Federal Legislative Update (Salons F-H)

Presenter:     Emily Brock, Director-Federal Liaison Center, GFOA of the U.S. and Canada

Moderator:    TBA    

The American Rescue Plan Act (ARPA) of 2021 provided much needed funding for state and local governments, and a constant need to focus on Washington, DC, for the latest guidance, regulations, and updates. Add on IIJA infrastructure implementation efforts and potential
new attempts to regulate the municipal market, GFOA’s Federal Liaison Center staff is prepared to present attendees with the most recent information from Washington, DC, and discuss opportunities for outreach efforts.

Attend this session to learn about important developments in federal policy related to state and local governments and where we are likely headed for the rest
of 2023.

1.5 CPE Advisory Services (Gov’t)  | 1.5 GFI Elective Credits­­­­


KEYNOTE PRESENTATION: B Your Best! Personal Empowerment for the Finance Officer (Salons E-H)

Presenter:    Dr. Benita Zahn, Certified Health Coach, Capital Cardiology Associates

Moderator:   TBA

We have just experienced an unprecedented time that changed our outlook on work, life, and our future. That upheaval and isolation has stressed us out. So how to chill? Where to look for support? How to recognize and sort out the big stuff in life from the 'navel lint'? 

That's where nationally certified health and wellness coach, Benita Zahn, DPS, MS, CHWC, NBC-HWC, comes in. She delivers a lively road map for finding more joy in your life. It's a fun-filled, fact-based primer on how we can change our mindset and keep the emotional wolves at bay.  

Benita, a long-time award-winning journalist (NY EMMY)  and actress, (Actors Equity Assn, SAG-AFTRA-) weaves stories with her upbeat delivery leaving audiences empowered, happy and better able to find their joy. And of course, there’s ample opportunity to ask questions and maybe even eat chocolate! 

1.5 CPE Advisory Services | 1.5 GFI Elective Credits     


Accounting Update: Compensated Absences and Disclosing Component Units

Presenters:   TBA

Moderator:    TBA

It is often difficult to determine whether a legally separate entity should be reported as a component unit (CU) of another government and, if so, whether it is properly included as a fiduciary, blended, or discretely presented CU. Topics of this session will include the criteria for identifying and classifying CUs and the disclosures required to explain how and why each has been incorporated.

1 CPE Accounting (Gov’t) | 1 GFI Elective Credit


Preparing the New AUD

Presenter:  Jay Phillips, Project Coordinator, OSC - Office of Local Government and School Accountability

Moderator: TBA 

The Office of the State Comptroller will present on what is new regarding Annual Update Document (AUD) reporting and discuss the status of their Financial Reporting Modernization Project.  Come learn the latest and bring your questions.

1.5 CPE Accounting (Gov’t) | 1.5 GFI Elective Credits


ARPA Reporting for Non-Entitlement Units (NEUs)

Presenter:    Peggy Mousaw, DBA Consult, Inc., Certified WBE 

Moderator:   TBA

The next round of ARPA fund reporting for Non-Entitlement Units (NEUs) is due to the U.S. Treasury by April 30th.  The presenter has experience working with local governments throughout the state and will walk you through the reporting process, how to avoid common reporting pitfalls, and negotiate the ARPA reporting portal.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective Credit


ARPA Reporting for Entitlement Units

Presenters:  TBA

Moderator:   TBA

This session will focus on the differences in reporting requirements for EUs and NEUs, federal single audit requirements, and the importance of complying with procurement and internal control standards in the use of ARPA funds.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective Credit


Preparing the ACFR – Today’s Common Errors

Presenter:    TBA

Moderator:   TBA

Each year, volunteer reviewers for National GFOA’s Certificate of Achievement for Excellence in Financial Reporting program perform reviews on over 4,400 annual comprehensive financial reports (ACFRs). This session will examine a number of the more common deficiencies identified during these reviews.

1 CPE Auditing (Gov’t) | 1 GFI Elective Credit


Lifecycle Costing Analysis for Capital Assets

Presenters:  TBA

Moderator:   TBA

Capital assets seem to only get more expensive with age. However, the Finance office plays a critical role in informing the timing of decisions on repair, maintenance, and replacement based on total lifecycle costs and working with engineers and operators to get the maximum return. This session will address how to get started with lifecycle costing and how to use lifecycle cost data to both improve the performance of assets, reduce total operating costs, and eliminate costs repair or replacement needs in an asset’s last few years of service.

1 CPE Accounting (Gov’t) | 1 GFI Elective Credit


Electronic Payments from A (ACH to Z (Zelle)

Presenter:    TBA

Moderator:   TBA

With the ever-growing types of electronic receivables, it is important for governments to remain both aware of new technologies and updated about the tried and true electronic payment methods. Governments continue to adapt to provide more positive experiences for customers and vendors. This session will discuss the variety of electronic payment methods available in the government sector, and what is in store for the future of payment acceptance.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective Credit


The New NYS Grant Management System

Presenters:  TBA

Moderator:   TBA

The New York State Grants Management team in 2022 announced that in the coming year (2023), New York will transition grant-making activities from the Grants Gateway to the Statewide Financial System (SFS).  Following the transition, the Grants Gateway will be retired and SFS will become the State’s new enterprise grants management system.  Learn how the new system will work and have your questions answered.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective


Fraud Prevention in Treasury Services

Presenter:    TBA

Moderator:   TBA

Governments should all be on heightened alert regarding fraud, especially the Treasury office. Of particular concern are the sophisticated methods being used by external players including phishing scams, cyberattacks, and actions involving false vendor invoicing or banking information. Governments need to have strong prevention policies, procedures, and plans in place to identify and address fraud before it becomes a reality in the Finance office.

In this session, attendees will hear about lessons learned and discover appropriate tools to prevent and react to fraudulent schemes.

1 CPE Specialized Knowledge (Gov’t) I 1 GFI Elective Credit 


Setting User Fees and Charges

Presenters:  TBA

Moderator:   TBA

State and local governments, utilities, and stand-alone business-type organizations use charges and fees to help fund services (both external and internal), and well-designed charges and fees can reduce the need for additional revenue sources and promote service efficiency. However, for many organizations, setting user fees and charges can be difficult. This session will explore the important elements to consider during the charge and fee setting process.

1 CPE Specialized Knowledge (Gov’t) I 1 GFI Elective Credit


Rating Agency Update

Presenters:   TBA  

Moderator:    TBA  

This popular session will provide an opportunity for attendees to compare and contrast the criteria ratings agencies utilize when reviewing debt issued by government entities.  Particular emphasis will be placed on Environmental, Social and Governance (ESG) standards and how they are applied to the credit review process.    

1.5 CPE (Specialized Knowledge (Gov’t) | 1.5 GFI Elective Credits


Preparing a Capital Improvement Plan (CIP)

Presenters:  TBA               

Moderator:   TBA

Would you like to develop a Capital Improvement Plan (CIP), but don’t think you can muster the resources to put one together? Not sure where to begin or who to involve? This session will demystify the process of developing a CIP and outline the steps your organization can take to get started.

Learn how to convince other stakeholders in your organization of the benefits of a CIP, how to develop objective criteria for evaluating and prioritizing projects, and how to present the CIP for approval to your governing body.

1 CPE (Specialized Knowledge (Gov’t) | 1 GFI Elective Credit 


Cyber Attack – It’s Coming for Your Entity

Presenter:    TBA

Moderator:   TBA

It is well known that local governments are an attractive target for cyber criminals and it’s possible that your organization will suffer an attack. How are you as a finance officer going to respond, and are you prepared for such an event? This session will cover immediate steps to take after a cyber incident, how to ensure proper business continuity, mitigate ongoing risks, control the situation, and begin to recover. Additional resources will also be highlighted to help governments prepare an appropriate disaster response plan.

1.5 CPE Specialized Knowledge  (Gov’t) | 1.5 GFI Elective Credits


Dazed and Confused About Employee Drug and Alcohol Testing?

Presenters:

Michael Kenneally, Executive Director, NYS Comp Alliance

Robert Blaisdell, Director of Loss Control, NYS Comp Alliance

Moderator:   TBA

Learn the sobering truth about the hazards of drug and alcohol use in the workplace, and the rights and obligations of municipal employers as they deal with impaired employees.  The speakers will provide a high-level discussion on the regulatory framework of drug and alcohol testing, with a particular focus on the newly enacted Marijuana Regulation and Taxation Act and how to detect articulable signs of impairment.     

1.5 CPE Specialized Knowledge (Gov’t) | 1.5 GFI Elective Credits


Outsourcing the Finance Function

Presenters:  TBA

Moderator:   TBA

For governments unsuccessful with traditional recruiting or without options for succession planning, alternative solutions for replacing staff in the Finance office may be necessary. This session will explore possibilities that may be available for outsourcing finance functions. Many models exist from 1099 “employees” to staffing firms, to shared services, and turning over complete control of financial operations. The pros and cons of each approach will be discussed.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective Credit


Retaining Talent and Meeting the Needs of the Next Generation

Presenter:    TBA

Moderator:   TBA

Research has found that over half of the public sector workforce is considering leaving their jobs. Seeing colleagues depart affects morale and adds to workload burdens some already face. What are governments doing to keep employees and recruit talent? How does the Great Resignation affect resources, allocation planning, and essentially operational finances? This session will discuss the magnitude of their challenge, what strategies they are employing to recruit and to retain talent in all operations as well as in the finance function.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective Credit


Government Procurement – Know Your Policies

Presenter:    TBA 

Moderator:   TBA

Procurement at the local level consistently raises questions regarding process, statutes, compliance requirements, and policies.  This session will focus on the importance of having comprehensive and concise procurement policies and direct you to resources to assist in negotiating the procurement process.

1 CPE Specialized Knowledge (Gov’t) | 1 GFI Elective Credit