Downstate Fall Seminar 2021

 Registration is closed for this event

Wednesday, October 6, 2021 | The Grandview, Poughkeepsie

Registration & Light Breakfast  (8:30 am - 9:00 am) 

OSC Updates:  The New Financial Reporting Modernization Project and AUD Reporting (9:10 am - 10:00 am) 

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 CPE - Accounting (Gov't) | 1 GFI Elective Credit

Jay Phillips, Project Assistant - AFR Modernization Team, Office of the State Comptroller

Dan Acquilano, Manager - Local Official Training Unit, Office of the State Comptroller

ARPA Funding Roundtable:  The 'Then', The 'Now' and the 'What's Next' (10:20 am - 12:00 pm) 

Billions in American Rescue Plan (ARPA) funding have been distributed to State and local governments.  Guidance has been issued and continues to be updated regularly.  There are many questions regarding the use of the funds, certification of the use of the funds, and the proper accounting and financial reporting for the funds. 

This program will have a panel of government finance experts from across the services spectrum (legal, advisory, cash management, accounting and auditing, etc.) which will share what we know, what is happening currently and the critical roles government finance officers play in managing and complying with the requirements associated with ARPA funds. 

Attendees will have the opportunity to participate in interactive roundtables to share their 'ARPA stories' with the panel and colleagues.

2 CPE - Specialized Knowledge (Gov't) | 2 GFI Elective Credits

Christine Chale, Partner, Rodenhausen, Chale & Polidoro, LLP

Gregg Evans, CPA, Partner, The Bonadio Group, LLP

Joel Friedman, Director - Investment Advisory Services, NYCLASS

Richard Tortora, President, Capital Markets Advisors, LLC

Networking Luncheon with Peers and Colleagues (12:00 PM to 1:00 PM)




We are excited to be returning in person for our Downstate Fall seminar! As excited as we are to be back in person, we are also sensitive to the changing environment with respect to COVID-19 and are dedicated to hosting an event that has the best interest of our attendees front of mind.

To accomplish this we have updated our attendee policy concerning COVID-19 listed below.

  • NYGFOA is requiring all attendees to be screened on arrival to establish full vaccination status OR a negative test taken no more than 72 hours prior to arrival. Vaccination status can be proved by vaccination card or Excelsior Pass. Those who fail to provide either will not be allowed to participate in this seminar.
  • Walk-in registrants must abide by these rules as well.
  • Regardless of vaccination status, NYGFOA requests that masks are worn throughout the day.
  • Masks may be removed while sitting and eating meals.



  • 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. 



  • 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.
  • Upon registering for this event, you agree to this policy. 
October 6th, 2021 9:00 AM through  1:00 PM
The Grandview
176 Rinaldi Blvd
Poughkeepsie, NY 12601
Event Fee(s)
Seminar Fee
Member $95.00
Non-Member $190.00