Conference Materials

Monday, April 14

8:00 – 9:15 a.m.
Welcome and Opening General Session (1.50 CGFO/1.50 CPA)
The Economy of Texas
Mine K. Yucel, Senior Vice President and Director of Research, Federal Reserve Bank of Dallas
Yucel GFOAT Texas UpdateMine Yucel Bio

9:30 – 10:45 a.m.
concurrent workshops (1.50 CGFO/1.50 CPA)
Calculating and Explaining Effective Tax Rate to Elected Officials
Ballroom A
Speaker: Bill Longley, Legal Counsel, Texas Municipal League
From seed to table:  In this session you will learn how to explain to others the various ingredients that make up the effective tax rate calculation.
Bill Longley – effective tax rate_gfoatBill Longley Bio
Rainy Day Funds? How to Determine Appropriate Reserve Amounts (repeated at 11:00 a.m.)
Ballroom B
Speakers: Kate Choban, Director and Analytical Manager, Standard & Poor’s and Gabriela Gutierrez, Director, Fitch Ratings
Are your reserves growing out of control or fading from malnourishment?  This session will provide you with tips on determining the appropriate amount of fund balance for your organization.
Choban -GFOAT Austin_4_14_14_Kate ChobanGabriella – Fitch_Rainy Day FundsKate Choban BioGabriela Gutierrez Bio
The Seeds of Change: Updates with Pensions and TMRS (repeated at 3:45 p.m.)
Wedgwood Ballroom
Speaker: Robert B. Scott, ACM/Chief Financial Officer, City of Carrollton
GASB has laid the groundwork for pension reporting and the new requirements will grow on you.
Bob Scott-Actuarial Methodology Employer and Auditor Due DiligenceBob Scott Bio
When in Drought! Utility Rate Making Part 1 – Revenue Requirements and Cost of Service
Sabine
Speakers: Chris Ekrut, Director, Environmental Practice and Matthew Garrett, MBA, CGFO, Senior Consultant, NewGen Strategies & Solutions
By the pound, bushel or gallon?  The experts in this session will show you how to determine the right price for your product.
NewGen Utility Rate Making Part 1Matthew Garrett BioChris Ekrut Bio

 

11:00 a.m. – 12:15 p.m.
concurrent workshops (1.50 CGFO/1.50 CPA)
Internal Controls: Taxpayer Money Doesn’t Grow on Trees
Ballroom A
Speakers: Calvin E. Webb II, President & CEO and Calvin Webb III, Risk Advisory Director, Gradient Solutions Corporation
Learn how to use your internal controls like a scarecrow to deter theft from those pesky varmints.
Presentation, Cal’s Bio Calvin II’s Bio
Rainy Day Funds? How to Determine Appropriate Reserve Amounts (repeated from 9:30 a.m.)
Ballroom B
Speakers: Kate Choban, Director and Analytical Manager, Standard & Poor’s and Gabriela Gutierrez, Director, Fitch Ratings
Are your reserves growing out of control or fading from malnourishment?  This session will provide you with tips on determining the appropriate amount of fund balance for your organization.
Choban -GFOAT Austin_4_14_14_Kate Choban,Gabriella – Fitch_Rainy Day FundsKate Choban Bio Gabriela Gutierrez Bio
The Ant and the Grasshopper: Consideration for Pre-Funding an OPEB Obligation
Wedgwood Ballroom
Speakers: Mehdi Riazi, ASA, EA, MAAA, Actuary, Gabriel, Roeder, Smith & Co and Donald E. Paschal, Jr, PARS Senior Consultant for Texas, Retired City Manager; life member of ICMA and TCMA
Like the fable, a government must decide whether to save for a future obligation or enjoy today with pay-as-you-go funding.  These professionals will share the benefits of addressing your OPEB liability.
Mehdi – OPEB GFOA TX Spring 2013 – Funding OPEB,pASCHAL -GFOAT Presentation-final DP 4-6-14 (5) Don Paschal Bio Mehdi Riazi Bio
The Cost versus Benefits of “Going Green”
Sabine
Speakers: Casey Tate, Director, Capital Improvement Program Department, City of Irving and Zach Baumer, Climate Program Manager, Office of Sustainability, City of Austin
Can going green save you green?  In this session you will hear case studies where green initiatives have done just that.
GFOAT 2014 Conference – Green Buildings Zach Baumer Bio Casey Tate – Bio Summary – 2013

2:15 – 3:30 p.m.
GENERAL SESSION (1.50 CGFO/1.50 CPA)
Low Man On the Totem Pole – How I Became a White Collar Criminal
Helen Sharkey-Gebhard, Professional Speaker focused primarily
on Ethics, Compliance, Accountability, and Whistleblower Responsibilities
Low Man on the Totem Pole outlineHelen_Flyer_Space

 

3:45 – 5:00 p.m.
concurrent workshops (1.50 CGFO/1.50 CPA)
The Seeds of Change: Updates with Pensions and TMRS (repeated from 9:30 a.m.)
Ballroom A
Speaker: Robert B. Scott, ACM/Chief Financial Officer, City of Carrollton
GASB has laid the groundwork for pension reporting and the new requirements will grow on you.
Bob Scott-Actuarial Methodology Employer and Auditor Due Diligence Bob Scott Bio
Best Practices for Procurement in Small and Growing Cities
Ballroom B
Speakers: Carol Cooper, C.P.M., CPSM, CPPO, Retired Purchasing Director and Pamela J. Kirkland, CPPO, CPPB, Purchasing Manager, City of Richardson
A shovel, fertilizer, and a good purchasing manual.  Come to this session to learn all of the essential items that should be in your procurement toolbox.
Pam Kirkland Bio Carol Cooper Bio
Branching Out: New and Aspiring Finance Directors Roundtable
Wedgwood Ballroom
Moderator: Sidney Kirk, CGFO, Assistant Finance Director, City of Weatherford
Panelists: Kent R. Austin, Finance Director, City of Prosper, Diana G. Ortiz, Chief Financial Officer, City of Grand Prairie and Vicki L. Rodriquez, Director of Fiscal and Admin Services, City of Roanoke
Every Finance Director standing tall today started as a young sapling vulnerable to the elements.  Hear from those who have stood the test of time.
Diana Ortiz Bio
“If A Minor Misstatement Or Omission Occurs And No One Catches It, Did It Really Happen?” How to Prepare Your Ethical Blueprint Before the Inevitable Dilemma Happens…and It will Happen. Ethics Roundtable
Sabine
Moderators: Monette Fisher, Senior Accountant, City of Decatur and Barry Nalls, President and CEO, VYBRANZ, LLC
This open discussion will flow with practical information and examples of questionable behavior.
Local Govt Ethics Nutshell (2)

 Tuesday, April 15

8:10 – 9:15 a.m.
concurrent workshops (1.0 CGFO/1.0 CPA)
When the Bough Breaks: IRS Audits of Cities
Ballroom A
Speakers: Anthony P. Daddino, P.C., Partner, Meadows Collier Attorney At Law and Steve C. O’Brien, FSLC Specialists, Gulf Coast Region, Internal Revenue Service
A lot can be learned from the trials of others.  In the session, you will hear how an IRS audit can turn barren soil into a fertile field.
Tips_for_Avoiding_(and_if_necessary__surviving)_an_IRS_Employment_Tax_ExaminationFSLG Compliance Self-AssessmentFeb 2013 IRS Quick Refernce Guide – SLG1
Getting Out of the Weeds: Talking to the Media
Ballroom B
Speakers: Meribeth Sloan, Manager Communications and Media Relations, Communications Department, City of Irving and Ashleigh Clark, Consultant, CivicPlus
Is it compost or just manure?  How you explain it to a reporter can make a big difference.
Meribeth Sloan Bio
Utility Rate Making Part 2 – Rate Structure and Design(This can be a continuation of Part 1, but attending the first session is not required)
Wedgwood
Speakers: Chris Ekrut, CAPM, Director, Environmental Practice and Matthew Garrett, MBA, CGFO,  Senior Consultant, NewGen Strategies & Solutions
Once you know your revenue requirements from part one, this session teaches you how to price by customer class, such as residential verses commercial or low volume verses high volume consumers.
NewGen Utility Rate Making Part 2Matthew Garrett Bio Chris Ekrut Bio
Stronger Roots:  CGFO Public Finance Module
Sabine
Whether or not you will be sitting for the CGFO exam, this presentation will teach you how to plow your way through government finances.
Speaker: Mike Erwin, CGFO, CGFM,  Partner and Co-Founder, Kythe, LLC
Erwin – Public Finance Presentation – April 15, 2014 Mike Erwin Bio

 

9:30 – 10:45 a.m.
concurrent workshops (1.50 CGFO/1.50 CPA)
Is the Grass always Greener? Evaluating Economic Development Incentives
Ballroom A
Speaker: James S. Sabonis, Senior Vice President, FirstSouthwest and Jesus (Jay) Chapa, Director of Housing and Economic Development Department, City of Fort Worth
Fill your coffers without giving away the farm.  Finance experts will help you distinguish between good deals and those that can leave you empty-handed.
Jay Chapa-GFOAT Presenation 4-15-14, PID Presentation 4-14-14 v1 Sabonis
GASB Update: Foundation and Fellows
Ballroom B
Speaker: Keith A. Dagen, Assistant Director of Finance, City of Richardson
GASB has gone dormant on issuing new standards while they await implementation of the new pension guidelines.  This session will cover other projects that GASB is contemplating and help give a jump start on what you can expect from next year’s crop.
Dagen Keith Dagen Bio
The Gnarly World of Public Finance: HOT TOPICS Open Forum
Wedgwood Ballroom
We will not sit around talking about the weather in this session.  All attendees can share their “hot topics” for a group discussion that is tailored to fit you.
Stronger Roots 2: CGFO Accounting Module
Sabine
Speaker: Laurie Brewer, Assistant City Manager, City of Georgetown
Whether or not you will be sitting for the CGFO exam, this presentation will teach you how to plow your way through government finances.

GFOA National NewsMoney2
CLOSING session (1.50 CGFO/1.50 CPA)
Legislative Update
TML Executive Director, Bennett Sandlin
Bennett Sandlin Bio

Building a Resilient Finance Organization
GFOA President Elect Bob Eichem, CFO, City of Boulder, CO
Bob Eichem Bio

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