2016 Conference Program

Transcription

Volunteer
Be Part of Your FGFOA
2016 FG FOA A NNUA L CONF E R E NCE
2016 FGFOA ANNUAL CONFERENCE
June 11 - June 15
Marriott World Center Orlando
Florida Government Finance
Officers Association
IMPORTANT REMINDER
FGFOA 2016 ANNUAL CONFERENCE APP
Visit the app store on your mobile device and search for “FGFOA 2016 Annual Conference.”
The app will allow you to customize your class schedule, view speaker information and
presentations. The app also includes meeting space and local area maps. You can view
the web app from any device at m.Fgfoa.Org.
SELF-SCANNING STATIONS
Self-scanning stations will be located at the back or immediately outside of the classrooms.
These scanners are like the scanners in grocery stores. Simply use it to scan the barcode on your
badge. Once you hear a beep and see the indicator light on the top of the scanner flash green,
you can be assured your Name, ID and Date/Time scanned was accepted by the scanner. We will
have place cards on each scanner table that indicates which class is currently being scanned.
They will be set up while class is in session.
If you have any questions, ask for one of the technology staff at the registration desk.
Wi-Fi PASSCODE for all meeting rooms and the exhibit hall: PGNRLR
MEETING ROOM INTERNET CONNECTION INSTRUCTIONS:
1. Connect your device to the “Marriott_CONF” wireless network.
2. Enter conference password: PGNRLR
PRESENTATIONS
The FGFOA does not print session presentation handouts. They will be posted on the FGFOA
website as soon as they are received from the presenters. Visit our website at www.fgfoa.org
under "Presentations."
Please note if there is not a presentation posted for a session or speaker, we have not received
it from the speaker. While we encourage the presentation in advance, we do not receive all of
them.
SESSION EVALUATIONS
We will be using an electronic survey for session evaluations. Feedback from attendees on the
quality and diversity of the FGFOA Annual Conference helps to determine future conference
programs. Please remember to complete the online survey at www.fgfoa.org "Presentations."
Each presentation has a link for a survey.
ELECTRONIC DEVICES
As a courtesy to our speakers and to attendees, please turn your cell phone on vibrate or off
during the conference sessions.
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SCHEDULE AT A GLANCE
SATURDAY, JUNE 11
7:30 a.m. - 4:30 p.m.
Registration Desk Open
Palms Registration
8:00 a.m. - 4:40 p.m.
Leadership Pre-Conference
Seminar
Crystal Ballroom J1
(Separate Registration required)
Investment Pre-Conference
Seminar
Canary Ballroom 1-2
(Separate Registration required)
SUNDAY, JUNE 12
7:00 a.m. Walk
7:30 a.m. - noon
Golf Tournament
9:00 a.m. - 10:00 a.m.
Zumba
Spa Terrace
9:00 a.m. - 7:30 p.m.
Palms Registration
10:30 a.m. - 11:00 a.m.
Voluntary Fellowship
Boston
11:00 a.m. - 12:00 p.m.
First-Time Attendee Orientation
Crystal Ballroom H
11:00 a.m. - 4:30 p.m.
Exhibit Hall Open
Royal/Sabal/Sago
12:00 p.m. - 5:30 p.m.
Internet Café Open
Crystal Ballroom Foyer
7:30 a.m. - 4:30 p.m.
Palms Registration
1:00 p.m. - 2:40 p.m.
GASB Update
Canary Ballroom
7:30 a.m. - 5:30 p.m.
Internet Café Open
1:00 p.m. - 2:40 p.m.
Sponsoring Defined Benefit Plan
and “Enterprise Risk Management”
Crystal Ballroom H
7:30 a.m. - 8:30 a.m.
Continental Breakfast
Palms Ballroom Foyer
2:40 p.m. - 3:00 p.m. Refreshment Break
Royal/Sabal/Sago
3:00 p.m. - 4:40 p.m. GASB Hot Topics
Canary Ballroom
3:00 p.m. - 4:40 p.m.
Easing the Pain: Actuarial and
Claims Professionals Partner to
Control Workers’ Compensation
Costs
Crystal Ballroom H
5:30 p.m. - 7:30 p.m.
Association Night Reception
(In Exhibit Hall)
Royal/Sabal/Sago
7:30 p.m. - 11:30 p.m.
Hospitality Suite Open
Crystal Ballroom K-L
MONDAY, JUNE 13
7:00 a.m.
Walk
7:15 a.m. - 7:45 a.m.
Boston
8:30 a.m. - 10:00 a.m.
Opening General Session
Canary Ballroom
9:30 a.m. - 4:00 p.m.
Exhibit Hall Open
Royal/Sabal/Sago
10:00 a.m. - 10:20 a.m.
Refreshment Break
Royal/Sabal/Sago
10:20 a.m. - 12:00 p.m.
Local Government Accountability
Update
Canary Ballroom
10:20 a.m. - 12:00 p.m.
Unconventional Vision
Crystal Ballroom J2+M
10:20 a.m. - 12:00 p.m.
Lean Today to Change Tomorrow:
Successfully Implementing Lean
Six Sigma
Crystal Ballroom H
10:20 a.m. - 12:00 p.m.
Retirement Plans – How to
Assess the Health of Yours and
Prescriptions for Recovery
Crystal Ballroom J1
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12:00 p.m. - 1:30 p.m.
FGFOA 2016-2017 Standing
Committee Meetings
Ad-hoc Leadership Committee
Boston
Ad-hoc Social Media
Certification Committee
Crystal Ballroom A
Conference Host Committee
Crystal Ballroom B
Conference Program Committee
Crystal Ballroom F
Legislative Committee
Crystal Ballroom D
Member and Leadership Committee
Crystal Ballroom E
School of Governmental Finance
Committee
Crystal Ballroom N
Technical Resources Committee Crystal Ballroom P
Webinar Committee
Crystal Ballroom Q
12:00 p.m. - 1:30 p.m. Lunch for Purchase in Exhibit Hall
Royal/Sabal/Sago
1:30 p.m. - 3:10 p.m. Accounting Complexities Facing
Local Governments
Canary Ballroom
1:30 p.m. - 3:10 p.m.
The Role of Internal Controls in
Financial Reporting
Crystal Ballroom H
1:30 p.m. - 3:10 p.m. Labor Law for Government
Professionals
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1:30 p.m. - 3:10 p.m.
The Latest Trends in Banking
Technology
Crystal Ballroom J1
3:10 p.m. - 3:30 p.m.
Refreshment Break
Royal/Sabal/Sago
3:30 p.m. - 5:10 p.m.
Pensions and Other PostEmployment Benefits: Looking
Back to GASB 67/68 (Pensions)
and Ahead to GASB 74/75 (OPEB)
Canary Ballroom
3:30 p.m. - 5:10 p.m.
Workers’ Compensation and
the Impact of the Heart Bill on
Municipal Budgeting
Crystal Ballroom J1
3:30 p.m. - 5:10 p.m.
Emerging Leaders in Local
Government
Crystal Ballroom H
3:30 p.m. - 5:10 p.m.
Investing Funds in a Rising Interest
Rate Environment
5:10 p.m. - 6:30 p.m.
Emerging Leader’s Network Event
7:30 p.m. - 11:30 p.m.
TUESDAY, JUNE 14
7:15 a.m. - 7:45 a.m. Voluntary Fellowship
Boston
7:30 a.m. - 8:30 a.m. Continental Breakfast
7:30 a.m. - 4:30 p.m.
Palms Registration
7:30 a.m. - 5:30 p.m.
Internet Café Open
8:00 a.m. - 9:40 a.m.
Best Practices for an Effective
Year-End Closing Process
Royal Ballroom
8:00 a.m. - 9:40 a.m.
Panel Discussion on Revenue
Diversification
Crystal Ballroom G2+C
8:00 a.m. - 9:40 a.m.
Moving Financials to the Cloud:
Making SaaS the Newest
Accounting Acronym
8:00 a.m. - 9:40 a.m.
Other Investments – Is the Risk
Worth the Return? Equities and
High Yield Bonds in Your Operating
Portfolio
Crystal Ballroom J1
9:40 a.m. - 10:00 a.m.
Refreshment Break
10:00 a.m. - 11:40 a.m.
Integrating IT into the Audit
Process
10:00 a.m. - 11:40 a.m.
Retirement Plans: Fiduciary Best
Practices
Crystal Ballroom J1
10:00 a.m. - 11:40 a.m.
Legislative Update
Royal Ballroom
10:00 a.m. - 11:40 a.m.
Capital Financing Plan - What
Are My options? Are My Bond
Covenants Restricting My Options?
3:10 p.m. - 4:50 p.m.
Cyber Security, Data Breach, and
PCI Compliance
8:00 a.m. - 9:40 a.m.
Development and Implementation
of Special Assessment Programs
Crystal Ballroom G1
3:10 p.m. - 4:50 p.m.
Determining an Appropriate
Investment Return Assumption
for Pension Plans
Crystal Ballroom J1
8:00 a.m. - 9:40 a.m.
Sunshine Law and Public Records
11:45 a.m. - 2:00 p.m.
Luncheon and Annual Business
Meeting
Sago Ballroom
6:30 p.m. - 10:00 p.m. Tuesday Night Event
Universal CityWalk
2:00 p.m. - 2:50 p.m.
Award Winning CAFRs
Royal Ballroom
9:00 p.m. - 11:30 p.m.
Suite #22076
2:00 p.m. - 2:50 p.m.
Budget Planning and Forecasting
2:00 p.m. - 2:50 p.m.
How to Communicate Financial
Information to Citizens and Elected
Officials
2:00 p.m. - 2:50 p.m.
New Police and Fire Pension
Legislation for Chapters 175 and
185 - Does It Make Financial Sense
to Opt Out?
Crystal Ballroom J1
2:50 p.m. - 3:10 p.m.
Refreshment Break
3:10 p.m. - 4:50 p.m.
Steps to Minimize Fraud
Royal Ballroom
3:10 p.m. - 4:50 p.m.
Economic Update and Market
Outlook
WEDNESDAY, JUNE 15
7:15 a.m. - 7:45 a.m.
Boston
7:30 a.m. - 12:00 p.m.
Palms Registration
7:30 a.m. - 8:30 a.m.
7:30 a.m. - 12:00 p.m.
Internet Café Open
8:00 a.m. - 9:40 a.m.
Fraud Detection and Prevention
9:40 a.m. - 10:00 a.m.
Refreshment Break
10:00 a.m. - 11:40 a.m. Yellow Book and Single Audit
Update
Royal Ballroom
10:00 a.m. - 11:40 a.m.
Affordable Care Act Update
10:00 a.m. - 11:40 a.m.
Performance Data . . . What Are
You Afraid Of?
10:00 a.m. - 11:40 a.m.
Pension Investments – Active vs.
Passive?
Crystal Ballroom G1
8:00 a.m. - 11:40 a.m.
Ethics (additional fee required)
Crystal Ballroom H
8:00 a.m. - 9:40 a.m.
Implementing the OMB’s New
Super Circular
Royal Ballroom
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SCHEDULE BY TRACK
ACCOUNTING, AUDITING,
AND FINANCIAL REPORTING
SUNDAY, JUNE 12
1:00 p.m. - 2:40 p.m. GASB Update
Canary Ballroom
Canary Ballroom
MONDAY, JUNE 13
10:20 a.m. - 12:00 p.m. Local Government Accountability
Update
Canary Ballroom
1:30 p.m. - 3:10 p.m. Accounting Complexities Facing
Local Governments
Canary Ballroom
3:30 p.m. - 5:10 p.m. Pensions and Other PostEmployment Benefits: Looking
back to GASB 67/68 (Pensions)
and ahead to GASB 74/75
(OPEB)
Canary Ballroom
TUESDAY, JUNE 14
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2:00 p.m. - 2:50 p.m.
Award Winning CAFRs
Royal Ballroom
3:10 p.m. - 4:50 p.m.
Royal Ballroom
WEDNESDAY, JUNE 15
8:00 a.m. - 9:40 a.m.
Implementing the OMB’s New
Super Circular
Royal Ballroom
10:00 a.m. - 11:40 a.m.
Yellow Book and Single Audit
Update
Royal Ballroom
BUDGETS, ECONOMICS,
AND FINANCIAL PLANNING
SUNDAY, JUNE 12
1:00 p.m. - 2:40 p.m.
Sponsoring Defined Benefit Plan
and “Enterprise Risk Management”
Crystal Ballroom H
MONDAY, JUNE 13
10:20 a.m. - 12:00 p.m.
8:00 a.m. - 9:40 a.m.
Best Practices for an Effective
Year-End Closing Process
Royal Ballroom
1:30 p.m. - 3:10 p.m.
The Role of Internal Controls in
Financial Reporting
Crystal Ballroom H
10:00 a.m. - 11:40 a.m.
Integrating IT into the Audit
Process
3:30 p.m. - 5:10 p.m.
Workers’ Compensation –
Trends, Impacts, and Updates on
Presumption Claims and Laws
Crystal Ballroom J1
TUESDAY, JUNE 14
8:00 a.m. - 9:40 a.m.
Panel Discussion on Revenue
Diversification
10:00 a.m. - 11:40 a.m.
Retirement Plans: Fiduciary Best
Practices
Crystal Ballroom J1
2:00 p.m. - 2:50 p.m.
3:10 p.m. - 4:50 p.m.
Economic Update and Market
Outlook
WEDNESDAY, JUNE 15
8:00 a.m. - 9:40 a.m.
Development and Implementation
of Special Assessment Programs
Crystal Ballroom G1
10:00 a.m. - 11:40 a.m.
POLICY, LEADERSHIP, STRATEGIC PLANNING, PERSONNEL, AND TECHNOLOGY
MONDAY, JUNE 13
10:20 a.m. - 12:00 p.m.
Lean Today to Change Tomorrow:
Successfully Implementing Lean
Six Sigma
Crystal Ballroom H
SCHEDULE BY TRACK
1:30 p.m. - 3:10 p.m.
Labor Law for Government
Professionals
3:30 p.m. - 5:10 p.m.
Emerging Leaders in Local
Government
Crystal Ballroom H
TUESDAY, JUNE 14
8:00 a.m. - 9:40 a.m.
Moving Financials to the Cloud:
Making SaaS the Newest
Accounting Acronym
10:00 a.m. - 11:40 a.m.
Legislative Update
Royal Ballroom
2:00 p.m. - 2:50 p.m.
How to Communicate Financial
Information to Citizens and Elected
Officials
3:10 p.m. - 4:50 p.m.
Cyber Security, Data Breach, and
PCI Compliance
WEDNESDAY, JUNE 15
8:00 a.m. - 9:40 a.m.
10:00 a.m. - 11:40 a.m.
Performance Data . . . What Are
You Afraid Of?
BANKING, INVESTMENT, RISK, TREASURY MANAGEMENT, AND DEBT MANAGEMENT
SUNDAY, JUNE 12
3:00 p.m. - 4:40 p.m.
Easing the Pain: Using Your
Actuarial Analysis to Control
Workers’ Compensation Costs
Crystal Ballroom H
MONDAY, JUNE 13
10:20 a.m. - 12:00 p.m.
Retirement Plans – How to
Assess the Health of Yours and
Prescription for Recovery
Crystal Ballroom J1
1:30 p.m. - 3:10 p.m.
The Latest Trends in Banking
Technology
Crystal Ballroom J1
2:00 p.m. - 2:50 p.m.
New Police and Fire Pension
Legislation for Chapters 175
and 185 – Does It Make Financial
Sense to Opt Out?
Crystal Ballroom J1
3:10 p.m. - 4:50 p.m.
Determining an Appropriate
Investment Return Assumption
for Pension Plans
Crystal Ballroom J1
WEDNESDAY, JUNE 15
8:00 a.m. - 9:40 a.m.
10:00 a.m. - 11:40 a.m.
Pension Investments – Active vs.
Passive?
Crystal Ballroom G1
3:30 p.m. - 5:10 p.m.
Investing Funds in a Rising Interest
Rate Environment
TUESDAY, JUNE 14
8:00 a.m. - 9:40 a.m.
Other Investments – Is the Risk
Worth the Return? Equities and
High Yield Bonds in Your Operating
Portfolio
Crystal Ballroom J1
10:00 a.m. - 11:40 a.m.
Capital Financing Plan
– What Are My Options?
Are My Bond Covenants
Restricting My Options?
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2015-2016 FGFOA BOARD OF DIRECTORS
BARRY SKINNER, CPA, CGFO,
CPFO
FGFOA President
Deputy Director of Finance
and Accounting
Orange County Comptroller
Barry H. Skinner is the Deputy Director of Finance and
Accounting with the Orange County Comptroller’s
Office. He has been with the Comptroller’s Office since
April 1985. Barry has been an active member of the
FGFOA having served as chairman of the Certification,
Technical Resources, Career Development, School of
Government Finance, and Webinar Committees. He has
taught many courses for the FGFOA and moderated at
many FGFOA conferences and Schools.
Barry received a B.S.B.A from the University of Central
Florida, was licensed as a Certified Public Accountant
(C.P.A.) in 1992, as well as a Certified Government
Finance Officer (C.G.F.O.) in November 1996, and a
Certified Public Finance Officer (C.P.F.O.) in June 2001.
Barry is a member of the AICPA, FICPA, GFOA, FGFOA
and a charter member of the Central Florida Chapter
of the FGFOA.
the Audit Committee and the Lifetime Achievement
Award Committee. In 2011-12, Sarah served on the
ad hoc committee that developed the School of
Government Finance “Boot Camp”, in 2012-13, she
chaired the Ad Hoc Student Outreach committee, in
2014-2015 she served on the Committee Participation
Ad Hoc Committee, and in 2014-15 and 2015-2016 she
served as the Board Liaison to the ad hoc Leadership
Committee. Prior to being elected to the Board Sarah
served on the Career Development, Small Government,
Conference Host, and Nominating Committees. She was
instrumental in the establishment of the Nature Coast
Chapter of the FGFOA in 2005 and served as the charter
year president. Sarah has taught sessions for the School
of Government Finance, Annual Conference, CGFO
Review, and sessions at several local chapter meetings. Sarah is also a member of GFOA and has served on the
GFOA Special Review Committee for the Certificate
of Achievement for Excellence in Financial Reporting
program for eight years. of the FGFOA.
Sarah graduated summa cum laude from St. Leo
University with a Bachelor of Arts in Accounting. She earned the designation of CPA in 1997, CGFO in
1998 and CPFO in 2001. She also holds a Certificate in
Supervisory Management from the Florida Center for
Public Management at the Florida State University.
SARAH KOSER, CPA, CGFO,
CPFO
FGFOA President Elect
Deputy Director of Finance
The Villages Community
Development Districts
Sarah Koser is currently serving as Interim Finance
Director for the Villages Community Development
Districts, having served as Deputy Director of Finance
since June of 2013. Prior to that Sarah was with the
Citrus County Clerk of the Circuit Court for 24 years,
17 of those as the Finance Director. LINDA S. HOWARD, CPA,
CTP, MBA
FGFOA Secretary/Treasurer
Finance Bureau Chief
Southwest Florida Water
Management District
Linda is currently the Finance Bureau Chief for Southwest Florida Water Management (SWFWMD), where
she oversees the accounting, budget and procurement
functions. The Finance Bureau has 29 employees.
Sarah has been a member of the FGFOA since 1994,
and has been serving on the Board of Directors since
2009. During her time on the Board, she has served
as the Board Liaison to the Certification Committee,
School of Governmental Finance Committee and the
Member Development Committee, and has served on
Prior to joining SWFWMD, Linda served as the Treasurer for OUC, where she was employed for 25 years
and retired in 2014. At OUC Linda oversaw a debt
portfolio of $1.9 billion and an investment portfolio
averaging $500 million. Prior to becoming Treasurer,
Linda served as the Director of Fiscal Services, where
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she oversaw an annual operating budget in excess of
$700 million and an annual capital plan of $149 million,
revenue forecasts, financial analysis, all areas of the
cash management function, and managing the debt
and investment portfolios.
Linda holds a Certified Public Accountant (CPA)
license, as well as Certified Treasury Professional (CTP)
license and an MBA from the University of Central
Florida. Linda is a charter member of the Reliable
Speakers Toastmaster Club and was the club’s first
Competent Communicator, Competent Leader and
Advanced Leadership Bronze recipient. Linda serves
on the Board of the National Association of Black
Accountants, where she was a charter member.
KIMBALL ADAMS, CPA
Director of Finance
City of Largo
Kim has been the Finance Director and Chief Financial
Officer for the City of Largo, Florida since February
1987. Largo is a full-service city located in Tampa Bay
with a $125 million budget and 850 employees. Largo
has received the GFOA’s Certificate of Achievement for
Excellence in Financial Reporting for its Comprehensive Annual Financial Report since 1990 and has also
held the GFOA’s Distinguished Budget Presentation
Award for over 25 years. Kim became a Florida CPA in 1981. He earned a BA
in Business Administration in 1980 and a Masters in
Accountancy in 2012 both from the University of South
Florida. He also earned an MBA from Colorado State
University in 2001. Prior to joining Largo, he was an
accountant and external auditor for seven years with
two CPA firms in Pinellas County.
He is a member of the AICPA, GFOA, FGFOA and was
the first president of the FGFOA Gulf Coast Chapter. He
has served on and chaired several FGFOA committees
and has been a speaker at GFOA, FGFOA and FCCMA
seminars. In 2004, he was selected as the first Florida
League of Cities Municipal Finance Official of the
Year and has been a part-time adjunct instructor of
accounting at USF, St. Petersburg, since 2009.
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Kim and Bonnie were married in 1990 and have two
daughters and one grandson. Kim is active in his
church and has served as Congregation President three
times over the past 25 years. He enjoys tennis and
occasional SCUBA diving.
KEN BURKE, CPA
Clerk of the Circuit Court
and Comptroller
Pinellas County - CCC
Ken Burke has served as the Clerk of the Circuit Court
and Comptroller for Pinellas County, Florida, since
his election in 2004. As an elected Constitutional
Officer, Ken serves as the Clerk of the Circuit and
County Courts, Recorder of Deeds, County Auditor
and Clerk and Accountant to the Board of County
Commissioners. Since his election, Ken has effectively
managed all courthouse records, a local budget of
approximately $43 million and about 550 employees.
Ken grew up in Pinellas and attended school and
college locally. He is proud graduate of St. Petersburg
College and the University of South Florida where he
received his Bachelor of Science degree in Accounting. He is also a Florida Certified Public Accountant (CPA). Prior to his current position, Ken gained a wealth of
experience as a law firm administrator and through his
long record of civic involvement.
In addition to being a member of the FGFOA, Ken
has served on the Board of Trustees of St. Petersburg
College, was elected to the Association of Community
Colleges (ACCT) Board of Directors in 2001, served as
Chair of the Association in 2005-2007 and in June 2011,
served as President of the Florida Court Clerks and
Comptrollers. He was also elected by his fellow Clerks
to the statewide Clerks of Court Operations Corporation
(CCOC), was appointed to the Florida Supreme Court’s
Standing Committee on Fairness and Diversity and to
the Higher Education Coordinating Council by Governor
Rick Scott. Ken currently serves on the Special Presidential Committee on Technology/Office Tools & Resources
for the Florida Bar and serves as a Member of the Board
of Directors of the National Association of Court Clerks,
County Records & Election Officials (NACRC).
Ken and his wife, Cecilia (Reese) of over 26 years
have three wonderful children – Catherine, Patrick and
Brendan.
NICOLE GASPARRI, CGFO
Organizational Program
Manager
City of Boca Raton
Nicole is the Organizational Development Manager for
the City of Boca Raton and has worked in municipal
government for over 20 years. As the Organizational
Development Manager, Nicole is accountable for
the efficiency, effectiveness and coordination off
multiple City Teams. Included are the LEAN process
improvement team, Special Event teams, employee
development teams, awards and recognition teams as
well as being the Emergency Manager for the City of
Boca Raton.
Nicole worked to develop, coordinate, and implement
a cultural shift in the City of Boca Raton to a culture
where “everyone is a leader;” training employees
on the soft skills of Supervision and leadership at
every level. Nicole is a regular speaker at the Florida
Government Finance Officers’ Conference, focusing her
sessions on Effective Communication, Team Building,
Leadership Development, and Employee Motivation.
She has lead team building workshops for large and
small organizations including Bank United, the office
Depot Foundations and the Palm Beach County Clerk
of the Court. Nicole is also an Adjunct Instructor for the
John Scott Dailey Institute of Government where she
teaches Effective Communication, Listening Skills, and
Service with Principles. Nicole has a passion for the
training and development of individuals. Continuing her desire to allow everyone to find the
leader within them, Nicole has also volunteered as a
program leader for Landmark Education and, leading
“Transformational Programs” specifically designed to
assist people to “live the powerful lives that they love”.
And continues to motivate people through individual
and team coaching. JONATHAN MCKINNEY, CGFO
Assistant City Manager
City of Edgewater
John McKinney has been in his present position as
Assistant City Manager for Edgewater since December
2015. Prior to that he was Edgewater’s Finance Director
since early 2008. Altogether, he has over twenty years
of Governmental Accounting experience. John graduated from the University of Central Florida
with a BS in business administration in accounting and
graduated from Stetson University with a master in business administration in finance. He is a Certified Government Finance Officer and is eligible to sit for his CPA.
John has been very active with the GFOA, FGFOA
and both the Space Coast and Volusia/Flagler FGFOA
local chapters. John is a GFOA special reviewer for the
CAFR certificate program, has served on the FGFOA
Technical Resources Committee, CGFO Committee
and Small Government Committee. He has served as
the Chair on both the CGFO Committee and Small
Government Committee. In 2014 he was elected to
a three-year term as a FGFOA Board Member. On
the local level he has served as the Secretary and
Treasurer of the Space Coast FGFOA Chapter and was
the Founding member of the Volusia Flagler FGFOA
Chapter where he served as the President.
BINH NGUYEN, CGFO
Budget Manager
Lake County – BCC
Binh Nguyen is the Manager of Lake County’s Office
of Budget. His responsibilities include planning,
implementing, and guiding county-wide financial and
budgetary functions. Prior to his current role, Binh was
a Financial Advisor at Orange County Government for
eleven years.
Binh has an undergraduate degree in business administration from California State University-Fullerton, and a
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Master of Business Administration from the University
of Central Florida. Binh is a Certified Government Finance Officer and has been a member of the local and
state chapters of FGFOA since 2001.
Binh and his wife Tram have been married for sixteen
years and have two children Darren (10) and Carly (7). SHANNON RAMSEYCHESSMAN, CGFO, CPA
Chief Operating Officer of
Finance
Palm Beach County Clerk &
Comptroller
Shannon Ramsey-Chessman is the Chief Operating
Officer of Finance for the Clerk & Comptroller’s Office
in Palm Beach County. She first worked for the Clerk’s
office from 1997 to 1999, returning to continue her
career with the office in 2006. She has held a variety
of positions in the finance division including manager,
director and now chief officer.
Her nineteen years of diverse public sector experience
also include careers with Palm Beach County’s Office
of Financial Management and Budget and the 15th
Judicial Circuit. Shannon is a Certified Public Accountant and a Certified Government Finance Officer with a Bachelor of
Business Administration degree from Florida Atlantic
University. She is a graduate of the 2011 class of Leadership Palm
Beach County, a member of the Florida Institute of
Certified Public Accounts, and is a member of the
Government Finance Officers Association, serving as
a State Representative for Florida. Additionally, she
is a member of both the state and local chapters of
the Florida Government Finance Officers Association;
serving as a past-president of the local chapter and on
the board of directors for the state chapter.
Shannon grew up in Palm Beach County and lives in
Loxahatchee with her husband Noel and their four
children. 12
JAMIE ROBERSON, CGFO
Chief Financial Officer
Osceola County Property
Appraiser
Jamie Roberson is currently the Chief Financial Officer
for the Osceola County Property Appraiser’s Office in
Kissimmee, Florida.
As the Chief Financial Officer she is responsible for the
Accounting, Budget, Payroll, and the Human Resources
functions within the office. Prior to joining the Property
Appraiser’s office, she was a Senior Accountant for the
Osceola County Board of County Commissioners. This
position was a supervisory position that was responsible
for Debt Administration, Operational Analysis, Cash
Management and General Management functions within
the Financial Services Department. She has been working in Osceola County Government for almost 14 years. Mrs. Roberson graduated from the University of South
Florida, where she earned a Bachelor of Science degree
in Business Administration from the USF School of
Accountancy. Mrs. Roberson is a Certified Government
Finance Officer (CGFO) and has been a member of the
local, state, and national chapters of GFOA since 2002. She served as President of the Central Florida Local
Chapter FGFOA for three years from 2011-2014 and is
currently serving her first term as a Florida Government Finance Officers Association Board Member.
Mrs. Roberson is a married mother of four. She serves
the community by serving on the Kissimmee Friends of
the Park board as treasurer and is the Team Administrator for two Osceola Predator basketball teams.
MARILYN ROSETTI, CPA
Deputy Auditor General
Florida Auditor General Tallahassee
Marilyn Rosetti is the Deputy Auditor General for
the Information Technology Audits Division of the
Florida Auditor General. She is responsible for
information technology activities of the Auditor
General, including management of all IT audits, IT
support for other audits, internal IT resources, and
attestation examinations for the Florida Education
Finance Program. Marilyn has been employed by the
Auditor General for 30 years. She is a graduate of the
Florida State University and is a CPA.She is a member
of the FICPA State and Local Government Committee,
Association of Government Accountants, and the
FGFOA Big Bend Chapter.
JEANNIE GARNER
Executive Director of the
FGFOA
Jeannie Garner is the Sr. Director of Insurance and
Financial Services at the Florida League of Cities,
where she has been since 1994. She oversees all
aspects of the administration, including reporting
to the Board of Directors. The department provides
insurance and financial services for local governments
in Florida. As Sr. Director, Jeannie is responsible for the
overall management, supervision and administration
of these services – Florida Municipal Insurance Trust;
Florida Municipal Construction Insurance Trust; Florida
Association of Counties Trust; Florida Municipal
Investment Trust; Florida Municipal Pension Trust
Fund, and the Florida Municipal Loan Council. These
were created to provide local governments with costeffective and quality services specifically designed for
them. Jeannie has served as the Executive Director
for Florida Government Finance Officers Association
(FGFOA) since 2001. She is a graduate of Leadership
Florida, Class XXXII. Jeannie currently serves on the
Board of NLC-RISC. Jeannie is also a former chair
for the NLC Public Finance Consortium. A native of
Birmingham, Alabama, she graduated with a bachelor
of science in finance from Troy State University.
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CONFERENCE
PROGRAM COMMITTEE
CONFERENCE
HOST COMMITTEE
Chair: Michael Gomez, Florida Auditor General
Chair: Johnna Agin, City of Ocala
Committee Members
Michelle Blackstock, Crowe Horwath LLP
Bernadette Britz-Parker, James Moore, CPAs & Consultants
Natalee Camoesas, McGladrey
Yvonne Clayborne, Carr, Riggs & Ingram, LLC
Jim Cooke, City of Tallahassee
Thomas Cox, Preferred Government Insurance Trust
Frank DiPaolo, City of Lighthouse Point
Christine DiVito, City of Boca Raton
David Flatt, City of Sarasota
Brett Friedman, McGladrey LLP
Kate Grangard, Gehring Group
Andrew Laflin, CliftonLarsonAllen LLP
Jeffrey Larson, Larson Consulting Services, LLC
Hazel Mendez, Orange County Convention Center
Larry Napier, City of Fellsmere
Kent Olson, City of Tallahassee
Jacob Peacock, The Bogdahn Group
Gerald Peebles, Palm Beach County SO
Pamela Ramkalawan, TC Bank, N.A.
Alan Ricafort, Moore Stephens Lovelace, P.A.
James “Jim” Rizzo, Gabriel, Roeder, Smith & Company
Ted Sauerbeck
Colleen Scott, City of Eustis
William Spinelli, City of Leesburg
Bob Tessier, Orange County Library System
Bill Underwood, City of Loxahatchee Groves
Patricia White, City of Boca Raton
Queen Woods, Osceola County Supervisor of elections
Committee Members:
Patricia Barthlow, Clay County Utility Authority
Mary Ann Davis, City of Ocala
Stephanie Edwards, City of Clermont
Deavon Lance, City of Tamarac
Robin Ann Mac Gowan, Village Community Development District
Khandyce Mosely, Lee County Board of County
Commissioners/Lee County Visitor & Convention Bureau
Jacob Peacock, The Bogdahn Group
Ian Evans-Smith, City of Miramar
Tameka Otto Stewart, City of Miami Beach
Ann Marie Ricardi, City of Naples
Lacy Smith-Castillo, City of Clermont
Fernand Thomas, City of Hallandale Beach
Patricia A. Williams, City of Hallandale Beach
Patricia L. Williams, Southwest Florida Water Management District
Jody Young, City of Bushnell
Board Liaison: Marilyn Rosetti, Florida Auditor General
– Tallahassee
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Board Liaison: Binh Nguyen, Lake County-BCC
THE 2016 FGFOA HOST COMMITTEE
WELCOMES YOU TO ORLANDO!
The 2016 Host Committee is planning several networking opportunities
during the conference at the Orlando World Center Marriott. To help you
plan your activities for after conference hours, here is an overview of the
events organized by the Host Committee.
EXHIBIT HALL – Royal/Sabal/Sago
Be sure to visit the Exhibit Hall and meet with the
companies that help make this conference possible.
Refreshment breaks and Sunday’s Association Night
reception will be held in the Exhibit Hall. Remember to
drop off your business card with each exhibitor to be
eligible for prize drawings from each booth. Drawings
will be held Monday by noon, and all winners’ names will
be posted on a message board outside the Exhibit Hall.
Sunday, June 12
Monday, June 13
11:00 a.m. - 4:30 p.m.
5:30 p.m. - 7:30 p.m.
9:30 p.m. - 4:00 p.m.
HOSPITALITY SUITE
After a long day, join us in the hospitality suite to relax
and network with friends, vendors and colleagues
while enjoying refreshments. There will be plenty
of activities going on, so be sure to check us out!
Hospitality Suite Hours will be:
Sunday, June 12
7:30 p.m. - 11:30 p.m. (Crystal Ballroom K-L)
Monday, June 13
7:30 p.m. - 11:30 p.m. (Crystal Ballroom K-L)
Tuesday, June 14
9:00 p.m. - 11:30 p.m. (Suite #22076)
GOLF TOURNAMENT - Hawk’s Landing
Sunday, June 12 – 7:30 a.m. – noon
Additional Registration Required - $100
Why not mix a little fun along with your education in
Orlando! Join your fellow FGFOA members in a friendly
scramble golf tournament on Sunday morning before
the conference. Plans have been made for a wonderful
event full of contests and prizes at the Hawk’s Landing
Golf Club, located right outside the resort front door.
The Hawk’s Landing Golf Club, a certified Audubon
Cooperative Sanctuary, is designed to challenge and
inspire. The 6,600+ yard, par 71 championship course,
with its interconnected waterways and natural beauty,
provides a challenging yet rewarding and memorable
experience for players of all skill levels. The course is
lined with lush tropical landscaping to enhance the
tall native plants along with waterways that meander
throughout the course, making the golf experience at
Hawk’s Landing truly unforgettable.
Before hitting the course, complimentary range balls
will be available for practice. During the round, each
cart will offer a touch screen GPS system to provide
accurate yardages. There will also be a 10 percent
discount on golf shop merchandise for tournament
participants. For more information about the golf
course, please visit www.marriottworldcenter.com
WALKING
Sunday, June 12 – 7:00 a.m.
Monday, June 13 – 7:00 a.m.
Please join us for a walking tour around the World
Marriott Center. The walk will include your choice of
a 1.5-mile, 1.9-mile or 3-mile circuit. Water and fruit
will be provided. Meet the walking tour leader at the
Conference Registration Desk.
ZUMBA - Spa Terrace
Sunday, June 12 – 9:00 a.m. - 10:00 a.m.
For fitness enthusiasts, join us at 9:00 a.m. for a Zumba
class on Sunday, June 12. This class will be led by our
own Nicole Gasparri, and she is sure to get your heart
beat up and ready for the day.
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ASSOCIATION NIGHT RECEPTION –
Royal/Sabal/Sago
TUESDAY NIGHT EVENT –
Universal CityWalk®
Sunday, June 12 - Reception 5:30 p.m. - 7:30 p.m.
Tuesday, June 14 – 6:30 p.m. - 10:00 p.m.
There will be many exhibitors, and attendees will have
the opportunity to mingle with friends and colleagues
and learn about innovative financial advances. The
reception will feature heavy hors d’oeuvres, which are
sure to be delicious!
Back by popular demand, the Tuesday night event will
return to Universal’s CityWalk® this year. We will be
having a block party with food and a variety of entertainment! Come and enjoy Pat O’Brien’s, Rising Star,
Bob Marley’s and Red Coconut Club. Buses will begin
leaving at 6:15 p.m. The event runs from 7:00 p.m. 10:00 p.m.
Association Night is open to registered adults only –
no children, please.
EMERGING LEADERS NETWORK
EVENT – Crystal Ballroom K-L
Monday, June 13 - Reception 5:10 p.m. - 6:30 p.m.
Plan to hang out with old friends or meet new ones,
establishing some lifelong friendships and contacts so
emerging leaders will have the opportunity to learn
from veteran FGFOA members. If you plan to join us,
be sure to mark the appropriate box on the registration
form. We will gather outside of the meeting rooms and
be led to the destination.
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One ticket to this event is included in your registration
fee. You can purchase extra tickets for children ages
3-18 for $25 and additional adult tickets for $50. Please
reserve your tickets when you complete your registration form. Additional tickets are available for purchase
at the FGFOA Registration Desk until 4:30 p.m. the day
of the event.
Note: You must wear your name badge to this event.
Your name badge is your entry ticket.
SESSION SCHEDULE*
*The following is a schedule of sessions and workshops
that will be held during the Florida Government Finance
Officers Association’s Annual Conference.
7:30 a.m. - 4:30 p.m.
Registration Desk Open Palms Registration
8:00 a.m. - 4:40 p.m.
LEADERSHIP PRE-CONFERENCE SEMINAR
(Separate Registration Required)
CPE Credit: 8 Hours (BEH)
MODERATOR: Ken Burke, CPA, Clerk of Circuit
Court/Comptroller, Pinellas County – CCC, FGFOA
Board of Directors
ROOM: Crystal Ballroom J1
SPEAKER: Scott Paine, Director, Leadership Development & Education, Florida League of Cities, Inc.
8:00 a.m. - 9:40 a.m.
Leading from Who We Are
If we would lead others on our team, in our organization or in our community, we must start with knowing
ourselves. We’ll explore this serious topic in a lighthearted fashion. You’ll get a better sense of who you
are as an individual and as a leader, and what difference that can make for leadership success.
10:00 a.m. - 11:40 a.m.
Facts and Opinions
The current presidential campaign season reminds
us that “facts” are far more elusive than we were
taught. Strongly held beliefs clearly play a role in
how we, as a society, deal with factual claims. We’ll
explore this post-modern phenomenon, gaining
some perspective on causes and responses.
1:00 p.m. - 2:40 p.m.
Communicating Leadership
While leadership is many things, it is nearly always
about communication. Decisions, support and criticism, vision and direction, all must be communicated
to be effective. We’ll explore the practical challenges
of communicating as leaders and discover some
tools for more effective leadership communication.
3:00 p.m. - 4:40 p.m.
Persuasion and Management
Leadership is most essential precisely when there
are important disagreements about what to do
and how to do it. In every environment, resolving
or managing these disagreements requires an
understanding of persuasion. We’ll learn to develop
persuasive arguments and how to manage those we
can’t persuade.
SATURDAY
SATURDAY, JUNE 11
8:00 a.m. – 4:40 p.m.
INVESTMENT PRE-CONFERENCE SEMINAR
(Separate Registration Required)
CPE Credit: 8 Hours (TB)
MODERATOR: G. Michael “Mickey” Miller, CGFO,
CPA, CIA, CGFM, Retired, FGFOA Past-President
ROOM: Canary Ballroom 1-2
8:00 a.m. - 9:40 a.m.
Economic Update
Overview of current economic conditions and
forecast of where interest rates are headed.
SPEAKER: Jack Ablin, CFA, Chief Investment
Officer, BMO Private Bank
10:00 a.m. - 11:40 a.m.
Best Practices in Investments - From an Auditor’s
Perspective
This session will cover best practices, including a
review of drafting an investment policy, to assist
governments with recent changes in the investment
marketplace. We will also hear an auditor’s perspective on managing the investment function for a governmental entity and some of the common auditing
issues related to investments.
SPEAKERS: Andrew Laflin, CPA, Principal,
CliftonLarsonAllen LLP - Tampa and Jeffrey Larson,
President, Larson Consulting Services, LLC
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SATURDAY
SUNDAY
1:00 p.m. - 2:40 p.m.
Investing Funds in a Rising Rate Interest Rate
Environment
With the Federal Reserve looking to increase
interest rates to a "normal" level, this session will
examine various strategies to increase returns/limit
losses for the changed investment environment.
SPEAKERS: Michael Nguyen, SVP and Director
of Investment Solutions and Mercy Ndungu, CFA,
Portfolio Manager, PMA Financial Network
3:00 p.m. - 4:40 p.m.
Putting it all Together - An Investment Simulation
This session will involve participants in building
and adjusting their portfolios for a variety of investment environments; choosing from among several
security types. Numerous scenarios will be run to
allow participants to make adjustments and see the
outcome of their investment decisions.
SPEAKERS: Jeff Larson, President, Larson Consulting
Services LLC, Michael Nguyen, SVP and Director of
Investment Solutions, Brian Hextell, SVP and
Institutional Portfolio Manager and Rene O’Day,
Vice President, Sales and Relationship Manager –
Florida, PMA Financial Network
SUNDAY, JUNE 12
7:00 a.m.
Walking
(Meet at Registration Desk)
7:30 a.m.
Golf Tournament
9:00 a.m. - 10:00 a.m.
Zumba Spa Terrace
9:00 a.m. - 7:30 p.m.
10:30 a.m. - 11:00 a.m.
Boston
11:00 a.m. - 4:30 p.m.
Exhibit Hall Open
Royal/Sabal/Sago
18
11:00 a.m. - 12:00 p.m.
First-Time Attendee Orientation
ROOM: Crystal Ballroom H
12:00 p.m. - 5:30 p.m.
Internet Café Open
1:00 p.m. - 2:40 p.m.
GASB Update
CPE Credit: 2 Hours (AA)
This session will include a general update on future
pronouncements and proposals affecting state and
local government.
MODERATOR: Justin Stankiewicz, Financial
Management & Budget Analyst, Nassau County
BOCC
SPEAKER: David Bean, CPA, Director of Research
& Technical Activities, Governmental Accounting
Standards Board
ROOM: Canary Ballroom
Sponsoring Defined Benefit Plan and “Enterprise
Risk Management”
This session will include a discussion about why
controlling pension risk is so difficult and what others
are doing locally and nationally. What options are
available to reduce costs? What are the long-term
effects of not making these changes?
MODERATOR: Sharon Knippenberg, Controller,
City of Punta Gorda
SPEAKERS: Thomas Lowman, FSA, EA, MAAA,
Chief Actuary, Bolton Partners, Inc. and Kristopher
Seets, FSA, EA, Actuary, Bolton Partners, Inc.
2:40 p.m. - 3:00 p.m.
Refreshment Break
Royal/Sabal/Sago
This session will include the latest news from GASB
and provide answers to address public confusion on
current pronouncements.
MODERATOR: Justin Stankiewicz, Financial Management & Budget Analyst, Nassau County BOCC
SPEAKER: David Bean, CPA, Director of Research
& Technical Activities, Governmental Accounting
Standards Board
7:30 a.m. - 8:30 a.m.
Palms Ballroom Foyer
8:30 a.m. - 10:00 a.m.
5:30 p.m. - 7:30 p.m.
Association Night Reception
Royal/Sabal/Sago
7:30 p.m. - 11:30 p.m.
MONDAY, JUNE 13
7:00 a.m.
Walk
(Meet at Registration Desk)
7:30 a.m. - 4:30 p.m.
7:30 a.m. - 5:30 p.m.
Internet Café Open
Canary Ballroom
Color Guard: Captain Velez and Orlando Police
Department
Pledge of Allegiance
National Anthem: Linda Hall
Welcome Address: Martha Haynie, CPA,
Comptroller, Orange County Comptroller
Remarks from National GFOA President:
Marc Gonzales, Director, Department of Finance,
Clackamas County, Oregon
Keynote Speaker:
Kenya J. Rutland
Here Come the Millennials: Are You Ready to Get
Them Ready!
CPE Credit: 1 Hour (BEH)
It’s 2016 and most workplaces have no less than
three generations. Baby Boomers, Generation Xers
and Millennials are forced to communicate, collaborate and work across generational differences to
reach organizational goals. Healthy municipal organizations have an inclusive culture that stays true to
its values, while welcoming the differences of what
each generation brings.
This session will provide FGFOA leaders with
strategies to create a culture that attracts and
retains Millennials by meeting their workplace
needs. Concurrently, we’ll explore four crucial areas
to successfully mentor and coach these developing
leaders, with a focus on helping them understand
how to work with other generations, providing
feedback, and dealing with “Instant Gratification”
to ensure workplace success.
MONDAY
7:15 a.m. - 7:45 a.m.
Boston
OPENING GENERAL SESSION
SUNDAY
Easing the Pain: Actuarial and Claims Professionals
Partner to Control Workers’ Compensation Costs
The actuarial analysis provided for self-insured
workers’ compensation plans can be used to identify areas where the government can save money in
their workers’ compensation program. These areas
include TPA management, case management, and
various aspects of medical management. This session will highlight case studies where the actuarial
analysis led to a better understanding of the cost
drivers of the program and better case and claims
management led to cost control. MODERATOR: Johnna Agin, Accountant III, City of
Ocala
SPEAKERS: Lisa Chanzit, FCAS, MAAA, ARM, Senior
Consulting Actuary, Risk & Regulatory Consulting
and Cindy Wood, Financial Management & Budget
Coordinator, Nassau County - BOCC
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9:30 a.m. - 4:00 p.m.
Exhibit Hall Open
Royal/Sabal/Sago
SPEAKER: Michael Sibley, CPA, CFE, Partner, James
Moore & Company
10:00 a.m. - 10:20 a.m.
Refreshment Break
Royal/Sabal/Sago
Retirement Plans - How to Assess the Health of
Yours and Prescriptions for Recovery CPE Credit: 2 Hours (TB)
How sound is your pension plan? Learn how to
assess the health of your defined benefit plan and
some options for helping what ails your plan. For
those contemplating radical surgery, the discussion
will include the advantages and disadvantages of
defined benefit and defined contribution plans.
MODERATOR: Brandy Ferris, CPA, Director of
Finance, City of Fort Walton Beach
SPEAKERS: Steven Gordon, Executive Director
of Retirement Solutions, The Bogdahn Group and
Bradley Heinrichs, FSA, EA, MAAA, President/CEO,
Foster & Foster Consulting Actuaries, Inc.
10:20 a.m. - 12:00 p.m.
Local Government Accountability Update CPE Credit: 2 Hours (AA)
Update from the Florida Auditor General’s Office
and the Florida Department of Financial Services on
current issues pertaining to local governments.
MODERATOR: Michael Gomez, CPA, Audit Manager,
Florida Auditor General - Tallahassee
SPEAKERS: Garry Green, Chief, Bureau of
Research and Member Communications, Division of
Retirement, State of Florida, Florida Department of
Management Services, Derek Noonan, CPA, Audit
Supervisor, Auditor General and Christina Smith,
Director, Department of Financial Services
MONDAY
Does your city have a vision for the future? A vision
designed to support decision makers with making
the big decisions? Good news! Whether or not your
city has a vision for the future, your city will end
up someplace. Join the presenters as they share
an unconventional road map utilized by the City of
Clermont to arrive as the “Choice of Champions.”
MODERATOR: Melissa Burns, Director of Finance,
City of St. Augustine Beach
SPEAKERS: Nancy Clutts, Partner, The Corbin Group
and Darren Gray, City Manager, City of Clermont
ROOM: Crystal Ballroom J2+M
20
Lean Today to Change Tomorrow: Successfully
Implementing Lean Six Sigma
CPE Credit: 2 Hours (BEH)
This session will present case studies to highlight
how several Florida government entities utilized
Lean Six Sigma to make “doing more with less”
a reality. Attendees will learn how to apply Lean
methodologies to their organization to help alleviate
financial stress, streamline processes, and improve
employee morale.
MODERATOR: Jennifer Howland, Comptroller, City
of Satellite Beach
12:00 p.m. - 1:30 p.m.
FGFOA 2016-2017 Standing Committee Meetings
Ad-hoc Leadership Committee
Boston
Ad-hoc Social Media
Certification Committee
Crystal Ballroom A
Conference Host Committee
Crystal Ballroom B
Conference Program Committee
Crystal Ballroom F
Legislative Committee
Crystal Ballroom D
Member and Leadership Committee
Crystal Ballroom E
School of Governmental Finance Committee
Crystal Ballroom N
Technical Resources Committee Crystal Ballroom P
Webinar Committee
Crystal Ballroom Q
12:00 p.m. - 1:30 p.m.
Lunch for purchase in Exhibit Hall Royal/Sabal/Sago
1:30 p.m. - 3:10 p.m.
Accounting Complexities Facing Local
Governments
This session builds on previous sessions, providing
answers to a series of hypothetical questions
that present complex accounting and financial
reporting issues facing many Florida governments
of varying size and structure. The presentation
will help expand your knowledge base of various
GASB standards and related authoritative guidance
through various simulated problems and solutions.
MODERATOR: Michael Gomez, CPA, Audit Manager,
Florida Auditor General - Tallahassee
SPEAKER: Andrew Laflin, CPA, Principal,
CliftonLarsonAllen LLP - Tampa
The Role of Internal Controls in Financial Reporting
This session will explore the responsibilities, objectives and components of internal controls as they
relate to financial reporting. We will discuss the
importance of internal controls to financial reporting
and look at processes and procedures that identify
risks, safeguard assets, prevent fraud, and create
reliable, accurate reporting.
MODERATOR: Shannon Ramsey-Chessman, CGFO,
CPA, Chief Operating Officer of Finance, Palm
Beach County Clerk & Comptroller, FGFOA Board of
Directors
SPEAKER: John Grady, CTP, Managing Director,
Public Trust Advisors
The Latest Trends in Banking Technology Credit: 2 Hours (TB)
This session will offer an overview of current banking technologies that assist local governments in
navigating the ever changing payments landscape.
3:10 p.m. - 3:30 p.m.
Refreshment Break
Royal/Sabal/Sago
3:30 p.m. - 5:10 p.m.
Pensions and Other Post-Employment Benefits:
Looking Back at GASB 67/68 (Pensions) and Ahead
to GASB 74/75 (OPEB)
This session will take a look back at the implementation of GASB Statements 67 and 68 (Pensions)
and the impact they have had on governments
over the past two years. What went well, and what
should be improved upon in the future? Then, we
will take a look ahead to the upcoming applicability
of GASB Statements 74 and 75 (OPEB) to ensure
solid reporting going forward.
MODERATOR: Peter Lear, CPA, CGMA, Director of
Finance, City of North Port
SPEAKER: Stephen Blann, CPA, CGFM, CGMA,
Director of Governmental Audit Quality, Rehmann
Workers’ Compensation - Trends, Impacts and
Updates on Presumption Claims and Laws
In this session, we will discuss the current first
responder heart and lung bill, and also provide an
update on the status of the newly proposed cancer
presumption bill for firefighters.
MODERATOR: Binh Nguyen, CGFO, Budget
Manager, Lake County – BCC, FGFOA Board of
Directors
SPEAKER: David Lodwick, Director - Trust Services,
Florida League of Cities
MONDAY
Labor Law for Government Professionals
This session will address wage and hour issues and
recent developments in social media policies.
MODERATOR: Marilyn Rosetti, CPA, Deputy Auditor
General, Florida Auditor General – Tallahassee,
FGFOA Board of Directors
SPEAKERS: Michael Roper, Partner and Joseph
Tessitore, Partner, Bell & Roper, P.A.
The session will include the latest e-Commerce
trends, best practices for managing your payments
in today’s environment, and specific strategies to
navigate this web of data, payments and security
concerns. Topics include Electronic Commerce
Defined, Receivables and Payables, PCI-DSS
Compliance, Merchant Processing, EMV Primer
and E-Commerce and Data Management Best
Practices.
MODERATOR: Sondra D’Angelo, CPA, CGFO,
Assistant Finance Director, City of Melbourne
SPEAKER: Corbin Hankins, VP - Technical Sales
Consultant, SunTrust Bank
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TUESDAY
Emerging Leaders in Local Government CPE Credit: 2 Hours (TB)
This session will be an interactive experience to help
you rediscover and develop the skills needed to
improve your leadership potential. We will explore
ways to motivate, not only ourselves, but the team
around us. You will learn how to collaborate with
other local government leaders to become more
effective leaders in the future.
MODERATOR: Jamie Roberson, CGFO, Chief
Financial Officer, FGFOA Board of Directors
SPEAKER: The Honorable Matthew Surrency,
Mayor, City of Hawthorne, President, Florida League
of Cities
Investing Funds in a Rising Interest Rate
Environment CPE Credit: 2 Hours (TB)
This session will view how the upcoming economic
environment is likely to affect the behavior of interest rates. We will discuss the impact of fed monetary policy actions and rhetoric and appropriate
investment vehicles including; Florida qualified public depository bank time deposits, agency guaranteed mortgage backed securities, callable agencies,
treasury securities, money market mutual funds, and
money market instruments.
MODERATOR: Kimball Adams, CPA, Director of
Finance, City of Largo, FGFOA Board of Directors
SPEAKERS: John Burford, Investment Analyst, Palm
Beach County Clerk & Comptroller and Jeffrey Kern,
Treasury Management Officer, Sarasota County
5:10 p.m. – 6:30 p.m.
Emerging Leaders Reception Crystal Ballroom K-L
7:30 p.m. - 11:30 p.m.
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TUESDAY, JUNE 14
7:15 a.m. – 7:45 a.m.
Boston
7:15 a.m. - 8:15 a.m.
7:30 a.m. - 4:30 p.m.
Palms Registration
7:30 a.m. - 5:30 p.m.
Internet Café Open Crystal Ballroom Foyer
8:00 a.m. - 9:40 a.m.
Best Practices for an Effective Year-End
Closing Process
Discussion of the year-end closing process and
typical deficiencies that can delay or extend the
external audit. Focus on best practices, including
leveraging existing technology in the financial
system, generating meaningful reports, and steps
to take to ensure the government is audit ready.
MODERATOR: James Braddock, CGFO, CPA,
Director of Finance, City of Wauchula
SPEAKERS: Lance Schmidt, CPA, CFE, Principal,
CliftonLarsonAllen, LLP and William Spinelli, CPA,
Director of Finance, City of Leesburg
ROOM: Royal Ballroom
Panel Discussion on Revenue Diversification
Panel discussion among three local government
officials regarding revenue enhancement and fundraising examples.
MODERATOR: Darrel Thomas, CPFIM, Assistant City
Manager/COO, City of Weston
SPEAKERS: Frank DiPaolo, CPA, CGMA, Director of
Finance, City of Lighthouse Point and David Keller,
CPFIM, Chief Financial Officer, City of Weston
ROOM: Crystal Ballroom G2+C
Other Investments – Is the Risk Worth the Return?
Equities and High Yield Bonds in Your Operating
Portfolio CPE Credit: 2 Hours (TB)
Ultra-low interest rates have lured some treasury
managers to consider investing operating funds in
equities and high-yield bonds. What are the risks
with such strategies, and are the risks worth taking?
What types of risk mitigation strategies are being
employed to manage the risks of these investments?
MODERATOR: Jeffrey Kern, Treasury Management
Officer, City of Sarasota County
SPEAKERS: Steven Alexander, CTP, CGFO, CPPT,
Managing Director, PFM Asset Management LLC and
David Jang, CTP, CPPT, Partner, Wertz York Capital
Management Group
9:40 a.m. - 10:00 a.m.
Refreshment Break Crystal Ballroom Foyer
10:00 a.m. - 11:40 a.m.
Integrating IT into the Audit Process
With the increased use of information technology
in the public sector and resulting data thefts that
have occurred, this session focuses on how auditors
integrate information technology testing procedures
into their audit process. It will discuss the skills and
expertise necessary as well as efficiencies that can
be gained by auditing through the system instead
of around the system and the risks and importance
of cyber security in today’s digital world, and
demonstrate ways that your internal control policies
and procedures can be designed to reduce risks
related to information technology.
MODERATOR: Frank DiPaolo, CPA, CGMA, Director
of Finance, City of Lighthouse Point
SPEAKERS: Brett Friedman, Partner and Andrew
Weidenhamer, Manager, RSM US, LLP
Retirement Plans: Fiduciary Best Practices CPE Credit: 2 Hours (TB)
It is likely that many of you are fiduciaries to your
organization’s retirement plan. What are your
obligations and how can you maximize your liability
protection? This session will focus on fiduciary
best practices with an emphasis on finding and
eliminating unnecessary fees built into the plan.
MODERATOR: Jason Loschiavo, CPA, Director of
Finance & Administration, MetroPlan Orlando
SPEAKER: Jamie Hayes, QPFC, C(k)P, AIF, Partner,
Fiduciary First
TUESDAY
Moving Financials to the Cloud: Making SaaS
the Newest Accounting Acronym
In this session, the City of Orlando and its IT
consultant will share the benefits of moving the
financial and human capital management systems
to the cloud. Attendees will learn how the softwareas-a-service (SaaS) business model is fundamentally
different from a traditional on premise solution, and
how the city overcame concerns usually raised when
moving information to the cloud.
MODERATOR: Diane Reichard, CPA, CGMA, CGFO,
CPFO, Chief Financial Officer, City of Plant City,
FGFOA Past-President
SPEAKERS: Brian Battles, Deputy Chief Financial
Officer, City of Orlando and Raymond Elwell, CPA,
Market Advisory Program Manager, Workday
Legislative Update
This session will provide an update on topics that
are of key interest to the Legislature.
MODERATOR: Jeannie Garner, Senior Director,
Insurance & Financial Services, Florida League of
Cities, Inc., FGFOA Executive Director
SPEAKERS: Amber Hughes, Sr. Legislative
Advocate, Florida League of Cities, Inc. and
Davin Suggs, DPL, Fiscal Policy Director, Florida
Association of Counties
Capital Financing Plan – What Are My Options?
Are My Bond Covenants Restricting My Options?
This session will examine how you should establish a
Capital Financing Plan, and will include an overview
on various financing options. The panel will also
examine how to deal with, or remove, various onerous bond and financial covenants that you may have
inherited, and that could restrict your future operating and financing flexibility.
MODERATOR: Bryan Cahen, MPA, Director of
Budget, City of Weston
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11:45 a.m. - 2:00 p.m.
Luncheon and Annual Business Meeting
Sago Ballroom
2:00 p.m. - 2:50 p.m.
Award Winning CAFRs CPE Credit: 1 Hour (AA)
Discussion of the criteria for the excellence in financial reporting award, provide examples of CAFRs
that go above and beyond the basic criteria, using
innovative reporting software and other technology
to prepare and develop an award winning report.
MODERATOR: Kelly Rae Strickland, CPA, CGFO,
Deputy Finance Director, City of Sarasota
SPEAKER: Donna Collins, CPA, MSA, President,
Milestone Professional Services, Inc.
CPE Credit: 1 Hour (TB)
Plan Your Work and Work Your Plan! It is our job to
set the train in motion and keep the train moving
down the track. Determine the expectations of the
city manager, city commission, and staff to prepare
the budget. Set reasonable timelines and do your
best to stick to the plan. What do you do when the
train gets derailed?
MODERATOR: Mary-Lou Pickles, CGFO, CMA,
Budget Director, St. Johns River Water Management
District, FGFOA Past-President
SPEAKER: Diane Reichard, CPA, CGMA, CGFO,
CPFO, Chief Financial Officer, City of Plant City,
FGFOA Past-President
24
How to Communicate Financial Information to
Citizens and Elected Officials
CPE Credit: 1 Hour (BEH)
This interactive session will focus on the challenge
of communicating financial information to citizens
and public officials. Learn what to do and what
not to do to be an effective communicator of your
government’s financial information.
MODERATOR: Shannon Ramsey-Chessman, CGFO,
CPA, Chief Operating Officer of Finance, Palm Beach
County Clerk & Comptroller, FGFOA Board of Directors
SPEAKER: Darrel Thomas, CPFIM, Assistant City
Manager/COO, City of Weston
TUESDAY
TUESDAY
SPEAKERS: Marianne Edmonds, Senior Managing
Director, Public Resources Advisory Group and
Robert Ori, CPA, President, Public Resources
Management Group, Inc.
New Police and Fire Pension Legislation for
Chapters 175 and 185 - Does it Make Financial
Sense to Opt Out? CPE Credit: 1 Hour (TB)
An overview of the 2015 revisions to Chapters 175
and 185, Florida Statutes, regarding the distribution
of insurance premium funds and the requirement of
adding a defined contribution plan. To provide for
a sustainable pension plan, does it make sense to
withdraw from the insurance premium programs?
Listen to one government’s rationale for opting out
of the programs.
SPEAKERS: Jim Linn, Shareholder, Lewis, Longman
& Walker, PA of Tallahassee and Jane Struder, CPA,
Director of Finance, City of Palm Beach
2:50 p.m. - 3:10 p.m.
Refreshment Break
Cyber Security, Data Breach and PCI Compliance
This session will include information on cyber
security, data breach, and PCI compliance.
MODERATOR: Haydeliz High, Financial Operations
Manager, Highlands County Tax Collector
SPEAKER: Jeffrey Palgon, CPA, CISA, CISM, CISSp,
Technology Risk Manager, Crowe Horwath
6:30 p.m. - 10:00 p.m.
Tuesday Night Event
9:00 p.m. - 11:30 p.m.
Suite #22076
WEDNESDAY, JUNE 15
7:15 a.m. – 7:45 a.m.
Voluntary Fellowship Boston
WEDNESDAY
Economic Update and Market Outlook
The first part of this session will consist of Florida’s
current economic outlook and how that translates
to forecasting local government revenue. The
second part will consist of discussion about the
current economic and market environment in the
United States and around the world, the Federal
Reserve and the impact of international central bank
policies on global financial markets.
MODERATOR: Linda Howard, CPA, CTP, MBA,
Finance Bureau Chief, Southwest Florida Water
Management District, FGFOA Secretary/Treasurer
SPEAKERS: Amy Baker, Coordinator, Office
of Economic & Demographic Research Florida
Legislature, Kay Chandler, CFA, President, Mel
Hamilton, Senior Vice President and Julie Hughes,
Senior Vice President, Portfolio Strategist, Chandler
Asset Management
Determining an Appropriate Investment Return
Assumption for Pension Plans CPE Credit: 2 Hours (TB)
Are your pension contributions taking an increasing
amount of your operating budget revenues? The
pension investment return is the most important
assumption used by your actuary to determine the
funding requirements for your pension plan. The session will discuss the development of an Asset Allocation Study, a key component in finding an appropriate rate of return, and other things to consider when
determining the investment return assumption.
MODERATOR: Peter Lear, CPA, CGFO, Director of
Finance, City of North Port
SPEAKERS: Rosemary Guillette, Senior Investment
Consultant, Segal Rogerscasey and Jim Rizzo, ASA,
MAAA, FCA, Senior Consultant & Actuary, Gabriel,
Roeder, Smith & Company
TUESDAY
3:10 p.m. - 4:50 p.m.
This session will provide an overview of the basic
internal control structure and discuss how to
best implement it in small, medium and large
governments. The session includes a discussion of IT
controls related to accounting information and how
to prevent manipulation.
Financial Officer, Osceola County Property
Appraiser, FGFOA Board of Directors
SPEAKER: William Blend, CPA, CFE, Shareholder,
Moore Stephens Lovelace, P.A.
7:15 a.m. - 8:15 a.m.
Continental Breakfast Crystal Ballroom Foyer
7:30 a.m. - 12:00 p.m.
7:30 a.m. - 12:00 p.m.
Internet Café Open
8:00 a.m. - 11:40 a.m.
Ethics (additional registration fee required)
CPE Credit: 4 Hours (Ethics)
This session provides members with CPA designation the opportunity to earn four hours of ethics
instruction as required by the Florida Board of
Accountancy.
25
MODERATOR: Sondra D’Angelo, CPA, CGFO,
Assistant Finance Director, City of Melbourne
SPEAKER: William Blend, CPA, CFE, Shareholder,
Moore Stephens Lovelace, P.A.
WEDNESDAY
8:00 a.m. - 9:40 a.m.
Implementing the OMB’s New Super Circular
The U.S. Office of Management and Budget’s (OMB)
recent circular, Uniform Administrative Requirements,
Cost Principles, and Audit Requirements for Federal
Awards, commonly known as the “Super Circular,”
supersedes and combines the requirements of eight
previous OMB circulars related to federal grants. This
session will discuss the new requirements and how
they apply to Cost Allocation Plans currently in place.
MODERATOR: Cheryl Miller, CGFO, Senior
Accountant, City of Palmetto
SPEAKER: Anne Fritz, Director of Finance, City of
St. Petersburg
Development and Implementation of Special
Assessment Programs
Development and implementation of non-ad
valorem assessment funding programs, focusing on
fire, storm water and infrastructure improvements
funding programs.
MODERATOR: Andrew Thompson, Director of
Financial Services, City of Oakland Park
SPEAKERS: Sandi Melgarejo, Project Coordinator/
Project Manager, Jeff Rackley, Senior Project
Manager and Robert Sheets, Chief Executive Officer,
Government Services Group, Inc.
ROOM: Crystal Ballroom G1
Florida’s Sunshine and Public Records Laws provide
a broad right of access to government meetings
and records. This session will focus on the scope
and application of these laws to government
finance officers, with a particular emphasis on
electronic technologies and media, such as email,
text messaging and Facebook postings. Recent
legislation and trends will also be discussed.
MODERATOR: Linda Howard, CPA, CTP, MBA,
Finance Bureau Chief, Southwest Florida Water
Management District, FGFOA Secretary/Treasurer
26
SPEAKER: Patricia Gleason, Special Counsel for
Open Government, Attorney General Pam Bondi
Payment fraud has become a very sophisticated
business. Fraudsters continually reinvest their profits
in technology and other methods to overcome any
layers of security organizations may have in place.
Whether it is phishing scams, mobile malware, Man in
the Browser schemes or other attempts, the threats
against businesses and governments continues to
grow. This session will review the most common
fraud schemes being deployed and describe how to
protect your organization from payment card, paper
check and other electronic payment fraud attacks.
MODERATOR: Haydeliz High, Financial Operations
Manager, Highlands County Tax Collector
SPEAKERS: Stacey Nash, Head of North American
Fraud Prevention and Roland Tufts, CPP, CTP, Vice
President Credit Risk, TD Bank
9:40 a.m. - 10:00 a.m.
Refreshment Break Crystal Ballroom Foyer
10:00 a.m. - 11:40 a.m.
Yellow Book and Single Audit Update
We will be reviewing recent activity of the
Government Accountability Office (GAO) and
current developments in implementation of the
new Uniform Guidance issued by the Office of
Management and Budget (OMB). Emphasis will
be placed on key issues of concern and increased
attention brought forth by these new developments.
SPEAKER: Bruce Nunnally, CPA, CGMA, Partner,
Carr, Riggs, & Ingram, LLC
The latest and greatest on the Affordable Care Act.
Financial Officer, Osceola County Property
Appraiser, FGFOA Board of Directors
SPEAKER: Kate Grangard, CPA, Chief Financial
Officer, Gehring Group
Performance Data . . . What Are You Afraid Of?
There is more to performance measurement than a
definition. It is a way to tell your story. This session
will include discussion about local government
officials who have used data from a consortium of
Florida local governments to initiate change and
improve performance.
MODERATOR: Binh Nguyen, CGFO, Budget
Manager, Lake County – BCC, FGFOA Board of
Directors
SPEAKERS: Susan Boyer, ICMA-CM, Executive
Director, Florida Benchmarking Consortium and
Randy Phillips, Randy Phillips, Retired Deputy
Director Parks & Recreation, Martin County
Pension Investments – Active vs. Passive? CPE Credit: 2 Hours (TB)
The cost and benefits of active management in the
pension funds is an issue that all pension funds must
address. This session will examine the advantages
and disadvantages of active managers and index
funds for pension fund investments.
MODERATOR: April Shuping, CPA, CGFO, Finance
Director, City of Gainesville
SPEAKERS: Grant Kalson, CFA, Consultant, Dahab
Associates and Norm Meltz, Chief Investment
Officer, Rhumbline Advisers
ROOM: Crystal Ballroom G1
WEDNESDAY
27
2015-2016 FGFOA COMMITTEES
CERTIFICATION COMMITTEE (CGFO)
LEGISLATIVE COMMITTEE
Chair: Karen Keith, City of Tampa
Chair: David Keller, City of Weston
Committee Members:
Jeremy Baker, Palm Beach County Board of County
Commissioners
Carolyn “Dee Dee” Beaver, Polk County - CCC
Teri Butler, City of Cocoa
Rip Colvin, Justice Administrative Commission
Mark Crain, Alachua County Clerk of Circuit Court
Sondra D’Angelo, City of Melbourne
Marie Elianor
Teresa “Terri” Gould, City of Naples
Sarah Graber, Osceola County School District
Sheron Harding, City of Miramar
Uyen Le, City of Tampa
John Lege, City of Sarasota
Linda Logan-Short, City of Fort Lauderdale
Jacob Manimala, City of Hollywood
Cheryl Miller, City of Palmetto
Robert Miller, Santa Rosa County Clerk of Court
Matthew Misco, City of Palmetto
Johnna Morris, City of Fort Pierce
Mary-Lou Pickles, St. Johns River Water Management District
Diane Reichard, City of Plant City
Colleen Scott, City of Eustis
Lorrie Simmons, City of Tampa
Scott Simpson, Miami Parking Authority
Kathy Stracuzzi, City of Port St. Lucie
Kelly Strickland, City of Sarasota
Committee Members:
Jennifer Alvarez, Palm Beach County Sheriff’s Office
Michele Ennis, City of Melbourne
Michael Florio, Martin County Clerk of the Circuit Court & Comptroller - Stuart, FL
Sharon Fox, City of Tampa
Nicole Jovanovski, City of Sarasota County
Macciano Lewis, City of Davie
Leslie Moyer, Alachua County Board of County Commissioners
Mary Pendleton-Brown, Manatee County Government
Ted Sauerbeck
April Shuping, City of Gainesville
Darrel Thomas, City of Weston
Anthony Webber, City of Ocala
Board Liaison: Jamie Roberson, Osceola County - PA
Board Liaison: Shannon Ramsey-Chessman, Palm
Beach County Clerk & Comptroller
MEMBERSHIP DEVELOPMENT COMMITTEE
Chair: Cindy Kelley, City of Ocala
Committee Members:
Tarin Bachle, City of Naples
Ingrid Gaskin-Friar, City of Melbourne
Michael Grauci, Florida Atlantic University
Craig Horner, Hillsborough County
Jennifer Howland, City of Satellite Beach
Sena Mitchell, Orlando Utilities Commission
Mark Parks Jr., City of West Palm Beach
Lacy Smith-Castillo, City of Clermont
Board Liaison: Jonathan McKinney, City of Edgewater
28
2015-2016 FGFOA COMMITTEES
SCHOOL OF GOVERNMENTAL FINANCE
COMMITTEE (SOGF)
Chair: Melissa “Missy” Licourt, St. Johns Water
Management District
Committee Members:
Steven Alexander, PFM Asset Management LLC
Mark Ben-Asher, City of Florida City
Eddy Castaneda, Moore, Stephens, Lovelace, PA
Eileen Clark, City of Cocoa Beach
Jennifer Desrosiers, City of North Port
Ben Finkelstein, Cantor Fitzgerald
Ingrid Gaskin-Friar, City of Melbourne
Lisa Gladdue, City of Sarasota
John Grady, Public Trust Advisors
Cecilia Guerrero, Broward County Public Schools
Sheron Harding, City of Miramar
Marilyn Hively, Melbourne International Airport
Greg James, Chief Deputy Clerk/ Director of Finance
David Jang, Davidson Fixed Income Management, Inc.
Jeffrey Kern, Sarasota County
Jeff Larson, Larson Consulting Services
Bert Martinez, Purvis, Gray and Company, LLP
Olga Rabel, Sumter County
Pamela Ramkalawan, TD Bank, N.A.
Ann Marie Ricardi, City of Naples
Lorrie Simmons, City of Tampa
Margaret Steele-Miller, Moore Stephens Lovelace, PA
Christine Tenney, City of Fort Myers
Fernand Thomas, City of Hallandale Beach
Elizabeth Walter-Ebersole, South Florida Regional Transportation Authority
Connie Wolfe, Clay County Clerk of the Circuit Court
TECHNICAL RESOURCES COMMITTEE
Chair: Donna Wright, City of Leesburg
Committee Members:
Michelle Blackstock, Crowe Horwath LLP
Barbara Boyd, Purvis Gray & Company
James Braddock, City of Wauchula
Melissa Burns, City of St. Augustine Beach
Charles Carr, Southern Actuarial Services Co., Inc.
James Halleran, James Moore & Co, CPA’s
Ron Harring, City of Tarpon Springs
Jennifer Howland, City of Satellite Beach
Alan Jowers, Carr, Riggs & Ingram, LLC
Derek Noonan, Auditor General
James Rizzo, Gabriel, Roeder, Smith & Co
Stephen Scheel, Carr, Riggs & Ingram, LLC
Kevin Stork, Jacksonville Police & Fire Pension Fund
Mark White, Purvis Gray & Company
Board Liaison: Ken Burke, Pinellas County - CCC
WEBINAR Committee
Chair: Susan Nabors, City of West Palm Beach
Committee Members:
Angela Balent, Warren Averett, LLC
Brandy Ferris, City of Fort Walton Beach
Kate Grangard, Gehring Group
Linda Logan-Short, City of Fort Lauderdale
Andrew Thompson, City of Oakland Park
Linda Vining, Putnam County - CCC
Board Liaison: Kimball Adams, City of Largo
Board Liaison: Nicole Gasparri, City of Boca Raton
29
2015-2016 LOCAL CHAPTER PRESIDENTS
BIG BEND CHAPTER
Kimberly Ferrell
Assistant Finance Director
Leon County Clerk of Court
SOUTH FLORIDA CHAPTER
Bryan E. Cahen
Director of Budget
City of Weston
TREASURE COAST CHAPTER
Kristin Daniels, CGFO
Budget Analyst
Indian River County BOCC
CENTRAL FLORIDA CHAPTER
Laurie Campbell, CGFO
Accounts Payable Manager
Orange County Comptroller
SOUTHWEST FLORIDA CHAPTER
Peter Lear, CPA, CGMA
Director of Finance
City of North Port
VOLUSIA/FLAGLER CHAPTER
Heidi L. Bova, MBA, CPFIM
Accounting Manager
City of Daytona Beach
Florida First Coast Chapter
Judith Garard
Finance & Administration
Manager
City of Jacksonville
SPACE COAST CHAPTER
Sondra D’Angelo, CGFO, CPA
Assistant Finance Director
City of Melbourne
GULF COAST CHAPTER
Anne Lawler, CPA
Clerk of the Circuit Court &
Comptroller
Pinellas County
HILLSBOROUGH CHAPTER
Lorrie Simmons MSA, CGFO
Accounting Supervisor
City of Tampa
NATURE COAST CHAPTER
Marge Strausbaugh, CPM
Finance Manager
City of Belleview
NORTH CENTRAL CHAPTER
Todd Hutchison, CPA, CGFO
Director of Finance and
Accounting
Alachua County CCC
PALM BEACH CHAPTER
Allison Teslia
Accounting Supervisor
Village of Wellington
PANHANDLE CHAPTER
Steven Rausch
Director of Finance
City of Mary Esther
30
FGFOA LOCAL CHAPTER MAP
FGFOA PAST PRESIDENTS
1937-1939
F.M. Hannon
West Palm Beach
Gainesville
1939-1942
A. Clarence O'Neill
Gainesville
1947-1948
A. Clarence O'Neill
Gainesville
1948-1949
George Shaw
Miami
1949-1950
George C. White
Tallahassee
1950-1951
H.D. Pelhank
Tampa
1951-1952
John W. Hollister
Jacksonville
1952-1953
A. Clarence O'Neill
Gainesville
1953-1954
William C. Stewart
Mount Dora
1954-1955
K.H. Allyn
Coral Gables
1955-1956
L.R. Shuman
Lakeland
1956-1957
J.D. Ryan
Miami Springs
1957-1958
S.H. Marshall
Fort Lauderdale
1969-1970
Kenneth J. Burroughs
Pompano Beach
1981-1982
Sandra Young
Oakland Park
1958-1959
James H. Goodlet
Hialeah
1970-1971
Louise H. Cook
Tallahassee
1982-1983
Ronald P. Forbes
Pinellas Park
1959-1960
J.T. Rouse, Jr.
Jacksonville
1971-1972
Kathleen D. Wright
Cocoa Beach
1983-1984
Damon R. Adams
Fort Lauderdale
1960-1961
J.W. McIntyre
Miami Shores
1972-1973
Frank C. Anderson
Belle Glade
1984-1985
G. Michael Miller
Orlando
1961-1962
Ed Joyt
Sarasota
1973-1974
Jack R. Stroup
Sebring
1985-1986
James C. Maniak
Daytona Beach
1962-1963
Roy L. Phillips
Jacksonville
1974-1975
David R. Price
Fort Lauderdale
1986-1987
Robert B. Inzer
Tallahassee
1963-1964
Bob Whitehead
Clearwater
1975-1976
Royce Lyles
Jacksonville
1987-1988
Thomas R. Nason
Vero Beach
1964-1965
Mary Lou Brewer
West Palm Beach
1976-1977
Henry Tamm
Sanford
1965-1966
Wendall R. Bailey
Miami
1977-1978
Herbert Seckel
Tallahassee
1966-1967
Margaret Cooper
Titusville
1978-1979
Frank Blackwell
Fort Pierce
1967-1968
Fred A. Harrelson
Jacksonville
1979-1980
John D'Ippolito
West Palm Beach
1968-1969
William Klein
Coral Gables
1980-1981
Robert O. Johnson
Jacksonville
1988-1989
Richard M. Coram
Jacksonville
1989-1990
Jerome P. Nolan
West Palm Beach
1990-1991
Edwin M. Fry, Jr.
Fort Pierce
1991-1992
Kathryn Hankins
West Palm Beach
1992-1993
Thomas P. Klinker
Marion County
31
FGFOA PAST PRESIDENTS CONTINUED
1993-1994
Robert R. Garner
Orlando
1999-2000
Jim Moye
Orange County
2005-2006
Gibson E. Mitchell
Sarasota
2011-2012
Christopher Lyons
Sarasota
1994-1995
James F. Marling
Pensacola
2000-2001
Carolyn C. Small
Metroplan Orlando
2006-2007
Amy W. Elliott
Melbourne
2012-2013
Mary O. Anderson-Pickle
City of Palm Beach Gardens
1995-1996
G.P. (Rick) Atkinson
Tallahassee
2001-2002
Mervyn C. Timberlake, Jr.
Boca Raton
2007-2008
Mark A. Fostier
Orange County
Comptroller
2013-2014
Diane Reichard
City of Ocala
1996-1997
Beryl H. Davis
Orlando
2002-2003
Deborah D. Girard
Orlando
1997-1998
William F. Underwood, II
Stuart
2003-2004
Margaret A. McGarrity
Osceola County
1998-1999
Margaret L. Simmons
Clearwater
2004-2005
George J. McGowan
Orlando
2008-2009
Linda C. Davidson
Boca Raton
2014-2015
Mary-Lou Pickles
St. Johns River Water
Management District
2009-2010
Rick G. Helms
Highlands County
2010-2011
Jeffrey R. Smith
Indian River County
LIFETIME ACHIEVEMENT AWARD WINNERS
32
2015
Margaret “Margie” Simmons
2010
Mervyn C. Timberlake
2005
Robert O. Johnson
2014
Christopher Lyons
2009
Jim Dwyer
2004
Robert B. Inzer
2013
Linda Davidson
2008
Thomas P. Klinker
2003
Damon R. Adams
2012
Mark Fostier
2007
Jim Moye
2002
G. Michael Miller
2011
Gibson E. Mitchell
2006
Robert R. Garner
2001
Richard M. Coram
NEW CGFOs FOR THE 2015/2016 YEAR
Michael Adams, Senior Accountant, Marion County - CCC
Jennifer Alvarez, Financial Analyst, Palm Beach County Sheriff’s Office
Emily Alves, Accounting Manager, Solid Waste Authority of Palm Beach County
Lisa Bristol, Accounting Manager, Tampa Port Authority
Patrisha Draycott, Controller, City of Cocoa Beach
Lin Feng, Senior Accountant, South Florida Water Management District
Kimberly Ferrell, Assistant Finance Director, Leon County Clerk of Court
Peter Jannis, Controller, Broward County Housing Authority
Allison Kearns, Financial & Operational Support Manager, Collier County Board of County Commissioners
Vanna Lawitzke, Accounting Manager, City of Apopka
Charlina Lowrie, Budget Administrator, City of North Port Florida
Karin Lu, Chief Accountant, City of Pembroke Pines
Jennifer Manning, Grants Compliance/Budget Manager, Martin County - BCC
Ming Hwa Meyer, Comptroller, City of Oakland Park
Susan Nabors, Director of Finance, City of North Lauderdale
Tina Novinger, Controller, Marion County - CCC
Dennis Rogero, Chief of Staff, City of Tampa
Theresa Ruegger, Fiscal Resource Manager, Volusia
Diane Smith, Senior Financial Management Analyst, Alachua County
Decia Smith-Burke, Budget Manager, City of Margate
Stephanie Taub, Assistant Manager, FBS Division, Orange County
Todd Taylor, Financial Consultant III, Charlotte County
Andrew Thompson, Director of Financial Services, City of Oakland Park
Brittany Tyre, Senior Administrator, Orange County Public Schools
Lynne Urice, Fiscal Resource Manager, Volusia
Aaron Vassalotti, Section Manager-Revenues, Palm Beach County Sheriff’s Office
Anne Wright, Director of Finance, City of Bonita Springs
33
CLASS OF 2016 – LEADERSHIP FGFOA
Cari Branco, Sr. Divisions Manager, Charlotte County
Teresa Butler, Director of Finance, City of Cocoa
Shannon Crouch, Process & Compliance Review Manager, City of Boca Raton
Sondra D’Angelo, Assistant Finance Director, City of Melbourne
Kimberly Ferrell, Assistant Finance Director, Leon County Clerk of Court
Haydeliz High, Financial Operations Manager, Highlands County Tax Collector
Natalie Hinger, Financial Manager, Charlotte County
Ariana Lawson, Interim Finance Director, Islamorada Village of Islands
Peter Lear, Director of Finance, City of North Port
Jennifer Manning, Grants Compliance Budget Manager, Martin County BCC
Cecilia McCorkell, Management & Budget Manager, Pinellas County
Jessica Mosca, Payroll Manager, Brevard County School Board
Christopher Quinn, Director of Finance, City of Palm Coast
Olga Rabel, OBM Manager, Sumter County BOCC
Carmen Shuler-Mosley, Sr. Financial Services Manager, Manatee County
Diane Smith, Sr. Financial Management Analyst, Alachua County
Joseph Smith, Clerk of the Circuit Court, St. Lucie County
Justin Stankiewicz, Financial Management & Budget Analyst, Nassau County BOCC
Kelly Strickland, Deputy Finance Director, City of Sarasota
Patricia Williams, Sr. Revenue Compliance Coordinator, Southwest FL Water Management District
SPECIAL THANKS TO LEADERSHIP FGFOA AD-HOC COMMITTEE
AD-HOC LEADERSHIP COMMITTEE
Chair: Lee Huffstutler, City of Tampa
Committee Members:
Mary Anderson-Pickle, City of Palm Beach Gardens
Rip Colvin, Justice Administrative Commission
Linda Davidson, City of Boca Raton
Deborah Girard, City of Orlando
Bob Inzer, Lean County - CCC
Mary-Lou Pickles, St. Johns River Water Management District
Board Liaison: Sarah Koser, The Villages Community Development Districts
34
MARRIOTT WORLD CENTER ORLANDO
FLOOR PLAN
Sago
Sabal
F
Q
E
G2
D
G1
A
8B
J1
7B
K
Canary
Palms
Registration
Business
Center
7A
Courtyard
Terrace
2
L
8A
Grand Ballroom
1
Royal
M
H
B
P
N
Crystal Ballroom
C
9 10 11 12 13 14
J2
Palms Ballroom
3
4
5
6
Anaheim
Convention Center
Entrance
Atlanta
San
Antonio
San
Francisco
Boston
Escalator
Chicago
Denver
St. Louis
Tampa
Los
Angeles
Washington
Miami
New
Orleans
Elevators
New York
35
FUTURE FGFOA CONFERENCES
2017 ANNUAL CONFERENCE
Diplomat Resort & Spa Hollywood
June 24-28, 2017
2018 ANNUAL CONFERENCE
Marriott World Center Orlando
June 9-13, 2018
FUTURE FGFOA SCHOOLS
2016 SCHOOL OF GOVERNMENTAL FINANCE
Sanibel Harbour Marriott
October 24-28, 2016
2017 SCHOOL OF GOVERNMENTAL FINANCE
Omni Jacksonville
October 23-27, 2017
Florida Government Finance Officers Association
P.O. Box 10270, Tallahassee, FL 32302
(850) 222-9684 | Fax (850) 222-3806 | www.fgfoa.org

2016 Conference Program

Transcription

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