Tuesday, April 17

Tentative Agenda
Dates and times subject to change

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.

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.

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.

11:00 a.m.–Noon
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,



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