Registration Opens

8:00 AM

David, Goliath and Some Fellow In-Between

9:00 – 10:30 AM (1.5 CPEs)

Small municipality
Mike Showers, Finance Director, Town of Camp Verde

Large Municipality
Mark Day, Municipal Budget and Finance Analyst, City of Tempe
Rosa Inchausti, Strategic Management and Diversity Director, City of Tempe

Cindy Goelz, Budget Director, Maricopa County

This session will cover the art of the process of preparing the annual budget from the perspective of a small town, a large city and a county. Presentation(s):
Camp Verde Presentation (.pptx)
Maricopa County Presentation (.pptx)

Long-Range Forecasting

10:40 AM – Noon (1.5 CPEs)

Pete Klimoski, Budget Coordinator, City of Mesa
Chris Olvey, Senior Budget Analyst, City of Mesa
Sam Schultz, Senior Budget Analyst, City of Mesa
Joshua Worley, Economist, Arizona Department of Transportation

Part of this presentation will be focused on the Arizona Department of Transportation's (ADOT) Highway User Revenue Fund (HURF) forecasting process. HURF is one of the primary funding sources for the Statewide Highway System and accurate revenue forecasts are an integral part of ADOT's transportation planning process.

Adot Presentation (.pptx)
Long-Range Forcasting Presentation (.pptx)


12:10 – 1:00 PM

WayFair/Use Tax

1:00 – 1:50 PM (1 CPE)

Lee Grafstrom, Tax Policy Analyst, League of Arizona Cities & Towns

This session will examine the Supreme Court’s recent Wayfair decision, a decision that overturned 50 years of physical presence being the standard for TPT nexus, the potential impact this will have on municipal revenue, how “economic presence” will work in day-to-day operations and how local governments can adapt to the new nexus landscape.

WayFair/Use Tax Presentation (.pptx)

Home Rule and Permanent Base Adjustment

2:00 – 2:50 PM(1 CPE)

Tom Belshe, Deputy Director, League of Arizona Cities & Towns
George Pettit, Professor of Practice, Arizona State University School of Public Affairs

Cities and towns all over the state have taken advantage of the ability to have flexibility in their budgeting by adopting the Alternative Expenditure Limitation or the Permanent Base Adjustment. This session will go into detail about the pros and cons of both alternatives as well as detail the approach to calculating an adequate adjustment for the Permanent Base Adjustment.

Home Rule and Permanent Base Adjustment Presentation (.ppt)

Training Concludes

3:00 p.m.

CPE forms will be available at the registration desk at the conclusion of the training.

GFOAz Board Meeting

3:00 – 4:00 PM