CEU Form and Speaker Materials

FINAL PROGRAM

SPRING INSTITUTE ATTENDEE ROSTER

CEU FORM

 

Handouts are a link in the title or description in the sessions below:

Monday, April 10

8:00–9:15 a.m.            Welcome and Opening General Session (1.5 CGFO/CPE) [Ballroom A]

Legislative Update
Bennett Sandlin (left), Executive Director, Texas Municipal League

National Update
Marc Gonzales (right), GFOA President and Director, Department of Finance, Clackamas County, Oregon

Moderator: GFOAT President Clifford Blackwell III, Interim Assistant City Manager, City of Bedford

9:30–10:25 a.m.          CONCURRENT SESSIONS (1.0 CGFO/CPE)

GFOAT—Learning the Ropes [Sabine – Lower Level]

Come meet the GFOAT leadership and learn about the association. In this session, you will learn about the history of GFOAT and what each committee’s purpose is. Learn what GFOAT can do for you and how you can get involved. GFOAT needs YOU!
GFOAT Board of Directors

Purchasing 101: The Basics [Ballroom A]

Learn the foundation of purchasing laws, procedures, and terminology. What are HB 23 and HB 1295, and what does your entity need to do to comply? What does the Texas Local Government Code say about purchasing? What is the difference between a bid, RFP, and RFQ, and what are the pitfalls if you reject one of these? What is a HUB and how do you find vendors that qualify as a HUB? Learn the answers to these questions and more.
Diane Palmer-Boeck, CPPO, CPPB, Director of Procurement and Project Management, City of Plano

TMRS Update (repeated at 10:45 a.m.) [Wedgwood Ballroom]

The Texas Municipal Retirement System (TMRS) really is different from most of the systems you read about in the press. Come get an overview of how TMRS works and how your city’s pensions are managed.
David Rodriguez, Senior Regional Manager-City Services, Texas Municipal Retirement System (TMRS); and Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton

Legal Framework for Adopting a City’s Budget and Property Tax Rate (repeated at 10:45 a.m.)
[Ballroom B]

This talk is an introduction to the legal framework and process for adopting a city budget and property tax rate. We will walk through the three applicable statutes. We will also talk about the timing of notices and hearings, and discuss some practical tips that should help your city follow the process properly.
Leela Fireside, Assistant City Attorney, City of Austin

Refreshment Break/Sponsor Networking

10:45 –11:40 a.m.       CONCURRENT SESSIONS (1.0 CGFO/CPE)

TMRS Update (repeated from 9:30 a.m.) [Wedgwood Ballroom]

The Texas Municipal Retirement System (TMRS) really is different from most of the systems you read about in the press. Come get an overview of how TMRS works and how your city’s pensions are managed.
David Rodriguez, Senior Regional Manager-City Services, Texas Municipal Retirement System (TMRS); and Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton

Legal Framework for Adopting a City’s Budget and Property Tax Rate (repeated from 9:30 a.m.)
[Ballroom A]

This talk is an introduction to the legal framework and process for adopting a city budget and property tax rate. We will walk through the three applicable statutes. We will also talk about the timing of notices and hearings, and discuss some practical tips that should help your city follow the process properly.
Leela Fireside, Assistant City Attorney, City of Austin

Women in Government: Stories to Share [Ballroom B]

From the co-creator of Democracy at the Doorstep, Too (ICMA 2012), Ms. Byrne-Vossmer will share stories compiled from women in local government leadership roles. Adding clips from her colorful 30-year career in the field, from unusual work challenges and personal growth opportunities, Ms. Daly will join her to reinforce our notion that there’s never a boring moment in public administration. As seasoned city managers, including leadership roles in the Texas City Management Association (TCMA) and the International City/County Management Association (ICMA), their unique styles will provide an opportunity for GFOAT members to join in with their own stories to share.
Melissa Byrne-Vossmer, City Manager, City of Ingleside; and Karen Daly, ICMA Mountain Plains Regional Director

1:00–2:15 p.m.            Business Meeting and General Session (1.5 CGFO/CPE) [Ballroom A]

Presiding: GFOAT President Clifford Blackwell III, Interim Assistant City Manager, City of Bedford

Memory Power

If there were a magic pill that would improve your memory, would you take it? Fortunately, you don’t need to. This fun and interactive session shows you how to build a mental filing system by applying new information to what you already know. The results are astonishing as you discover the power of your brain. You’ll learn techniques on organizing your thoughts and gaining control of your day without the fear of forgetting. When you’re skilled in memory, all of your other skills get better.
Paul Mellor, Author and Speaker, Success Links

Refreshment Break/Sponsor Networking

2:30–3:45 p.m.            Concurrent Sessions (1.5 CGFO/CPE)

Depository Contracts (repeated Tuesday at 9:20 a.m.) [Wedgwood Ballroom]

This session will cover the “how to” on preparing good depository RFA’s, what is required in Chapter 105 and the PFCA, how to manage the process, how to evaluate completely, and best practices. It will also cover what your contract should include for your safety and to avoid future surprises. Transition do’s and don’ts and the new account structure you need to consider under the new rate and bank conditions as well as lessons learned will also be covered in this in-depth review.
Linda Patterson, President, Patterson and Associates

Recruiting, Coaching, and Developing the Next Generation of Finance Directors [Ballroom B]

This session looks at the challenges of recruiting key finance staff and preparing yourself or your top staff to be ready for those positions.  The three panelists share the challenges, trends, first-hand experiences, and observations from both the city manager and executive recruiter perspective on finding and hiring top level finance staff.
Chris Hartung, President, Chris Hartung Consulting LLC; David Morgan, City Manager, City of Georgetown; and Katie Corder, Senior Vice President, Executive Search, Strategic Government Resources

How To Remember Names and Other Important Stuff [Ballroom A]

In today’s business world, having the ability to remember names and faces, beat absent-mindedness, and recall facts and figures puts you at the head of the pack. In this fast-paced program, you’ll learn skills for recalling names, speaking without notes, and staying on task utilizing effective time management skills. You can improve your memory. This session shows you how.
Paul Mellor, Author and Speaker, Success Links

4:00–5:00 p.m.            Concurrent Sessions (1.0 CGFO/CPE)

Bonds 101—Introduction to Municipal Bond Market [Ballroom B]

This session 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. Attendees 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, Partner, McCall, Parkhurst & Horton LLP

The Never Ending Stampede of GASB Statements [Ballroom A]

Come learn about the GASB statements going into effect this fiscal year and next. Also, hear about the current projects being deliberated and how they will affect your organization.
Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton

Hot Topics [Sabine – Lower Level]

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

 

TUESDAY, APRIL 11

Concurrent Sessions (1.0 CGFO/CPE)

Ethical Policies—Creating Your Branding Iron [Sabine – Lower Level]

This session will show you how to create a strong and complete ethics policy for your organization.
Miykael Reeve, CGFO, Director of Finance, City of Red Oak

Debt Transparency Legislation and Reporting [Ballroom A]

This session will provide an overview of the State’s debt reporting requirements of HB 1378 enacted during the last legislative session: what data to file, where and how to file it, and when it is due. We will also have an update on new debt-related legislation proposed in the current legislative session.
Jerry Kyle, Partner, Andrews Kurth Kenyon LLP; Haley Wynn, Transparency Manager, and Greg Conte, Senior Data Analyst, Texas Comptroller of Public Accounts; and Laura Slaughter, Executive Director, Municipal Advisory Council of Texas
Kyle-Handout     Slaughter-Handout     Wynn-Handout

CAFR Blunders [Ballroom B]

What are the most common mistakes made in comprehensive annual financial reports? This session will tell you what those mistakes are and how to avoid them.
Robert B. Scott, Assistant City Manager/Chief Financial Officer, City of Carrollton

9:20–10:35 a.m.          Concurrent Sessions (1.5 CGFO/CPE)

Bonds 102—A Deeper Dive into the Municipal Bond Market [Ballroom A]

This session will be a follow up to the Bonds 101 session and will provide more detail on the mechanics and timeline of the bond sale process, what types of investors buy municipal bonds and how that affects the interest rate, and legal issues affecting the sale and ongoing debt administration procedures after the bond sale.
Jason Hughes, Managing Director, FirstSouthwest, A Division of HilltopSecurities; Jeff Gulbas, Partner, McCall, Parkhurst & Horton LLP; and Kim Edwards, Managing Director, Piper Jaffray & Co.

Implementing Automated Meter Infrastructure (AMI) Systems [Ballroom B]

This presentation will provide insight into the AMI implementation process from the perspective of two Texas cities. The cities of Burnet and Cedar Hill have recently acquired, implemented, and are operating AMI systems. The presenters will offer insight into the rationale for acquiring their respective systems, the benefits and challenges of both the implementation and daily operations, and the lessons learned as a result of their experience.
Micki Rundell, Governmental Finance Liaison, FATHOM; David Vaughn, City Manager, City of Burnet; and Joe Komisarz, Utility Services Manager, City of Cedar Hill
Komisarz-Handout

Depository Contracts (repeated from Monday at 2:30 p.m.) [Sabine – Lower Level]

This session will cover the “how to” on preparing good depository RFA’s, what is required in Chapter 105 and the PFCA, how to manage the process, how to evaluate completely, and best practices. It will also cover what your contract should include for your safety and to avoid future surprises. Transition do’s and don’ts and the new account structure you need to consider under the new rate and bank conditions as well as lessons learned will also be covered in this in-depth review.
Linda Patterson, President, Patterson and Associates

Fraud and Embezzlement—Is My City at Risk? [Wedgwood Ballroom]

Anthony will share insights from the 2016 Report to the Nations on Occupational Fraud and Abuse. This study, published by the Association of Certified Fraud Examiners (ACFE), highlights the economic threats posed by fraud and just how prevalent it is in governmental entities. He will also share examples of fraud investigated by his group and how data analytics can mitigate the risk of fraud through early detection.

Todd Burchett, CPA, ABV, ASA, CFF, CFE, , Partner, Forensics & Valuation Services, BKD

11:00 a.m.–Noon
Closing Session (1.0 CGFO/CPE) [Ballroom A]

State of Texas Economy

Get an overview of the Texas economy and what the Federal Reserve Bank foresees over the next twelve months.
Amy Jordan, Assistant Economist, Federal Reserve Bank of Dallas
Moderator: GFOAT President Clifford Blackwell III, Interim Assistant City Manager, City of Bedford