Thursday November 2, 2023 | Virtual
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10:00 - 10:50 am | Conducting a Bank Reconciliation Bank reconciliation, to many finance officers, may seem like a simple task. However, the process can be quite challenging if an entity makes payments from multiple systems, accepts payments at different locations and with various methods of tender, or if it has inconsistencies in their cash handling processes or transactions are not accounted for correctly. Learn about the challenges and pitfalls of completing bank reconciliations, how to improve the process, and the role technology can play to increase efficiency and accuracy. 1 CPE Specialized Knowledge | 1 GFI Elective Credit Duane Shoen, CPA, Partner, Insero & Co., CPAs, LLP |
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11:00 to 11:50 AM | Bank Fraud 101 - The Persistent Problem Bank fraud continues to evolve in sophistication and spans from the increasing problem of 'old style' check fraud to complex cybersecurity breaches and schemes. As much as the warnings about fraud are broadcast, the incidents occurring in the public sector keep growing. Learn the latest numbers on fraud, the most prevalent schemes being utilized, and how your entity can better evaluate its processes for decreasing the risk of fraud, as well as the latest tools to avoid being its next target. 1 CPE Specialized Knowledge | 1 GFI Elective Credit Cynthia Pettit, Vice President, Key Bank, N.A. Mark Spiers, Senior Vice President, Key Bank, N.A. |
THANK YOU TO OUR SPONSORS!
Policies
- Upon registering for this event, you agree to the below policies.
REGISTRATION POLICY:
- Payment should be made in advance.
- If you need a hard copy of the registration form, please contact the office.
CPE/GFI CREDITS
- CPE- Only viewers of the live program can receive CPE credits
- GFI- Credit can be earned from both live and recordings of the program
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 the NYGFOA Annual Conference, you give NYGFOA the right to publish and distribute photos and/or videos taken of you during the conference.
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
| Seminar Fee | |
| Member | $40.00 |
| Non-Member | $40.00 |