2015 Fall Conference Handouts

2015 GFOAT Fall Conference_Rhythm Banner_Website

GFOAT Fall Conference Registration List
Preconference & Fall Conference CEU Form

Pre-conference Handouts:

Utility Rates – What they mean, How to calculate, and Impacts on Cities and Customers

How Outside Entities Impact Utilities

Fall Conference Handouts:

THURSDAY, OCTOBER 29

7:00–8:00 a.m.
NETWORKING BREAKFAST (0.0 CGFO/CPE)
This breakfast buffet is for all conference attendees.
Woodway 1 Hall – 4th Level

7:00 a.m.–5:00 p.m.
REGISTRATION
Galleria  Ballroom Foyer – 3rd Level

8:15–9:30 a.m.
WELCOME AND OPENING GENERAL SESSION (1.5 CGFO/CPE)
Moderator: GFOAT President Mike Rodgers, Director of Finance, City of Webster
Legislative Update
Speakers: Bennett Sandlin, Executive Director, TML
The Houston/Texas Economy
Adam W. Perdue
, Ph.D. Economist, Institute for Regional Forecasting, Bauer College of Business, University of Houston
Galleria Ballroom – 3rd Level

9:45–10:40 a.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

GASB Update (Repeated at 4:00 p.m.)
Your pension liability is in the books.  Now what?  This session will review the six new standards that GASB has issued in 2015 and preview other GASB initiatives that everyone should be aware of.
Speaker: Keith A. Dagen, CPA, Director of Finance, City of Richardson

Self Insurance Funds Going to Self Insurance or Making Changes?
This session will highlight the key differences between self-funded and fully insured health plans.  The discussion will focus on how self-funding an employee health benefit plan  can be a long-term strategy to save money and one that gives employers a greater degree of flexibility over plan design, wellness strategies and healthcare initiatives to better meet the needs of the organization, thus enabling it to attract and retain employees.
Speakers: Melinda Galler, Assistant City Manager, City of Lewisville; and Brent Weegar, MBA, Principal, IPS Advisors

The Transition: Centralizing a Decentralized Procurement Function- CANCELLED
This session provides an overview of what to consider and how to structure the transition as well as lessons learned. The session will cover (1) the differences between centralized and decentralized procurement; (2) defining what needs to be accomplished; (3) defining what can be gained; and (4) lesson learned to ensure success.
Speaker: Dianne Palmer-Boeck, CPPO, CPPB, Chief Purchasing Officer, City of Plano

Investing Basics (Repeated Friday at 8:10 a.m.)
For the finance or budget professional who wants to learn more about investing basics.
Speakers: Tony D. Sekaly, Managing Director Fixed Income; and Zach Brewer, Managing Director, Coastal Securities, Inc.

10:40 – 11:00 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Galleria  Ballroom Foyer – 3rd Level

11:00–11:55 a.m.
CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

Fraud in Government Entities: Lessons from the Trenches
Fraud can wreak havoc on an organization’s financial performance and undermine objectives. No government is immune to the risks associated with fraud, and education is the key to prevention. Todd Burchett, a partner with BKD Forensics and Valuation Services division, will share insights into the world of internal embezzlement based on his experience investigating white-collar crime. With stories from the trenches, case studies, and often overlooked prevention tips, you’ll be simultaneously educated and entertained during this fast-paced program designed for those with or without an accounting background.
Speaker: Todd Burchett, Partner, BKD

Financial Transparency You Can Understand (Repeated Friday at 9:20 a.m.)
The City of McKinney Financial Services team will be presenting on a new look into financial transparency. This session will include a demonstration of various transparency solutions implemented by the City of McKinney.
Speakers: Rodney Rhoades, Chief Financial Officer; and Trevor Minyard, Senior Financial Analyst, City of McKinney

Basics of Long Range Financial Planning for Small Organizations
Moderator: Becky L. Brooks, Director of Resources
Join this session if you are a small organization just trying to get started on multi-year planning. See how a CIP plan works with a financing strategy for pay-as-you-go funding.  Learn some basic steps in compiling information and see how you can build on it with each iteration.
Speaker: Steven J. Alexander, Director of Finance, City of Highland Park

12:05–1:00 p.m. (1.0 CGFO/CPE)
LUNCH, BUSINESS MEETING, AND AWARDS
Presiding: GFOAT President Mike Rodgers, Director of Finance, City of Webster
Woodway 1 Hall – 4th Level

1:15–2:10 p.m.
GENERAL SESSION (1.0 CGFO/CPE)
Moderator: GFOAT President Mike Rodgers, Director of Finance, City of Webster
Replenish Your Passion: Your Personal CEO
What’s influencing your everyday life?  Are you numb from the seemingly endless and predictable series of handling chores, expectations, and obligations?  Do you want to transition towards a more rewarding personal and professional life?  This session will feature a powerful booster shot to your entire life by learning how to adopt a new CEO full of challenges, experiences, and opportunities that naturally replenishes your spirit.  Launching this fresh CEO will restore the positive arc to your life’s trajectory as you explore life’s adventures.  Patrick will focus on the 12 ways to unleash your new CEO including your self, mind, body, soul, spouse or partner, children, family, career, community, environment, technology, and the human race.
Speaker: Patrick Ibarra, Co-founder and Partner, The Mejorando Group
Galleria Ballroom – 3rd Level

2:25–3:40 p.m.
CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

Creativity and Cooking:  A Recipe for Success
Where cooking has become somewhat of a lost art, so has the emphasis on leveraging creativity as an essential ingredient to powerful and productive problem solving.  Using cooking as a framework, the goals of this session are for participants to enlarge their perspective and expand their creative problem-solving approach to issues impacting their organization and community.  In particular, on how to learn to replace the status quo thinking of “we’ve always done it that way” standard operating procedure with an eight-step approach to cooking up your creative juices.
Speaker: Patrick Ibarra, Co-founder and Partner, The Mejorando Group
Galleria Ballroom – 3rd Level

Conserve for Financial Health: A Practical Discussion of Revenue, Funding Avenues, and Your Water Utility (Repeated on Friday at 9:20 a.m.)
Water utilities depend on revenues from sales to fund their operations. Depending on rate structures, conservation can decrease revenues in the short. However, conservation can also delay or downsize infrastructure investments for new water supplies in the long term, saving considerable money.  Municipal managers may not know how to fund conservation programs, which often includes a blend of mandates, rebates, infrastructure upgrades, education, and outreach. The State of Texas offers a number of funding options, including the new State Water Implementation Fund for Texas (SWIFT), but many water utilities may not realize that conservation programs can be funded using low interest loans or understand the benefits of doing so. This session will bring together Texas water policy experts and Texas water utilities to provide insights and guidance on this topic.
Moderator: Dominique Gomez, WaterSmart Software
Panelists: Ed Archuleta, P.E., Director of Water Initiatives, University of Texas at El Paso; Bech Bruun, Chairman, Texas Water Development Board; and Tatianna Troutman, Citigroup
Galleria Ballroom 4 – 3rd Level

3:40–4:00 p.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Galleria  Ballroom Foyer – 3rd Level

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

Economic Development – Lessons Learned
Join this session to hear about the various tools available to us and learn their pros and cons.  What works in which situations? How to manage the process and performance?  There are always opportunities for ‘lessons learned’ along the way, so be prepared to hear tips on what not to do.
Speakers: Ron Cox, Ron Cox Consulting; and Rebecca Underhill, Director of Finance, City of League City

GASB Update (Repeated from 9:45 a.m.)
Your pension liability is in the books.  Now what?  This session will review the six new standards that GASB has issued in 2015 and preview other GASB initiatives that everyone should be aware of.
Speaker: Keith A. Dagen, CPA, Director of Finance, City of Richardson

HOT Topics for Small Cities
This is your chance. What are some specific challenges you’ve been facing?  Have you noticed any trends lately? During this session, you will have the opportunity to share and discuss ides and challenges with your peers.
Moderator: Sarianne Beversdorf, Director of Finance, City of Plainview
Panelists: Don Jennings, Director of Finance, City of Perryton, Carolyn Marshall, CPA, City of Hurst and Vannessa Rincon, Accountant, City of Plainview

5:30–7:30 p.m.
NETWORKING EVENT
Join us for an interactive presentation from Drum Café located in the Monarch room on the 24th floor of the Westin Galleria Hotel.  Hear and feel the beat of the drums creating music with your colleagues by Keeping Up with the Rhythm of Government Finance! Light hors d’oeuvres will be provided.


FRIDAY, OCTOBER 30

7:00–8:00 a.m.
NETWORKING BREAKFAST (0.0 CGFO/CPA)
This breakfast buffet is for all conference attendees
Woodway 1 Hall – 4th Level

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

Ethics Committee Presentation
Speakers: Monette Fisher,  Senior Accountant, City of Decatur; Miykael Reeve, Finance Director, City of Red Oak; and Barry D. Nalls, Founder, and Former President and CEO, VYBRANZ

Investing Basics
For the finance or budget professional who wants to learn more about investing basics.
Speakers: Tony D. Sekaly, Managing Director Fixed Income; and Zach Brewer, Managing Director, Coastal Securities, Inc.

Financial Transparency You Can Understand (Thursday at 11:00 a.m.)
The City of McKinney Financial Services team will be presenting on a new look into financial transparency. This session will include a demonstration of various transparency solutions implemented by the City of McKinney.
Speakers: Rodney Rhoades, Chief Financial Officer, and Trevor Minyard, Senior Financial Analyst, City of McKinney

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

Conserve for Financial Health: A Practical Discussion of Revenue, Funding Avenues, and Your Water Utility (Repeated from Thursday at 2:30 p.m.)
Water utilities depend on revenues from sales to fund their operations. Depending on rate structures, conservation can decrease revenues in the short. However, conservation can also delay or downsize infrastructure investments for new water supplies in the long term, saving considerable money.  Municipal managers may not know how to fund conservation programs, which often includes a blend of mandates, rebates, infrastructure upgrades, education, and outreach. The State of Texas offers a number of funding options, including the new State Water Implementation Fund for Texas (SWIFT), but many water utilities may not realize that conservation programs can be funded using low interest loans or understand the benefits of doing so. This session will bring together Texas water policy experts and Texas water utilities to provide insights and guidance on this topic
Moderator: Dominique Gomez, WaterSmart Software
Panelists: Ed Archuleta, P.E., Director of Water Initiatives, University of Texas at El Paso and Tatianna Troutman, Citigroup

Fleet Management – Ramos     Fleet Management – Gibson
Municipal fleets contain complex equipment needed to maintain city services for daily operations and emergencies.  Come learn about the challenges of managing a fleet and how a city can implement an equipment replacement fund for ongoing equipment purchases
Sandra Gibson, Director of Finance and Admin, City of Watauga; and Ernest Ramos, Fleet and Materials Manager, City of Richardson

Employee Benefits Reporting – The Time has Come
Regulatory reporting deadlines have employers in a tail spin.  It’s a new tune in our repertoire!  What is due this year? Hear from one of our favorite benefits experts as she outlines the pending requirements and covers some tips on how to work through the weeds of forms and calculations.
Speaker: Susan Smith, Executive Director, TML IEBP

10:35 – 11:00 a.m.
REFRESHMENT BREAK/SPONSOR NETWORKING
Galleria  Ballroom Foyer – 3rd Level

11:00 a.m.–Noon
CLOSING SESSION (1.0 CGFO/CPE)
Advice from the Other Side:  Former Finance Directors Share Their Perspective
Do you wish you had a crystal ball?  In this question and answer format, three former finance directors will share their vision of what it takes to become a leader within your organization.  We will explore the past and stare into the future of government finance from the perspective of city management.
Laurie Brewer, CGFO, Assistant City Manager, City of Georgetown; Roger C. Roecker, City Manager, City of Friendswood; and Steve Parker, Assistant City Manager, City of San Marcos
Galleria Ballroom – 3rd Level
Noon
DRAWING FOR DOOR PRIZES (MUST BE PRESENT TO WIN)

Speaker Bio’s

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