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

Our Presenters

  • 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

9:10 am

 

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

10:00 am

 

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

11:10 am

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.

 

Speaker Bios

The End of LIBOR

1:30 pm

 

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

2:20 pm

 

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

3:30 pm

 

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

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Registration Fees
MDGFOA Member $175.00
Govt Employed Non-Member $215.00
Assoc. Non-Member $225.00
Retired MDGFOA Member $75.00

Registration Assistance
Should you have any issues with our online registration portal for the 2019 Winter Conference, please contact us at mdgfoa@mdgfoa.org 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.

Resource: http://www.dllr.state.md.us/license/cpa/cpaproviders.shtml

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