FGFOA 2017 Annual Conference

When
6/24/2017 - 6/28/2017
Where
Diplomat Beach Resort 3555 S. Ocean Dr. Hollywood, FL 33019

Program options

Saturday, 24 June 2017

Description
Cancellations: Must be received and confirmed in writing by 5:00 p.m., Friday, June 16, 2017 to entitle registrant to a refund of registration fees, less a $40.00 administrative fee. Cancellations after June 16, 2017 will result in no refund.
When
6/24/2017 - 6/28/2017 5:00 PM
The registration desk will be open at the Diplomat Beach Resort as follows: Saturday, June 24th - 7:30 a.m. - 4:30 p.m. Sunday, June 25th - 9:00 a.m. - 7:30 p.m. Monday, June 26th - 7:30 a.m. - 4:30 p.m. Tuesday, June 27th - 7:30 a.m. - 4:30 p.m. Wednesday, June 28th - 7:30 a.m. - 12:00 p.m.
When
6/24/2017 7:30 AM - 6/28/2017 12:00 PM
7:30 AM
Investment Pre-Conference Seminar (Separate Registration Required) CPE Credit: 8 Hours (TB) SATURDAY, June 24 8:00 a.m. - 4:40 p.m. Investment Pre-Conference Seminar (Separate Registration Required) CPE Credit: 8 Hours (TB) Market Update and Finding Value in High Credit Quality Fixed Income 8:00 a.m. - 9:40 a.m. This session will provide an economic update with a discussion on current market related topics and their impact on fixed income portfolios. The presentation will also demonstrate ways of finding value within the high quality credit sector, from the perspective of a broker-dealer. Measuring the Impact of Socially Responsible Investing (SRI) 10:00 a.m. - 11:40 a.m. Investment officers of public funds are increasingly seeking high?quality investment assets that offer diversification benefits and serve a social purpose. On this panel, representatives from select government sponsored enterprises (GSEs) and the Washington?based Supranational issuers will discuss their unique mandates and how funding proceeds are being used in the service of their missions. This perspective will offer investors the opportunity to learn how these issuers are financing with a purpose to improve communities both in the U.S. and around the world. Utilizing Credit as Part of a Diversified Asset Allocation Strategy 1:00 p.m. - 2:40 p.m. This session will discuss the approach to including credit sector investments, such as corporate notes and commercial paper as part of a diversified asset allocation strategy and the advantages and risks, historical performance and approach to credit research. The presentation will also focus on the impact of credit in fixed income public fund portfolios, from the perspectives of a portfolio manager and credit analyst. Keeping It Short 3:00 p.m. - 4:40 p.m. This session will cover trends and opportunities in the short investment duration/cash investment space, including money market funds, local government investment pools, commercial paper and CDs and the market sentiments and the impact on liquidity investments.
Category
6 Hours TB, 2 Hours BEH
Time
8:00 AM - 4:40 PM
8:00 AM
Leadership Pre-Conference Seminar (Separate Registration Required) CPE Credit: 8 Hours (BEH) SATURDAY, June 24 8:00 a.m. - 4:40 p.m. Leadership Pre-Conference Seminar (Separate Registration Required) CPE Credit: 6 Hours (TB) and 2 Hours (BEH) The Role of the CFO/Finance Director - First 100 Days and Beyond 8:00 a.m. - 9:40 a.m. This session will cover matters encountered by government finance executives when starting a new position, such as dealing with the public, elected officials, boundaries with the city manager and other leadership personnel. The Role of the CFO/Finance Director - Succession Planning and Effective Transitions 10:00 a.m. - 11:40 a.m. This session explores the finance director's role in building a department and structure that allows for successful transitions within the department and the eventual transition of finance leadership staff. Organizational Management and Leadership in Government 1:00 p.m. - 2:40 p.m. This segment will present the perspective of the chief administrative/executive on transitioning to a new CFO and the role of the CFO within the organization. Training the Leaders of Tomorrow 3:00 p.m. - 4:40 p.m. This session, moderated by FGFOA President-Elect Linda Howard, will explore leadership training, including public speaking and personnel/HR considerations. Additionally, graduates of the first FGFOA Leadership program will discuss the impact that the program has had on their professional and personal lives.
Category
8 Hours BEH
Time
8:00 AM - 4:40 PM
8:00 AM

Sunday, 25 June 2017

Description
Golf Tournament Sunday, June 25 - 7:30 a.m. - noon Additional Registration Required - $100
Time
7:30 AM - 12:00 PM
7:30 AM
Fitness enthusiasts, please join us for a fun and energetic Zumba class. The class will be led by our own Nicole Gasparri. She is sure to get your heart beat up and ready for the day.
Time
9:00 AM - 10:00 AM
9:00 AM
First Time Attendee Orientation Session
Time
11:00 AM - 11:45 AM
11:00 AM
This session will be a general update on future pronouncements and proposals affecting state and local government. CPE Credit: 2 Hours (AA)
Category
AA 2 hours
Track
AA
Time
1:00 PM - 2:40 PM
1:00 PM
Strategic Planning for Disasters CPE Credit: 2 Hours (TB) This session will focus on planning for both FEMA and non-FEMA events, to include developing policies and procedures and planning for sustainability and resiliency.
Category
TB 2 hours
Track
TB
Time
1:00 PM - 2:40 PM
1:00 PM
GASB Hot Topics CPE Credit: 2 Hours (AA) This session will include the latest news from GASB and provide answers to address public confusion on current pronouncements.
Category
AA 2 hours
Track
AA
Time
3:00 PM - 4:40 PM
3:00 PM
Social Media in Government and Civic Engagement CPE Credit: 2 Hours (TB) This session will be an interactive and lively discussion of effective utilization of social media in all forms of government. Speakers will also cover Social Media fundamentals combined with practical use in government.
Category
TB 2 hours
Track
TB
Time
3:00 PM - 4:40 PM
3:00 PM
Association Night Reception Sunday, June 25 - Reception 5:30 p.m. - 7:00 p.m. There will be many exhibitors, and attendees will have the opportunity to mingle with friends and colleagues and learn about innovative financial advances. The reception will feature heavy hors d'oeuvres, which are sure to be delicious! Association Night is open to registered adults only - no children, please.
Time
5:30 PM - 7:00 PM
5:30 PM

Monday, 26 June 2017

Description
OPENING GENERAL SESSION Dave Timmons Where Have All the LEADERS Gone? CPE Credit: 1 Hour (TB) Rediscovering The ART of Leadership in a Numbers-Driven World. In this inspirational and actionable program, leadership artist Dave Timmons will help you rediscover four forgotten fundamentals to propel your relational influence to new levels. True success in the future will depend on managers and contributors stepping up to lead others through the power of emotional engagement. By the way, Dave is bringing his favorite guitar so come ready to rock the house with Dave as he shares some classic rock song parodies and more! You don't want to miss this one.
Category
BEH 1 hour
Track
BEH
Time
8:30 AM - 10:00 AM
8:30 AM
Best Practices in Investments - How to Approach Investments Given Current Market Conditions CPE Credit: 2 Hours (TB) This session will evaluate the economy's current status by reviewing the condition of the four broad sectors of the economy: consumer, business, governments and exports. Speakers will also discuss the level of inflation and the status of the job market. Finally, there will be a review of the Federal Reserve's latest monetary statements and actions, and discussion of the long term trends of the financial markets.
Category
TB 2 hours
Track
TB
Time
10:20 AM - 12:00 PM
10:20 AM
Communication: What Elected Officials Expect from You CPE Credit: 2 Hours (BEH) This session will explore methods of communication between executives/leaders of local governments and elected officials, based on what elected officials want, need, and should hear - and how they should hear it.
Category
BEH 2 hours
Track
BEH
Time
10:20 AM - 12:00 PM
10:20 AM
Economic Overview - Will it Continue to be the Tortoise or is the Hare Really Here to Stay? CPE Credit: 2 Hours (TB) This session will address the changing domestic and global economic landscape and potential inflection point for local investors guiding their portfolios on the winding track toward financial security.
Category
TB 2 hours
Track
TB
Time
10:20 AM - 12:00 PM
10:20 AM
Local Government Accountability Update CPE Credit: 2 Hours (AA) Update from the Florida Auditor General's Office and the Florida Department of Management Services on current issues pertaining to local governments.
Category
AA 2 hours
Track
AA
Time
10:20 AM - 12:00 PM
10:20 AM
Accounting Complexities Facing Local Governments CPE Credit: 2 Hours (AA) This session will provide answers to a series of hypothetical questions that present complex accounting and financial reporting issues facing many Florida governments of varying size and structure. The presentation will help expand your knowledge base of various GASB standards and related authoritative guidance through simulated problems and solutions. It will focus on areas such as revenue recognition for exchange versus non-exchange transactions, debt refunding, accounting for disposals of operations, financial presentation and disclosure issues, and much more!
Category
AA 2 hours
Track
AA
Time
1:30 PM - 3:10 PM
1:30 PM
Enterprise Risk Management - Treadway Commission Credit: 2 Hours (TB) This session will provide assistance in developing specific strategies for designing and sustaining an effective risk management program, understanding the value of ERM and developing a risk culture to achieve value and performance improvement.
Category
TB 2 hours
Track
TB
Time
1:30 PM - 3:10 PM
1:30 PM
Local Government's Role in Promoting Economic Growth CPE Credit: 2 Hours (TB) The local government's role in promoting economic growth can come in many forms. This session will explore promoting the local economy from a business enterprise perspective to local government's pro-growth policies, and from capital and infrastructure projects to tourism.
Category
TB 2 hours
Track
TB
Time
1:30 PM - 3:10 PM
1:30 PM
Working Through an Inspector General Investigation CPE Credit: 2 Hours (TB) This session will provide the mission of the Office of the Inspector General (OIG) and objectives of the OIG investigations. Learn about how an investigation begins, investigative plans and fieldwork, meetings with management and follow-ups to recommendations made. It will also give tips on working through the investigation from the perspective of the inspector general.
Category
TB 2 hours
Track
TB
Time
1:30 PM - 3:10 PM
1:30 PM
Best Practices in Budgeting and Fiscal Policy CPE Credit: 2 Hours (TB) Over the last couple of decades, the GFOA has developed more than 35 best practices related to budgeting covering fiscal policy, linking the budget to organizational goals, performance and the budget process, as well as the specific elements of the operating budget document. This session will focus on the practical implementation of these best practices.
Category
TB 2 hours
Track
TB
Time
3:30 PM - 5:10 PM
3:30 PM
Enhance Your Own Performance CPE Credit: 2 Hours (BEH) Are you interested in taking your leadership to the next level? Are you interested in identifying the barriers in the way of your power in every situation, no matter what the circumstance? Or, have you ever been frustrated in an interaction with another? If you have ever wondered what is in the way of your performance, or you may simply be looking to expand yourself beyond the leader you are today, this workshop is for you. Attend this session to see what is necessary to achieve a high level of performance.
Category
TB 2 hours
Track
TB
Time
3:30 PM - 5:10 PM
3:30 PM
Importance of the Government Wide Financials CPE Credit: 2 Hours (AA) This session will address interpreting local government financial statements. It will expand on why government financial statements have different measurement focuses and explore examples of how and why they are different. There will also be a discussion on the changes to government wide reporting on the horizon.
Category
AA 2 hours
Track
AA
Time
3:30 PM - 5:10 PM
3:30 PM
The Value of Transparency CPE Credit: 2 Hours (TB) Transparency has been the buzz in recent years, with cities and counties jumping on the band wagon to become transparent. In Florida, the Sunshine Law dictates we must provide the material when asked, unless the information is specifically exempt from public record. Providing transparency can be defined in many ways. This session will explore ways that cities and counties are providing transparency and discuss the advantages for each type of transparency.
Category
TB 2 hours
Track
TB
Time
3:30 PM - 5:10 PM
3:30 PM
Emerging Leader's Network Event Monday, June 26 - 5:15 p.m. - 6:30 p.m. Plan to hang out with old friends or meet new ones, establishing some lifelong friendships and contacts so emerging leaders will have the opportunity to learn from veteran FGFOA members. If you plan to join us, to mark the appropriate box on the registration form. We will gather outside of the meeting rooms and be led to the destination.
Time
5:15 PM - 6:30 PM
5:15 PM

Tuesday, 27 June 2017

Description
Ethics for Government Employees CPE Credit: 2 Hours (TB) This will be a refresher for non-CPAs on topics including Sunshine Law, public records, procurement, and conducting government business in general.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
GFOA Budget Award Program Credit: 2 Hours (TB) GFOA established the Distinguished Budget Presentation Awards Program in 1984 to encourage and assist state and local governments to prepare budget documents of the very highest quality, and then to recognize individual governments that succeed in achieving that goal. This session will help you understand what it takes to earn the budget award.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
IT Modernization: Bringing Government from Obsolete to Cutting Edge CPE Credit: 2 Hours (TB) This interactive session will explore the IT industry and discuss trends in local government. Speakers will address the impact of older systems on efficiency and explore modernization and the potential benefits and downfalls.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
Post Issuer Compliance Update CPE Credit: 2 Hours (TB) This presentation will address aspects of arbitrage compliance, the continuing disclosure requirements and private business use limitations relevant to the debt and treasury management functions.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
Approaching the Budget: Communicating, Modeling and Forecasting CPE Credit: 2 Hours (TB) This session will provide a high level overview on how Sarasota County communicates the budget throughout the organization. The presentation will also focus on some of the financial models used in the budget process, new processes that the county has implemented, including departmental internal reviews and Capital Improvement Plan prioritization, processes and measuring performance.
Category
TB 2 hours
Track
TB
Time
10:00 AM - 11:40 AM
10:00 AM
Credit Enhancement and Rating Process - Florida Bonds from the Perspective of a Bond Insurer and Rating Agency CPE Credit: 2 Hours (TB) Come hear from a panel of professionals whose responsibilities involve establishing credit ratings and insuring bonds, and learn the key considerations involved in their analysis and due diligence process as the bonds are issued, as well as post issuance review and surveillance.
Category
TB 2 hours
Track
TB
Time
10:00 AM - 11:40 AM
10:00 AM
How to Optimize the Internal Audit: From External Audit and Client Perspective CPE Credit: 2 Hours (AA) This session will introduce ideas for government entities to expand how they structure and utilize an internal audit to effectively take it beyond a simple compliance function. Internal audits are evolving and can be structured in many different ways to meet a variety of goals, as the structure internal audit by itself can drive numerous results. This session will discuss the pros and cons of varied internal control structures. We will provide an overview of different types of audits that can drive operating effectiveness and efficiencies.
Category
AA 2 hours
Track
AA
Time
10:00 AM - 11:40 AM
10:00 AM
Legislative Update CPE Credit: 2 Hours (TB) This session will review the 2017 legislative session, review the bills that passed and failed, and discuss their implications on local governments.
Category
TB 2 hours
Track
TB
Time
10:00 AM - 11:40 AM
10:00 AM
Luncheon and Annual Business Meeting - Members Only
Time
11:45 AM - 2:00 PM
11:45 AM
Extra Tickets to the Tuesday Business Lunch
Time
11:45 AM - 2:00 PM
11:45 AM
Beyond Property Taxes: Enhancing Revenue Without Raising the Millage CPE Credit: 1 Hour (TB) This session will look at revenue enhancements without raising the millage rate. There are many other revenue sources that are available to governments without increasing property taxes. We look at some of those sources of revenue beyond property taxes.
Category
TB 1 hour
Track
TB
Time
2:00 PM - 2:50 PM
2:00 PM
Email and Online Safety/Security CPE Credit: 1 Hour (TB) Do you really know who is sending you an email? Find out the tricks and how you can find out who you are responding to before you hit send, and learn how to protect yourself from phishing.
Category
TB 1 hour
Track
TB
Time
2:00 PM - 2:50 PM
2:00 PM
RFPs Done the Right Way CPE Credit: 1 Hour (TB) This session will provide information on correctly preparing and writing an RFP. Some areas covered will be proper wording, the scope and ensuring language is legally correct.
Category
TB 1 hour
Track
TB
Time
2:00 PM - 2:50 PM
2:00 PM
Update on Bond Markets: Importance of Underlying Ratings, Refunding Opportunities and More CPE Credit: 1 Hour (TB) This session will provide an overview of current municipal market conditions, investor preferences, structuring alternatives and the importance of underlying ratings in today's changing marketplace. There will also be discussion of the significant volatility in the market since the U.S. presidential election and how the municipal market has responded in terms of volume, pricing and investor appetite.
Category
TB 1 hour
Track
TB
Time
2:00 PM - 2:50 PM
2:00 PM
Cost Apportionment for Special Assessments - Think Out of the Box CPE Credit: 2 Hours (TB) This session will discuss how "thinking out of the box" and evaluating alternative methodologies can provide flexibility regarding the cost apportionment methods used and be beneficial to local governments.
Category
TB 2 hours
Track
TB
Time
3:10 PM - 4:50 PM
3:10 PM
Labor Law Update CPE Credit: 2 Hours (TB) This session will discuss and analyze recent changes to labor law and a look ahead at issues that may affect the workplace.
Category
TB 2 hours
Track
TB
Time
3:10 PM - 4:50 PM
3:10 PM
Project Financings - How to Structure Mutually Beneficial Private and Public Partnerships CPE Credit: 2 Hours (TB) This panel discussion will explore the benefits, costs, potential conflicts involved with public private partnerships (PPPs) and provide suggestions to help government entities create success with such arrangements.
Category
TB 2 hours
Track
TB
Time
3:10 PM - 4:50 PM
3:10 PM
Understanding the New GASB OPEB Standards: A Closer Look at GASB Statements No. 74 and 75 CPE Credit: 2 Hours (AA) This session will focus on everything you need to know to successfully implement the new GASB OPEB standards. The new standards will be compared and contrasted to what we already know from implementing GASB 67/68. The diverse backgrounds of the speakers will ensure that all of the actuarial, accounting and financial reporting aspects of the new standards will be covered.
Category
AA 2 hours
Track
AA
Time
3:10 PM - 4:50 PM
3:10 PM
One ticket to this event is included in your registration fee. Use this selection tool to purchase additional tickets.
Time
6:30 PM - 10:00 PM
6:30 PM
One ticket to this event is included in your registration fee. Use this selection tool to purchase additional tickets for children 3-18 years old.
Time
6:30 PM - 9:30 PM
6:30 PM
One ticket to this event is included in your registration fee. This is for an extra ticket that is being purchased AFTER 6/9/2017
Time
6:30 PM - 9:30 PM
6:30 PM
Extra youth ticket purchased after June 9, 2017
Time
6:30 PM - 9:30 PM
6:30 PM
Tuesday Night Event- Tuesday, June 27 - 6:30 p.m. - 9:30 p.m. Join us for a night of entertainment and glamour at the Diplomat Beach Resort. Dress up like a Hollywood star from the 20s, 30s, 40s or today. Walk the FGFOA red carpet, pose for candid shots with family and friends, and enjoy an old Hollywood themed extravaganza. This will be a fun-filled night of food, live music, flapper dancers and more. Plus, appearances by some of your favorite classic Hollywood actors will make it an event to remember. You won't want to miss out. We'll see you at the party. One ticket to this event is included in your registration fee. You can purchase extra tickets for children ages 3-18 for $25 and additional adult tickets are $50. Please reserve your tickets when you complete your registration form. Additional tickets are available for purchase at the FGFOA Registration Desk until 4:30 the day of the event.
Time
6:30 PM - 9:30 PM
6:30 PM

Wednesday, 28 June 2017

Description
Ethics (additional registration fee required) CPE Credit: 4 Hours (Ethics) As professionals, CPAs often face complex and challenging ethical situations. This course provides a framework to help CPAs address their ethical and regulatory obligations and comply with professional requirements. Through interactive discussion, we will explore recent trends in professional ethics along with the application of specific rules and requirements applicable to CPAs. Our focus will be on the obligations imposed on CPAs by the Florida Statutes, the Rules of the Florida Board of Accountancy, and the AICPA Code of Professional Conduct, the FGFOA Code of Ethics, and Chapter 112, F.S. This newly enhanced course is specifically designed for professionals working in government. The course fulfills the biennial ethics requirement for Florida CPAs and CGFOs of the Florida Government Finance Officers Association.
Category
Ethics 4 hours
Track
Ethics
Time
8:00 AM - 11:40 AM
8:00 AM
IT Governance CPE Credit: 2 Hours (TB) This presentation will discuss current threats faced by public institutions, developing a comprehensive risk assessment framework, and discussing the control categories and maturity levels. A risk-based approach to security ensures an efficient and practical approach to managing risks. A risk-based approach is also useful when considering emerging technologies such as mobile and cloud computing.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
Outsourcing - Is It for You? CPE Credit: 2 Hours (TB) Some cities, especially newer ones, were developed with the "contract services" model from the very beginning. Other cities have chosen to contract a department or function. Come find out how it works, the shortcomings and what to consider in transition.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
The Nuts and Bolts of Public Defined Contribution Plans CPE Credit: 2 Hours (TB) Given the increased focus and scrutiny of 457 and 401a plans, this session is designed to cover everything you need to know about prudent fiduciary oversight of deferred compensation and defined contribution plans. The discussion will include governance structure, plan design, investment policy statements, vendor review and selection, employee education and ongoing compliance monitoring.
Category
TB 2 hours
Track
TB
Time
8:00 AM - 9:40 AM
8:00 AM
Banking Technology: Hot to Manage and Maximize a Local Banking Relationship CPE Credit: 2 Hours (TB) This informative session will provide a comprehensive update on banking services, including new technology, latest trends, electronic payments and more. The panel will also discuss how to evaluate, manage and maximize banking relationships.
Category
TB 2 hours
Track
TB
Time
10:00 AM - 11:40 AM
10:00 AM
Unconventional Wisdom: Part II Update on the Strategy CPE Credit: 2 Hours (TB) Does your city have a vision for the future? A vision designed to support decision makers with making the big decisions? Good news! Whether or not your city has a vision for the future, your city will end up someplace. Join the presenters as they build on last year's presentation and update the vision and share an unconventional road map utilized by the City of Clermont to arrive as the "Choice of Champions."
Category
TB 2 hours
Track
TB
Time
10:00 AM - 11:40 AM
10:00 AM
Uniform Grant Guidance: Challenges, Best Practice and More CPE Credit: 2 Hours (AA) Following the first fiscal year for local governments with the Uniform Guidance in effect, this session will take a practical look at some of the challenges and complexities, best practices, common deficiencies and more related to compliance with the Uniform Guidance from both an auditor and auditee perspective. This session will also highlight changes in the 2017 Compliance Supplement and other current issues and changes affecting the upcoming fiscal year-end.
Category
TB 2 hours
Track
TB
Time
10:00 AM - 11:40 AM
10:00 AM
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