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
This session will provide guidance to all attendees on best practices in managing their personal finances. Attention will be given to current legislative compliance, including relevant tax law, best practices for investment, and planning for retirement.
Economic and State Revenue Update
David Farkas, Deputy Director of MD BRE
This session will examine the state of the national and state economies and the prospects for continued economic growth. Forecasts for job creation, inflation, and other key economic indicators will be discussed. Particular attention will be given to how the COVID-19 pandemic has affected the state and local economies, and the associated revenue impact, as well as what can be expected going forward.
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
Many local governments have explored upgrading their ERP system; these types of upgrades typically come at a substantial cost to local governments. This session will provide guidance to local governments who are interested in upgrading, from determining the costs and benefits, soliciting and selecting a vendor, and what to expect during the implementation process.
Audit Guidance – CARES Act and Other Federal COVID-19 Stimulus
Sean Walker, Principal, CliftonLarsonAllen, LLP
The receipt of millions in federal grant funding for state and local governments to combat COVID-19 will require additional accounting and audit reporting. This session will provide up-to-date guidance on what state and local government representatives can expect when preparing their annual CAFRs and single audits.
Navigating FEMA Assistance
Dave McDonough, Director of Police & Homeland Security, WSSC Water
Sara Bender, State Public Assistance Officer, MEMA
The frequency and magnitude of natural disasters has increased over the last decade as many local jurisdictions have had communities impacted by severe storms. This session will detail various methods for financing for natural disasters before they occur. Guidance will also be provided for navigating through FEMA disaster relief grants.
Jennifer Diercksen, First Vice President, Public Finance, Davenport & Company LLC
Nisha Rajan, Analyst, Moody’s
Nikki Griffith, CPFO, Bureau Chief, Debt and Cash Management, Howard County Government
The COVID-19 pandemic has brought about changes to the bond sales process for local governments. This session will discuss those changes including how presentations will be made to credit rating agencies and how the rating agencies are accounting for COVID related revenue losses. In addition, this session will discuss competitive versus negotiated bond sales while exploring the benefits and negatives of both methods of sale.
Agenda at a Glance
9:00 am- Welcome
9:10 am- Session I
10:00 am- Break
10:15 am- Session II
11:05 am- Break
11:20 am- Session III
12:10 pm- Lunch Break
1:10 pm- Session IV
2:00 pm- Break
2:15 pm- Session V
3:05 pm- Break
3:20 pm- Session VI
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.