
CRUISING TO A STRONG FINANCIAL FUTURE
2025 GFOAT Spring Conference
April 6–8, 2025 • Kalahari Resorts and Conventions, Round Rock
Handouts
CPE/CEU Form- 2025 GFOAT Spring Conference
Presentation handouts will appear here as they become available.
Sunday, April 6
Monday, April 7
8:00 a.m.- 9:15 a.m.
– Opening Session- Clara Santos, Martie Simpson, Bennett Sandlin
9:50 a.m.- 10:45 a.m.
– Navigating Rough Waters – One City’s Approach to Addressing Employee Mental Wellbeing- David Whitt
– Pre-Board Check on Credit Research: Perspectives on Corporates & Banks- Patrick Edler
– Making your Budget Public Engagement more than just Shuffle-bored- Aaron Rector, Jon Locke
– Taking Your First Solo Cruise – A Map for New Finance Officials- Keith Dagan, Garry House
10:55 a.m.- 11:45 a.m.
– Bingo! Scoring Big with the GFOA Distinguished Budget Award- Meg Jakubik, Ebony Roundtree, Casey Srader
– Don’t Get Sidetracked with Too Many Shore Excursions: Focus on Capital Planning- Kevin Klosterboer and Melena Taylor
– Protecting Public Funds: Cybersecurity Best Practices for Finance Leaders- Jonathan Strong
1:00 p.m.- 1:50 p.m.
– Game Night at Sea – Business Officials Feud- Nelson Bush, Nate Smith
– No Hidden Fees, Just Smooth Seas – Navigating your Indirect Cost Allocations- Chris Ekrut, Matthew Garrett
– Dock & Roll: Navigating Your Property Tax Rate Calculation- Susan Morgan, John Zagurski
– Procrastinators- The Time IS Now! GASB 101- Accounting for Compensated Absences- Bob Scott
2:00 p.m.- 3:00 p.m.
– President’s Session – Navigating Change: Setting Your Compass for Success- Clara Santos, Blue Kostelich, John Zagurski, Cayce Lay Lamas, Martie Simpson
Tuesday, April 8
8:00 a.m.- 8:50 a.m.
– Welcome Briefing: Introduction to the CGFO Program- Glenn Mizell, Ebony Roundtree, Anastasia Whigham
– Argh! Protect the Bounty- Pat Shinkle
– Sailing Off into the Distance: Lessons Learned from Retirement- Keith Dagan
– Charting Your Course: Leveraging Long-Term Financial Planning to Ensure Smooth Sailing- Scott Catlett
9:00 a.m.- 9:50 a.m.
– The Bermuda Triangle of Budgeting: Steering Clear of Budget Games- Shayne Kavanagh
– Upgrade Your View: Enhancing Your Investment Program & Portfolio Strategies- Nick Vaccari, Barry Baughier