Monday, April 14

6:30 – 7:50 a.m.
Networking Regional Breakfast (0.5 CGFO/0 CPA)Money2
GFOAT Board members will host breakfast discussions by region to provide networking, training, and development options.
(NOTE: Unlike prior come-and-go breakfasts, Board Members will be leading discussions that start at 7:15 a.m. for certain regions. Please be considerate of your arrival and departure times. Review the final program for regions participating and room assignments).

7:00 a.m. – 5:00 p.m.
Registration

8:00 – 9:15 a.m.
Welcome and Opening General Session (1.50 CGFO/1.50 CPA)
Presiding: GFOAT President Don Jennings, Director of Finance, City of Perryton
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

10:45 – 11:00 a.m.
REFRESHMENT BREAK

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

12:30 – 2:00 p.m.
Lunch, Business Meeting, and Awards (1.50 CGFO/0.0 CPA)
Presiding: GFOAT President Don Jennings, Director of Finance,
City of Perryton

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

3:30 – 3:45 p.m.
REFRESHMENT BREAK

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)

6:30 – 10:30 p.m.
ESTHER’S FOLLIES
For more than a quarter of a century, the folks at Esther’s Follies have kept Austin rolling with laughter. Part magic show, part vaudeville review, part improvisational tour-de-force, Esther’s Follies takes no prisoners, offering biting, hilarious satire on all the newsmakers and events fit to parody. A bus will shuttle the group to Esther’s Follies on 6th Street, where attendees will enjoy a buffet dinner and then move into the theater for a private show starting at 7:45 p.m.

 

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