You will find our conference and event presentations and programs below. We have made every effort to assure that all presentations are accessible in .pdf format. Any presentation not listed either did not have a slide/video presentation or permission was not granted to offer the presentation to our association community. If you have any difficulty accessing the presentations below, please don't hesitate to contact us at mdgfoa@mdgfoa.org
2021-2022 Conferences
Fall 2021
Winter 2022
Spring 2022
Summer 2022
2020-2021 Conferences
Fall 2020
VIRTUAL
Navigating FEMA Assistance
Dave McDonough, Director of Police & Homeland Security, WSSC Water
Sara Bender, State Public Assistance Officer, MEMA
https://mdgfoa.org/wp-content/uploads/2020/11/Public-Assistance-D-McDonough.pdf
https://mdgfoa.org/wp-content/uploads/2020/11/Briefing-Bender.pdf
Personal Financial Planning Training
Bradley Crockett, CFP, CEPA, National Director, Advanced Financial Planning, Wilmington Trust
John Mongold, CFA, CPA, Administrative Vice President and Senior Wealth Advisor, Wilmington Trust
https://mdgfoa.org/wp-content/uploads/2020/11/MDGFOA-MT-Bank-Financial-Planning-Presentation.pdf
Economic and State Revenue Update
David Farkas, Deputy Director of MD BRE
https://mdgfoa.org/wp-content/uploads/2020/11/MD-Revenue-Estimates.pdf
Upgrading your Enterprise Resource Planning (ERP) Software
Mike Mucha, GFOA Deputy Executive Director and Director of the Research and Consulting Center
Wanda Gibson, Chief Information Officer, Prince Georges County
Robert F. Sandlass, Jr., Treasurer, Harford County Government
https://mdgfoa.org/wp-content/uploads/2020/11/ERP.pdf
Audit Guidance – CARES Act and Other Federal COVID-19 Stimulus
Sean Walker, Principal, CliftonLarsonAllen, LLP
Large File; Request for file to mdgfoa@mdgfoa.org
Winter 2021
VIRTUAL
GASB Update
Dean Mead, Senior Research Manager, Governmental Accounting Standards Board
https://documentcloud.adobe.com/link/track?uri=urn:aaid:scds:US:641f82de-1d5f-4065-b57a-e95205298a8f
Federal Legislative Update
Emily Brock, Director, Federal Liaison Center, GFOA
https://mdgfoa.org/wp-content/uploads/2021/04/GFOA-Brock.pdf
State Legislative Update
Kevin Kinnally, Legislative Director, MACo
Angelica Bailey, Government Relations Director, Maryland Municipal League
https://documentcloud.adobe.com/link/review?uri=urn:aaid:scds:US:81b25bd2-0779-45d9-a8ab-3959a0495088
CARES Compliance Update and Strengthening Internal Controls in an Era of Increased Remote Work
Sean Walker, Principal, CliftonLarsonAllen LLP
Bill Early, Principal, CliftonLarsonAllen LLP
https://mdgfoa.org/wp-content/uploads/2021/04/CLA-Presentation.pdf
Economic Update
Anirban Basu, Chairman & CEO, Sage Policy Group
https://mdgfoa.org/wp-content/uploads/2021/04/Basu.pdf
Spring 2021
VIRTUAL
In and Out of Office- Workforce 2021
Karl Ahlrichs, SHRM-SCP, CSP
Alternatives for Advance Refunding's
Jenn Diercksen, FVP, Davenport
Solomon Cadle, Partner, McKennon, Shelton & Henn LLP
Scott Detar, Director, Bank of America
Alternatives for Advance Refunding's
Maryland General Assembly Update
Michael Sanderson, Executive Director, MACo
One Year Later: Are We Nearing the End?
R. Andrew Bauer, VP & Regional Exec., Baltimore Branch of the Federal Reserve Bank of Richmond
Local Government Budget Outlook
Holly Sun, Administrator, Office of Budget, Howard County Government
Katie Barkdoll, Budget Director, City of Frederick
Stanley Earley, Budget Director, Prince George's County Government
Annual Summer 2021
VIRTUAL
Everybody Counts
Haim Israel, Managing Director of Research and Global Strategist, Bank of America
Budgeting for Racial Equity
Jennifer Bryant, Director – Office of Management and Budget, Montgomery County
Tiffany Ward, Equity Officer and Director of Racial Equity and Social Justice, Montgomery County
Stephanie Smith, Assistant Director for Equity, Engagement, and Communications, Baltimore City Department of Planning and Delegate, 45th State Legislative District
Kristen Ahearn, Capital Improvement Program Planner, Baltimore City Department of Planning
Capital Budget Equity Analysis
Economic Update
Peter Morici, Ph.D., Robert H. Smith School of Business University of Maryland
Knowing When to Ask Questions
Adam Lippe, Chief of the Economic and Cyber Crimes Unit, Baltimore County State’s Attorney’s Office
Climate Change and Resiliency
Tom Deyo, Chief Executive Officer, Montgomery County Green Bank
Bonnie Norman, President, E3 International
Mark Belton, County Administrator, Charles County
Adriana Hochberg, Assistant Chief Administrative Officer and Climate Change Coordinator, Montgomery County Office of the County Executive
American Rescue Plan Act Compliance Update
William (Bill) Early, Principal
Sean Walker, Principal, CLA
American Rescue Plan Act Compliance Update
Microsoft 365 – Productivity Features Update for CPAs
Judy Borsher
2019-2020 Conferences
Fall 2019
Anirban Basu, Chairman & CEO, Sage Policy Group, Inc.
Adam Lippe, State's Attorney's Office, Baltimore County
Matthew A.S. Esworthy, Partner, Bowie & Jensen LLC
Richard Forno, Assistant Director, UMBC Center for Cybersecurity
Director, Cybersecurity Graduate Program
Joe Paucke, Senior Vice President, Davenport & Company, LLC
Maryland Revenue Update
Andrew M. Schaufele, Director, Bureau of Revenue Estimates
Infrastructure
David Dise, CPPO, Director, Department of General Services
Montgomery County, MD
Monique Booker, Partner
Not-for-profit Audit Practice Leaders, SB & Company, LLC
Winter 2020
GASB Update
Dean Meade, Sr Research Mgr., GASB
Brian S. Anderson, Executive Director, Head of Payables Solutioning, J.P. Morgan
Michael Belarmino, Sr. Policy Advisor, Federal Liaison Center, GFOA
Update on the Kirwan Commission and other State Legislation
Michael Sanderson, Executive Director, Maryland Association of Counties (MACo)
Robert Sandlass, Treasurer, Harford County Government (MDGFOA President)
John Woolums, Esq., Director of Governmental Relations, MABE
Records Compliance, Retention, and Disclosure
Kathryn Baringer, Director of Appraisal and Description, Maryland State Archives
James Watson, Appraisal Archivist, Maryland State Archives
Leslie Knapp, Legal & Policy Counsel ,MACo
Kimberly Min, Partner, Whiteford Taylor Preston, LLP
Virtual Annual Summer 2020
How Good People Make Tough Choices
Karl J. Ahlrichs, SHRM-SCP, SPHR
Cybersecurity anThe Audit Process: Past, Present and Futured Ransomware
Keith F. Novak, Principal, CliftonLarsonAllen LLP
The COVID-19 Response - Lessons Learned and Preparing for What is Next in Market and Tax Reform
Robert F. Sandlass, Jr., Treasurer, Harford County
Ted Zaleski, Director of Management and Budget, Carroll County
Letitia Carolina-Powell, Budget Division Manager in Budget Division, WSSC Water
2018-2019 Conferences
Economic Update
Philip J. Fischer, Head of Fixed Income and Municipal Research, Bank of America Merrill Lynch
Improving Cyber Security
Denise Hucke, Exec. Director, Global Technology-Cybersecurity & Technology Controls, JPMorgan
Is Your AAA Bond Rating "Worth It"?
This Presentation will be emailed to you upon request to mdgfoa@mdgfoa.org
Jennifer Diercksen, First VP, Davenport & Company LLC
Nisha Rajan, Analyst, Moody's
Carol Converso, Managing Director, Lead Underwriter, M&T Bank
Maryland Revenue Update
Andrew M. Schaufele, Director, Bureau of Revenue Estimates
School Reform Update
Priorities/Perspectives on Major Issues
John R. Woolums, Esq., Director of Governmental Relations, MABE
Kevin Kinnally, Policy Analyst, MACo
Kim Spivey, Director of Fiscal Services, IAC
Finding, Developing and Keeping Top Talent- 3 Angles to a Common Challenge
Karl J. Ahlrichs, SHRM-SCP, SPHR
Winter 2019
GASB UPDATE
This Presentation will be emailed to you upon request to mdgfoa@mdgfoa.org
Dean Mead, Senior Research Manager, GASB
Cyber Insurance and Responding to Cyber Attacks
Jay Wiley, Administrative Vice President and Director of Cybersecurity Operations
M&T BankJohn R. Lawrence, Vice President-Commercial Insurance DivisionM&T Bank
Arbitrage and Post-Issuance Compliance
Kim Hoyt, President
Bingham Arbitrage Rebate Services
Federal and State Legislative Update
Emily Brock, Director, Federal Liaison Center, GFOA of the US and Canada
Michael Sanderson, Executive Director, MACo
Budget Transparency and Community Involvement
Caroline Sturgis, Deputy Budget Director
City of Baltimore
Spring 2019
Best Practices for Budgeting and Fiscal Policy
John Fishbein, Senior Manager, GFOA of the US and Canada
Internal Control and Internal Auditing
Sean Walker, Principal, CliftonLarsonAllen LLP
Investment Policy Best Practices
Donald W. Grant, Investment Consultant, PFM Asset Management LLC
Brian Sanker, Director, PFM Asset Management LLCTrina Smith, Senior Management Consultant, PFM Asset Management LLC
The End of LIBOR
Yohann Sidhwa, VP Capital Strategies, Wells Fargo
Readie Callahan, Head of Communication Strategy, LIBOR Transition Office, Wells Fargo
Automating for the Future: The Payments Evolution
Adrienne Terpak, CTP, VP, Technical Marketing, Corporate Products & Services, TD Bank
Kris Kowal, VP, Corporate Products & Services, TD Bank
Michael Sanderson, Executive Director, MACo
Dr. David Juppe, Sr. Operating Budget Manager, Maryland General Assembly's Department of Legislative Services
Annual Summer 2019
2019 Annual Summer Conference Program
Introduction to Data Analytics with Power Query
Donald Tomoff, CPA, MBA, Founder, Invenio Advisors LLC
Five Excel Tips and Techniques to Massively Boost Team Productivity
Donald Tomoff, CPA, MBA, Founder, Invenio Advisors LLC
Anatomy of an Audit
Keith Novak, Principal, CliftonLarsonAllen LLP
Communicating in the Workplace and Leadership from a Slightly Different Perspective
Peter Margaritis, CPA, CGMA, MAc
Dr. Daraius Irani, VP of Innovation and Applied Research at Towson University
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