| Tuesday, May 21 |
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| 7:45 – 8:45 am |
Continental Breakfast with Exhibitors |
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| 8:45 – 9:15 am |
Annual Membership Meeting |
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| 9:15 – 10:15 am |
GFOA Federal Initiative Update |
Emily Brock |
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The mission of the GFOA’s Federal Liaison Center is to inform GFOA members about federal legislation, regulations, judicial actions, and policies that affect public finance functions and to represent the interests of GFOA in Washington, DC. This session will update attendees on the Center’s recent efforts and will identify federal legislation that may impact the financial position of local governments. |
GFOA Federal Liaison Center |
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| 10:30 – 11:20 am |
Concurrent Sessions |
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Four Pillars of Local Government Investing |
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You’ve heard of the Four Pillars of Investing, but have you considered them through a local government lens? This session will focus on four areas of investing for local governments, including short-term investments, long-term investments, permitted investments, and bond proceeds. We will also explore strategies for borrowings, investments and planning for arbitrage rebate. |
Brian Sanker, PLGIT; Jamie Schlesinger, PFM Financial Advisors LLC; Michael Steinbrook, PFM Asset Management |
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The Ethics Act: A Short Guide on Staying Out of the News |
Mary Fox |
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Public servants do their best to avoid running afoul of the law. However, sometimes personal interests conflict with public obligations. In this presentation, learn what the Ethics Commission is and what they do, review some of the Ethics Act provisions that are most frequently violated by public officials and employees, and discover available tools to help stay on the right side of the Ethics Act. |
Executive Director, PA State Ethics Commission |
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| 11:20 – 12:30 pm |
Lunch with Exhibitors |
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| 12:40 – 1:30 pm |
Concurrent Sessions |
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All Things Pension |
Susan Trout, Mockenhaupt |
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This presentation discusses all things that affect PA municipal pension plans including proper management of State aid, MMOs, employee contributions, as well as a review of understanding your actuarial valuation report and strategies to decrease costs. The presentation will also touch on pension plan mergers, DROs and Secure Act changes. |
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Advantages to Automating Challenging Public Safety Scheduling & Pay Rules |
Steven Usarzewicz , Primepoint |
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In this session we will dive into the challenges of manpower based scheduling needs, FLSA Overtime rules that may span several pay periods and the resulting administrative and reporting efficiencies created from an integrated Human Capital Management System (HR/Payroll/TLM/Scheduling/Leave of Absence Management). |
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| 1:40 – 2:30 pm |
Concurrent Sessions |
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How to Recognize and Stop Financial Fraudsters |
John Callahan, M&T Bank |
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In today’s digital age, the internet has become an invaluable resource for businesses and financial institutions, offering convenience and efficiency. However, with these advancements, a new breed of criminal has emerged: the cyber thief. To safeguard your local government’s online financial security, education and proactive measures are essential. Preventing fraud has never been more crucial. As financial crime continues to grow, financial institutions are bolstering their fraud divisions every year. Criminals are cunningly exploiting the situation, attempting to gain your trust and access to your data or funds. Can you differentiate these common schemes from legitimate transactions? |
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How To Navigate the Credit Rating Process |
Zach Willard, PFM; Garrett Moore, PFM |
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This presentation is to help familiarize those who are responsible for having credit rating calls for their municipality and what to expect. Topics included will be credit rating basics, preparing for a call, components of the rating, and how to improve your rating and other strategy related to ratings. |
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| 2:30 – 2:45 pm |
Break |
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| 2:45 – 3:35 pm |
GASB Update |
Amy C. Lewis, CPA |
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This session will provide an overview of the GASB standards that become effective in the coming years. Find out what is in progress, on the GASB Board agenda, and scheduled for future consideration. |
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| 3:45 – 4:35 pm |
ABC’s of Liquid Fuels Tax Funds |
Kristen Sims |
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This session will provide an overview of liquid fuels tax funds, including how they are allocated, the rules and regulations for using them, allowable expenditures, reporting requirements, and common audit findings. It will also explain the resources available at PennDOT for government officials related to liquid fuels tax funds. |
PA Department of Transportation |
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| 3:45 – 4:35 pm |
COSTARS Matchmaking – Which Supplier Is Right for You? |
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In the world of government procurement, finding the perfect supplier can be a daunting task. The COSTARS program offers a wide array of suppliers, each with their unique offerings. But how do you know which one is right for you? This workshop will teach participants how to search, vet, and ultimately select a COSTARS-authorized supplier based on their specific organizational needs, thus saving time and, more important, money! |
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| 5:00 PM |
Open Evening & Dine Around |
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