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| Thursday, December 14, 2023 |
A Roadmap for Uncertain Times: Creating Better Investment Policies
CPE: 2 Hours TB |
Richard Pengelly, and Datnilza Metz, PFM |
Thursday, November 16, 2023
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Understanding Governmental 401(a) and 457(b) Plan Costs & Best Practices
CPE: 2 Hours TB
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Jeff Patrone, SageView Adivsory Group |
| Thursday, September 21, 2023 |
Municipal Market Conditions and Bonds 101
CPE: 2.0 TB
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Sergio Masvidal, Managing Director, PFM Financial Advisors LLC
Pete Varona, Senior Managing Consultant, PFM Financial Advisors LLC |
| August 17, 2023 |
Budgeting Tips, Tricks & Best Practices
CPE: 2.0 TB
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Bryan A. Mantz, CMC, CGFM, President, GovRates |
| July 20, 2023 |
Understanding Your Bank Fees by Learning to Read Your Bank Analysis Statement
CPE: 2.0 TB
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Dawn Choate, Vice President & Treasury Management Officer, Fifth Third Bank and Maria Mason, Product Manager for Instant Payments, Fifth Third Bank |
| June 15, 2023 |
Bank Safety and Soundness
CPE: 2.0 TB
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Mike Heller, President, VERIBANC |
| May 18, 2023 |
ESG - What Is It?
CPE: 2.0TB |
Jeffrey Larson, President, Larson Consulting Services, LLC |
| May 11, 2023 |
Cyber Security - Update On Best Practices
CPE: 2.0 TB
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Paul Jones, CIO, City of West Palm Beach |
| March 16, 2023 |
ERP Implementation
CPE: 2.0TB
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Jackie Kobialko, Treasury Management Consultant, Wells Fargo Bank, N.A. and Lynn Nieves, Treasury Management Consultant, Wells Fargo Bank, N.A. |
| February 16, 2023 |
External Auditor Solicitation and Selection Committee Best Practices
CPE: 2.0 AA
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Derek H. Noonan, Audit Manager, Florida Auditor General |
| February 9, 2023 |
Understanding Your Financial Statements
CPE: 2.0 TB
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Zach Chalifour, CPA, Partner, James Moore |
| January 19, 2023 |
FGFOA Jan Webcast - Funding Considerations for Pensions and OPEBs
CPE: 2.0 TB
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James J. Rizzo, ASA, MAAA, Senior Consultant & Actuary;Piotr Krekora, PhD, ASA, MAAA, Senior Consultant & Actuary; andGabriel Roeder, Smith & Company |
| January 12, 2023 |
The Impact of Higher Interest Rates on the Economy & Budget
CPE: 2.0 TB
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David Jang, Managing Partner - Deep Blue Investment Advisors |
| December 8, 2022 |
Lessons Learned from Implementing GASB 87 & How to Apply Those Lessons to GASB 96
Additional Document: GASB 96 Scoping Questionnaire |
Bryan Sinclair, Vice President, RGP |
| November 17, 2022 |
Introduction to Lean Six Sigma |
Dr Keith A. Clinkscale, Director of Strategic Planning & Performance Management, Palm Beach County |
| September 22, 2022 |
FGFOA Grants Management and Accounting 9.22 |
Hope Pedergrass, Mauldin & Jenkins and Kate Russell, Mauldin & Jenkins |
| August 18, 2022 |
Internal Controls And Fraud Prevention |
Marc M. Grace, Partner, Keefe McCullough |
| July 21, 2022 |
ACFR 101 |
Donna Collins, President, and Milestone Professional Services, Inc. |
| May 26, 2022 |
Bond Issuance and Lease Management |
Louis Stratton, CPA, CITP, CGMA, MBD, Managing Director of Strategic Partnerships, DebtBook; Jay Glover, Managing Director, PFM Financial Advisors LLC; Sergio Masvidal, Managing Director, PFM Financial Advisors LLC |
| April 21, 2022 |
Legislative Update |
Amber Hughes, Senior Legislative Advocate, Florida League of Cities |
| March 17, 2022 |
GASB 87 and 96 |
Benjamin Clark, CPA – Audit Manager with James Moore and Company and
Brendan McKitrick, CPA, CISA – Audit Director with James Moore and Company
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February 17, 2022
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Cybersecurity |
Tina Travieso, Chief Information Security Officer, Palm Beach County Information Systems Services Department |
January 20, 2022
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Capital Assets |
Angelo DiPierro,Fixed Assets Manager, Office of Financial Management and Budget, Palm Beach County |
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December 16, 2021
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Human Resources Recruitment Tips and Tricks
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Kandis Baker-Buford, JD, CPM, Equity & Human Resources Director, Polk Co. BoCC and Douglas G. Baber, SHRM-CP, MBA, City Administrator, Mexico Beach
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November 18, 2021
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American Rescue Plans Act (ARPA)
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Daniel Anderson, Director, Mauldin & Jenkins
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September 23, 2021
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Are You Prepared for the Next Cyber Attack? Cyber Security Presentation and Fraud Insights and Prevention Presentation
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F. Alex Brown, Principal, Plante Moran and Jennifer Fiebelkorn, Principal, Plante Moran
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August 26, 2021
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Environmental Social & Governance (ESG) Investing
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David Reeser, Managing Director, PFM Asset Management LLC; Geovanne Neste, Assistant Finance Director, City of Hallandale Beach; and Sarah Walsh, Sr. Analyst, PFM Asset Management LLC
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July 22, 2021
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Donlon Wage and Hour FGFOA 2021
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Lara Donlon, Esq., Shareholder, Torcivia, Donlon, Goddeau & Rubin, P.A.
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June 17, 2021
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Pensions: Long Term Investment Trends and Impact on Budget
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James J. Rizzo, ASA, MAAA and Piotr Krekora, ASA, MAAA, PhD, Senior Consultants and Actuaries, Gabriel, Roeder, Smith & Company
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May 13, 2021
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Accepting Credit Card Payments
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Matthew Leman, Executive Director, J.P. Morgan
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May 12, 2021 (TB)
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Panel Discussion ESG: Learn from the Experts on How to be a Leader in Disclosing Environmental Risks
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Ben Watkins, Director, Florida Division of Bond Finance
Linda Short, Deputy Director of Finance, City of Ft. Lauderdale
Susan Grant, Director of Finance, City of Ft. Lauderdale
Jennifer Jurado, Ph.D., Chief Resilience Officer, Broward County
Stephen Farmer, Investment & Finance Coordinator, Broward County
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April 22, 2021
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Communication Tactics Calculated to Influence Success Across Organizations
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Susan Rollwagen, Pepperbox Solutions
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April 15, 2021
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How to Develop an Asset Management Policy
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Scott Patton, Senior Manager, Plante Moran; Kari Shea, CPA, Principal, Plante Moran; and Thomas Kempa, CPA, Manager, Plante Moran
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April 8, 2021
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Procurement Card Best Practices
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Denise K. Finn, NIGP-CPP, CPPO, C.P.M., CPPB
Procurement Manager, City of Fort Myers
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March 25, 2021
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Paperless Office: Opportunities and Challenges
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Bryan Frick, Account Executive, MCCi; Alexis Blue, Enterprise Account Manager, MCCi; Mike Pazuki, Head of Intelligent Automation, MCCi
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March 18, 2021
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FGFOA GASB 87: Practical Considerations
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Wayne Durrett, CPA James Moore - Certified Public Accountants and Consulting, and Ben Clark, CPA, Senior Accountant - James Moore - Certified Public Accountants and Consulting
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February 25, 2021
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Dealing with Difficult Employees/Having Difficult Conversations
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Mimi Tran, MSHRM, PHR, SHRM-CP, City of St. Cloud Human Resources Department
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January 28, 2021
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Redefining Leadership for 2021
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Steven Alexander, Managing Director, CEC, PFM Asset Management LLC
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January 21, 2020
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FL-GFOA Long Range Finanical Planning
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Mike McCann, VP of Financial Solutions, OpenGov, Erjeta Diamanti, Budget Manager, City of Pompano Beach, FL, Ernesto Reyes, Director of Budget & Strategic Planning, City of Pompano Beach, FL
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December 17, 2020
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Using Data to Drive Change and Chart Success
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Susan Boyer, Executive Director of the Florida Benchmarking Consortium and
Carlos Maxwell, OMB Coordinator, Office of Management & Budget Management Planning & Performance Analysis Division, Miami-Dade County
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November 19, 2020
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Economic Update
Second Presentation - Recalibrating a Fixed Income Portfolio
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M. Brent Wertz, Managing Partner, Water Walker Investments and Sean Snaith, Ph.D.
Director, Institute for Economic Forecasting (IEF), University of Central Florida
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November 12, 2020
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Best Practices for Remote Working in a Government
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Bob Siegel, President, Privacy Ref
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October 15, 2020
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Impact of COVID-19 (Pandemic) on Financial Reporting
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Zach Chalifour, CPA, Partner, James Moore and Company, CPAs and Consultants and James Halleran, CPA, Partner, James Moore and Company, CPAs and Consultants
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September 17, 2020
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Disaster Recovery/Having a Continuity of Operations Plan
Presentation 1, Presentation 2
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Ed McCrane, Emergency Management Chief, Sarasota County and Frank Russo, Founder/Principal, Proctor Solutions & Consulting
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August 20, 2020
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GASB 84 - Fiduciary Activities, getting ready and using the implementation guide
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Daniel Anderson, CPA - Director with Mauldin & Jenkins
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July 16, 2020
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CARES Act Funding
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Kody Glazer, Legal Director, The Florida Housing Coalition and Susan Pourciau, Technical Advisor for the Florida Housing Coalition
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June 18, 2020
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Florida public records and the Sunshine law (TB)
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Tim Few, Records Management Analyst, Bureau of Archive and Records Management, Department of State and Stephanie Boggs, Records Management Analyst, Bureau of Archive and Records Management, Department of State
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May 21, 2020
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Budget Preparation and Communicating Budget to Constitutional Officers
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Diane Reichard, Chief Financial Officer, Plant City
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April 16, 2020
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Understanding the Property Tax Assessment Process in Florida
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Tim Wilmath, Palm Beach County Property Appraiser's Office
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April 9, 2020
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Special Families First Coronavirus Response Act
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Robert Larkin, Allen Norton & Blue, P.A.
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February 20, 2020
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Strategies for Managing Healthcare Costs
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Anna Maria Studley, Director, Client Development
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January 16, 2020
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Best Practices for Internal Control in an IT Environment No Questions
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Best Practices for Internal Control in an IT Environment No Questions
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December 19, 2019
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Preparing for an ERP Implementation
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Sharhonda M. Rush, CPA, Controller, Jacksonville Transportation Authority
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November 21, 2019
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ADA Compliance Accessibility of Documents on Local Government Websites
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Don Torrez and Nancy Hahlbeck, Certified Accessibility Coordinators, CivicPlus
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October 17, 2019
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457(B) Deferred Compensation Plans Fiduciary Responsibility
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Frank Wan, Senior Vice President Burgess Chambers & Associates, Inc.
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September 19, 2019
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XBRL (HB 1073)
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Michelle Savage, VP, Communication, XBRL US and Shannon N. Sohl, Ph.D., CPA, Senior Research Associate at Northern Illinois University’s Center for Governmental Studies
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August 15, 2019
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Retirement Plans - GASB & Reporting
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Barbara Boyd, CPA, Partner, and Ryan Tucker, CPA, Partner, Purvis, Gray and Company
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July 25, 2019
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Legislative Update
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Amber Hughes, Senior Legislative Advocate, Florida League of Cities
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May 16, 2019
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Economic Update
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Henry H. Fishkind, Ph.D., Director; Kyle Jones, Managing Director, The PFM Group
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April 4, 2019
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Developing a Better Budget Process
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Will Payne, Performance & Budget Manager, City of Largo; Tyler Thompson, Management Analyst III, City of Largo
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February 21, 2019
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Best Practices for E-Payables and Purchasing Cards
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Megan Gaillard, Palm Beach County Office of Inspector General
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December 20, 2018
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Ethics, Public Records & Sunshine Law
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Chevelle D. Nubin, MMC, Village Clerk, Village of Wellington, Florida
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August 16, 2018
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Cost Allocation Plans
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Troy Tangen, Vice President, Financial Services, Maximus; Michael D. Perry, CGFO, Budget Officer, City of Tampa
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July 29, 2018
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GASB 87
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Brian W. Caputo, Ph.D., C.P.A., Board Member, Governmental Accounting Standards Board; Vice President for Administrative Affairs & Chief Financial Officer, College of DuPage, Illinois
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May 17, 2018
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Legislative Update
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Amber Hughes, Legislative Advocate, Florida League of Cities
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April 19, 2018
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Economic Update
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David Jang, Water Walker Investments
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February 15, 2018
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Adapting to a Multi-Generational Workforce
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Dr. Scott Paine, Florida League of Cities University
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January 18, 2018
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Accounting for Capital Assets/GASB 34
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Joel Knopp, CPA, Shareholder, MSL CPAs and Advisors
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December 14, 2017
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Grants - Uniform Guidance / Tracking & Reporting
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Marc A. Grace, C.P.A., Partner, Keefe McCullough; and Stephen P. Emery, C.P.A., Manager, Keefe McCullough
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August 17, 2017
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Fiduciary Considerations for Governmental Retirement Plans
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Frank Wan, Senior Vice President, Burgess Chambers & Associates, Inc
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July 20, 2017
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FGFOA Basic Government Resource Manual
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Eduardo Castaneda, Moore Stephens and Lovelace, and Melissa Burns, Chair of Technical Resources Committee
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May 18, 2017
|
Legislative Update
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Amber Hughes, Senior Legislative Advocate, Florida League of Cities
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April 20, 2017
|
GFOA Budget Award
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John Fishbein, Senior Program Manager, GFOA
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February 16, 2017
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ERP - Common Implementation Mistakes
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David Cruz, Assistant General Counsel, Florida League of Cities and Clay Austin, Assistant Director of Trust Services, Florida League of Cities
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January 19, 2017
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IT Controls
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John Christly, Chief Information Security Officer, Netsurion and Eventtracker and William Blend, Shareholder, Moore, Stephens, Lovelace, P.A.
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December 15, 2016
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Current Trends in Public Finance and Capital Markets & Continuing Disclosure Update (separate presentations - links under speakers)
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Erik Dingwall, Managing Director, BLX. Margaret Lexcano, Managing Director, Stifel. Alex Bugallo, Managing Director, Stifel.
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September 15, 2016
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The Overtime Rule: What You Need to Know
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Kelly Cochran, HR Director, Warren Averett Workplace; Gerriann Fagan, Warren Averett Workplace; Arnold (Trip) Umback III, Attorney, Starness Davis Florie
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August 18, 2016
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Strategic Planning, Performance Measures, and Benchmarks
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Eric R. Johnson, MPA, Assistant County Administrator, Hillsborough County
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July 20, 2016
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Internal Controls - From A to Z an How to Why
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Paul Perry, FHFMA, CITP, CPA, Senior Manager, Director of Security Services, Warren Averett
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May 19, 2016
|
GASB Statements No. 74 & 75
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Michelle Blackstock, CPA/CITP, Crowe Horwath LLP
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April 14, 2016
|
Legislative Update
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Amber Hughes, Legislative Advocate, Florida League of Cities and Davin Suggs, Policy Director, Florida Association of Counties
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March 17, 2016
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Economic Update - Bonds - Investments
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David Jang, Partner, Client Advisory Services, Wertz York Capital Management
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February 18, 2016
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Budgeting
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Sherry Mehl, Director of Administration and Budget, Putnam County Clerk of Courts
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December 17, 2015
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Transparency in Local Government
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Ken Burke, Clerk of the Circuit Court and Comptroller, Pinellas County, and Samantha Wolfe, Interim Senior Strategic Planner, City of Gainesville
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October 15, 2015
|
GASB Hot Topics
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Michael D. Futterman, CPA, Partner, Assurance Services, Marcum LLP
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August 20, 2015
|
IRS Affordable Care Act Reporting
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Kate Grangard, CPA, CFO/COO, Gehring Group
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July 30, 2015
|
Legislative Review and Changes to Police & Firefighter Pension Law
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Kraig Conn, Amber Hughes, Florida League of Cities and Davin Suggs, Florida Association of Counties
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May 19, 2015
|
Municipal Bond Market Update, Continuing Disclosure, and Other Post-Issuance Requirements
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Erik Dingwall, Managing Director, BLX Group LLC, Jim Kelly, Director, RBC Capital Markets, and Julie Santamaria, Director, RBC Capital Markets
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April 16, 2015
|
Internal C ontrol over Financial Reporting
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Israel Gomez, CPA, Partner and Marc Grace, CPA, Manager, Keefe McCullough CPAs & Trusted Advisors
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March 19, 2015
|
Leadership
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Nicole Gasparri, CGFO, Organizational Program Manager, City of Boca Raton
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February 19, 2015
|
Budgeting Basics
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Michael D. Perry, CGFO, Budget Officer, City of Tampa
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December 18, 2014
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GASB's New Pension Standards
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Garry Green, Chief, Bureau of Research and Member Communications, Division of Retirement, Department of Management Services, State of Florida
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October 30, 2014
|
Performance Measurement & Benchmarking - Charting Success
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Susan Boyer, FBC Executive Director
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August 19, 2014
|
Overview of the Top Risks & the Keys to a Successful Implementation of an ERP System
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K. Adam Glover, CISA, Senior Associate, Risk Advisory Services Group, Orlando
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July 17, 2014
|
The New Securities and Exchange Commission Municipal Advisor (MA) Rule
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John Cross, Director of Municipal Securities Office, Securities and Exchange Commission; Peg Henry- Senior Vice President and Assistant General Counsel with Jeffries Muni Compliance , previously General Counsel to the MSRB (Municipal Securities Rulemaking Board), Member of National Association of Bond Lawyers; Alexandra MacLennan-Partner, Squire Patton Boggs (US) LLP; Member of the Board of Directors of the National Association of Bond Lawyers; and Ben Watkins-Director of the State of Florida Division of Bond Finance and Chair of the GFOA Committee on Governmental Debt Management
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June 19, 2014
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Variable Annuity Plans Allocation of Risks in Hybrid Pension Plans
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Donald E. Fuerst, Senior Pension Fellow, American Academy of Actuaries; James J. Rizzo, ASA, MAAA, Senior Consultant & Actuary, Gabriel, Roeder, Smith & Company
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April 29, 2014
|
Municipal Bond Market Update & A Look Ahead
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Jay Glover and David Moore, Managing Directors of Public Financial Management, Inc.
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March 20, 2014
|
Leadership
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Daniel R. Vicker, Ph.D. - Student and CPM Society Liaison - Florida Center for Public Management
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February 20, 2014
|
It's a Matter of Interest
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Leonard Chubinsky, Senior Corporate Counsel & Secretary; Robert Claiborne, CFA, Director, Head of Credit Research; Miriam Cleary, Regional Director, Public Sector Group; Samira Mattin, Vice President, Portfolio Management; Marc H. McClure, CFA, Vice President, Portfolio Management; David Witthohn, CFA, CIPM, Director, Public Sector Group, Cutwater Asset Management
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December 19, 2013
|
Budgeting
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Todd Bond, Budget Officer, Polk County Board of County Commissioners - Bartow
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October 17, 2013
|
Florida Revenue Sharing
|
Robert W. Mckee, Chief Economist, Florida Department of Revenue, Tallahassee, FL
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August 15, 2013
|
An Update on Health Care Reform
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Clay Austin, Director of Group Health, Florida League of Cities - Orlando; D. Michael Jones, ASA, MAAA, Senior Consultant, Towers Watson-Atlanta
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July 18, 2013
|
Fair Labor Standards Act
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William L (Roy) Richardson, Jr., Community Outreach and Planning Specialist, US Dept of Labor, Wage and Hour Division
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May 16, 2013
|
The Auditor General Update
|
Michael J. Gomez, CPA, Audit Supervisor, Florida Auditor General - Tallahassee; Beau Brooks, CPA, Lead Senior Auditor, Florida Auditor General - Tallahassee
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March 14, 2013
|
U.S. & Florida Economic Update
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Sean M. Snaith, Ph.D., Director, Institute for Economic Competitiveness, University of Central Florida
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February 14, 2013
|
Legislative Policy Statements and Update
|
David Keller, Assistant City Manager/Chief Financial Officer, City of Weston & Kent Olson, Deputy Treasurer-Clerk, City of Tallahassee
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January 24, 2013
|
Costing Government Goods and Services
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Dr. Clifford McCue, Associate Professor, School of Public Administration Florida Atlantic University
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December 13, 2012
|
Payables (1099 Reporting) and W2 Preparation
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Fernando Echevarria, Federal, State and Local Government Specialist, Internal Revenue Service
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October 25, 2012
|
GASB Reporting Standards Update; GASB 54 and GASB 60-64
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William Blend, CPA, Shareholder, Moore Stephens Lovelace, P.A., Orlando, Florida
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August 22, 2012
|
Investing Florida Public Funds During Unusual Times
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Scott Prickett, Manageing Director, Glenn Scott, Senior Vice President, Julie Hughes, Senior Vice President - Davidson Fixed Income Management
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July 24, 2012
|
Legislative Update
|
Amber Hughes, Legislative Advocate, Florida League of Cities & Davin Suggs, Senior Legislative Advocate, Florida Association of Counties
|
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April 25, 2012
|
Auditor General Update
|
Anita Marlowe & Beau Brooks, Florida Auditor General's Office
|
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March 8, 2012
|
Employment Tax Updates and Common Audit Issues
|
Sheree Cunningham, Federal State & Local Government
|
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February 16, 2012
|
Pension Reform
|
James W. Linn, Shareholder, Lewis, Longman & Walker, P.A.; James J. Rizzo, ASA, MAAA, Senior Consultant & Actuary, Gabriel, Roeder, Smith & Company; Christopher Lyons, CPA, CGFO, CPFO, Director of Financial Administration, City of Sarasota; FGFOA President
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January 26, 2012
|
Priority Driven Budgeting: An Alternative to Incremental Budgeting
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Steven G. Chapman, II, CPFO, Director of Finance, North Lauderdale
|
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December 15, 2011
|
The Current Market for Treasury Management & Your Cash Flow Modeling
|
Mitchell P. York, CFA, Principal, Wertz York Capital Management Group
|
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October 13, 2011
|
How to Manage Your Investments
|
Jeffrey Larson, Mark C. Mason and Dr. Donald E. Weber
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September 14, 2011
|
Safety Liquidity and Yield in a Low Interest Rate Environment
|
James Womack and Dustin Heintz
|
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August 18, 2011
|
Traditional Investment Choices and Emerging Alternatives
|
Steven Alexander and David Jang
|