IGFOA 2016 First Thursday Webinars

Event Cost

Type	Before 12/1/2016
Members	$ 55.00
Government / Partner Colleagues	$ 70.00
Non-members	$ 100.00

Event Description

2016 Sessions 
* 2/4 Recording & Reporting Revenues from Non-Exchange Transaction 
* 3/3 Putting EMMA to Work for You 
* 4/7 IT Essentials: What You Need to Know 
* 5/5 Cease and Desist!  The Securities & Exchange Commission turns to Illinois (and other) Issuers for settlements in 2016 
* 6/2 Local Government Finance Reporting Requirements - What You Need to Do and When
* 8/4 Payments Industry Updates - The future of payments is rapidly changing – how to keep up
* 9/1 State of Uncertainty Budgeting Strategies in the Current Economic and Legislative Environment
*10/6 The New Accounting and Reporting Requirements for Retiree Health Care, Are You Ready? 
* 11/3 Three Key Purchasing Trends that Every Finance Officer Should Know
* 12/1 Local Government Expense Control Act - What It Means For You

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

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 "IGFOA Professional Education Committee [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 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.

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2016 IGFOA First Thursday Webinar Descriptions, Learning Objectives, and Speakers 

 

Recording & Reporting Revenues from Non-Exchange Transactions
Date: February 4, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: This webinar will give you an overview of Governmental Accounting Standards Board (GASB) Statements No.’s 33 and 36 and the different categories of revenues as presented in the GASB Statements.  In addition, the webinar will provide examples specific to the State of Illinois for the revenue types and the accounting treatment according to Generally Accepted Accounting Principles (GAAP). 

Learning Objectives – participants completing this webinar should be able to:
1). Define the different revenue categories included in GASB Statements No.’s 33 and 36 
2).  Recognize the different revenue recognition at a fund versus entity-wide level 
3).  Examine revenue sources and be able to correctly identify the revenue treatment for financial reporting purposes. 

Speaker: Christine Torres, CPA, Crowe Horwath LLP
Moderator: Linda Abernethy, RSM US LLP
Delivery method: Group 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

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Putting EMMA to Work for You
Date: March 3, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description:  The Municipal Securities Rulemaking Board (MSRB) has launched a national, multi-year effort to increase its outreach to state and local governments that issue municipal securities. The effort aims to share with municipal entities recent updates and new functionality of the MSRB's Electronic Municipal Market Access (EMMA®) website. During this webinar, the MSRB will share details regarding how EMMA can best serve you to meet your continuing disclosure requirements.  The presentation will also provide an update on what to expect from your municipal advisor as a result of new MSRB rules for municipal advisors.

Learning Objectives – participants completing this webinar should be able to:

1. Describe the role of the MSRB in the municipal securities market
2. Navigate the Electronic Municipal Market Access (EMMA) website to customize issuer homepages, set up financial disclosure email reminders, and set up organization accounts.
3. Understand the framework for issuer compliance with financial disclosure requirements.
4. Understand the components and status of the development of the municipal advisor regulatory framework.

Speaker: Leila Barbour, Outreach Manager, Municipal Securities Rulemaking Board
Moderator: Kent M. Floros, Associate, Chapman and Cutler LLP
Delivery method: Group Internet Based
Program Level: Overview
Prerequisites: No prerequisites required 
Advanced Preparation: No advanced preparation required
Field of Study: Finance
Earn about 1.5 CPE credit

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IT Essentials: What You Need to Know 
Date: April 7, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description:  This session will provide updates for 2016 and look further into the roles and responsibiities of PCI Compliance, RFP Technical Requirements, and tips to increase efficiency with technology.

Learning Objectives – Participants completing this webinar should be able to:

1. Understand the roles and responsibilites of Finance and IT for  the Payment Card Industry Data Security Standard (PCI DSS) compliance process
2. Build a better Technology Request for Proposals by understanding the importance of standards, establishing best practices, and learning how to handle Cloud and on-premise solutions
3. Increase efficiencies with technologies by learning about training options for your workforce and tips on web safety and concerns.

Speakers: 
Marc Thorson, Assistant Director of Information Technology, Village of Schaumburg
Brian Johanpeter,  Information Technology Director, City of Mattoon, Illinois
Glen Liljeberg, Director of Information Technology, Village of Westmont

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

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Hot Topics in Debt - Cease and Desist!  The Securities and Exchange Commission turns to Illinois (and other) Issuers for settlements in 2016
Date: May 5, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: The Securities and Exchange Commission has recently begun contacting units of local government to discuss settlement in connection with its Municipalities Continuing Disclosure Cooperation  (MCDC) initiative.  The SEC will be offering settlement terms for potential misrepresentations in municipal bond offering documents regarding prior continuing disclosure obligations.  According to the GFOA, the SEC is contacting not only issuers who voluntarily self-reported under the initiative, but issuers who may not have self-reported but were reported by underwriters.  This session will discuss the MCDC initiative, what to expect if you are contacted by the SEC about a prior bond deal, and how to avoid problems with your bond deals in the future.  

Learning Objectives – participants completing this webinar should be able to:
1. Understand the SEC’s Municipalities Continuing Disclosure Cooperation initiative
2. Learn how to respond if you or a member of your staff are contacted by the Securities and Exchange Commission
3. Identify steps to implement  to ensure compliancy

Speakers:
Larry White, Chapman and Cutler
Dan Forbes, Speer Financial 
Todd Krzyskowski, Mesirow Financial 

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

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Local Government Finance Reporting Requirements - What You Need to Do and When

Date: June 2, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: This webinar will present an all-encompassing look at the various deadlines and due dates faced by finance directors on a regular basis. A timeline will be created that includes State and Federal tax filings, TIF reporting, Treasurers Report, Comptroller's Report, Department of Insurance reporting, debt disclosure requirements, GFOA award program due dates, ACA, single audit, unemployment reports, IMRF reporting and more. Each reporting requirement will be discussed, the applicable due dates identified, and the ramifications for missing deadlines explained.

Learning Objectives – participants completing this webinar should be able to:
1. Gain a basic understanding of the various deadlines and due dates applicable to Illinois municipalities.
2. Become aware of actions that will trigger the need for new filing and reporting requirements with various State and Federal agencies.
3. Learn of potential ramifications for failing to meet required deadlines. 

Speaker: Michael E. Malatt, CPA, Senior Manager, Baker Tilly Virchow Krause, LLP
Moderator: RuthAnne Hall, Lake County

Delivery method: Group 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

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Hot Topics in Cash Management - Payments Industry Updates - The future of payments is rapidly changing – how to keep up

Date: August 4, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: The payments landscape is rapidly changing. You can identify gaps in processes and systems to safeguard what you’re doing today – but what about the future? You’ll be provided an overview from an acquirer’s point of view that includes:
- What’s radically changed in the last 5 years?
- What’s new on the horizon?
- What you should know about security, fraud and compliance to safeguard your organization and those you serve.
- Partnering versus service provider relationships

Learning Objectives – participants completing this webinar should be able to:
1.       Understand new and upcoming payment methods you may/may not be using today
2.       Review the need for change
3.       Learn where gaps may be related to security, fraud and compliance when a lack of adoption occurs
4.       Recognize new payment methods impact on you and your residents additions and the requirements for implementing them

Speaker: Jeanie Griffin, Business Development Director- JPMorgan Commerce Solutions Division
Moderator: Laura Mishlove, JP Morgan Chase

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

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Hot Topics in Budgeting - State of Uncertainty Budgeting Strategies in the Current Economic and Legislative Environment
Date: September 1, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: This webinar will provide information and strategies for finance directors to use in developing their annual operating and capital budgets. The material to be discussed is especially timely in light of the fiscal uncertainty and legislative activity playing out in Springfield. The webinar will present material from both a Park District and County perspective (non-home rule) and Municipal perspective (home rule).

Intended Audience: Finance Directors, Budget Officers and others responsible for preparing the annual municipal budget

Learning Objectives – participants completing this webinar should be able to:
1. Develop strategies used by peers for developing annual budgets through uncertain legislative activity in Springfield.
2. Learn approaches for communicating critical budget information to key stakeholders and decision makers. 
3. Identify budget conditions unique to your organization impacting budget preparation. 

Agenda
1. Introductions and housekeeping items
2. Budget process elements
3. Establishing a baseline budget(as a stepping-off point for discussions at staff level)1
     a. Why preparing a budget will be different this time around.
4. Rolling out the proposed budget in preparation for board and public discussion
     a. Utilizing peer resources and networking relationships in developing your organization’s own budgeting approach
     b. Communication strategy to key stakeholders and decision makers, whether good news or bad
     c. Determining service levels, whether to maintain or reduce
     d. Restoring service levels, determining when and how
5. Revenue considerations, use of reserves
6. Contingency planning in the face of revenue reductions
7. Q&A

Speakers: 
Gary Gordon, CFO, Lake County Government 
Bob Farmer, CFO, Winnetka Park District 
David Erb, Finance Director, Village of Mount Prospect

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

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The New Accounting and Reporting Requirements for Retiree Health Care, Are You Ready? 
Date: October 6, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: In June 2015, the Governmental Accounting Standards Board issued two new pronouncements impacting accounting and reporting for retiree health care. GASB Statement No. 74, Financial Reporting for Postemployment Benefit Plans Other Than Pension Plans, addresses reporting by OPEB plans that administer benefits on behalf of governments and replaces GASB Statement No. 43, Financial Reporting for Postemployment Benefit Plans Other Than Pension Plans. GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions, addresses reporting by governments that provide OPEB to their employees and for governments that finance OPEB for employees of other governments and replaces the requirements of GASB Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than Pensions.

Learning Objectives – participants completing this webinar should be able to:
1.) Understand how to plan for the implementation of the new guidance on retiree health care and how it will impact your government. 

Speakers: 
Brian Caputo, Ph.D, CPA, CPFO, Chief Financial Officer/City Treasurer, City of Aurora
Frederick G. Lantz, CPA Partner-in-Charge of Government Services, Sikich LLP

Delivery method: Group 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

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Hot Topics in Purchasing - Three Key Purchasing Trends that Every Finance Officer Should Know

Date: November 3, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: As the economy is improving more and more governmental units are looking to procure additional goods and services, there are three key purchasing trends that every finance officer should be aware of: Protests and Disputes, Use of Procurement Cards and Cooperative Purchasing.  This session will provide practical advice on how to be prepared for protests and disputes in an ever growing competitive bidding market.  In addition, we will highlight two procurement tools, procurement cards and cooperative purchasing, that not only can save you time and money but can be an added source of revenue.

Learning Objectives – participants completing this webinar should be able to:

1. Understand the various types of protests and disputes facing local governmental units and how to be prepared for them.
2. Recognize the pros and cons of developing procurement card policies that enable departments to streamline their procurement cards and the financial benefits that may result from their use.
3. Identify cooperative purchasing tools that provide opportunities for revenue and verification of budget estimates.

Speaker: 
RuthAnne K. Hall, CPPO, Purchasing Manager, Lake County 
Marcia E. Amos, CPPB, C.P.M, Retired from the Village of Lisle as the Procurement Services Manager

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

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Local Government Expense Control Act - What It Means For You

Date: December 1, 2016
Time: 10:00 - 11:15 AM
Please allow 90 minutes for the presentation and question/answers.

Description: This webinar will provide an in-depth legal analysis of the recently enacted Illinois Local Government Travel Expense Control Act. The new law goes into effect on January 1, 2017, and a timeline will be presented showing the various deadlines that local governments and their Finance Directors need to meet in order to comply with the Act. Under the new law, local governments are required to adopt a formal written policy regulating the expenditure of public funds for travel-related purposes, such as airfare, meals and lodging. The Act also requires specific procedures for approving travel expenses, including that each unit of government must adopt a standardized reporting form for such expenditures and reimbursements. No court has had an opportunity yet to issue any opinions or interpretations of the new Act, but our speaker, a local-government attorney, will provide his professional opinion about what the law means, how it works, and what a unit of government must do to comply with the Act's mandatory requirements.

Learning Objectives – participants completing this webinar should be able to:

• Gain a basic understanding of the kinds of travel-related expenses that may be funded by tax dollars, and how to avoid prohibited expenditures.
• Become aware of the circumstances that require specific action by the governing board of a unit of local government to properly authorize certain travel-related expenditures and reimbursements.
•  Learn the various topics that must be addressed in the written travel-expense policy that each unit of government must adopt, and the information that must be included in a standardized expense reporting form.
• Learn the deadlines for complying with the new law and adopting a formal policy and standardized form. 

Speaker: Adam Lasker, Attorney at Law, Ancel, Glink, Diamond, Bush, DiCianni & Krafthefer, P.C.
Ancel Glink has a large online library of local-government information at http://ancelglink.com/Resource

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

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