GASB Update - The Year in Review (Virtual)
Wednesday, March 20th - 10:00 AM to 12:00 PM
Presenter: Kara Deiana, CPA, Assistant Project Manager, Governmental Accounting Standards Board (GASB)
Program Description: This virtual program will review GASB standards and guidance issued over the past year.
2 CPE Accounting / 2 GFI Elective Credits
GASB Update - Current Projects and Technical Agenda (Virtual)
Wednesday, March 27th - 10:00 AM to 12:00 PM
Presenter: Kara Deiana, CPA, Assistant Project Manager, Governmental Accounting Standards Board (GASB)
Program Description: This virtual program will provide details on GASB's current projects as well as its technical agenda for the next year.
2 CPE Accounting / 2 GFI Elective Credits
Ethics and Professional Conduct for NYS CPAs
Wednesday, April 17th, 2024 - 8:00 AM to 12:00 PM (Albany Marriott)
Presenter: Aaron Kofira, CPA, Partner, Bonadio & Co., LLP
Moderator TBA:
Program Description: This program fulfills the triennial Regulatory Ethics training requirement for NYS CPAs.
4 CPE Regulatory Ethics / GFI Advanced Level Ethics Credit
Multi-Year Financial Planning - A Hands-On Approach
Wednesday, April 17th, 2024 - 10:00 AM to 11:40 AM (Albany Marriott)
Presenter: Leslie E. Richard, CPA, Auditor 2, Office of the State Comptroller - Office of Local Government and School Accountability
Moderator TBA:
Program Description: Although not required, multi-year financial planning can be an invaluable tool local governments and school districts can utilize to better plan budgets and capital projects. This program is an introduction to this type of planning and provides an opportunity to 'get your hands dirty' as you learn.
2 CPE Specialized Knowledge / 2 GFI Elective Credits
GFOA Distinguished Budgeting Award Roundtable
Wednesday, April 17th, 2024 - 1:00 PM - 2:40 PM (Albany Marriott)
Presenters: Robert Battaglia, Senior Market Development Executive, ClearGov
Janice Gaston, Comptroller, City of Newburgh
Inna Reznik, CPA, Comptroller, City of Long Beach
Gretchen Riordan, Deputy Budget Director, County of Orange
Deborah Slesinski, Budget Director, County of Orange
Moderator TBA:
Program Description:
National GFOA established the Distinguished Budget Presentation Awards Program in 1984 to encourage and assist state and local governments to prepare budget documents of the very highest quality that reflect both the guidelines established by the National Advisory Council on State and Local Budgeting and GFOA's best practices on budgeting, and then to recognize individual governments that succeed in achieving that goal.
Approximately 1,800 governments have been recognized for transparency in budgeting. To earn recognition, budget documents must meet program criteria and excel as a policy document, financial plan, operations guide, and communications tool.
This program will review the criteria for earning the award as well as feature a roundtable of financial officers from municipalities in New York which have earned the award to share their documents, experiences, and how you can bring home this prestigious award for your entity.
2 CPE Specialized Knowledge / 2 GFI Elective Credits
Leadership Workshop
Wednesday, April 17th, 2024 - 3:00 PM - 4:40 PM (Albany Marriott)
Presenter TBA:
Moderator TBA:
Program Description: This program will focus on the 'hard' and 'soft' skills finance officers should have to be an effective and influential leader in their Finance Office.
2 CPE Specialized Knowledge / 2 GFI Elective Credits