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Downstate Fall Seminar 2023

Thursday October 5th, 2023 | Bear Mountain, Tomkins Cove

9:00 - 9:30 am | Registration  

9:30 - 9:40 am | Welcoming Remarks

9:40 - 10:30 am |  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

10:40 to 11:30 am  | Grant Accounting from the Ground Floor

Accounting and financial reporting for grants can be complex.  This session will cover three key points when working with grants and grant reporting - Management, Internal Control, and Reporting.  This an excellent primer for the seasoned finance officer and perfect for accounting staff who assist in grant management and reporting.

Jeffrey Shaver, CPA, Partner, PKF O'Connor Davies, LLP

Melissa Szot, CPA, Partner, PKF O'Connor Davies, LLP

1 CPE Accounting  | 1 GFI Elective Credit

11:40 am to 12:30 pm  | Green Bonds - A Primer

This session will cover the basics of Green Bonds - what they are, how this financing vehicle works, and the various options and strategies available.

Jeff Storch, Partner, Harris Beach, PLLC

1 CPE Specialized Knowledge  | 1 GFI Elective Credit

12:30 - 2:00 pm | Networking Luncheon



  • 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
October 5th, 2023 from  9:00 AM to  2:00 PM
Bear Mountain Inn & Conference Center
99 Service Road
Tomkins Cove, NY 10986
Event Fee(s)
Seminar Fee
Member $95.00
Non-Member $190.00