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Long Island Holiday Seminar 2023

 Registration is closed for this event

Online registration is closed. Walk in's are welcome. 

Thursday December 7, 2023 | Irish Coffee Pub, East Islip

1:00 - 1:30 pm | Registration 

1:30 - 1:40 pm | Welcoming Remarks

1:40 - 2:30 pm | Understanding Arbitrage Rebate

Rising interest rate yields on municipal investments are heightening the need for government finance officers to be more sensitive to arbitrage rebate pertaining to returns on the investment of idle bond proceeds.  As markets have not been in this position for years, this is a great opportunity to refresh your knowledge of the arbitrage rebate rules and regulations to be aware of, and prevent the incurrence of interest penalties on the investment returns of your entity's idle bond proceeds. 

Takashi Iwata, Managing Director - FAS Group, Hawkins Delafield & Wood, LLP

William Jackson, Esq., Partner, Hawkins Delafield & Wood, LLP

Robert Smith, Esq., Partner, Hawkins Delafield & Wood, LLP

1 CPE Specialized Knowledge  | 1 GFI Elective Credit

2:40 - 3:30 pm | Automating Accounts Payable

Streamlining processes in the Finance Office can save valuable staff time and create efficiencies.  This session will explore the various options available to remove redundant manual accounts payable processes and utilize technology to automate this function without compromising internal control.

Carol Mark, Managing Director, JP Morgan Chase Bank

Michael Buckley, Vice President, JP Morgan Chase Bank

1 CPE Specialized Knowledge  | 1 GFI Elective Credit

3:40 - 4:30 pm | Investment Strategies for Today's Idle Funds

We are aware that rates of return on investment options for local governments in New York have been increasing.  However, has your entity's investment strategy adjusted to the new market dynamic?  Learn about various investment strategies and how to effectively manage your idle cash and cash flows while maximizing your investment portfolio.

Peter Forsgren, CTP, Co-Founder/COO, Three + One

1 CPE Specialized Knowledge  | 1 GFI Elective Credit

4:30 - 5:00 pm | Holiday Reception




  • Upon registering for this event, you agree to the below policies. 


  • Payment should be made in advance or brought with you to the seminar.
  • Pre-registration is preferred.
  • On-site registrations are accepted; however, there will be an additional fee of $10.00. 
  • If you need a hard copy of the registration form, please contact the office. 


  • CPE and GFI credit can be earned by verified attendees of the Seminar. 


  • Cancellation notices must be made in writing and emailed to
  • Cancellations made up to one week prior to the event, will be refunded the registration fee less an administrative fee of $15.00.
  • No refunds will be issued for cancellations made less than one week before the event; the registrant is liable for the full amount of registration.
  • No Shows are liable for all registration fees. 

Recording & Use of Photography Policy:

  • By registering for this seminar, you give NYGFOA the right to publish and distribute photos and/or videos taken of you during the program.

Personal Information Policy:

  • NYGFOA may collect, store, or transmit your personal identifiable information such as name, address, contact information, preferences, demographic information, as well as any hotel or travel requests you provide us. This information is necessary for the facilitation of registration services for you. This information may be shared with other 3rd parties such as travel or lodging providers.

ADA Policy:

  • If you require special accessibility or accommodations please email Mandie at
December 7th, 2023 from  1:00 PM to  5:00 PM
Irish Coffee Pub
131 Carleton Av
East Islip, NY 11730-1801
Event Fee(s)
Seminar Fee
Member $100.00
Non-Member $200.00