Chicago Metro Chapter Luncheon, Training & Happy Hour
Event Details
| Registration | Register Online |
| Date | Thursday, October 10, 2024
Save to your calendar |
| Time | 12:00pm |
| Location |
Shaw's Crab House 1900 E Higgins Rd. Schaumburg, IL 60173 Map and directions |
| Delivery Method | In Person |
| Field of Study | Finance - Technical |
| NASBA CPE | Earn 3.00 CPE Hours |
| Contact | IGFOA info@igfoa.org 630-942-6587 |
Event Cost
| Type | Before 10/10/2024 |
|---|---|
| Members | $ 60.00 |
| Government / Partner Colleagues | $ 60.00 |
| Non-members | $ 75.00 |
Event Description
Join the IGFOA Chicago Metro Chapter on October 10, 2024 at Shaw's Crab House in Schaumburg, IL, for an engaging afternoon of professional development and networking. The event will feature two informative sessions: one on The Grocery Tax and Other Legislative Changes, and another focusing on Cash Flow Forecasting & Investing. After the last session ends, stay for a happy hour networking social event. Don't miss this opportunity to enhance your knowledge and connect with peers in a relaxed and inviting atmosphere!
Session 1 - The Grocery Tax Repeal and other Legislative Changes
This session will cover the grocery tax repeal, relevant dates, and steps that local governments can take to impose their own grocery tax. We will also cover other legislative changes from the Spring session, as well as allocation trends and the reduced PPRT estimate for FY 2025.
Learning Objectives: Participants completing this session will be able to:
- Gain a basic understanding of requirements and deadlines for imposing a local grocery tax.
- Understand the timeline of the repeal and the first disbursement of a locally imposed grocery tax.
- Understand trends in state tax revenues and allocations to local governments.
Speaker: Aaron Allen, Division Manager - Local Tax Allocation Division, Illinois Department of Revenue
Session 2 - Cash Flow Forecasting & Investing
Cash flow forecasting (CFF) is the process of successfully estimating the magnitude and timing of your entity’s cash flows. Cash flow forecasting can be an integral part of prudent financial management for local governments. Cash flow forecasting can be a key part of the investment program, helping segment the overall portfolio, manage risk, and enhance returns.This session will provide an overview of cash flow forecasts – what they are; what they are not; the benefits of creating cash flows; how to create them; and how to use them in the investment process.
Learning Objectives: Participants completing this session will be able to:
- Be able to explain what a cash flow forecast is and is not;
- Identify the benefits of cash flow forecasting (both in general and for investing, specifically);
- Identify sources for inflows and outflows for a cash flow forecast;
- Identify key revenues and expenses;
- Name key impediments to cash flow forecasting; and
- Name two basic segments of an investment portfolio from a liquidity perspective.
Speakers: Sofia Anastopoulos, Executive Director and Chief Investment Officer, IMET and Ethan Lord, Associate Director, IMET
Intended Audience: Finance Professionals
Delivery Method: Group Live
Program Level: Overview
Prerequisites: No prerequisites required
Advanced Preparation: No advanced preparation required
Field of Study: Finance - Technical and Business Law - Technical
Last Review/Revision/Update: October 10, 2024
NASBA CPE Credits: Earn About 3.0 CPE credit
Presented by the Chicago metro chapter
Registration & Cancellation Policy
REGISTRATION AND CANCELLATION POLICY
Registrations are accepted on a first-in, first registered basis. 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.
• 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.