Wednesday, November 18, 2026 | Reikart House, Amherst
| 10:00 - 10:30 am | Registration |
| 10:30 - 10:40 am | Welcoming Remarks |
10:40 - 11:30 am | Economic Update Interest rates, tariffs, global instability, mid-term elections, volatile interest rates - these events (and more) can impact fiscal policies at various levels of government. This session will provide a snapshot of where we are, and from where the shifting economic winds may blow in 2027. Presenter: Kyle Larson, CFA, Wealth Advisor Manager, M&T Bank / Wilmington Trust 1 CPE Advisory Services | 1 GFI Elective Credit |
11:30 am - 12:45 pm | Holiday Luncheon |
12:45 - 1:35 pm | Unlocking Federal Cash for Local Infrastructure: Maximizing Direct Pay Investment Credits For towns, villages, cities, and school districts, the federal Elective (Direct) Pay program represents a historic shift in public finance—effectively turning clean energy tax credits into direct cash refunds. However, recent federal legislative changes have significantly compressed the eligibility window, drastically shortening the timeline to secure full funding for municipal wind and solar installations. This session will cover the core mechanics of the program, dissect the urgent new deadlines, and lay out the clear steps required to successfully file and claim these funds. Attendees will leave with a strategic framework to audit their municipality's capital portfolios and ensure these time-sensitive federal dollars are not permanently left on the table. Presenters: Pietra G. Zaffram, Partner, and Edmund J. Russell, III, Partner, Hodgson Russ LLP 1 CPE Specialized Knowledge / 1 GFI Elective Credit |
1:45 - 2:35 pm | Integrating AI into Your Strategic Planning Where do we start? What is the process? How do we get employee buy-in? Will the implementation of AI eliminate positions? Is it safe? These are just a few of the questions which will be addressed in this session. Presenter: Timothy Doyle, CPA, Partner, The Bonadio Group 1 CPE Advisory Services / 1 GFI Elective Credit |
| 2:45 - 4:00 pm | Holiday Reception |
Policies
- Upon registering for this event, you agree to the below policies.
REGISTRATION POLICY:
- 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/GFI CREDITS
- CPE and GFI credit can be earned by verified attendees of the Seminar.
CANCELLATION POLICY:
- Cancellation notices must be made in writing and emailed to info@nygfoa.org.
- 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 connell@nygfoa.org
5000 Main Street
Amherst, NY 14226
| Seminar Fees | |
| Member | $85.00 |
| Non-Member | $85.00 |