Skip to Main Content


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 - Unleash Your Emotional Resiliency

Wednesday, April 17th, 2024 - 3:00 PM - 5:00 PM (Albany Marriott)

Presenter: Dr. Irvine Nugent, PCC, CSP, Partner, Copia Leadership

Moderator TBA:

Program Description: Emotions are the most powerful force inside any organiza,on or leadership rela,onship. They influence everything from our effectiveness to building and maintaining relationships to managing human behavior which very often seems unpredictable especially in the current business climate of
rapid change and uncertainly.

However, every leadership relationship is part of a bigger emotional system which has very predicable human behaviors that can be observed and successfully managed. By understanding these predictable human behaviors, you will have the keys to recognize the reactive actions of colleagues, clients, and even yourself.

Empowered with this new knowledge you will be able to see resistance, conflict, blaming, overwork, distancing, and mixed messages in a new positive light. Furthermore, you will discover that instead of being frustrated or confused on how to respond what is most required from you is being a less anxious presence. Not only will you have greater impact, but it will come with less emotional wear and tear.

Session Takeaways:

• Understand how anxiety drives predictable human behaviors.
• Recognize the contagious influence of your emo,ons with every encounter.
• Learn how to decode hidden emo,ons to give you a leadership advantage.
• Discover how to lower the emo,onal anxiety around you by staying calm, staying
connected and staying the course.
• Ensure a “win-win” by being a step-down transformer.

2 CPE Advisory Services / 2 GFI Elective Credits