Virtual Holiday Seminar 2022

 Registration is closed for this event

Hosted by the Central & Northeast Region


Thursday December 1, 2022 | Virtual 

10:00 am - 10:50 am |  Capital Budgeting Best Practices

In our current environment capital project planning is at the forefront for local governments across New York. Unfortunately, many finance and budget officers have historically lacked the tools required to implement and maintain a robust Capital Improvement Plan. This session will highlight some nationally recognized capital budgeting best practices and discuss how local governments can use modern software to create and communicate their capital plan to residents.  

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

Robert Battaglia, Senior Market Development Executive, ClearGov

Joseph Bryant, MPA, Budget Analyst, City of Poughkeepsie

Bryan White, Village Manager, Village of Fairport

11:00 am to 11:50 AM  | The Economy and Your Entity's Investment Strategy

Rising interest rates, inflation not seen in decades, volatility in the markets and the potential for an economic recession have economists and pundits wondering 'what's next?'  How has this changed the investing environment for government entities' idle cash?  This session will provide a general market overview as well as review and discuss investment strategies not considered in nearly a decade.

1 CPE Advisory Services  | 1 GFI Elective Credit

Stephanie Lom, Managing Director, Raymond James & Associates, Inc.

David Sutton, Managing Director, Raymond James & Associates, Inc.



  • Upon registering for this event, you agree to the below policies. 


  • Payment should be made in advance.
  • If you need a hard copy of the registration form, please contact the office. 


  • CPE - Only verified attendees of the live program can earn CPE credit.
  • GFI - Credit can be earned from both the live and recorded version of this program.


  • 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 webinar, 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
December 1st, 2022 10:00 AM through 12:00 PM
The Comfort of Your Home or Office, NY
Event Fee(s)
Seminar Fee
Member $60.00
Non-Member $60.00