South Metro Chapter Professional Development Seminar
|Date||Thursday, April 20, 2023
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Village of Frankfort
432 W. Nebraska
Frankfort, IL 60423
Map and directions
|Delivery Method||In Person|
|Field of Study||Finance-Technical - 2.0 Personnel/Human Resources - Non-Technical - 1.0 Personal Development - Non-Technical - 1.5|
|NASBA CPE||Earn 4.50 CPE Hours|
|Government / Partner Colleagues||$ 35.00|
Join the IGFOA South Metro Chapter for a professional development seminar on Thursday, April 20, 2023 at the Village of Frankfort. The half-day seminar includes four sessions and a networking lunch held at the conclusion of the last session.
AGENDA, SESSION DESCRIPTIONS, AND LEARNING OBJECTIVES
Session 1 - UNDERSTANDING MOODY’S CREDIT RATING PROCESS AND NEW CITIES AND COUNTIES METHODOLOGY
Moody’s Investors Service experts will discuss the recent changes in Moody’s rating methodology and how it will impact the ratings of local units of government in Illinois. They will also review the rating timeline and process.
Speakers: Coley Anderson, Vice President, Moody’s Investors Service and Rachel Cortez, Assistant Managing Director, Moody’s Investors Service
CPE: About 1.0 hours Field of Study: Finance – Technical Level: Update
Session 2 - ACHIEVING A HEALTHY WORK LIFE BALANCE
Participants will take an internal look at their definition of work life balance and think and self-reflect through information and activities. They will take away tips and tricks to get a better handle on how well they are doing as well as strategies to get better at balance.
Speaker: Loren Sanders, Professional Synergist, Fortune 4 Learning Leader, Executive Coach and Empathy Coach
CPE: About 1.5 hours Field of Study: Personnel Development – Non-Technical Level: Overview
Session 3 - MITIGATING THE COST OF MEDICAL INSURANCE AND MAXIMIZING INVESTMENT INCOME IN YOUR ORGANIZATION
Join two knowledgeable and experienced government finance professionals as they share practical information on how to mitigate the costs of medical insurance…your #2 operating expense and explore the current investment markets, including reviewing key strategies to help maximize potential investment income in this new rate environment.
Speakers: David Cook, Executive Director, IPBC and Michelle Binns, Director, PFM Asset Management
CPE: About 1.0 hours Field of Study: Finance – Technical Level: Overview
Session 4 - HR FUNDAMENTALS OF FINANCE FOLKS
Human Resources responsibilities can fall into different departments depending on the size and structure of the municipalities. They could be under the Manager’s office or a separate HR department. Many times, however, the Finance Director and Department is charged with ensuring that many of these responsibilities are completed. This session aims to arm finance staff with knowledge to administer basic HR functions to remain compliant, to instill positive labor relations, and to deal with personnel issues effectively.
Speakers: Bill Hannah, Director of Finance, City of St. Charles and IGFOA Past President and Jennifer McMahon, SPHR, Director of Human Resources, City of St. Charles
CPE: About 1.0 hours Field of Study: Personnel/Human Resources – Non-Technical Level: Update
Intended Audience: Finance Professionals
Delivery Method: Group-Live
Program Level: See above sessions
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: See above sessions
Last Review/Revision/Update: April 20, 2023
NASBA CPE Credits: Earn about 4.5 CPE credit
Presented by the South metro chapter
Registration & Cancellation Policy
Payments by check should be mailed in advance or made at time of registration by credit card.
Cancellation of an event registration is subject to the following policy:
• No refunds will be given for cancellations the day of the event and no shows.
• For IGFOA event registration cancellations five (5) business days or more prior to an event, refunds will be offset by a $20 cancellation fee.
• For IGFOA event registration cancellations within five (5) business days of the training, refunds will be offset by a cancellation fee of 50% of the registration fee.
• A substitute attendee may be designated provided that the payment has been made and the IGFOA office has been notified in advance.
• Cancellation policy for chapter events may differ from this policy at the chapters’ discretion.
• A written request for a refund must be emailed to the IGFOA prior to the event.
By submitting this registration, the applicant agrees to the registration and cancellation policy above.
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 questions about the cancellation and refund policy, your membership, or a complaint, please contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.
Approved by the National Registry of CPE Sponsors
CPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (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.