| Sunday, April 27 |
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2:00 pm – 6:00 pm |
Registration Open |
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2:00 pm – 6:00 pm |
Tee Times Begin for golf (pre-registration required) |
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3:00 pm – 3:50 pm |
Concurrent: Foundations of Governmental Accounting – Part 1 |
Jenn CruverKibi, Maher Duessel |
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Concurrent: S&P Global Ratings – Ratings Process and Pennsylvania Credit Trends |
Felix Winnekens, S&P Global |
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4:00 pm – 4:50 pm |
Concurrent: Foundations of Governmental Accounting – Part 2 |
Jenn CruverKibi, Maher Duessel |
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Concurrent: Proven Strategies to Increase Delinquent Collections |
Kevin Buraks & Jason Leininger, Portnoff Law Associates |
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5:00 pm – 5:30 pm |
First Time Attendee and New Member Reception |
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5:00 pm – 6:30 pm |
Welcome Reception and Exhibit Hall Open |
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6:30 PM |
West Region Meet Up |
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| Monday, April 28 |
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7:00 am – 5:00 pm |
Registration Open |
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7:30 am – 6:30 pm |
Exhibit Hall Open |
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7:30 am – 8:15 am |
Breakfast with Exhibitors in Exhibit Hall |
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8:20 am – 8:30 am |
Welcome |
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8:30 am – 9:30 am |
Opening Keynote: The Intangible It |
Jack Stahlmann |
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9:30 am – 9:45 am |
Break with Exhibitors |
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9:45 am – 10:35 am |
Concurrent: Manage Your Budget Year-Round: How to get value when you AREN’T building your budget |
Bill Hart, OpenGov |
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Concurrent: Ten Tips from a Trusty Treasurer |
Erica Rocchi Brusselars, ACPFIM |
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10:35 am – 10:45 am |
Break |
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10:45 am – 11:35 am |
Concurrent: The QUANTUM LEAP! – from QuickBooks to True Fund Accounting: A Software Perspective |
Frank Natale, Ted Cormier, Vadar Systems |
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Concurrent: Preparing for a Trip to the Bargaining Table |
Joshua Hausman, Campbell Durrant, PC |
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11:35 am – 12:35 pm |
Lunch and Visit with Exhibitors |
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12:45 pm – 1:35 pm |
Concurrent: Late Night Presents: The Top Ten Legal and Financial Trends in Government Finance for 2025 |
John Callahan, MTB, Christopher Hoffert, Stifel, Jen Caron, Eckert Seamons |
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Concurrent: The Current Landscape of Pennsylvania Municipal Retirement Plans |
Rich Ritzer, CBIZ |
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1:45 pm – 2:35 pm |
Concurrent: Succession Planning and Recruiting |
Heidi Vorhees, GovHR |
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Concurrent: Preventing and Addressing Fraud |
Scott Koman and Mark Banks, Boyer & Ritter |
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2:35 pm – 3:00 pm |
Break with Exhibitors |
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3:10 pm – 4:00 pm |
Concurrent: PA Municipalities Under Financial Distress (How To Avoid How They Got Off It) |
Gordon Mann, PFM |
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Concurrent: Next-Level Fraud Prevention, Strategies for Today’s Threat Landscape |
Sierre Lindgren, Corpay |
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4:10 pm – 5:00 pm |
Concurrent: Rethinking Reserve: The Strategic Role of Section 115 Trusts in Enhancing Financial Resilience |
Kathryn Cannie and Charlie Francis, PARS |
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Concurrent: Banking on Experience: Takeaways from recent RFPS and Client insights |
Alex DeRosa, three+one |
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5:30 pm – 6:15pm |
Reception with Exhibitors |
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6:15 pm – 9:00pm |
Reception Dinner |
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| Tuesday, April 29 |
7:45 am – 8:45 am |
Continental Breakfast with Exhibitors |
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8:45 am – 9:15 am |
Annual Membership Meeting |
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9:15 am – 10:15 am |
Budget Games with Chris Morrill, GFOA |
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10:15 am – 10:45 am |
Break with Exhibitors |
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10:45 am – 11:35 am |
Concurrent: Busting Myths About Cybersecurity and Cyber Insurance for Local Government Entities |
Jessica Newman, Acrisure Cyber Services |
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Concurrent: Healthcare Trends and Cost-Containment Strategies |
Emilie Gutierrez, Delaware Valley Trusts, Stephen Fallon, Insurance Buyers Council |
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10:45 am – 3:00 pm |
Exhibit Breakdown |
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11:35 am – 12:30 pm |
Lunch |
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12:40 pm – 1:30 pm |
Concurrent: PA Establishing Enterprise Risk Management Office |
John Kaschak, Pennsylvania Office of the Budget |
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Concurrent: GASB Update |
Kevin Stouffer and Krista Gardner, SEK CPAs and Advisors |
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1:45 pm – 2:35 pm |
Concurrent: Liquid Fuels- PennDOT (what you need to file, when you need to file… |
Kristin Sims, PA Dept of Transportation |
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Concurrent: Seeing the Forest through the Trees: Insights from an Interim Municipal Finance Director |
Cindy Bergvall, CPA, Sheila Mauger, CPA, Bee Bergvall and Co. |
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2:00 pm – 5:00 pm |
Excursion: Craft Beer Walking Experience (pre registration required) |
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2:30 pm – 2:45 pm |
Break |
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2:45 pm – 3:35 pm |
Concurrent: Planning For Arbitrage |
Dustin Starr, Maher Duessel |
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Concurrent: Fund Balance Policy (GFOA Best Practice or PFM) |
Glenn Dickerson, Limerick Township |
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3:45 pm – 4:35 pm |
Concurrent: Municipal Leasing: How To Buy Capital and Increase Cash Flow |
Joe O’Brien, Univest |
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Concurrent: Session TBA |
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4:35 PM |
Open Evening – No Events Planned |
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| Wednesday, April 30 |
7:45 am – 8:30 am |
Breakfast |
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8:30 am – 9:20 am |
State of the Economy and its impact on Investment Rates |
Rajesh Chainani, PMA |
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9:20 am – 9:35 am |
Break |
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9:35 am – 10:25 am |
Legislative Update |
Amy Sturges, PML |
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10:25 am – 11:15 am |
Getting More Than You Bargained For! |
Doug Tieman |
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11:15 am – 11:30 am |
Closing and Door Prizes |
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