Speaker: Wendy Smith-Reeve, Director of the Division of Emergency Management, Deputy Director, Arizona Department of Emergency and Military Affairs (DEMA)
Fiscal effects of unexpected events can have a significant impact on any jurisdiction. The ability to obtain reimbursement for expenditures in a timely manner begins with
good communication between the emergency manager and finance officer. This session will focus on the importance of having pre-established processes and trained personnel to
support financial administration of any emergency event.
Refreshment Break and Network with Sponsors
1:50 p.m. Clarkdale/Cottonwood Conference Foyer
Please take this time to network with the platinum sponsors at their booths in the foyer.
The Hardest Part is Dealing with Certain People: Exploring The Universal Truths of Why They Don't Understand You
2:00 – 4:00 p.m. Clarkdale/Cottonwood Ballroom
2 CPEs
Speaker: Eric Bailey, President, Bailey Strategic Innovation Group
In every industry the hardest part of work is dealing with the difficult people. You know who I'm talking about. Whether it's difficult employees, difficult customers,
or difficult co-workers, we feel like they don't understand us, and we can't understand them. In this session, we will explore underlying principles that will help us be
more effective in our communication so we can be more effective.
Membership Committee Meeting
4:00 – 4:50 p.m. Bradshaw Room
New Member Meet & Greet
5:00 – 5:30 p.m. Sedona Ballroom
Join new and current GFOAz members in a 30-minute meet and greet with the GFOAz Membership Committee. We'd love to see you there!
GFOAz welcomes members to join us for an opening reception to thank our sponsors. The ongoing success of GFOAz is dependent on several factors, but possibly none as
important as the continued financial support of our corporate partners.
Okay, They Understand Me. Now What? A Useful Conversation About Taking Mental Shortcuts
8:30 – 9:20 a.m. Clarkdale/Cottonwood Ballroom
1 CPE
Speaker: Eric Bailey, President, Bailey Strategic Innovation Group
We all take mental shortcuts. Unfortunately sometimes these shortcuts can lead to errors in judgement and decision-making. This session will explore these systematic errors
in a unique and entertaining way.
Annual Expenditure Limitation: Dealing With the Bottom Line
Your annual expenditure limitation establishes a baseline for maximum expenditures for your municipality. Here are 3 different ways to significantly impact that number.
Lunch, Annual Business Meeting and Sponsor Recognition
All attendees are welcome to attend the annual business meeting in Sedona/Verde Ballroom. President Lindsey Duncan will recognize GFOAz's current sponsors and recognize new
GFOAz board members.
Utilizing Sector Diversification in the Fixed Income Market to Manage Risk and Generate Returns
1:00 – 2:30 p.m. Clarkdale/Cottonwood Ballroom
1.5 CPEs
Speakers: Paulina Woo, Director, PFM
Luke Schneider, CFA, Director, PFM
In this session, we will examine the historical performance of difference fixed income-sectors permitted by Arizona Revised Statutes. We will look at different market factors
that influence sector performance and how a diversified portfolio balances safety and return.
Building & Retaining Strong Banking Relationships
2:40 – 3:30 p.m. Clarkdale/Cottonwood Ballroom
1 CPE
Speakers: Sonia Andrews, Acting Finance Director, Peoria
Meredith Dunlap, Vice President, Regional Sales Manager, National Bank of Arizona
Stephany Jordan, Vice President, Government Finance Division, Wells Fargo
Mark Mitrovich, Director/SVP, BMO Harris Bank, N.A.
Jeanette Parrales, Finance Assistant Director, Nogales
Katie Pehl, Budget & Privilege Tax Manager, Prescott Valley
Dale Politi, Assistant Treasurer, Salt River Project Agricultural Improvement & Power District
Jeff Sundheimer, Executive Director, JPMorgan Chase Bank, N.A.
Don Tomlinson, Vice President Commercial Banking, BBVA Compass
Dan Warren, Vice President-Relationship Manager, Wells Fargo Bank, N.A.
Refreshment Break & Network with Sponsors
3:30 p.m. Clarkdale/Cottonwood Conference Foyer
Please take this time to network with the platinum sponsors at their booths in the conference prefunction.
Economic Update
3:45 – 5:15 p.m. Clarkdale/Cottonwood Ballroom
1.5 CPEs
Speaker: Jim Rounds, President, Rounds Consulting Group
This session will provide an update on the national economy and some perspective into Arizona-related economic topics.
GFOAz Board Meeting
5:20 – 6:00 p.m. Chino Room
Reception
6:00 – 7:00 p.m. Sedona Conference Foyer
Breakfast
8:00 – 8:50 a.m. Granite Mountain Room
Grants Management 101
9:00 – 9:50 a.m. Clarkdale/Cottonwood Ballroom
1 CPE
Speakers: Tammy Shreeve, Strategic Management Officer, Peoria
Dawn Jenkins, Senior Accountant, City of Peoria
Congratulations! You've been awarded a grant! Learn to how successfully manage your grant and be prepared for program and financial audits.
GASB Update – What's New This Year
10:00 – 10:50 a.m. Clarkdale/Cottonwood Ballroom
1 CPE
Speaker: Brian Hemmerle, CPA, CFE, Senior Manager, Henry & Horne
First there were pensions to report, now there are other post-employment benefits (OPEB) to deal with. Find out how Statement 75 affects your government's CAFR for the year
ending June 30, 2018. Think you have fiduciary activities? Think again. Statement 84 updates our understanding of fiduciary activities. We have been waiting for lease
accounting changes for years; what are the changes Statement 87 is requiring of your leases? If time permits we will also briefly touch on GASB standards coming in the
years ahead.
Legislative Update
11:00 – 11:50 a.m. Clarkdale/Cottonwood Ballroom
1 CPE
Speakers: Tom Belshe, Deputy Director, League of Arizona Cities and Towns
Craig Sullivan, Executive Director, County Supervisors Association of Arizona
This session will update members on a variety of timely legislative issues. League & CSA legislative staff will provide an overview of the 2018 legislative session, and explain
the challenges and opportunities we currently face. Attendees will also hear about the current status of legal issues that are affecting cities, towns and counties.
Conference Concludes & Platinum Sponsor Exhibit Tear Down
