Agenda

TuesdayWednesday Thursday Friday

Topics and speakers are subject to change.
This conference was made possible in part through Hotel Occupancy Tax Revenue funded through the City of College Station along with our GFOAT Sponsors.


Tuesday, November 2

Noon–4:00 p.m.
BUDGET PRE-CONFERENCE WORKSHOP– MAKING SENSE OF THE MADNESS: WHAT YOU REALLY NEED TO KNOW ABOUT MUNICIPAL BUDGETS  (4.0 CGFO/CPE) (box lunch included)
Reveille, 2nd Floor

Whether you are new to municipal budgeting or need a refresher, join us for a discussion that will focus on the fundamentals of a developing a municipal budget. Topics covered will include personnel, capital budgeting, forecasting techniques, revenue and expenditure analysis, and communicating the budget message.
Aaron Rector, Director of Administrative Services, City of Keller; Karen Rhodes-Whitley, Director of Budget and Research, City of Plano; and John Zagurski, Finance Director, Town of Northlake


Wednesday, November 3

8:30 a.m.–12:30 p.m.
BUDGET PRE-CONFERENCE WORKSHOP – MAKING SENSE OF THE MADNESS: WHAT YOU REALLY NEED TO KNOW ABOUT MUNICIPAL BUDGETS Continued
(4.0 CGFO/CPE) (continental breakfast included)
Reveille, 2nd Floor

8:00 a.m.
BRUCE TESTA SEMIANNUAL GOLF OUTING
The Bruce Testa Semi Annual Golf Outing is scheduled for Wednesday, November 3 at The Golf Club at Texas A&M. Tee time is 8:00 a.m. with a modify shotgun start. The cost is $55 plus tax per person, which includes the green fee, cart, range, and lunch. This will be a Florida Scramble (bogey is your friend), four closets to the pin contest, and long drive holes contest for men and women. The golf outing is limited to 50 golfers so sign up right away by emailing Tony Sekaly at tony.sekaly@texasclass.com or call 713-502-8575.

10:00 a.m.–Noon
CERTIFIED GOVERNMENT FINANCE OFFICER’S (CGFO’s) EXAM STUDY GROUP
Traditions, 2nd Floor

1:00 a.m.–2:00 p.m.
PROGRAM COMMITTEE MEETING
Hullabaloo, 2nd Floor

1:30–6:00 p.m.
REGISTRATION
Conference Concierge Desk, 2nd Floor

2:00–3:00 p.m.
GFOAT COMMITTEE MEETINGS
Committee Meetings – Show your commitment to GFOAT and your career; attend a committee meeting and get involved. The informal nature of these meetings allows you to experience more than one committee. You can pick the committee that best suits you.

Ethics and Internal Control Committee – Oak, 2nd Floor
Governmental Affairs Committee – Eagle, 2nd Floor
Membership Committee – Laurel, 2nd Floor
CGFO Committee – Corps, 2nd Floor
Communications Committee – Hullabaloo, 2nd Floor
Scholarship, Fellowship, and Foundation Committee – Ross, 2nd Floor

2:00–4:30 p.m.
CGFO TESTING
Traditions, 2nd Floor

3:00–5:00 p.m.
GFOAT EXECUTIVE BOARD MEETING
Hullabaloo, 2nd Floor

5:00–6:30 p.m.
WELCOME RECEPTION Music by Ethan J. Hanson
Pool Terrace, 3rd Floor

8:30 p.m.–Midnight
TEXAS HOLD’EM Sponsored by Texas Class
Block T Lounge, 3rd Floor  Music by Ethan J. Hanson
A donation of $25 to the GFOAT Foundation will be taken at the door.


Thursday, November 4

7:00–8:00 a.m.

NETWORKING BREAKFAST
This breakfast is for all conference attendees.
Century Ballroom, 1st Floor

7:00 a.m.–5:00 p.m.
REGISTRATION
Century Ballroom Foyer, 1st Floor

8:00–8:50 a.m.
WELCOME AND OPENING GENERAL SESSION (1.0 CGFO/CPE)
Century Ballroom, 1st Floor


President’s Address
 – GFOAT President Adrienne Lothery, (left) Assistant City Manager, City of Colleyville

Executive Director AddressMartie Simpson,  Executive Director, GFOAT

Welcome and Keynote Address
John Sharp, Chancellor, Texas A&M University

 

 

 

8:55–9:45 a.m.
GENERAL SESSION (1.0 CGFO/CPE)
Century Ballroom, 1st Floor

Legislative Update
After a regular and multiple special sessions this year, TML Executive Director Bennett Sandlin will bring us up to speed on new tax, finance, and administrative bills passed in Austin.  And he’ll give a preview of what to expect in 2023 on property taxes, debt, sales tax sourcing, and much more.

Bennett Sandlin, Executive Director, Texas Municipal League

 

9:45–10:05 a.m.

REFRESHMENT BREAK/SPONSOR NETWORKING
Century Ballroom Foyer

10:05–10:55 a.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

Building Healthier Employees: Managing Your Insurance Plans
Century Ballroom 1st Floor
Managing your city’s insurance plans can be extremely challenging. Lisa Norris will discuss the process and provide valuable information to help you navigate the process.
Lisa Norris SHRM-SCP, Human Resources Director, City of Grand Prairie

Hot Topics – American Rescue Plan Act
Corps, 2nd Floor
Come join your colleagues for an open discussion on how the American Rescue Plan Act has benefited your community, and challenges associated with reporting.
Moderated by Aaron Rector, Director of Administrative Services & Finance, City of Keller

Educational Session – TBD
Ross, 2nd Floor

11:00 a.m.–11:50 a.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

From Fishing Trips to Phishing Scams: Today’s Top Municipal Fraud Traps and How to Avoid Them
Century Ballroom, 1st Floor
Fraud can be anything from an employee siphoning off cash to pay for a weekend fishing trip to a complex scheme to divert millions of dollars of municipal funds into a bogus bank account. Join us as we identify some of today’s most common “fraud traps” and review recent fraud cases that made the news so that you can ensure your internal controls are up to date.
Travis Casner, Director of Forensics and Litigation, Weaver

Successful Bond/Citizen Engagement
Corps, 2nd Floor

Learning the Ropes
Facilitated by the GFOAT Leadership
Ross, 2nd Floor

11:50 – 12:55 P.M.
LUNCH, BUSINESS MEETING, AND AWARDS
Century Ballroom, 1st Floor
Presiding: GFOAT President Adrienne Lothery, Assistant City Manager, City of Colleyville

1:00–2:00 p.m.
GENERAL SESSION – REMINDERS ON ADULTING: FROM PAJAMAS TO PROFESSIONAL PRESENTATIONS (1.0 CGFO/CPE)
Century Ballroom 1st Floor
A panel discussion about the challenges and opportunities encountered in a constantly changing work environment.

2:10-3:00 p.m.
CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

Back to the Basics – What You Really Need to Know about Governmental Accounting
Century Ballroom 1st Floor
Are you new to governmental accounting and having trouble understanding accounting principles and reporting within your organization? This session will offer practical information in an easy-to-understand format to equip you with the tools you need to run your city’s financial and accounting operations.
Robert B. Scott, Assistant City Manager and Chief Financial Officer, City of Carrollton

Utility Rates – Are We Minding the Store on Our Proprietary Funds?
Corps, 2nd Floor
Proprietary enterprise funds provide essential services to your community but can only do so if managed properly. “Minding the store” includes all facets of running these utilities, and neglecting to invest in system needs, staff appropriately or set adequate user rates can be devastating. This session will highlight recent trends and proven best practices finance professionals can employ to help keep their utility operations and related revenues aligned with community objectives.
Chris Ekrut, Partner and Chief Financial Officer; Matthew Garrett, Partner and Managing Director- Water and Wastewater Practice, and Megan Kirkland, Senior Consultant, NewGen Strategies & Solutions, LLC

Traditional and Alternatives to Fleet Replacement
Ross, 2nd Floor

3:00–3:30 p.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Century Ballroom Foyer, 1st Floor

3:30–5:00 p.m.
GENERAL SESSION – IT’S NOT JUST WHAT YOU DO; IT’S HOW YOU DO IT THAT MATTERS: A CONVERSATION ON VALUES-DRIVEN LEADERSHIP (1.5 CGFO/CPE)
Century Ballroom 1st Floor

As finance professionals, we prioritize staying on top of the latest trends, rulings, and legislation. Beyond growing our professional knowledge; however, we must prioritize our personal growth better to serve our organizations, communities, and families. This session will discuss essential tools in your soft skills toolkit and stories and lessons learned from a panel of your peers.
Clifford Blackwell III, Assistant City Manager, City of Bedford; GFOAT President Adrienne Lothery, Assistant City Manager, City of Colleyville; and John Zagurski, Finance Director, Town of Northlake

6:00–9:00 p.m.
GFOAT’s Howdy Social
The Legacy Club, Kyle Field

We wanna to see you at GFOAT’s Howdy Social featuring William Beckman!
Wear your best Country Chic!
The Legacy Club is located on Level 4 of the west side of Kyle Field (walking distance from hotel and conference center)


Friday, November 5

7:00–8:00 a.m.

NETWORKING BREAKFAST
This breakfast is for all conference attendees.
Century Ballroom, 1st Floor

8:00–8:50 a.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

Do You Need to Re-Evaluate Your Debt Strategy?
Century Ballroom, 1st Floor
Blu Kostelick, Chief Financial Officer, City of Lubbock

Interactive Budget Book
Corps, 2nd Floor
John Zagurski, Director of Finance, Town Northlake; and Meg Jakubik, Strategic Services Manager, City of Bedford

9:00–9:50 a.m.
GENERAL SESSION – PROCUREMENT LAWS: CURRENT AND NEW THROUGH THE 87TH LEGISLATIVE SESSION (1.0 CGFO/CPE)
Century Ballroom, 1st Floor
This session will review the current procurement laws, including those recently passed this last legislative session, and answer typical questions regarding the application of procurement statutes.
Diane Palmer-Boeck CPPO, PPMC, Director Procurement and Project Management, City of Plano

 

 

9:50–10:20 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Century Ballroom Foyer

10:20–11:10 a.m.
GENERAL SESSION – GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB) (1.0 CGFO/CPE)
Century Ballroom, 1st Floor

Educational Session – TBD

 

11:10 a.m.–NOON
CLOSING GENERAL SESSION (1.0 CGFO/CPE)
Century Ballroom, 1st Floor

State of the Economy
KC provides economic commentary as a regular contributor on Bloomberg TV and Radio, CNBC television, and TheStreet.com. He also spends his time touring major cities across the United States talking to investors about the state of the economy, the banking industry, and financial markets.
KC Matthews, Executive Vice President, Chief Investment Officer for UMB Bank
Moderator: GFOAT President Adrienne Lothery, Assistant City Manager, City of Colleyville