Full Schedule |
Sunday |
Monday |
Tuesday |
Wednesday |
| Tuesday, April 28 | 7:45 – 8:45 am | Breakfast with Exhibitors | ||
| Tuesday, April 28 | 8:45 – 9:15 am | Annual Membership Meeting | ||
| Tuesday, April 28 | 9:15 – 10:15 am | Topic TBA | Chris Morrill | GFOA |
| Tuesday, April 28 | 10:15 – 10:45 am | Break with Exhibitors | ||
| Tuesday, April 28 | 10:45 – 11:35 am | Payroll Compliance Refresher: Navigating Wage Laws and Common Pitfalls | Gary Peterson | Primepoint |
| Payroll is the backbone of every organization—but even seasoned professionals can face challenges keeping up with evolving wage laws, deductions, and retirement plan rules. This session is a must-attend for Pennsylvania government finance officers, HR professionals, and payroll staff who want to stay ahead of the curve.
Join us for a practical, hands-on refresher covering: federal and Pennsylvania wage law updates. How to correctly handle 457 plan and 401(a) Defined Contribution deductions. Common payroll mistakes that can trigger audits or penalties—and how to avoid them. Upcoming 2026 legislation that could impact wages, deductions, and retirement plans in your agency |
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| Tuesday, April 28 | 10:45 – 11:35 am | GASB Update | Kevin Stouffer | SEK |
| Join this GASB update session to learn the latest GASB pronouncements, effective dates, and practical implications for government financial reporting and disclosures. | ||||
| Tuesday, April 28 | 11:35 – 12:30 pm | Lunch | ||
| Tuesday, April 28 | 12:40 – 1:30 pm | Expectations, Best Practices, and Pitfalls to Avoid | Jeff Kent, Natalie Caponi, Cara Nicoletti | Maher Duessel |
| This session provides an overview of the audit process from planning through reporting, including expectations, roles, and common requests from auditors. It will also cover key PBC items, common pitfalls, and important financial reporting deadlines to help you prepare more efficiently. | ||||
| Tuesday, April 28 | 12:40 – 1:30 pm | 10-Step Investment Management Process | Katia Frock | PLGIT |
| This session will introduce the 10-step investment management process that we utilize for managing public funds. This process is based on the core principles of designing an investment management program that incorporates state statutes and best practices to help ensure that local governments invest prudently and provide safeguards to uphold the three investment objectives: safety, liquidity, and yield. Additionally, the session will review key elements of investment policies, internal controls, and reporting on public funds. | Matt Conlin | PLGIT | ||
| Tuesday, April 28 | 1:45 – 2:35 pm | You Have A Capital Project, How Are You Going to Pay For It? (Strategies and preparations ahead of securing financing for your new project) | Jen Caron | Eckert Seamans |
| Garrett Moore | PFM | |||
| Panel presentation (bond attorney, municipal advisor and bond underwriter) with focus be on evaluating the optimal source of funding for long-term capital projects and best practices for preparations ahead of securing funding such as educating the governing body, interim financing, long-term financing, debt approval process, reimbursement resolutions and rating preparation. | Chris Hoffert | Stifel | ||
| Tuesday, April 28 | 1:45 – 2:35 pm | Tips and Tricks For Successfully Navigating the CPFO Program | Todd Grady, CPFO | Ferguson Township |
| Tuesday, April 28 | 2:00 – 5:00 pm | Axe Throwing Excursion | ||
| Limited Space Available: Stumpy’s Hatchet House is the perfect place to unplug from technology and embrace the primitive thrill of axe throwing. For a little extra fun, you might even try going region vs. region, turning the activity into a friendly competition for bragging rights!
Attendees registered for the excursion will meet in the Lancaster Marriott lobby at 1:15 p.m., where a bus will transport participants to the venue. Once there, axe throwing fun begins from 2:00–4:00 p.m., complete with both alcoholic and non-alcoholic beverages. Food is available for purchase on-site, so you can refuel between throws. Cost: $75 |
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| Tuesday, April 28 | 2:35 – 2:45 pm | Break | ||
| Tuesday, April 28 | 2:45 – 3:35 pm | Guide to Local Budgeting | Glenn Dickerson | Limerick |
| New to Finance – Discussion on how the local budget is the most important policy document. The budget is developed in order to determine how a community’s resources will be allocated amongst services such as: public safety, health, transportation, etc. All of the services provided by a local municipal government are critical for a thriving community. | ||||
| Tuesday, April 28 | 2:45 – 3:35 pm | The Use of Section 115 Trusts in Structural Budget Balancing and Reserve Optimization | Kathryn Cannie | PARS |
| This engaging and interactive session will explore the strategic use of Section 115 Trusts as tools for achieving structural budget balance and optimizing reserves. Through case studies and other modern approaches, participants will examine how targeted reserves as well as OPEB and pension prefunding strategies can stabilize contributions, improve funding ratios, and enhance creditworthiness. The session will also review risk-based reserve scenarios and demonstrate how funding policies integrate into multi-year financial planning frameworks. | ||||
| Tuesday, April 28 | 3:45 – 4:35 pm | Topic TBA | ||
| Tuesday, April 28 | 3:45 – 4:35 pm | Navigating Legal Constraints in Public-Private Partnerships (PPPs) for Infrastructure Financing | Andrew Maher | Stevens Lee |
| We explore key issues related to PPP financing, such as contract structuring, risk allocation and compliance with state and federal laws. This session would address real-world examples, related to such projects including as legal challenges in major infrastructure projects. | ||||
| Tuesday, April 28 | 6:15 – 9:00 pm | Dinner, Dueling Piano’s and 80’s Blowout | ||
| Get ready to totally rock the night away — it’s an all-out 80s blowout you won’t want to miss! Join us for a rad evening of delicious dinner, face-melting dueling pianos, and non-stop neon nostalgia. Think big hair, bigger shoulder pads, and beats that’ll make you want to moonwalk across the dance floor.
Come dressed to impress for our Best 80s Dress Competition — whether you’re more Molly Ringwald, Madonna, or a synth-pop superstar, bring your A-game and your most tubular threads. Prizes for the raddest, most authentic, and most creative looks — so go big or go home! Expect sing-alongs to chart-topping bops, piano showdowns that hit harder than a power ballad, and an atmosphere totally gnarly and electric. Dinner will keep you fueled between killer covers and crowd-pleasing anthems, so you can party like it’s 1985 all night long. Don’t be a dweeb — grab your crew, dust off those leg warmers, and plan to attend. This is one epic night of retro fun you’ll be telling your grandkids about (or at least your Instagram followers). See you on the dance floor — be there or be square! |