Full Schedule |
Sunday |
Monday |
Tuesday |
Wednesday |
| Monday, May 20 | ||
| 7:00 am – 5:00 pm | Registration | |
| 7:30 am – 6:30 pm | Exhibit Hall Open | |
| 7:30 am – 8:15 am | Breakfast with Exhibitors | |
| 8:20 – 8:30 am | Welcome | Mark Romito |
| GFOA-PA President | ||
| 8:30 – 9:30 am | Re-Imagining Your Positive Workforce Culture for the NEW Work Environment | Andy Masters |
| As the world emerges from the Great Resignation, staffing shortages, and low morale–the time to create a positive work environment and make the workplace FUN again has never been more important.
The incredible impacts of a positive work environment include improved recruiting, less stress, higher morale, lower turnover, greater teamwork, creativity, innovation, and even increased service levels–accomplished with LITTLE or NO costs! |
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| 9:30 – 9:45 am | Break with Exhibitors | |
| 9:45 – 10:35 am | Concurrent Sessions | |
| Re-Imagining Your Positive Workforce Culture for the NEW Work Environment Breakout Session | Andy Masters | |
| Budget and Bargaining – Using Your Budget to Navigate Labor Negotiations | Joshua C. Hausman, Esq., Campbell Durant | |
| Labor costs are a public employer’s largest expenditure, yet employers all too often fail to appreciate how benefits contained in collective bargaining agreements impact public coffers on a dollars-and-cents basis. By understanding those costs and measuring their true impact on municipal budgets, employers can gain a “leg up” in bargaining. | ||
| 10:45 – 11:35 am | Concurrent Sessions | |
| Supporting Electeds, Executives, and Departments Through Improved Forecasting, Communications, and Reporting | Scott Coble, OpenGov | |
| Everything comes down to the Budget and Finance Office. Whether it’s mediating disagreements among elected officials, educating the public on the real-world impact of policy decisions, or bearing the brunt of helping departments navigate the disparity between aspirations and resources, it is not easy getting squeezed from all sides. No matter how you currently run your budget process, there are ways to invest a little time now to save a lot of time later on when the crucible of budgeting really starts to heat up. | ||
| Finance Cooperatives | ||
| The Borough of Dormont had a problem in 2022. They needed to retool their finance function. In this presentation, the presenters will highlight the synthesis of the cooperative concept, the execution of creating an intermunicipal finance cooperative, including navigating the politics of doing so, and the successes and opportunities that have accompanied this endeavor. | Krista M. Watt, Assistant Borough Manager, Borough of Dormont Andrew McCreery, Finance Director, Mt. Lebanon Municipality | |
| 11:35 am – 12:35 pm | Lunch with Exhibitors | |
| 12:45 – 1:35 pm | Concurrent Sessions | |
| Regaining Momentum in the Finance Office | Mike Doerr, Paymerang | |
| Many organizations are adopting technology and automation to increase efficiency, save costs and mitigate fraud. Join us to learn more about how embracing electronic payments can help your business office regain momentum. | ||
| Funding Post-Retirement Medical with Retiree Medical Trusts | ||
| Retiree medical benefits continues to be a popular topic. This presentation will provide an overview of how to fund post-retirement medical benefits with Retiree Medical Trust. These trusts are a cost-effective and flexible alternative to help employees save for future retiree medical expenses, during their active employment. | Rich Ritzer, Mike Glackin, Shana Saichek, CBIZ | |
| 1:45 – 2:35 pm | Concurrent Sessions | |
| Four Letter Words Frequently Entering the Pension Conversation Plus Other Trends | Amy Crouse, Acrisure.Bob Hazy, Acrisure | |
| QDRO, DROP, COLA, ASOP – the list goes on. Actuarial experts present an uncensored look at a variety of pension topics and emerging trends. It’ll be good—we swear! | ||
| How to “Bake” a Bond Issue: Have Your Cake and Eat It Too When You Learn the Recipe for Bond Financing | ||
| “We’ll use the analogy of baking a cake to undertaking a bond issue with the following learning objectives: 1. Determine the type of cake you want to make (Identify the project); 2. Find the recipe (Identify the financing team to lay out the process); 3. Gather the ingredients (Prepare financing documents and due diligence); 4. Mix the batter (Market and price the Bonds, legal authorization); 5. Bake in the oven (File with DCED if necessary, prepare closing documents); 6. Timer goes off (Bond closing, funds are wired); 7. Cut the cake (Divide up the slices for issuance costs and project costs) *Sheet cake can be served with this presentation.” |
Jennifer Caron, Esq., Eckert Seamans Cherin & Mellott LLC , Chris Hoffert, Director, Stifel Public Finance , Jamie Schlesinger, Managing Director, PFM Financial Advisors LLC | |
| 2:35 – 3:00 pm | Break with Exhibitors | |
| 3:10 – 4:00 pm | Concurrent Sessions | |
| Capital Budgeting Best Practices | Thomas Skoch, ClearGov | |
| Discover the key to unlocking a more efficient, collaborative, and transparent approach to Capital Improvement Planning. This session will guide you through best practices to create dynamic, multi-year capital plans that are not only up-to-date but pivotal for the financial health of your organization. Join us to learn how to enhance service delivery to citizens and businesses by integrating innovative strategies into your planning process. | ||
| Navigating the Complexities of Arbitrage Rebate Compliance | ||
| The session will provide an overview of arbitrage including a basic understanding of arbitrage regulations, continuing compliance, and required filings. Additionally, insight will be provided from the panel of presenters regarding changing market conditions leading to possible rebate and resulting considerations. | Jennifer Caron, Esq.,Eckert Seamans Cherin & Mellott, LLC; Jon Cox, Eckert Seamans Cherin & Mellot, LLC; Dustin Starr, Maher Duessel; Alisha Reesh Henry, PNC | |
| 4:10 – 5:00 pm | Concurrent Sessions | |
| The Secret to Successfully Collecting Delinquent Accounts | ||
| Under Pennsylvania law, municipalities and taxing districts are provided with the ability to create incentives to prompt the payment of delinquent accounts. This session will provide attendees with a thorough understanding of the legal options available, along with proven strategies that will help maximize the collection of their delinquent accounts. | Jason Leininger, Esq.; Kevin Buraks, Esq., Portnoff Law Associates, Ltd. | |
| How to Prepare for an Audit | Kevin Stouffer, Krista Gardner, SEK | |
| Practical considerations on how to appropriately prepare for an audit. This session will include an overview of what information will be needed for your audit and how to make the process be as smooth as possible. | ||
| 5:30 – 6:15 pm | Reception with Exhibitors | |
| 6:15 – 9:00 pm | Dinner and Entertainment |