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

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

In and Out of Office


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

MD General Assembly Update

One Year Later: Are We Nearing the End?
R. Andrew Bauer, VP & Regional Exec., Baltimore Branch of the Federal Reserve Bank of Richmond

One Year Later

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

Local Govt Budget Outlook

Annual Summer 2021

VIRTUAL

Everybody Counts
Haim Israel, Managing Director of Research and Global Strategist, Bank of America

Everybody Counts

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

Budgeting for Racial Equity

Capital Budget Equity Analysis

Economic Update
Peter Morici, Ph.D., Robert H. Smith School of Business University of Maryland

Economic Update

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

Climate Change and Resiliency

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

Microsoft

 

2019-2020 Conferences

Fall 2019

Fall 2019 Program

Economic Update

Anirban Basu, Chairman & CEO, Sage Policy Group, Inc.

Cybersecurity and Ransomware

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

Muni Market and Tax Reform

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

Uniform Guidance Update

Monique Booker, Partner
Not-for-profit Audit Practice Leaders, SB & Company, LLC

 

 

 

Winter 2020

Winter 2020 Program

GASB Update

Dean Meade, Sr Research Mgr., GASB

Artificial Intelligence, Robotics and Power of API, Payment Trends: Digital Adoption and Fraud Prevention

Brian S. Anderson, Executive Director, Head of Payables Solutioning, J.P. Morgan

Federal Legislative Update

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

Diversity, Ethics and High Performing Cultures - Using Ethics as a lever to build a culture of Diversity and Inclusion

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

Fall 2018 Program

 

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

Winter 2019 Program

 

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

Spring 2019 Program

 

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

Maryland General Assembly

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

The Economy's Wild Ride

Dr. Daraius Irani, VP of Innovation and Applied Research at Towson University

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