April 11, 2017

Tuesday, April 11

7:00–8:00 a.m.

Networking 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 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

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 

10:35–11:00 a.m. Refreshment Break/Sponsor Networking
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


look forward to seeing you at the GFOAT Fall Conference
on November 13 in San Antonio!



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