2016 NASACT Annual Conference

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2016 NASACT Annual Conference
P R O G R A M
NASACT 2016
ANNUAL CONFERENCE
August 13-17 | Indianapolis, Indiana
Photo used courtesy of Visit Indy
TA B L E O F C O N T E N T S
Greetings from the Governor of Indiana
1
Greetings from the Mayor of Indianapolis
2
Greetings from the Conference Host
3
Past Presidents of NASACT
4
Greetings from NASACT’s President
5
Association Leaders and Staff
6
Host State Team
7
General Information
8
Hotel and Travel Assistance
10
C O N T I N U I N G P R O F E S S I O N A L E D U C AT I O N
Learning Objectives:
At the conclusion of this conference, participants will be able to:
•Recount changes to the roles and responsibilities of state auditors, state
comptrollers and state treasurers as these roles have evolved during the
past year.
•Identify and discuss new standards and rules from the government standards
setting bodies and regulatory agencies.
•Apply practical information learned through case studies from peer offices
and organizations.
•Discuss state government financial management as it relates to the broader,
national fiscal outlook for the nation.
Acknowledgments11
Level of Knowledge: Overview.
Networking and Special Activities
12
Education or Experience Prerequisite: No prerequisites required.
Daily Schedule
14
Guest Activities
22
2017 NASACT Annual Conference
23
CPE: 15 credits have been recommended for the conference.
Corporate Associate Directory
24
Delivery Method: Group-Live
Speaker Bios
27
Upcoming Events
49
Advance Preparation: No advance preparation required.
The National Association of State Auditors, Comptrollers and Treasurers is
registered with the National Association of State Boards of Accountancy
(NASBA) as a sponsor of continuing professional education on the National
Registry of CPE Sponsors. State boards of accountancy have final authority
on the acceptance of individual courses for CPE credit. Complaints regarding
registered sponsors may be submitted to the National Registry of CPE
Sponsors through its website: www.learningmarket.org.
Front Cover Cityscape Photo Credit: Rich Clark
STATE OF INDIANA
OFFICE OF THE GOVERNOR
State House, Second Floor
Indianapolis, Indiana 46204
Michael R. Pence
Governor
August 13, 2016
National Association of State Auditors, Comptrollers and Treasurers
Indianapolis Marriott Downtown
350 West Maryland Street
Indianapolis, IN 46225
Greetings,
On behalf of the state of Indiana, I would like to welcome you to the 2016
annual conference for the National Association of State Auditors, Comptrollers
and Treasurers (NASACT).
Great things happen in the state of Indiana because of organizations like
NASACT that are dedicated to representing financial management and
providing leadership and training to state governments. State government is in
a unique position to provide efficient management of state resources and efforts
to provide financial stability. I offer my gratitude to NASACT for your efforts.
During your free time, I encourage you to explore the many entertainment
options the capital has to offer such as museums, music venues, theaters,
historic landmarks, White River State Park, and the Indianapolis Zoo. As
Governor of Indiana, I wish this year’s attendees a productive and memorable
experience.
Sincerely,
Michael R. Pence
Governor of Indiana
1
July 29, 2016
National Association of State Auditors, Comptrollers and Treasurers
Indianapolis Marriott Downtown
350 West Maryland Street
Indianapolis, IN 46225
Dear Friends,
Welcome! On behalf of the City of Indianapolis, it is my pleasure to welcome you to the
National Association of State Auditors, Comptrollers and Treasurers annual conference. It is an
honor to have your prestigious organization in our city.
Well known for our Hoosier Hospitality, we will make certain that you have a memorable
experience in our city! Named the “#1 Convention City in America” by USA Today, I know you
will appreciate the walkability and convenience of meeting in Indianapolis and enjoy the
vibrancy of the destination.
If you are interested in experiencing Indianapolis in a new and fun way, the Indianapolis Cultural
Trail connects you with dining, shopping, and entertainment in cultural districts like Mass Ave,
Fletcher Place, and Fountain Square.
Whether by Pacers Bikeshare or on foot, the trail will lead you past $2 million in public art, into
niche neighborhoods, and along the scenic Central Canal. Head down to the canal and enjoy a
pedal boat or evening gondola ride. You’ll pass hotels, condos, and restaurants that lead to
Indiana University Purdue University Indianapolis (IUPUI), a premier urban research university.
Indianapolis’ culinary scene has new chef-driven restaurants opening all the time, taking
advantage of the rich agriculture surrounding us. You’ll find restaurant after restaurant within
walking distance and something for every palate. You’ll also find 50 major attractions just steps
away, including one-of-a-kind museums, skyline views from atop Monument Circle, world-class
performing arts, and an array of shopping. I encourage you to get out and explore all that the city
has to offer. It is our privilege to host this conference. We hope you’ll visit us again soon.
Warm Regards,
Joe Hogsett, Mayor
2
Dear NASACT members and friends:
PAUL JOYCE
Lead Conference Host
Indiana State Examiner
For the last 100 years the NASACT Annual Conference
has been an excellent opportunity for state financial
management professionals to learn from each other’s
experiences. Starting with the 2016 Annual Conference,
the next 100 years will continue to be a place for likeminded professionals to come together and meet
tomorrow’s challenges head on.
You’re sure to gain new knowledge and confirm some of
your own ideas from the technical program NASACT has
put together for you.
We have several networking events planned that feature
unique Indiana experiences. The fun run/walk will take
you along the canal in White River State Park. You’ll enjoy
the beauty of our Art Museum and local jazz artists, as
well as the excitement of playing on the field at Lucas
Oil Stadium, home of the Indianapolis Colts. Downtown
Indianapolis offers everything in close proximity so
attractions, restaurants and shops are within a short walk
of the hotel.
On behalf of NASACT President, Calvin McKelvogue,
chief operating officer of Iowa’s State Accounting
Enterprise, and my Indiana co-hosts, we look forward to
seeing you at this year’s NASACT Annual Conference,
August 13-17 in Indianapolis, Indiana.
Paul D. Joyce, CPA
State Examiner, Indiana
Lead Conference Host
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PA S T P R E S I D E N T S O F N A S A C T
State auditors, state comptrollers and state treasurers have been coming together to discuss issues of common interest since 1916. The
first such meeting took place in St. Augustine, Florida. During the next several years, a leadership structure was formalized, and NASACT
was born. Today, NASACT works to provide education and training to its members and to serve as a unified voice for the varied needs of
its constituency groups − the state auditors, state comptrollers and state treasurers.
2015 William G. Holland, Auditor General, IL
1982 Joseph H. Burris, Legislative Auditor, LA
1948 Thomas J. Buckley, State Auditor, MA
2014 James B. Lewis, State Treasurer, NM
1981 Gertrude Donahey, State Treasurer, OH
1947 Jeff B. Bates, State Treasurer, SC
2013 Martin J. Benison, Comptroller, MA
1980 James R. Cobler, Director, Div. of
Accounts and Reports, KS
1946 George Robb, State Auditor, KS
1979 William R. Snodgrass, Comptroller of the Treasury, TN
1944 C. Fred Porter, State Controller, IA
2012 Ronald L. Jones, Chief Examiner, AL
2011 Nancy K. Kopp, State Treasurer, MD
2010 Glen B. Gainer III, State Auditor, WV
2009 Thomas H. McTavish, Auditor General, MI
2008 Vern L. Larson, State Treasurer, SD
2007 Jan I. Sylvis, Chief of Accounts, TN
2006 R. Thomas Wagner, Auditor of Accounts, DE
2005 W. Daniel Ebersole, Director,
Treasury and Fiscal Services, GA
2004 John J. Radford, State Controller, OR
2003 Lawrence F. Alwin, State Auditor, TX
2002 Barbara Hafer, State Treasurer, PA
2001 Robert L. Childree, State Comptroller, AL
2000 Richard D. Johnson, Auditor of State, IA
1999 Steve Adams, State Treasurer, TN
1998 William J. Raftery, State Controller, WI
1998 Robert D. Luth (Aug - Jun),
State Accounting Administrator, NE
1997 Margaret Kelly, State Auditor, MO
1996 Marshall Bennett, State Treasurer, MS
1995 Darrell R. Daines, State Controller, NV
1994 Douglas R. Norton, Auditor General, AZ
1993 Michael F. Fitzgerald, State Treasurer, IA
1992 Harvey C. Eckert, Deputy Sec. for
Comptroller Operations, PA
1992 Edward J. Mazur (Aug - Nov),
State Comptroller, VA
1977 Robert S. O’Brien, State Treasurer, WA
1976 Grady L. Patterson, Jr., State Treasurer, SC
1975 Grace M. Sloan, State Treasurer, PA
1974 John H. Kelly, State Treasurer, WV
1973 W. Hamp King, State Auditor, MS
1972 Joe R. Williams, State Auditor, ID
1971 Jimmie “Red” Jones, State Auditor, AR
1970 Abram M. Vermeulen, State Comptroller, NJ
1969 Louis L. Goldstein, Comptroller of the
Treasury, MD
1968 J.B. Lancaster, Legislative Auditor, LA
1967 Roy Shapiro, State Comptroller, KS
1966 Minnie Mitchell, State Auditor, WY
1965 Tom Martin, State Treasurer, WA
1964 Val Bjornson, State Treasurer, MN
1939 Forrest Smith, State Auditor, MO
1938 Cliff Yelle, State Auditor, WA
1937 Walter R. Darbey, State Auditor, NJ
1936 George B. Hamilton, State Treasurer, GA
1935 Matt J. Desmond, Chief Deputy
State Auditor, MN
1934 Elbert D. Hayford, State Auditor, ME
1933 Tom Wisdom, State Auditor, GA
1932 Edward Martin, State Treasurer, PA
1931 Sidney H. Blan, State Auditor, AL
1930 William “Pistol Bill” Johnson,
State Treasurer, WV
1961 James M. Smith, State Auditor, SC
1927 Joseph T. Tracy, State Auditor, OH
1960 C.H. Cavness, State Auditor, TX
1926 Ray P. Chase, State Auditor, MN
1959 Sidney C. Day, Jr., State Comptroller, VA
1925 Ray P. Chase, State Auditor, MN
1958 J. Millard Tawes, Comptroller of
the Treasury, MD
1924 Baxter Durham, State Auditor, NC
1957 Henry L. Bridges, State Auditor, NC
1922 Samuel S. Lewis, Auditor General, PA
1989 Earle E. Morris, Jr., Comptroller General, SC
1954 Avery G. Hall, State Treasurer, NY
1988 Thomas W. Hayes, Auditor General, CA
1953 J. Gordon Bennett, Auditor of Public
Accounts, VA
1983 John F. Rogan, State Finance Director, WI
1940 L.B. Maynard, State Auditor, LA
1928 Baxter Durham, State Auditor, NC
1955 John Graves, State Comptroller, AL
1984 Harlan E. Boyles, State Treasurer, NC
1941 Richard E. Talbott, State Treasurer, WV
1962 Haskel Holman, State Auditor, MO
1990 Mary Ellen Withrow, State Treasurer, OH
1985 Anthony Piccirilli, Auditor General, RI
1942 F. Clair Ross, Auditor General, PA
1929 William “Pistol Bill” Johnson,
State Treasurer, WV
1956 C. B. Akers, State Auditor, IA
1986 Roland W. Burris, State Comptroller, IL
1943 F. Gordon Kimball, State Treasurer, NH
1963 Raymond W. Hawksley, State Treasurer, RI
1991 Edward Renfrow, State Auditor, NC
1987 Joan Finney, State Treasurer, KS
4
1978 Robert R. Ringwood, Legislative Auditor, MT
1945 Joseph T. Ferguson, State Auditor, OH
1952 Jesse James, State Treasurer, TX
1951 Frank Durand, State Auditor, NJ
1950 A.S.J. Shaw, State Auditor, OK
1949 J. Edwin Larson, State Treasurer, FL
1923 Harry B. Salter, Chief Auditor, NJ
1921 Harry B. Salter, Chief Auditor, NJ
1920 J.A.O. Preus, State Auditor, MN
1919 J.A.O. Preus, State Auditor, MN
Dear conference attendee:
CALVIN McKELVOGUE
President of NASACT
Chief Operating Officer, Iowa
State Accounting Enterprise
It is my pleasure to welcome you to NASACT’s 101st
Annual Conference. I am proud to be involved with an
organization that has over a century of tradition to back
up our commitment of improving government financial
management. I am glad that you are here as we work
together to address common areas of concern and celebrate
our successes.
My Program Committee co-chair, Paul Joyce, and all the
committee members have worked hard to ensure that the
technical sessions address the most pressing issues of the
day for NASACT’s members. The conference features an
impressive line-up of general session speakers as well as
21 concurrent sessions to cover a variety of interests and
training needs.
We have several pre-conference meetings as well as some
exciting networking opportunities, so I encourage you to
reconnect with old friends and make new acquaintances
while you are here. We learn best from each other, sharing
our experiences and issues to find solutions that benefit all.
I would like to extend my gratitude to our conference hosts.
Paul Joyce, Suzanne Crouch and Kelly Mitchell, as well as
staff from their offices, have spent many hours ensuring the
success of this conference and offering a warm welcome for
us in Indiana.
While you are in Indy, I hope that you will take some time
to enjoy the city. I also hope that you take away many
valuable lessons to apply in your states.
Calvin McKelvogue
President of NASACT, 2015-16
Photo Credit: Lavengood Photography
5
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A S S O C I AT I O N L E A D E R S
A S S O C I AT I O N S TA F F
2015-16 EXECUTIVE COMMITTEE
R. Kinney Poynter, Executive Director
Pat Hackney, Administrative Assistant
Glenda Johnson, Communications Manager
PRESIDENT
Donna Maloy, Conference Manager
Calvin McKelvogue
Kim O’Ryan, NASC Association Director
Chief Operating Officer
Anna Peniston, Professional Education Coordinator
Iowa
Sherri Rowland, NSAA Association Director
Lori Slagle, Finance Manager
Kathleen Young, Peer Review Coordinator
FIRST VICE PRESIDENT
David H. Lillard, Jr.
State Treasurer
Tennessee
Cornelia Chebinou, Washington Office Director
Tanya Grayson, Administrative Assistant
Neal Hutchko, Policy Analyst
T R A I N I N G & P R O F E S S I O N A L D E V E LO P M E N T C O M M I T T E E
Calvin McKelvogue (IA), Co-Chair Paul Joyce (IN), Co-Chair
SECOND VICE PRESIDENT
Debra K. Davenport
David H. Lillard, Jr. (TN), Vice Chair
Steve Barnett (SD-C)
Anna Maria Kiehl (PA-C)
Gerry Boaz (TN-A)
Kent McLamb (NC-A)
Pola Buckley (ME-A)
Kelly Mitchell (IN-T)
Julia Burns (MA-C)
Rebecca Otto (MN-A)
Cynthia I. Cloud (WY-C)
Beth Pearce (VT-T)
SECRETARY
Richard Eckstrom (SC-C)
John C. Reidhead (UT-C)
D. Clark Partridge
Sharon Elston (AL-A)
Randy Roberts (AZ-A)
State Comptroller
Courtney Everett (IN-C)
Anne Vidunas-Gladwell (NJ-A)
Arizona
Manju Ganeriwala (VA-T)
David A. Von Moll (VA-C)
John Geragosian (CT-A)
Thomas L. White (AL-C)
Laura Glenn (GA-T)
Brandon Woolf (ID-C)
Auditor General
Arizona
Whitney Goetz (TN-T)
TREASURER
Beth Pearce
State Treasurer
Vermont
IMMEDIATE
PAST PRESIDENT
AUDITOR
REPRESENTATIVES
COMPTROLLER
REPRESENTATIVES
TREASURER
REPRESENTATIVES
Ronald L. Jones
Chief Examiner, Alabama
Dianne E. Ray
State Auditor, Colorado
John C. Reidhead
Director, Division of Finance,
Utah
Manju Ganeriwala
State Treasurer, Virginia
Stacey Pickering
State Auditor, Mississippi
Stephen M. Eells
State Auditor, New Jersey
Anna Maria Kiehl
State Comptroller/
Chief Accounting Officer,
Pennsylvania
Thomas L. White, Jr.
State Comptroller, Alabama
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Mike Frerichs
State Treasurer, Illinois
Steve McCoy
State Treasurer, Georgia
OUR INDIANA HOSTS
H O S T S TAT E V O LU N T E E R S
HOST STATE COORDINATOR
LEAD CONFERENCE HOST
Paul Joyce
State Examiner
Tammy White, Office of the State Examiner
OFFICE OF THE STATE EXAMINER
Todd Caldwell
Susan Gordon
Tyler Michael
Sommer Cannon
Juanita Hendrickson
Teresa Moody
Caroline Conrad
Beth Kelley
Ashley Palmer
Lisa David
Chase Lenon
Melanie Preston
CONFERENCE CO-HOST
Lisa Dungan
Dana Lottes
Ryan Preston
Suzanne Crouch
Staci Dungan
Paul Lottes
Lori Rogers
Auditor of State
Judy Dunn
Shannon Lopez
Leann Tinsley
Debbie Gibson
Jennifer Marshall
Sam Wilson
OFFICE OF THE STATE AUDITOR
Daina Bacon
CONFERENCE CO-HOST
Kelly Mitchell
State Treasurer
OFFICE OF THE STATE TREASURER
Caitlin Larson
Photo Credit: Choose Chicago
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G E N E R A L
I N F O R M A T I O N
ATTIRE
HOSPITALITY SUITE
5K Fun Run/Walk: Athletic attire is appropriate for the 5K.
See old friends and make new ones at the hospitality suite!
The hospitality suite will be open during hours when there
is no scheduled activity.
Guest Program: Casual attire is appropriate. Comfortable
shoes are recommended.
Conference Sessions: Business casual attire is
appropriate.
Sunday Night Event: Business casual attire is appropriate
for the event at the Indianapolis Museum of Art.
Monday Night Event: You are encouraged to wear your
favorite team jersey (or other casual attire) to the Monday
night event at Lucas Oil Stadium.
Tuesday State Night Dinner: Cocktail or business attire
is appropriate for Tuesday night.
CONFERENCE OFFICE
The conference office serves as the center of activities for
NASACT’s staff and host state volunteers. The conference
office is located on the 2nd floor in the Denver room.
Conference Office Schedule
Sat 2:00 p.m. - 5:00 p.m.
Sat 4:00 p.m. - 10:00 p.m.
Sun 2:00 p.m. - 5:00 p.m.
8:30 p.m. - 10:00 p.m.
Mon 8:30 p.m. - 10:00 p.m.
INTERNET
The internet cafe will have two workstations with online
access and printing capabilities available for your
convenience. The internet cafe will be in the conference
office on the 2nd floor in the Denver room.
Sponsored by S&P Global Ratings and CherryRoad
Internet Cafe Schedule
Mon 7:00 a.m. - 5:00 p.m.
Tue 7:00 a.m. - 5:00 p.m.
Wed 7:00 a.m. - 10:00 a.m.
Sun 10:00 a.m. - 5:00 p.m.
Wifi
Mon 7:00 a.m. - 5:00 p.m.
Complimentary wifi is available in the hotel sleeping rooms.
Wifi access in the meeting space is also complimentary.
Choose NASACT in the available wifi connection list; the
access code is NASACT2016.
Tue 7:00 a.m. - 5:00 p.m.
Wed 7:00 a.m. - 10:00 a.m.
CELL PHONE POLICY
Please be considerate of our speakers and other attendees.
When you are in conference sessions, please turn off your
phone or set it to silent and leave the room if you need to
answer a phone call.
CPE AND EVALUATIONS
NASACT is accredited as a provider of continuing
professional education by the National Association of
State Boards of Accountancy. Don’t forget to fill out your
CPE form and turn it in at the end of the conference at the
registration desk.
New this year—electronic evaluations!
Watch for an email at the end of the conference to evaluate
the conference electronically. We value your input!
8
Hospitality Suite Schedule
LOST AND FOUND
If you’ve lost it, perhaps we’ve found it! Stop by the
conference office to turn in, inquire about or claim lost
items.
PHOTOGRAPHY
Photo Disclosure
NASACT takes photos during this conference. By
participating, you are granting NASACT permission to use
your photo and name in association publications.
REGISTRATION DESK
NEW THIS YEAR! THE CONFERENCE APP
Registration Desk Schedule (Marriott Foyer)
The NASACT Annual Conference is going mobile with an event app! This app will
place networking tools, schedules and session materials in the palm of your hand.
Everything you find in the program brochure you can find on the app – and more:
Sat 2:00 p.m. - 5:00 p.m.
Sun 10:00 a.m. - 5:00 p.m.
Mon 7:00 a.m. - 5:00 p.m.
Tue 7:00 a.m. - 5:00 p.m.
AUDIO / VISUAL
Sponsored by Metaformers and Plante & Moran
TRANSPORTATION
See descriptions throughout this brochure for transportation
information.
Sponsored by ACA-GPS LLC, BerryDunn and US Bank
•
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•
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•
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Build your own agenda with the sessions you want to attend.
See all the speakers, read their bios, and view their presentations.
Find your session rooms and events through an interactive map.
Get important conference updates with push notifications from NASACT staff.
View the roster electronically through the attendee list.
Export notes regarding sessions, speakers, sponsors and attendees.
HOW TO DOWNLOAD
Prior to the conference, you should have received an email invitation containing
download links and login information. However, if you did not receive the email, below
are the links and instructions. NASACT staff can also assist.
iPhone or iPad
1. Type https://crowd.cc/s/dsra in web browser.
2. Click “Download iPhone/iPad App” to load Apple’s App Store and download.
SPEAKER BIOS/PRESENTATIONS
Android
Speaker bios are in the back of this brochure. Presentations
are available at www.nasact.org (all speakers do not make
their presentations available to us prior to the conference).
1. Type https://crowd.cc/s/dsra in web browser.
2. Click “Download Android App” to load the Google Play Store and download.
QUESTIONS OR COMMENTS
You’ll be using the web version of the app. Open the web browser, click the BlackBerry
menu button, select “Go To” and type https://crowd.cc/nasact-2016.
Questions or comments may be directed to NASACT staff or
a host state volunteer. Written comments may also be sent
to NASACT, 449 Lewis Hargett Circle, Suite 290, Lexington,
KY 40503.
BlackBerry
LOGIN, VERIFY & BEGIN USING THE APP!
Once you launch the app and open the event, you want to login using your email and
your first and last name with no spaces or special characters as your confirmation
code. After your first login, you will receive an email to verify your account.
Note: The web version of the app also has all of the conference content for viewing and
downloading materials on a personal computer browser.
Photo Credit: Indianapolis Motor Speedway
9
H OT E L & T R AV E L
TRAVEL ASSISTANCE
INDIANAPOLIS MARRIOTT DOWNTOWN
NASACT members in good standing (or their designees)
are eligible to receive up to $1,500 in travel assistance to
attend the 2016 NASACT Annual Conference.
The conference will be held at the Marriott Downtown located in the
heart of downtown Indianapolis, within walking distance of many
restaurants and area attractions.
All assistance will be provided in the form of a
reimbursement after the conference. The travel
reimbursement form is available at http://www.nasact.
org/2016_nasact_downloads.
Indianapolis Marriott Downtown
Meeting space at the Marriott is on the 2nd floor.
10
A S S I S TA N C E
350 West Maryland Street
Indianapolis, IN 46225
(317) 822-3500
A C K N O W L E D G M E N T S
PLATINUM CORPORATE ASSOCIATES
NASACT wishes
to acknowledge
the supporters
of the 2016
NASACT Annual
Conference.
Thank you for
your support!
MEDIA PARTNERS
Accenture
CGI
Deloitte
Infor
GOLD CORPORATE ASSOCIATES
Bronner Group, LLC
EY
KPMG LLP
Oracle America, Inc.
SILVER CORPORATE ASSOCIATES
ACL
Established in 1891, The Bond Buyer reaches more than
40,000 municipal finance professionals, bond issuers,
government officials, and investors daily, through its
website and printed edition. It provides readers news,
analysis, and data regarding municipal finance that
is unavailable in its comprehensive form in any other
news outlet. The Bond Buyer’s 10 annual conferences
are attended by more than 2,000 market participants,
and offer in-depth education about cutting-edge publicfinance topics, ranging from local government finance
and budgeting to how to raise capital to fund large-scale
investments in the nation’s transportation, health care,
higher education, and public utilities infrastructure.
AmpliFund Public Sector
Bank of America Merrill Lynch
CliftonLarsonAllen
Eide Bailly
First Data
Grant Thornton
ISG
LexisNexis
Governing is the nation’s leading media platform covering
politics, policy and management for state and local
government leaders. Recognized as the most credible and
authoritative voice in its field, Governing provides the nonpartisan news, insight and analysis state and local leaders
need to make government work better.
MasterCard
Nottingham
RSM US LLP
SAP
Workiva
BRONZE CORPORATE ASSOCIATES
ACA-GPS LLC
American Express
BerryDunn
CherryRoad Technologies
Metaformers, Inc.
Plante & Moran
S&P Global Ratings
US Bank
Wells Fargo
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N E T W O R K I N G
A N D
S P E C I A L
A C T I V I T I E S
SATURDAY, AUGUST 13
SUNDAY, AUGUST 14
OPEN HOUSE HOSPITALITY SUITE
BRUNCH AT THE MARRIOTT
All attendees and registered guests may participate.
All attendees and registered guests may participate.
4:00 p.m. – 10:00 p.m.
Attire: Casual
Welcome to Indianapolis! Join us in the open house
hospitality suite. You’re sure to find a few familiar faces
and the opportunity to make new friends after your day
of travel!
SUNDAY, AUGUST 14
5K FUN RUN/WALK
Must be pre-registered to participate.
9:00 a.m. – 11:00 a.m. | Sponsored by
CliftonLarsonAllen and Nottingham
Attire: Casual
Enjoy brunch before attending pre-conference meetings
or spending some time exploring the city.
SUNDAY, AUGUST 14
PRESIDENT’S NIGHT AT THE INDY MUSEUM OF ART
All attendees and registered guests may participate.
6:00 p.m. – 8:00 p.m. | Sponsored by Deloitte
Photo Credit: Lavengood Photography
Photo Credit: Indianapolis Musum of Art
Attire: Athletic Apparel
Prizes will be presented to winners during the Tuesday
night dinner.
6:15 a.m. Meet in lobby (refreshments will be available)
Walk to start line
7:00 a.m. Race begins - finish line is near the hotel
12
Attire: Business Casual
Join NASACT President, Calvin McKelvogue for a very
special President’s Night reception at the Indianapolis
Museum of Art. Enjoy magnificent art and music inside
the museum as well as the truly beautiful grounds that
surround this delightful venue.
Transportation: Meet in the hotel lobby at 5:30 p.m.
Buses will depart at 5:45 p.m. and will return to the
hotel at 8:00 p.m.
MONDAY, AUGUST 15
TUESDAY, AUGUST 16
RECEPTION & DINNER AT LUCAS OIL STADIUM
STATE NIGHT DINNER & HALL OF FAME CEREMONY
All attendees and registered guests may participate.
All attendees and registered guests may participate.
6:30 p.m. – 9:00 p.m. | Sponsored by CGI
Attire: Casual
6:00 p.m. – 11:00 p.m. | Sponsored by Accenture
Attire: Business/Cocktail Attire
Throw on your favorite team jersey and come play at Lucas Oil
Stadium, home of the Indianapolis Colts. Dinner on the club level
will be followed by access to the field where the real fun begins.
The State Night Gala in the ballroom of the Marriott Hotel will
celebrate Indiana’s Bi-Centennial. Experience Hoosier hospitality,
great food and fun.
All those who come down to the field will be eligible to win a
signed Andrew Luck jersey! And a few other surprises will be
planned!
We’ll also announce the 2016 inductees into the NASACT Hall of
Fame.
Transportation: The stadium is a short walk from the hotel. A
continuous shuttle to and from the stadium will also be available
beginning at 6:15 p.m.
6:00 p.m.
Reception
6:45 p.m.
Dinner
7:45 p.m.
5K Fun Run/Walk Awards
2017 Host State Drawing
Hall of Fame Induction
8:30 p.m.
Dancing
Photo Credit: MediaWright Photography
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D A I LY
S C H E D U L E
SATURDAY, AUGUST 13
MONDAY, AUGUST 15
2:00 P.M. – 5:00 P.M.
REGISTRATION (Marriott Foyer)
7:00 A.M. – 5:00 P.M.
INTERNET CAFE (Denver)
4:00 P.M. – 10:00 P.M.
HOSPITALITY OPEN HOUSE (TBA Onsite)
7:00 A.M. – 5:00 P.M.
REGISTRATION (Marriott Foyer)
SUNDAY, AUGUST 14
7:00 A.M. – 8:15 A.M.
BREAKFAST (Marriott 6)
Sponsored by KPMG LLP
6:15 A.M. – 9:00 A.M.
5K FUN RUN/WALK (White River State Park)
Pre-registration required.
Meet in lobby at 6:15 a.m. to walk to the starting line.
9:30 A.M. – 3:00 P.M.
GUEST PROGRAM (A Day at the Indiana State Fair)
10:00 A.M. – 5:00 P.M.
REGISTRATION (Marriott Foyer)
Pre-registration required. See page 22 for details. On Monday,
guests will enjoy a day at the fair, taking in the sights and sounds
of the state.
9:00 A.M. – 11:00 A.M.
BRUNCH AT THE MARRIOTT (Marriott 2-4)
Sponsored by CliftonLarsonAllen and Nottingham
8:15 A.M. – 8:45 A.M.
OPENING CEREMONIES (Marriott 5)
12:00 P.M. – 1:00 P.M.
MEETING OF NASACT’S COMMITTEE ON ACCOUNTING,
REPORTING AND AUDITING (Marriott 7)
1:30 P.M. – 3:30 P.M.
MEETING OF NASACT’S EXECUTIVE COMMITTEE
(Marriott 7)
2:00 P.M. – 5:00 P.M.
HOSPITALITY SUITE (TBA Onsite)
4:00 P.M. – 5:00 P.M.
NEW MEMBER RECEPTION (TBA Onsite)
All new members of NASACT and their mentors are invited to come
and meet the Executive Committee and staff and learn more about
the association.
6:00 P.M. – 8:00 P.M.
PRESIDENT’S NIGHT RECEPTION AT THE INDIANAPOLIS
MUSEUM OF ART
Sponsored by Deloitte
Join NASACT’s President Calvin McKelvogue on Sunday night for a
very special event at the Indianapolis Museum of Art.
Transportation: Meet in the hotel lobby at 5:30. Buses depart at
5:45 p.m. Buses will return at 8:00 p.m.
8:30 P.M. – 10:00 P.M.
HOSPITALITY SUITE (Santa Fe)
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Opening Remarks
Calvin McKelvogue, President of NASACT, Chief Operating
Officer, State Accounting Enterprise (IA)
Color Guard & Singing of the National Anthem
Indiana National Guard
Pledge of Allegiance
Indiana Supreme Court Justice Steven David
Welcome from Indiana Co-Hosts
Paul Joyce, State Examiner (IN)
Suzanne Crouch, Auditor of State (IN)
Kelly Mitchell, State Treasurer (IN)
8:45 A.M. – 9:35 A.M.
GENERAL SESSION (Marriott 5)
GS#1. A Political Year Like No Other:
Need We Say More?
Field of study: Specialized Knowledge and Applications
The title says it all…this truly has been an election cycle unlike
most of us have ever seen in our lifetimes. Join nationally renowned
political analyst and commentator, Ron Elving, as he sorts through
it all.
Ron Elving, Senior Washington Editor and Correspondent,
National Public Radio News
Moderator: Kelly Mitchell, State Treasurer (IN)
9:35 A.M. – 9:55 A.M.
BREAK (Marriott Foyer)
Sponsored by LexisNexis and SAP
GS#1. Ron Elving
9:55 A.M. – 11:10 A.M.
11:20 A.M. – 12:10 P.M.
CS#1. How “Smart” is Your State? (Marriott 1-2)
CS#4. Defrauded, Wasted and Abused… Considerations for an
Enterprise Approach to Program Integrity with FWA-as-a-Service
CONCURRENT SESSIONS
Field of study: Finance
Governments are under increasing pressure to address socio-economic,
transportation, resiliency, and citizen engagement issues. Explore how states and
cities are getting “smart” and leveraging technology and energy innovations to
identify and solve complex problems for a sustainable future. Understand what
Smart Government means to the financial arm of state government.
Christina Dorfhuber, Principal, Deloitte Consulting LLP
Rana Sen, Managing Director, Deloitte Consulting LLP
Moderator: Dianne E. Ray, State Auditor (CO)
CS#2. Analytics: Realizing the Vision (Marriott 3-4)
Field of study: Finance
Analytics is fast becoming the rage in IT and management circles. Analytic tools
and techniques can lead to lower costs, improved citizen services, better allocation
of resources, and more. The challenge is the technology is changing just as fast
as we can come up with potential uses for it. The skills to use it, from business
managers to data handlers to data scientists to application developers and more,
are scarce – the supply of skills is not keeping up with the demand. Governments
are not well-positioned in this war for talent. One solution is “analytics as a
service” – rather than hire staff and technology, governments could rent the
technology infrastructure and skills as needed.
Suzanne Bump, Auditor of the Commonwealth (MA)
Mark Howard, Global Lead, Public Administration Industry Practice,
Accenture
D. Clark Partridge, State Comptroller (AZ)
Zac Perry, Managing Director, Health & Public Service, Accenture
Alan Skelton, State Accounting Officer (GA)
Moderator: Stephen M. Eells, State Auditor (NJ)
CS#3. The “O” Word is now “OK” — ERP Outsourcing Benefits
From Your Peers (Marriott 7-8)
Field of study: Finance
The Outsourcing word has had negative connotations for many years in
government. Most states or state agencies would not consider using a third
party to host and operate their ERP software. However, there is a shift in the
marketplace and outsourcing is becoming more than acceptable – it’s even
preferred. CGI will host a panel discussion with several states to discuss why they
preferred outsourcing their ERP operations and what benefits they derived.
Cynthia Cloud, State Auditor (WY)
Doug Cotnoir, State Controller (ME)
Daniel Keene, Senior Vice President, U.S. State and Local Government
Solutions, CGI
Moderator: John C. Reidhead, Director, Division of Finance (UT)
11:10 A.M. – 11:20 A.M.
ROOM CHANGE
CONCURRENT SESSIONS
(Marriott 1-2)
Field of study: Auditing (Governmental)
A growing call is escalating among state and local government leaders, the public,
and other stakeholders to become much more strategic and focused in audit &
detection, investigation & resolution as well as prevention of systemic fraud,
waste, and abuse. This panel is an opportunity to explore how governments are
becoming more organized in effectively utilizing forensic accounting, compliance,
data science, social networking analysis, predictive analytics, and common
sense to find and exploit the vulnerabilities and help guard against increasingly
sophisticated adversaries.
Kyle Hall, Product Manager, Socrata, formerly Special Assistant to
Controller Ron Galperin, City of Los Angeles
June Jennings, Inspector General, Commonwealth of Virginia
Linda Miller, FM-GPS Director, Grant Thornton LLP
Keith Wine, Director, Grant Thornton LLP
Moderator: Beth Wood, State Auditor (NC)
CS#5. Optimizing State Audit Office Operations — Indiana Case
Study (Marriott 3-4)
Field of study: Auditing (Governmental)
Public resource constraints, coupled with increased demands for government
accountability, have resulted in state audit organizations facing challenges in
maintaining and advancing efficient and effective audit operations. This session
discusses the forward-thinking actions of the Indiana State Board of Accounts (SBOA)
in strategically assessing and optimizing its organization and operations in order
to more effectively fulfill its statutory duties and increase accountability for public
resources in Indiana. Session takeaways include lessons learned and best practices,
discussion of challenges and insights in optimizing operations in state audit offices,
and an overview of the SBOA strategic optimization assessment process.
Gila J. Bronner, President and CEO, Bronner Group
Paul Joyce, State Examiner, State Board of Accounts (IN)
Tammy White, Deputy State Examiner, State Board of Accounts (IN)
Moderator: Suzanne Bump, Auditor of the Commonwealth (MA)
CS#6. Driving Business Performance Using Data Analytics
(Marriott 7-8)
Field of study: Finance
A significant opportunity exists for state governments to enhance decision making
and improve performance that is captured in their ERP systems. The data contains
extremely valuable insights that state governments are often unable to tap due to
complexity or lack of capability. This session will show you how!
Marnell Kleynhans, Director, KPMG
Kristopher Knight, Director, Division of Accounting (DE)
Geoff Plante, Advisory Managing Director, KPMG
Speaker/Moderator: Anna Maria Kiehl, State Comptroller (PA)
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D A I LY
S C H E D U L E
CS#7. Collateralization of Public Funds – Current
Issues and Developments (Marriott 9)
Field of study: Finance
Government entities are confronted with significant financial
challenges created by regulatory changes. As a result, the public
sector faces a perfect storm of tight budgets and limited liquidity
returns. With the aim of enhancing returns while ensuring that the
security of public deposits remains paramount, government treasurers
need to consider new ways to maximize the value of deposits.
Gerry Boaz, Technical Manager, Office of the Comptroller
of the Treasury (TN)
Douglas Cash, Manager, Forensic & Valuation Services, Eide
Bailly
Moderator: Pola A. Buckley, State Auditor (ME)
CS#10. Leveraging Existing Technology/Systems for
Maximum Efficiency (Marriott 7-8)
Laura Glenn, Portfolio Manager, Office of State Treasurer (GA)
Field of study: Finance
Dan Van Vooren, Vice-President, Collateral Management
Senior Specialist, Bank of America Merrill Lynch
How do states achieve efficiencies, transparency, and cost savings by
simplifying their structures? This session will discuss how states are
leveraging technology and administration to gain a clearer picture of
what is happening across different departments and agencies.
Moderator: Manju Ganeriwala, State Treasurer (VA)
12:10 P.M. – 1:25 P.M.
LUNCH & AWARDS PRESENTATION (Marriott 6)
Sponsored by Infor
Presiding: Calvin McKelvogue, President of NASACT and Chief
Operating Officer, State Accounting Enterprise (IA)
Remarks and Presentation of Awards
− President’s Awards & Special Recognition Awards
1:25 P.M. – 2:15 P.M.
CONCURRENT SESSIONS
CS#8. The Modern Finance Function: The Impact of the
Digital Revolution (Marriott 1-2)
Field of study: Finance
State finance professionals have traditionally focused on core
functions such as accounting and financial reporting, as well as
working within complex ERP systems in support of these areas. The
digital revolution occurring at every level of government – whether
it’s cloud computing, mobile solutions or analytics and big data, for
example - offers financial professionals new ways to think about
their role. This session will explore the broader trends in IT and the
impact they’re having on agencies and the modern finance function.
Aaron Cornfeld, Group Vice President, North America
Public Sector, Higher Education, and Healthcare, Oracle
Alan Skelton, State Accounting Officer (GA)
Aldona Valicenti, Chief Information Officer, LexingtonFayette Urban County Government (KY)
Moderator: David A. Von Moll, State Comptroller (VA)
CS#9. How Forensic Auditing and Examinations Are
Becoming Increasingly Important for States (Marriott 3-4)
Field of study: Auditing (Governmental)
Forensic auditing and examinations are in widespread use in order
to find the causes of fraud, waste and abuse and increase the
effectiveness of internal controls on a go-forward basis. At this
session, you will learn the latest techniques being used and a
recent case study from two of the industry’s experts.
16
Eric Berman, Partner, Eide Bailly
Also, hear how Indiana is utilizing data, analytics, business
intelligence and consulting to improve efficiencies and effectiveness
and develop informed decision making to improve policy outcomes.
Kip Meadows, Founder & CEO, Nottingham
David Matusoff, Executive Director, Indiana Management and
Performance Hub
Moderator: Steve McCoy, State Treasurer (GA)
2:15 P.M. – 2:35 P.M.
BREAK (Marriott Foyer)
Sponsored by ACL and Bank of America Merrill Lynch
2:35 P.M. – 3:50 P.M.
GENERAL SESSION
GS#2. Recruit + Retain + Engage = the Formula for a
High-Performing Workforce (Marriott 5)
Field of study: Personnel/HR
There is good news, and there is bad news. Research indicates
that acquiring the high-performing talent necessary to achieve
organizational goals will become increasingly more difficult. In
addition, statistics show that employee engagement remains at
roughly 30%, so keeping such talent is a serious challenge. That’s
the bad news. The good news is that there is a formula for creating
a high-performing workforce – Recruit + Retain + Engage.
By finding the right talent for the right roles, establishing
strategies to keep that talent, and fostering an engaging culture,
organizational leaders can successfully attract and keep a
workforce that is highly engaged. In this presentation, employee
engagement will be defined and practical steps given to help
organizational leaders design strategies for recruiting and retaining
high-performing talent.
GS#2. Dr. Trish Holliday
Discussion Leader: Dr. Trish Holliday, SPHR, SHRM-SCP, Assistant
Commissioner & Chief Learning Officer, Department of Human
Resources (TN)
Moderator: David H. Lillard, Jr., NASACT First Vice-President and
State Treasurer (TN)
GS#2. David H. Lillard, Jr.
3:50 P.M. – 4:05 P.M.
ROOM CHANGE
4:05 P.M. – 4:50 P.M.
BUSINESS MEETINGS Open to Members/Member Staff Only
- NASC (Marriott 1-2)
- NSAA (Marriott 3-4)
- State Treasurers Meeting (Marriott 9)
6:30 P.M. – 9:00 P.M. RECEPTION & DINNER AT LUCAS OIL STADIUM
Sponsored by CGI
Wear your favorite team jersey and come play at Lucas Oil
Stadium, home of the Indianapolis Colts. Dinner on the club level
will be followed by access to the field, where the real fun begins!
Transportation: Lucas Oil Stadium is a short walk from the hotel.
A continuous shuttle to and from the stadium will also be available
beginning at 6:15 p.m. from the hotel lobby.
8:30 P.M. – 10:00 P.M.
HOSPITALITY SUITE (Santa Fe)
TUESDAY, AUGUST 16
7:00 A.M. – 5:00 P.M.
INTERNET CAFE (Denver)
7:00 A.M. – 5:00 P.M.
REGISTRATION (Marriott Foyer)
8:35 A.M. – 9:25 A.M.
GENERAL SESSION (Marriott 5)
GS#3. Trending Now: Are You Ready for Policy
Changes in Washington and in the States?
Field of study: Specialized Knowledge and Applications
This session will highlight policy trends in the states, and how the
upcoming election and subsequent policy changes at the federal
level could impact the states. You don’t want to miss this “what to
be watching for” session!
Scott D. Pattison, Executive Director, National Governors
Association
GS#3. Scott D. Pattison
Moderator: Beth Pearce, State Treasurer (VT)
9:25 A.M. – 9:35 A.M.
ROOM CHANGE
9:35 A.M. – 10:25 A.M.
CONCURRENT SESSIONS
CS#11. Current Trends in IT and Data Security and
Privacy (Marriott 1-2)
Field of study: Computer Science
Speakers will discuss the current trends in information security
including national statistics around security, key areas of concern
and how auditors, comptrollers and treasurers should think about
security. Next, a state CISO will outline how the state of Illinois is
addressing these trends.
Jay Schulman, Principal, Great Lakes Security and Privacy
Consulting Practice Leader, RSM US LLP
Kirk Lonbom, Chief Information Security Officer (IL)
7:00 A.M. – 8:30 A.M.
BREAKFAST (Marriott 6)
Sponsored by EY
9:30 A.M. – 4:00 P.M.
GUEST PROGRAM (NCAA Hall of Champions, Lunch at the
Governor’s Residence & Indianapolis Motor Speedway)
Pre-registration required. See page 22 for details. On Tuesday,
guests will participate in a scavenger hunt at the NCAA Hall of
Champions and visit the Indy Motor Speedway.
8:30 A.M. – 8:35 A.M. OPENING REMARKS (Marriott 5)
Calvin McKelvogue, President of NASACT and Chief Operating
Officer, State Accounting Enterprise (IA)
Moderator: Kristopher Knight, Director, Division of
Accounting (DE)
CS#12. GASB Update—What Will the Future Hold?
(Marriott 3-4)
Field of study: Accounting (Governmental)
Most GASB Updates focus on the “what do I need to know now”
issues; however, this session takes a different approach by
highlighting projects and research activities that have longer term
implications. Topics to be covered in this Q&A format session include
fiduciary activities, leases, the financial reporting model, revenue
and expense recognition, note disclosures, and going concern.
David Vaudt, Chair, Governmental Accounting Standards Board
Jan Sylvis, Vice Chair, Governmental Accounting Standards Board
David Bean, Director of Research and Technical Activities,
Governmental Accounting Standards Board
Moderator: Alan Skelton, State Accounting Officer (GA)
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S C H E D U L E
CS#13. Fraud Prevention and Detection — From a Management
Perspective (Marriott 7-8)
John T. Hicks, Executive Director, National Association of State Budget
Officers
Field of study: Accounting (Governmental)
Michelle Sager, Director, Strategic Issues, U.S. Government Accountability
Office
Attendees of this session will leave with a forensic mindset. As you begin to think
forensically, you will learn how frauds are detected, the most common internal
control breakdowns that contribute to fraud, the types of fraud, the profile of
a fraudster, and common red flags. The most common fraud risk management
controls and their effectiveness will also be covered.
Robin Prunty, Managing Director, U.S. State Ratings Group, S&P Global
Ratings
Moderator: Nancy K. Kopp, State Treasurer (MD)
Richard Eckstrom, Comptroller General (SC)
CS#16. Moving Us Forward With Improved Transparency: Uniform
Grant Guidance, the DATA Act, and OhioCheckbook.com (Marriott 7-8)
Moderator: Cynthia Cloud, State Auditor (WY)
Field of study: Finance
Mathew W. Anderson, Principal, CliftonLarsonAllen LLP
10:25 A.M. – 10:45 A.M.
BREAK (Marriott Foyer)
Sponsored by Grant Thornton and AmpliFund Public Sector
10:45 A.M. – 12:00 P.M.
CONCURRENT SESSIONS
CS#14. New Technologies: Improved Efficiencies (Marriott 1-2)
Field of study: Finance
This session will highlight different technologies that are being used in two
states to gain efficiencies.
2016 Payment Industry Outlook: Information Technology/E-Gov
Federal legislation continues to put pressure on state and local governments to
improve how they manage and report on funds, including those distributed in the
form of grant dollars.
This session will cover the progress being made by the two primary initiatives
— Uniform Grant Guidance (UGG) and Digital Accountability and Transparency
Act (DATA Act) — and the opportunities that accountability and transparency will
bring to state governments. Additionally, panelists will highlight key tenets in the
form of benefits for state financial officers.
Also during this session you will hear from the Ohio State Treasurer’s Office
on OhioCheckbook.com. This transparency website propelled Ohio from 46th
in the nation to #1 in spending transparency for two consecutive years. The
website allows users to search more than half-a-trillion in state spending, and
billions in spending from more than 700+ Ohio schools, municipalities, and local
governments.
First Data will provide information on the latest trends in ecommerce and
payments, such as the need to support mobile phone interaction and the
importance of providing seamless, one-click processes; and delivering instant
gratification in the form of quick, real-time updates. The presentation will also
provide details on how the New York State Department of Taxation and Finance is
keeping up with those expectations with their payment systems.
John Nicola, Senior Vice President, Integrated Solutions, First Data
David Natelson, Vice President, Government Solutions, First Data
SaaS Resolutions in Massachusetts
Next, hear how Massachusetts is identifying and embracing cloud-based
solutions to improve efficiency of reporting. Across teams and departments, the
state’s team has seen immediate benefits for financial reporting, transparency,
and human resources processes with cloud-based solutions. Learn how staff
were brought on board to ensure successful implementation.
Thomas G. Shack III, Comptroller of the Commonwealth (MA)
Moderator: Steve Barnett, State Auditor (SD)
CS#15. Economic Report for the States (Marriott 3-4)
Field of study: Economics
First, hear an overview of the current fiscal situation in the states and the serious
financial management problems state government leaders must face in the
coming years. Next, an overview of the states’ long-term fiscal condition will
be examined based on a recent report from the U.S. Government Accountability
Office. Lastly, Standard & Poor’s will describe the latest developments in its bond
ratings of state governments.
Hudson Hollister, Executive Director, Data Transparency Coalition
Adam Roth, Chief Executive Officer, StreamLink Software
Seth Unger, Senior Policy Advisor for Public Affairs, Office of State Treasurer
(OH)
Moderator: Stacy Neal, Director of Accounting (MO)
CS#17. Innovation, The Digital Revolution, and the Future of
Payments (Marriott 9)
Field of study: Finance
Future of Payments
This session will cover advanced payment technologies, including:
•
Innovations that are likely to impact the U.S. market now and in the future.
•
Emerging technologies that will affect the payments landscape in 2016
and beyond; and trends that are enhancing the consumer experience and
increasing security.
Curtis Webb, Director/Leader, Digital Payments, MasterCard North America
Card Payment Utilizing Safe-T
The evolution of payment security will also be addressed. This segment will
include a review of the current environment describing the options and processes
that are available to protect not only the acceptor but payer as well. Adoption of
EMV standards in the U.S. will also be included.
Michael F. Hodge, U.S. Bank Payment Solutions/Elavon, Regional Director,
Public Sector Sales
Moderator: Lynne Bajema, State Comptroller (OK)
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12:00 P.M. – 1:10 P.M.
LUNCH (Marriott 6)
Sponsored by Bronner Group, LLC and Oracle America,
Inc.
1:10 P.M. – 2:25 P.M.
CONCURRENT SESSIONS
CS#18. Your Analytics Are Discovering Smoke – Where’s
the Fire and How Do You Put It Out? (Marriott 1-2)
Field of study: Auditing (Governmental)
Oregon will showcase real-world applications to effectively detect
fraud. Retired Colonel Bill Kelley will discuss audit war stories from
his years in the army. You will learn how to leverage ACL and other
techniques, such as Benford’s Law, to identify important patterns and
statistical outliers. The panel will discuss why these approaches work
so you can leave understanding how to apply this knowledge when
you return to the office. Take the auditor challenge and try to beat
their fraud detection skills by filling out a pre-session fraud activity
that will be distributed in Marriott 9 after Monday’s lunch.
Bill Kelley, Senior Advisor, ACL
Ian Green, Senior Auditor, Secretary of State, Audits Division (OR)
Jamie Ralls, Principal Auditor, Secretary of State, Audits Division
(OR)
Moderator: Greg Griffin, State Auditor (GA)
CS#19. All Things Tax: Compliance, Reporting and
Abatements (Marriott 3-4)
Field of study: Finance
Affordable Care Act & GASB 77 Implementation Issues
The Affordable Care Act (ACA) presented significant challenges to
governments in 2015. Leading practices and lessons learned will
be discussed as well as a look ahead at the complexities that now
exist in 2016. GASB Statement No. 77 (Tax Abatement Disclosures)
requires auditors and comptrollers to work with economic development
organizations in disclosing abatements. The path to compliance,
implementation challenges and risks will be discussed.
Javi Borges, U.S. State and Local Government Leader-Tax, EY
Dan Domenicucci, Tax Partner, EY
Mark Robbins, Senior Manager, EY
Understanding Big Data and Business Tax Compliance Issues:
More is Not Better, But Different Is…
Next, speakers will discuss the problems facing our country today
regarding Big Data and tax compliance. This session will highlight
the research findings from a Business Tax Compliance Research
Study produced by GOVERNING Institute, showcasing the underlying
problems, best practices, viewpoints on data sharing and any unmet
needs surrounding business non-compliance. This presentation will
also discuss how big data is different than traditional tax analysis or
statistical modeling, examine the single biggest mistake agencies
make in wanting “more data” or analyzing the data they have, offer
examples of the power of different kinds of data and give expert
recommendations regarding how to translate these strategies into
your own tax agency.
Cynthia Caskey, Tax Fraud Analyst, LexisNexis Risk Solutions,
Former Assistant Chief of Taxation, New Jersey Division of
Taxation
Steve Lappenbusch, Ph.D., Market Planner, Tax and Revenue,
LexisNexis Risk Solutions
Moderator: Richard Eckstrom, Comptroller General (SC)
CS#20. Developing Future Leaders: Millennials Coming
of Age? (Marriott 9)
Field of study: Personnel/HR
Millennials are shaping our future in new and creative ways. Hear
how SAP is enthusiastically making a number of strategic changes
and creating state of the art programs to harness the numerous
opportunities that this digital native generation provides.
Coming of Age Millennials (Gen Y) are your new constituents and are
the largest population in America today, sorry Boomers! Wells Fargo
will review the differences of Millennials from other generations,
along with their demands on your entity’s resources and services.
Their expectations for electronic connectivity will make you rethink
your business processes.
John Branstrator, Director, SAP Customer Operations
Pete Pulos, Senior Vice President, Regional Treasury Sales
Manager, Government and Institutional Banking, Wells Fargo
Moderator: Rebecca Otto, State Auditor (MN)
CS#21. ERP Systems: The New Search for Value
(Marriott 7-8)
Field of study: Finance
States with earlier ERP implementations are revisiting the value
proposition represented in traditional, on-site systems in search
of less costly, more flexible solutions to address changing needs.
States presently considering ERP are faced with an increasingly
complex landscape of choices from full-scope, single-vendor
platforms to cloud-enabled, software-as-a-service (SaaS) solutions
that promise less overhead and greater flexibility to choose among
multiple vendors. In this session, speakers will discuss these trends
and offer responses that states may consider to realize increased
value from new or existing ERP systems.
Nathan Frey, Managing Partner, Americas Public Sector, ISG
Kurt Steward, Vice President, Public Sector, Infor
JD Williams, Executive Director, State & Local Government, Infor
Moderator: Edgar C. Ross, Controller (KY)
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S C H E D U L E
2:25 P.M. – 2:45 P.M.
BREAK (Marriott Foyer)
Sponsored by RSM and Workiva
2:45 P.M. – 3:35 P.M.
GENERAL SESSION (Marriott 5)
GS#4. In Both Love and Fraud … Little Things Can
Mean Cost a Lot
Field of study: Auditing (Governmental)
GS#4. William J. Kresse
Ignoring even the smallest accounting control can lead to big
frauds. This is why auditors, comptrollers and treasurers can
ill afford to disregard even seemingly insignificant controls.
Determined fraudsters will devise ways to exploit the smallest
holes in control measures in order to perpetrate a massive
fraud scheme. Professor Kresse will discuss several recent
cases that highlight why… “In Both Love and Fraud… Little
Things Can Mean Cost a Lot.”
William J. Kresse, Assistant Professor, Governors State
University, and Commissioner with the Chicago Board of
Election Commissioners
Moderator: Paul D. Joyce, State Examiner (IN)
3:35 P.M. – 3:45 P.M.
ROOM CHANGE
GS#5. Cathilea Robinett
3:45 P.M. – 4:45 P.M.
NASACT BUSINESS MEETING (Marriott 3-4)
Open to Members and Members’ Staff Only
NASACT members and members’ staff are encouraged to attend
the business meeting.
Reports will be given by chairs of NASACT’s committees and
the 2016-17 Executive Committee will be approved.
Presiding: Calvin McKelvogue, President of NASACT and Chief
Operating Officer, State Accounting Enterprise (IA)
6:00 P.M. – 11:00 P.M. STATE NIGHT DINNER (Marriott Foyer, 5-6)
Sponsored by Accenture
Join us for the State Night Gala, which will celebrate Indiana’s
bicentennial. The 2016 class of the NASACT Hall of Fame will
also be announced.
6:00 p.m.
6:45 p.m.
7:45 p.m.
8:30 p.m.
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Reception
Dinner
5K Fun Run/Walk Awards
2017 Host State Drawing
Hall of Fame Induction
Dancing
WEDNESDAY, AUGUST 17
7:00 A.M. – 10:00 A.M.
INTERNET CAFE (Denver)
7:00 A.M. – 8:30 A.M.
BREAKFAST (Marriott 6)
Sponsored by Eide Bailly, ISG and MasterCard
8:30 A.M. – 8:35 A.M. OPENING REMARKS (Marriott 5)
Calvin McKelvogue, Immediate Past President of NASACT and
Chief Operating Officer, State Accounting Enterprise (IA)
8:35 A.M. – 9:25 A.M.
GENERAL SESSION (Marriott 5)
GS#5. Exponential Government: The Future of
Public Service
Field of study: Computer Science
The world we’ve known is changing at exponential speed.
The iPhone has eclipsed the Blackberry, mobile devices are
displacing PCs, the cloud is radically challenging long-held
assumptions about building technology, and the Internet of
Things is redefining connectivity. What we regard as state
of the art today will look quaint tomorrow as exponential
technologies unlock individual, organizational, and societal
potential. Along the way, people get scared, old organizational
models crumble, and legacy cost structures stop penciling out.
Understanding these shifts and how they differ from previous
shifts is imperative.
This session provides a tour of the trends that are reshaping
our communities – demographics, economics, methods
of work, customer expectations and the relevance of
governmental institutions — all annotated with real world
examples. By the end, you’ll have a clearer picture of what
Exponential Government will look like, how it will act, and
why your actions today can lead you to a preferred exponential
future and a more perfect union.
Cathilea Robinett, President, e.Republic
Moderator: Suzanne Crouch, Auditor of State (IN)
9:25 A.M. – 9:45 A.M.
BREAK (Marriott Foyer)
Sponsored by First Data, Wells Fargo & American
Express
9:45 A.M. – 11:25 A.M.
GENERAL SESSION (Marriott 5)
GS#6. The Gold Standard: A Panel of Leaders in Our
Profession
Field of study: Accounting (Governmental)
Hear from a panel of leaders in the government accountability
profession as they cover a myriad of issues ranging from current
professional accounting/auditing challenges to the future direction of
our profession to personal leadership tips. What a way to conclude the
conference!
GS#6. Jim Dalkin
GS#6. Mary Foelster
GS#6. Lynette Kelly
Jim Dalkin, Director, Government Accountability Office
Mary Foelster, Director, American Institute of Certified Public
Accountants
Lynnette Kelly, Executive Director, Municipal Securities
Rulemaking Board
Karen Lee, Chief, Office of Federal Financial Management, U.S.
Office of Management and Budget
Terri Polley, President and Chief Executive Officer, Financial
Accounting Foundation
GS#6. Karen Lee
GS#6. Terri Polley
GS#6. Scott Schowalter
GS#6. David A. Vaudt
Scott Showalter, Chair, Federal Accounting Standards Advisory
Board
David Vaudt, Chair, Governmental Accounting Standards Board
Moderator: D. Clark Partridge, State Comptroller (AZ)
11:25 A.M. – 11:35 A.M.
CLOSING REMARKS (Marriott 5)
David H. Lillard, Jr., State Treasurer (TN) and Incoming President
of NASACT
21
G U E S T
A C T I V I T I E S
MONDAY, AUGUST 15
TUESDAY, AUGUST 16
A DAY AT THE INDIANA STATE FAIR
NCAA HALL OF CHAMPIONS, LUNCH AT THE GOVERNOR’S
RESIDENCE & INDIANAPOLIS MOTOR SPEEDWAY
9:30 a.m. – 3:00 p.m.
Meet in the lobby at 9:30 a.m. Return to hotel by 3:00 p.m.
Indiana has a fantastic State Fair. It is just a short bus ride from
the hotel. Upon arriving at the fair you will be greeted by the State
Fair Queen and given a shuttle tour to get the lay of the land. Spend
some time in Pioneer Village, where they dress, travel and work just
as the pioneers did. Smell the caramel corn cooking as you get a
glimpse into pioneer life and Indiana history.
Lunch will be provided in the Normandy Barn next to the Pioneer
Village. Enjoy authentic fair cuisine Indiana style! Learn a few
Indiana State Fair fun facts and about the state’s history as you
eat. You may even be entertained by a juggling act or two. Then it is
time for you to venture out on your own to get a closer look at your
favorite fair things.
You’ll be able to download the fair app to plan your afternoon
and you’ll even get some Fair Bucks to spend while you’re there.
For those who might want a more organized look, we will have
volunteers that will be happy to show you their favorite things!
Please wear comfortable walking shoes!
9:30 a.m. – 4:00 p.m.
Meet in the lobby at 9:30 a.m. Return to hotel by 4:00 p.m.
The NCAA Hall of Champions has a great competition planned
for you. There is a scavenger hunt planned through the Hall and
a few athletic challenges to make sure you don’t miss anything
the NCAA has to offer. This is a great way to experience the NCAA
Hall of Champions, in addition to seeing your favorite college
represented.
After an hour at the Hall of Champions, you will travel by bus
to the Indiana governor’s residence for lunch. Indiana Auditor
of State Suzanne Crouch and Indiana Treasurer of State Kelly
Mitchell will co-host your lunch at this working residence.
Next you are off to the Indianapolis Motor Speedway. You
will see the Hall of Fame Museum and take an insider’s look
at the famous Pagoda. This year is the 100th running of the
Indianapolis 500-mile race, so the track facilities have been
transformed into an even greater racing spectacle. The famed
oval is something that attracts visitors to Indianapolis worldwide
and really should be seen in person.
Please wear comfortable walking shoes!
Photo Credit: Visit Indy
Photo Credit: Kevin Foster
22
NASACT 2017
ANNUAL CONFERENCE
August 12-16 | Nashville, TN
Mark your calendar for NASACT 2017 in Nashville!
23
C O R P O R AT E
A S S O C I AT E
ACA Management Tool®, from ACA GPS,
LLC, provides employers with Tracking,
Reporting and Analysis tools in an easy to
use software package, which helps navigate
the complex Affordable Care Act maze. It
takes the confusion out the ACA and helps
employers achieve and maintain compliance.
acagps.com, [email protected],
470-239-5524, ext 4050.
Accenture is a global professional services
company, providing a broad range of services
and solutions for government in strategy,
consulting, digital, technology and operations.
With approximately 375,000 people serving
clients in over 120 countries, Accenture drives
innovation to improve the way citizens work
and live. For more information visit www.
accenture.com/publicservice.
ACL is a global software company with
innovative solutions to help public sector
professionals keep their processes in check
and provide higher levels of assurance
through innovative team-based analytic
approaches. ACL’s platform has helped over
250 government offices globally to bolster
compliance, manage risks and assure effective
governance. Learn more at www.acl.com.
American Express is a global services
company, providing customers with access
to products, insights and experiences that
enrich lives and build business success. We
have a team dedicated to helping accelerate
business success by driving incremental
revenue, creating operational efficiencies and
identifying future growth opportunities.
AmpliFund Public Sector helps manage every
stage of the grant lifecycle, providing tools to
more efficiently meet reporting compliance
requirements, generate revenue and increase
capacity. See exactly how funds enter and
leave a state, county or municipality, including
sub-recipient management features for easy
monitoring, reporting and auditing of complex
grants.”
24
D I R E C T O R Y
As a leading financial services provider to the
public sector, Bank of America is committed
to delivering the scope and strength of our
enterprise to help meet your objectives. With
over 100 years committed to the public sector,
we know the unique challenges you face and
you can count on us to help execute to your
requirements.
BerryDunn is an assurance, tax, and
consulting firm made up of experts who have
served clients nationally for 41 years. Our
Government Consulting Group helps state
governments strengthen business processes,
mitigate risk, and maximize investments in
technology through strategic management and
IT planning.
Bronner Group, LLC is a trusted advisor to
state governments across America developing
actionable strategy, implementing effective
transformation, and meeting demands for
greater accountability. Founded in 1987,
BRONNER’s reach extends coast-to-coast with
10 offices and over 450 clients. BRONNER
professionals are expert government analysts,
executives, and innovators.
As a full-service systems integrator and
managed services provider, CGI delivers
complex public sector IT programs with a
collaborative approach that is based on shared
values with our clients. We provide creative
IT solutions that drive government efficiency
and cost containment—including our builtfor-government ERP, tax, health and human
services offerings. www.cgi.com/stateandlocal
CherryRoad provides comprehensive systems
implementations, upgrades, consulting, cloud
and hosting services that maximize State
Governments’ ERP system performance.
For over three decades, CherryRoad has
earned a solid reputation for combining our
technological, organizational, functional,
and vertical market expertise into practical
solutions that deliver results to the public
sector. Visit www.cherryroad.com.
CLA is a professional services firm delivering
wealth advisory, consulting, business
operations, and public accounting capabilities
to help our clients succeed. Our dedicated
industry professionals provide solutions to
your compliance, regulatory and operational
needs. We’ll work together to eliminate
challenges and move your government
forward. Claconnect.com/Government
Governments work best when empowered with
the tools to serve its citizens. Deloitte blends
public sector knowledge with private sector
insight to help shape new understanding, spur
innovation, and accomplish more with less.
We help our clients to address the challenges
of today while positioning them for tomorrow.
Visit www.deloitte.com/us/state.
Professionals at Eide Bailly, a Top 25 CPA
and business advisory firm, understand the
operational and political aspects of our
government clients. Our more than 550 public
sector clients experience a high level of
involvement from senior-level professionals
and a proactive approach to communication
and preparing for new accounting standards.
Around the world, governments and not-forprofit organizations are continually seeking
innovative answers to complex challenges.
EY’s Government & Public Sector brings
together highly skilled professionals from
our assurance, tax, transaction and advisory
services. We can help you meet your goals and
enhance public value, for today and tomorrow.
First Data is a global leader in commerceenabling technology and solutions, serving
approximately six million business locations
and 4,000 financial institutions in 118
countries around the world, processing more
than 2,300 transactions per second and $1.9
trillion per year.
Grant Thornton Public Sector helps executives
and managers at all levels of government
maximize their performance and efficiency in the
face of ever tightening budgets and increased
demand for services. We give clients creative,
cost-effective solutions that enhance their
acquisition, financial, human capital, information
technology, and performance management.
For more information, visit grantthornton.com/
publicsector.
MasterCard (NYSE: MA), www.mastercard.com,
is a technology company in the global payments
industry. We operate the world’s fastest
payments processing network, connecting
consumers, financial institutions, merchants,
governments and businesses in more than 210
countries and territories. MasterCard’s products
and solutions make everyday commerce
activities easier, more secure and more efficient
for everyone.
Infor Public Sector delivers a comprehensive
suite of integrated, specific solutions that
drive financial management, human capital
management, healthcare, asset and work
management, regulatory compliance and public
safety. Infor solutions increase operational
efficiency, citizen satisfaction, government
accountability, and process transparency and
are transforming how governments provide
services to citizens.
Metaformers’ team of solution architects
expertly design high-performance solutions
that provide the maximum return on investment
for your cloud products. We are a proud Oracle
partner and proud to have been a part of the
success of Lexington-Fayette Urban County
Government’s cloud migration.
ISG Public Sector (formerly STA Consulting)
provides independent advice and assistance for
public sector clients across the US. Our ERPrelated services include: Strategic Planning,
Business Case Development, Requirements
Definition, Business Process Mapping, RFP
Development, Evaluation and Selection Support,
Contract Negotiations, Project Management,
Change Management, and IV&V Services.
For more than 100 years, KPMG LLP has
provided professional services to government,
helping state and local governments adapt
to change by working with them to transform
their business models, leverage data,
increase operational efficiencies, and improve
transparency while focusing on their mission.
Whether your agency is tasked with
detecting fraud, protecting taxpayers,
improving compliance or maximizing revenue,
LexisNexis® can help your agency securely
combine in-agency data with identity and
business data repositories to help you close the
tax gap. Our suite of solutions, bundled with
advanced analytics, also empowers your agency
to derive insightful, actionable and knowledgebased decisions.
Nottingham Company, founded in 1989, is
an administration firm providing accounting,
fund administration, transfer agent, unitization,
reporting, monitoring and record keeping
services. We partner with state and local
government to customize cost-effective
solutions for LGIPs, pension plans, investment
funds and operating accounts.
With more than 420,000 customers—including
100 of the Fortune 100—and with deployments
across a wide variety of industries in more than
145 countries, Oracle offers a comprehensive
and fully integrated stack of cloud applications,
platform services, and engineered systems. For
more information about Oracle (NYSE:ORCL),
visit oracle.com.
As independent and experienced consultants,
Plante Moran partners with clients to offer
unparalleled services. We guide your IT system
selections and manage implementations
to achieve operational excellence. We offer
security and IT advisory services to help you
manage risks, identify efficiencies, while
reducing cost. Let us be your trusted advisor.
RSM helps government entities improve
performance through a comprehensive
understanding of their assurance needs,
business models, technology requirements,
internal processes and daily realities. RSM US
LLP (formerly McGladrey LLP) is a provider of
audit, tax and consulting services, with 9,000
people in 86 offices nationwide. For more
information, visit rsmus.com/publicsector.
SAP is one of the world’s leading providers of
business-software solutions. With help from
the SAP for Public Sector solution portfolio,
which includes analytics, mobile, and cloud
technologies, government finance professionals
can provide the utmost safety, security, and
accessibility through always-on access and the
latest technology innovations from SAP. www.
sap.com/state-local
S&P Global Ratings, a division of S&P Global
Inc. (NYSE: SPGI), is the world’s leading provider
of credit ratings. With more than 1 million credit
ratings outstanding on government, corporate,
financial sector and structured finance entities
and securities, we offer a unique combination of
broad perspective and local insight. Learn more
at spglobal.com/ratings.
U.S. Bank wants to be your financial partner.
Our industry-leading metrics and stability
ensure that we’ll be here for you. Your
relationship manager works closely with you
to provide the products and services that best
meet your needs and improve your overall
efficiency and effectiveness – helping your
institution succeed and grow.
Wells Fargo’s Government Banking division
provides commercial banking solutions for state
and local governments and related entities.
With nearly 2500 government relationships,
our national team of Government Banking
relationship managers understands the unique
challenges these institutions face and the
products and services that can help overcome
those challenges.
Workiva (NYSE:WK) created Wdesk, a cloudbased productivity platform for enterprises to
collect, link, report, and analyze business data
with control and accountability. Thousands of
organizations, including over 65% of the 500
largest U.S. corporations by total revenue, use
Wdesk. For more information, visit workiva.com.
25
26
S P E A K E R
B I O S
MATHEW ANDERSON is a
principal of specialized advisory
services with CliftonLarsonAllen
LLP. He has over 18 years of
experience in data analytics,
complex financial and accounting
analysis, accounting reconstruction, forensic
accounting, valuation, financial consulting and
financial statement assurance. He has extensive
industry experience in health care, technology and
telecommunications. Matt has provided financial
and accounting advisory services to attorneys,
corporations, non-profits and government entities.
ERIC S. BERMAN has over 25
years of governmental accounting
and auditing experience and is
a partner with Eide Bailly LLP.
Previous to Eide Bailly LLP, he was
a quality control principal with a
public accounting firm in California. His public sector
experience includes being a deputy comptroller for the
commonwealth of Massachusetts from 1999 to 2010,
and the chief financial officer of the Massachusetts
Water Pollution Abatement Trust from 1994 to 1999.
primarily responsible for monitoring GASB, FASB,
AICPA, OMB, and GAO accounting, auditing, and
compliance standards relating to financial statement
and financial-related audits. He reviews financial
statement audits for adherence to the above
principles and standards, as well as to AICPA auditing
standards. He is responsible for responding to all due
process documents of the above standard setters, as
applicable. He serves as a representative of NASACT by
observing and writing an account of the Governmental
Accounting Standards Board meetings.
Eric is a licensed CPA in Massachusetts. He obtained
an M.S. in accountancy from Bentley University.
Mr. Anderson is a graduate of the University of
California at Santa Barbara with a bachelor’s degree in
business/economics with an accounting emphasis.
Eric recently represented the Association of
Government Accountants as the vice chairman of the
Government Accounting Standards Advisory Council
to GASB. He was the previous chair of the Financial
Management Standards Board and currently is
chairman of the AGA’s Audit Committee. He also is a
previous chair of the American Institute of Certified
Public Accountants’ Governmental Performance and
Accountability Committee and is a former member
of the AICPA’s State and Local Government Expert
Panel. He was recently named to the GASB’s task force
reexamining the financial reporting model for state and
local governments.
He is a member of the AICPA’s Auditing Standards
Board and its Audit Issues Task Force. He served
as a member of the Government Finance Officers
Association’s Committee on Accounting, Auditing, and
Financial Reporting and serves on the Special Review
Committee for its certificate of achievement program.
Mr. Anderson is a certified public accountant, licensed
to practice in the state of Colorado; has received the
certified in financial forensics credential from the
AICPA; is a certified fraud examiner by the Association
of Certified Fraud Examiners; and is an accredited
senior appraiser by the American Society of Appraisers.
DAVID R. BEAN is the director of
research and technical activities
for the Governmental Accounting
Standards Board. He assigns
and provides oversight to the
GASB’s research, technical, and
administrative activities.
Prior to joining the GASB in 1990, David worked in
public accounting and government. He also has
served as deputy chairman of the International
Public Sector Accounting Standards Board (IPSASB)
and currently serves on the IPSASB Nonexchange
Transactions task-based group. He was the lead
author on the 1988 Governmental Accounting,
Auditing and Financial Reporting and was the founder
of the GAAFR Review. He was the last director of
the National Council on Governmental Accounting
before the formation of the GASB in 1984. David
is a member of the Government Finance Officers
Association, the Connecticut and Illinois Government
Finance Officers Associations, the American Institute
of Certified Public Accountants, the Illinois CPA
Society, the Association of Government Accountants,
the National Federation of Municipal Analysts, and
the Municipal Analysts Group of New York.
JOHN BRANSTRATOR is a
director in the SAP Global Sales
organization. He has responsibility
for developing and delivering
programs, courses and materials
that enable SAP technical sales
professionals to excel and distinguish themselves in
their customer engagements. He works throughout all
regions to help accelerate the transformation of sales
as an organization and as a thought leader. He also
runs the SAP Presales Leader Academy which is an
intense two week experience where attendees learn
the latest techniques, share their best practices, and
connect on a global level.
GERRY BOAZ has been with
the Tennessee Comptroller of
the Treasury, Division of State
Audit, since January 1995. He
is a certified public accountant
and a certified government
financial manager. As the technical manager, he is
He has a B.A. degree in accounting with a German
minor from Murray State University in Murray, KY.
JAVI BORGES has more than 17
years of experience serving EY
clients. In 2016, Javi joined EY’s
Tax Government & Public Sector
practice where he leads the U.S.
state & local government focus.
Javi has experience assisting state governments
with tax related matters including helping meet the
challenges of the Affordable Care Act.
Javi is part of EY’s Global Government & Public Sector
leadership group and leads the firm’s U.S. state and
local government network. In this role, Javi interacts
with our federal, state and local government account
teams to understand the latest issues affecting the
sector and how EY can bring leading insights and
solutions to governments.
He proudly serves on the firm’s Latino Professional
Network Steering Committee helping lead EY’s
commitment to diversity and inclusiveness.
He began his career at EY in the Global Health
Sciences sector group in New York City, analyzing
industry trends affecting EY clients in the provider,
payer, biotech, and pharmaceutical sectors. He
also served several leading organizations in Florida,
including Royal Caribbean Cruises Ltd., Ryder System
Inc., Burger King Corporation, PBS & J and Perry Ellis
International.
27
Built-for-government
ERP and collections
CGI delivers economies of scale and flexibility to help government
reduce cost, increase agility and drive innovation in their ERP
and collections programs. Our unique strategy supports
government’s current and future needs for deployment
options and provider accountability—giving states the
power to implement the solutions they truly desire.
• Streamline and automate the budget process to
improve efficiency and transparency
• Managed services reduce risk and costs while
improving cost predictability
• Integrated debt collections to increase revenue
while minimizing or even eliminating upfront
investment
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of the last 8 states
to move forward
with ERP
modernization
chose CGI
$4B+
in additional
state revenues
certified from using
CGI solutions
28
GILA J. BRONNER is president
and CEO of Bronner Group, LLC, a
woman-owned, multi-disciplined
professional services company that
delivers comprehensive strategy,
transformation and accountability
consulting services to state and local governments,
federal agencies and government-related organizations.
Ms. Bronner is highly respected by government
lawmakers and regulators as an expert on auditor
independence and related accountability and internal
control issues and is a nationally recognized authority on
government compliance and oversight. She has written
and lectured extensively on the subjects of auditor
independence, government efficiency and reform, grants
management and government accountability. She is also
a recognized thought leader on public sector governance
and compliance matters associated with the Digital
Accountability and Transparency Act.
In 2016, Ms. Bronner began a five-year term as a member
of the Federal Accounting Standards Advisory Board. She
was also selected as an initial member of the National
Aeronautics and Space Administration’s Advisory Council
Financial Audit Committee and serves on the Board of
Advisors for the Data Coalition, the only trade association
that advocates data reform for the U.S. government.
At the state level, Ms. Bronner has consulted to
numerous state governments across multiple disciplines.
Additionally, she has provided pro-bono assistance
through service on state boards and commissions.
Over her 30-plus year career, Ms. Bronner has been
an active national leader in the public accounting
profession. She was a member of the board of directors
of the American Institute of Certified Public Accountants.
She is also a member of the Illinois CPA Society, where
she served in numerous leadership roles.
Ms. Bronner received her bachelor of science degree
in accounting from the University of Illinois. She is a
member of the University of Illinois, College of Business
Administration Alumni Leadership Academy and its
Accounting Advisory Committee.
Ms. Bronner is a licensed certified public accountant
in Illinois, Indiana, California, Georgia, Massachusetts
and New York. Her application to be a licensed CPA in
Pennsylvania is pending.
SUZANNE M. BUMP, the twentyfifth auditor of the commonwealth
of Massachusetts and the first
female to serve in this role in the
state’s history, was sworn into office in January 2011.
Upon taking office, Auditor Bump championed the
development and utilization of advanced data analytics
capabilities and the expanded the use of technology
throughout the agency to identify waste, fraud and abuse.
Bump and her office have received national recognition
for their work. In 2016, the OSA received an NSAA
Excellence in Accountability Award for an audit that
identified record waste in MassHealth. The OSA was
also the first organization, rather than an individual,
to receive the prestigious Einhorn-Gary Award from
the Association of Government Accountants for major
contributions to advancing government accountability.
In 2016, Bump was also appointed to serve on the U.S.
Government Accountability Office’s Domestic Working
Group to advise the Comptroller General.
Prior to her election, Auditor Bump served in former
Massachusetts Governor Deval Patrick’s cabinet as
secretary of Labor and Workforce Development and
represented the town of Braintree for eight years in
the Massachusetts House of Representatives. In the
private sector, she worked as a business advocate, legal
counsel, and has sat on the boards of numerous nonprofit organizations including the South Shore Chamber
of Commerce and St. Francis House.
O PTIMIZING G OVERNMENT
Since 1987, BRONNER has delivered comprehensive, effective, and actionable solutions bringing
STRATEGY, TRANSFORMATION, and ACCOUNTABILITY to its clients.
Find out more at www.bronnergroup.com.
120 North LaSalle Street, Suite 1300, Chicago, IL 60602-2415 | T: 312.759.5101 | F: 312.759.5110 | www.bronnergroup.com
Chicago . Atlanta . Albany . Boston . Ft. Lauderdale . Indianapolis . Los Angeles . New York . Philadelphia . Washington DC
29
Auditor Bump currently chairs the Municipal Finance
Oversight Board, serves on the board of the Public
Employee Retirement Administration Commission,
the Massachusetts Teachers’ Retirement System, the
Executive Committee of the National State Auditors
Association, and is a past president of the Association of
Governmental Accounting’s Boston Chapter.
Auditor Bump is a graduate of Boston College and
Suffolk University School of Law.
DOUG CASH has more than
27 years of law enforcement
experience, with an emphasis on
white collar crime. He conducts
fraud-related investigations, which
include embezzlement, money
laundering, identity theft and theft by misrepresentation.
Doug has completed courses in the Reid, Cognitive and
Kinesic disciplines of interviewing and teaches classes
on identifying deception in individuals.
As a retired law enforcement officer, Doug has
well-rounded professional experience resolving fraud
issues. He has conducted more than 200 presentations
on the importance of forensic accounting, which
included teaching a three-day advanced interview
and interrogation class for the Arizona Police Officer
Standards and Training and the need for professional
interviewers for such organizations as the Nevada
Judicial Conference, National Council of Juvenile
and Family Court Judges, North Dakota Association
of Justice, state of Arizona, Arizona State University,
University of Denver, Colorado Mesa University and
Colorado State University. Doug has published several
fraud-related articles and has been hired as an expert
witness on fraud-related matters.
When he’s not helping clients, Doug enjoys traveling and
golfing as often as possible.
CYNTHIA CASKEY is a tax fraud
analyst manager who is motivated
by the social good and fairness that
comes from identifying tax noncompliance and fraud. After 28 years
in the profession, she has come to
realize that ethics and honesty are core characteristics
needed for societies to function. At LexisNexis Risk
Solutions Caskey applies data warehouse and analytics
expertise to help government agencies paint a fuller
picture of what their taxpayer base looks like, and
where suspicious activity may be occurring so that they
can stop the revenue drain. She builds data-driven
solutions to fix the problems of people and businesses
misreporting, under-reporting, or non-reporting on their
tax compliance obligations.
Prior to LexisNexis, Cynthia managed the New Jersey
Division of Taxation’s Data Warehouse (TDW) Branch.
As assistant chief of the branch, she helped the state
generate more than $580 million in additional revenues,
stopped more than $15 million in fraudulent refunds, and
helped build an analytics platform for preventing identity
refund fraud. The New Jersey TDW Branch continues to
utilize the data warehouse to generate revenue, increase
compliance and reduce fraud.
Caskey graduated from Rider University with a bachelor
of science degree in commerce-accounting. She
is a certified internal auditor and a member of the
Association of Certified Fraud Examiners.
CYNTHIA I. CLOUD is the elected
state auditor of Wyoming. The state
auditor is a constitutional officer
elected for a four-year term by the
general electorate of Wyoming.
The duties of the state auditor
include being the chief accountant and payroll officer
Happy
Birthday
Indiana!
Congratulations to the State of
Indiana on 200 years of history.
KPMG is proud to be
serving Indiana business and
governments for 95 years.
kpmg.com
© 2016 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network
of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a
Swiss entity. All rights reserved. Printed in the U.S.A. The KPMG name and logo are registered trademarks
or trademarks of KPMG International. NDPPS 592450
30
Tackle today
Rethink tomorrow
The desire for stronger, smarter, more efficient government isn’t new. What is new?
Transformative technologies, like cloud and analytics. While the possibilities are almost
unlimited, your budgets aren’t. As a state financial manager you play a critical role in
prioritizing solutions that deliver measurable results today while laying the groundwork
for future transformation. Deloitte’s solutions offer data-driven tools and a disciplined
approach to help you do just that. Spend time and taxpayer dollars wisely.
Discover more at www.deloitte.com/us/state
31
1,200 state and
local governments
trust Infor with their
software needs
Purpose-built for the Public Sector
Infor® Public Sector delivers a comprehensive suite of integrated, specific solutions
that drive financial management, human capital management, asset and work management,
regulatory compliance, public safety, and healthcare information exchange. Infor solutions
increase operational efficiency, citizen satisfaction, government accountability, and process
transparency and are transforming how governments provide services to citizens.
infor.com/publicsector
Copyright 2016 © Infor. www.infor.com. All rights reserved.
32
for state agencies. The auditor is also responsible for
the preparation of the comprehensive annual financial
report on the fiscal affairs of the state. Cynthia was
elected in November 2010 to serve as Wyoming’s
twentieth state auditor and reelected in 2014 to
her second term. She is the first certified public
accountant to serve as state auditor.
Cynthia serves as a member of the Board of Land
Commissioners, the State Loan and Investment
Board, the State Board of Deposits, the State Building
Commission, and the State Canvassing Board. She is
also a member of the Executive Committee of NASC,
a member of NASACT, a member of the Government
Finance Officers Association and a member of the
Wyoming State Board of Certified Public Accountants.
Cynthia has over 16 years in public accounting and is a
successful business owner. She graduated magna cum
laude from the University of Alabama in 1991 with a
bachelor of science degree in accounting.
AARON CORNFELD is the group
vice president, Sales Engineering
for North America Public Sector,
Higher Education, and Healthcare.
In this capacity, he oversees Oracle
sales engineers for Oracle’s applications, technology,
cybersecurity, engineered systems and cloud products
and is responsible for developing cross-domain solutions
which maximize the value customers receive from Oracle
products while keeping them secure. The product and
industry experts on his staff help organizations secure
and utilize their information by designing and building
comprehensive information management, processing,
and security solutions. Mr. Cornfeld has also actively
participated in the integration of acquisitions into the
engineering organization, assisting with technology and
organizational design.
Prior to joining Oracle, Mr. Cornfeld spent 10 years with
AT&T where he led teams operating Oracle solutions in
a hosted and cloud environment. At AT&T, Mr. Cornfeld
was in charge of hosted solutions for over 180 customers
running the Oracle stack, including applications,
middleware, database, virtualization and hardware. Mr.
Cornfeld has worked with many customers in the Oracle
space, bringing a wealth of knowledge and practical
experience in data center & cloud solutions, including
hardware systems and networking (Sun, HP, EMC, Cisco) as
well as enterprise architecture and software solutions.
DOUG COTNOIR is the state
controller for the state of Maine.
Doug began his career with state
government in 1984. In more
than 30 years of service to the
state of Maine, Doug has worked
in agency financial management, statewide auditing
and financial reporting for five agencies. He holds
a bachelor’s degree from the University of Maine at
Augusta, and professional designations as certified
public accountant and certified internal auditor. He
is a member of NASACT, Association of Government
Accountants, and the Institute of Internal Auditors.
JAMES R. DALKIN is a director
in the Financial Management
and Assurance Team with the
U.S. Government Accountability
Office. He serves as a member
of the International Auditing and
Assurance Board Consultative Advisory Group. He is an
observer on the COSO Advisory Board.
Mr. Dalkin has responsibility for directing GAO’s work
to develop and maintain government auditing standards
(the Yellow Book); internal control standards for the
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33
federal government (the Green Book); and, GAO’s
work with the accounting and auditing profession. He
is also responsible for the audits of the Securities
Exchange Commission and the Federal Deposit Insurance
Corporation.
unique attributes. In this capacity, Dan assists clients
to evaluate operating costs for changing business
environments, forecast tax implications of capital and
headcount expansions and negotiate discretionary
incentives agreements.
Mr. Dalkin is a frequent speaker at national auditing
conferences for AICPA and other professional organizations.
He has also authored articles for publications including the
Journal of Accountancy. Mr. Dalkin serves as an adjunct
professor at Georgetown University.
Dan is also EY’s Michigan subject matter specialist
pertaining to Michigan’s economic development
programs and has worked extensively to assist clients
transition and adapt MEGA tax credits and other
incentives through the single business tax, Michigan
business tax and corporate income tax regimes. In
addition, he also coordinates global incentives for
several companies providing comprehensive incentives
services worldwide.
DAN DOMENICUCCI, a tax partner
in Ernst & Young’s Indirect Tax
Services Practice, resides in the
Detroit office. With over 18 years of
indirect tax experience, Dan leads
the Michigan/Toledo Indirect Tax
practices (formerly known as State & Local Tax).
In his role, Dan works with clients consulting them on
various incentives programs, globally advising them with
site selection analyses and securing business incentives
for proposed expansion plans in a variety of states and
countries. He also has extensive knowledge working
with large scale capital investments and planning
and also with corporate plans that involve complex or
Dan holds a B.S. in business administration from the
University of Michigan and is a certified public accountant
licensed in the state of Michigan. In addition, Dan is also a
member of the American Institute Society of CPA’s and the
Michigan Association of Certified Public Accountants.
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34
CHRISTINA DORFHUBER is a
principal with Deloitte Consulting,
one of the largest consulting
service companies in the world.
She currently leads Deloitte’s U.S.
National State and Local Public Sector CXO Services
practice. Christina has been consulting in the public
sector for over 20 years prior to working for both federal
and state government.
Christina joined Deloitte in 1996 focusing on major
government transformation, reform and efficiency
efforts that included significant process and system
change. Some of her most notable clients include
EMPOWER Kentucky; the states of Michigan, Wisconsin,
Florida, New York and Ohio; and the commonwealth of
Pennsylvania, where she has provided business advisory
and strategic consulting services focused on improving
government and services to key constituents.
In her role as the national public sector CXO services
lead, Christina is actively involved in developing
the firm’s capabilities and expertise in government
cost reduction, customer relationship management,
revenue growth, government enterprise reengineering,
integration, financial and administrative systems, and
leadership innovation. She has presented numerous
talks and papers on these topics and has authored
several papers on government reform, cost and revenue
optimization in a state government environment.
Christina holds a M.P.P. from Harvard University’s
Kennedy School of Government.
RICHARD ECKSTROM has been
the South Carolina state comptroller
general since 2003. Previously, he
served a term as South Carolina
state treasurer after working many
years for an international accounting
firm as a practicing CPA. Mr. Eckstrom pioneered online
government spending transparency in South Carolina,
and he continues to expand the public’s access to
information through his office’s website. After serving
in the military, he earned an M.B.A. and a master of
accountancy from the University of South Carolina; and
he continues to serve his fellow citizens in uniform as
commander of the South Carolina State Guard.
RON ELVING is senior editor and
correspondent on the Washington
Desk for NPR News, where he is
frequently heard as a news analyst
and writes regularly for npr.org.
He is a rotating panelist on the
NPR Politics Podcast, currently a Top Ten hit on iTunes
podcasts. He was also featured on the original “It’s All
Politics” podcast, where he was heard with Ken Rudin
from 2006 to 2013.
Prior to coming to NPR in 1999, Ron was the political
editor for USA Today and for Congressional Quarterly.
He has been a Distinguished Visiting Professional in
Residence at American University, where he is now an
adjunct professor and has been honored as Outstanding
Teacher of the Year for adjunct faculty.
Ron came to Washington in 1984 as a Congressional
Fellow with the American Political Science Association
and worked for two years as a staff member in the House
and Senate.
He received his bachelor’s degree from Stanford
University and master’s degrees from the University of
Chicago and the University of California – Berkeley.
MARY FOELSTER is a director at
the American Institute of Certified
Public Accountants in Washington,
D.C., where her primary responsibility
is to address governmental auditing
and accounting matters, including
compliance audits. She oversees the AICPA’s Governmental
Audit Quality Center (GAQC) and its related Executive
Committee. Additionally, Mary oversees the AICPA’s
ongoing activities to enhance the quality of single audits
and other similar compliance audits.
Mary is also responsible for the AICPA’s governmental
accounting efforts, including the AICPA State and Local
Government Expert Panel and AICPA interactions with the
Governmental Accounting Standards Board, which involve
commenting on GASB due process documents.
Mary and her team are significantly involved with the
development, issuance and annual update process for
the Audit and Accounting Guide, Audits of State and Local
Governments, and the AICPA audit guide, Government
Auditing Standards and Single Audits.
In addition to managing the activities of the GAQC and
various technical projects, Mary is also responsible
for monitoring and analyzing federal regulatory
and legislative developments affecting auditing or
accounting in a governmental or compliance audit
environment. Prior to joining the AICPA staff in 1993, she
was in public accounting practice for six years.
Mary is a graduate of the University of Maryland and is a
certified public accountant.
NATHAN FREY is managing partner
of the Information Services Group
(ISG) public sector practice. He
specializes in information technology
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project management, project oversight, and assisting
public sector organizations in the acquisition and
implementation of new IT systems. Nathan’s experience
includes over 20 years of service to state and local
governments in such diverse areas as financial and
compliance auditing, activity-based costing, process
improvement services, internal control reviews, project
management and consulting. He also has a thorough
knowledge of public sector financial management, human
resources management and payroll administration.
Nathan was a founding partner of STA Consulting, which
was acquired by ISG in 2011. He has previously served
as a manager in a Big 5 accounting firm, a financial
manager in Texas state government, and as project
manager for governmental and commercial enterprise
resource planning implementations. Nathan has worked
on numerous public sector ERP projects, including
statewide administrative systems projects for the
states of Arizona, Florida, Idaho, Kentucky, Minnesota,
Mississippi, Texas, Virginia and Wisconsin.
Nathan is a graduate of Louisiana Tech University where
he earned a bachelor of science degree in accounting. He
also earned a master of business administration degree in
finance from Baylor University. Nathan is a certified project
management professional and a CPA in the state of Texas.
LAURA GLENN is responsible for
managing the two local government
investment pools for the state of
Georgia. Georgia Fund 1 is a stable
net asset value fund with over $14
billion in assets; Georgia Extended
Asset Pool is a variable NAV short-term bond fund with
approximately $225 million in assets. Prior to joining
the state of Georgia, Ms. Glenn worked as a portfolio
manager for SunTrust Banks. In 2002, Ms. Glenn was
awarded a CFA charter by the CFA Institute. Ms. Glenn
served as president of the Government Investment
Officers Association from 2009-2013 and currently
serves as a member-at-large. Ms. Glenn is a graduate
of Auburn University where she earned a bachelor of
science in accounting.
IAN GREEN is a senior auditor
with the Oregon Audits Division.
During his tenure, he has conducted
performance audits of some of
the largest state agencies. Audits
include Department of Corrections
Overtime, Human Services Caseload Forecasting,
University System Payroll Fraud, Temporary Assistance
for Needy Families (Welfare), and Oregon Department
of Fish and Wildlife. Before auditing, Ian conducted
economic research at the Oregon Employment
Department and has worked on a range of private
consulting projects. He received a bachelor’s and
master’s degree in economics from Portland State
University. Ian is the board president for the Salem
IIA and is actively involved in the Department of
Administrative Service’s Economic Advisory Committee.
Ian is a certified government auditing professional.
KYLE HALL joined Socrata last year
after four years with the city of Los
Angeles. In his previous role, he
managed the city’s first financial
transparency portal, ControlPanel
LA, since its inception in 2013. In Los
Angeles, Kyle focused on using the Socrata platform to give
citizens direct and granular information about how their tax
dollars are being spent, to reform outdated processes and to
create operational efficiencies through improved use of data.
In the two years after partnering with Socrata, the city of
Los Angeles went from last to first on the USA Open Data
Census and was recognized as the nation’s #1 Digital
Large City by the eRepublic Foundation. Kyle’s former
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boss, Los Angeles City Controller Ron Galperin, was
named one of Government Technology Magazine’s Top 25
Doers, Dreamers and Drivers for 2015. At Socrata, Kyle is
the product owner for Socrata’s public safety and public
finance solution suites, working with more than 1,300
agencies across the country to make financial and law
enforcement data accessible and available to the public
and internal stakeholders.
JOHN HICKS is the executive
director of the National Association
of State Budget Officers in
Washington, D.C. He joined NASBO
in April, 2016.
Prior to coming to NASBO, Hicks
served in Kentucky state government for 32 years,
including 25 years in Kentucky’s Office of State Budget
Director. For the last ten years, he served as the deputy
state budget director. In that position, Hicks oversaw the
budget development and budget execution processes.
Hicks graduated from Murray State University in
Murray, Kentucky, and received his master of public
administration degree from the University of Kentucky’s
Martin School of Public Policy and Administration.
from 2007 to 2013, and was NASBO’s president from
2011 to 2012. Hicks is the recipient of NASBO’s 1987
George A. Bell Service award and the 2013 Gloria Timmer
award, which each recognize outstanding contributions
and service to public budgeting and management in
state government.
MICHAEL F. HODGE is a regional
director of public sector sales, U.S.
Bank Payment Solutions/Elavon.
He is a leading expert in the field
of electronic payments collection.
He possesses over 20 years of
experience in this field. More specifically, he specializes
in client consultation regarding, processing methods,
technology and regulatory matters. Michael attended
Drake University with an emphasis on economics and
finance. When Michael’s not working, he can be found in
the kitchen cooking and absorbing political news (he is a
bit of a news junkie).
As a past member of NASBO, Hicks served on the
association’s Executive Committee (board of directors)
TRISH HOLLIDAY serves as
assistant commissioner and chief
learning officer (CLO) on the
executive team for the Tennessee
Department of Human Resources. She provides state
appointing authorities with executive coaching, in
workforce planning and development. Trish drives
the overall curriculum focus and development of the
statewide leadership programs: LEAD Tennessee,
Tennessee Government Executive Institute, Tennessee
Government Management Institute, Tennessee
Government Leadership Council, and the HR Master
Series, aligning them with the state’s vision for
workforce development. Trish builds relationships
with internal and external stakeholders by networking
with universities/colleges, national and local industry
associations, government entities and non-profit
organizations.
Trish is passionate about public service and the
opportunity to create learning environments that are
engaging, experiential and applicable for the participants.
She is a relationship builder and people leader, with over
25 years of experience in talent development, executive
coaching, curriculum design, and program management.
She specializes in leadership creating and sustaining
partnerships and workforce development within all levels
of an organization. As an adult learning educator, Trish
strives to create development opportunities that stretch
and push adult learners to look at new perspectives,
broader view points and diverse thoughts. She promotes
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the philosophy it is important to “grow your own” and
“strive to continually improve in all you do to become more
effective and efficient.”
Trish is an alumna of the Tennessee Government
Management Institute and the Tennessee Government
Executive Institute from the University of Tennessee,
Institute for Public Service, and of the MT/SHRM
Leadership Development Program. She is certified both
as a senior professional in human resources and in the
Korn/Ferry International Lominger Leadership Architect
Suite. She is a trained facilitator for LEAN Government.
Trish is proud to be a graduate of the 2012 class of the
Tennessee Bureau of Investigation Citizens’ Academy and
the Department of Safety’s THP Citizens’ Academy.
HUDSON HOLLISTER is the
founder and executive director of
the Data Transparency Coalition. The
coalition is a trade association of
technology companies, nonprofits,
and individuals supporting the
publication of government data in machine-readable
formats. The coalition supports reforms such as the
Digital Accountability and Transparency Act, or DATA
Act, to transform U.S. federal spending information
from disconnected documents into open data. Prior to
founding the Data Transparency Coalition, he served as
counsel to the Committee on Oversight and Government
Reform of the U.S. House of Representatives and as an
attorney fellow in the Office of Interactive Disclosure at
the U.S. Securities and Exchange Commission. Before
his government service, he was a securities litigator at
Latham & Watkins LLP.
MARK HOWARD is the global
lead for Accenture’s Public
Administration/Regulatory
Industry Group. His team focuses
on helping clients implement
leading practices, systems and
organizational designs in government administrative and
regulatory agencies. He spent four years as Accenture’s
global program director for government finance and
performance management. His clients in the U.S. include
cities, counties, states, special districts, universities
and federal agencies. Overseas, he has worked with
the French Ministry of Finance and several United
Nations agencies. He helped develop and lead with Bill
Kilmartin Accenture’s participation in the performance
benchmarking program of NASACT.
Prior to joining Accenture, Mark spent 10 years in
city management in various roles with cities in Texas,
Colorado and Wisconsin. He has a master’s in public
affairs from the LBJ School of Public Affairs at the
University of Texas-Austin and a bachelor of arts in
history from Northwestern University.
JUNE W. JENNINGS, inspector
general of the commonwealth of
Virginia, has more than 30 years
of experience in overseeing and
conducting audits and investigations
of state agencies. She previously
served as the deputy state inspector general and played
an instrumental role in establishing the new agency.
Prior to joining the Office of the State Inspector General,
Ms. Jennings was inspector general for the Virginia
Department of Corrections, where she oversaw internal
audits of agency operations and internal investigations
of agency operations, employees and offenders. Prior
to the Virginia Department of Corrections, Ms. Jennings
was a senior auditor for the Auditor of Public Accounts
where she worked on numerous state agency audits.
Ms. Jennings received her bachelor’s degree in
accounting from Radford University, and is a certified
public accountant and a certified inspector general.
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She is a member of the Virginia Association of Chiefs
of Police, the American Institute of Certified Public
Accountants, the Institute of Internal Auditors, and the
Association of Inspectors General where she currently
serves on the board of directors.
PAUL JOYCE was appointed state
examiner for the Indiana State
Board of Accounts by Governor Mike
Pence. Paul’s appointment as state
examiner is through December 31,
2017.
As state examiner, Paul coordinates and manages the audits
and examinations of over 4,100 state and local governmental
entities in Indiana. He has over 26 years of experience with
an extensive background in public service and auditing. He
advocates accountability and transparency in government
and believes that public service is an obligation and an
opportunity for us to work together to make our government
more transparent and accountable.
A certified public accountant and a certified fraud
examiner, Paul’s career with the Board of Accounts
began in 1990 as an intern. For the eight years prior
to becoming state examiner, Paul held the position of
deputy state examiner. Prior to that he served many
years in the field as a field examiner performing local
government audits and investigations. He served
honorably in the US Navy from 1984 through 1988.
Paul interacts on a regular basis with members
from the governor’s office, the legislature, Office of
Management and Budget, citizens, local government
officials, the inspector general, local state and federal
law enforcement agencies, the U.S. Attorney’s Office and
various county prosecutors in cases involving theft and
fraud. He actively participates as a member of the U.S.
Attorney’s Public Integrity Working Group. The working
group is a unique collaborative environment established
to allow for greater cooperation between agencies
and is designed to facilitate faster, more effective
investigations into any allegation of public corruption.
Throughout his career, Paul has given presentations on
fraud prevention to various government associations,
the Midwest Intergovernmental Audit Forum and the Law
Enforcement Conference hosted by the U.S. Attorney’s
Office.
DANIEL KEENE has over 25 years
of experience in the state and local
government solutions market. He
has held executive positions with
Deloitte Consulting, CGI, and American Management
Systems. He plays an active role in national associations
including NASACT, National Association of State
Comptrollers, and the National Association of State
Budget Officers.
Daniel has a diversified leadership background
encompassing all aspects of professional services
consulting practices including sales, managed services,
delivery, global product development and marketing,
and account management. Daniel is currently senior vice
president of CGI’s State and Local Government Solutions
Practice where he is responsible for marketing and sales,
consulting services delivery, and product development.
Mr. Keene earned a bachelor of science from Illinois
State University.
WILLIAM (BILL) J. KELLEY is
a senior advisor with ACL. He
is a leader in the cutting-edge
field of forensic auditing with a
distinguished career in military and
government service. A multifaceted,
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operations, Kelley has a diverse background, having
owned his own small business, worked for Deloitte &
Touche LLP, and served in the U.S. Army. He is a highly
respected speaker and trainer on forensic auditing.
Kelley has a B.B.A. in accounting from the University
of Texas, El Paso. He is a certified information systems
auditor and a certified information security manager. He
is an active member of the Association of Government
Accountants and the Association of Military Comptrollers.
LYNNETTE KELLY is executive
director of the Municipal Securities
Rulemaking Board. Ms. Kelly
leads the day-to-day management
of the MSRB, a self-regulatory
organization whose mission is to
protect investors, state and local governments and other
municipal entities, and the public interest by promoting
a fair and efficient municipal securities market.
the official repository for information on all municipal
bonds. The MSRB also serves as an objective resource on
the municipal market, conducts extensive education and
outreach to market stakeholders, and provides market
leadership on key issues.
Ms. Kelly graduated from the University of Nebraska and
Tulane University School of Law. She is an accredited
National Association of Corporate Directors Board
Leadership Fellow.
Ms. Kelly joined the MSRB in 2007 and oversaw the
expansion of the MSRB as a result of the Dodd-Frank
Wall Street Reform and Consumer Protection Act of
2010. The Dodd-Frank Act expanded the MSRB’s mission
to include the protection of municipal entities and
obligated persons, in addition to investors. It also gave
the MSRB rulemaking authority over municipal advisors,
in addition to municipal securities dealers. At the
MSRB, Ms. Kelly has managed the development of new
and amended rules consistent with the organization’s
mission, led the launch of the EMMA website in 2008
and has continued to champion its expansion to
increase transparency in the municipal market. She
also formalized the MSRB’s approach to education and
outreach activities to all market stakeholders.
ANNA MARIA KIEHL is the deputy
secretary for comptroller operations
and Pennsylvania’s first chief
accounting officer. She is the first
woman appointed to this post as
well as the first chief accounting
officer for the Commonwealth. Ms. Kiehl is responsible
for the day-to-day financial operations and management
of her office and for providing financial leadership for
client agencies.
The MSRB fulfills this mission by regulating the
In 2012, Ms. Kelly received the Municipal Forum of New
municipal securities firms, banks and municipal advisors York’s Public Service Award for her leadership in the
that engage in municipal securities and advisory
municipal market and in 2006, she received the Industry
activities. To further protect market participants,
Contribution Award from the National Federation of
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Anna Maria provides executive leadership and direction
for Comptroller Operations, which is responsible for
ensuring commonwealth financial systems, policy,
processes, and controls meet all legal and business
requirements, professional standard, and governing
legislation.
Anna Maria is a certified public accountant with
35 years of financial management experience. The
responsibilities of her current position include strategic
planning, commonwealth-wide accounting and financial
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reporting, financial management services, development
of enterprise-wide financial policies, support of the
SAP finance, payroll, and travel system, and continuous
process improvements. Her office is responsible for the
preparation of Pennsylvania’s comprehensive annual
financial report and single audit and has been awarded the
Government Finance Officers Association’s Certificate of
Excellence in Financial Reporting for the past 28 years.
From 2007-2009, Anna Maria led Comptroller Operations
through the most significant business transformation
initiative in the history of the office. The finance
transformation initiative consolidated eight offices and
transformed transaction processing within Comptroller
Operations resulting in a $4 million savings in the first
year, a 30 percent reduction in complement, and year
over year savings of approximately $10 million since
the office consolidation in the spring of 2009. Her office
was chosen to receive GFOA’s 2011 E-Government and
Technology Award for Excellence in Government Finance
for the Finance Transformation initiative as a result
of the successful consolidation, standardization, and
on-going process improvements implemented under her
leadership.
She is a member of the American Institute of CPAs,
the GFOA, the Association of Government Accountants,
NASACT and NASC, where she presently serves as the
vice president and has a seat on the NASACT Executive
Committee. She holds a B.S. degree in business
administration from the Pennsylvania State University.
MARNELL KLEYNHANS
is a director in IT Advisory,
Philadelphia, with KPMG. She
has 16 years of experience in the
professional services industry,
which includes ERP assurance
and advisory services, specializing in SAP, Oracle EBS
and Microsoft. Marnell has cross-industry experience
and her international experience includes South Africa,
Netherlands, Kenya, Mauritius, Swaziland, Belgium,
Germany and France.
Marnell assists clients with IT transformation projects,
which includes SAP security, controls integration,
optimization of SAP, and ERP analytics. Through ERP
analytics she assist clients with process improvement,
working capital management, forensics, cost
optimization, internal controls, segregation of duties,
audit support, automation, configuration reviews,
master data management and KPI benchmarking. In
addition, she also has experience in performing IT audits,
information security reviews, general computer control
reviews and third party assurance.
She was a keynote speaker at the Microsoft convention
on working capital analytics using the Cortana Suite.
Her qualifications include B Com (Financial Accounting),
B Com (Honors Internal Audit), CISA, CCSA, CRMA,
CRISC, CCSA and FIIASA.
KRISTOPHER KNIGHT is
the director of the Division of
Accounting for the Delaware
Department of Finance.
Kris joined the Division of
Accounting in February of 2011 from
KPMG, LLP in Philadelphia, a leading U.S. audit, tax, and
advisory services firm, where he worked for eight years.
In his position with KPMG, LLP, as a senior manager,
Kris was responsible for audit engagements of various
clients, including the University of Delaware and the
state of Delaware. Mr. Knight has a bachelor of science
degree in business administration and is a licensed CPA
in Delaware.
As director of the Division of Accounting, Kris oversees
internal controls, payroll compliance and financial
reporting for all Delaware agencies. He provides
leadership and direction in the management of all
financial accounting for the state. Kris works with the
DOA Management Team in three key areas: (1) ensuring
effective controls exist in the daily operations of the
13 modules of Delaware’s ERP system, First State
Financials; (2) managing state compliance with all
payroll laws, rules and regulations; and (3) the release
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42
of timely and accurate state financial data to other state
management and for public reporting.
WILLIAM J. KRESSE, a.k.a.
“Professor Fraud®,” is an
assistant professor at Governors
State University in the Chicago
suburb of University Park, Illinois,
a commissioner with the Chicago
Board of Election Commissioners, and the proprietor
of the website ProfessorFraud.com. An expert in the
areas of fraud and identity theft, Professor Kresse was
previously the director of the Center for the Study of
Fraud and Corruption. Professor Kresse is an attorney,
a certified public accountant / certified in financial
forensics, a certified fraud examiner, a certified forensic
accountant and a global chartered management
accountant.
The Association of Certified Fraud Examiners named
Professor Kresse “Educator of the Year” in 2007, and
he has been named as one of the Top 15 Forensic
Accounting Professors in the U.S., and the #2 Accounting
Professor in North America on Twitter. Professor Kresse
holds a bachelor of business administration degree
(accountancy) from the University of Notre Dame, a
master’s degree in accounting from the University of
Illinois and a juris doctor from the University of Illinois.
Often referred to as “Professor Fraud,” Professor
Kresse has appeared widely in the media. Professor
Kresse has authored or co-authored numerous articles
appearing in such journals as Issues in Accounting
Education, The Journal of Learning in Higher Education,
The International Journal of Learning, The Journal of
Academic Administration in Higher Education, Performance
Improvement Quarterly, Fraud Magazine, Review of
Business Research, Review of Management Innovation and
Creativity and The Police Chief.
Before entering academia, Professor Kresse worked in
the audit and tax divisions of two major international CPA
firms, served as the Law Clerk to the Honorable Abraham
Lincoln Marovitz of the U.S. District Court for the
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Northern District of Illinois, and worked as an associate
attorney for major Chicago law firms.
Professor Kresse is a member of the Board of Directors
of Mercy Hospital and Medical Center in Chicago, and a
member of the audit committee of the College of DuPage
- the largest community college in Illinois. He has also
served as a hearing officer for both the Chicago and
Cook County Boards of Election and as an arbitrator for
the Circuit Court of Cook County. He was also a member
of the Board of Directors of the Association of Certified
Fraud Examiners Foundation.
STEVE LAPPENBUSCH currently
manages identity fraud market
planning and product strategy
for the Government division of
LexisNexis Risk Solutions. At
LexisNexis, Dr. Lappenbusch
has used identity analysis to create solutions
preventing millions in tax fraud, debt evasion,
Medicaid fraud, welfare fraud, and he has recently
advised Congressional committees on identity fraud.
His current focus is on digging up the underground
economy to help the government close the tax gap.
Prior to LexisNexis, Dr. Lappenbusch did research funded
by the National Science Foundation and user research for
IBM and Microsoft.
KIRK LONBOM is the chief
information security officer for the
state of Illinois, leading a statewide
transformative cybersecurity
strategy for the newly established
Illinois Department of Innovation
His Ph.D. is from the University of Washington,
College of Engineering, in human centered design and
engineering, where his dissertation investigated systems
design in high-risk, emerging environments.
KAREN F. LEE is the chief of
the Management Controls and
Assistance Branch in the Office
of Federal Financial Management
at the U.S. Office of Management
and Budget. She and her staff
are responsible for grants management and single
audit policy, asset management, and federal spending
transparency under the Open Government Directive. Prior
to her tenure as chief, Ms. Lee served as the lead analyst
for Open Government, Federal Spending Transparency
and a policy analyst at OMB’s Office of Information and
Regulatory Affairs, overseeing homeland security, labor,
and education regulatory policy. In addition to her public
service, Ms. Lee practiced commercial litigation at
Kirkland & Ellis, LLP, in Washington, D.C.
and Technology.
As the state CISO, Mr. Lonbom is providing leadership
and oversight in the strategic planning, execution, and
assessment of all statewide information and cyber
security strategies, policies, procedures and guiding
practices to be implemented by all state agencies under
the governor.
Mr. Lonbom began his career as a police officer,
ultimately specializing in criminal intelligence focusing
on organized criminal groups and terrorism. Over the
past 15 years, Kirk has served as assistant deputy
director and deputy chief information officer for the
Illinois State Police and chief information officer for the
Illinois Emergency Management Agency.
Ms. Lee received a bachelor of arts from Colgate
University, a master’s in public affairs from the Lyndon
B. Johnson School at the University of Texas at Austin,
and a juris doctor from Georgetown University. She is
licensed to practice law in the District of Columbia and
New York.
DAVID MATUSOFF is an executive
at the intersection of technology
and policy. He has expertise in
public sector, policy, start-ups
and organizational transformation.
In October, 2015 he became the
Government & Institutional Banking
is proud to support the 2016 NASACT
Annual Conference
Mark Jensen, Senior Vice President
[email protected]
602-770-6818
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U.S. Public Finance Ratings
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7/8/16 12:51 PM
U.S. Bank
is proud to sponsor
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43
executive director of the Management and Performance
Hub (MPH) for the state of Indiana. MPH is the leading
organization nationally helping state government
transform through utilizing data, analytics, BI and
consulting to improve efficiencies and effectiveness
and develop data informed decision making to improve
policy outcomes. He joined the MPH team and set out to
change the culture of how state government performs.
By working with state agencies and other partners, MPH
is able to utilize world-class data science and analytics
capabilities to solve problems that many Hoosiers face.
Matusoff developed a transformation plan for MPH to
create a return on investment for MPH by developing new
revenue streams through leveraging the data platform
and driving efficient outcomes for MPH partners.
LINDA S. MILLER joined Grant
Thornton in July 2016. Ms. Miller
was formerly the assistant director
of Forensic Audits and Investigative
Service at the U.S. Government
Accountability Office for ten years.
She led the development of A Framework for Managing
Fraud Risks in Federal Programs from its inception. The
framework is the first-ever guidance for federal program
managers to help them proactively manage their fraud
risks in order to prevent fraud from occurring. Linda’s
efforts with the framework led to the recent passage
of the Fraud Prevention and Data Analytics Act of 2015,
which requires federal agencies to take steps to reduce
fraud and establish better internal controls.
Prior to becoming executive director, he held several
executive roles in technology including president of
Drund, a technology start-up, a principal in Whiteboard,
a technology consulting firm and as a U.S. business
development and sales director for Accenture’s
Public-Service practice. Additionally, he’s held roles as
a lobbyist and consultant for The Ohio Supercomputer
and has been an advocate for improved access to and
utilization of technology in government and education.
In addition to her service at GAO, Miller has been an
adjunct professor at George Washington University’s
Trachtenberg School of Public Policy and Public
Administration since 2013. She was a member of the
U.S. Olympic Women’s Rowing Team during 1996-2000,
competing in the 2000 Sydney Olympic Games.
KIP MEADOWS is the founder,
acting chairman and principal
consultant of Nottingham, focusing
on the formation and efficiencies
of mutual funds, hedge funds,
government and foundation
investment pools. Kip is a lifelong resident of eastern
North Carolina, graduating from Duke University with an
A.B. in economics.
Prior to founding Nottingham in 1986, Kip co-founded
Insured Benefit Design, offering employee benefit and
insurance administration. In 1984, he joined Robinson
Humphrey, an investment advisor screening and
consulting firm. He has been active in Boy Scouts as
an Eagle Scout, cubmaster, scoutmaster, and district
chairman, and served on several council boards.
Kip’s love for Duke has called him to serve as chairman
of the Alumni Admissions Committee, board member of
the Alumni Association, and act as mentor for several
student entrepreneur organizations.
He currently serves as strategic alliance chairman for
the Entrepreneurs Organization Raleigh/Durham chapter
and chairman of the Holy Michael Foundation Investment
Committee for St. Michael’s Episcopal in Raleigh.
Principal avocations include instrument and multiengine
pilot licenses and a lifelong passion for sailing including
four national championships and class presidencies of
three one design classes.
44
D. CLARK PARTRIDGE has served
as the state comptroller for the
state of Arizona since 2002 and
has 26 years of state service. Prior
to joining the state, he worked
in public accounting for Arthur
Andersen & Co. Clark is the secretary of NASACT and is
a past-president NASC and has served on a variety of
NASACT and NASC committees. He also serves as a cochair of the Association of Governmental Accountants’
Partnership for Intergovernmental Management
and Accountability. Clark attended Brigham Young
University on a leadership scholarship, graduating with
a bachelor of science degree in accounting, and is a
CPA and a CGFM.
DAVID NATELSON joined First Data
in October 2014 as vice president of
government solutions. In 2014, he
was responsible for the government
solutions payment products team
which is based in Cincinnati and
has employees there plus in Denver, Chicago, Austin
and Omaha. He also managed the state and local
government/higher education Eastern region sales team.
In 2016, David manages a team of account executives
and sales executives that support state and local
government, transportation, education and utility clients
in the Eastern U.S.
David has 30 years of experience in various industries
including information technology, security, and
manufacturing. David has a long track record, domestic
and international experience.
Prior to First Data, David served as the president of
Nasatka Security, a premier manufacturer in the physical
and electronic security space. Before that he was a
vice president of sales at two startups, one focused
on governance, risk management and compliance for
Fortune 500 and large government SAP, Oracle, and
PeopleSoft clients and one in the aerospace and defense
area. David spent the majority of his career (15 years) at
Oracle Corporation. While at Oracle, his career included
roles in development, Oracle consulting and sales/
sales management; his last role was vice president of
applications sales for the U.S. Public Sector Vertical.
David has a bachelor of science degree in mathematics
and computer science from Vanderbilt University and a
master of science in computer science from The John
Hopkins University. He lives in the Tampa Florida area
and has three sons, ages 17, 21 and 22.
JOHN NICOLA currently leads a
team of specialized sales resources
focused on driving new and existing
third-party relationships with First
Data. His team creates relationships
to help both companies build their
businesses by delivering solutions to meet their joint
clients’ needs. His team also drives the solutioning and
certification processes for these partners to enable the
right First Data solutions. In addition, John’s team also
drives the eCommerce sales performance of First Data’s
distribution systems in the United States as well as
EMEA, LATAM and APAC.
As a decisive and straightforward leader, Nicola has a
proven record of delivering results for his clients and
his company by developing deep relationships with his
team’s clients. He has been involved in the financial
services industry for more than 25 years. Prior to his
current role, John led a team of sales specialists
supporting a multitude of First Data’s payments
acceptance products including TransArmor, TeleCheck
and Government Solutions.
Nicola is a graduate of the University of North Dakota
with a bachelor’s degree in banking and financial
economics. John and his family currently reside in Castle
Rock, Colorado.
SCOTT D. PATTISON serves as
executive director and CEO of the
National Governors Association,
the bipartisan organization of the
nation’s governors.
The group speaks with a collective voice on a wide
range of issues—everything from health and education
to cybersecurity, energy and transportation—and works
to influence the federal government on innovative
ideas that can be implemented nationwide. NGA seeks
innovative solutions to today’s most pressing public
policy challenges, identifying those exciting solutions
happening every day at the state level.
Pattison works with governors to identify and prioritize
issues facing states, identifies challenges and solutions
to those challenges and oversees the day-to-day
operations of the association. He brings a wealth of
pioneering experience in tackling trade issues; financial
and resource planning; and understanding the nuanced
relationship between state and federal governments,
especially in how budgets can be drivers of success in
achieving results. He’s frequently interviewed by news
organizations, including The New York Times, NPR and The
Washington Post, about public policy issues.
Prior to joining NGA, Pattison served for over 14 years
as director of the National Association of State Budget
Officers, supporting governors’ chief financial officers
and budget directors by providing expert analysis to
guide state budget practices and decisions.
He started his career in the federal government at the
U.S. Federal Trade Commission in the late 1980s. At the
FTC, Pattison held roles as attorney-advisor, special
assistant and staff attorney.
Following his tenure at the FTC, Pattison served as the
executive director for the National Consumer Coalition,
where he honed skills in nonprofit management and
developed partnerships with members of Congress.
Pattison also served as state budget director and head of
the Virginia Department of Planning and Budget, as well
as counsel in the office of the Virginia Attorney General.
Pattison understands the crucial role education plays
at all levels of public service. He recently served on
the board of Old Dominion University and is an adjunct
faculty member at the University of Richmond. He
is also a fellow with the National Academy of Public
Administration, serves on the board of the Center for
State and Local Government Excellence and is a former
chair of the Association for Budgeting and Financial
Management.
A Phi Beta Kappa graduate of George Washington
University, Pattison went on to receive his law degree
from the University of Virginia.
ZAC PERRY is an Accenture
executive focusing on analytics,
business intelligence and
performance management. Zac has
16 years of experience with large-
scale technology projects working across multiple
industries but has been dedicated to the state and
local government sector for the last 10 years. Zac is
currently serving as the project lead for the award
winning New York City Citywide Performance Reporting
and DataBridge projects.
GEOFFREY PLANTE is an advisory
managing director in KPMG’s
Albany office, focusing on state
and local government clients
with an emphasis on technology
enablement. Geoff has more than
23 years of experience serving public sector clients,
concentrating on finance, retirement, and administrative
functions. His areas of focus include strategy, program
management, quality assurance, finance transformation,
procurement, and organizational development.
Geoff is a certified public accountant and a certified
project management professional. He has a B.B.A. in
accounting from Siena College.
TERESA S. POLLEY was appointed
president of the Financial
Accounting Foundation in May 2008,
and was subsequently promoted
to the role of president and chief
executive officer in 2010. She brings
over 25 years of experience with FAF and the Financial
Accounting Standards Board to the position.
Prior to her appointment, Ms. Polley served as executive
director of advisory groups for the FASB. In this role,
she was primary liaison between the board and its
constituent organizations that provide input into its
decision-making processes. These include the Financial
Accounting Standards Advisory Council, consisting of
a diverse membership of financial statement users,
preparers, and auditors representing a cross-section
of industries; the Small Business Advisory Committee,
representing more than 20 users, preparers and auditors
from the small business community; and the Investors
Advisory Committee, consisting of investors with strong
technical accounting knowledge.
From 1990 to 1999, Ms. Polley served as controller of the
FAF. As controller, she was responsible for all aspects
of the FAF’s financial operations, including budgets,
financial statement presentations, audits, payroll, tax
reporting and investments.
Ms. Polley joined the FASB in 1987 as a technical
associate. She was instrumental in the administration
and operation of its Emerging Issues Task Force and
in the development of the inaugural edition of EITF
Abstracts, first published in late 1987. Previously, she
was a senior accountant with Arthur Andersen and
Company in its Stamford, Connecticut office.
Ms. Polley earned a B.A. degree, summa cum laude,
in accounting and French from St. Francis College
in Loretto, Pennsylvania. She is a certified public
accountant in the state of Pennsylvania and a member
of the American Institute of Certified Public Accountants
and the Connecticut Society of Certified Public
Accountants.
ROBIN PRUNTY is a managing
director, head of analytics, research
and market education for Standard
& Poor’s Ratings Services – U.S.
Public Finance. In this role, she
represents U.S. Public Finance
in various capacities to discuss the municipal bond
market and S&P’s ratings, research and methodology
to governments, investors, industry associations, media
outlets, and other market participants.
Prior to her current role, Robin was a lead analytical
manager with responsibility for the U.S. states, higher
education, and not-for-profit health care practices
and analytical manager for the U.S. States and Public
Higher Education Group. Robin was also the sector
leader and spokesperson for state credit ratings from
2001-2010 and was part of the analytic team that
followed credit issues relating to pensions and other
post-employment benefits.
Robin has a bachelor of science degree in economics
from Siena College and a master of public administration
from the University at Albany - Rockefeller College of
Public Affairs & Policy. She is on the Board of Governors
of the Municipal Forum of New York and a member of
the Municipal Analysts Group of New York, National
Federation of Municipal Analysts, and Northeast Women
in Public Finance.
PETER C. PULOS is a senior
vice president of treasury
management with Wells Fargo &
Co. (Government and Institutional
Banking).
Pete has the responsibility
of guiding a team of treasury management sales
professionals and complex sales consultants in the
government, non-profit and higher education sectors
throughout the southeast, midwest, mountain midsouth, and western regions of the United States. He
assures a smooth consultative approach in treasury
management product solutions and enhancements.
Pete is also responsible for strategizing product
innovation development for governmental clients.
45
Pete brings over two decades of banking and direct
governmental experience to clients. He previously served
as a treasury services manager with J.P. Morgan Chase in
its governmental and non-profit line of business. Prior to
that, Pete served as a fiscal manager for a “AAA” rated
county in Wisconsin (Waukesha) and as a municipal
treasurer in Wisconsin (Shorewood).
Pete is an active member in the Association for Financial
Professionals and the Government Finance Officers
Association. He is a speaker at national public sector
industry conferences and also teaches a certified
municipal finance professional course at Pepperdine
University. He has received his B.A. in finance from
the University of Wisconsin and is a certified treasury
professional.
JAMIE RALLS has been with the
Secretary of State Audits Division
for 16 years, currently working as
a principal auditor. In her work
experience at the Audits Division,
Jamie has conducted performance,
financial, and IT-related audits. Jamie is certified
through ACL as a data analyst (ACDA) and leads the
data mining function used to identify anomalies in
data, potential fraud, waste, or misuse of state funds,
as well as to identify potential audit topics. Jamie is
a certified fraud examiner and member of the Audits
Division Investigations Team. She is a member of the
Association of Certified Fraud Examiners. As a CFE,
Jamie helps manage the Oregon Government Waste
Hotline and investigates allegations of fraud, waste, and
abuse of state funds. She has assisted Oregon State
Police and local District Attorneys in several fraud cases
that resulted in convictions. Jamie routinely conducts
training in fraud prevention and detection, data mining
and internal controls.
MARK ROBBINS is a senior manager
in EY’s National Indirect Tax Practice
based out of Tampa, Florida. He has
over 10 years of public accounting
experience working primarily in the
areas of state and local and indirect
tax, with a focus on Affordable Care Act services, tax
credits and economic incentives. Mark is responsible for
implementing and managing ACA services for EY clients
across the country in all industries and sectors. Mark also
has experience managing full service employer credits and
incentives engagements, ranging from statutory tax credits
to global incentives solutions.
Mark received his undergraduate degree from the
University of Delaware, earned his M.S. in taxation from
CW Post – Long Island University and is an enrolled agent.
46
CATHILEA ROBINETT is president
of e.Republic, where she oversees
operations for the company’s awardwinning media platforms: Governing,
Government Technology, Public CIO,
and Emergency Management. Cathilea
also oversees e.Republic’s websites, conferences and
events, and its national research and advisory groups:
the Center for Digital Government, the Center for Digital
Education and the Governing Institute.
Cathilea is a frequent speaker for government and
education organizations worldwide, including the United
Nations, Harvard University, the State Legislative Leaders’
Foundation, the National Conference of State Legislatures,
the Council of State Governments, and the World Congress
on Information Technology. She has been quoted frequently
in publications including the Washington Post, the Los
Angeles Times, Forbes and others.
Cathilea is a recipient of NASCIO’s National Technology
Champion Award for her outstanding contributions to
advance public sector information technology innovation.
She is the recent winner of the Gertrude Crain Award
for women’s leadership in the media and is a Greater
Sacramento Business Hall of Fame Laureate.
In 2014 she launched her legacy project, the Women in
Government Leadership Program, an initiative to increase
the number of women elected officials in the state and
local government market.
ADAM ROTH is the founder and CEO
of StreamLink Software, a privately
held company that develops a
grant management software called,
AmpliFund. He formed StreamLink
Software in 2008 in response to
personally encountering a need for greater process
efficiencies during a 15-year career in the nonprofit sector.
Adam works closely with industry and government
officials to facilitate the development of improved
regulatory guidelines for managing grant funding using
standardized data structures, speaking frequently on
the topic to audiences around the country. As a result of
his work, he was honored with the NGMA Impact Award/
Private Sector for exceptional contributions to advancing
the field of grant management.
Adam earned a master of social work and master of
business administration from Case Western Reserve
University’s Mandel School of Applied Social Sciences
and the Weatherhead School of Management,
respectively.
MICHELLE SAGER is a director in
the U.S. Government Accountability
Office’s strategic issues team. Her
current portfolio includes a range
of crosscutting intergovernmental,
regulatory, and budget issues
spanning multiple federal agencies as well as state and
local governments and nonprofit organization recipients
of federal funds. Ms. Sager’s GAO career also includes
experience providing assistance to GAO engagement
teams on qualitative and quantitative research methods,
analysis of international trade commitments, and
reviews of higher education issues.
Her prior experience includes positions as an adjunct
faculty member at Johns Hopkins University’s Institute
for Policy Studies and George Mason University’s School
of Public Policy. Prior to joining GAO, she served as
a research fellow and instructor at George Mason
University’s School of Public Policy and Department of
Public and International Affairs. Ms. Sager’s experience
analyzing public policy issues began while serving as
legislative staff in the Missouri House of Representatives
and continued in the U.S. House of Representatives.
Ms. Sager holds a Ph.D. in public policy and M.A. in
international commerce and policy in addition to a B.A.
in communications and political science.
JAY SCHULMAN leads the RSM
US Great Lakes Security and
Privacy consulting practice. With
over 20 years of experience in the
information security field, he has
led, managed and executed a variety
of security projects, including application security
assessments, architecture reviews, security testing,
regulatory compliance, security governance and risk
management. Jay has worked with many local and state
government entities including toll authorities, public
schools and city, county and state governments. He has
helped secure National Critical Infrastructure as well as
applications processing payments, distributing benefits
and managing health information.
RANA SEN is a director with
Deloitte’s public sector practice.
Besides serving the states of South
Dakota and Massachusetts, he leads
market offering called Infrastructure
Modernization. Within this offering,
a smart cities initiative has been established which is
focused on providing services to cities who intend to use
information and communication technologies to improve
quality of life for citizens, efficiency of urban operation
and services, and economic competitiveness.
Rana has 18+ years of experience leading major
government transformation initiatives across multiple
program areas, including public health, human services,
and finance and administration. He serves state/local
and federal government agencies in the capability areas
of: program management, technology-enabled business
transformation, operational performance improvement,
and e-government. He set up and led Deloitte’s Public
Sector Delivery Center located in Pennsylvania, which
provides software engineering and training support
services to multiple states.
Rana leads the Experienced Hire On-Boarding program
for Deloitte Consulting’s technology practice. He is
also the technology practice champion for Georgetown
University’s McDonough School of Business and Carnegie
Mellon’s Heinz College.
THOMAS SHACK was appointed
the eighteenth comptroller of the
commonwealth of Massachusetts on
May 20, 2015. Created in 1922, the
office is an independent overseer
of the commonwealth’s financial
transactions, accountability and service delivery across
all branches of state government.
Tom originally joined the comptroller’s staff in 2012 as
assistant general counsel and has served in several
senior leadership roles, most recently as deputy
comptroller and chief financial and operating officer.
Prior to joining the Comptroller’s Office, Tom spent
eight years as chief of operations, chief financial officer
and a senior assistant district attorney in the Cape and
Islands District Attorney’s Office. He received his juris
doctorate from New England School of Law in Boston
and holds a B.A. in political science and an M.B.A. in
entrepreneurship and management from The American
University in Washington, D.C.
In the community, Tom lectures extensively on legal,
business and ethics related issues and is a former
editor of the Massachusetts Law Review. He has taught
at Boston University School of Law and is currently
a lecturer-in-law at New England School of Law
teaching business planning and is a long-term judge in
Harvard Law School’s Ames Mock Trial Competition for
appellate advocacy.
D. SCOTT SHOWALTER is a
professor of practice in the
Accounting Department at the Poole
College of Management at North
Carolina University. He has taught
advanced auditing, research and
sustainability courses at the graduate level and auditing
and financial accounting at the undergraduate level.
Scott has been recognized for his teaching excellence by
being awarded the Poole College of Management 2016
Alumni Distinguished Undergraduate Teaching Award, the
University Outstanding Teacher Award in 2014 (inducted
into the Academy of Outstanding Teachers) and the
Department of Accounting Graduate Teaching Award
in 2012. He also received the 2016 Department of
Accounting Research Growth and Innovation Award. In
2015, he received the University Outstanding Extension
Service award and was inducted into the Academy of
Outstanding Faculty Engaged in Extension. He also was
the faculty honoree for the University 2014 Green Brick
Award.
Prior to joining the Poole College of Management,
Scott was an audit partner with KPMG LLP where he
completed his 33-year career in July 2008. Scott served
in numerous leadership roles at KPMG, including serving
as a national instructor for 30 years where he received
outstanding teaching recognition.
Scott is active in the American Accounting Association.
He is one of the founding co-editors of the Auditing
Section’s online journal, Current Issues in Auditing. He
received the AAA Outstanding Service Award in 2009 and
the Auditing Section Distinguished Service in Auditing
Award in 2014.
In 2001, Scott was recognized by Accounting Today
as one of the “Top 100 Most Influential People in
Accounting.” Professionally, Scott is a licensed certified
public accountant in North Carolina, chartered global
management accountant and certified government
financial manager.
He also currently serves as chair of the Federal
Accounting Standards Advisory Board, board member of
the North Carolina Association of CPA’s and member of
two AICPA sustainability task forces. Previously, he was
a member of the Public Company Accounting Oversight
Board Standing Advisory Group and a commissioner of
the Pathways Commission (Phases I and II).
Scott received his B.S.B.A. degree from the University of
Richmond, summa cum laude, in 1975.
ALAN SKELTON is the state
accounting officer (state controller)
for the state of Georgia. In this role,
he is the state’s chief accounting
executive who provides oversight
of the financial reporting process,
issuance of the consolidated financial statements,
issuance of accounting policy and GAAP guidance,
maintenance of general ledger accounts, implementation
of business process improvements, and management of
the state’s enterprise accounting and payroll systems.
Prior to SAO, he was a senior manager at Ernst &
Young where he focused on data analysis, Sarbanes
Oxley, internal control weaknesses, ERP subject matter
expertise, and internal audit. Prior to EY he spent five
years with the Florida Auditor General’s Office.
Mr. Skelton earned a bachelor of science in accounting
and finance from Florida State University and is a
certified public accountant.
KURT A. STEWARD is vice
president, Infor Public Sector,
where he focuses on strategic
market analyses, go-to-market plan
development, product enhancement,
and expansion opportunities. He has
over ten years of diverse experience in local government,
including serving as the chief financial officer for
the Dallas Fire-Rescue Department, where he was
responsible for the planning, direction, and executive
management of the Financial Services Bureau of the
department. His previous roles also include serving as
a police officer, and managing a citywide operations
budget. He has a bachelor of science degree in criminal
justice from Ball State University and master of public
administration and Ph.D. degrees from The University of
Texas at Dallas.
JAN I. SYLVIS was named
vice chair of the Governmental
Accounting Standards Board
effective January 1, 2015. Ms. Sylvis
has served on the Board since 2007.
Ms. Sylvis brings extensive state
government accounting and auditing experience to her
work at the GASB. She is the retired chief of accounts
for the state of Tennessee, a role to which she was
appointed in 1995 and retired from at the end of 2014.
Ms. Sylvis also served the function of controller and
managed the state’s centralized accounting system.
Ms. Sylvis is a past president of the National Association
of State Auditors, Comptrollers and Treasurers and of the
National Association of State Comptrollers. Ms. Sylvis, a
graduate of the University of Memphis, is a certified public
accountant and a certified government financial manager.
SETH UNGER is senior policy
advisor for Ohio Treasurer Josh
Mandel, and has been working
on the Treasurer’s Transparency
Project since its inception in 2011.
Seth is an Ohio native, but spent
10 years working in California government, including
as press secretary for the California prison system and
47
spokesman for multiple state legislative leaders. He
returned to Ohio in 2011 to work for Treasurer Mandel,
and lives in Columbus with his wife Bridget, and four
boys Seth Jr., Coleman, Trent and Gavin.
ALDONA VALICENTI was named by
Mayor Jim Gray as chief information
officer of Lexington, Kentucky, on
September 27, 2013. She defined
the role as the first appointed CIO
for the commonwealth of Kentucky
and served during Governor Paul Patton’s administration.
During her tenure, she was also president of the National
Association of State Chief Information Officers.
Since leaving state government, Valicenti has been vice
president of consulting services at CGI, an international
information technology firm and vice president of
business development and strategy for Oracle Corp., one
of the world’s largest enterprise software companies.
She has undertaken a review of all systems, processes
and operations. A number of new systems are being
implemented and investments have been made in
network operations and cyber security. Several cloud
based systems have already been deployed. She is also
leading the Gig for Lex project, a high-speed broadband
initiative, with staff from the mayor’s office.
Valicenti, who lives in Lexington, holds a master’s degree
from Wayne State University in Detroit and has received
numerous awards, which included recognition as “public
official of the year” by Governing magazine.
She has testified in Congress, advocating for state
technology issues, and has advised a number of states
and governors on the CIO role and organization of the
CIO office.
Valicenti continues to be a frequent panelist, speaker
and a member on the U.S. Government Accountability
Office’s Executive Committee on Information
Management and Technology.
DAN VAN VOOREN has over 30
years of professional experience in
finance. Currently, Dan works in the
corporate treasury office at Bank
of America Merrill Lynch. He is well
versed in public fund collateral
management which monitors and
manages public funds deposits and deposit collateral
for 30 states, federal relationships, Indian nations and
bankruptcy courts.
Dan spent time working in funds management as an
operations manager and financial analyst. Prior to that,
he worked in the Controller’s Department where he
48
prepared regulatory reports and as a divisional controller
and managed accounting of the Funds Management
Department.
Dan has a B.S. degree in forest management and an M.S.
in natural resource economics from Purdue University
and an M.B.A. in accounting and finance from the
University of Houston.
DAVID A. VAUDT was named
chairman of the Governmental
Accounting Standards Board
effective July 1, 2013. Mr. Vaudt
came to the GASB after serving the
previous 10 years as Iowa’s elected
state auditor. Prior to his election, Mr. Vaudt worked for
25 years in the Des Moines, Iowa, office of KPMG LLP,
including 13 years as an audit partner.
Mr. Vaudt has served as president of the National State
Auditors Association, chair of the National Association
of State Boards of Accountancy, and chair of the Iowa
Accountancy Examining Board. He also served on the boards
of numerous nonprofit service organizations in Iowa.
Mr. Vaudt, a graduate of Upper Iowa University, is a
certified public accountant.
CURTIS WEBB is director/leader
of digital payments at MasterCard.
Curtis is responsible for scaling
digital payment solutions with
financial institutions, merchants,
and their payment service providers.
Curtis joined MasterCard in 2011 and has served
in product management and solution sales roles.
Products of focus include bill payment networks, digital
commerce platforms, and personal payments (e.g.,
disbursements and person-to-person).
Curtis is currently enrolled in the master of business
administration program at Northeastern University. He
also holds a bachelor of science in management and a
minor in political science from Saint Francis University.
TAMMY R. WHITE, a certified
public accountant, was appointed
as one of the two deputy state
examiners for the Indiana State
Board of Accounts on May 31,
2014. For the 16 years prior to
her appointment, she held the position of county
office supervisor for the agency, where in 2011, she
was recognized with the Richard L. Worley Award for
Supervisor of the Year. She worked in many other
positions within the agency starting in July 1988.
Tammy received her bachelor of science degree in
accounting from Indiana University, in Indianapolis. She
also attended Butler University.
In 1999, she started a small business in Indianapolis
with her husband, which he still manages. For fun, she
is the pit crew for her husband’s drag racing team or
spends time on any available beach.
J.D. WILLIAMS is the executive
director of state and local
government for Infor, Inc. Prior to
that he was a vice president and
senior manager of state and local
government for Oracle America, Inc.
for 11 years. He held a similar position at PeopleSoft
USA, Inc. for two years prior to merger of the two
technology companies.
He retired in 2002 as the elected state controller of
Idaho when he chose not to run for a fourth term and
return to the private sector. As state controller, he was
responsible for the financial management and payroll of
Idaho State Government and also operated the state’s
Central Computer Service Center. He was also a member
of the Idaho Water Resource Board for nine years and the
Idaho Land Board for over 13 years.
His office received several national awards for best
practices in electronic government and financial and
human resource management. In 2001, it received the
only Idaho Quality Commitment Award granted that year
in the state. He has been very active in promoting the
use of technology in government and has been chairman
of the National Electronic Commerce Coordinating
Council as well as president of NASC and vice president
of NASACT. He has received several leadership awards
from national associations including the Private Sector
Leadership Award from the Association of Government
Accountants . While at PeopleSoft and now at Oracle he
has received three Public Sector Leadership Awards.
He received a master’s degree in public administration
from Brigham Young University and Law Degree from the
Washington College of Law of American University in
Washington, DC.
KEITH WINE has over 25 years of
public and private sector experience,
specializing in state government
with expertise in modernization of
health and human services systems,
as well as enterprise financial,
human resources and business intelligence systems. He
leads the State & Local Fraud, Waste and Abuse Practice
for Grant Thornton, serves on the leadership team of the Grant
Thornton State Health & Human Services Practice, and manages
the Mid-Atlantic State & Local Region.
He has served in multiple leadership roles at ACS-Xerox
Government Solutions Group, including chief administrative
officer, responsible nationally for service delivery of health and
human services, IT outsourcing, business process outsourcing
and application maintenance and operations, public safety, and
records and document management. This included oversight
of services provided to states, including unclaimed property
program, electronic payment cards, audit and compliance,
eligibility and insurance exchange services, program
administration for TANF, SNAP and Medicaid. He has founded and
sold two companies, based in the commonwealth of Virginia.
UPCOMING EVENTS
2016
NSAA IT Workshop & Conference
September 20-23, Phoenix, Arizona
Webinar: The Leadership Pipeline
September 28, 2:00 p.m. Eastern
2017
NASC Annual Conference
March 15-17, Harrisburg, Pennsylvania
NASACT Middle Management Conference
April 11-13, Tallahassee, Florida
NSAA Annual Conference
June 13-16, Atlantic City, New Jersey
NASACT Annual Conference
August 12-16, Nashville, Tennessee
NSAA IT Workshop & Conference
October 3-6, Tacoma, Washington
49
Headquarters Office
449 Lewis Hargett Circle, Suite 290
Lexington, KY 40503-3590
P (859) 276-1147, F (859) 278-0507
Washington Office
The Hall of the States
444 N. Capitol Street, NW, Suite 234
Washington, DC 20001
P (202) 624-5451, F (202) 624-5473
www.nasact.org

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