2019 Spring Conference
- Best Practices for Budgeting and Fiscal Policy
- Internal Control and Internal Auditing
- Investment Policy Best Practices
- The End of LIBOR
- Automating for the Future: The Payments Evolution
- Maryland General Assembly Update
- John Fishbein, Senior Program Manager, GFOA of the US and Canada
- Michael Sanderson, Executive Director, Maryland Association of Counties
- Donald W. Grant, Investment Consultant, PFM Asset Management LLC
- Brian Sanker, Director, PFM Asset Management LLC
- Bikram Chadha, Senior Managing Consultant, PFM Asset Management LLC
- Sean Walker, Principal, CliftonLarsonAllen LLP
- Dr. David Juppe, Sr Operating Budget Manager, Maryland General Assembly’s Department of Legislative Services
- Adrienne Terpak, TD Bank
- Kris Kowal, TD Bank
- Yohann Sidhwa, Wells Fargo
- Readie Callahan, Wells Fargo
April 26, 2019
BWI Marriott * Linthicum, MD
6 CPE Credits Available
Best Practices for Budgeting and Fiscal Policy
John Fishbein, Senior Manager, GFOA of the US and Canada
Over the last couple of decades, the GFOA has developed more than 35 best practices related to budgeting that cover fiscal policy, linking the budget to organizational goals and performance, the budget process and budgetary techniques, and specific elements of the operating budget document. This session focuses on the practical implementation of these best practices.
Internal Control and Internal Auditing
Sean Walker, Principal, CliftonLarsonAllen LLP
In the ever-changing environment of governmental accounting, it is important to maintain strong internal controls. This session will provide a refresher for up-to-date best practices in both internal controls and internal auditing.
Investment Policy Best Practices
Donald W. Grant, Investment Consultant, PFM Asset Management LLC
Brian Sanker, Director, PFM Asset Management LLC
Trina Smith, Senior Managing Consultant, PFM Financial Advisors LLC
This session walks through an investment policy statement and discusses what role it plays in the implementation and governance of a successful investment program. Focus will be given to outline key components of a well-structured investment policy statement, avoiding the common pitfalls, and providing an overview of risk management strategies.
The End of LIBOR
Yohann Sidhwa, VP Capital Strategies, Wells Fargo
Readie Callahan, Head of Communication Strategy, LIBOR Transition Office, Wells Fargo
The London Interbank Offered Rate (LIBOR) benchmark is expected to be phased out within three years. This session will discuss why the LIBOR will be discontinued, how this will impact the market and government finance officers, and what benchmark alternatives will take its place.
Automating for the Future: The Payments Evolution
Adrienne Terpak, CTP, VP, Technical Marketing, Corporate Products & Services, TD Bank
Kris Kowal, VP, Corporate Products and Services, TD Bank
This session will provide an overview of the most current banking services available to government finance officers. Specific attention will be given to ways local governments can increase the acceptance of credit card payments for constituents.
Maryland General Assembly Update
Michael Sanderson, Executive Director, MACo
Dr. David Juppe, Sr. Operating Budget Manager, Maryland General Assembly’s Department of Legislative Services
This session will provide a recap of the 2019 legislative session of the General Assembly of Maryland and how it will impact government finance officers.
Agenda at a Glance
8:30 am- Registration and Continental Breakfast
9:00 am- Welcome
9:10 am- Session I
10:00 am- Session II
10:50 am- Break
11:10 am- Session III
12:00 noon- Networking Session
12:30 pm- Conference Luncheon
1:30 pm- Session IV
2:20 pm- Session V
3:10 pm- Break
3:30 pm- Session VI
Exhibiting at the MDGFOA 2019 Spring Conference
MDGFOA Member $175.00
Govt Employed Non-Member $215.00
Assoc. Non-Member $225.00
Retired MDGFOA Member $75.00
Should you have any issues with our online registration portal for the 2019 Winter Conference, please contact us at email@example.com and we will assist you immediately.
Maryland Approved Education Providers - Public Accountancy: Licensees may obtain continuing education from a program or sponsor that is not a NASBA CPE Registry sponsor. The documentation for the completion of these courses is more detailed and must be evaluated by the Board, at the time of audit, to determine if they qualify.