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TZID:America/New_York
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DTSTART:20261118T100000
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BEGIN:VEVENT
UID:CiviCRM_EventID_638_803d16b60de9a6f942f59aae622f3de8@nysgfoa.org
SUMMARY:Western Holiday Seminar 2026
X-ALT-DESC;FMTTYPE=text/html:<!DOCTYPE HTML PUBLIC
  "-//W3C//DTD HTML 3.2//EN"><html><body><p>Wednesd
 ay\, November 18\, 2026 | Reikart House\, Amherst<
 /p><figure class="table"><table><tbody><tr><td><st
 rong>10:00 - 10:30 am | Registration</strong></td>
 </tr><tr><td><strong>10:30 - 10:40 am | Welcoming 
 Remarks</strong></td></tr><tr><td><p><strong>10:40
  - 11:30 am | Economic Update</strong></p><p>Inter
 est rates\, tariffs\, global instability\, mid-ter
 m elections\, volatile interest rates - these even
 ts (and more) can impact fiscal policies at variou
 s levels of government. This session will provide 
 a snapshot of where we are\, and from where the sh
 ifting economic winds may blow in 2027.  </p><p><b
 >Presenter: Kyle Larson\, CFA\, </b>Wealth Advisor
  Manager\, <i>M&T Bank / Wilmington Trust</i></p><
 p>1 CPE Advisory Services | 1 GFI Elective Credit<
 /p></td></tr><tr><td><p>  <strong>11:30 am - 12:45
  pm | Holiday Luncheon</strong><br></p></td></tr><
 tr><td><p><strong>12:45 - 1:35 pm | Unlocking Fede
 ral Cash for Local Infrastructure: Maximizing Dire
 ct Pay Investment Credits</strong></p><p>For towns
 \, villages\, cities\, and school districts\, the 
 federal Elective (Direct) Pay program represents a
  historic shift in public finance—effectively turn
 ing clean energy tax credits into direct cash refu
 nds. However\, recent federal legislative changes 
 have significantly compressed the eligibility wind
 ow\, drastically shortening the timeline to secure
  full funding for municipal wind and solar install
 ations. </p><p>This session will cover the core me
 chanics of the program\, dissect the urgent new de
 adlines\, and lay out the clear steps required to 
 successfully file and claim these funds. Attendees
  will leave with a strategic framework to audit th
 eir municipality's capital portfolios and ensure t
 hese time-sensitive federal dollars are not perman
 ently left on the table.</p><p><strong>Presenters:
  Pietra G. Zaffram\, </strong>Partner\, and<strong
 > Edmund J. Russell\, III\, </strong>Partner\, <i>
 Hodgson Russ LLP</i></p><p>1 CPE Specialized Knowl
 edge / 1 GFI Elective Credit</p></td></tr><tr><td>
 </td></tr><tr><td><p><strong>1:45 - 2:35 pm | Inte
 grating AI into Your Strategic Planning</strong><s
 trong style="background-color:transparent\;"><br><
 /strong></p><p><span style="background-color:trans
 parent\;">Where do we start? What is the process? 
 How do we get employee buy-in? Will the implementa
 tion of AI eliminate positions? Is it safe?</span>
 </p><p><span style="background-color:transparent\;
 "> These are just a few of the questions which wil
 l be addressed in this session. </span></p><p><str
 ong style="background-color:transparent\;">Present
 er: Timothy Doyle\, CPA\, </strong><span style="ba
 ckground-color:transparent\;">Partner\, </span><sp
 an style="background-color:transparent\;"><i>The B
 onadio Group</i></span></p><p>1 CPE Advisory Servi
 ces / 1 GFI Elective Credit<strong><font color="#0
 85294"> </font></strong></p></td></tr><tr><td><str
 ong>2:45 - 4:00 pm | Holiday Reception</strong></t
 d></tr><tr><td><br></td></tr></tbody></table></fig
 ure><p> <img src="https://nysgfoa.org/images/Regio
 nalSponsorImages/W%20Holiday%202026%20Sponsor%20Si
 gn_2026July2.png" style="width:1898px\;" alt="W%20
 Holiday%202026%20Sponsor%20Sign_2026Apr29.png" tit
 le=""></p><h2>Policies</h2><ul><li>Upon registerin
 g for this event\, you agree to the below policies
 .</li></ul><p><strong>REGISTRATION POLICY: </stron
 g></p><ul><li>Payment should be made in advance or
  brought with you to the seminar.</li><li>Pre-regi
 stration is preferred.</li><li>On-site registratio
 ns are accepted\; however\, there will be an addit
 ional fee of $10.00.</li><li>If you need a hard co
 py of the registration form\, please contact the o
 ffice.</li></ul><p><strong>CPE/GFI CREDITS</strong
 ></p><ul><li>CPE and GFI credit can be earned by v
 erified attendees of the Seminar.</li></ul><p><str
 ong>CANCELLATION POLICY: </strong></p><ul><li>Canc
 ellation notices must be made in writing and email
 ed to <a href="mailto:info@nygfoa.org">info@nygfoa
 .org</a>.</li><li>Cancellations made up to one wee
 k prior to the event\, will be refunded the regist
 ration fee less an administrative fee of $15.00.</
 li><li>No refunds will be issued for cancellations
  made less than one week before the event\; the re
 gistrant is liable for the full amount of registra
 tion.</li><li>No Shows are liable for all registra
 tion fees.</li></ul><p><strong>Recording & Use of 
 Photography Policy:</strong></p><ul><li>By registe
 ring for this seminar\, you give NYGFOA the right 
 to publish and distribute photos and/or videos tak
 en of you during the program.</li></ul><p><strong>
 Personal Information Policy:</strong></p><ul><li>N
 YGFOA may collect\, store\, or transmit your perso
 nal identifiable information such as name\, addres
 s\, contact information\, preferences\, demographi
 c information\, as well as any hotel or travel req
 uests you provide us. This information is necessar
 y for the facilitation of registration services fo
 r you. This information may be shared with other 3
 rd parties such as travel or lodging providers.</l
 i></ul><p><strong>ADA Policy:</strong></p><ul><li>
 If you require special accessibility or accommodat
 ions please email Mandie at <a href="mailto:connel
 l@nygfoa.org">connell@nygfoa.org</a></li></ul></bo
 dy></html>
DESCRIPTION:Wednesday\, November 18\, 2026 | Reikart House\, A
 mherst\n \n 10:00 - 10:30 am | Registration\n 10:3
 0 - 10:40 am | Welcoming Remarks\n 10:40 - 11:30 a
 m | Economic Update\n \n Interest rates\, tariffs\
 , global instability\, mid-term elections\, volati
 le interest rates - these events (and more) can im
 pact fiscal policies at various levels of governme
 nt. This session will provide a snapshot of where 
 we are\, and from where the shifting economic wind
 s may blow in 2027.  \n \n Presenter: Kyle Larson\
 , CFA\, Wealth Advisor Manager\, M&T Bank / Wilmin
 gton Trust\n \n 1 CPE Advisory Services | 1 GFI El
 ective Credit\n \n \n   11:30 am - 12:45 pm | Holi
 day Luncheon\n \n \n \n 12:45 - 1:35 pm | Unlockin
 g Federal Cash for Local Infrastructure: Maximizin
 g Direct Pay Investment Credits\n \n For towns\, v
 illages\, cities\, and school districts\, the fede
 ral Elective (Direct) Pay program represents a his
 toric shift in public finance—effectively turning 
 clean energy tax credits into direct cash refunds.
  However\, recent federal legislative changes have
  significantly compressed the eligibility window\,
  drastically shortening the timeline to secure ful
 l funding for municipal wind and solar installatio
 ns. \n \n This session will cover the core mechani
 cs of the program\, dissect the urgent new deadlin
 es\, and lay out the clear steps required to succe
 ssfully file and claim these funds. Attendees will
  leave with a strategic framework to audit their m
 unicipality's capital portfolios and ensure these 
 time-sensitive federal dollars are not permanently
  left on the table.\n \n Presenters: Pietra G. Zaf
 fram\, Partner\, and Edmund J. Russell\, III\, Par
 tner\, Hodgson Russ LLP\n \n 1 CPE Specialized Kno
 wledge / 1 GFI Elective Credit\n \n \n \n 1:45 - 2
 :35 pm | Integrating AI into Your Strategic Planni
 ng\n \n \n Where do we start? What is the process?
  How do we get employee buy-in? Will the implement
 ation of AI eliminate positions? Is it safe?\n \n 
  These are just a few of the questions which will 
 be addressed in this session. \n \n Presenter: Tim
 othy Doyle\, CPA\, Partner\, The Bonadio Group\n \
 n 1 CPE Advisory Services / 1 GFI Elective Credit 
 \n \n \n 2:45 - 4:00 pm | Holiday Reception\n \n \
 n  \n \n Policies\n Upon registering for this even
 t\, you agree to the below policies.REGISTRATION P
 OLICY: \n \n Payment should be made in advance or 
 brought with you to the seminar.Pre-registration i
 s preferred.On-site registrations are accepted\; h
 owever\, 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 CREDITS\n \n C
 PE and GFI credit can be earned by verified attend
 ees of the Seminar.CANCELLATION POLICY: \n \n Canc
 ellation notices must be made in writing and email
 ed to info@nygfoa.org (mailto:info@nygfoa.org).Can
 cellations made up to one week prior to the event\
 , will be refunded the registration fee less an ad
 ministrative fee of $15.00.No refunds will be issu
 ed for cancellations made less than one week befor
 e the event\; the registrant is liable for the ful
 l amount of registration.No Shows are liable for a
 ll registration fees.Recording & Use of Photograph
 y Policy:\n \n By registering for this seminar\, y
 ou give NYGFOA the right to publish and distribute
  photos and/or videos taken of you during the prog
 ram.Personal Information Policy:\n \n NYGFOA may c
 ollect\, store\, or transmit your personal identif
 iable information such as name\, address\, contact
  information\, preferences\, demographic informati
 on\, as well as any hotel or travel requests you p
 rovide us. This information is necessary for the f
 acilitation of registration services for you. This
  information may be shared with other 3rd parties 
 such as travel or lodging providers.ADA Policy:\n 
 \n If you require special accessibility or accommo
 dations please email Mandie at connell@nygfoa.org 
 (mailto:connell@nygfoa.org)
CATEGORIES:W Seminar
CALSCALE:GREGORIAN
DTSTAMP;TZID=America/New_York:20261118T100000
DTSTART;TZID=America/New_York:20261118T100000
DTEND;TZID=America/New_York:20261118T160000
LOCATION:Reikart House- Buffalo\n 5000 Main Street\n Amhers
 t\, NY 14226\n 
URL:https://nysgfoa.org/index.php?option=com_civicrm&task=civicrm/event/info&Itemid=101&reset=1&id=638
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