39 TH ANNUAL. CONFERENCE wednesday, march 21 friday, march 23, 2018 pre-conference training workshops begin march 20, 2018

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1 nys government finance officers association, inc. 39 TH ANNUAL CONFERENCE wednesday, march 21 friday, march 23, 2018 pre-conference training workshops begin march 20, 2018 albany marriott hotel albany, new york

2 discover your memory power with the "MEMORY SWITCH" workshop MATTHEW GOERKE is regarded as one of America s leading experts in the field of Memory Development. He has shared with thousands of business professionals from all walks of life the techniques for developing an instant recall memory with results that can only be described as amazing. Your profession demands that you remember a wealth of knowledge including client information, market data, presentations and most importantly, names. A simple slip of the mind can result in thousands of dollars in lost sales or credibility. Fortunately there is a solution. Train your memory! WHAT YOU CAN EXPECT FROM THE MEMORY SWITCH PROGRAM: Learn how to: Remember names, faces and key information shared by clients and staff Make presentations without notes Use your memory and the techniques shared to boost confidence and make a powerful first impression Share information with clients and staff in a way that will dramatically increase the listener's retention of key information Remember important information from meetings, to-do lists and written material Boost sales and networking skills to increase referrals and repeat business Reduce stress and improve time management There is no such thing as a bad memory just an untrained one. Matthew has worked with such well known speakers as Zig Ziglar, Ed Forman, Vic Conant and Tony Robbins. He has trained executives from corporations including AT&T, Prudential, Exxon, Wells Fargo, Merck Pharmaceutical and Coldwell Banker, and government agencies such as the United States Postal Service and the Defense Department. Matthew has also had a tremendous impact in educational settings, having personally trained thousands of students and teachers at all academic levels. Matthew is the developer of the Memory Switch Program, the most utilized program of its kind ever developed. He is a much sought-after guest, having appeared on hundreds of radio and television talk shows. ENJOY AN INTERACTIVE DEMONSTRATION THAT WILL BLOW YOUR MIND! ANNUAL CONFERENCE march 21-23, 2018 albany marriott hotel

3 PRE-CONFERENCE WORKSHOPS tuesday, march 20, :30 AM to 12:00 PM Cash Management Best Practices 4 CPE 8:30 AM - 12:00 PM Ethics and Professional Conduct for NYS CPAs 4 CPE 4 GFI A-E 1:00 PM - 4:30 PM Codes of Ethics and Standards of Conduct for NYS Governments 4 CPE 4 GFI A-E 1:00 PM - 4:30 PM Successfully Managing Change in the Public Sector 4 CPE # wednesday, march 21, :30 AM - 12:00 PM Collaborative Budget Technologies for the Public Sector 4 CPE # 9:00 AM - 4:30 PM Debt Management Forum 7 CPE ADV ADV 1:30 PM - 5:00 PM 2018 GAAP Update 4 CPE 4 GFI A-AU 1:30 PM - 5:00 PM Excel Techniques for Finance Officers 4 CPE # PROGRAMMING keys FOUNDATIONS ADVANCED gfi categories & credits F: AU Auditing F: DM Debt Management F: FR Financial Reporting F: HR Human Resource Management F: GE General ADV Advanced Workshop/Forum (required) A: AU Auditing A: ET Ethics & Professional Conduct A: HR Human Resource Management A: GE General All Pre-Conference, General & Concurrent Sessions are eligible for GFI credit except where noted as below: #: Not eligible for GFI credit Each Pre-Conference seminar is noted with the amount of eligible GFI credits. All General and Concurrent Sessions are eligible for 1 GFI credit per session except where noted otherwise. cpe credits All Pre-Conference seminars, General and Concurrent Sessions provide CPE credit in the Government Specialized Knowledge subject area except where noted as below: : Advisory Services subject area : Not eligible for CPE credit Each Pre-Conference seminar is noted with the amount of eligible CPE credits. All General and Concurrent Sessions are eligible for 1 CPE credit per session except where noted otherwise LEARN & CONNECT

4 ANNUAL CONFERENCE SESSIONS thursday, march 22, 2018 GENERAL sessions 8:35am - 10:15am keynote address Matthew Goerke: Discovering Your Memory Power 2 CPE # 10:40am - 11:10am Comptroller Thomas P. DiNapoli Invited # CONCURRENT sessions 1:30pm - 2:20pm CAFR Awards Criteria F: FR or AU / A:AU Social Media in the Public Sector F: HR or A: HR Debt Compliance: Know the Rules F: DM 2:30pm - 3:20pm Creating a Statement of Cash Flows F: FR or AU / A: AU Tips for Effective PowerPoint Presentations # State Retirement System Update F: HR or A: HR 3:40pm - 4:30pm Paying for Broadband Access F: GE or A: GE Safeguarding Public Funds F: GE or A: GE Affordable Care Act Update F: HR or A: HR friday, march 23, 2018 CONCURRENT sessions 8:30am - 9:20am Managing Government Banking Relationships F:GE or A:GE Update on Proposed Changes to the Financial Reporting Model F:FR or AU or A:AU Negotiating Collective Bargaining Agreements F: HR or A: HR 9:30am - 10:20am The Latest from the NYS Environmental Facilities Corporation F: GE or A: GE Energy Performance Contracting: Is It for Your Municipality? F: GE or A: GE Cybersecurity and Government Organizations A: ET GENERAL sessions 10:40am - 11:30am The Word from Washington F: GE or A: GE 11:40am - 12:30pm A Snapshot on Today's Economy F: GE or A: GE 4:40pm - 5:30pm Digitizing Municipal Records F: GE or A: GE FOIL and the Open Meetings Law A: ET Procurement Policies and the New Uniform Guidance F: GE or A: GE PROGRAMMING keys See page 3 for GFI and CPE credit categories and other details. Hotel reservations must be made directly with the hotels. See page 6 for details. Are you eligible for the NYS GFOA Professional Development Scholarship? See page 5 for details ANNUAL CONFERENCE march 21-23, 2018 albany marriott hotel

5 SCHOLARSHIP OPPORTUNITY The Professional Development Scholarship is available to NYS GFOA public sector members in good standing who are first-time* conference attendees. Up to five Scholarships (one per NYS GFOA geographic region) are available to attend the NYS GFOA Annual Conference. Each Scholarship covers the cost of the Annual Conference registration and two nights at the Conference hotel. The Scholarship application is available at nysgfoa.org. Click on the Membership tab at the top of the page. Submission Deadline: January 19, 2018 at 11:55pm Selection Announcement: On or before February 16, Completed Applications: * Prior year attendees unable to attend the upcoming conference due to extenuating circumstances may also be considered. CONFERENCE details-at-a-glance conference registration dates & fees By After cutoff dates 2/9/18 2/9/18 Member (cash/check/po) $200 $230 Member (credit card) $206 $237 Gov NonMem (cash/check/po) $300 $330 Gov NonMem (credit card) $309 $340 Priv NonMem (cash/check/po) $395 $435 Priv NonMem (credit card) $407 $448 NOTE: Pre-conference seminars are separate fees. See Registration Form. Registration and Payment must be received by 2/9/18 to receive the lowest rate. before you register... Are you are eligible for the NYS GFOA Professional Development Scholarship? See Scholarship Opportunity to the left. SO WHAT IS GFI ANYWAY? The Government Finance Institute (GFI) is a two level, progressive program providing a continuing series of in-depth workshops and sessions at both a Foundations and Advanced level. Workshops are held throughout the year at various locations across the State. Graduates are formally recognized, at the completion of each level, for their commitment to professional excellence and competence in the field. The program was designed by some of NYS GFOA s most experienced government finance professionals, and offers a unique opportunity to obtain a well-rounded working knowledge of the core functional areas of government finance. Participants begin at the Foundations level and can progress to the Advanced level if they wish to continue. This comprehensive, multi-year professional development program features authoritative educational training in the nine core areas of government finance: Accounting; Financial Reporting; Cash Management; Debt Management; Internal Control; Performance Management; Auditing; Human Resource Management; and Ethics. By participating in GFI, you will: Expand your expertise; Enhance your professional growth; Keep up with the industry s latest and most significant issues; Demonstrate your commitment to continued professional development; Meet new peers to add to your network of resources; and Earn CPE credits. hotel options & pricing Reserve your room directly with the hotel. DO NOT mail forms to NYS GFOA. Reserve online, by phone or mail. See page 6 for more information. Albany Marriott (Site of Conference)* Rate per night: $ *If the Marriott is your PREFERRED hotel, we HIGHLY recommend reserving your room as soon as possible! Home2Suites by Hilton Distance from Marriott: 0.2 miles Rate per night: $ Radisson Albany Distance from Marriott: 0.7 miles Rate per night: $ LEARN & CONNECT

6 CONFERENCE DETAILS pre-conference workshops Several full and half-day programs will be held on Tuesday, March, 20th and Wednesday, March 21st. The full-day programs qualify for up to 7 CPE credits and the half-day programs qualify for up to 4 CPE credits. Meals and/or refreshment breaks are included on both days. annual conference The conference includes two breakfasts, several refreshment breaks, one lunch, two receptions, one dinner and Thursday evening entertainment. Only registered attendees with name badges will be permitted to attend sessions, meal functions, and evening entertainment. CPE credits NYS GFOA is an approved sponsor with the NYS Education Department to provide courses that qualify for Continuing Professional Education credit. The Annual Conference qualifies for up to 10 CPE credits. There are over 20 sessions to choose from on issues relating to government finance. You can earn up to 26 CPE credits through a combination of Pre-Conference Seminars and Annual Conference sessions. You MUST have your badge scanned to obtain CPE (and GFI) credit. exhibitors Over 60 companies and state agencies specializing in government products and services will be available to demonstrate and discuss the latest innovations in government finance. REGISTRATION DETAILS Registration for the pre-conference workshops and the annual conference is open to all interested persons. To register online, please go to nysgfoa.org or complete the enclosed registration form and return it to NYS GFOA. Pre-registration deadline: March 2, After this date you MUST register on-site. Pre-Conference and Conference Rates Discount Date: To receive discounted pricing, your payment must be postmarked and paid by: 2/9/18 See page 5 for a complete list of Conference Rates. See enclosed Registration Form for Pre-Conference and Conference rates. cancellation policy Cancellation must be sent by one of the following methods: Mail: NYS GFOA, 126 State St, 5th Fl, Albany, NY info@nysgfoa.org Fax: Cancellation Dates: By March 2, 2018: Any cancellations will be charged an administrative fee of $25.00 After March 2, 2018: No refunds. Payment is required on any and all registrations not canceled according to this policy. HOTEL INFORMATION Reserve directly with the hotel of your choice. Reserve online, by phone or mail. Information for each hotel is provided on the enclosed Hotel Reservation Form. Reserve your room by March 2, Reserve by this date to receive the discounted conference rate on a space-available basis. DO NOT DELAY. Group blocks fill quickly - well before the cutoff date. Reservations made after March 2, 2018 will be subject to availability at each hotel. Guarantee your room. Online and phone reservations require a valid credit card to hold the room. Credit cards are not charged until check-in. Mailed reservations will require a minimum of one night s deposit; include with your reservation form. Make checks payable to the hotel. See the Hotel Reservation Form for details. Tax Exemption. Include your exemption certificate with your reservation. For tax exempt entities, payment must be made from the tax-exempt entity. Personal payments (check or credit card) will void the tax exemption. Hotel Reservation Confirmations. Confirmations will be ed to you directly from the hotel. Review all information for accuracy. Group Rates for Registered Conference Attendees Only. The conference rate will be honored only for registered conference attendees. Reservations that do not have a corresponding conference registration will be removed from the group block before the start of the conference. Early departures. Early departures after check-in may be subject to penalty fees set by the hotel. Changes to reservations. Make changes to your reservation directly with the hotel. Cancellation policy and deadline. Reservation cancellations must be made directly with the hotel according to each hotel's specific policy to receive a refund (see Hotel Reservation Form). A charge of one night's room (and tax, if applicable) will be charged or forfeited on reservations that do not arrive (no-shows) or are not canceled according to the policy ANNUAL CONFERENCE march 21-23, 2018 albany marriott hotel

7 JOIN NYS GFOA! Join NYS GFOA at the "first time member" rate (see below) and begin your benefits today, including registering at the member rate for the 39th Annual Conference! NYS GFOA provides an abundance of opportunities to enhance your professional knowledge and expand your network of peers. See Membership Benefits (below), visit nysgfoa.org or call for more information. MEMBERSHIP BENEFITS be informed, be connected, be educated Membership in NYS GFOA provides you with tools, resources, and information to support your career. It provides you direct contact with your colleagues in municipal finance throughout the state, giving you the connections and support you need for success. NYS GFOA members include local government finance officers, private sector experts, and state agency representatives. legislation From legislation and regulations passed in Albany and Washington, to new accounting and auditing standards established by the GASB, the AICPA, and others, NYS GFOA keeps you informed about changes which impact the world of government finance. discounts Fees for educational events and publications are discounted for NYS GFOA members. There are various opportunities to enrich your professional and personal growth through NYS GFOA leadership and Committee services: regional council and board of governors service; multiple committees on a range of topics; program development; and curriculum review task forces. education NYS GFOA offers many educational opportunities throughout the year including the Annual Conference, regional seminars, webinars, Elected Officials Basic Finance Training, and workshops through our own Governmental Finance Institute and Governmental Accounting Essentials. communication NYS GFOA communicates with members through monthly electronic news briefs, breaking news In the Loop notices, a quarterly magazine, an online membership directory, and an interactive web site. The Association is also able to personally address your government finance questions through our in-house resources. publications In addition to the quarterly magazine highlighting the latest developments in government finance, NYS GFOA produces best practice guides to assist government finance professionals. NYS GFOA publications provide guidance in areas such as public sector cash management, budgeting, and internal control. The Association also maintains an on-line resource library, which contains sample policies, RFPs, budgets and more for member use. OUR MISSION The mission of NYS GFOA is to strengthen the capacity of government finance professionals to manage public finances effectively and responsibly and to use the collective knowledge and expertise of its members for the public benefit by enhancing government efficiency and accountability throughout New York State. MEMBERSHIP RATES Annual membership in NYS GFOA is from January 1 through December first time member discount Government (ck/cash): $85.00 Government (credit card): $88.00 Private (ck/cash): $ Private (credit card): $ renewing member rates Per Individual Government Private 1-3 members/entity (ck/cash): $ $ members/entity (credit card): $ $ members/entity (ck/cash): $ $ members/entity (credit card): $ $ members/entity (ck/cash): $ $ members/entity (credit card): $ $ LEARN & CONNECT

8 39 th NYS GOVERNMENT FINANCE OFFICERS ASSOCIATION, INC. ANNUAL CONFERENCE march 21-23, 2018 pre-conferences begin march 20 Online registration available at nysgfoa.org. Credit Cards accepted (MasterCard, Visa, and Discover). Mail, fax, or registrations (check/cash). See instructions below. Payments by check/cash receive a discount. Make reservations directly with the hotel (see Hotel Reservation Form). REGISTRATION FORM PLEASE COMPLETE ALL SECTIONS. 1. ATTENDEE First Time Attendee? Yes Name Professional Designation Title Entity/Company 3. CONFERENCE (Thursday & Friday only) Fees do not include Pre-Conference seminars. Fees listed on the left are for check (ck) payments. Fees listed on the right are for credit card (cc) payments. Cutoff Dates By 2/9/18 After 2/9/18 Member CK $200 / CC $206 CK $230 / CC $237 Nonmembers (govt) CK $300 / CC $309 CK $330 / CC $340 Nonmembers (priv) CK $395 / CC $407 CK $435 / CC $448 Address City State Zip Telephone 2. PRE-CONFERENCE SEMINARS (Tuesday & Wednesday only) Fees are separate from the Conference program. Fees listed on the left are for check (ck) payments. Fees listed on the right are for credit card (cc) payments. Cutoff dates for fee discounts apply to all seminars. Cutoff Dates By 2/9/18 After 2/9/18 Tuesday (March 20) Cash Management Best Practices (GFI ADV) 8:30a-12p Member CK $100 / CC $103 CK $120 / CC $124 Nonmember CK $200 / CC $206 CK $240 / CC $247 Ethics & Professional Conduct for NYS CPAs 8:30a-12p Member CK $150 / CC $155 CK $170 / CC $175 Nonmember CK $300 / CC $309 CK $340 / CC $350 Code of Ethics and Standards of Conduct for NYS Govts 1p-4:30p Member CK $100 / CC $103 CK $120 / CC $124 Nonmember CK $200 / CC $206 CK $240 / CC $247 Successfully Managing Change in the Public Sector 1p-4:30p Member CK $100 / CC $103 CK $120 / CC $124 Nonmember CK $200 / CC $206 CK $240 / CC $247 Wednesday (March 21) Collaborative Budget Technologies 8:30a-12p Member CK $100 / CC $103 CK $120 / CC $124 Nonmember CK $200 / CC $306 CK $240 / CC $247 Debt Management Forum (GFI ADV) 9a-4:30p Member CK $150 / CC $155 CK $170 / CC $175 Nonmember CK $300 / CC $309 CK $340 / CC $ GAAP Update 1:30p-5p Member CK $120 / CC $124 CK $140 / CC $144 Nonmember CK $240 / CC $247 CK $280 / CC $288 Excel Techniques for Finance Officers 1:30p-5p Member CK $150 / CC $155 CK $170 / CC $175 Nonmember CK $300 / CC $309 CK $340 / CC $ MEALS Meals are included with your registration. Will you be joining us for meals? Please assist us by indicating below which meals you WILL attend. Thank you. Wednesday (March 21) Welcome Reception Thursday (March 22) Breakfast Lunch Dinner Friday (March 23) Breakfast MEMBERSHIP: RENEW OR JOIN NOW! DUES ARE PER INDIVIDUAL GOVERNMENT PRIVATE 1-3 Members per entity CK $170 / CC $175 CK $395 / CC $ Members per entity CK $155 / CC $160 CK $350 / CC $ Members per entity CK $140 / CC $144 CK $315 / CC $324 Introductory Offer: 1st Time CK $85 / CC $88 CK $190 / CC $196 RETIREE (govt or priv) CK $25 / CC $26 STUDENT (FT or PT; proof reqd) CK $25 / CC $26 To obtain the volume discount, all membership applications/renewals must be submitted together. To determine your individual dues, please check within your organization for the total number of members or call NYS GFOA at for assistance. 6. TOTAL FEES Pre-Conference Seminar(s) 2. $ Annual Conference 3. $ Membership 5. $ Total Payment $ 7. PAYMENT Payments must be received or postmarked by the cutoff dates listed to receive discounted rates. Check/PO/Voucher enclosed Please make checks/vouchers payable to NYS GFOA and mail to: NYS GFOA, 126 State Street, 5th fl., Albany, NY Credit Card: MasterCard, Visa, Discover (AMEX not accepted.) Please go to nysgfoa.org and click Conference on the navigation bar QUESTIONS? CONTACT US Phone: info@nysgfoa.org Fax:

9 39 th NYS GOVERNMENT FINANCE OFFICERS ASSOCIATION, INC. ANNUAL CONFERENCE march 21-23, 2018 pre-conferences begin march 20 Make your hotel reservations directly with the hotel. Online and phone reservations accepted. See details below. HOTEL RESERVATION FORM CONFERENCE ROOM RATES AVAILABLE MARCH 19-22, 2018 Reserve ONLINE (nysgfoa.org), PHONE or MAIL. See hotel specific information below. You may reserve your room prior to registering for the conference. You MUST register for the conference to retain the group rate. HOWEVER, reservations without a corresponding conference registration will be removed from the group block before the start of the conference. Reservations are assigned on a first-come, first-served basis and according to room availability. RESERVE EARLY! All reservations must be guaranteed by one night s deposit (made payable to the hotel) or secured by a credit card. Conference room block cut off date is March 2, 2018 at 3:00pm. Reservations made after March 2, 2018 are on a space available basis only. HOTEL OPTIONS Have your confirmation information with you at check-in. All hotels are smoke-free. (Prices DO NOT include 14% tax) Confirmations will be ed to you directly from the hotel. NOTE: Rooms in the conference blocks typically sell out EARLY! CONTACT INFORMATION ONE FORM PER PERSON. PRINT CLEARLY TO AVOID DELAYS IN PROCESSING. Name Entity/Company Address City State Zip Telephone Arrival Date ROOM SPECIFICS Departure Date King 2 Beds Handicap Accessible Other Roommate s name, if applicable (please use a separate form) Hotel Rewards Number: PAYMENT Add 14% tax, unless tax exempt. Tax exempt forms must be submitted with reservation forms. Payment must be made by the tax-exempt entity to retain tax exemption. Check/PO/Voucher must be enclosed payable to hotel selected. Credit Card: American Express MasterCard Visa Discover Credit Card # Signature Exp. Date Albany Marriott (Site of Conference)* 189 Wolf Rd, Albany NY Rate per night: $ Check-In: 4p Check-Out: 12noon Online: nysgfoa.org/conference, click on Albany Marriott Phone: Cancellation policy: By 4:00pm, 24 hours prior to arrival * If the Marriott is your PREFERRED hotel, we HIGHLY recommend reserving your room as soon as possible! Radisson Albany 205 Wolf Rd, Albany, NY Distance from Marriott: 0.7 miles Rate per night: $ Check-In: 4p Check-Out: 12noon Online: nysgfoa.org/conference, click on Radisson, use promo code: GFOA Phone: Cancellation policy: By 6:00pm on the day of arrival Home2Suites by Hilton 10 Metro Park Rd, Albany, NY Distance from Marriott: 0.2 miles Rate per night: $ Check-In: 3p Check-Out: 11am Online: nysgfoa.org/conference, click on Home2Suites Phone: Cancellation policy: By 3:00pm, 24 hours prior to arrival IMPORTANT GUARANTEE & CANCELLATION POLICIES Credit cards must have an expiration date of April 2018 or later. Credit cards are collected for GUARANTEE and WILL NOT BE CHARGED IN ADVANCE. Cancellations and changes must be made directly with the hotel. Cancellations: To receive a refund or avoid a charge, see above for each hotel's individual cancellation policy. A charge of one night's room and tax will be charged or forfeited on reservations that do not arrive (no-shows) or are not cancelled by the reserved hotel's cancellation deadline - see above. Early departures (a day or more) must be communicated with some hotels Front Desk by noon of the date of new departure date to avoid further charges. Review your confirmation for accuracy and specific policies of the hotel.

10 2018 annual conference PLATINUM SPONSORS THURSDAY'S LUNCH SPONSOR THURSDAY'S BREAKFAST SPONSOR CASINO NIGHT FUNDRAISER REFRESHMENTS SPONSOR THURSDAY'S ICE CREAM SOCIAL SPONSOR CONFERENCE WIFI SPONSOR HOTEL KEY CARDS SPONSOR BADGE LANYARDS SPONSOR