Fall Agenda

Tentative Agenda

Topics and speakers are subject to change.

Wednesday Thursday Friday


WEDNESDAY, NOVEMBER 1

8:00 a.m.
Bruce Testa Semiannual Golf Outing

The Bruce Testa Semiannual Golf Outing is scheduled for Wednesday, November 1, at The Quarry Golf Club located at 444 East Basse Road in San Antonio.

  • Cost: $59.00 per person plus tax, for a four-person scramble. Fee includes green, cart, range fees, plus lunch.
  • Shot Gun Start Time: 8:00 a.m. There will be four closet to the pin contests.
  • Event Limit: 40 golfers

To sign up or if you have any questions, contact Tony Sekaly with Texas CLASS at tony.sekaly@texasclass.com or 713-502-8575.

10:00 a.m.–Noon
Certified Government Finance Officer’s (CGFO) Exam Study Group

The CGFO Administrator will provide a brief overview of the new Testing Software during the first 30-minutes of the study group. Laptop Required

Zapata, Ballroom Level

Noon–3:00 p.m.
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 or committees that best suits you.

Noon–1:30 p.m.
CGFO Committee (restricted to CGFO members only)

Madero, Ballroom Level

1:00–3:00 p.m.
Conference Planning Committee

Navarro Ballroom, Ballroom Level

1:30–3:00 p.m.

  • Ethics Committee | Encino, Lobby Level
  • FRRR Committee | Villa, Ballroom Level
  • Membership Committee | Olivares, River Level
  • Legislative Committee | Sabino, Lobby Level
  • Communications Committee | Carranza, Ballroom Level
  • Scholarship, Fellowship, and Foundation Committee | Lantana, Lobby Level

1:30–6:00 p.m.
Registration

Navarro Ballroom Foyer, Ballroom Level

2:00–4:30 p.m.
CGFO Testing

Zapata, Ballroom Level

3:00–5:00 p.m.
GFOAT Executive Board Meeting

Navarro Ballroom, Ballroom Level

5:00–6:30 p.m.
Welcome Reception

Hidalgo Ballroom, Ballroom Level

8:30 p.m.–Midnight
Texas Hold’Em

A donation of $25 dollars to the GFOAT Foundation will be taken at the door.

Olivares, River Level


THURSDAY, NOVEMBER 2

7:00–8:00 a.m.
Networking Breakfast (0.0 CGFO/CPE)

This breakfast buffet is for all conference attendees.

Navarro Ballroom Foyer, Ballroom Level

7:00 a.m.–5:00 p.m.
Registration

Navarro Ballroom Foyer, Ballroom Level

8:05–9:00 a.m.
Welcome and OPENING GENERAL SESSION (1.0 CGFO/CPE)

 

  • Welcome to San Antonio
    Sheryl Sculley
    (left), City Manager, City of San Antonio
  • Legislative Update
    Bennett Sandlin (right), Executive Director, Texas Municipal League

    Moderator: GFOAT President Martie Simpson, Director of Finance, City of New Braunfels
    Navarro Ballroom, Ballroom Level

9:20–10:15 a.m. CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

  • GFOAT–A Fiesta of Opportunities
    Are you a GFOAT member who is attending the conference for the first time or just want to learn more about the organization? If so, this session will help you get the most out of your conference experience. It will be an opportunity for you to meet the leadership and other members.

    GFOAT Board and Committee Chairs
    Olivares, River Level

  • Texas Credit Landscape
    Get an overview of Texas credit ratings and what analysts expect to see going forward. Learn the ins and outs and what to look for.

    Rebecca C. Moses, Director, Fitch Ratings; Grayson Nichols, Assistant Vice President, Moody’s Investors Service; and Sarah Smaardyk, Municipal Credit Analyst/Director, Standard & Poor’s Rating Service.
    Madero, Ballroom Level
  • Risk Management–TMLIRP Policy Potholes
    What is missing in your city’s insurance policy? Is everything covered? Learn common mistakes made in insurance coverage and how to ensure you have all of your city’s assets covered.

    Bob Haynes, Deputy Executive Director, Texas Municipal League Intergovernmental Risk Pool; and Aaron Hardiman, CPCU, ARM, Assistant Manager of Member Services and Underwriting, Texas Municipal League Intergovernmental Risk Pool
    Hildalgo Ballroom, Ballroom Level
  • Latest Issues and Trends in H.O.T. Taxes (Repeats Friday 9:45-10:40 a.m.)
    Cities in Texas are experiencing a new era in lodging growth.  Hotel tax revenue directly affects a city’s ability to promote and host special events and other important projects. This session will cover the H.O.T. issues on enhancing your local lodging ordinance, the importance of audits, lodging tax administration beyond just recording tax returns, and the challenges created with the expansion of short-term rentals.

    John Kroll, Principal, HMWK, LLC and Ted Kamel, Client Services Manager, MuniServices, LLC
    Camino Real, Lobby Level

10:15–10:35 a.m.
Refreshment Break/Sponsor Networking

Navarro Ballroom Foyer, Ballroom Level

10:35–11:50 a.m. CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

  • Working with City Managers and City Councils
    Join us for lessons learned from current and past finance directors. This session is designed especially for new finance directors and finance directors who need a few tips on working with city managers and councils.

    Panelists: Micki Rundell, Government Finance Specialist, Fathom; and Randolph Moravec, Independent Adviser/Consultant to local governments
    Hildalgo Ballroom, Ballroom Level
  • History of the Federal Home Loan Bank (FHLB) and Privatization of Fannie Mae and Freddie Mac
    There are discussions going on in Washington, D.C., regarding privatizing the Federal National Mortgage Association (FNMA) and the Federal Home Loan Mortgage Corporation (FHLMC). If, and when the privatization occurs, all outstanding debt obligations of Fannie Mae and Freddie Mac will be honored. Of course, future bond issues, if there were any, would carry corporate and not agency labels, resulting in less available fixed income supply to the market. Learn how this could affect your city’s investment portfolio as well as local government investments pools.

    Kevin Kogucz, Senior Sales Officer, Federal Home Loan Bank of Dallas
    Olivares, River Level
  • Financial Lessons in Procurement, Design, and Management of Construction Projects (Repeats 1:25–2:40 p.m.)
    Construction projects today face many challenges that stress project budgets and test the financial wherewithal of even the most well-managed organizations.  All levels of capital improvement programs including, but not limited to, elected officials, executive administration, finance, and facilities departments will benefit from attendance. This presentation is intended to provide those who participate, a better understanding of the risks and challenges experienced on different types of construction projects. We will also discuss the strategies and tools used to keep those projects moving forward, while mitigating financial risk.

    Brenda Jenkins, Senior Vice President, ECM International, Texas A&M University, and Jim Dulac, Assistant Director of Engineering-Capital Projects, City of Richardson
    Camino Real, Lobby Level
  • Becoming the Best–Following GFOA Best Practices (Repeats Friday 8:10–9:25 a.m.)
    This session will provide an overview of the best practices available, including GFOA Standing Committee’s best practice recommendations and advisories in nine categories: financial policies, accounting and financial reporting, budget and financial planning, CIP/economic development, debt management, financial management, pension and benefit administration, technology, and treasury and investment management.  It will also distinguish between best practices and advisories.

    Robert B. Scott, ACM/Chief Financial Officer, City of Carrollton
    Madero, Ballroom Level

Noon–1:15 p.m.
Lunch, Business Meeting, and Awards

Presiding: GFOAT President Martie Simpson, Director of Finance, City of
New Braunfels


Navarro Ballroom, Ballroom Level

1:25–2:40 p.m. CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

  • What Does Today’s Fraud Look Like
    This panel discussion will examine what type of fraud is occurring today. You will hear real life situations and learn internal controls to help your entity avoid this growing problem.

    Heather Hurlbert, CPA, CGFO, Director of Finance, City of San Marcos; Kim Maxey, Senior Vice President- Treasury Management, Wells Fargo Bank; and Thomas Ervin, Computer Scientist, Federal Bureau of Investigation
    Hildalgo Ballroom, Ballroom Level
  • Municipal Contracts: The Process from Start to Finish
    Learn about municipal contract drafting, review, and legal requirements.  Starting with the importance of identifying the correct type of contract that needs to be drafted, this session will discuss the types of contracts, provisions to include in drafting, and reviewing the execution process and Form 1295 requirements.

    Stephanie Sandre, Senior Attorney, Sheets & Crossfield, P.C.
    Olivares, River Level
  • Financial Lessons in Procurement, Design, and Management of Construction Projects (Repeated from 10:35–11:50 a.m.)
    Construction projects today face many challenges that stress project budgets and test the financial wherewithal of even the most well-managed organizations.  All levels of capital improvement programs including, but not limited to, elected officials, executive administration, finance, and facilities departments will benefit from attendance. This presentation is intended to provide those who participate, a better understanding of the risks and challenges experienced on different types of construction projects. We will also discuss the strategies and tools used to keep those projects moving forward, while mitigating financial risk.

    Brenda Jenkins, Senior Vice President, ECM International, Texas A&M University, and Jim Dulac, Assistant Director of Engineering-Capital Projects, City of Richardson
    Camino Real, Lobby Level
  • GASB Update Including GASB 77 Tax Abatement Disclosures (Repeats Friday 8:10–9:25 a.m.)
    This session will review GASB 77 requirements and what the disclosure looks like in the Notes to the Financial Statements, recommended groupings, when tax abatements/rebates should be individually disclosed, and recommended wording on disclosure for sales tax abatements/rebates where amounts of rebate(s) cannot be disclosed.

    Keith A Dagen, CPA, Director of Finance, City of Richardson
    Madero, Ballroom Level

2:40–3:05 p.m.
Refreshment Break/Sponsor Networking

Navarro Ballroom Foyer, Ballroom Level

3:05-4:00 p.m. GENERAL SESSION (1.0 CGFO/CPE)

  • This Would Be Funny… If It Wasn’t Happening To Me! How to Navigate the Future With Enthusiasm and Vigor
    Sometimes life just gets in the way. Do you ever think, “Why can’t things just go the way I want for a change?” or “Why can’t people just leave me alone?” This hilarious and provocative presentation will show you how to get in front of a constantly evolving future and proactively drive change.Face the future, instead of running and hiding. Embrace challenging situations and people with new ideas, innovation and conviction. Learn how to increase your comfort and confidence in the face of stress and change. You will explore how to have fun while embracing change, learning to do more with less, and driving innovation with vitality.

    Jody Urquhart, Motivational Speaker, Calgary, Alberta, Canada
    Moderator: GFOAT President Martie Simpson, Director of Finance, City of New Braunfels
    Hidalgo Ballroom, Ballroom Level

4:20–5:15 p.m. CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

  • Fleet Replacement–What Are Your Options?
    Learn about your options with fleet procurement, including leasing.

    Mark Block, Account Executive, Enterprise Fleet Management
    Camino Real
  • Utilities Cost of Service and Rate Analysis
    Explore how to determine utility rate structures adequate to meet operational expenditures, capital improvement needs, and debt service requirements.

    Nelisa Heddin, President, Nelisa Heddin Consulting, LLC
    Hidalgo Ballroom Foyer, Ballroom Level
  • Investing Best Practices
    Join us as we discuss best practices of investing for government entities. Starting with market basics, we will walk through the investment process, learn about current investment products, and explore ways to manage expectations and communicate results.  Whether you are just starting or already have an investment process in place, revisit the fundamental concepts to ensure you follow your own best practices.

    Susan K. Anderson, Financial Advisor, Valley View Consulting L.L.C.
    Olivares, River Level
  • I Love My Job…It’s the People I Can’t Stand
    Join us in this hilariously interactive, practical, and inspiring speech that will show you how to develop healthy communication patterns with everyone. You will learn to handle the most difficult situations and the most challenging people, and how to get through to others without giving in. After attending this session, you will never again fall victim to those who love to make life miserable for you. Knowing how to deal with difficult people at work will allow you to approach your job with enjoyment and your coworkers with greater confidence. Cooperation, collaboration, and compromise will improve workplace satisfaction…and productivity! Build a more productive, enjoyable, and efficient workplace for everyone.

    Jody Urquhart, Motivational Speaker, Calgary, Alberta, Canada
    Navarro Ballroom, Ballroom Level

6:00–8:00 p.m.
Networking Event

Join us for a buffet dinner at Casa Rio’s Fine Mexican Food Restaurant, located at 430 E. Commerce St. in the Texas Room which is beautifully adorned with early Texas décor, a 100-year old bar, and a balcony overlooking the Riverwalk. Dinner is served from 6:30–7:30 p.m.; transportation is not provided.


FRIDAY, NOVEMBER 3

7:00–8:00 a.m.
Breakfast (0.0 CGFO/CPA)

This breakfast buffet is for all conference attendees.

Navarro Ballroom Foyer, Ballroom Level

8:10–9:25 a.m. CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

  • It’s Your Deal: Roles and Responsibilities in a Municipal Issuance
    When you decide to issue municipal bonds to finance public projects in your state or community, it’s your deal. The Municipal Securities Rulemaking Board (MSRB) provides tools and resources to empower bond issuers at the deal table. This session will review the regulatory protections governing what issuers should expect from municipal finance professionals; bond issuers’ obligations related to continuing disclosure; and useful features of the MSRB’s Electronic Municipal Market Access (EMMA®) website specifically for issuers.

    Priya Ghosh Ahola, Outreach Manager, Municipal Securities Rulemaking Board
    Moderator: Jennifer Brown, Director of Finance, City of Sugar Land
    Navarro Ballroom Foyer, Ballroom Level
  • Understanding What Happened During the Legislative Session
    Join us for an informal question and answer session about what the new laws relating to municipal finance really means and how your entity will need to deal with them.

    Bill Longley, Legislative Counsel, Texas Municipal League
    Hidalgo Ballroom, Ballroom Level
  • Becoming the Best–Following GFOA Best Practices (Repeated from Thursday, 10:35–11:50 a.m.)
    This session will provide an overview of the best practices available, including GFOA Standing Committee’s best practice recommendations and advisories in these nine categories: financial policies, accounting and financial reporting, budget and financial planning, CIP/economic development, debt management, financial management, pension and benefit administration, technology, and treasury and investment management. It will also distinguish between best practices and advisories.

    Steve Williams, MPA, CGFO, Assistant City Administrator, City of Conroe
    Olivares, River Level
  • GASB Update Including GASB 77 Tax Abatement Disclosures (Repeated from Thursday, 1:25–2:40 p.m.)
    This session will review GASB 77 requirements and what the disclosure looks like in the Notes to the Financial Statements, recommended groupings, when tax abatements/rebates should be individually disclosed, and recommended wording on disclosure for sales tax abatements/rebates where amounts of rebate(s) cannot be disclosed.

    Keith A Dagen, CPA, Director of Finance, City of Richardson
    Camino Real

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

  • 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.

    Madero, Ballroom Level
  • The Path of Innovation in Irving
    Come learn about the City of Irving’s performance innovation initiative.

    Chris Sanchez
    Navarro Ballroom, Ballroom Level
  • Latest Issues and Trends in H.O.T. Taxes (Repeated from Thursday, 9:20–10:15 a.m.)
    Cities in Texas are experiencing a new era in lodging growth.  Hotel tax revenue directly affects a city’s ability to promote and host special events and other important projects. This session will cover the H.O.T. issues on enhancing your local lodging ordinance, the importance of audits, lodging tax administration beyond just recording tax returns, and the challenges created with the expansion of short-term rentals.

    John Kroll, Principal, HMWK, LLC and Ted Kamel, Client Services Manager, MuniServices, LLC
    Camino Real
  • Establishing a Cash Flow Model
    During this session, we will discuss the importance of a cash flow model and how you can start your own in Excel. Learn what information you need and how it can be organized to identify trends and organize a road map for your investment portfolio. Invest with confidence when you have a cash flow model supporting your investment decisions.

    Emily Upshaw, Associate, Valley View Consulting L.L.C.
    Hidalgo Ballroom, Ballroom Level

10:40–11:00 a.m.
Refreshment Break/Sponsor Networking

Navarro Ballroom Foyer, Ballroom Level

11:00 a.m.–12:15 p.m.
Closing Session (1.5 CGFO/CPE)

  • Economic Update: Investing in Today’s Uncertain Environment

    Scott McIntyre, Senior Vice President, FirstSouthwest, A Division of HilltopSecurities
    Moderator: GFOAT President Martie Simpson, Director of Finance, City of New Braunfels
    Navarro Ballroom, Ballroom Level

12:15 p.m.
Adjourn

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