Northeast & Central Fall Seminar 2018

 Registration is closed for this event


9:00 - 10:00 am   Registration and Continental Breakfast
10:00 - 10:10 am  Opening Remarks | Karen Christie, CPA, Central Region Council Chair & Jennifer Mulligan, CPA, Northeast Region Council Chair
10:10 - 11:25 am
The Core Basics of Cash Management in the Public Sector
   1.5 CPE - GSK | 1.5 GFI Electives Credits 
  Session Learning Objectives
  • What public sector cash management is and how it differs from the private and not-for-profit sectors.
  • The most common cash management activities engaged in by government finance officers.
  • The State Statutes to be aware of when making investment decisions with public sector cash.
  • The basic components of a municipal written investment policy.  

Ryan Fohl, Vice President, TD Bank, N.A.

11:30 - 12:30 pm Lunch
12:35 - 1:50 pm
The Core Basics of Internal Control in the Public Sector
  1.5 CPE – GSK | 1.5 GFI Elective Credits
  • What public sector internal control is.
  • The limitations to internal control.
  • The five core elements of public sector internal control. 
  • Examples of high and low-tech ways to improve internal control and manage risk in small communities.  

Tim Doyle, CPA, Partner, The Bonadio Group

1:50 - 2:00 pm Break
2:00 - 3:15 pm 
Multi-Year Financial Planning for New York’s Local Governments
  1.5 CPE - GSK | 1.5 GFI Electives Credits 
  • What is multi-year financial planning.
  • How multi-year financial planning can be an effective tool for managing short and long- term projects for local governments.
  • What resources are available to assist local governments in creating their own multi-year financial plans. 
  • Common obstacles to creating these types of plans.  

Jay Phillips, Supervisor, Local Official Training Unit, Office of the State Comptroller

3:30 - 4:30 pm Tour of the Olympic Training Facility adn Viewing of Olympic Luge/Bobsled Team Practice 

Thank You to our Sponsors!


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.


November 2nd, 2018 9:00 AM   through   4:30 PM
US Olympic Training Center
196 Old Military Rd
Lake Placid, NY 12946
United States
Event Fee(s)
Member $ 50.00
Non-Member $ 50.00