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DESCRIPTION:2016 Sessions * 2/4 Recording & Reporting Revenues from Non-Exc
 hange 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 C
 ommission 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 rapidl
 y changing – how to keep up* 9/1 State of Uncertainty Budgeting Strategies
  in the Current Economic and Legislative Environment*10/6 The New Accounti
 ng and Reporting Requirements for Retiree Health Care\, Are You Ready? * 1
 1/3 Three Key Purchasing Trends that Every Finance Officer Should Know* 12
 /1 Local Government Expense Control Act - What It Means For You\n\nIntende
 d Audience: Finance ProfessionalsDelivery method: Group Internet BasedProg
 ram Level: OverviewPrerequisites: No prerequisites required Advanced Prepa
 ration: No advanced preparation requiredField of Study: Accounting (Govern
 mental)\, Business Management and Organization\, FinanceEarn about 1.5 CPE
  creditThe program is delivered via a secure web site and audio conferenci
 ng 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. Regist
 rants will receive instructions with a  unique url log-in link\, toll-free
  phone number\, and access code (different for each webinar).  Participant
 s are muted throughout the webinar but can submit questions to the present
 er through an on-line chat feature.  To ensure that you will receive the i
 nstructions from IGFOA\, list "IGFOA Professional Education Committee [mee
 tings@meetings.readytalk.com]" as an approved or trusted sender in your em
 ail addresses and test the connection in advance of the  webinar.Whether y
 ou are watching on your own or in a group setting\, each individual must b
 e registered - including those who may not intend to claim continuing prof
 essional education (CPE) credit.  CPE credit will only be given to the ind
 ividual that is registered for the webinar.  To receive CPE credit\, the r
 egistered 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 part
 icipants fulfilling these criteria will be issued Certificates of Attendan
 ce.  \nIGFOA reserves the right to modify the agendas\, monthly topics\, a
 nd/or speakers\, cancel the trainings due to low enrollment\, or to close 
 registration if full.  Please allow up to 90 minutes for the webinar prese
 ntations and questions/answers.\n\n2016 IGFOA First Thursday Webinar Descr
 iptions\, Learning Objectives\, and Speakers \n \nRecording & Reporting Re
 venues from Non-Exchange TransactionsDate: February 4\, 2016Time: 10:00 - 
 11:15 AMPlease allow 90 minutes for the presentation and question/answers.
 Description: This webinar will give you an overview of Governmental Accoun
 ting Standards Board (GASB) Statements No.’s 33 and 36 and the different c
 ategories of revenues as presented in the GASB Statements.  In addition\, 
 the webinar will provide examples specific to the State of Illinois for th
 e revenue types and the accounting treatment according to Generally Accept
 ed Accounting Principles (GAAP). \nLearning Objectives – participants comp
 leting this webinar should be able to:1). Define the different revenue cat
 egories included in GASB Statements No.’s 33 and 36 2).  Recognize the dif
 ferent revenue recognition at a fund versus entity-wide level 3).  Examine
  revenue sources and be able to correctly identify the revenue treatment f
 or financial reporting purposes. \nSpeaker: Christine Torres\, CPA\, Crowe
  Horwath LLPModerator: Linda Abernethy\, RSM US LLPDelivery method: Group 
 Internet BasedProgram Level: OverviewPrerequisites: No prerequisites requi
 red Advanced Preparation: No advanced preparation requiredField of Study: 
 Accounting (Governmental)Earn about 1.5 CPE creditTop of Page  \n\nPutting
  EMMA to Work for YouDate: March 3\, 2016Time: 10:00 - 11:15 AMPlease allo
 w 90 minutes for the presentation and question/answers.\nDescription:  The
  Municipal Securities Rulemaking Board (MSRB) has launched a national\, mu
 lti-year effort to increase its outreach to state and local governments th
 at issue municipal securities. The effort aims to share with municipal ent
 ities recent updates and new functionality of the MSRB's Electronic Munici
 pal Market Access (EMMA®) website. During this webinar\, the MSRB will sha
 re details regarding how EMMA can best serve you to meet your continuing d
 isclosure requirements.  The presentation will also provide an update on w
 hat to expect from your municipal advisor as a result of new MSRB rules fo
 r municipal advisors.\nLearning Objectives – participants completing this 
 webinar should be able to:\n\nDescribe the role of the MSRB in the municip
 al securities market\nNavigate the Electronic Municipal Market Access (EMM
 A) website to customize issuer homepages\, set up financial disclosure ema
 il reminders\, and set up organization accounts.\nUnderstand the framework
  for issuer compliance with financial disclosure requirements.\nUnderstand
  the components and status of the development of the municipal advisor reg
 ulatory framework.\n\nSpeaker: Leila Barbour\, Outreach Manager\, Municipa
 l Securities Rulemaking BoardModerator: Kent M. Floros\, Associate\, Chapm
 an and Cutler LLPDelivery method: Group Internet BasedProgram Level: Overv
 iewPrerequisites: No prerequisites required Advanced Preparation: No advan
 ced preparation requiredField of Study: FinanceEarn about 1.5 CPE credit\n
 Top of Page \n\nIT Essentials: What You Need to Know Date: April 7\, 2016T
 ime: 10:00 - 11:15 AMPlease allow 90 minutes for the presentation and ques
 tion/answers.\nDescription:  This session will provide updates for 2016 an
 d look further into the roles and responsibiities of PCI Compliance\, RFP 
 Technical Requirements\, and tips to increase efficiency with technology.\
 nLearning Objectives – Participants completing this webinar should be able
  to:\n1. Understand the roles and responsibilites of Finance and IT for  t
 he Payment Card Industry Data Security Standard (PCI DSS) compliance proce
 ss2. Build a better Technology Request for Proposals by understanding the 
 importance of standards\, establishing best practices\, and learning how t
 o handle Cloud and on-premise solutions3. Increase efficiencies with techn
 ologies by learning about training options for your workforce and tips on 
 web safety and concerns.\nSpeakers: Marc Thorson\, Assistant Director of I
 nformation Technology\, Village of SchaumburgBrian Johanpeter\,  Informati
 on Technology Director\, City of Mattoon\, IllinoisGlen Liljeberg\, Direct
 or of Information Technology\, Village of Westmont\nDelivery method: Group
  Internet BasedProgram Level: OverviewPrerequisites: No prerequisites requ
 ired Advanced Preparation: No advanced preparation requiredField of Study:
  Management and OrganizationEarn about 1.5 CPE credit\n Top of Page \n\nHo
 t Topics in Debt - Cease and Desist!  The Securities and Exchange Commissi
 on turns to Illinois (and other) Issuers for settlements in 2016Date: May 
 5\, 2016Time: 10:00 - 11:15 AMPlease allow 90 minutes for the presentation
  and question/answers.\nDescription: The Securities and Exchange Commissio
 n has recently begun contacting units of local government to discuss settl
 ement in connection with its Municipalities Continuing Disclosure Cooperat
 ion  (MCDC) initiative.  The SEC will be offering settlement terms for pot
 ential misrepresentations in municipal bond offering documents regarding p
 rior continuing disclosure obligations.  According to the GFOA\, the SEC i
 s contacting not only issuers who voluntarily self-reported under the init
 iative\, but issuers who may not have self-reported but were reported by u
 nderwriters.  This session will discuss the MCDC initiative\, what to expe
 ct if you are contacted by the SEC about a prior bond deal\, and how to av
 oid problems with your bond deals in the future.  \nLearning Objectives – 
 participants completing this webinar should be able to:1. Understand the S
 EC’s Municipalities Continuing Disclosure Cooperation initiative2. Learn h
 ow to respond if you or a member of your staff are contacted by the Securi
 ties and Exchange Commission3. Identify steps to implement  to ensure comp
 liancy\nSpeakers:Larry White\, Chapman and CutlerDan Forbes\, Speer Financ
 ial Todd Krzyskowski\, Mesirow Financial Delivery method: Group Internet B
 asedProgram Level: OverviewPrerequisites: No prerequisites required Advanc
 ed Preparation: No advanced preparation requiredField of Study: FinanceEar
 n about 1.5 CPE credit\n Top of Page\n\nLocal Government Finance Reporting
  Requirements - What You Need to Do and When\nDate: June 2\, 2016Time: 10:
 00 - 11:15 AMPlease allow 90 minutes for the presentation and question/ans
 wers.\nDescription: This webinar will present an all-encompassing look at 
 the various deadlines and due dates faced by finance directors on a regula
 r basis. A timeline will be created that includes State and Federal tax fi
 lings\, TIF reporting\, Treasurers Report\, Comptroller's Report\, Departm
 ent of Insurance reporting\, debt disclosure requirements\, GFOA award pro
 gram due dates\, ACA\, single audit\, unemployment reports\, IMRF reportin
 g and more. Each reporting requirement will be discussed\, the applicable 
 due dates identified\, and the ramifications for missing deadlines explain
 ed.\nLearning Objectives – participants completing this webinar should be 
 able to:1. Gain a basic understanding of the various deadlines and due dat
 es applicable to Illinois municipalities.2. Become aware of actions that w
 ill trigger the need for new filing and reporting requirements with variou
 s State and Federal agencies.3. Learn of potential ramifications for faili
 ng to meet required deadlines. \nSpeaker: Michael E. Malatt\, CPA\, Senior
  Manager\, Baker Tilly Virchow Krause\, LLPModerator: RuthAnne Hall\, Lake
  County\nDelivery method: Group Internet BasedProgram Level: OverviewPrere
 quisites: No prerequisites required Advanced Preparation: No advanced prep
 aration requiredField of Study: Accounting (Governmental)Earn about 1.5 CP
 E credit\n Top of Page \n\nHot Topics in Cash Management - Payments Indust
 ry Updates - The future of payments is rapidly changing – how to keep up\n
 Date: August 4\, 2016Time: 10:00 - 11:15 AMPlease allow 90 minutes for the
  presentation and question/answers.\nDescription: The payments landscape i
 s rapidly changing. You can identify gaps in processes and systems to safe
 guard what you’re doing today – but what about the future? You’ll be provi
 ded an overview from an acquirer’s point of view that includes:- What’s ra
 dically changed in the last 5 years?- What’s new on the horizon?- What you
  should know about security\, fraud and compliance to safeguard your organ
 ization and those you serve.- Partnering versus service provider relations
 hips\nLearning Objectives – participants completing this webinar should be
  able to:1.       Understand new and upcoming payment methods you may/may 
 not be using today2.       Review the need for change3.       Learn where 
 gaps may be related to security\, fraud and compliance when a lack of adop
 tion occurs4.       Recognize new payment methods impact on you and your r
 esidents additions and the requirements for implementing them\nSpeaker: Je
 anie Griffin\, Business Development Director- JPMorgan Commerce Solutions 
 DivisionModerator: Laura Mishlove\, JP Morgan ChaseDelivery method: Group 
 Internet BasedProgram Level: OverviewPrerequisites: No prerequisites requi
 red Advanced Preparation: No advanced preparation requiredField of Study: 
 FinanceEarn about 1.5 CPE credit\n Top of Page \n\nHot Topics in Budgeting
  - State of Uncertainty Budgeting Strategies in the Current Economic and L
 egislative EnvironmentDate: September 1\, 2016Time: 10:00 - 11:15 AMPlease
  allow 90 minutes for the presentation and question/answers.\nDescription:
  This webinar will provide information and strategies for finance director
 s to use in developing their annual operating and capital budgets. The mat
 erial to be discussed is especially timely in light of the fiscal uncertai
 nty and legislative activity playing out in Springfield. The webinar will 
 present material from both a Park District and County perspective (non-hom
 e rule) and Municipal perspective (home rule).\nIntended Audience: Finance
  Directors\, Budget Officers and others responsible for preparing the annu
 al municipal budget\nLearning Objectives – participants completing this we
 binar should be able to:1. Develop strategies used by peers for developing
  annual budgets through uncertain legislative activity in Springfield.2. L
 earn approaches for communicating critical budget information to key stake
 holders and decision makers. 3. Identify budget conditions unique to your 
 organization impacting budget preparation. \nAgenda1. Introductions and ho
 usekeeping items2. Budget process elements3. Establishing a baseline budge
 t(as a stepping-off point for discussions at staff level)1     a. Why prep
 aring a budget will be different this time around.4. Rolling out the propo
 sed budget in preparation for board and public discussion     a. Utilizing
  peer resources and networking relationships in developing your organizati
 on’s own budgeting approach     b. Communication strategy to key stakehold
 ers and decision makers\, whether good news or bad     c. Determining serv
 ice levels\, whether to maintain or reduce     d. Restoring service levels
 \, determining when and how5. Revenue considerations\, use of reserves6. C
 ontingency planning in the face of revenue reductions7. Q&ASpeakers: Gary 
 Gordon\, CFO\, Lake County Government Bob Farmer\, CFO\, Winnetka Park Dis
 trict David Erb\, Finance Director\, Village of Mount ProspectDelivery met
 hod: Group Internet BasedProgram Level: OverviewPrerequisites: No prerequi
 sites required Advanced Preparation: No advanced preparation requiredField
  of Study: FinanceEarn about 1.5 CPE credit\n Top of Page\n\nThe New Accou
 nting and Reporting Requirements for Retiree Health Care\, Are You Ready? 
 Date: October 6\, 2016Time: 10:00 - 11:15 AMPlease allow 90 minutes for th
 e presentation and question/answers.\nDescription: In June 2015\, the Gove
 rnmental Accounting Standards Board issued two new pronouncements impactin
 g 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 beha
 lf 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 O
 ther 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 Benefi
 ts Other Than Pensions.\nLearning Objectives – participants completing thi
 s webinar should be able to:1.) Understand how to plan for the implementat
 ion of the new guidance on retiree health care and how it will impact your
  government. \nSpeakers: Brian Caputo\, Ph.D\, CPA\, CPFO\, Chief Financia
 l Officer/City Treasurer\, City of AuroraFrederick G. Lantz\, CPA Partner-
 in-Charge of Government Services\, Sikich LLPDelivery method: Group Intern
 et BasedProgram Level: OverviewPrerequisites: No prerequisites required Ad
 vanced Preparation: No advanced preparation requiredField of Study: Accoun
 ting (Governmental)Earn about 1.5 CPE creditTop of Page \n\nHot Topics in 
 Purchasing - Three Key Purchasing Trends that Every Finance Officer Should
  Know\nDate: November 3\, 2016Time: 10:00 - 11:15 AMPlease allow 90 minute
 s for the presentation and question/answers.\nDescription: As the economy 
 is improving more and more governmental units are looking to procure addit
 ional goods and services\, there are three key purchasing trends that ever
 y finance officer should be aware of: Protests and Disputes\, Use of Procu
 rement Cards and Cooperative Purchasing.  This session will provide practi
 cal advice on how to be prepared for protests and disputes in an ever grow
 ing competitive bidding market.  In addition\, we will highlight two procu
 rement tools\, procurement cards and cooperative purchasing\, that not onl
 y can save you time and money but can be an added source of revenue.\nLear
 ning Objectives – participants completing this webinar should be able to:\
 n\nUnderstand the various types of protests and disputes facing local gove
 rnmental units and how to be prepared for them.\nRecognize the pros and co
 ns of developing procurement card policies that enable departments to stre
 amline their procurement cards and the financial benefits that may result 
 from their use.\nIdentify cooperative purchasing tools that provide opport
 unities for revenue and verification of budget estimates.\n\nSpeaker: Ruth
 Anne K. Hall\, CPPO\, Purchasing Manager\, Lake County Marcia E. Amos\, CP
 PB\, C.P.M\, Retired from the Village of Lisle as the Procurement Services
  ManagerDelivery method: Group Internet BasedProgram Level: OverviewPrereq
 uisites: No prerequisites required Advanced Preparation: No advanced prepa
 ration requiredField of Study: FinanceEarn about 1.5 CPE credit\nTop of Pa
 ge\n\nLocal Government Expense Control Act - What It Means For YouDate: De
 cember 1\, 2016Time: 10:00 - 11:15 AMPlease allow 90 minutes for the prese
 ntation and question/answers.\nDescription: This webinar will provide an i
 n-depth legal analysis of the recently enacted Illinois Local Government T
 ravel Expense Control Act. The new law goes into effect on January 1\, 201
 7\, and a timeline will be presented showing the various deadlines that lo
 cal governments and their Finance Directors need to meet in order to compl
 y with the Act. Under the new law\, local governments are required to adop
 t a formal written policy regulating the expenditure of public funds for t
 ravel-related purposes\, such as airfare\, meals and lodging. The Act also
  requires specific procedures for approving travel expenses\, including th
 at each unit of government must adopt a standardized reporting form for su
 ch 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.\nLearning Objectives – pa
 rticipants completing this webinar should be able to:\n• Gain a basic unde
 rstanding of the kinds of travel-related expenses that may be funded by ta
 x dollars\, and how to avoid prohibited expenditures.• Become aware of the
  circumstances that require specific action by the governing board of a un
 it of local government to properly authorize certain travel-related expend
 itures and reimbursements.•  Learn the various topics that must be address
 ed in the written travel-expense policy that each unit of government must 
 adopt\, and the information that must be included in a standardized expens
 e reporting form.• Learn the deadlines for complying with the new law and 
 adopting a formal policy and standardized form. \nSpeaker: Adam Lasker\, A
 ttorney 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\nDelivery method: Group Internet BasedP
 rogram Level: OverviewPrerequisites: No prerequisites required Advanced Pr
 eparation: No advanced preparation requiredField of Study: FinanceEarn abo
 ut 1.5 CPE creditTop of Page  \n
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SUMMARY:Budgeting Strategies in the Current Economic and Legislative Enviro
 nment
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