Fall Agenda

TENTATIVE AGENDA

Topics and speakers are subject to change

Wednesday, October 26

Thursday, October 27

Friday, October 28

 


Wednesday, October 26

Unless otherwise noted, all meetings and events will take place at the Sheraton Arlington Hotel


8:00 a.m.
BRUCE TESTA SEMIANNUAL GOLF OUTING
Waterchase Golf Club, 8951 Creek Run Road, Fort Worth, TX 76120

10:00 a.m.–Noon
CGFO EXAM STUDY GROUP – Stanley Cup

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 suits you best.

Noon–1:30 p.m.
CGFO COMMITTEE  – Triple Crown 
(restricted to CGFO members only)

1:00–3:00 p.m.
CONFERENCE PLANNING COMMITTEE – Champions I

1:30–3:00 p.m.

 Ethics Committee – Super Bowl I
 FRRR Committee – Super Bowl II
 Membership Committee – Wimbledon
 Legislative Committee – Stanley Cup
 Communications Committee – World Series I
 Scholarship, Fellowship, and Foundation Committee – World Series II

1:30–6:00 p.m.
REGISTRATION – Alcove

3:00–5:00 p.m.
GFOAT EXECUTIVE BOARD MEETING – Champions III

3:00–5:30 p.m.
CGFO TESTING – World Cup

5:00–6:30 p.m.
WELCOME RECEPTION – Plaza on the Hill

8:30 p.m.–Midnight
TEXAS HOLD’EM – Champions III
A donation of $25 dollars to the GFOAT Foundation will be taken at the door.

 

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Thursday, October 27

Unless otherwise noted, all meetings and events will take place at the Arlington Convention Center


7:00–8:00 a.m.
NETWORKING BREAKFAST  • 0.0 CGFO/CPA
This breakfast buffet is for all conference attendees.
Salon B

7:00 a.m.–5:00 p.m.
REGISTRATION
Gallery

8:15–9:30 a.m.
WELCOME AND OPENING GENERAL SESSION • 1.5 CGFO/CPE
Moderator: GFOAT President Clifford Blackwell, III, Director of Admin Services, City of Bedford

Chuck Marohn_1

Curbside Chat
This presentation will focus on the financial health of our cities.

Why are our cities and towns so short of resources despite decades of robust growth?

  • Why do we struggle at the local level just to maintain our basic infrastructure?
  • What do we do now that the economy has changed so dramatically?

The answers are in the way we have developed; the financial productivity of our communities. This presentation is a game-changer for communities looking to grow more resilient and obtain true prosperity during changing times.
Charles Marohn
, Founder and President, Strong Towns
Salon A

9:45–10:40 a.m.
CONCURRENT WORKSHOPS • 1.0 CGFO/CPE

❖ Transportation in the Next American City
For more than six decades, local governments have been accustomed to building new transportation infrastructure and expanding existing systems in addition to constructing completely new facilities. While liabilities have grown, transportation funding has not kept up. Now there is a desperate need for local governments to shift from building to maintaining, from an approach that emphasizes expansion to one where we mature our use of existing investments. In difficult economic times, this is a scary, but necessary, realignment. Topics covered include: centralization vs. local decision-making; roads and streets; congestion and safety; the role of state and federal funding; transit; walkability; and bike options.
Charles Marohn, Founder and President, Strong Towns; and Kevin Shepherd, PE, ENV-SP, Founding Principal, VERDUNITY
Meeting Room 5-6

 Financial Policies: Getting Everyone on the Same Page (Instant Replay at 4:00 p.m.)
This session is based on GFOA’s recommended best practices for documenting accounting policies and  procedures as well as presentations made at the 2015 GFOA national conference. Instead of diving deep into individual policies, the session will focus on the creation, implementation, and revision of financial
policies as a whole. Also included will be some lessons learned as Irving begins the review and revision of existing policies.
Bret Starr, Budget Administrator, City of Irving
Salon A

 Affective Communication Training (Instant Replay at 11:00 a.m.)
Do you have coworkers or family that you just can’t seem to connect with? You can’t seem to get your message across and don’t understand them? Come to this session and learn the gentle art of helping others see things your way…and maybe understanding things their way. This session will help you get their attention, maintain their attention, and get their commitment.
Jean Knight, ACT System Training
Meeting Rooms 7-8

10:40–11:00 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Gallery

11:00–11:55 a.m.
CONCURRENT WORKSHOPS • 1.0 CGFO/CPE

 MoneyHall – Balancing Dreams with Dollars in Your Comprehensive Plan
Many cities are struggling to address growing infrastructure and amenity demands with limited resources. How can cities close this gap? In this session, a consultant and CFO will discuss how they are integrating financial analysis and policy into the city’s comprehensive plan.
Kevin Shepherd, PE, ENV-SP, Founding Principal, VERDUNITY
Meeting Rooms 5-6

❖ Banking Changes – Why and What
Big changes in bank regulations are causing major changes in how the public sector is perceived by the banks and how it will affect bank bids and collateral going forward. This session will detail the changes and why they came about and then how this affects the public sector and what public sector entities must do to adjust.
Linda T. Patterson, President, Patterson & Associates
Salon A

 Affective Communication Training (Instant Replay from 9:45 a.m.)
Do you have coworkers or family that you just can’t seem to connect with? You can’t seem to get your message across and don’t understand them? Come to this session and learn the gentle art of helping others see things your way…and maybe understanding things their way. This session will help you get their attention, maintain their attention, and get their commitment.
Jean Knight, ACT System Training
Meeting Rooms 7-8

 Introduction to the Municipal Bond Market (Instant Replay Friday at 8:10 a.m.)
This is designed to introduce the procedures of bond issuance in Texas, types of debt, who is involved, their role, and the more important legal aspects of a bond sale. The attendee will leave with a basic understanding of the complexities behind the issuance of municipal bonds.
Jason Hughes, Managing Director, FirstSouthwest, A Division of HilltopSecurities; and Jeff Gulbas, Associate Attorney, McCall, Parkhurst & Horton LLP
Meeting Rooms 1-4

12:05–1:00 p.m.

LUNCH, BUSINESS MEETING, AND AWARDS
Presiding: GFOAT President Clifford Blackwell III, Director of Administrative Services, City of Bedford
Salon B

1:15–2:10 p.m.

GENERAL SESSION • 1.0 CGFO/CPE
Moderator: GFOAT President Clifford Blackwell, III, Director of Administrative Services, City of Bedford
Salon A

Bennett Sandlin_1

 

Legislative Update
Bennett Sandlin, Executive Director, Texas Municipal League

 

 

Laura Hill_1Property Tax Legislation
Laura Hill,
Mayor, City of Southlake

 

 

 

2:10–2:30 p.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Gallery

2:30–3:45 p.m.
CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

❖ Assets on the Disabled List? The Increasing Cost of Infrastructure Management
More and more Texas entities are realizing what aging communities in North America and beyond have already been forced to address. Streets are an asset on our books, but an exponentially increasing liability to our long-term fiscal health. Our prior methods of accounting, tracking, and reporting these needs have still fallen extremely short as management tools. More progressive governments are directly addressing this concern through asset management programs, which quantify the assets and their value in terms that provide decision opportunities. Join us here for a case study on how this one small town is addressing their needs with limited resources.
Bob Hart, ICMA-CM, City Manager, City of Kennedale; Gerry Wolting, CA, CPA, CFO and General Manager of Financial Planning & Strategic Alliances, Public Sector Digest; Matthew Van Dommelen, General Manager, Business Development and Implementation Public Sector Digest; and Krystal Crump, Finance Director, City of Kennedale
Salon A

❖ Millennials in Local Government Finance 
According to Pew Research and the U.S. Census Bureau, millennials are now the largest represented generational group in the American workforce. The panelists involved in this session are all millennials who have a range of experience in government finance. They will be sharing insights, challenges, and opportunities that are ahead as the generational makeup of the local government workforce continues to change.
Panelists: Adrienne Lothery, Strategic Services Manager, City of Colleyville; Trevor Minyard, MBA, CGFO, Senior Financial Analyst, City of McKinney; Ryan P. Patterson, Strategic Services Auditor, City of Allen; and Caitlan Smelley, Assistant to the City Manager, Town of Addison
Meeting Rooms 5-6

 Official Ruling 74 & 75
The new OPEB standards are just around the corner. This session will discuss the specific requirements of the standards and steps that can be taken now to ensure a smooth implementation.
Robert B. Scott, ACM/Chief Financial Officer, City of Carrollton
Meeting Rooms 7-8

4:00–5:00 p.m.
CONCURRENT WORKSHOPS • 1.0 CGFO/CPE

 Working With the Media
Learn tips for dealing with the media from a 30-year veteran reporter. This session will provide an overview on how to deal with all types of media used in the finance profession.
Steve Stoler, Director of Media Relations, City of Plano
Meeting Rooms 5-6

❖ Inspiration or Instruction – How to Find Balance in Effective Control Systems
From years of training and practical experience, we all know that internal control processes are important to our organization’s rating agencies, auditors, and many other stakeholders. Even though we often focus on the specific, practical control steps, we don’t often focus on the people involved— leaders, supervisors, managers, and employees—and their impact of those processes. Let’s briefly explore the importance of people in their respective roles—you included—for impactful and effective internal controls.
Calvin E. Webb III, Risk Advisory Director, Gradient Solutions Corporation; and Monte C. Mercer, CPA, Deputy Executive Director, North Central Texas Council of Governments
Salon A

 HOT Topics
A conference favorite, this session gives you a chance to pick the topic and get your issues on the table.  We use this time to exchange ideas, discuss emerging issues and trends, and generally just hear from you.
Moderators: Martie Simpson, Director of Finance, City of New Braunfels; and Courtney Sladek, Finance Director, City of El Campo
Meeting Rooms 1-4

 Financial Policies: Getting Everyone on the Same Page (Instant Replay from 9:45 a.m.)
This session is based on GFOA’s recommended best practices for documenting accounting policies and procedures as well as presentations made at the 2015 GFOA national conference. Instead of diving deep into individual policies, the session will focus on the creation, implementation and revision of financial
policies as a whole. Also included will be some lessons learned as Irving begins the review and revision of existing policies.
Bret Starr, Budget Administrator, City of Irving
Meeting Rooms 7-8

6:00–8:30 p.m.
AT&T STADIUM DINNER AND VIP TOUR
AT&T Stadium is more than the home of the Dallas Cowboys, it’s a place filled facts and figures about the world’s largest domed structure, an art museum, and a classroom. The things you can do inside AT&T Stadium are endless, and with AT&T Stadium Tours, you can experience them all. Join us for a BBQ buffet dinner in the American Airlines Lounge at AT&T Stadium and a VIP Tour. Guest tickets are available for $75. Transportation will be provided by the Arlington Entertainment Area Management District. Trolleys will start loading at the Sheraton Arlington Hotel at 5:30 p.m. If you are driving your vehicle, park in lot 6 and use entry E. Group photos will be taken, so put on your best jersey and come have some fun!

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Friday, October 28


7:00–8:00 a.m.
BREAKFAST (0.0 CGFO/CPA)
This breakfast buffet is for all conference attendees
Salon B

8:10–9:05 a.m.
CONCURRENT WORKSHOPS • 1.0 CGFO/CPE

❖ How to Play by the Rules of the Game
Do your business dealings resemble a game? Is it a competition mixed with “fairness” and “good sportsmanship?” Join us as we pose questions to our panel of team coaches who will share strategies and their position on how to play by the rule book.
Miykael Reeve, Finance Director, City of Red Oak; and Monette Fisher, Senior Accountant, City of Decatur
Meeting Rooms 5-6

❖ Latest Trends in Electronic Receivables
In today’s omni-channel payments environment, organizations are challenged to support multiple payment technologies and channels while adapting to evolving customer payment preferences. This session will highlight trends in payment systems and how the systems address the requirements of data security and straight-through processing.
Chichi S. Ogbuagu, Vice President, Wholesale eReceivables Consultant, Wells Fargo
Salon A

❖ Introduction to the Municipal Bond Market (Instant Replay from Thursday at 11:00 a.m.)
This is designed to introduce the procedures of bond issuance in Texas, types of debt, who is involved, their role, and the more important legal aspects of a bond sale. The attendee will leave with a basic understanding of the complexities behind the issuance of municipal bonds.
Jason Hughes, Managing Director, FirstSouthwest, A Division of HilltopSecurities; and Jeff Gulbas, Associate Attorney, McCall, Parkhurst & Horton LLP
Meeting Rooms 7-8

9:20–10:35 a.m.
CONCURRENT WORKSHOPS • 1.5 CGFO/CPE

❖ Market Update – Overview of the Economy and Federal Reserve
Learn how to view the economy through the eyes of the Fed and how it impacts monetary policy and fixed income markets. The presentation will include discussion of several key economic indicators and their potential impact on the fixed income investment landscape as we head into 2017.
Michael Varano, Managing Director, PFM Asset Management LLC
Meeting Rooms 5-6

❖ Capital Improvement Planning and Budgeting
This session expands on utilizing multi-year planning for development and funding your CIP (Capital Improvement Program) from the perspective of two cities. Hear from the Town of Highland Park on how they developed and manage their pay-as-you-go program, and from the City of New Braunfels, which created an $86 million bond program.
Steven J. Alexander, Director of Administrative Services & CFO, Town of Highland Park; and Robert Camareno, City Manager, City of New Braunfels
Salon A

❖ Rulebook Changes
This session will provide a high level overview of GASB Standards issued in the last two years including current projects being deliberated. Topics will include new pension statements, fair value accounting, tax rebate disclosures, the GAAP hierarchy, and more.
Robert B. Scott, ACM/Chief Financial Officer, City of Carrollton
Meeting Rooms 7-8

10:35–11:00 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Gallery

11:00 a.m.–Noon
CLOSING SESSION • 1.0 CGFO/CPE
Moderator: GFOAT President Clifford Blackwell, III, Director of Admin Services, City of Bedford

❖ Putting the Plan into Action: CFO as part of the Team
Tom HartTom joins us again for his colorful and insightful messages and thoughts. As a veteran city manager of many years, he shares his perspective on the role of the CFO on the executive team. His tips and suggestions are sure to leave you with ideas on how to implement some of the content learned in this fall’s program and how to more effectively engage as a leader on your organization’s management team.
Tom Hart, City Manager, City of Grand Prairie
Salon A

Noon
ADJOURN
See you next year!

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