Government Finance Officers Association of Texas
Cycling Through Public Finance
Renaissance Austin Hotel
April 11-13, 2010
The Penny-Farthing Bicycle
This term was probably not used until these bicycles were nearly outdated; the first recorded print reference is in 1891 in Bicycling News. It comes from the British penny and farthing coins, one much larger than the other, so that the side view resembles a penny leading a farthing.
If you are a public finance official for a city, county, agency, or special district who is:
Just starting your career as a public finance official,
Trying to advance your financial management expertise, or
Searching to wrap-up your tenure with more "value-added" expertise...
THIS MEETING IS FOR YOU!
Agenda
7:30 a.m.
BRUCE TESTA ANNUAL GOLF OUTING
Avery Ranch Golf Club, 10500 Avery Club Drive
10:00 a.m. — Noon
CGFO STUDY GROUP
1:30 — 3:00 p.m.
COMMITTEE MEETINGS
Ethics Committee
FRRR Committee (GASB)
Membership Committee
Legislative Committee
Newsletter/Web Site Committee
Professional Development Committee
Program Development Committee
Scholarship, Fellowship, and Foundation Committee
Women's Public Finance Network
3:00 — 5:00 p.m.
GFOAT EXECUTIVE BOARD MEETINGS
3:00 — 5:30 p.m.
CGFO TESTING
4:00 — 6:00 p.m.
REGISTRATION
5:00 — 6:30 p.m.
WELCOME RECEPTION
8:30 p.m. — Midnight
TEXAS HOLD'EM
A donation of $25 dollars to the GFOAT Foundation will be taken at the door.
7:00 — 9:00 p.m.
WOMEN'S PUBLIC FINANCE NETWORK VIVA CHOCOLATO PARTY (separate ticketed event - $40)
Join us for the ultimate private chocolate party at Viva Chocolato. Viva spent years researching gourmet chocolate from around the world and forming exclusive partnerships to bring the world's finest chocolate collection to Texas. Viva offers dozens of specialty chocolate truffles and world-class chocolate creations sure to inspire and impress your taste buds.
7:00 a.m. — 5:00 p.m.
REGISTRATION
7:00 — 8:15 a.m.
NEW-MEMBER AND NEW ATTENDEE BREAKFAST
This breakfast is for first-time attendees and new members to come and get an orientation to GFOAT. GFOAT Board members and committee chairs will be in attendance.
Moderator: GFOAT Membership Committee Co-Chair Clifford Blackwell, Director of Administrative Services, City of Bedford
7:00 — 8:15 a.m.
NETWORKING BREAKFAST
Breakfast buffet for all conference attendees
8:15 — 9:30 a.m.
WELCOME AND OPENING GENERAL SESSION (1.5 CGFO/CPE)
Moderator: GFOAT President Kent Pfeil, Director of Finance, City of Richardson
Keynote Speaker: Evan Smith, Editor-in-Chief and CEO, Texas Tribune
9:45 — 11:30 a.m.
CONCURRENT WORKSHOPS (2.0 cgfo/cpe)
- Open Records/Open Meetings
Speakers: Chris Schultz, Assistant Attorney General, Office of the Texas Attorney General; and Mary Kayser, City Secretary, City of Garland - Accounting for Capital Assets: Using the New GFOA Manual
Speakers: Keith A. Dagen, CPA, Assistant Director of Finance, City of Richardson; and John DeBurro, CPA, Senior Audit Manager, Assurance Services, Weaver, LLP
11:30 a.m. — 12:45 p.m.
LUNCH, BUSINESS MEETING, AND AWARDS
Presiding: GFOAT President Kent Pfeil, Director of Finance, City of Richardson
1:00 — 2:00 p.m.
GENERAL SESSION (1.0 CGFO/CPE)
Living Within Our Means: Private and Public Sector Perspectives
Dr. Dotzour will discuss the outlook for the economy and job growth, along with the outlook for tax revenues from residential and commercial real estate, in the years ahead.
Guest Speaker: Mark Dotzour, Ph.D., Chief Economist, Real Estate Center at Texas A&M University
2:15 — 3:30 p.m.
CONCURRENT WORKSHOPS (1.5 cgfo/cpe)
- Successful Succession Planning in the Public Sector
Speaker: Randolph Moravec, CFO, Town of Addison; and Clay Caruthers, Director of Finance, City of Hurst - New Finance Directors' Roundtable
Moderator: Carolyn Marshall, CPA
Speakers: Bryan Langley, Director of Finance, City of Denton; Kathy DuBose, Director of Finance, Town of Trophy Club; and Keith Nelson, Director of Finance, City of Deer Park - Long-Term Financial Planning: The Practical and the Political
Speakers: Susan Morgan, Sr. Financial Analyst, HDR Engineering, Inc. Austin; and Roger C. Roecker, CGFO, City Manager, City of Friendswood
3:30 — 4:00 p.m.
REFRESHMENT BREAK
4:00 — 5:00 p.m.
CONCURRENT WORKSHOPS (1.0 cgfo/cpe)
- Developing Internal Controls in a Small Organization
Speakers: Monica Kohlenberg, CPA, CGFO, Audit Manager, Belt Harris and Associates; and Kelly Johnson, City Secretary/Director of Finance, City of Bunker Hill Village - Is Social Media Right for You?
Speaker: Greg Sowell, Director of Communications, City of Richardson - Current Environment for Pensions and Retirement
Speaker: Keith Brainard, Director of Research, National Association of State Retirement Administrators
6:30 — 9:00 p.m.
NETWORKING EVENT - The County Line Restaurant
Join us for some award-winning, legendary barbeque, along with some great Hill Country views. The County Line is located at 5204 F.M. 2222. Transportation will be provided.
7:00 — 8:15 a.m.
NETWORKING BREAKFAST
Breakfast buffet for all conference attendees
8:30 — 9:30 a.m.
CONCURRENT WORKSHOPS (1.0 cgfo/cpe)
- Franchise Fee Audits: What Now?
Speakers: Connie Cannady, Manager, J. Stowe & Company, Richardson; and Laurie Brewer, Assistant Director of Finance, City of Georgetown -
Governmental Accounting 101: The Basics
Speaker: Terry Patton, Ph.D., Midwestern State University, Wichita Falls - Creative Capital Infrastructure Financing
Speaker: Chris Allen, Senior Vice President, First Southwest Company, Austin
9:45 — 10:45 a.m.
CONCURRENT WORKSHOPS (1.0 cgfo/cpe)
- Fundamentals of Budgeting and Finance
Speakers: Clifford Blackwell, Director of Administrative Services, City of Bedford; and Joshua C. Selleck, Director of Finance, City of Cedar Park - Getting the Most from Your Banking Relationship
Moderator: Andy Deskins, Senior Vice President, Wells Fargo Bank, N.A., Wachovia Bank, N.A.
Speakers: Greg Houlette, Senior Vice President, Happy State Bank, Canyon; and Tim Kreitzer, Government Banking Manager, Wells Fargo Bank, N.A. - Successful Negotiations
Speaker: Rita Kosnik, Ph.D., Trinity University, San Antonio
10:45 — 11:10 a.m.
BREAK
11:10 a.m. — Noon
CLOSING SESSION (1.0 cgfo/cpe)
Sunset Review for State Agencies: What Effect Will It Have on Local Government?
Speaker: Bennett Sandlin, General Counsel, Texas Municipal League
GFOA Recommended Practices
Speaker: GFOA National Board Member Bob Scott, Assistant City Manager/CFO, City of Carrollton
Noon
DRAWING FOR DOOR PRIZES (must be present to win)
April 13-14
GFOAT Post-Institue Events (more information...)
General Information
REGISTRATION FEE:
Save $25 by registering online below.)
DEEP DISCOUNT for Active GFOAT Members
| By April 2 – GFOAT Active Members Only | $225 |
| By April 2 – GFOAT Members | $300 |
| After April 2 – GFOAT Members | $350 |
| By April 2 - GFOAT Non-Member | $400 |
| After April 2 – GFOAT Non-Member | $450 |
| First-Time Attendee | $175 |
| Student | $ 85 |
| Monday Night Networking Event Guest | $ 45 |
| Women’s Public Finance Networking Event | $ 40 |
HOTEL INFORMATION:
The Renaissance Austin Hotel is the site for the 2010 GFOAT Spring Institute. The hotel, located at 9721 Arboretum Boulevard in Austin, has extended a room rate of $166 single/double. In order to receive this special rate, your reservations must be made by Friday, March 19. To make a reservation, please call the hotel at 512-343-2626 or 800-468-3571 and mention that you are registered for the GFOAT Spring Institute. The Renaissance Austin Hotel is a non-smoking facility.
CANCELLATION AND SUBSTITUTION POLICY:
If you are registered and cannot attend, we encourage you to send a substitute. If you cannot send a substitute, a $45 cancellation fee will be assessed if written cancellation is received by Friday, April 2. No refunds will be honored after that date.
MONDAY NIGHT NETWORKING EVENT:
If you are a registered GFOAT conference delegate, your badge will admit you to the event. Only purchase an optional ticket for a person who is not registered for the conference. Ticketed events cannot be refunded after Friday, April 2.
Continuing Education:
An application has been submitted to the State Board of Accountancy for CEU/CPE continuing education units. CGFO credits will also be offered. No prerequisites are required for any session.
Confirmations/Badges:
Conference badges will be mailed in advance. If you do not receive your packet in the mail, you can pick up your registration materials on site. REMEMBER: BRING YOUR BADGE AND ANY OPTIONAL TICKETS YOU ORDERED TO THE CONFERENCE.
CGFO Testing:
The Certified Government Finance Officer's exam will be offered from 3:00 — 5:30 p.m. on Sunday, April 11, at the Renaissance Austin Hotel. If you are interested in sitting for the test during this time, please contact Suzette Clair at suzette@gfoat.org or Becky Brooks at blbrooks@gfoat.org. Also, CGFO Committee Co-Chair Carl E. Wessels will host a study group meeting at the Renaissance Austin Hotel on April 11 from 10:00 a.m. until Noon.
Special Accommodations:
Let us know on the registration form if you need special assistance of any kind. WE WANT TO HELP! In order to respond to any special requests, we would appreciate as much advance notice as possible. Thank you.
CAR RENTALS:
AVIS discounts are available at www.avis.com or by calling 800-331-1600. Your Avis World Wide Discount (AWD) Number is J867208. Enterprise Corporate Class discounts are available at www.enterprise.com or by calling 800-736-8222. Your Corporate Class number, which is Y21222, can be assessed by entering the association acronym, TEX, at the Corporate Reservation section of the Web site.
WOMEN'S PUBLIC FINANCE NETWORKING EVENT (separate ticketed event - $40):
Join us for the ultimate private chocolate party at Viva Chocolato. Viva spent years researching gourmet chocolate from around the world and forming exclusive partnerships to bring the world's finest chocolate collection to Texas. Viva offers dozens of specialty chocolate truffles and world-class chocolate creations sure to inspire and impress your taste buds.
GOLF:
The Bruce Testa Annual Golf Outing is scheduled for Sunday, April 11, at the Avery Ranch Golf Club, located at 10500 Avery Club Drive in Austin. Tee times will begin at 7:30 a.m. The cost is $74 per person, plus tax, which includes the green fee, cart, and a small bucket of balls. The golf outing is limited to 24 golfers. For further information, please contact Tony Sekaly with Coastal Securities at 800-681-4121 or tds@coastalsecurities.com; or Greg Wilmore, Finance Director for the City of Cleburne, at 817-645-0911 or gregw@cleburne.net.
QUESTIONS:
Contact the TML Program Development Department at 512-231-7400 or springinstitute@tml.org.
GFOAT POST-Institute EVENTS (SEPARATE FEES)
Renaissance Austin Hotel
POST-INSTITUTE EVENTS
The Center for Public Management and GFOAT will sponsor a Public Funds Investment Act workshop on April 13-14, 2010, after the GFOAT Spring Institute, at the Renaissance Austin Hotel.
PUBLIC FUNDS INVESTMENT ACT WORKSHOP — TWO PARTS
April 13-14
$140 each day (The fee includes lunch each day.)
The Public Funds Investment Act requires chief financial officers, treasurers, and investment officers of local governments to receive ten hours of investment training every two years. In addition, new investment officers are required to receive ten hours of training within the first twelve months after assuming their duties. A new two-year training cycle began on September 1, 2009. Completion of this two-part workshop satisfies this requirement.
Tuesday, April 13 — Part One
1:00 — 5:30 p.m. (Come early for lunch served at Noon in the meeting room.)
Wednesday, April 14 — Part Two
9:00 a.m. — 2:30 p.m.
HOW DO I REGISTER?
You can sign up on the registration form below. The number of participants is limited, so register today.
REGISTER NOW
- Register online for the GFOAT Spring Conference now.
- Download and fax a .pdf version of the registration form to 512-231-7495.
- Mail the
.pdf version of the registration form to:
TML Administrative Services
1821 Rutherford Lane, Suite 400
Austin, TX 78754-5128
