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Ohio GFOA 34th Annual Conference and Membership Meeting

Ohio GFOA's 34th Annual Conference and Membership Meeting offers 2 1/2 days of unsurpassed networking opportunities and educational sessions on issues facing the industry.

Ohio Government Finance Officers Association (GFOA)
Nancy Waterhouse, Executive Director
(614) 228-4716
[email protected]
9/22/2021 - 9/24/2021
13
Hilton Cincinnati Netherland Plaza
35 W. Fifth Street
Cincinnati, OH 45202
Nancy Waterhouse
Executive Director
Ohio GFOA
614.228.4716
[email protected]

http://www.ohgfoa.com

Wednesday 9/22/2021

10:10 AM - 11:10 AM
Course Name Speaker(s) Hours Available
Buzz Around Integrated Payables Amy Bentley, CTP, Vice President, Treasury Management, Huntington National Bank, Gail McCreight, Vice President, Commercial Card Support Specialist, The Huntington National Bank 1 View
Investments for Small Government Stephen Cicak, Auditor, City of Reynoldsburg, Jennifer Johns, Finance Director, City of Miamisburg, Bill Logan, Finance Director, City of Avon 1 View
Public Payroll: Tips and Traps to Avoid Jamie Nicholson, Finance Director, City of Pataskala, Nancy White, Fiscal Officer, Mifflin Township, Robert Dolan, Assistant Director - Finance/Deputy Fiscal Officer, Cuyahoga County Public Library 1 View
Tips for Sharing Your Financial Stories with Your Board Alex DeRosa, Relationship Specialist, three+one 1 View
11:10 AM - 12:10 PM
Course Name Speaker(s) Hours Available
Key Issues Impacting Economic Development Andrew Deye, Senior Director, JobsOhio, Matt Waldo, Director of Research, JobsOhio 1 View
Segregation of Duties in Small Governments Larry Weeks, CPA, Shareholder, Clark, Schaefer, Hackett 1 View
The Importance of Fleet Management to a Government’s Budget Jeremy Baldwin, Sr. Account Executive, Enterprise Fleet Management, Matthew Whetzel, Senior Account Executive-Northern Ohio, Enterprise Fleet Management 1 View
Uniform Guidance and Cares Act Chad Gorfido, Senior Manager, Rea & Associates, Inc. 1 View
1:55 PM - 2:55 PM
Course Name Speaker(s) Hours Available
Beyond Data + Decisions: Driving Budget Engagement in Colerain Township, OH Jeff Weckbach, Assistant Administrator, Colerain Township 1 View
Fundamentals of Debt Anthony E Core, Senior Attorney, Squire Patton Boggs 1 View
Shared Services for Small Governments Heidi Fought, Director of Governmental Affairs, Ohio Township Association 1 View
Single Audit Update Teresa Hicks, Quality Assurance and Technical Specialist, Center for Audit Excellence Division, Ohio Auditor of State’s Office 1 View
3:05 PM - 4:05 PM
Course Name Speaker(s) Hours Available
Preparing Budgets in Uncertain Times Danny Sklenicka, Senior Audit Manager, Plante Moran, PLLC, Brian Camiller, Partner, Plante Moran, PLLC 1 View
Procurement 101: Purchase Order Fundamentals Jamie Nicholson, Finance Director, City of Pataskala 1 View
Ohio Compliance Supplement Update Joey Jones, Chief Auditor, Ohio Auditor 1 View
Tax Incentive and School Compensation Agreements: Evaluating Them From All Sides of the Table Price Finley, Partner, Bricker & Eckler, Robert F. McCarthy, Associate, Bricker & Eckler 1 View
4:05 PM - 5:05 PM
Course Name Speaker(s) Hours Available
Internal Controls in a Remote Environment Joe Reich, Senior Manager, Plante Moran, PLLC, Josh Louge, Manager, Plante Moran, PLLC 1 View
Introduction to Property and Casualty Insurance Thomas Welch, Director - Ohio Governmental Programs, Burnham & Flower Insurance Group 1 View
Understanding the Credit Rating Process Andrew Van Dyck Dobos, AVP-Analyst, Moody's Investor Service 1 View

Thursday 9/23/2021

10:10 AM - 11:10 AM
Course Name Speaker(s) Hours Available
Establishing Required Policies and Procedures Under Uniform Guidance Ken Richards, Principal, Rea & Associates, Zac Morris, CPA, MBA, Director of Government Services, Principal, Rea & Associates, Inc. 1 View
Financing Green Projects Eric Prall, Investment Banker and financial advisor to municipal issuers., Hilltop Securities Inc, Reginald Staples, Jr., Partner, Dinsmore & Shohl LLP, Samuel Hill, Solar Project Developer, TMI Energy Solutions 1 View
Understanding Property Taxes in Ohio David Graham, Auditor, Greene County 1 View
11:40 AM - 12:40 PM
Course Name Speaker(s) Hours Available
Common Audit Comments for Small Governments Adam Lesch, Senior Manager, Julian & Grube, Inc. 1 View
Don't Get Caught up S***T's Creek Without an Investment Plan Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group 1 View
GASB 87 – Leases Tracie McCreary, Chief Project Manager, Auditor of State 1 View
Records Retention in a Zoom Age Nathan Owens, Records Manager - Constitutional Offices, Office of Ohio Attorney General Dave Yost 1 View
1:50 PM - 2:50 PM
Course Name Speaker(s) Hours Available
Cyber Threats Are Everywhere…What Should You Know to Protect Yourself and Your Company? Brian Akers, EVP, Chief Information Security Officer, Key Bank, Susan Todaro, SVP, Senior Payments Advisor, Key Bank 1 View
Fraud Case Study Elizabeth Akers, Senior Forensic Audit Manager, Ohio Auditor of State 1 View
Navigating Federal Stimulus Funds, Including the American Rescue Plan Act Danny Sklenicka, Senior Audit Manager, Plante Moran, PLLC, Jeffry F. Harris, Of Counsel, Bricker & Eckler 1 View
Yellow Book Revisions Eric J Kline, QA & Technical Specialist-Lead, Auditor of State Steve Yost 1 View
2:50 PM - 3:50 PM
Course Name Speaker(s) Hours Available
Cyber Security: Real Life Examples, Mitigation, and Other Threats David Kessler, Head of Data and Information Risk, United States, Norton Rose Fulbright LLP 1 View
New Trends & Uses of Technology for Small Governments Tom Mitchell, President & CEO, Bonefish Systems, CLINT PELFREY, VICE PRESIDENT, BONEFISH SYSTEMS 1 View
Roles of Participants in a Debt Issuance Heather Vlasuk, Senior Attorney, Squire Patton Boggs, Brian Cooper, Director, Baketilly Municipal Advisors, Michelle C. Hillstrom, Managing Partner, STIFEL, Bryan Hoffman, Director of Finance, City of Cuyahoga Falls 1 View
Utility Rate Studies - What are they, how are they done, and what are they for? Andrew Geiser, Senior Manager, Rea & Associates, Inc. 1 View
4:20 PM - 5:20 PM
Course Name Speaker(s) Hours Available
Building and Managing a Successful Decentralized Financial System – Case Studies Linda Jones, Vice President of Administration, Software Solutions Inc., Grant Halsey, Regional Manager, Software Solutions, Steven Schmidt, Director of Finance, City of Green, Mollie Gilbride, Director of Finance , City of Tallmadge 1 View
Capital Assets: An Overview James Christopher McCoy, Assistant Chief Project Manager, Auditor of State's Office 1 View
Roles the Fiscal Officers Plays in Smaller Governments Joey Jones, Chief Auditor, Ohio Auditor, Jamie Nicholson, Finance Director, City of Pataskala, Nancy White, Fiscal Officer, Mifflin Township, Amie Lynn, Fiscal Officer, Massillon Public Library 1 View
Key Points: Economic Data for Market Participants and Public Officials Jordan Peters, Senior Consultant, Baker Tilly 1 View

Friday 9/24/2021

9:00 AM - 10:00 AM
Course Name Speaker(s) Hours Available
Post-Issuance Compliance: Staying Out of Trouble with the SEC and IRS Matt Stout, Partner, Public Finance, Bricker & Eckler LLP, David Tiggett, Director, KeyBanc Capital Markets 1 View
9:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
GASB Update Dean Mead, Senior Research Manager, Governmental Accounting Standards Board (GASB) 3 View
Professional Conduct Beyond Reproach Tiffany Crosby, Director of Learning, The Ohio Society of CPAs 3 View
10:00 AM - 11:00 AM
Course Name Speaker(s) Hours Available
Building a Successful Investment Program Jason Click, President Public Funds, Meeder Investment Management 1 View
11:00 AM - 12:00 PM
Course Name Speaker(s) Hours Available
Fundamentals of Debt Restructuring Michael Dean, Attorney, Dinsmore & Shohl LLP, Mark Miller, Director, Baker Tilly Municipal Advisors, LLC, Tom Ricchiuto, Manager, Baker Tilly Municipal Advisors, LLC 1 View
Water and Sewer Construction Financing and Refinancing with Ohio Water Development Authority Ken Heigel, Executive Director, Ohio Water Development Autority, Todd Skruck, Chief Fiscal Officer, Ohio Water Development Authority 1 View
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