2015 NASACT Annual Conference

Transcription

TA B L E O F C O N T E N T S
C O N T I N U I N G P RO F E S S I O N A L E D U C AT I O N
Greetings from the Governor of Illinois
1
Greetings from the General Assembly
2
Greetings from the Mayor of Chicago
3
Past Presidents of NASACT
4
Greetings from NASACT’s President
5
Association Leaders and Staff
6
Host State Team
7
General Information
8
Past NASACT Annual Conferences
9
Conference Hotel and Meeting Space
10
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 Governmental
Accounting Standards Board, the American Institute of Certified Public
Accountants, the U.S. Government Accountability Office and the U.S. Office
of Management and Budget.
• 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.
Networking and Special Activities
12
Level of Knowledge: Overview
Daily Schedule
14
Acknowledgments
21
Guest Activities
22
Advance Preparation: No advance preparation required
23
CPE: 14 credits have been recommended for the conference
Corporate Associates Directory
24
Biographies
35
Upcoming Events
45
Education or Experience Prerequisite: No prerequisites required
Delivery Method: Group-Live
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.
-XO\
July 21, 2015
National Association of State Auditors, Comptrollers and Treasurers
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Greetings!
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As Governor of the State of Illinois, I am pleased to welcome everyone gathered for the NASACT
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2015 Annual Conference here in Chicago.
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Since its founding in 1915, NASACT has dedicated itself to the representation of state interests
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I would like to offer my sincere gratitude and congratulations for your hard work over the years.
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encourage you to explore and discover the many attractions that Illinois has to offer.
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Sincerely
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Bruce Rauner
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Governor, State of Illinois
1
2
3
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.
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
George Robb, State Auditor, KS
Ronald L. Jones, Chief Examiner, AL
James R. Cobler, Director, Div. of
Accounts and Reports, KS
1946
2012
1945
Joseph T. Ferguson, State Auditor, OH
1979
William R. Snodgrass, Comptroller of the
Treasury, TN
1944
C. Fred Porter, State Controller, IA
1978
Robert R. Ringwood, Legislative Auditor, MT
1943
F. Gordon Kimball, State Treasurer, NH
1977
Robert S. O’Brien, State Treasurer, WA
1942
F. Clair Ross, Auditor General, PA
1976
Grady L. Patterson, Jr., State Treasurer, SC
1941
Richard E. Talbott, State Treasurer, WV
1975
Grace M. Sloan, State Treasurer, PA
1940
L.B. Maynard, State Auditor, LA
1974
John H. Kelly, State Treasurer, WV
1939
Forrest Smith, State Auditor, MO
1973
W. Hamp King, State Auditor, MS
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
1929
William “Pistol Bill” Johnson,
State Treasurer, WV
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
1972
Joe R. Williams, State Auditor, ID
2003
Lawrence F. Alwin, State Auditor, TX
1971
Jimmie “Red” Jones, State Auditor, AR
2002
Barbara Hafer, State Treasurer, PA
1970
Abram M. Vermeulen, State Comptroller, NJ
2001
Robert L. Childree, State Comptroller, AL
1969
2000
Richard D. Johnson, Auditor of State, IA
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
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
1964
Val Bjornson, State Treasurer, MN
1996
Marshall Bennett, State Treasurer, MS
1963
Raymond W. Hawksley, State Treasurer, RI
1995
Darrell R. Daines, State Controller, NV
1962
Haskel Holman, State Auditor, MO
1928
Baxter Durham, State Auditor, NC
1994
Douglas R. Norton, Auditor General, AZ
1961
James M. Smith, State Auditor, SC
1927
Joseph T. Tracy, State Auditor, OH
1993
Michael F. Fitzgerald, State Treasurer, IA
1960
C.H. Cavness, State Auditor, TX
1926
Ray P. Chase, State Auditor, MN
1992
Harvey C. Eckert, Deputy Sec. for
Comptroller Operations, PA
1959
Sidney C. Day, Jr., State Comptroller, VA
1925
Ray P. Chase, State Auditor, MN
1958
1924
Baxter Durham, State Auditor, NC
Edward J. Mazur (Aug - Nov),
State Comptroller, VA
J. Millard Tawes, Comptroller of
the Treasury, MD
1923
Harry B. Salter, Chief Auditor, NJ
1957
Henry L. Bridges, State Auditor, NC
1922
Samuel S. Lewis, Auditor General, PA
1991
Edward Renfrow, State Auditor, NC
1956
C. B. Akers, State Auditor, IA
1921
Harry B. Salter, Chief Auditor, NJ
1990
Mary Ellen Withrow, State Treasurer, OH
1955
John Graves, State Comptroller, AL
1920
J.A.O. Preus, State Auditor, MN
1989
Earle E. Morris, Jr., Comptroller General, SC
1954
Avery G. Hall, State Treasurer, NY
1919
J.A.O. Preus, State Auditor, MN
1988
Thomas W. Hayes, Auditor General, CA
1953
1987
Joan Finney, State Treasurer, KS
J. Gordon Bennett, Auditor of Public
Accounts, VA
1986
Roland W. Burris, State Comptroller, IL
1952
Jesse James, State Treasurer, TX
1985
Anthony Piccirilli, Auditor General, RI
1951
Frank Durand, State Auditor, NJ
1984
Harlan E. Boyles, State Treasurer, NC
1950
A.S.J. Shaw, State Auditor, OK
1983
John F. Rogan, State Finance Director, WI
1949
J. Edwin Larson, State Treasurer, FL
1982
Joseph H. Burris, Legislative Auditor, LA
1948
Thomas J. Buckley, State Auditor, MA
1992
4
WILLIAM G.
HOLLAND
President of NASACT
Conference Host
Auditor General
of Illinois
Dear Conference Attendee:
Welcome to Chicago, Illinois–the Windy City, the City of the Big
Shoulders, and the home of the Bears, Blackhawks, Bulls, Cubs
and White Sox!
I, along with co-hosts Illinois State Comptroller Leslie Geissler
Munger and Illinois State Treasurer Michael W. Frerichs, welcome
you to the NASACT annual conference in this 100th anniversary
year. I would like to thank NASACT’s Program Committee,
NASACT staff and staff of the host organizations for their
considerable efforts in putting this conference together.
You will find the agenda full of programs on trends and topics
relevant to the accountability profession. You will meet colleagues
and share experiences from your home states. Perhaps most
importantly, you will connect or re-connect with all the resources
that the NASACT organization can provide to assist in your
professional development.
I am also excited to share this wonderful city with you. In
addition to an outstanding conference agenda, you will enjoy
activities designed to give you a flavor of Chicago, from sea level
(a 5K run along the shores of Lake Michigan), to sky level (an
evening reception at the Signature Room on the 95th floor of the
John Hancock Center). Plan on your “spirit” to be moved Sunday
during the Gospel Brunch at the House of Blues and again as you
board the “Spirit of Chicago” Monday for an evening cruise on
the lake.
I hope you learn something new, meet some colleagues, and have
a great time over the next few days!
William G. Holland
President of NASACT, 2014-15
Photo Credit: Choose Chicago
5
7
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
2014-15 EXECUTIVE COMMITTEE
R. Kinney Poynter, Executive Director
Pat Hackney, Administrative Assistant
Glenda Johnson, Communications Manager
PRESIDENT
Donna Maloy, Conference Manager
William G. Holland
Kim O’Ryan, NASC Association Director
Auditor General
Anna Peniston, Professional Education Coordinator
Illinois
Sherri Rowland, NSAA Association Director
Lori Slagle, Finance Manager
Kathleen Young, Peer Review Coordinator
FIRST VICE PRESIDENT
Calvin McKelvogue
Chief Operating Officer
Iowa
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
William G. Holland (IL), Chair
SECOND VICE PRESIDENT
Richard K. Ellis
Paul Joyce (IN), Vice-Chair
Steve Barnett (SD)
Calvin McKelvogue (IA)
Gerry Boaz (TN)
Roger A. Norman (AR)
Pola Buckley (ME)
Rebecca Otto (MN)
Julia Burns (MA)
Beth Pearce (VT)
Justin Cajindos (IL)
Chasse Rehwinkel (IL)
SECRETARY
Carol Clark (IL)
John C. Reidhead (UT)
Debra K. Davenport
Cynthia I. Cloud (WY)
Randy Roberts (AZ)
Auditor General
Kathleen Davies (DE)
Jennifer Smith (PA)
Arizona
Richard K. Ellis (UT)
Anne Vidunas-Gladwell (NJ)
Sharon Elston (AL)
David A. Von Moll (VA)
Manju Ganeriwala (VA)
Thomas L. White (AL)
John Geragosian (CT)
Kim Williams (AR)
Chuck Hagopian (IL)
Brandon Woolf (ID)
State Treasurer
Utah
TREASURER
D. Clark Partridge
State Comptroller
Arizona
IMMEDIATE
PAST PRESIDENT
AUDITOR
REPRESENTATIVES
COMPTROLLER
REPRESENTATIVES
TREASURER
REPRESENTATIVES
Ronald L. Jones
Chief Examiner, Alabama
Roger Norman
Legislative Auditor, Arkansas
David A. Von Moll
State Comptroller, Virginia
David H. Lillard, Jr.
State Treasurer, Tennessee
David W. Martin
Auditor General, Florida
John C. Reidhead
Director, Division of Finance,
Utah
Beth Pearce
State Treasurer, Vermont
Paul Townsend
Legislative Auditor, Nevada
6
Anna Maria Kiehl
State Comptroller/
Chief Accounting Officer,
Pennsylvania
Manju Ganeriwala
State Treasurer, Virginia
OUR ILLINOIS HOSTS
H O S T S TAT E V O LU N T E E R S
HOST STATE COORDINATOR
CONFERENCE HOST
William G. Holland
Auditor General
President of NASACT
Carol Clarke, Office of Auditor General
OFFICE OF THE AUDITOR GENERAL
Jennifer Baptist
Denise Gladney
Jim Panozzo
Michael Bradley
Ryan Goerres
Sandy Sampias
Julie Bullard
Bill Helton
Becky Schlouch
Jane Clark
Tom Kizziah
Mike Stutz
CONFERENCE CO-HOST
Sarah Cors
Karla Kunzeman
Rose Tucker
Leslie Geissler Munger
Jim Dahlquist
Lisa McQueen
Mark Tucker
State Comptroller
Terri Davis
Paige Morgano
Tricia Wagner
Katie Devitt
Renee O’Neil
OFFICE OF THE STATE COMPTROLLER
Max Davis
CONFERENCE CO-HOST
Michael W. Frerichs
State Treasurer
Cristina Madridejos
Mancini
Katie Torrence
OFFICE OF THE STATE TREASURER
David Brongiel
Andrew Heffernan
Debbie Meyers-Martin
Miguel Carlon
Veronica Hejna
Alice Morales
Nikki Giancola
Zach Koutsky
Bill Nambo
7
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: Appropriate athletic attire is
recommended 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 (Room #4608).
Guest Program: Casual attire is appropriate. Please wear
comfortable shoes for walking.
Conference Sessions: Business casual attire is
appropriate.
Sunday and Monday Night Event: Business casual attire
is appropriate for the events at the Signature Room and the
Lake Michigan Cruise.
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.
Tuesday Centennial Celebration: Cocktail dress or
business attire is appropriate for Tuesday night.
INTERNET
CONFERENCE OFFICE
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 in Printer’s Row (2nd floor).
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 Printer’s Row.
Conference Office Schedule
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.
Wed
7:00 a.m. - 10:00 a.m.
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.
Wifi
Conference attendees staying at the Marriott can purchase
wifi for $1 per night in guest rooms. Complimentary wifi is
available in the hotel lobby.
CELL PHONE POLICY
LOST AND FOUND
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.
If you’ve lost it, perhaps we’ve found it! Stop by the
conference office to turn in, inquire about or claim lost
items.
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.
Your input helps make the conference better each year, so
please also fill out the evaluation form.
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Hospitality Suite Schedule
PHOTOGRAPHY
Photo/Image Credit
Photos in this brochure are used courtesy of Choose
Chicago.
Photo Disclosure
NASACT takes photos during this conference. By
participating, you are granting NASACT permission to use
your photo and name in association publications.
LOOKING BACK AT PAST NASACT ANNUAL CONFERENCES
REGISTRATION DESK
Registration Desk Schedule (5th Floor Foyer)
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.
TRANSPORTATION
See descriptions throughout this brochure for transportation
information.
Transportation sponsors for this year’s events are:
•
Berry Dunn
•
Kronos
•
Plante Moran
•
Sjoberg Evashenk Consulting
SPEAKER BIOS/PRESENTATIONS
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).
QUESTIONS OR COMMENTS
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.
NASACT’s annual conference has been held in many different locations throughout the years. Each
year, NASACT’s president has the right of first refusal to host the conference in his or her state.
Should the president choose not to host, bids are accepted for a host state. Is it time to host the
conference in your state? If you are interested in hosting a future annual conference, let us know!
2014
2013
2012
2011
2010
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Santa Fe, NM
Boston, MA
Seattle, WA
Burlington, VT
Charleston, WV
Dearborn, MI
Chicago, IL
Nashville, TN
Omaha, NE
Portland, OR
Biloxi, MS
Harrisburg, PA
Oklahoma City, OK
Coeur d’Alene, ID
St. Petersburg, FL
Cincinnati, OH
Atlanta, GA
Boston, MA
Mobile, AL
Des Moines, IA
San Antonio, TX
Baltimore, MD
Louisville, KY
Pierre, SD
Phoenix, AZ
Charleston, SC
San Diego, CA
Hershey, PA
Asheville, NC
Salt Lake City, UT
Williamsburg, VA
Kansas City, MO
Nashville, TN
Chicago, IL
1980
1979
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Hot Springs, AR
Baltimore, MD
New Orleans, LA
Seattle, WA
Charleston, SC
White Sulphur
Springs, WV
Mobile, AL
Sun Valley, ID
Honolulu, HI
Providence, RI
Louisville, KY
Jackson Hole, WY
New Orleans, LA
Las Vegas, NV
Clearwater, FL
Asheville, NC
Phoenix, AZ
Mackinac Island, MI
Honolulu, HI
Denver, CO
San Francisco, CA
Philadelphia, PA
Miami Beach, FL
Hartford, CT
Las Vegas, NV
Los Angeles, CA
New Orleans, LA
New York, NY
Phoenix, AZ
Seattle, WA
Miami Beach, FL
Atlantic City, NJ
San Antonio, TX
1947
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1918
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1916
Boston, MA
San Francisco, CA
Miami Beach, FL
New Orleans, LA
Excelsior Springs, MO
New York, NY
Dixville Notch, NH
San Antonio, TX
Seattle, WA
Biloxi, MS
Duluth, MN
Miami, FL
Denver, CO
Atlanta, GA
Chicago, IL
Richmond, VA
Biloxi, MS
New York, NY
San Francisco, CA
New Orleans, LA
Boston, MA
Hot Springs, AR
Miami, FL
Salt Lake City, UT
Asheville, NC
Denver, CO
Atlantic City, NJ
Chicago, IL
St. Paul, MN
Washington, DC
New York, NY
Saint Augustine, FL
9
C O N F E R E N C E
H O T E L
TRAVEL ASSISTANCE
NASACT members in good standing (or their designees)
are eligible to receive up to $2,000 in travel assistance to
attend the 2015 NASACT Annual Conference.
All assistance will be provided in the form of a
reimbursement after the conference. The travel
reimbursement form is available at www.nasact.org/
annual_materials.
10
CHICAGO MARRIOTT DOWNTOWN
The conference hotel is the Chicago Marriott Downtown located
in the heart of downtown Chicago, walking distance to world class
dining and shopping, on the famous Magnificent Mile!
Conference attendees staying at the Marriott can purchase wifi
Internet for $1 per night in guest rooms. Complimentary wifi is
available in the hotel lobby.
C O N F E R E N C E
M E E T I N G
S PA C E
Meeting space at the Marriott is on the 5th floor (the Conference Office and Internet Cafe are on the 2nd floor).
DENVER
KANSAS
CITY
HOUSTON
PUBLIC
STAIRS
A
B
C
EXPRESS ELEVATORS
FREIGHT
ELEVATOR
WOMEN
D
CHICAGO BALLROOM
OFFICE/
COATROOM/
REGISTRATION
BOOTHS
E
MEN
F
PUBLIC
STAIRS
H
G
HIGH RISE ELEVATORS
LOW RISE ELEVATORS
LOS ANGELES
MIAMI
SCOTTSDALE
CHICAGO MARRIOTT DOWNTOWN MAGNIFICENT MILE
540 North Michigan Avenue, Chicago, Illinois 60611
Phone 312.245.4728, Fax 312.245.6929, ChicagoMarriottDowntown.com
11
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
SUNDAY, AUGUST 23
SUNDAY, AUGUST 23
5K FUN RUN/WALK ALONG LAKE MICHIGAN
PRESIDENT’S NIGHT AT THE SIGNATURE ROOM
Must be pre-registered to participate.
All attendees and registered guests may participate.
6:15 a.m. – 9:00 a.m.
6:00 p.m. – 9:00 p.m. | Sponsored by Deloitte
Attire: Athletic Apparel
Prizes will be presented to winners of the race at the House
of Blues Brunch at 9:00 a.m. - 11:00 a.m.
6:15 a.m. Meet in lobby (refreshments will be available)
6:40 a.m. Buses depart for starting line
7:00 a.m. Race begins
SUNDAY, AUGUST 23
GOSPEL BRUNCH AT THE HOUSE OF BLUES
9:00 a.m. – 11:00 a.m. | Sponsored by
Infor and Mastercard
Attire: Business Casual
Join NASACT President William G. Holland on Sunday
evening for a special evening in the Signature Room at
the 95th Floor of the John Hancock Center. Music will be
performed by Chicago guitarist Joey Edwin.
Transportation: The John Hancock Tower is a short
walk from the hotel. For those not wishing to walk,
continuous shuttles will be available beginning at 5:45
p.m. from the hotel lobby.
MONDAY, AUGUST 24
DINNER CRUISE ON LAKE MICHIGAN
Photo Credit: House of Blues
Attire: Casual
6:30 p.m. – 9:30 p.m. | Sponsored by CGI
After the 5K Fun Run/Walk, enjoy brunch at the famous
Chicago House of Blues, just a few blocks from the
Marriott. Experience live gospel music and an all-youcan-eat buffet featuring breakfast favorites plus carving
stations, southern specialties and desserts.
Transportation: The House of Blues is a short walk
from the hotel. For those not wishing to walk, a
continuous shuttle will be available beginning at 8:45
a.m. from the hotel lobby.
9:00 a.m. Brunch served beginning at 9:00 a.m.
9:45 a.m. - 10:30 a.m. Entertainment
10:30 a.m. - 11:00 a.m. 5K Fun Run/Walk Awards
Attire: Business Casual
Prepare for a fabulous evening of music, dining and
magnificent views of Chicago’s lakefront and skyline
aboard the Spirit of Chicago.
Transportation: Meet in the hotel lobby at 6:00 p.m. for
a 6:15 departure to Navy Pier.
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TUESDAY, AUGUST 25
NASACT’S CENTENNIAL CELEBRATION
5:45 p.m. – 11:00 p.m. | Sponsored by Accenture
Attire: Business/Cocktail Attire
The State Night Gala in the Ballroom of the Marriott Hotel will
feature fine cuisine and wonderful entertainment. In honor of
the Association’s 100th anniversary, several special program
components have been planned, including:
•
Visits with famous sports figures from Chicago teams
during the reception
•
Recognition of NASACT’s Past Presidents
•
The release of a commemorative book celebrating 100
years
•
The announcement of the inaugural class of the NASACT
Hall of Fame
You won’t want to miss this very special anniversary celebration!
5:45 p.m. Reception & Autographs w/ Sports Figures
7:00 p.m. Dinner
8:00 p.m. Recognition of Past Presidents
and Hall of Fame Induction Ceremony
8:30 p.m. Dancing/Entertainment
Music/entertainment will be provided by the popular
Chicago area band “Gentlemen of Leisure.”
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D A I LY
S C H E D U L E
SATURDAY, AUGUST 22
2:00 P.M. – 5:00 P.M.
8:30 P.M. – 10:00 P.M.
HOSPITALITY SUITE (#4608)
REGISTRATION (5th Floor Foyer)
4:00 P.M. – 10:00 P.M.
HOSPITALITY OPEN HOUSE (#4608)
SUNDAY, AUGUST 23
6:15 A.M. – 9:00 A.M.
5K FUN RUN/WALK (Lake Michigan Shoreline)
Pre-registration required. Meet in lobby at 6:15 a.m. Buses leave promptly at
6:40 a.m..
10:00 A.M. – 5:00 P.M.
9:00 A.M. – 11:00 A.M.
GOSPEL BRUNCH AT THE HOUSE OF BLUES
Sponsored by Infor and Mastercard
Transportation: This event is within walking distance of the hotel; bus
transportation will also be available in the lobby beginning at 8:45 a.m.
MONDAY, AUGUST 24
7:00 A.M. – 5:00 P.M.
INTERNET CAFE (Printer’s Row, 2nd Floor)
7:00 A.M. – 5:00 P.M.
7:00 A.M. – 8:00 A.M.
BREAKFAST (Salon D)
Sponsored by Eide Bailey, SAP and The Hackett Group
9:00 A.M. – 3:00 P.M.
GUEST PROGRAM (Millenium Park & The Art Institute)
Pre-registration required. See page 22 for details. On Monday, guests will enjoy
a tour of Millenium Park and a visit to the galleries of The Art Institute, including
a three-course lunch.
8:00 A.M. – 8:45 A.M.
OPENING CEREMONIES (Salons EFGH)
12:00 P.M. – 1:00 P.M.
MEETING OF NASACT’S COMMITTEE ON ACCOUNTING, REPORTING
AND AUDITING (Denver/Houston)
Opening Remarks
William G. Holland, President of NASACT, Auditor General (IL)
1:30 P.M. – 3:30 P.M.
MEETING OF NASACT’S EXECUTIVE COMMITTEE (Denver/Houston)
Singing of the National Anthem & Pledge of Alleigance
Jim Cornelison
2:00 P.M. – 5:00 P.M.
4:00 P.M. – 5:00 P.M.
NEW MEMBER RECEPTION (#4608)
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.
Special Entertainment & Presentation of Colors
Emerald Society, Chicago Police Department
Welcome from Illinois Co-Hosts
Leslie Geissler Munger, State Comptroller (IL)
Michael W. Frerichs, State Treasurer (IL)
8:45 A.M. – 9:35 A.M.
GENERAL SESSION (Salons EFGH)
GS#1. The Importance of Being Funny: The Role of Humor in Our
Private and Professional Lives
Field of study: Personal Development
6:00 P.M. – 9:00 P.M.
PRESIDENT’S NIGHT RECEPTION AT THE SIGNATURE ROOM
(John Hancock Tower, 95th Floor)
Sponsored by Deloitte
Join NASACT President William G. Holland on Sunday night for a very special
event at the Signature Room at the John Hancock Center.
Transportation: This event is within walking distance of the hotel; bus
transportation will also be available in the lobby beginning at 5:45 p.m.
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Humor can act as both a sword and shield to defend and protect us against life.
Humor can, at times, detox if not completely explain some of the unsolvable
mysteries of life. Humor may not be able to offer definitive answers, but it
can arrest and defang our certainty. Dr. Gini is convinced that laughter offers
perspective, reinforces our humanity, and encourages hope.
Dr. Al Gini, Ph.D., Professor, School of Business, Loyola University Chicago
Moderator: William G. Holland, NASACT President and Auditor
General (IL)
9:35 A.M. – 9:55 A.M.
BREAK (Chicago Foyer)
Sponsored by CliftonLarsonAllen
9:55 A.M. – 11:10 A.M.
CONCURRENT SESSIONS
CS#1. Tech Trends in Government (Salons AB)
Field of study: Computer Science
The recent advances in digital technology are fundamentally
transforming the way both private and public sector organizations
operate. In this presentation, we outline eight current technology
trends that can influence the future of your financial management
organizations as part of state government that may help to deliver
performance improvements, cost reductions, and efficiency. In
addition, we’ll touch on some of the digital trends from the recent
Deloitte-NASACT 2015 Digital Transformation Survey that are
reshaping government financial management organizations.
Bill Briggs, Director, Deloitte
Kristin Russell, Director, Deloitte
Moderator: David Von Moll, State Comptroller (VA)
sector organizations struggled with ERP solutions that did not
support their business, were cost prohibitive to maintain and had
unpredictable annual costs.
What can you do to avoid the mistakes of the past and realize the
vast benefits of a modern statewide ERP solution? Join us for
insights into real-world examples of how state governments have
effectively implemented their statewide ERP solution on-time and
on-budget while successfully meeting their needs and positioning
them for long-term success.
Daniel Keene, Senior Vice President, U.S. State and Local
Government Solutions, CGI
Mike Smarik, Deputy State Comptroller (AZ)
Moderator/Speaker: Clark Partridge, State Comptroller (AZ)
11:10 A.M. – 11:20 A.M.
ROOM CHANGE
11:20 A.M. – 12:10 P.M.
CONCURRENT SESSIONS
CS#4. Independent Verification and Validation–
Ensuring Project Success (Salons AB)
CS#2. Winning the War for Talent
Field of study: Finance
(Denver/Houston/Kansas City)
Public sector technology projects are getting larger and more
complex, and project successes and failures are increasingly
more public and impactful. While the adoption of formal project
management methodologies and techniques is becoming more
common, a significant percentage of public sector technology
projects struggle to meet budgets, schedules, or intended
functionality. Independent verification and validation (IV&V) is a
service provided by an experienced third party that ensures the
proper visibility and management of key project success factors
such as scope, timeline, resources, and costs, while simultaneously
ensuring quality of work products throughout each phase of the
project. This session will outline the concepts of IV&V and discuss
how one state used this process in a major IT project.
Field of study: Personnel/HR
All employers–including state and local governments are facing
a long-term talent shortage–baby boomers are retiring and the
percentage of the population of working age is shrinking. Talent
that was plentiful is becoming scarce. A battle for talent is taking
place. In this session, you will learn about the nature of the
challenge, and whether the traditional talent management model
will continue to work. Is there a better model for the future?
Suzanne Bump, Auditor of the Commonwealth (MA)
William Kilmartin, Director, State and Local Government,
Accenture
Breck Marshall, Managing Director, Talent and
Organization Practice, Accenture
Cynthia Dannels, Deputy State Treasurer (SC)
Moderator: Rebecca Otto, State Auditor (MN)
Julie Batchelor, Director, Grant Thornton, LLP
CS#3. Approaches to Successfully Implementing
Statewide ERP (Los Angeles/Miami/Scottsdale)
Today’s state budgets are stretched and government executives
require cost-effective strategies for both managing and
modernizing their financial and HR systems. Executives want
to increase efficiency, transparency and accountability while
improving usability and customer service. This also includes the
addition of self-service and mobile capabilities. In the past, many
statewide ERP implementations faced challenges such as effective
governance oversight, significant upfront investments, cost
overruns, delays and even outright failures. In addition, many public
GS#1. Al Gini, Ph.D.,
Professor, School
of Business, Loyola
University Chicago
Tony Hernandez, Principal, Grant Thornton, LLP
Moderator: Richard Eckstrom, Comptroller General (SC)
CS#5. Big Data, Analytics and Lessons Learned (Salon C)
How is information being leveraged in your organization? Big Data
is the new buzz word and focus in the public sector, and advanced
analytics is not too far behind. Yet agencies are still grappling with
how to approach data and what informed insights they should glean
from the potential treasure trove of information. We are seeing
cycles to Big Data: hype, deception, and productivity. Organizations
need to get ahead of what information is being harvested and how
to use it to further your agency’s mission. In this session, lessons
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learned and application to the public sector from a case study in the private
sector will be presented.
CONCURRENT SESSIONS
Nick Curcuru, Vice President, Global Practice Leader, Big Data
Analytics, MasterCard
CS#8. Trends in Information Technology and E-Government
Steve Tae, Principal, North American Region Lead, Public Sector,
MasterCard
Field of study: Computer Science
Moderator: Beth Pearce, State Treasurer (VT)
This session will address technology trends and how they impact state finance
administrators. Overall trends and the experiences of two states, MA and OK, will
highlight examples of exciting and transformational activity happening now.
CS#6. Moving Government to the Cloud (Los Angeles/Miami/Scottsdale)
In this session hear the former deputy chief financial officer for the city of
Orlando discuss why they moved their entire HCM, Payroll and Financial system
to the cloud in one year’s time and the benefits. Key discussion points include:
•
•
•
•
•
1:25 P.M. – 2:15 P.M.
Using a “Cloud-First” policy to provide a sustainable service level
Understanding the complete total cost of ownership
Improving employee effectiveness through self-service mobile applications
Innovating through timely and accurate decision data
Ensuring business continuity through effective disaster recovery
Sherry Amos, Managing Director, Education and Government, Workday
Ray Elwell, Senior Manager, Workday (Former Deputy CFO, City of
Orlando)
Moderator: Thomas L. White, Jr., State Comptroller (AL)
CS#7. Fraud Prevention: Leveraging Technology and Science
Fraud prevention requires a holistic approach that includes waste, abuse and
illegal acts. It is no longer just a management and audit responsibility; there
must also be collaborations with IT, cybersecurity, and data science that are
dealing with identity theft and insider threat issues. In this session, you will
learn how automating manual or fragmented electronic prevention processes
by continuous monitoring across multiple systems can enable automated fraud
detection, analysis, mitigation, reporting and data science. To demonstrate this,
multiple case studies will be discussed where applied technology and data
science have been applied for risk mitigation and prevention.
J.D. Williams, Executive Director, State and Local Government, Infor
Public Sector
Brandy Manek, Director of Budget, Policy and Legislative Relations (OK)
Bob Sabo, ERP Cloud Strategic Programs Lead, Oracle Public Sector
Thomas G. Shack, Comptroller of the Commonwealth (MA)
Moderator: Brandon Woolf, State Controller (ID)
CS#9. Using Data Analytics in Government to Make Better
Decisions (Salons AB)
Nationally recognized governance and innovation expert and author, Professor
Stephen Goldsmith, explores the critical role that data plays in government
decision making. Data can help governments build trust and civic engagement,
preempt and predict problems, save taxpayer money, and enter a new era of
governance.
Stephen Goldsmith, Daniel Paul Professor of the Practice of
Government and the Director of the Innovations in American
Government Program, Harvard Kennedy School of Government
Moderator: Anna Maria Kiehl, State Comptroller and Chief Accounting
Officer (PA)
CS#10. Using the Business Case to Guide a Transformation
Procurement (Los Angeles/Miami/Scottsdale)
A comprehensive business case that includes sufficient detail can be effectively
used as a guide throughout a transformation procurement process for a new
human resources and payroll solution. The state of Maine will share a business
case process that not only provided a sound basis for the development of a
transformation future state strategy but also was leveraged as a consistent
reference for the procurement process.
Joe Arthur, Public Sector IBU Innovation Executive, Infor
Doug Cotnoir, State Controller (ME)
Moderator: Dianne E. Ray, State Auditor (CO)
Mike Russell, Advisory Director, KPMG
Moderator: John Reidhead, Director, Division of State Finance (UT)
12:10 P.M. – 1:25 P.M.
LUNCH & AWARDS PRESENTATION (Salons EFGH)
Sponsored by Oracle
Presiding: William G. Holland, President of NASACT and Auditor General (IL)
Remarks and Presentation of Awards
− President’s Awards & Special Recognition Award
Invitation from Next Year’s Conference Hosts/Prize Drawing
− Calvin McKelvogue, Chief Operator Officer, State Accounting Enterprise (IA)
− Paul D. Joyce, State Examiner (IN)
16
2:15 P.M. – 2:35 P.M.
Sponsored by Grant Thornton
2:35 P.M. – 3:50 P.M.
GENERAL SESSION
8:30 A.M. – 8:35 A.M.
OPENING REMARKS (Salons EFGH)
GS#2. Emerging Issues Roundtable I (Salons EFGH)
Always one of the most popular sessions of the conference,
the emerging issues roundtable provides NASACT members the
opportunity to discuss the most pressing, cross-cutting issues of
the day.
Moderator: Calvin McKelvogue, NASACT First Vice-President
and Chief Operating Officer, State Accounting Enterprise (IA)
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 (Salons AB)
- NSAA (Los Angeles/Miami/Scottsdale)
- State Treasurers Meeting (Salon C)
6:30 P.M. – 9:30 P.M.
DINNER CRUISE ON LAKE MICHIGAN
Sponsored by CGI
8:35 A.M. – 9:25 A.M.
GS#3. Fiscal and Other Challenges Facing
Governments: What Financial Managers Can Do to
Make a Difference
GS#2. Calvin McKelvogue,
First Vice President of
NASACT and COO, State
Accounting Enterprise (IA)
Comptroller General Dodaro will discuss some of the major fiscal
and other challenges confronting the nation and outline the critical
nature of involvement by the financial management community in
helping to address these challenges.
Gene Dodaro, Comptroller General, U.S. Government
Accountability Office
Moderator: William G. Holland, NASACT President and
Auditor General (IL)
9:25 A.M. – 9:40 A.M.
ROOM CHANGE
GS#3. Gene Dodaro,
Comptroller General,
U.S. Government
Accountability Office
9:40 A.M. – 10:30 A.M.
Enjoy a special evening cruising the Lake Michigan shoreline.
CONCURRENT SESSIONS
Transportation: Meet in the hotel lobby at 6:00 p.m. for a 6:15
departure to Navy Pier.
CS#11. What Does Big Data Mean for You?
8:30 P.M. – 10:00 P.M.
TUESDAY, AUGUST 25
7:00 A.M. – 5:00 P.M.
7:00 A.M. – 5:00 P.M.
REGISTRATION (5th Floor Lobby)
7:00 A.M. – 8:30 A.M.
BREAKFAST (Salon D)
Sponsored by ISG, Visa and Workday
“Big Data” is one of the most frequently heard buzz words in
technology today. Uses of Big Data in the public sector, and
particularly governmental entities, can include areas within fraud
and security and can play a key role in an organization’s finance
and operational metrics. How does a governmental organization
tackle the challenges and issues of Big Data? How do you know
what questions to ask and what priorities to set? How do you set
realistic and meaningful measures of success? This session will help
you understand what Big Data is and how you can harness it, using
practical examples from government agencies around the country.
Ernie Almonte, Partner, McGladrey, Northeast Public Sector
Leader
Michele Juliana, Director, McGladrey, Public Sector
Technology Consulting Leader
Moderator: Beth Wood, State Auditor (NC)
9:30 A.M. – 2:30 P.M.
GUEST PROGRAM (Architectural Tour, Gino’s East Pizzaria, Shopping)
Pre-registration required. See page 22 for details. On Tuesday,
guests will take a Wendella boat for an architectural tour. Lunch will
be at Gino’s East Pizzeria, followed by shopping on Michigan Avenue.
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CS#12. The GASB: Past, Present and Future (Salons A/B)
Field of study: Accounting (Governmental)
GASB representatives will cover a wide range of subjects including a look back at
the NASACT and GASB relationship over the past 31 years, a look at the present
with a discussion of relevant topics from the current GASB technical agenda,
and a look into the future with an overview of the results from the GASB’s
financial reporting model research. Come hear the latest on the many GASB
projects and activities of interest to the NASACT members, including leases,
fiduciary responsibilities, pension implementation issues, and the all-important
reexamination of the financial reporting model.
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)
CS#13. Security, Privacy and Identity Theft Issues – Prevention
and Detection (Los Angeles/Miami/Scottsdale)
Cybersecurity and IT security risks are more an issue today than ever before. No
company or government is immune from hacks and security risks. Examples of
recent breaches will be reviewed, and these examples will include discussion on
the impacts of such events. Review of hacking methods, recent trends, and the
level of risk exposure will be included. The session will also include discussion
of various methods to detect and monitor incidents, as well as aspects of
responding to potential security breaches. Lastly, beyond reviewing trends,
methods of breaches, impacts, and key risks, this session will include specific
discussion and review of control practices, tools, and processes to help mitigate
or decrease the risk of breach and security threats.
James Kreiser, Principal, Business Risk Services, CliftonLarsonAllen LLP
Justin Stowe, Deputy Legislative Post Auditor (KS)
Moderator: Roger Norman, Legislative Auditor (AR)
10:30 A.M. – 10:55 A.M.
Sponsored by McGladrey
10:55 A.M. – 12:10 P.M.
CONCURRENT SESSIONS
CS#14. Data Transparency in Government: From the White House
to the State House (Denver/Houston/Kansas City)
Since being signed into law in May of 2014, the far-reaching effects of the Digital
Accountability and Transparency Act (DATA Act) – an act requiring communicable,
universal, and transparent data reporting standards – have begun to emerge.
The Treasury Department and the Office of Management and Budget are due
to release initial proposed government-wide data standards this year, and the
Department of Health and Human Services is undertaking the first large-scale
pilot program to discover and test the implementation and use of standardized
data reporting.
18
This session will be led by industry insiders who have been closely following the
conception and implementation of the DATA Act from both federal and private
sector perspectives, and will cover a high-level explanation of the legislation
mandates, explain the development of data standards and rollout of the HHS
pilot program, and discuss the implications for state financial organizations as
well as the actions to be taken right now and over the next five years for the
organizations to best position themselves and remain ahead of the data curve.
Also during this session, you will also learn about a new transparency initiative
launched by the Ohio State Treasurer’s Office, propelling Ohio from 46th to
first in government transparency. Now, the treasurer is calling on Ohio’s local
governments and schools to post finances online.
Hudson Hollister, Executive Director, Data Transparency Coalition
Amy Edwards, Senior Advisor, Financial Transparency, U.S. Department of
the Treasury
Seth Unger, Senior Policy Advisor for Public Affairs, Office of the State
Treasurer (OH)
Moderator and Speaker: Gila Bronner, President and CEO, Bronner Group
CS#15. Economic Report for the States (Salons A/B)
Field of study: Economics
This session will address a variety of economic trends and emerging issues
impacting the states. 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 discuss current credit trends
and challenges for state governments given the current economic climate.
Scott D. Pattison, Executive Director, National Association of State Budget
Officers
Michelle Sager, Director, Strategic Issues, U.S. Government Accountability
Office
Robin Prunty, Managing Director, U.S. State Ratings Group, Standard &
Poor’s
Moderator: Manju Ganeriwala, State Treasurer (VA)
CS#16. GASB’s New Pension Standard: Views from the Actuary
and the Practitioner (Los Angeles/Miami/Scottsdale)
Field of study: Accounting (Governmental)
This session will examine the impacts of the GASB’s new pension standard
(Statement No. 68). First, an actuary will explore the differences in the nature
of actuarial values for pensions on the balance sheet relative to the other
discloses of assets and liabilities. The nature, volatility and uncertainty of the
net pension liability will be highlighted. Next, you’ll hear practical applications of
implementing and auditing this new accounting standard.
Ken Kent, Principal Consulting Actuary, Cheiron
Eric Berman, Partner, Eide Bailly
Lelann Miller, Partner, Eide Bailly
Moderator: Gerry Boaz, Technical Manager, Division of State Audit, Office of
the Comptroller of the Treasury (TN)
12:10 P.M. – 1:25 P.M.
LUNCH (Salons EFGH)
Sponsored by Bronner Group
1:25 P.M. – 2:15 P.M.
CONCURRENT SESSIONS
CS#17. OMB’s New Uniform Grant Guidance: Dynamic
Changes Lie Ahead (Salons AB)
Field of study: Auditing (Governmental)
By now, you’ve heard about OMB’s new uniform grant guidance and
2 CFR Part 200. But, do you know how these federal grant related
changes will impact you, your work, and your organization? Come to
this session to hear critical information you and your organization
should know in order to be ready to tackle these reforms.
Presenters will provide key insights into the implementation and
give you practical approaches to help you prepare.
least compliant with EMV standards. Attend this session to learn
what impact this might have on government and lessons learned so
far in the private sector.
Orson Morgan, Senior Account Executive, Public Sector and
Higher Education, Visa, Inc.
Julie Tvedt, Senior Global Product Manager, U.S. Bank,
Corporate Payment Services
Moderator: Richard Ellis, State Treasurer (UT)
2:15 P.M. – 2:45 P.M.
Sponsored by ACL and CherryRoad Technologies
2:45 P.M. – 3:35 P.M.
Michelle Watterworth, Partner, Plante Moran
GS#4. Why Washington Rarely Works and Campaigns
Never Stop: Looking at How the Elected and the
Electorate Have Changed
Moderator: Debbie Davenport, Auditor General (AZ)
Field of study: Specialized Knowledge and Applications
Adam Roth, CEO, StreamLink Software
CS#18. State Trends in Benchmarking
States continue to improve operations and gain efficiencies by
benchmarking operations against peers. Today’s session will
provide insights on just how states comparably stack up with
their peers and top performers and where they are trending for the
future. Learn how one state, Wyoming, is using benchmarks to
optimize current technology to drive greater efficiencies in finance
and human resources. Next, hear from Delaware, which has gone
through the NASACT benchmarking process twice, to learn how it
improved from the first benchmark to the second.
Ron Elving will tap into his experience as a senior Washington
editor and correspondent to discuss the current political and
legislative environment and what it means for the future. He
will focus on the changes to House and Senate processes, the
tyranny of money and the media, and the ways constituents and
constituencies participate in Washington today. He will cover
the 2016 presidential contest and the struggle for control of
Congress. Other issues will include the 2017 federal budget
process, prospects for another government shutdown, the future of
Obamacare, the Iran deal, immigration and social controversies.
GS#4. Ron Elving,
Senior Washington
Editor & Correspondent,
NPR News
Ron Elving, Senior Washington Editor and Correspondent,
National Public Radio News
Moderator: Mike Frerichs, State Treasurer (IL)
Cynthia Cloud, State Auditor (WY)
Kristopher Knight, Director, Division of Accounting (DE)
Patty Miller, Senior Director, The Hackett Group
Moderator: Diane Langham, Fiscal Management Director (MS)
CS#19. New EMV Chip Technology and Compliance
Mandate: Are You Ready? (Los Angeles/Miami/Scottsdale)
EMV is a global standard for chip card payments and acceptance.
Chip cards are equipped with microchips that store and protect
cardholder data and possess the technology to uniquely
authenticate chip-card transactions. In the wake of numerous
large-scale data breaches and increasing rates of counterfeit
card fraud, U.S. card issuers and merchants are migrating to this
technology to protect consumers and reduce the costs of fraud.
Effective October 1, 2015, the liability for fraudulent transactions at
the point of sale will shift to the party, merchant or issuer, who is
3:35 P.M. – 3:45 P.M.
ROOM CHANGE
3:45 P.M. – 4:45 P.M.
NASACT BUSINESS MEETING (Los Angeles/Miami/Scottsdale)
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
2015-16 Executive Committee will be approved.
Presiding: William G. Holland, President of NASACT and Auditor
General (IL)
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5:45 P.M. – 11:00 P.M.
CENTENNIAL CELEBRATION (Salons DE)
9:50 A.M. – 10:10 A.M.
Sponsored by Accenture
Sponsored by Ernst & Young and Standard & Poor’s
Join us as we celebrate NASACT’s 100th Anniversary. Special
events for this evening will include recognition of NASACT’s
Past Presidents and introduction of the inaugural class of the
NASACT Hall of Fame. See page 13 for more details.
10:10 A.M. – 11:00 A.M.
5:45 p.m.
7:00 p.m.
8:00 p.m.
8:30 p.m.
Reception
Dinner
Centennial Celebration Program
Dancing/Entertainment
WEDNESDAY, AUGUST 26
7:00 A.M. – 10:00 A.M.
7:00 A.M. – 8:30 A.M.
BREAKFAST (Salon D)
Sponsored by KPMG and Streamlink Technologies
8:30 A.M. – 8:35 A.M.
OPENING REMARKS (Salons EFGH)
8:35 A.M. – 9:50 A.M.
GS#5. Patterns Matter in Analytics
Field of study: Statistics
GS#5. Cynthia Storer,
Former CIA Analyst
Hear how the use of analytics and examining data to find
meaningful patterns can make a difference from CIA analyst
Cynthia Storer, who was featured in the HBO documentary
Manhunt: The Inside Story of the Hunt for Bin Laden. The film
chronicles the CIA’s 20-year global chess match against
al-Qaida.
Storer was a member of “The Sisterhood,” an unofficial term
for a group of mostly women CIA analysts who were the first
to identify and track al-Qaida and the rise of Osama bin Laden.
The group’s work provided evidence of the growing threats
posed by the rise in radicalization of the militant organization –
well in advance of 9/11.
Cynthia Storer, Former Senior CIA Analyst
Moderator: Leslie Geissler Munger, State Comptroller, (IL)
20
GS#6. Emerging Issues Roundtable II
To further discuss issues from the conference’s first roundtable
session or to raise new questions, the second roundtable will
provide participants another chance to raise issues currently
facing their organizations.
Moderator: Calvin McKelvogue, Chief Operating Officer,
State Accounting Enterprise (IA)
11:00 A.M. – 11:10 A.M.
CLOSING REMARKS (Salons EFGH)
Calvin McKelvogue, Chief Operating Officer, State
Accounting Enterprise (IA)
Don’t forget to turn in
your CPE forms and
evaluation forms at the
registration desk!
Thank you for your
participation in the
2015 NASACT Annual
Conference!
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 2015
NASACT Annual
Conference.
Thank you for
your support!
MEDIA PARTNERS
Accenture
CGI
Deloitte
GOLD CORPORATE ASSOCIATES
Bronner Group
Oracle Corporation
SILVER CORPORATE ASSOCIATES
CliftonLarsonAllen
Eide Bailly LLP
Grant Thornton
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.
Infor
ISG (Information Services Group)
KPMG
MasterCard
McGladrey LLP
SAP
Streamlink Technologies
The Hackett Group
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.
Visa
Workday
GENERAL SPONSORS
Citi
BRONZE CORPORATE ASSOCIATES
ACL
First Data
Wells Fargo Bank
Berry Dunn
CherryRoad Technologies
Ernst & Young
Kronos
Plante & Moran, PLLC
Sjoberg Evashenk Consulting
Standard & Poor’s
21
G U E S T
A C T I V I T I E S
MONDAY, AUGUST 24
TUESDAY, AUGUST 25
MILLENNIUM PARK AND THE ART INSTITUTE
ARCHITECTURAL TOUR, PIZZA AT GINO’S & SHOPPING
9:00 a.m. – 3:00 p.m.
9:30 a.m. – 2:30 p.m.
Meet in the lobby at 8:45 a.m. Return to hotel by 3:00 p.m.
Meet in the lobby at 9:15 a.m. Return to hotel by 2:30 p.m.
Today’s activites will begin with a bus ride to Chicago’s Millennium
Park near the city’s Lake Michigan shoreline section of Grant
Park. The public park, opened in 2004, features four major artistic
highlights: the Jay Pritzker Pavilion, Cloud Gate (a.k.a. “The
Bean”), the giant faces of Crown Fountain, and the Lurie Garden. A
masterpiece of accessibility and green design, the park sits atop
a parking garage and commuter rail Millennium Station, and is
considered the world’s largest rooftop garden.
A short walk from the Marriott Hotel will take you to the Chicago
River where you will board the Wendella Sightseeing boats for
their fun and friendly Architectural Tour. Led by an expert guide,
the focus is on Chicago’s world-renowned architecture on all
three branches of the river.
From Millennium Park you will walk across the street to the Art
Institute of Chicago, named the #1 Museum in America by Trip
Advisor in 2014. Founded in 1879, this spectacular Windy City
attraction is home to more than 300,000 pieces of art, including
the famous “American Gothic” painting by Grant Wood and “Water
Lilies” by Claude Monet. In addition to its permanent displays,
the museum hosts 30 rotating exhibitions and hundreds of gallery
talks and performances each year.
After the tour, you’ll head to the famous Gino’s East Pizzeria just
off Michigan Avenue and Superior Street. This is the original
Gino’s East which opened in 1966 and became an instant legend
with local Chicagoans, national celebrities and visitors from
around the world. If you’re not in the mood for their legendary
deep dish pizza, other tasty fare will be available.
After lunch, you will have time to do a little shopping on
Michigan Avenue or head back to the hotel to rest before the
evening’s event.
Please wear comfortable walking shoes!
After a 60-minute guided tour, you will enjoy a 3-course lunch
in the beautiful Millennium Park Room of the Art Institute. After
lunch, you will be able to roam the galleries on your own to find
your favorites before the bus heads back to the hotel.
Please wear comfortable walking shoes!
22
NASACT 2016
ANNUAL CONFERENCE
August 13-17 | Indianapolis, Indiana
Mark Your Calendar for NASACT 2016 in Indianapolis!
23
C O R P O R AT E
A S S O C I AT E
Accenture is a global management
consulting, technology services and
outsourcing company, with more than
336,000 people serving clients in more than
120 countries. By combining unparalleled
experience, comprehensive capabilities across
all industries, and extensive research on
the world’s most successful organizations,
Accenture collaborates with clients to
transform the way they are delivering public
service for the future.
ACL has worked with leading government
agencies to assist government auditors and
financial managers in analyzing vast amounts
of data with speed and efficiency, enabling
quick identification of areas of high risk, while
saving time, effort and money. Learn more at
www.acl.com/government.
BerryDunn is an independent, objective
management and IT consulting and certified
public accounting firm made up of experts who
have served clients nationally for 41 years.
Our Government Consulting Group helps state
governments strengthen business processes,
reduce risks, and maximize investments in
technology through strategic management and
IT planning.
Bronner Group, LLC is the trusted advisor to
governments across America as they develop
actionable strategy, implement effective
transformation, and meet needs for greater
accountability. Woman-owned since its
founding in 1987, BRONNER’s reach extends
coast-to-coast with 10 offices and over 450
clients. BRONNER professionals are expert
analysts, executives, and innovators.
As a full-service systems integrator and
managed services provider with 68,000
professionals worldwide, 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
24
D I R E C T O R Y
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.
Grant Thornton’s Global 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.
www.grantthornton.com/publicsector
CLA is a top 10 professional services firm
delivering audit, tax, advisory and outsourcing
capabilities to our clients through industry
focused groups. With more than 40 years of
experience, CLA’s state and local government
professionals serve more than 1,700 local,
county and state government agencies. For
more information, visit http://claconnect.com/
government.
The Hackett Group is a 20-year global
strategic advisory firm and a leader in best
practice, benchmarking, and transformation
consulting services. Utilizing our experience
performing 7,500 benchmarks and having
worked with over 20 states we provide best
practices and implementation insights to
leadership to quickly define and prioritize
initiatives.
State government today requires the tools
to empower its people. At Deloitte, our
public sector experience and private sector
insights shape understanding and deliver the
answers you need to move forward in financial
management advisory services, workforce,
operations, performance, cost management
and technology. As the world’s largest
consulting firm, we can help you take decisive
action and achieve sustainable results.
Infor is the world’s largest industry-focused
cloud applications company, helping more
than 3,600 public sector organizations
improve operations and eliminate silos
through a host of government specific
solutions including financial management,
procurement, human capital management,
asset management, and community
development. Learn more at infor.com.
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.
EY is a global leader in assurance, tax,
transaction and advisory services. The insights
and quality services we deliver help build
trust and confidence in the capital markets
and in economies the world over. We develop
outstanding leaders who team to deliver on
our promises to all of our stakeholders.
ISG Public Sector (formerly STA Consulting)
provides independent advice and assistance
for public sector clients across the US. Our
ERP-related services include: Business
Case Development, Requirements Definition,
Business Process Mapping, RFP Development,
Evaluation and Selection Support, Contract
Negotiations, Project Management, Change
Management, and Strategic Planning.
KPMG’s Government practice helps clients
meet their evolving financial management and
business needs through a multidisciplinary
range of audit, tax and advisory services. We
have been serving government clients for over
80 years and have extensive knowledge and
experience with important state and local
programs. Contact: Manolet Dayrit, Principal,
[email protected]
Plante Moran provides independent
technology, operational and financial
consulting services to over 500 state and
local governments. We specialize in helping
state and local governments minimize risk and
maximize technology investments. We provide
the guidance and counsel you need, and you
can have confidence in the objectivity of our
recommendations.
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.
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.
For more than 20 years, Visa has been a
trusted partner of public sector organizations.
Every day, we help state and local government
agencies make payments conveniently and
efficiently while increasing transparency and
insight. We welcome the opportunity to discuss
ways to improve your procure-to-pay and
entitlement distribution processes.
At McGladrey, we understand the challenges of
the public sector. Our dedicated industry team
helps government entities across the country
improve performance through a comprehensive
understanding of their assurance needs,
technology requirements, internal processes,
objectives and daily realities. That’s the power
of being understood. Experience the power at
www.mcgladrey.com.
Sjoberg Evashenk, a full-service consulting
firm specializing in the public sector. Led by
former California State Auditor Kurt Sjoberg
and Chief Deputy Marianne Evashenk, our
innovative, highly experienced, professional
teams provide exceptional management
consulting, performance audits, program
evaluations, and organizational development
services to government entities across the
Western United States.
Workday is a leading provider of enterprise
cloud applications for finance and human
resources. Founded in 2005, Workday delivers
financial management, human capital
management, and analytics applications
designed for the world’s largest companies,
educational institutions, and government
agencies. Hundreds of organizations, ranging
from medium-sized businesses to Fortune 50
enterprises, have selected Workday.
With more than 400,000 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.
Standard & Poor’s Ratings Services is the
world’s leading provider of independent credit
risk research and benchmarks. Our research
and opinions about relative credit risk provide
market participants with information and
independent benchmarks that help to support
the growth of transparent, liquid debt markets
worldwide.
Kronos is the leader in workforce management
solutions that enable public sector
organizations to more effectively manage their
largest and most controllable expense—their
employees. Today over 2,000 government
organizations use Kronos time and attendance,
scheduling, absence management, HR and
payroll, hiring, and labor analytics applications.
MasterCard, 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.
25
26
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.
sStreamline and automate the budget process to
improve efficiency and transparency
sManaged services reduce risk and costs while
improving cost predictability
sIntegrated debt collections to increase revenue
while minimizing or even eliminating upfront
investment
6
of the last 7 states
to move forward
with ERP
modernization
chose CGI
$3B+
in additional
state revenues
certified from using
CGI solutions
27
Nothing speeds you to
efficiency like innovation
Our state clients reinvent and reimagine themselves, becoming
more efficient and effective on issues ranging from financial
reporting to strategic sourcing. Whether it’s cost reduction,
performance management, shared services, analytics, or reform,
Deloitte brings a distinct blend of public sector experience
and private sector insight. Looking to innovate your way to
efficiency? Look to Deloitte.
Learn more at www.deloitte.com/us/cxo
As used in this document, “Deloitte” means Deloitte LLP and its subsidiaries. Please see www.deloitte.com/us/about for a
detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest
clients under the rules and regulations of public accounting.
Copyright © 2015 Deloitte Development LLC. All rights reserved.
36 USC 220506
28
BRONNER WELCOMES YOU
TO CHICAGO AND CONGRATULATES
NASACT ON 100 YEARS
OF ENHANCING ACCOUNTABILITY
IN GOVERNMENT
Since 1987, BRONNER has delivered comprehensive, effective, and actionable solutions to over
450 government entities across the nation. Find out more at www.bronnergroup.com.
Chicago . Atlanta . Albany . Boston . Ft. Lauderdale . Indianapolis
. Los Angeles . New York . Philadelphia . Washington DC
Modern ERP Cloud
Complete Financials, Procurement, Projects, EPM & Value Chain
Global 23 Languages, Localized for 50+ Countries
Real-Time Analytics & Social Collaboration
Enterprise
Performance & Security
Ready
oracle.com/erp
Copyright © 2015, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates.
29
NAVIGATE
THE FUTURE
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DŽǀĞĨŽƌǁĂƌĚǁŝƚŚĐŽŶĮĚĞŶĐĞĂŶĚƚŚĞƐƵƉƉŽƌƚ
ŽĨƉĞŽƉůĞǁŚŽĂƌĞƉĂƐƐŝŽŶĂƚĞĂďŽƵƚŐŽǀĞƌŶŵĞŶƚ͘
>ĐŽŶŶĞĐƚ͘ĐŽŵͬŐŽǀĞƌŶŵĞŶƚ
ADVISORY | OUTSOURCING | AUDIT AND TAX
YOU SHOULDN’T HAVE TO
CHOOSE BETWEEN
EXCEPTIONAL SERVICE AND
EXCEPTIONAL RESULTS
Our experience with state governments runs deep, just like our
services. From audit to GASB implementation and technology
consulting, we offer solutions and ideas to help government
officials manage their many challenges. We get government.
866.672.4761
CloudSuite™
Business
www.eideb a il l y. com
CloudSuite™
Public Sector
infor.com/cloud
30
Information systems consulting for
the public sector
Wehaveproudlyassisted19stateswith
statewideERPprojects.
ISGisyourindependentsourceof
ERPandBudgeting
strategicplanning,acquisitionassistanceand
implementationadvisoryservices.
Personal attention
National experience
Keeping up with evolving challenges
takes more than the right system.
It takes the right strategy. That’s
where KPMG can help. Our
end-to-end approach will help
you take advantage of disruptive
technologies like data &
analytics, cloud, and mobility.
So you not only implement
a system for today, you
transform your business
for tomorrow.
Contact Manolet Dayrit
at [email protected]
© 2015 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. NDPPS 392835
System
implementation
vs. Business
transformation.
kpmg.com
Formoreinformation,contactNathan Frey
512.970.0745xnathan.frey@isgͲone.com
http://www.isgͲone.com/web/industries/publicͲsector/
Power comes from being understood.®
When you trust the advice you’re getting, you know your
next move is the right one. To learn more, contact us at
800.274.3978 or www.mcgladrey.com
[email protected]
McGladrey is a proud sponsor of the National Association of
State Auditors, Comptrollers and Treasurers.
©2015 McGladrey LLP. All Rights Reserved. AP-NT-ALL-GE-0715
31
Get More Out of Your Grants
Unify huge volumes
of data from disparate
sources and perform
complex analyses to
uncover new insight
with analytics solutions
from SAP.
<-£&!6!$-;@j29<8'316£-!2$'j2$8'!9'ă$-'2$@
Find Recipients
Distribute Funds
8'!;'6638;<2-ধ'9
End-to-End
Grant Management
Find Grants
Receive Funds
Monitor Cash Flow
Report Performance
See Adam Roth Present “Dynamic Changes
Occurring as a Result of OMB Uniform Grant
Guidance” - Session #17
www.amplifund.us
Measurable Improvement
for State Government
The NASACT Benchmark and Advisory
Program provides benchmarks and advice in
finance, IT, procurement and HR/payroll to
help state governments objectively identify
the highest-yield areas for
process improvement.
Make sure your improvement
initiatives are based on fact –
learn more about the NASACT
Benchmark and Advisory
Program at http://www.nasact.
org/nasact_benchmarking
or contact Patrick West,
[email protected],
or 770-225-7473
Increase efficiency.
Decrease costs.
Enhance data.
Improve transparency.
Reduce paperwork.
Obtain vendor discounts.
Visa Commercial Solutions.
Learn how Visa Commercial Solutions can
help public servants streamline their agencies’
procure-to-pay processes by contacting
Orson Morgan at [email protected]
or visiting visa.com/commercial.
© 2014 Visa. All Rights Reserved.
ed
32
Stamp out fraud,
waste and abuse
by incorporating ACL’s industry-leading
One global finance system
for large enterprises.
data analysis technology into your work.
Learn more at www.acl.com/government
Real-time analytics.
No more “I don’t knows.”
GAIN INSIGHT
Independent, objective
management and IT consultants
So you can grow.
berrydunn.com
workday.com/financialmanagement
We are proud to be part
of the 2015 NASACT
Annual Conference.
www.cherryroad.com
By working with governments and
business to foster sustainable,
long-term growth we’re helping
build a better future.
Proud
the
Proudto
tobe
be aa sponsor
sponsor of the
2014NASACT
NASACT Conference
Conference
2015
Visit ey.com
© 2015 Ernst & Young LLP. All Rights Reserved.
.
{A trusted advisor.}
For over 70 years, state and local governments
have trusted Plante Moran to provide
independent technology, operational, and
financial services. We provide practical solutions
to complex issues, and you can have confidence
in the objectivity of our recommendations.
government.plantemoran.com
33
LOOKING FOR COST-EFFECTIVE IN-HOUSE TRAINING?
CHECK OUT NASACT’S TRAINING SEMINARS PROGRAM!
Through the Training Seminars Program, NASACT members can schedule specialized training seminars tailored to
meet targeted staff training needs. Experienced consultants conduct the sessions, which can cover topics ranging
from auditing and accounting to human resources and information technology.
An all-inclusive seminar fee covers consultant fees and expenses, as well as planning services provided by NASACT.
The state hosting the training coordinates on-site
logistics and provides CPE credit.
To find out more, contact Anna Peniston at
(859) 276-1147 or [email protected].
34
B I O G R A P H I E S
BAGPIPES & DRUMS OF THE EMERALD SOCIETY, CHICAGO POLICE
DEPARTMENT
The bagpipes and drums of the
Emerald Society formed in 1982
to honor fallen police officers
and firefighters killed in the line
of duty. Besides their primary
function, the band has expanded
its purpose to promote the
appreciation of piping music. To
this end, the band performs at
numerous parades & special events throughout the year. As members of the
Midwest Pipe Band Association, they have been in several movies including
Backdraft, The Fugitive, The Package and the Negotiator.
This group performed for us at the NASACT Annual Conference in Chicago in
2008, and we are honored to have them return to our 2015 annual conference
to celebrate our 100th Anniversary
ERNIE ALMONTE is a partner
at McGladrey and is a firmdesignated government, notfor-profit and higher education
specialist with more than 37 years
of experience. Mr. Almonte works
in the Boston not-for-profit/public sector industry
team. He has managed the audits of numerous
public sector and not-for-profit organizations and
has provided technical assistance on accounting and
financial reporting issues to these organizations. He is
a frequent speaker on industry related topics.
Mr. Almonte will be focusing on assurance services
including audits, information technology solutions,
and financial solutions for federal, state and local
governments, and universities and school systems.
Prior to joining McGladrey, Mr. Almonte spent 16
years as the auditor general of Rhode Island, where
he was responsible for the Rhode Island’s financial,
performance and fraud audits. In that role, he
was responsible for the $8 billion dollar CAFR and
overseeing the audits of the quasi-public agencies and
municipalities. He has provided training nationally on
topics such as the Yellow Book and other accounting
standards, and fraud risks for federal, state and local
professionals serving government, not-for-profit and
NATIONAL ANTHEM SUNG BY JIM CORNELISON
Jim Cornelison is the Star
Spangled Banner Singer for
the Chicago Blackhawks.
Jim has been the sole
anthem singer for the
Blackhawks since the
2008-09 hockey season.
Back in 1985, the
Blackhawks, wanting to
get their team hyped up even before the puck dropped, started cheering
all through the American Anthem. The tradition has grown immensely
since then. It gained national notoriety during the 1991 Gulf War when
Chicago Stadium played host to the NHL All Star Game. The tradition
continues to and is revered among Chicago sports fans. As it has grown
in popularity, so too has Jim’s rendition.
We encourage the Blackhawks tradition of celebrating the National
Athem as Jim belts out his version. Jim is excited to get our conference
started off with a bang!
higher education clients. He has served in numerous
positions as chairman of audit committees including
universities and the Department of Defense Audit
Advisory Committee at the Pentagon.
SHERRY AMOS brings over 20
years of experience to her role
leading industry strategy for
the education and government
industries for Workday. She is
responsible for working with
customers, partners, and industry trend influencers
to bring high-value, next-generation, cloud solutions
to market. Prior to joining Workday, she led industry
strategy teams for SAP for all regulated industries,
including state and local government, education,
federal government, utilities and healthcare. Ms.
Amos has also previously held executive positions
with Oracle and Peoplesoft in strategy, product
management, and marketing roles.
JOE ARTHUR is the public sector
IBU innovation executive for Infor.
In this role, he is responsible
for driving strategic initiatives,
key industry partnerships and
relationships to enable clients
to leverage Infor solutions and services to more
effectively serve their customers, constituents,
partners, and employees. Mr. Arthur is an active
participant in various industry organizations to help
government and industry exchange information and
collaborate on technology opportunities.
Mr. Arthur has over 30 years of experience in both the
public and private sectors in a variety of senior roles
that focus on emerging technologies and intersections
of business strategy and technology. He has worked
with federal, state and local, fortune 500 companies,
midsize and small business to implement new
technologies or establish/expand service offerings in
strategic markets.
JULIE BATCHELOR is a director
in the state and local public
sector practice of Grant Thornton.
She has more than 25 years
of experience in information
technology, enterprise financial
management and engineering for government
agencies. Ms. Batchelor has expertise in information
technology strategy, enterprise governance, business
process re-engineering, information security and
risk management, application development, and
large-scale system implementations. Ms. Batchelor
has broad experience supporting enterprise financial
35
and engineering operations. She has managed multiple
enterprise projects in financial services, engineering,
transportation, and shared services. Prior to joining
Grant Thornton, she was deputy state controller for the
North Carolina Office of the State Controller, where she
served as chief information officer.
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 served as
deputy chairman of the International Public Sector
Accounting Standards Board until December 31,
2012 and currently serves on the IPSASB Conceptual
Framework 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. Mr. Bean 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.
ERIC S. BERMAN, MSA, CPA,
CGMA, 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 Brown Armstrong
Accountancy Corporation in Pasadena, 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.
Mr. Berman is a licensed CPA in Massachusetts
and also holds practice privileges (with attest) in
California. He obtained an M.S. in accountancy from
Bentley University.
Mr. Berman represents the Association of Government
Accountants as the vice chairman of the Government
Accounting Standards Advisory Council and chairs
the AGA’s Financial Management Standards Board.
36
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.
Mr. Berman is frequently called upon to consult
and train state and local governments throughout
the country on governmental accounting and
auditing. He is the author of the Governmental
GAAP Guide, the Governmental GAAP Practice Manual,
the Governmental GAAP Update Service, Knowledge
– Based Audits – State and Local Governments,
Knowledge Based Audit Tools – State and Local
Governments and Knowledge Based Audit Tools – OMB
Circular A-133 Audits, all for Wolters – Kluwer
Commerce Clearinghouse (CCH).
BILL BRIGGS is chief technology
officer of Deloitte Consulting
LLP. His 17+ years with Deloitte
have been spent delivering
complex transformation programs
for clients in a variety of
industries (including financial services, healthcare,
consumer products, telecommunications, energy and
public sector). Mr. Briggs is a strategist with deep
implementation experience–helping clients anticipate
the impact that new and emerging technologies may
have on their business in the future, and getting
there from the realities of today. In his role as CTO,
Mr. Briggs is responsible for helping to define and
communicate the vision for Deloitte Consulting LLP’s
technology services, identifying and communicating
those technology trends affecting clients’ businesses,
and shaping the strategy for Deloitte Consulting LLP’s
emerging services and offerings.
As the former global lead for Deloitte Digital, he was
responsible for the launch and growth of a new global
practice redefining the vision of a digital agency.
Deloitte Digital offers a mix of creative, strategy,
user experience, engineering talent, and technology
services to help clients harness disruptive digital
technologies to redesign “business as usual” – to
engage differently with customers, change how work
gets done, and rethink the very core of their markets.
Mr. Briggs earned his undergraduate degree in
computer engineering from the University of Notre
Dame, and his M.B.A. from the
Kellogg School of Management at
Northwestern University.
SUZANNE M. BUMP is the
twenty-fifth auditor of the
commonwealth of Massachusetts,
one of six constitutional officers in Massachusetts,
and the first female to serve in this role in the state’s
history. Since being elected to office in 2010, Auditor
Bump has made it her mission to make government
work better. To her, better government means
government that is more effective, more efficient, more
accountable and more transparent.
To model the behavior she expects in government,
Auditor Bump has implemented the highest standards
of professionalism and performance for her office and
strives for innovation through the use of emerging
technologies. Upon taking office, Auditor Bump was
able to lead her office in just three years from failing
an outside review from the National State Auditor’s
Association to receiving its highest rating in 2014.
Prior to her election, Auditor Bump served in Governor
Deval Patrick’s cabinet as secretary of labor and
workforce development and had represented the town
of Braintree for eight years in the state’s House of
Representatives. In the private sector, she worked as a
business advocate, legal counsel, and has sat on the
boards of numerous non-profit organizations including
the South Shore Chamber of Commerce and St. Francis
House.
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.
A native of Whitman, Massachusetts, Auditor Bump is
a graduate of Boston College and Suffolk University
School of Law.
CYNTHIA CLOUD was elected
Wyoming’s state auditor
(comptroller function) in 2010
and re-elected in 2014. Ms.
Cloud serves as the twentieth
state auditor, and is the first
certified public accountant elected to this office. She
is responsible for the preparation of the comprehensive
annual financial report on the fiscal affairs of
the state. Her duties also include being the chief
accountant and payroll officer for state agencies.
Ms. Cloud has over 16 years in public accounting and
is a successful business owner. In 1991, she graduated
magna cum laude from the University of Alabama with
a bachelor of science in accounting.
DOUG COTNOIR is the state
controller of Maine. Mr. Cotnoir
began his career with state
government in 1984. In his 30
years of service to the state
of Maine, he 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 the National Association of State
Auditors, Comptrollers and Treasurers; Association of
Government Accountants; and the Institute of Internal
Auditors.
NICK CURCURU is the vice
president for big data at
MasterCard Advisors. He has been
consulting for nearly 20 years,
delivering advanced analytic
data driven solutions. He has
applied his experience in developing and deploying
enterprise information management strategy to help
banks, merchants, health care organizations and
governments realize the promise of big data all in a
secure environment.
Mr. Curcuru joined MasterCard Advisors from the SAS
Institute, where he worked across multiple industries:
retail, manufacturing, transportation, hospitality,
entertainment, media and communications using factbased decision making and hypothesis driven analysis
to achieve client objectives. He speaks regularly on
turning data into actionable use cases and how to
achieve a secure Hadoop environment through people,
process and technology.
information technology, unclaimed property and
college savings program divisions. Prior to joining
the State Treasurer’s Office, she held multiple senior
level positions while working for SC Housing, the SC
Department of Commerce and the SC Department of
Parks, Recreation and Tourism.
Ms. Dannels is a graduate of the University of South
Carolina’s School of Business Administration. She
received her certified public manager credential
in 2005, is a past president of the SC Society of
Certified Public Managers and was selected as the
2011 Harwood Award recipient. She is also a past
board member of the State Government Improvement
Network, served on the Human Resources Committee
of the 2003 Governor’s MAP Commission and
completed executive training with the Governor’s
Excel Leadership Institute and the Notre Dame NCSHA
Leadership Consortium.
GENE L. DODARO became the
eighth comptroller general of the
United States and head of the
U.S. Government Accountability
Office on December 22, 2010,
when he was confirmed by the
United States Senate. He was nominated by President
Obama in September of 2010 from a list of candidates
selected by a bipartisan, bicameral congressional
commission. He had been serving as acting
comptroller general since March of 2008.
He has contributed to several books in his career
including Arthur Andersen’s Global Lessons in ActivityBased Management, John Wiley & Sons, Inc., 1999 and
The House Advantage Playing the Odds to Win Big in
Business, Palgrave McMillan 2010.
Mr. Dodaro has testified before Congress dozens of
times on important national issues, including the
nation’s long term fiscal outlook, efforts to reduce and
eliminate overlap and duplication across the federal
government and GAO’s “High Risk List” that focuses
on specific challenges—from reducing improper
payments under Medicare and Medicaid to improving
the Pentagon’s business practices. In addition Mr.
Dodaro has led efforts to fulfill GAO’s new audit
responsibilities under the Dodd-Frank Wall Street
Reform and Consumer Protection Act.
He received his M.B.A. from Rollins College Crummer
Graduate School of Business and his undergraduate
degree from the University of Michigan. He also has
certifications in advanced revenue management
from Cornell University and the project management
professional credential from the Project Management
Institute.
As Comptroller General, Mr. Dodaro helps oversee
the development and issuance of hundreds of reports
and testimonies each year to various committees and
individual Members of Congress. These and other GAO
products have led to hearings and legislation, billions
of dollars in taxpayer savings, and improvements to a
wide range of government programs and services.
CYNTHIA G. DANNELS,
deputy state treasurer, joined
the South Carolina State
Treasurer’s Office in 2014.
She oversees administration,
In a GAO career dating back more than 40 years, Mr.
Dodaro has held a number of key executive posts. For
nine years, Mr. Dodaro served as the chief operating
officer, the number two leadership position at the
agency, assisting the comptroller general in providing
direction and vision for GAO’s diverse, multidisciplinary
workforce. Mr. Dodaro led the development of GAO’s
strategic plans for serving Congress and improving
government in the 21st Century. He also played a key
role in guiding the agency’s efforts to highlight current
and emerging issues that warrant attention from
policymakers.
Mr. Dodaro, who holds a bachelor’s degree in
accounting from Lycoming College in Williamsport,
Pennsylvania, is a fellow of the National Academy of
Public Administration and a member of the Association
of Government Accountants. Mr. Dodaro has received
recognition from numerous outside organizations
throughout his career, including the National Public
Service Award from the American Society for Public
Administration and the National Academy of Public
Administration, the Roger W. Jones Award from
American University and the Braden Award from the
Department of Accountancy at Case Western Reserve
University.
RON ELVING is the Senior
Washington editor for NPR News,
directing coverage of the nation’s
capital and national politics and
providing on-air political analysis
for many NPR programs. Mr.
Elving can regularly be heard on Talk of the Nation
providing analysis of the latest in politics. He is also
heard on the “It’s All Politics” weekly podcast along
with NPR’s Ken Rudin.
Under Mr. Elving’s leadership, NPR has been awarded
the industry’s top honors for political coverage
including the Edward R. Murrow Award from the
Corporation for Public Broadcasting, a 2002 duPontColumbia University Silver Baton for excellence in
broadcast journalism, the Merriman Smith Award
for White House reporting from the White House
Correspondents Association and the Barone Award
from the Radio and Television Correspondents
Association. In 2008, the American Political Science
Association awarded NPR the Carey McWilliams
Award “in recognition of a major contribution to the
understanding of political science.”
Before joining NPR in 1999, Mr. Elving served as
political editor for USA Today and for Congressional
Quarterly. He 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. Previously, Mr.
Elving served as a reporter and state capital bureau
chief for the Milwaukee Journal Sentinel. He was a
media fellow at Stanford University and the University
of Wisconsin at Madison.
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Over his career, Mr. Elving has written articles
published by The Washington Post, the Brookings
Institution, Columbia Journalism Review, Media
Studies Journal, and the American Political Science
Association. He was a contributor and editor for
eight reference works published by Congressional
Quarterly Books from 1990 to 2003. His book, Conflict
and Compromise: How Congress Makes the Law, was
published by Simon & Schuster in 1995. Recently, he
contributed the chapter, “Fall of the Favorite: Obama
and the Media,” to James Thurber’s Obama in Office:
The First Two Years. Mr. Elving teaches public policy
in the school of Public Administration at George
Mason University and has also taught at Georgetown
University, American University and Marquette
University.
With a bachelor’s degree from Stanford, Mr. Elving
went on to earn master’s degrees from the University
of Chicago and the University of California-Berkeley.
RAY ELWELL is a market advisory
program manager with Workday.
Formerly, he was deputy chief
financial officer with the city
of Orlando, Florida. He has an
M.P.A. in budget and finance from
the University of Baltimore and a B.B.A. from Loyola
University Maryland.
AL GINI is a professor of business
ethics and chair of the Department
of Management in the Quinlan
School of Business at Loyola
University Chicago. He is also
the co-founder and long-time
associate editor of Business Ethics Quarterly, the
journal of the Society for Business Ethics. For over 26
years he has been the resident philosopher on National
Public Radio’s Chicago affiliate, WBEZ-FM, and he
regularly lectures to community and professional
organizations on issues of business and ethics. His
books include My Job My Self: Work and the Creation of
the Modern Individual (Routledge, 2000); The Importance
of Being Lazy: In Praise of Play, Leisure and Vacations
(Routledge, 2003); Why It’s Hard to Be Good (Routledge,
2006); Seeking The Truth of Things (ACTA, 2010);
The Ethics of Business with Alexei Marcoux (Rowan &
Littlefield, 2012); 10 Virtues of Outstanding Leaders with
Ronald M. Green (Wiley & Blackwell, 2013).
STEPHEN GOLDSMITH is the
Daniel Paul Professor of the
Practice of Government and
director of the Innovations in
Government Program at Harvard
Kennedy School. He is a nationally
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recognized expert on government management,
reform, and innovation. Mr. Goldsmith currently directs
Data-Smart City Solutions, a project to highlight local
government efforts to use new technologies that connect
breakthroughs in the use of big data analytics with
community input to reshape the relationship between
government and citizens.
Mr. Goldsmith previously served as deputy mayor of
New York and mayor of Indianapolis, where he earned a
reputation as one of the country’s leaders in publicprivate partnerships, competition, and privatization. He
was also the chief domestic policy advisor to the George
W. Bush campaign in 2000, the chair of the Corporation
for National and Community Service, and the district
attorney for Marion County, Indiana, from 1979 to 1990.
Mr. Goldsmith has written The Power of Social
Innovation; Governing by Network: The New Shape of
the Public Sector; Putting Faith in Neighborhoods:
Making Cities Work through Grassroots Citizenship;
The Twenty-First Century City: Resurrecting
Urban America. His new book, coauthored with
Susan Crawford, is The Responsive City: Engaging
Communities Through Data-Smart Governance. His
columns have frequently been published in such
newspapers as The Wall Street Journal and The New York
Times. Mr. Goldsmith is a graduate of Wabash College
and the University of Michigan Law School.
ANTHONY (TONY) HERNANDEZ
is a principal in the state and
local public sector practice of
Grant Thornton. Mr. Hernandez
has 25 years of experience and
specializes in implementation
oversight, operations and systems assessment,
design, implementation, project management and
strategic planning. Mr. Hernandez has managed
technology implementation projects in the public
sector, transportation, healthcare, higher education,
retail, and telecommunications industries across North
America including large, complex custom development
projects. Mr. Hernandez’s experience spans a breadth
of consulting organizations, from global professional
services firms including IBM and Andersen to smaller
niche consultancies and the United States Department
of Defense.
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.
MICHELE JULIANA is a director
in the technology consulting
practice of McGladrey, a national
assurance, tax, and business
consulting firm. She has over
15 years of experience in ERP
systems implementations, including business process
review, discovery, and project management for many
types of organizations, including both private and
public sector. Her industry experience includes state
and local government, K-12 and higher education, and
nonprofit organizations.
While Ms. Juliana works with many types of
organizations, her primary focus is on the public
sector and non-profit clients of McGladrey, focusing
on system design and project management for ERP
implementations. She was actively involved in the
implementation of an enterprise-wide accounting
system at the city of Baltimore, leading the discovery
and system process, solution-mapping, and ongoing
recommendations for best practices and system
optimization. Other project experience includes
systems implementations at the Boston Public Health
Commission, New York City Department of Information
and Technology, and the city of York, PA.
Ms. Juliana started her career in corporate banking
for mid-market companies, providing a strong
background in business analysis and management,
as well as understanding the needs of growing and
changing organizations. Since that time, she earned
a master’s degree in school business administration,
and worked for several universities and the state of
New Jersey’s Department of Education in a fiscal
management capacity prior to transitioning to a career
in information technology. She worked for Keystone
Information Systems for several years, focusing on
school districts and governments followed by 12 years
with McGladrey’s Technology Business Consulting
practice.
DANIEL KEENE has over 25 years
of experience in the state and
local government ERP solutions
market. He has held executive
positions with Deloitte Consulting,
CGI, and American Management
Systems. He plays an active role in national
associations including the National Association of
State Auditors, Comptrollers, and Treasurers and the
National Association of State Comptrollers.
Mr. Keene is currently sector vice president of CGI’s
State and Local Government ERP Practice – the AMS
Advantage® Program – where he is responsible for
marketing and sales, consulting services delivery
and product development. Before rejoining CGI, he
served on the senior management team at Deloitte
Consulting in their State and Local Government ERP
organization where he provided executive leadership to
the state of New York comptroller’s statewide financial
system initiative as well as being instrumental in the
organization’s sales and market strategy.
Prior to joining Deloitte Consulting, Mr. Keene spent 20
years with CGI’s public sector practice, with his most
recent role as a vice president in their state and local
government practice. His accomplishments include
the successful implementation of the commonwealth
of Massachusetts’ statewide financial management
solution, executive leadership for the creation of
Virginia’s Enterprise Applications Program, and the
development of the AMS Advantage web-based ERP
solution. Mr. Keene also led ERP implementations
for the states of Washington, Arizona, and Illinois as
well as the School District of Philadelphia and Orange
County, Florida.
Mr. Keene earned a bachelor of science from Illinois
State University.
KENNETH A. KENT, principal
consulting actuary for Cheiron,
has over three decades of
professional, managerial and
public service experience working
on challenging retirement plan
assignments and public policy issues. His expertise
in managing the complex financial, regulatory, legal
and administrative issues surrounding pension plan
design and funding strategies has helped scores
of multiemployer, public sector and corporate plan
sponsor clients since 1976.
Mr. Kent is currently leading the profession as vice
president for professionalism for the American
Academy of Actuaries working to continue to maintain
the high level of integrity that actuarial work produces.
His wide-ranging expertise on pension matters led to
his being called to testify before Congress on pension
reform legislative proposals. He has met regularly
with IRS officials to help work out interpretations and
processes in an effort to expand the flexibility of plan
sponsors in retaining their programs.
His volunteer professional activities include having
served as vice president of professionalism and vice
president of pensions for the American Academy of
Actuaries, president of the Conference of Consulting
Actuaries, and chair of the Joint Committee on
the Code of Professional Conduct. He authored a
recent white paper titled Disclosure Under the Code of
Professional Conduct -- Concepts on Professionalism.
He was a member of a seven-person commission for
the actuarial profession which conducted the Critical
Review of the US Actuarial Profession.
WILLIAM KILMARTIN, director
in the state and local government
finance and administration
industry, has been with Accenture
since May 2001. His role is to
provide strategic guidance and to
develop products and services focused on the needs
of state and local governments. A particular emphasis
is the improvement of financial and administrative
processes using best practices, benchmarking,
information technology, optimization of supply chains
via strategic sourcing and development of ERP
solutions.
Bill enjoyed a 21-year career in public service with
the commonwealth of Massachusetts, serving as the
state comptroller from 1989 to 1999. In this capacity,
he directed the commonwealth’s efforts to exploit
information technology to transform the statewide
administrative and financial processes.
Bill’s accomplishments in matters pertaining to
public finance and information technology have been
acknowledged with numerous awards, including the
Achievement of the Year award from the Association
of Government Accountants, the National Public
Service Award from the American Association of
Public Administration and National Academy for Public
Administration, the President’s Award for Contributions
and Leadership from the National Association of
State Auditors, Comptrollers and Treasurers, and the
George Mitchell Award for Leadership in Electronic
Payments from the National Automated Clearinghouse
Association.
Bill received his bachelor’s degree from Cornell
University, and his master’s degree in public
administration from Suffolk University and he is a
certified government financial manager. He continues
to be active in various professional, civic and volunteer
activities.
KRISTOPHER KNIGHT is
the director of the Division of
Accounting for the state of
Delaware’s Department of Finance.
Mr. Knight joined the Division
of Accounting in February 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, he 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, Mr. Knight
oversees internal controls, payroll compliance
and financial reporting for all state of Delaware
agencies. He provides leadership and direction in the
management of all financial accounting for the state.
He 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
Enterprise Resource Planning system, First State
Financials; (2) managing state compliance with all
payroll laws, rules and regulations; and (3) the release
of timely and accurate state financial data to other
state management and for public reporting (including,
but not limited to, Delaware’s comprehensive annual
financial report and single audit report, which together
outline the state’s financial activities and balances
each fiscal year).
JAMES KREISER has over 20
years of experience in the areas of
risk advisory services, information
technology security and audit,
risk management, business
process and controls, third party
reporting, and internal audit. He is a principal at
CliftonLarsonAllen, and currently serves as a national
leader for the business risk services group. His primary
focus is state and local governments, non-profits,
and financial institutions-in the areas of third-party
reporting, IT advisory and security, and ERM. He has
been a speaker and presented on a variety of topics
on IT and ERM for a number of
associations and groups.
BRANDY MANEK is currently
the director of budget, policy and
legislative relations. In this role,
39
she assists the director of the Office of Management
and Enterprise Services (OMES) in developing policy on
fiscal issues to ensure consistency with the governor’s
platforms and goals. To that end, the director of budget
and policy also monitors and provides input regarding
legislation that affects the state of Oklahoma’s budget
and helps to manage the implementation of that
legislation.
Ms. Manek is a graduate of Oklahoma State University,
with a bachelor’s degree in business administration
and major in accounting. She has served in the budget
division under three governors and six OMES directors.
Her past experience includes the roles of budget
analyst for the subject areas of commerce, human
services and general government, as well as budget
coordinator and state budget director.
BRECK MARSHALL is a
managing director in Accenture’s
management consulting–talent
and organization practice. He
has over 22 years of experience
with helping clients define
desired visions and aspirations and developing and
implementing programs that get there. Specific
skill sets include performing organization design,
workforce transformation, talent management,
training, knowledge management, business process
re-engineering, change management, communications
and leadership development programs. His work
at Accenture has spanned several industries with
a focus throughout on public sector, health and
communications. His background includes a bachelor
of arts degree from Middlebury College and a master’s
in public administration from American University.
LEALAN MILLER has 25 years
of experience performing audits
and providing other services in
the state and local government
industry. He is a partner with Eide
Bailly LLP, a top 25 accounting
firm and is the director of the government services
group which oversees the audit process, training and
implementation of accounting and auditing standards
for all governmental and yellow book audits firm wide.
Mr. Miller serves as an instructor for various training
sessions, including governmental accounting, financial
accounting and auditing updates, fraud, and auditing
standards.
Mr. Miller is involved with several outside
organizations including the Association of Government
Accountants, American Institute of Certified Public
Accountants, and the Idaho Society of CPA’s. He is
40
the chair of AGA’s Financial Management Standards
Board and AGA’s representative to the Governmental
Accounting Standards Advisory Council.
planning, and persistence. He is passionate about
performance, customer service, process improvement
and public service.
PATTY MILLER manages
benchmark engagements
(including finance, human
resources, procurement, IT, and
other functions) for both public
and private sector organizations
for The Hackett Group. She performs analysis on
client performance in these functions and provides
recommendations for improvement based on Hackett’s
extensive knowledge database. Ms. Miller has
over 20 years of business experience in a variety of
disciplines including business start-ups, business
process improvement; cost reduction/management;
and organization design. Ms. Miller has worked with
numerous states to benchmark G&A performance
in comparison to other states and public sector
organizations.
Mr. Partridge is a member of the Government Finance
Officers Association and NASACT. He is a pastpresident of NASC and serves a variety of NASACT and
NASC committees. He also serves as a co-chair of the
Association of Government Accountants’ Partnership
for Intergovernmental Management and Accountability.
ORSON MORGAN is a senior
account executive for commercial
solutions, state and local
government, at Visa Inc. In this
role, Mr. Morgan is responsible for
sales and business development
in the state, local and higher education market
segments. His responsibilities include strategic
partnership, program development, market research
and consulting. Prior to joining Visa, Mr. Morgan was
vice president, senior card account manager for a
national issuing financial institution.
Mr. Morgan joined Visa in 2012 after spending eight
years on the sales and relationship management side
of the card industry, where he was responsible for the
strategic development and retention of the corporate
and purchasing card programs within the public sector.
His responsibilities included helping organizations gain
maximum benefit and value from their purchasing and
corporate card programs.
D. CLARK PARTRIDGE has been
with the state of Arizona for 23
years, serving as a supervisor and
manager in General Accounting
Office, the CFO for the Department
of Commerce, deputy state
comptroller, and since 2002 as state comptroller. Prior
to joining the state, he worked in public accounting for
Arthur Andersen & Co. His experience from the public
and private sector, as well as the agency and statewide
perspectives, provides a variety of insights into
operations and problem resolutions. Growing up on a
dairy farm, he learned the importance of hard work,
He has been a volunteer with the March of Dimes for
over 30 years, serving on the board in both Utah and
Arizona. Clark attended Brigham Young University on
a leadership scholarship, graduating with a bachelor
of science degree in accounting, and is a certified
public accountant and certified government financial
manager.
SCOTT D. PATTISON has served
as the executive director of the
National Association of State
Budget Officers in Washington,
D.C. since 2001. Founded in 1945,
NASBO serves as the professional
organization for all state budget officers of the 50
states and U.S. territories. NASBO collects data and
publishes numerous reports on state fiscal conditions
and organizes meetings and training for budget and
finance officials. The organization also provides public
officials, the media and citizens detailed information
on state financial management and budgeting.
Prior to coming to NASBO, Mr. Pattison served for
four years as Virginia’s state budget director and also
headed the Regulatory and Economic Analysis section
of the Virginia Department of Planning and Budget. He
previously served in a variety of capacities in the office
of the Virginia Attorney General, including as counsel
on finance issues.
Mr. Pattison has served on numerous boards and has
been an adjunct faculty member at the University of
Richmond and recently served on the board of Old
Dominion University. He is a fellow with the National
Academy of Public Administration and is currently vice
chair of the Association for Budgeting and Financial
Management.
Mr. Pattison began his career as an attorney with the
federal government serving in several positions at the
U.S. Federal Trade Commission in Washington, D.C.
including as an attorney-advisor.
Mr. Pattison graduated Phi Beta Kappa from the
George Washington University in Washington, D.C. and
received his law degree from the University of Virginia.
Identified as an important “Player” in public policy by
The Washington Post, he is frequently interviewed by
national news organizations including The New York
Times and National Public Radio.
ROBIN PRUNTY is a director in
the public finance ratings group
at Standard and Poor’s Ratings
Services. She has been with
Standard & Poor’s since 1987 and
is currently in the state and local
government group.
Ms. Prunty is an analytic leader for state credit ratings
at Standard and Poor’s and has focused on general
obligation, lease, special tax, utility, and short-term
debt credit analysis. She is a member of the New York
State and New York City credit committee and also
has analytic responsibility for the states of Florida,
Connecticut, Delaware, North Carolina, Wisconsin and
Maryland, as well as local governments throughout the
eastern region of the country.
Ms. Prunty has a master’s degree in public
administration and finance from the State University
of New York at Albany and a bachelor of science in
economics from Siena College. She is a member of
the New York State Government Finance Officers
Association as well as the National Federation of
Municipal Analysts.
ADAM ROTH is the founder and CEO of StreamLink
Software, a privately held company at the forefront
of automating grant compliance in the public sector.
Its grant management software, AmpliFund, was used
in the Grants Reporting Information Project to help
determine the feasibility of data standardization and
grant automation across federal agencies. Mr. Roth
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.
KRISTIN D. RUSSELL is a
dynamic executive with more
than 15 years of experience in
leading large operations, services,
and information technology
organizations. She is a director
with Deloitte Digital and is the national leader of
the firm’s digital government strategy. Formerly,
Ms. Russell was appointed in 2011 to serve as the
secretary of technology and chief information officer
for the state of Colorado, where she was responsible
for all IT systems statewide and increasing the
effectiveness of government through the use of shared
information and technology. Prior to that, she was
the vice president of global IT service operations at
Oracle where she was responsible for all data centers
and computing operations worldwide. Due to her
accomplishments, Ms. Russell has received several
awards including Government Technology’s Top 25 Doers,
Dreamers & Drivers, the Denver Business Journal CIO of
the Year Award, and in 2015, she was recognized as one
of the Top 25 Most Powerful Women by the Colorado
Women’s Chamber of Commerce.
as a city manager in New Jersey. After leaving direct
government service he continued to work for several
private sector companies that provide software and
services to government organizations. They included
Price Waterhouse, MSA/Dun & Bradstreet Software,
Hyperion and PeopleSoft. Mr. Sabo has been with the
PeopleSoft, now Oracle’s public sector practice for over
18 years.
MIKE RUSSELL is a director
with KPMG. He has over 30
years of experience working
inside organizations in executive
leadership roles, and as a
consultant, with a focus on
financial and human resources transformations,
enterprise applications, strategic collaboration,
strategic procurement, shared services and
outsourcing, change management and ADM delivery
models. Mr. Russell holds a bachelor’s degree from
Auburn University and professional designation as
certified public accountant.
As executive director, Mr. Sabo works with industry
groups such as NASACT and others, as well as existing
and potential customers. He advises them on current
industry trends and how Oracle customers successfully
run their operations using Oracle software. His main
areas of expertise include financial management,
procurement, budgeting and business intelligence.
MICHELLE SAGER is a
director in the U.S. Government
Accountability Office’s strategic
issues team. Her current portfolio
covers intergovernmental,
regulatory, and budget issues. Ms.
Sager’s GAO career also includes experience providing
assistance to GAO engagement teams on 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 with 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 an M.A. in international commerce
and policy as well as a B.A. in communications and
political science.
ROBERT SABO is executive
director of public sector solutions
for Oracle Corporation. He has
worked for or with state and
local government for over 30
years. He served in various
administrative positions with the city of Trenton and
Mercer County, New Jersey. He also served four years
Most recently, Mr. Sabo has been leading Oracle’s effort
to introduce cloud-based ERP solutions to Oracle’s
customers. He works closely with Oracle’s development
and product strategy teams to ensure our products meet
the needs of Oracle’s public sector market.
Mr. Sabo received a bachelor’s degree in political
science/public administration from the College of New
Jersey and a master of public administration degree
from the Maxwell School of Citizenship and Public
Affairs at Syracuse University.
THOMAS G. SHACK is the new
comptroller in Massachusetts.
He has served the Office of the
Comptroller since 2012, most
recently as deputy comptroller
and chief financial and operating
officer, where he started as a deputy general counsel
and later the director of resource management and
chief financial officer, managing the commonwealth’s
multi-billion dollars per year operating budget. Prior
to joining the Comptroller’s Office, Mr. Shack spent
eight years as chief of operations, chief financial
officer and senior assistant district attorney for the
Cape and Islands District Attorney’s Office and served
in private practice.
He obtained his juris doctorate from New England Law
Boston and a master’s of business administration from
The American University.
MICHAEL SMARIK has a long
career of service to the state of
Arizona. He has been the deputy
state comptroller, within the
General Accounting Office, since
2007. However, since March of
2013 he has been serving as the project director for
the state’s ERP project. Prior to coming to GAO, he
was with the Arizona Department of Corrections, and
41
held several positions during his 20-year tenure there,
including the division director of support services,
assistant director for administrative service and
the chief financial officer. He started his state of
Arizona career at the Arizona Auditor General’s Office
and from there he went to the Arizona Department
of Administration where he held several positions,
including the controller, before joining the Department
of Corrections.
He holds a bachelor of science degree in business
administration in accounting from the University of
Arizona. He is also a certified public accountant.
Mr. Smarik serves as a board member for the
Arizona State Committee for Tax Deferred Annuities
and Deferred Compensation Plans, as well as the
Arizona Department of Corrections, Correction Officer
Retirement Plan, Local Board. He also recently served
three years as a board of trustees member for the
Arizona State Retirement System.
CYNTHIA STORER, formerly
a senior analyst at the Central
Intelligence Agency, was among
the “sisterhood” of analysts who
first identified and warned about
al-Qa’ida in the mid-1990s. Ms.
Storer was featured, and talks about this part of her
career, in the Emmy Award-winning HBO documentary
Manhunt. As an analyst at the CIA, she also researched,
wrote, and briefed about Afghanistan, Islamic
Extremism, and various other aspects of the “War on
Terror” to senior policymakers. Her original model for
understanding terrorism was featured as one of the
Best Ideas of 2006 by the New York Times Magazine.
Since leaving the CIA in 2007, Ms. Storer has been
a fellow at the Center for the Study of Terrorism
and Responses to Terrorism at the University of
Maryland, provided analysis training and education
to U.S. federal, state, and local agencies, and taught
intelligence and terrorism courses at Coastal Carolina
University. She is currently an adjunct instructor at
John’s Hopkins University and is consulting with the
International Spy Museum in Washington, DC.
JUSTIN STOWE currently serves
as the deputy post auditor with
Legislative Post Audit in Kansas.
In that role, he manages several
performance audit teams, the
IT security function, and works
with individual legislators and legislative committees
to develop audit requests. Mr. Stowe received his
bachelor’s degree in political science and a master’s of
public administration from Kansas State University.
42
JAN I. SYLVIS was named
vice chair of the Governmental
effective January 1, 2015. Ms.
Sylvis has served on the board
since 2007. She 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.
STEVE TAE is a member of the
MasterCard Advisors team where
he leads the public sector for
North America in the federal, state
and the nonprofit sectors. With
more than 19 years of experience
in customer relationship management, data analytics
and performance systems implementations, Mr. Tae
has led project teams to help clients solve their most
pressing business challenges involving business and
financial data, strategy and performance management.
Prior to joining MasterCard Advisors, he led the
CRM practice at Booz Allen Hamilton and managed
a portfolio of accounts across healthcare, law
enforcement and other civilian agencies, including
financial and revenue collection agencies. While
there, he used data analytics to lead projects such as
a revenue collection strategy for delinquent accounts
for the largest water utility in the North East, a costoptimization project for the largest federal financial
regulatory agency, and a portfolio management
strategy for a $66B quasi-commercial products and
service provider.
He has also led strategic engagements for not-forprofit clients including the CDC Foundation and the
Philadelphia 76ers Foundation where his teams
focused on mission-based initiatives and outreach
programs.
Mr. Tae received his M.B.A. and M.A. from the
University of Chicago, an M.S. from Northwestern
University and a B.A. from Indiana University. He holds
Top Secret clearance, and also serves as executive
director of the New Life Foundation, a nonprofit
organization that uses music to provide hope to
orphans overseas.
SETH UNGER is senior policy
advisory for Ohio Treasurer Josh
Mandel, and has been working
on the treasurer’s transparency
project since its inception in 2011.
OhioCheckbook.com is Treasurer
Mandel’s most recent initiative, and propelled Ohio
from forty-sixth in the country in government spending
transparency to first among the 50 states. Mr. Unger
is an Ohio native, but spent 10 years working in
California government, including as press secretary
for the California prison system under Gov. Arnold
Schwarzenegger and as a spokesman for state
legislative leaders.
DAVID A. VAUDT was named
chairman of the Governmental
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.
MICHELLE M. WATTERWORTH
is Plante Moran’s lead technical
expert in the governmental
services group, charged with
ensuring audit quality, educating
our staff, and increasing our
technical compliance. She has more than 20 years
of experience with the firm auditing governmental
entities including several large governmental
pension systems, various cities, townships and other
special-purpose governments. Ms. Watterworth is
frequently sought after to share her technical expertise
with clients and non-clients alike. Michelle’s past
experience includes GASB consulting assignments,
water and sewer rate studies, five-year financial
forecasts, budgeting assistance, and assistance with
internal controls.
She is also the leader of Plante Moran’s single-audit
practice. She is responsible for quality control and
implementation of new standards in this area. She has
been on the leading edge of the implementation of the new
Uniform Grants Guidance, which has provided clients with
a leg up in implementing these massive reforms.
She has been the speaker at seminars sponsored by
the MiCPA, Michigan Government Finance Officers
Association, Public Pension Financial Forum (P2F2),
MPPOA and the Michigan Townships Association.
Her most recent speaking engagements have
overwhelmingly focused on the new pension standards
(GASB 67/68) and the Uniform Grant Guidance. She not
only educates those working in the public sector, but
also teaches other auditors and CPAs.
Ms. Watterworth is a member of the American
Institute of Certified Public Accountants’ State and
Local Government Expert Panel, the MGFOA Standards
Committee, and is a Leadership Oakland XIII graduate.
J. D. WILLIAMS, is the
executive director, state and
local government, for Infor Public
Sector.
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 of Idaho
state government and also operated the state’s Central
Computer Service Center.
He served as president of NASC and vice
president of NASACT. He has been very active in
promoting the use of technology in government
and has been Chairman of the National Electronic
Commerce Coordinating Council and described in
Federal Computer Week as, “a nationwide champion for
the use of technology in government.”
He was raised on his family’s cattle ranch
in southern Idaho and is an attorney and a certified
government financial manager. He has his M.P.A.
from Brigham Young University and a law degree from
American University in Washington, DC.
His other public service includes being a budget
analyst, court fiscal officer, deputy attorney general,
county prosecuting attorney and mayor. He has edited
and contributed as an author to seven books on
leadership, financial management and technology,
including Leadership Secrets of Government Financial
Managers.
43
UPCOMING EVENTS
2015
2015 NSAA IT Workshop and Conference
September 22-25, Hartford, Connecticut
2016
2016 NASC Annual Conference
March 16-18, Salt Lake City, Utah
2016 Middle Management Conference
April 12-14, Austin, Texas
2016 NSAA Annual Conference
June 13-16, Avon, Colorado
August 13-17, Indianapolis, Indiana
2017
2017 NASC Annual Conference
March 15-17, Harrisburg, Pennsylvania
August 19-23, Salt Lake City, Utah
45
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

2015 NASACT Annual Conference

Transcription

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