CEU Form and Speaker Materials

 SPRING INSTITUTE ATTENDEE ROSTER                               CEU FORM

 

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

Monday, April 16

7:00–7:55 a.m.
NETWORKING breakfast (0.0 CGFO/CPA) [Rio Grande Exhibit Hall B- Lower Level]
This breakfast buffet is for all conference attendees.

7:00 a.m.–5:00 p.m.
REGISTRATION [The Arbor Foyer]

 8:00–9:15 a.m.
WELCOME AND OPENING GENERAL SESSION (1.5 CGFO/CPE) [Ballroom A]

The Honorable Craig Morgan, Mayor, City of Round Rock (pictured left)
Legislative UpdateBennett Sandlin, Executive Director, Texas Municipal League (pictured right)
Moderator: GFOAT President Martie Simpson, Director of Finance, City of New Braunfels

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

GFOAT – Learn About Our Organization [Sabine- Lower Level]

Economic Development Tools [Ballroom B]
Discussion of the use of economic development tools, including PIDs, TIRZs, TxDOT’s turnback program and other examples from the City of New Braunfels and the City of Irving.
Panelist: Michael Morrison, Deputy City Manager, City of Irving; and Jon Hockenyos, President, TXP, Inc.
Morrison Handout     Hockenyos Handout

Basics of Municipal Finance [Ballroom A]
Leela will give a general overview of the legal framework for municipal finance.
Leela Fireside, Assistant City AttorneyCity of Austin (repeated at 10:45 a.m.)

The State Revolving Funds in Texas (and other Texas Water Development Board -TWDB- funding programs) – What you know and may not know [Wedgwood Ballroom]
The Clean Water State Revolving Fund was created in 1987 and to date has provided over $126 billion to communities nationwide for 38,441 wastewater, stormwater, and nonpoint source projects. In 2017, the national average interest rate on a CWSRF loan was 1.4% according to the EPA. Likewise, the Drinking Water State Revolving fund was created in 1997 and has provided over $35 billion nationwide for 14,000 projects like water treatment, distribution and storage, and source water development and protection. According to the EPA, the 2017 national average interest rate for DWSRF loans was 1.6%. Come hear about SRF benefits, requirements, and the savings that can be realized for your water, stormwater, and sewer projects. And as a bonus, the presentation will also touch on other TWDB funding programs as well.
Mark Evans, Statewide Outreach Team Lead, Texas Water Development Board
TWDB Booklet

10:25–10:45 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING

 

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

Basics of Municipal Finance [Ballroom B]
Leela will give a general overview of the legal framework for municipal finance.
Leela FiresideAssistant City AttorneyCity of Austin (repeated from 9:30 a.m.)

Economic Develoment Administration [Ballroom A]
Panelists:  Peter BrasterDirector of Special Projects, City of Plano; and  Jason Hughes, Managing Director, Hilltop Securities
Plano Handout         Hilltop Handout

Disaster Reimbursement and Lessons Learned from Hurricane Harvey [Wedgwood Ballroom]
This presentation will look at the Disaster Grant process and an interactive, two-way conversation about Hurricane Harvey and the reimbursement process. Please bring your questions and concerns to the presentation.
Shari Ramirez-MacKay, State Coordinator, Texas Division of Emergency Management, Texas Department of Public Safety; and Cheryl Dowden, Director of Finance, City of Nederland
Dowden Handout

Civil Service Payroll Pitfalls [Sabine]
This presentation will address legal and practical considerations relating to pay issues for civil service employees. Julia and Dori will also cover misclassification of employees as independent contractors, and payroll obligations for garnishments and child support. 
Julia Gannaway, Partner, Lynn Ross & Gannaway, LLP, and Dori Lee, SHRM-SCP IMPA-CP, Director of Human Resources, City of Lancaster

11:45 a.m.–12:45 p.m.
NETWORKING LUNCH AND SPONSOR RECOGNITION [Rio Grande Exhibit Hall B- Lower Level]

1:00–2:15 p.m.
BUSINESS MEETING, AWARDS and GENERAL SESSION (1.5 CGFO/CPE) [Ballroom A]

GFOA National Update
Chris Morrill, Executive Director/CEO, Government Finance Officers Association
Presiding: GFOAT President Martie Simpson, Director of Finance, City of New Braunfels

2:15–2:30 p.m.
REFRESHMENT BREAK/SPONSOR NETWORKING

2:30–3:45 p.m.
CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

Leadership Skills for the Finance Officer [Ballroom A]
Chris Morrill, Executive Director/CEO, Government Finance Officers Association

Purchasing Advanced Topics (repeated Monday at 4:00 p.m.) [Ballroom B]
This session goes beyond the basics of procurement and takes a deeper dive with discussions on Alternative Delivery Methods, Change Orders, Evalauations and Contract Management.
Diane Palmer Boeck, Director Procurement and  Project Management, City of Plano

Municipal Revenue Sources [Wedgwood]
Bill Longley, Legislative Counsel, Texas Municipal League
  

4:00–5:00 p.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

Financial Reporting: Beating the Six Month Mindset (repeated on Tuesday at 8:10 a.m.)[Ballroom A]
Many of us have a “six month mindset” when it comes to issuing our CAFR because that is the deadline set by the GFOA for their Certificate of Achievement for Excellence in Financial Reporting program.  The Municipal Securities Rulemaking Board (MSRB), however has a Best Practice recommendation that we file our CAFR on their EMMA website within 120 days of year end and faster issuance and filing can actually save time and free up staff for other projects.  This session will discuss proven tricks for faster and more efficient issuance of financial statements. Pamela M. Hodges, City Controller, City of Carrollton

Purchasing Advanced Topics (repeated from Monday at 2:30 p.m.) [Ballroom B]
This session goes beyond the basics of procurement and takes a deeper dive with discussions on Alternative Delivery Methods, Change Orders, Evalauations and Contract Management.
Diane Palmer Boeck, Director Procurement and  Project Management, City of Plano

Municipal Hot Topics [Sabine]
Scott Houston
, Deputy Executive Director and General Counsel, Texas Municipal League

Tuesday, April 17

 7:00–8:00 a.m.
BREAKFAST (0.0 CGFO/CPA) [Rio Grande Exhibit Hall B- Lower Level] 
This breakfast buffet is for all conference attendees

8:10–9:05 a.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

When Ethics Takes Flight [Sabine- Lower Level]
When Ethics take Flight …What will you Do? “All that is Necessary for the triumph of evil is that good people do Nothing”-Edmund Burke – Know what you are going to do when faced with ethical challenges. How to stand up for what is right.
Miykael Reeve, County Auditor, Ellis County, and Matthew Garrett, Executive Consultant, NewGen Strategies & Solutions, LLC

Financial Reporting: Beating the Six Month Mindset [Ballroom B]
Many of us have a “six month mindset” when it comes to issuing our CAFR because that is the deadline set by the GFOA for their Certificate of Achievement for Excellence in Financial Reporting program.  The Municipal Securities Rulemaking Board (MSRB), however has a Best Practice recommendation that we file our CAFR on their EMMA website within 120 days of year end and faster issuance and filing can actually save time and free up staff for other projects.  This session will discuss proven tricks for faster and more efficient issuance of financial statements. Pamela M. Hodges, City Controller, City of Carrollton

The Need for Speed [Ballroom A]
The session will focus on what is driving faster payments and other treasury management innovation.  Areas of discussion include Millennials’ need for technology and social media; payment solutions like Same-Day ACH, Zelle®, and Push to Card; and new applications like APIs and Block Chain.  Additionally we will consider questions like how do I prepare for a digital treasury and where do I start?
Holger B. Ebert
, Senior Vice President and Division Manager-Treasury Management, Wells Fargo

9:20–10:35 a.m.
CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

Developing Trust Through Transparency: The Comptroller’s Transparency Star Program [Ballroom B]
Skepticism and conspiracy theorists seems to abound in today’s internet world.  The Comptroller of Public Account’s (CPA)  Transparency Star Program offers a great way to demonstrate to our citizens and elected officials that we are serious about transparency and open governments.  This session will provide an overview of the Transparency Star Program by the CPA’s transparency team lead and also include presentations from other cities who have received the stars.
Panelists: Greg Conte, Senior Data Analyst, Texas Comptroller of Public Accounts; Keith A. Dagen, CPA, Director of Finance, City of Richardson, Robert B. Scott, ACM/Chief Financial Officer, City of Carrollton and Rhonda Covarrubias, Director of Finance, Texas Municipal Retirement System
Conte Handout        Richadson Handout           Carrollton Handout         TMRS Handout

 Investment Policy Development [Ballroom A]
The Public Funds Investment Act requires the governing body first to adopt an investment policy and then to annually review it.  The periodic evaluation after the initial development of the policy helps maintain its effectiveness in communicating investment information to various audiences.  It is also a mandate that will compete for staff time and attention with every other mandate.  The goal of this session is to provide a step-by-step plan that will both guide you through the policy development and evaluation process and help you complete both efficiently.
Corrine L. Steeger, Treasury Manager, City of Dallas

Oh No, It’s OPEB! [Wedgwood Ballroom]
GASB 75 – Accounting and Financial Reporting for Post employment Benefits Other Than Pensions – becomes effective this year.  This session will dive into the standard and what you need to know for a successful implementation.  Topics will include how to determine and classify OPEBs, questions to ask your actuary, and recording the OPEB journal entry.
Deborah Beams, CPA, Accounting and Auditing Assistant Director, BKD     Handout

 

10:35–11:00 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING

11:00 a.m.–Noon
CLOSING SESSION (1.0 CGFO/CPE) [Ballroom A]
Growing Business Relationships, Results, and Revenue with Emotional Intelligence

Marcel Brunel, Lumina Learning
Moderator: GFOAT President Martie Simpson, Director of Finance, City of New Braunfels,

 Noon

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