Take Stock of Hidden Resource Wasters

Webinar

Thursday, February 2, 2017, 10:00 AM–11:15 AM

  • Members $60.00 Before Dec 8, 2017
  • Government staff members $75.00 Before Dec 8, 2017
  • Non-members $105.00 Before Dec 8, 2017

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Description

2017 SESSIONS

08/3/17 - How Do You Make Your Investment Policy Work For You? 
NEW DATE - 10/12/17 - Debt 
11/2/17 - Fraud Response Plan 
12/7/17 - Grant Management

Prior 2017 Sessions
02/2/17 - Take Stock of Hidden Resource Wasters: Identify Process Inefficiencies to Reclaim Lost Staff Time
03/2/17 - Demystifying the Cooperative Purchasing World:  How Does it Work?
04/6/17 - Enterprise Resource Planning - IT Directors Talk About the Biggest IT Project You'll Ever Undertake
05/4/17 -Budgeting Practices – A Primer on Governmental Budgeting
06/1/17 - Implementing and Reporting GASB Statement No. 84, Fiduciary Activities 


The program is delivered via a secure web site and audio conferencing service to your desktop. In order to participate you will need a phone for audio and computer with a Web browser to view the presentation. Registrants will receive instructions with a  unique url log-in link, toll-free phone number, and access code (different for each webinar).  Participants are muted throughout the webinar but can submit questions to the presenter through an on-line chat feature.  

To ensure that you will receive the instructions from IGFOA, list "First Thursday Webinar Login Link - IGFOA PEC <meetings@meetings.readytalk.com>" as an approved or trusted sender in your email addresses and test the connection in advance of the  webinar.

Whether you are watching on your own or in a group setting, each individual must be registered - including those who may not intend to claim continuing professional education (CPE) credit.  CPE credit will only be given to the individual that is registered for the webinar.  To receive CPE credit, the registered individuals must attend each webinar in its entirety as tracked in the web participation report and complete at least 80% of the participation monitoring tools admininstered throughout the webinar.  Only registered and paid participants fulfilling these criteria will be issued Certificates of Attendance.  

IGFOA reserves the right to modify the agendas, monthly topics, and/or speakers, cancel the trainings due to low enrollment, or to close registration if full.  Please allow up to 90 minutes for the webinar presentations and questions/answers.


2017 IGFOA Government finance WEBINAR series DESCRIPTIONS, LEARNING OBJECTIVES, AND SPEAKERS


  • 08/3/17 - How Do You Make Your Investment Policy Work For You? 

    Learn how Will County, Illinois revamped their Investment Policy and improved their returns.  Additionally, get an update on where the Fixed Income market might be moving in the next couple of years and what you might do to take advantage of the current yield curve.

    Learning Objectives:  Participants completing this session will be able to:
    1. Gain an understanding of putting together or updating an Investment Policy
    2. Learn about various Investment options which fall under the 30 ILCS 235 Public Funds Investment Act
    3. Learn about the current yield curve and how best to take advantage of it

    Speakers: 
    Brian McDaniel, Chief Investment Officer for Will County, IL
    Daniele Driscoll, Vice President, JPMorgan Securities

    Intended Audience: Finance Professionals
    Delivery method:
     Internet Based
    Program Level: 
    Overview
    Prerequisites: 
    No prerequisites required 
    Advanced Preparation:
     No advanced preparation required
    Field of Study:
    Management Services - Technical
    Earn about 1.5 CPE credit

    Registration Page

    Top of Page  


    Debt 
    NEW DATE: October 12, 2017
    Time: 10:00 - 11:15 AM
    Please allow 90 minutes for the presentation and question/answers.

    1)  Municipal Bond Market Update - Interest rate trends in the municipal marketplace and how Illinois credits continue to be negatively impacted by the uncertain budget climate in our State.
    2)  Opportunities to Refinance for Savings Now that the Yield Curve has Flattened - How the recent increase in short term rates and the corresponding flattening of the bond yield curve may present new opportunities to refund existing debt for savings.
    3)  Securities Law Enforcement Update - Recent federal securities law developments, including an enforcement action where criminal liability was imposed on a City finance director for fraudulent disclosure in a bond offering document.  

    Speakers:

    Intended Audience: Finance Professionals
    Delivery method:
     Internet Based
    Program Level: 
    Overview
    Prerequisites: 
    No prerequisites required 
    Advanced Preparation:
     No advanced preparation required
    Field of Study: Finance - Technical

    Earn about 1.5 CPE credit

    Registration Page

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    Fraud Response Plan
    Date: November 2, 2017
    Time: 10:00 - 11:15 AM
    Please allow 90 minutes for the presentation and question/answers.

    This session will include a framework for a Fraud Response Plan and the benefits to both the entity and the finance professional.  The framework will be applied to real scenarios to see how a Fraud Response Plan would have helped. 

    Learning Objectives: Participants completing this session will be able to:
    1. Understand the basic framework of a Fraud Response Plan.
    2. Focus in on the hazards that are avoided with a well-constructed plan.
    3. Understand their role and the roles of others both inside and outside the entity.

    Speaker: Jeremy Plank, C.J. Schlosser & Company, LLC

    Intended Audience: Finance Professionals
    Delivery method:
     Internet Based
    Program Level: 
    Overview
    Prerequisites: 
    No prerequisites required 
    Advanced Preparation:
     No advanced preparation required
    Field of Study: Accounting (Governmental) - Technical

    Earn about 1.5 CPE credit

    Registration Page

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    Grant Management  
    Date: December 7, 2017
    Time: 10:00 - 11:15 AM
    Please allow 90 minutes for the presentation and question/answers.

    Speaker: John Cutera, BKD LLP

    Intended Audience: Finance Professionals
    Delivery method:
     Internet Based
    Program Level: 
    Overview
    Prerequisites: 
    No prerequisites required 
    Advanced Preparation:
     No advanced preparation required
    Field of Study: 

    Earn about 1.5 CPE credit

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    PAST 2017 SESSIONS 

    TAKE STOCK OF HIDDEN RESOURCE WASTERS:  IDENTIFY PROCESS INEFFICIENCIES TO RECLAIM LOST STAFF TIME

    Date: February 2, 2017

    Time: 10:00 - 11:15 AM
    Please allow 90 minutes for the presentation and question/answers.

    Description: 
    Feeling the squeeze to do more with less staff, resources, and budget dollars?  Explore ways to identify the tools that exist in your organization to control and prevent organizational inefficiencies and reclaim lost hours.  In this session you will learn how to take stock and fix areas where your team’s time is lost to process inefficiencies, redundant and duplicate work effort or manual activities.   During the session, real case studies will be presented where different cities have made simple changes and recovered weeks of additional staff time.

    Learning Objectives:  Participants completing this session will be able to:

    • Learn how to find time wasters and explore ways to reclaim staff hours lost to inefficient processes
    • Understand the process by which you can tack action to resolve inefficiencies
    • Learn how to take stock of inefficiencies
    • Explore step-by-step actions you can take now to reduce inefficiencies, manual or redundant processes
    • Identify when “things” aren’t working and determine:  do we need new systems or new process?


      Speakers

      Mary Smith, Managing Partner of Baecore Group, Inc. 
      Tracy Neiheisel, Project Manager of Baecore Group, Inc. 

      Delivery method: Internet Based
      Program Level: Overview
      Prerequisites: No prerequisites required 
      Advanced Preparation: 
      No advanced preparation required
      Field of Study: Management Services - Technical
      Earn about 1.5 CPE credit

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      DEMYSTIFYING THE COOPERATIVE PURCHASING WORLD: HOW DOES IT WORK?
      Date: March 2, 2017
      Time: 10:00 - 11:15 AM
      Please allow 90 minutes for the presentation and question/answers.

      Description: Cooperative purchasing is used at the local, regional and national levels to allow like agencies to solicit contracts for commodities or services and aggregate purchasing volume, expertise and resources to gain better pricing, service, delivery and industry best practices.  This webinar will provide an overview of what contracts are available for local governments to piggyback on.  You will also hear from an expert on the advantages of participating, common concerns, and how to make the case for organizational support for cooperative purchasing.

      Learning Objectives:  Participants completing this session will be able to:
      • Gain a basic understanding of the pros and cons of cooperative purchasing.
      • Learn how to make the case for organizational support for cooperative purchasing through spend analysis and developing a strategic procurement strategy.
      • Become aware of the wide range of cooperative purchasing opportunities that are available to local governmental units and how to ascertain if they fit your entities needs.

      Speaker: Jennifer Sulentic, Director, ProcureSource

      Intended Audience: Finance Professionals
      Delivery method:
       Internet Based
      Program Level: 
      Overview
      Prerequisites: 
      No prerequisites required 
      Advanced Preparation:
       No advanced preparation required
      Field of Study: 
      Finance - Technical
      Earn about 1.5 CPE credit

      Top of Page  



      04/6/17 - Enterprise Resource Planning - IT Directors Talk About the Biggest IT Project You'll Ever Undertake

      Description: Learn from IT Professionals in various stages of ERP implementations on what works, what does not, and how to make the project as successful as possible.  Three stages of ERP use will be discussed: running a procurement, implementing a system, and administering an on-going system.  In many cases, Finance is the main link in an ERP, so Finance and IT have a vested interest in a successful project.

      Learning Objectives:  Participants completing this session will be able to:
      • What are core functions in an ERP, and what else should you expect to include?
      • How to conduct the process to select an ERP
      • Things to consider during an ERP implementation
      • How to manage upgrades, project lifecycle, on-going support and IT's role 

      Speakers:
      Marc Thorson
      , Information Technology Director, City of DeKalb, IL
      Peter Schaak, Director of Information Technology for the Village of Schaumburg, IL
      Sanford Hess, IT Director, City of Urbana, IL

      Intended Audience: Finance Professionals
      Delivery method:
       Internet Based
      Program Level: 
      Overview
      Prerequisites: 
      No prerequisites required 
      Advanced Preparation:
       No advanced preparation required
      Field of Study: 
      Business Management and Organization
      Earn about 1.5 CPE credit

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      05/4/17 -Budgeting Practices – A Primer on Governmental Budgeting

      This webinar will provide basic principles and strategies for use in developing annual operating and capital budgets.  It will provide an introduction to governmental budgeting, utilizing best practices that provide a strong foundation for governmental finance professionals.

      Learning Objectives:  Participants completing this session will be able to:
      • Familiarize themselves with techniques useful in assembling annual operating and capital budgets.
      • Identify practices unique to their organization and how to incorporate them into a structured budget process.
      • Become equipped with basic budgeting skills that can be expanded upon in the future.

      Speakers: 
      Scott Anderson, Finance Director, Village of Buffalo Grove
      David Erb, Finance Director, Village of Mount Prospect
      Julie Zolghadr, Office of Budget and Management, City of Springfield

      Intended Audience: New finance professionals or those new to budgeting for local governments. Also can serve as a refresher for the experienced finance professional

      Delivery method:
       Internet Based
      Program Level: 
      Overview
      Prerequisites: 
      No prerequisites required 
      Advanced Preparation:
       No advanced preparation required
      Field of Study: 
      Finance - Technical
      Earn about 1.5 CPE credit

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      06/1/17 - Implementing and Reporting GASB Statement No. 84, Fiduciary Activities 

      The Governmental Accounting Standards Board recently released a pronouncement on Fiduciary Activities that changes the definitions of fiduciary funds, which fiduciary activities to include in the primary government’s financial statements and what is reported for certain fiduciary funds.

      Learning Objectives:  Participants completing this session will be able to:
      • Obtain a detailed understanding of the definition of fiduciary funds,
      • Understand the types of fiduciary activities to be reported in the future,
      • Identifying what custodial funds are used for and how to report custodial funds,
      • Learn how the new pronouncements will impact reporting pension plans, OPEB plans, funds held for others and accounting and reporting student activity fees for School Districts and Community Colleges. 

      Speakers: 
      Lisa R. Parker, CPA, CGMA, Senior Project Manager, Governmental Accounting Standards Board

      Frederick G. Lantz, CPA, Partner-in-Charge, Government Services, Sikich LLP

      Intended Audience: Finance Professionals
      Delivery method:
       Internet Based
      Program Level: 
      Overview
      Prerequisites: 
      No prerequisites required 
      Advanced Preparation:
       No advanced preparation required
      Field of Study: 
      Accounting (Governmental)
      Earn about 1.5 CPE credit

      Top of Page  
       





For more information

IGFOA
info@igfoa.org
630-942-6587

Registration and cancellation policy

IGFOA Members are those individuals specifically listed in the IGFOA Membership Application or Renewal.  IGFOA Government non-member rate applies to staff, appointed officials, and elected officials of a government with a current IGFOA membership.  

Registrations are accepted on a first-in, first registered basis. Payment should be received in advance. Whether you are watching on your own or in a group setting, each individual must be registered - including those who may not intend to claim continuing professional education (CPE) credit.  IGFOA reserves the right to apply non-member fee to any individual or government that has not paid dues for the current year. 

If you are unable to attend, please contact IGFOA at 630-942-6587 or info@igfoa.org as soon as possible. A $20 cancellation fee will be charged for cancellations up to 15 days before each selected webinars. Cancellations within 15 days of a webinar and no-shows are responsible for the applicable tuition.  

IGFOA reserves the right to modify the agenda and/or speakers, cancel the training due to low enrollment, or to close registration if full.  Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.
  If you have any questions regarding this seminar, cancellations, complaints, or refunds, please contact the IGFOA at 630-942-6587 or info@igfoa.org

Approved by the National Registry of CPE Sponsors

CPE RegistryIllinois Government Finance Officers Association is registered with the National Association of State Boards of Accountanc (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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