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DESCRIPTION:2017 SESSIONS\n02/2/17 - Take Stock of Hidden Resource Wasters:
  Identify Process Inefficiencies to Reclaim Lost Staff Time03/2/17 - Demys
 tifying the Cooperative Purchasing World:  How Does it Work?04/6/17 - Ente
 rprise Resource Planning - IT Directors Talk About the Biggest IT Project 
 You'll Ever Undertake05/4/17 -Budgeting Practices – A Primer on Government
 al Budgeting06/1/17 - Implementing and Reporting GASB Statement No. 84\, F
 iduciary Activities08/3/17 - How Do You Make Your Investment Policy Work F
 or You? 10/12/17 -  To Borrow or Not to Borrow? Making Sense of Issuing Bo
 nds in Today's Uncertain Illinois Bond Market 11/2/17 - Fraud Response Pla
 n 12/7/17 - Grant Management – Best Practices and What You Need to Know to
  Ensure a Smooth Uniform Guidance Audit\n\nThe program is delivered via a 
 secure web site and audio conferencing service to your desktop. In order t
 o participate you will need a phone for audio and computer with a Web brow
 ser to view the presentation. Registrants will receive instructions with a
   unique url log-in link\, toll-free phone number\, and access code (diffe
 rent for each webinar).  Participants are muted throughout the webinar but
  can submit questions to the presenter through an on-line chat feature.  T
 o ensure that you will receive the instructions from IGFOA\, list "First T
 hursday Webinar Login Link - IGFOA PEC <meetings@meetings.readytalk.com>" 
 as an approved or trusted sender in your email addresses and test the conn
 ection 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 atte
 nd 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 crite
 ria will be issued Certificates of Attendance. \nIGFOA reserves the right 
 to modify the agendas\, monthly topics\, and/or speakers\, cancel the trai
 nings due to low enrollment\, or to close registration if full.  Please al
 low up to 90 minutes for the webinar presentations and questions/answers.\
 n\n2017 IGFOA Government finance WEBINAR series DESCRIPTIONS\, LEARNING OB
 JECTIVES\, AND SPEAKERS\n \nTAKE STOCK OF HIDDEN RESOURCE WASTERS:  IDENTI
 FY PROCESS INEFFICIENCIES TO RECLAIM LOST STAFF TIMEDate: February 2\, 201
 7Time: 10:00 - 11:15 AMPlease allow 90 minutes for the presentation and qu
 estion/answers.Description: Feeling the squeeze to do more with less staff
 \, resources\, and budget dollars?  Explore ways to identify the tools tha
 t exist in your organization to control and prevent organizational ineffic
 iencies and reclaim lost hours.  In this session you will learn how to tak
 e stock and fix areas where your team’s time is lost to process inefficien
 cies\, redundant and duplicate work effort or manual activities.   During 
 the session\, real case studies will be presented where different cities h
 ave made simple changes and recovered weeks of additional staff time.\nLea
 rning Objectives:  Participants completing this session will be able to:\n
 \nLearn how to find time wasters and explore ways to reclaim staff hours l
 ost to inefficient processes\nUnderstand the process by which you can tack
  action to resolve inefficiencies\nLearn how to take stock of inefficienci
 es\nExplore step-by-step actions you can take now to reduce inefficiencies
 \, manual or redundant processes\nIdentify when “things” aren’t working an
 d determine:  do we need new systems or new process?\nSpeakers: Mary Smith
 \, Managing Partner of Baecore Group\, Inc. Tracy Neiheisel\, Project Mana
 ger of Baecore Group\, Inc. \nDelivery method: Group Internet BasedProgram
  Level: OverviewPrerequisites: No prerequisites required Advanced Preparat
 ion: No advanced preparation requiredField of Study: Management Services -
  TechnicalEarn about 1.5 CPE credit\nTop of Page\nDEMYSTIFYING THE COOPERA
 TIVE PURCHASING WORLD: HOW DOES IT WORK?Date: March 2\, 2017Time: 10:00 - 
 11:15 AMPlease allow 90 minutes for the presentation and question/answers.
 Description: Cooperative purchasing is used at the local\, regional and na
 tional levels to allow like agencies to solicit contracts for commodities 
 or services and aggregate purchasing volume\, expertise and resources to g
 ain better pricing\, service\, delivery and industry best practices.  This
  webinar will provide an overview of what contracts are available for loca
 l governments to piggyback on.  You will also hear from an expert on the a
 dvantages of participating\, common concerns\, and how to make the case fo
 r organizational support for cooperative purchasing.Learning Objectives:  
 Participants completing this session will be able to:• Gain a basic unders
 tanding of the pros and cons of cooperative purchasing.• Learn how to make
  the case for organizational support for cooperative purchasing through sp
 end analysis and developing a strategic procurement strategy.• Become awar
 e of the wide range of cooperative purchasing opportunities that are avail
 able to local governmental units and how to ascertain if they fit your ent
 ities needs.Speaker: Jennifer Sulentic\, Director\, ProcureSource\nIntende
 d Audience: Finance ProfessionalsDelivery method: Group Internet BasedProg
 ram Level: OverviewPrerequisites: No prerequisites required Advanced Prepa
 ration: No advanced preparation requiredField of Study: Finance - Technica
 lEarn about 1.5 CPE creditTop of Page  \n\n04/6/17 - Enterprise Resource P
 lanning - IT Directors Talk About the Biggest IT Project You'll Ever Under
 takeDescription: Learn from IT Professionals in various stages of ERP impl
 ementations on what works\, what does not\, and how to make the project as
  successful as possible.  Three stages of ERP use will be discussed: runni
 ng a procurement\, implementing a system\, and administering an on-going s
 ystem.  In many cases\, Finance is the main link in an ERP\, so Finance an
 d IT have a vested interest in a successful project.\nLearning Objectives:
   Participants completing this session will be able to:• What are core fun
 ctions in an ERP\, and what else should you expect to include?• How to con
 duct the process to select an ERP• Things to consider during an ERP implem
 entation• How to manage upgrades\, project lifecycle\, on-going support an
 d IT's role \nSpeakers:Marc Thorson\, Information Technology Director\, Ci
 ty of DeKalb\, ILPeter Schaak\, Director of Information Technology for the
  Village of Schaumburg\, ILSanford Hess\, IT Director\, City of Urbana\, I
 L\nIntended Audience: Finance ProfessionalsDelivery method: Internet Based
 Program Level: OverviewPrerequisites: No prerequisites required Advanced P
 reparation: No advanced preparation requiredField of Study: Business Manag
 ement and OrganizationEarn about 1.5 CPE credit\nTop of Page  \n\n05/4/17 
 -Budgeting Practices – A Primer on Governmental BudgetingThis webinar will
  provide basic principles and strategies for use in developing annual oper
 ating and capital budgets.  It will provide an introduction to governmenta
 l budgeting\, utilizing best practices that provide a strong foundation fo
 r governmental finance professionals.\nLearning Objectives:  Participants 
 completing this session will be able to:• Familiarize themselves with tech
 niques useful in assembling annual operating and capital budgets.• Identif
 y 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.\nSpeakers: Scott Anderson\, Finan
 ce Director\, Village of Buffalo GroveDavid Erb\, Finance Director\, Villa
 ge of Mount ProspectJulie Zolghadr\, Office of Budget and Management\, Cit
 y of Springfield\nIntended Audience: New finance professionals or those ne
 w to budgeting for local governments. Also can serve as a refresher for th
 e experienced finance professionalDelivery method: Group Internet BasedPro
 gram Level: OverviewPrerequisites: No prerequisites required Advanced Prep
 aration: No advanced preparation requiredField of Study: Finance - Technic
 alEarn about 1.5 CPE creditTop of Page  \n\n \n06/1/17 - Implementing and 
 Reporting GASB Statement No. 84\, Fiduciary Activities \nThe Governmental 
 Accounting Standards Board recently released a pronouncement on Fiduciary 
 Activities that changes the definitions of fiduciary funds\, which fiducia
 ry activities to include in the primary government’s financial statements 
 and what is reported for certain fiduciary funds.\nLearning Objectives:  P
 articipants completing this session will be able to:• Obtain a detailed un
 derstanding of the definition of fiduciary funds\,• Understand the types o
 f fiduciary activities to be reported in the future\,• Identifying what cu
 stodial 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 f
 or School Districts and Community Colleges. \nSpeakers: Lisa R. Parker\, C
 PA\, CGMA\, Senior Project Manager\, Governmental Accounting Standards Boa
 rdFrederick G. Lantz\, CPA\, Partner-in-Charge\, Government Services\, Sik
 ich LLP\nIntended Audience: Finance ProfessionalsDelivery method: Group In
 ternet BasedProgram Level: OverviewPrerequisites: No prerequisites require
 d Advanced Preparation: No advanced preparation requiredField of Study: Ac
 counting (Governmental)Earn about 1.5 CPE creditTop of Page   \n\n08/3/17 
 - How Do You Make Your Investment Policy Work For You? \nLearn how Will Co
 unty\, Illinois revamped their Investment Policy and improved their return
 s.  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 advantag
 e 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 Policy2. Learn about various Investment options
  which fall under the 30 ILCS 235 Public Funds Investment Act3. Learn abou
 t the current yield curve and how best to take advantage of it\nSpeakers: 
 Brian McDaniel\, Chief Investment Officer for Will County\, ILDaniele Dris
 coll\, Vice President\, JPMorgan Securities\nIntended Audience: Finance Pr
 ofessionalsDelivery method: Group Internet BasedProgram Level: OverviewPre
 requisites: No prerequisites required Advanced Preparation: No advanced pr
 eparation requiredField of Study: Management Services - TechnicalEarn abou
 t 1.5 CPE creditTop of Page  \n\nTo Borrow or Not to Borrow? Making Sense 
 of Issuing Bonds in Today's Uncertain Illinois Bond Market NEW DATE: Octob
 er 12\, 2017Time: 10:00 - 11:15 AMPlease allow 90 minutes for the presenta
 tion and question/answers.\nBond industry panelists will discuss recent de
 velopments in the municipal bond market\, including interest rate trends a
 nd how Illinois local government borrowers continue to be impacted by the 
 uncertain climate in Springfield. Other topics include exploring opportuni
 ties for refinancing bonds for significant savings\, and recent federal se
 curities law enforcement actions and what those actions mean for finance d
 irectors and managers.\nLearning Objectives:1. To bring your knowledge up 
 to date on the interest rate environment for municipal bonds\, including h
 ow events in Springfield impact borrowing rates for Illinois local governm
 ents. 2. To gain insight as to whether your local government has outstandi
 ng bonds that are good candidates for refinancing for savings.3. To learn 
 about recent securities law enforcement actions and how those actions migh
 t impact your responsibilities on a bond transaction.\nSpeakers:Lawrence E
 . White\, Partner\, Chapman and Cutler LLPKent Floros\, Associate\, Chapma
 n and Cutler LLPTodd Krzyskowski\, Managing Director\, Mesirow Financial R
 aphaliata McKenzie\, Senior Vice President\, Speer Financial Inc.\nIntende
 d Audience: Finance ProfessionalsDelivery method: Group Internet BasedProg
 ram Level: OverviewPrerequisites: No prerequisites required Advanced Prepa
 ration: No advanced preparation requiredField of Study: Finance - Technica
 lEarn about 1.5 CPE credit\nTop of Page  \n\nFraud Response PlanDate: Nove
 mber 2\, 2017Time: 10:00 - 11:15 AMPlease allow 90 minutes for the present
 ation and question/answers.\nThis session will include a framework for a F
 raud Response Plan and the benefits to both the entity and the finance pro
 fessional.  The framework will be applied to real scenarios to see how a F
 raud Response Plan would have helped. \nLearning 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 b
 oth inside and outside the entity.\nSpeaker: Jeremy Plank\, RSM US LLP\nIn
 tended Audience: Finance ProfessionalsDelivery method: Group Internet Base
 dProgram Level: OverviewPrerequisites: No prerequisites required Advanced 
 Preparation: No advanced preparation requiredField of Study: Accounting (G
 overnmental) - TechnicalEarn about 1.5 CPE creditRegistration Page\nTop of
  Page  \n\nGrant Management – Best Practices and What You Need to Know to 
 Ensure a Smooth Uniform Guidance Audit Date: December 7\, 2017Time: 10:00 
 - 11:15 AMPlease allow 90 minutes for the presentation and question/answer
 s.\nThis session will include a discussion on Uniform Guidance requirement
 s and how they tie into day to day grant management. The session will also
  cover single audit terminology\, auditor and auditee responsibilities\, i
 nternal control over compliance and helpful tips in grant management to av
 oid surprises.Speaker: John Cutrera\, BKD LLP                    Christine
  Witnik\, BKD LLP\nLearning Objectives: Participants completing this sessi
 on will be able to:1. Better understand Uniform Guidance audit requirement
 s2. Understand their responsibilities as recipients of federal grant fundi
 ng3. Identify\, avoid and mitigate potential pitfalls in grant management4
 . Understand the internal control requirements associated with federal gra
 nt funding\nIntended Audience: Finance ProfessionalsDelivery method: Group
  Internet BasedProgram Level: OverviewPrerequisites: No prerequisites requ
 ired Advanced Preparation: No advanced preparation requiredField of Study:
  Audit (Governmental) - TechnicalEarn about 1.5 CPE creditRegistration Pag
 e\nTop of Page\n\n  \n\n
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SUMMARY:ERP - IT Directors Talk About the Biggest IT Project You'll Ever Un
 dertake
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