2017 Annual Conference
June 24-28
Diplomat Beach Resort
Hollywood, FL




Please remember to complete the online surveys that are listed below. Feedback from our attendees on the quality and diversity of the FGFOA Annual Conference helps to determine future conference programs.


Saturday, June 24
8:00 a.m. - 4:40 p.m.
Boot Camp Day 1 - Lynda Dennis
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Leadership Pre-Conference (Separate registration required)
8:00 a.m. - 9:40 a.m.     The Role of the CFO-Finance Director - First 100 days and Beyond - Linda Davidson, Peggy McGarrity, and Mickey Miller
10:00 a.m. - 11:40 a.m.  The Role of the CFO-Finance Director - Succession Planning and Effective Transitions - Diane Reichard, Sarah Koser, Jeff Smith
1:00 p.m. - 2:40 p.m.      Organizational Management and Leadership in Government - Jason Brown and Deborah Girard
3:00 p.m. - 4:40 p.m.      Training the Leaders of Tomorrow - Peter Lear, Jamie Roberson, and Scott Paine

Investment Pre-Conference 
(Separate registration required)
8:00 a.m. - 9:40 a.m.        Market Update and Finding Value in High Quality Fixed Income - Damien Grant and Gregory Pagans
10:00 a.m. - 11:40 a.m.     Measuring the Impact of Socially Responsible Investing (SRI) - Denise de Bombelles, Tenzing Sharchok, and Robert Owens
1:00 p.m. - 2:40 p.m.       Utilizing Credit as Part of a Diversified Asset Allocation Strategy - Todd Alton and Chris Toney   
3:00 p.m. - 4:40 p.m.       Keeping it Short - Barry Weiss
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Sunday, June 25
8:00 a.m. - 4:40 p.m.
Boot Camp Day 2 - Lynda Dennis
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11:00 a.m. - 11:45 a.m.    
First-Time Attendee Orientation Session

1:00 p.m. - 2:40 p.m. 
GASB Update - David Bean
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Strategic Planning for Disasters - Gregory Cowan and Daniel Craig

3:00 p.m. - 4:40 p.m. 
GASB Hot Topics - David Bean
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Social Media in Government and Civic Engagement - The Honorable Matthew Surrency and Jenna Tala
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Monday, June 26
8:30 a.m. - 10:00 a.m.      Opening General Session

10:20 a.m. - 12:00 p.m. 
Local Government Accountability Update - Derek Noonan, Mike Gomez, and Garry Green
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Economic Overview - Carl Mastroianni and Jason Celente
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Communication: What Elected Officials Expect from You - Scott Paine
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Best Practices in Investments - How to Approach Investments Given Current Marker Conditions - David Jang and John Burford; Additional Information
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1:30 p.m. - 3:10 p.m. 
Accounting Complexities Facing Local Governments - Andrew Laflin
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Local Government's Role in Promoting Economic Growth - Marty Kiar, Sandy Michael McDonald, and Bob Swindell
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Working through an Inspector General Investigation - Hector Collazo
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Enterprise Risk Management - Treadway Commission - Gregg Anderson and Bill Dykstra; Additional Presentation
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3:30 p.m. - 5:10 p.m.
 
Importance of the Government Wide Financials - Moises Ariza and Beila Sherman; Illustrations attachment; Additional Info
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Best Practices in Budgeting and Fiscal Policy - John Fishbein
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Enhance Your Own Performance - Nicole Gasparri
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The Value of Transparency - Kathi Pletzke
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Tuesday, June 27
8:00 a.m. - 9:40 a.m. 
GFOA Budget Award Program - John Fishbein
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Ethics for Government Employees - William Blend and Pat Gleason
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Post Issuer Compliance Update - Alan Bond and Erik Dingwall
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IT Modernization: Bringing Government from Obsolete to Cutting Edge - Brent Prium and Christine Horrocks
10:00 a.m. - 11:40 a.m. 
How to Optimize the Internal Audit: From External Audit and Client Perspective - Jennifer Murtha and Brett Friedman (Panel: Susan Grant, Clara Ewing, Jennifer Boyd-Pugh, and Stephen Burdett)
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Approaching the Budget: Communicating, Modeling and Forecating - Kimberli Radtke and Shannon LaFon
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Legislative Update - Amber Hughes and Laura Youmans
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Credit Enhancement and Rating Process - Florida Bonds from the Perspective of a Bond Insurer and Rating Agency - Geoffrey Buswick and Don Farrell
11:45 a.m. - 2:00 p.m.
Luncheon and Annual Business Meeting
Great Hall 4-6
*All FGFOA members are invited to attend the Tuesday Business Lunch

Business Luncheon Agenda
June 14, 2016 Minutes
2015-2016 Audit
March 31, 2017 Quarterly Financials
Year End Committee Reports
Year End Chapter Reports
Complete Handout
  
2:00 p.m. - 2:50 p.m. 
Beyond Property Taxes: Enhancing Revenue Without Raising the Millage - David Eichenthal
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RFPs Done the Right Way - Kirk Buffington
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Update on Bond Markets: Importance of Underlying Ratings, Refunding Opportunities and More - Betsy Hedden-Schafer, Natalie Sidor and Parker Colvin
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Email and Online Safety/Security - Christopher Ramos and Erich Kron
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3:10 p.m. - 4:50 p.m. 
Understanding the New GASB OPEB Standards: A Closer Look at GASB Statements No. 74 and 75 - Jim Rizzo and Mark White
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Cost Apportionment for Special Assessments - Think Out of the Box - Michael Burton, Erick Van Malssen, and Chis Roe
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Labor Law Update - Suhaill Machado Morales
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Project Financings - How to Structure Mutually Beneficial Private and Public Partnerships - Jeff Larson, Mark Mason and Adam Freedman
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Wednesday, June 28
8:00 a.m. - 11:40 a.m.      
Ethics (Separate registration required) - William Blend
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8:00 a.m. - 9:40 a.m. 
The Nuts and Bolts of Public Defined Contribution Plans - Jacob Peacock
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Outsourcing - Is It For You? - Darrel Thomas and Jason Nunemaker
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IT Governance - F. Alex Brown
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10:00 a.m. - 11:40 a.m. 
Uniform Grant Guidance: Challenges, Best Practices and More - Zach Chalifour and James Halleran
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Unconventional Wisdom: Part II Update on the Strategy - Darren Gray and Nancy Clutts
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Banking Technology: How to Manage and Maximize a Local Banking Relationship - Dori McCarragher and Rene O'Day
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