Northeast Summer Seminar 2022

Online Registration is closed for this event. 


Friday August 12, 2022 | Fort William Henry Conference Center, Lake George 

9:30 - 10:00 am | Registration 

10:00 am - 10:10 am | Welcoming Remarks

Michael Cohen, CPA, Comptroller, Town of Bethlehem and NYGFOA Northeast Region Council Chair

10:10 am - 11:00 am | NYS EFC Financing Initiatives for Clean Water and Drinking Water Projects 

The New York State Environmental Facilities Corporration provides low-cost financing solutions for public sector clean water and drinking water projects in municipalities throughout the state.  Learn the latest on what is available!

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

Rebecca Walker, Senior Equity Finance Manager, NYS Environmental Facilities Corp. (NYS EFC)

Rebecca Lanahan, P.E., Environmental Engineer II, NYS Environmental Facilities Corp. (NYS EFC)

11:10 am - 12:00 pm | Federal Single Audits (Uniform Guidance) and ARPA Funds

Many local governments are receiving ARPA funds from the Federal government in excess of the $750,000 threshold which, if expended during a municipality's fiscal year,  could trigger a federal single audit (Uniform Guidance).  In April, the U.S. Treasury released new guidance which simplifies this process if your entity receives (in the aggregate), less than $10 million in ARPA funds.  This session explains what this guidance means to your entity, what uniform guidance audits (and attestations) are, and the process and procedures for audits conducted under these federal rules.

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

Brendan Kennedy, CPA, Partner, BST & Co. CPAs, LLP 

12:00 pm - 1:00 pm | Networking Luncheon

1:10 pm - 2:00 pm | Health Insurance - Market Overview, Trends and Managing Costs    

Projections of double digit increases in health insurance premiums for the coming year are in the news.  Besides inflation, learn what other factors are contributing to the increasing cost of health care.  The session will also touch on developments in the self-insurance market and share various strategies to consider to control health-related costs such as negotiating for discounts and rebates when contracting for pharmacy benefits.     

1 CPE - Advisory Services | 1 GFI Elective Credit

Michael L. Frank, ASA, FCA, MAAA, President & Actuary, Aquarius Capital

2:10 pm - 3:00 pm | Investing and Borrowing in a Rising Interest Rate Environment

Global interest rates are spiking, inflation is at 40-year highs.  The changes in the investing and borrowing environment are coming fast.  Learn some investment and borrowing strategies to consider as you manage your entity's cash flow and borrowing needs.  

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

Jeanine Rodgers-Caruso, CEO / Municipal Advisor, Fiscal Advisors & Marketing, Inc.

Joe Rulison, Co-Founder/CEO, three+one

3:00 pm - 4:00 pm | Reception

Program Subject to Change




  • 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/GFI- Only Seminar attendees can earn CPE and/or GFI credit
  • 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 event.

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
August 12th, 2022 9:30 AM through  4:00 PM
Fort William Henry Conference Center
48 Canada Street
Lake George, NY 12845
Event Fee(s)
Seminar Fee
Member $95.00
Non-Member $95.00