Tentative Agenda
Topics, speakers and times are subject to change

 

Monday, April 12

7:00 a.m.-7:00 p.m.

CGFO EXAM

 

9:00 a.m.-Noon

GFOAT SPONSOR EXHIBIT HALL


Tuesday, April 13

9:00 a.m.-Noon

GFOAT SPONSOR EXHIBIT HALL

 

11:00 a.m.-Noon

CGFO COMMITTEE (restricted to CGFO members only) – REGISTER


12:30-1:20 p.m.

PROGRAM DEVELOPMENT COMMITTEE – REGISTER


1:30-2:20 p.m.

COMMITTEE MEETINGS – REGISTER

• Communications Committee

• Ethics and Internal Controls Committee

• Governmental Affairs Committee

• Membership Committee

• Scholarship, Fellowship, and Foundation Committee

 

2:30-5:00 p.m.

GFOAT EXECUTIVE BOARD MEETING –REGISTER



Wednesday, April 14

8:00-8:30 a.m.

Coffee and Conversation with Our Sponsors
Pour yourself a cup of coffee and join our sponsors in the virtual exhibit hall


8:30-9:45 a.m.

WELCOME AND OPENING GENERAL SESSION     (1.5 CGFO/CPE)

President’s Welcome Address
GFOAT President Keith A. Dagen, CPA, Director of Finance, City of Richardson

Executive Directors Welcome Address
Martie Simpson, CPA, Executive Director, Government Finance Officers Association of Texas


TML Legislative Update
Join us for an update on the upcoming legislative session presented by Bennett Sandlin, executive director of the Texas Municipal League. Bennett will discuss the potential impact on municipal finance and answer any questions you may have.
Bennett Sandlin, Executive Director, Texas Municipal League

 

 

9:50-10:40 a.m.

TMRS 101: A GREAT BENEFIT TO CITIES AND THEIR EMPLOYEES (1.0 CGFO/CPE)
Introduction of David Wescoe, TMRS’ new Executive Director, a brief overview of TMRS and the services provided to TMRS Cities and Employee Members.
David Wescoe, Executive Director; Eric W. Davis, Chief Service Officer;  Anthony Mills, Director of City Services, and Debbie Muñoz, Director of Member Services, Texas Municipal Retirement System


10:45 a.m.-Noon

THE CITY OF SAN ANTONIO – MANAGING THROUGH THE PANDEMIC (1.5 CGFO/CPE)

The City of San Antonio has faced many challenges over the past year as they continue to provide quality services to their citizens as well as manage during the COVID-19 Pandemic. Representative executives from the City will share their experiences with you.

 

Noon-1:00 p.m.

Lunch and Sponsor Hall


1:05-1:55 p.m.

TRANSITIONING TO GASB 87 (1.0 CGFO/CPE)

GASB 87 creates a monumental change to lease accounting that has impacts reaching beyond financial reporting. Adopting the new rules may require substantial time and effort not only upon transition, but also going forward. In this session we will discuss key technical and operational issues in connection with transitioning to and applying GASB 87.

Bob Malinowski, Senior Director, Technical Accounting Consulting RSM US LLP

 

2:00 2:50 p.m.

ADVANCED MUNICIPAL BOND TOPICS AND CURRENT MARKET TRENDS AND DEVELOPMENTS (1.0 CGFO/CPE)

This session will take deeper dive into the municipal market to include current market conditions, current legislative proposals and their effects on Texas issuers. In addition, there will be a discussion on how the Federal Reserve Open Market Committee works and how its actions might impact the interest rates in general and the tax-exempt bond market in particular.

W. Boyd London, Managing Director, Jason Hughes, Sr. Vice President, and Marti Shew, Director, Hilltop Securities Inc.


2:50 3:10 p.m.

Break and  Sponsor Hall 

 

3:15 – 4:05 p.m.

YESTERDAY, TODAY AND TOMORROW. FIFTY YEARS IN FIFTY MINUTES (1.0 CGFO/CPE)

Lewis McLain, and Becky Brooks have not only been instrumental in shaping Texas Municipal Finance but also our organization. Please join us as they discuss some of their valuable past experiences that are not only relevant today but also assist in building a stronger future.

Lewis McLain, President, CityBase.Net, Inc. and Becky Brooks, Chief Financial Officer, City of Grand Prairie

 

4:10 – 5:00 p.m.

UNDERSTANDING THE UPDATES TO THE GFOA DISTINGUISHED BUDGET AWARD GUIDELINES (1.0 CGFO/CPE)

GFOA recently updated the Distinguished Budget Presentation Award program for budgets beginning on or after 1/1/2021. John Fishbein with GFOA will go over the updated eligibility criteria.

John Fishbein, Senior Program Manager, Technical Services Center, Government Finance Officers Association of the United States and Canada (GFOA)

 

5:15 – 6:15 p.m.

NETWORKING SOCIAL EVENT

Join us for a fun evening! Pull up a comfy chair, settle in, and watch the sunset (wherever you may be), while you sip one of these refreshing and delicious Safari Sippers.
CLICK HERE to download the recipe sheet.


Thursday, April 15, 2021

8:00-8:30 a.m.

Coffee and Conversation with Our Sponsors
Pour yourself a cup of coffee and join our sponsors in the virtual exhibit hall

 

8:30-9:55 a.m.

EMPLOYEES ARE FROM JUPITER, INFORMATION TECHOLOGY EMPLOYEES ARE FROM NEPTUNE (1.5 CGFO/CPE)

Do you have trouble communicating with your IT staff? This session will assist you in de-geeking a highly technical topic through cliches and humor, assist in creating a small number of basic principles for effective IT supervision by focusing on personnel, architecture/applications and threats and provide practical explanations, examples and tools for each in order to obtain an efficient, effective and secure IT operation.

Robert B. Scott,  ACM/Chief Financial Officer, City of Carrollton

 

10:00-10:50 a.m.

UNDERSTANDING NEW BILLS THAT LIMIT CO’S AND OTHER NON-VOTER APPROVED DEBT (1.0 CGFO/CPE)

Certificates of Obligation are a key funding mechanism for local governments. They provide flexibility in the timing of issuance, can offer have lower interest rates compared to revenue bonds for utilities, and is less expensive than issuing General Obligation Bonds. The legislature has issued a bill HB 1893 this session that would move COs to the Maintenance and Operation side of the property tax calculation. Come and hear how this issuance would affect you, your residents, and local businesses. We will provide you with talking points so that you can inform your municipal management and elected officials of the dire importance of this issue.

Keith A. Dagen, Director of Finance, City of Richardson; Steven Glickman, CPA, CGFO, Chief Financial Officer, City of Addison; Blu Kostelich, Chief Financial Officer, City of Lubbock; Bill Longley, General Counsel, Texas Municipal League, and John Zagurski, MPA, CGFO, Finance Director, City of Northlake

 

10:55 a.m.-12:10 p.m.

GFOA – The Year in Washington (1.5 CGFO/CPE)

The start of the Biden Administration and a new Congress in Washington could mean significant changes in pandemic relief to state and local governments, increased stimulus for the U.S. economy and consideration of other policy changes which could impact public entities. GFOA’s Federal Liaison Center is actively involved in following and influencing these initiatives – learn the latest on what has happened so far and what is potentially on the horizon for 2021!

Mehreen Haroon, Fellow Policy Associate and Michael Belarmino, Senior Policy Advisor, GFOA’s Federal Liaison Center, Government Finance Officers Association of the United States and Canada (GFOA)

 

12:10 p.m.-1:00 p.m.

Lunch and Sponsor  Hall


1:05-1:55 p.m.

WHEN THE GOING GETS TOUGH, THE TOUGH GET INNOVATIVE! (1.0 CGFO/CPE)

The pandemic has radically changed our daily lives, but it also gave us the opportunity to rethink how we provide services to our citizens. Come to our session and hear how two very different Texas municipalities reworked, innovated, and transformed the way they provided services to their citizens.

Adrienne Lothery, Assistant City Manager,  City of Colleyville and John Zagurski, Finance Director, Town of Northlake


2:00-2:50 p.m.

MENTAL AND EMOTIONAL HEALTH DURING THE PANDEMIC (1.0 CGFO/CPE)

The Pandemic has created a multitude of challenges to business operations at our cities and for our staff and their families. In-person engagement in our business, our schools, our community and amongst our employees and their families became almost non-existent for extended periods of time causing emotional strain, stress and crisis. The ability to gather and emotionally connect to support family, friends and co-workers became further complicated due to quarantines, hospitalizations, death, exposures and virtual learning that threw a wrench in all that we know to do to offer support. This has not only substantially impacted the well-being of your staff, their families and our communities. This session does not provide all the answers, but will offer some ideas implemented and/or being actively explored to address these mental and emotional stressors that might offer viable options to improve mental and emotional health in your organization.

Lisa Norris, SHRM-SCP, Human Resources Director, City of Grand Prairie


2:50-3:15 p.m.

Break and  Sponsor Hall 


3:20– 5:00 p.m.

TRANSFORMING MULTI-GENERATIONAL TEAMS IN A POST COVID WORLD (2.0 CGFO/CPE)

There is no denying the pandemic upended many lives and drastically altered the workplace landscape. What did not change was humanity’s desire to connect and improve upon what has come before them. Recognizing and embracing generational diversity not only makes us empathetic to others but enables us to achieve what was previously believed unattainable.

Join us as Meagan discusses how understanding the varied expectations of the people who surround us leads to an environment that embraces and celebrates Generational Diversity. She will also delve into:
• The best way to assist each generation in a post pandemic environment.
• How to create Generational Inclusivity.
• The common denominators across the generations.
• How Generational insensitivity can impact you and your organization.

Meagan Johnson, is a nationally recognized multi-generational expert and generational studies enthusiast

 

5:00 – 6:00 p.m.

PRESIDENT’S RECEPTION & BANK HEIST ESCAPE ROOM SOCIAL EVENT

 “You are a member of America’s most successful crime syndicate. Your specialty has always been lock picking, ever since, as a child, you learned how to crack the safe at your elementary school… and supermarket. Today, you’ll be facing your greatest challenge yet, as you and your team attempt a heist at the Valley Isle Bank.” Better be quick, since you only have 20 minutes to get in and get out.

Sign up for social event.



Friday, April 16, 2021

Texas Municipal Utilities Association Post Conference

 TCEQ CEU Hours Pending Approval

 

GFOAT has partnered with the Texas Municipal Utilities Association (TMUA) to develop a post-conference tailored to municipal utility and financial professionals. This partnership is a reflection of the GFOAT and TMUA leadership working on ways to keep municipal utility and finance professionals connected until we can meet in person. 


8:30-9:20 a.m.

SMART PARTNERSHIPS MAKE FINANCIAL SENSE (1.0 CGFO/CPE)

Are you considering partnerships with other Cities? Or public-private partnerships? This session is an overview of the benefits and the challenges presented in City partnerships with other municipalities and private entities. Come and learn as several cities share their experiences and the positive impact these partnerships have had on their community.


Panelists: Michael Thane, Director of Utilities, City of Round Rock; Sam Roberts, Assistant City Manager, City of Cedar Park; Susan Morgan, Chief Financial Officer, City of Round Rock; and Chad McKenzie, Director of Sports Management and Tourism, City of Round Rock

 


9:30-10:20 a.m.

AMI – AN OVERVIEW. THE IMPACT AND COST/BENEFITS OF IMPLEMENTING AN AMI SYSTEM (1.0 CGFO/CPE)
Advanced Meter Infrastructure (AMI) systems are being implemented by municipalities across Texas. This technology can provide many opportunities including operational efficiency, better communication with customers and improved water conservation. This session will provide an overview of AMI and cover the implementation process as well as the cost and benefits of converting to an AMI System.

Panelists: Richard Abernethy, Assistant Director of Utilities, City of Waxahachie; Ric O’Connor, Regional Sales Manager, Master Meter, Inc.; Michael Thane, Director of Utilities and Environmental Services, City of Round Rock; Francisco “Cisco” Vicent, Assistant Director of Utilities and Environmental Services, City of Round Rock; and Jessica Woods, Water Conservation Program Coordinator, City of Round Rock


10:30-11:20 a.m. 

CONNECTING THE DROPS: UTILITY BILLING MOVES TO THE WATER UTILITIES DEPARTMENT (1.0 CGFO/CPE)
The City of Corpus Christi Utility Business Office (UBO) reported to the Finance Department until October 2019. After a billing system fiasco in 2018, UBO was moved to the Water Utilities Department. This session will review the case for this transition as well as the impacts on customer service.
Reba George, MPA, CPM, Assistant Director, Business & Customer Support, City of Corpus Christi-Water Utilities

 

11:30 a.m.-12:20 p.m.
FROM DROUGHT RESILIENCY TO COVID STABILITY…RATE SUCCESS! (1.0 CGFO/CPE)

A look at how Mansfield Water Utilities (MWU) drought-resilient rate proved to also be sound during a pandemic. Much like many utilities: MWU paused charging penalties and fees and services disconnections. Anticipating the worst, everyone was pleasantly surprised when revenue remained strong throughout year-end. While this tested our rate resiliency, success proved deserving of MWU’s first AAA bond rating.

Jeff Price, Director of Water Utilities, City of  Mansfield