Program Hotel Information Conference Rates Register


7:30 a.m. Westin La Paloma Golf Course

Golf registration will be separate at this training. If you are interested in golfing, please contact Brian Wright at or 520-251-0028.


8:00 a.m. - 6:00 p.m. Grand Foyer


8:00 a.m. - 12:00 p.m. Lantana

GFOAz will host the GFOA CPFO exam at the training. If you would like to participate in the exam, please complete the GFOA application at

Education Committee Meeting

11:45 a.m. - 12:45 p.m. Aster

If you are interested in participating in the GFOAz Education Committee meeting to plan the upcoming trainings and conferences, please e-mail

Succession Planning: Building the Next Government Workforce

1:00 - 2:30 p.m. Grand Ballroom

1.5 CPEs

Speaker: Patrick Ibarra, Co-Founder & Partner, Mejorando Group

Every day 10,000 people turn 65 years of age. For the first time, millennials now outnumber baby boomers in the workplace, 76 million to 75 million, and they will make up 75 percent of the workforce by 2025. Many organizations are trying to improve their leadership pipelines, but for a number of reasons are coming up short. In this session, Patrick Ibarra, one of the country's leading experts on succession planning for governments, will share his ideas and insights on effective ways to attract, develop and retain employees from all generations in your workforce.

Refreshment Break and Network with Sponsors

2:30 - 2:50 p.m. Arizona Foyer

Please take this time to network with the platinum sponsors at their booths in the conference prefunction.

The Importance of Public Service

3:00 - 4:30 p.m. Grand Ballroom

1.5 CPEs

Speaker: Jim Rumpeltes, Economic Development Director, Litchfield Park

It's not about the power or the perks, it's about making a difference: The importance of public service. This presentation explores the changing environment, challenges and rewards of public service, especially for the finance professional.

New Member Meet and Greet

5:00 - 5:15 p.m. Arizona Foyer and Deck


5:00 - 6:30 p.m. Arizona Foyer and Deck

Continental Breakfast

7:30 - 8:50 a.m. Grand Ballroom

Triumphs and Pitfalls of an ERP Implementation

8:00 - 8:50 a.m. Grand Ballroom


Speakers: Candace Cannistraro, Management & Budget Director, Mesa
Lindsey Duncan, Finance Director, Surprise
Seth Hedstrom, Consulting Manager, BerryDunn
Holly Osborn, Senior Finance Management Analyst, Surprise

Every organization at some point updates, upgrades or replaces their financial software. So when you find your organization has identified a need to replace your current software, know you are not alone. Learn from other organization's pitfalls and successes of a software implementation.

The Future of Local Government - Equipping Ourselves for Change

9:00 - 9:50 a.m. Grand Ballroom


Speaker: Jim Thompson, City Manager, Casa Grande

This session will focus on the future of local government; the perceived expectations of citizens, employees, and stakeholders; and how this impacts our government finance officers. The session will also share some tools for successful council/manager form of government and the importance of public service in today's changing environment.

New Money Market Reform - Effect on Municipalities and their Investment Options

10:00 - 10:50 a.m. Grand Ballroom


Speaker: Dayna Haferkamp, Senior Vice President, Wealth Management and Trust Division, Federated Investors

Beginning 10/14/16 Institutional Prime and Institutional Municipal Money Market Funds will have a Floating Net Asset Value per share to the nearest 1/100th of a cent (e.g. $1.0000). This means that the share value can fall below one dollar. There are possible fees and gates (temporary restrictions as to when an entity can redeem their funds) related to this reform. The ramifications can vary widely dependent upon a Municipality's investment portfolio. This session will focus on educating attendees on the investments that the bank currently holds as well as how to help them make informed decisions on future investments.

The FOMC: Who They Are and Why They Matter

11:00 - 11:50 a.m. Grand Ballroom


Speakers: Luke Schneider, Director, PFM Asset Management
Paulina Woo, Director, PFM Asset Management

Following the financial and liquidity crisis of 2007-08, the Federal Reserve, and more specifically the Federal Open Markets Committee, instituted unprecedented policies to help the U.S. economy recover and stay on the right track. As the Fed is in the midst of "normalizing" their policies, fixed income investors can expect to see a new interest rate landscape, one of rising rates. This presentation aims to take a deeper look at the structure and tools of the Federal Reserve and the Federal Open Market Committee. The speaker will explore the Federal mandates, trends in Federal membership, and economic data that gives insight into the Federal interest rate strategy.

Plated Lunch

11:50 a.m. - 12:50 p.m. Canyon Ballroom II

All conference attendees are invited to attend the luncheon.

How the Uniform Guidance will Impact Your Procurement Procedures

1:00 - 1:50 p.m. Grand Ballroom


Speakers: Chyenne Schmidt, Senior Grants Accountant, Coconino County

Do you purchase anything with federal funds? If so, here's what you need to know about the Uniform Guidance's new procurement requirements. If you are a city/town, county, or special district, the rules are about to change.

Economic Update

2:00 - 3:25 p.m. Grand Ballroom

1.5 CPEs

Speaker: Alan Maguire, President & Principal Economist, The Maguire Company

This session will provide an update on the national economy and some perspective into Arizona-related economic topics.

Refreshment Break and Network with Sponsors

3:25 - 3:40 p.m. Arizona Foyer

Please take this time to network with the conference sponsors in the prefunction.

Where Do I Find and How Do I Keep Qualified Financial Staff?

3:40 - 4:30 p.m. Grand Ballroom


Speaker: Pat Walker, Principal Owner, Pat Walker Consulting

In this session, the speaker will address one of the top workforce issues for cities and towns, recruiting and retaining qualified personnel. Between the resurgence of the economy providing the ability to fill positions, massive retirements and competition with the private sector, governments are struggling to hire and retain qualified financial employees. Why this is happening and what can be done through recruiting, interviewing, hiring and retaining financial professionals will be presented.

Board Meeting

4:40 - 5:30 p.m. Lantana


5:30 - 7:00 p.m. Terrace Level Foyer and Deck

Breakfast Buffet

8:00 - 8:50 a.m. Arizona Foyer

Membership Committee Meeting

8:00 - 8:50 a.m. Grand Ballroom

Putting EMMA to Work For You

9:00 - 9:50 a.m. Grand Ballroom


Speaker: Leila Barbour, Market Leadership Manager, Municipal Securities Rulemaking Board (MSRB)

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.

Streamlining Local Government Utility Expenses

10:00 - 10:50 a.m. Grand Ballroom


Speakers: Jerry Hart, Deputy Internal Services Director of Finance, Tempe
Allison Levin, Analysis Team Director, Cost Control Associates, Inc.

The Tempe city manager needed a way to reduce costs while maintaining services. They thought a careful review of utilities charges could help, but they were not willing to spend current operating funds to make it happen. A utilities audit of the city's electricity, telephone and cellular services produced more than $100,000 in refunds and cost savings. In this session, attendees will learn about Tempe's experience with the process, steps you can take to find money within your own government operations, and things to look for when choosing a utilities cost consultant.

Legislative Update

11:00 - 11:50 a.m. Grand Ballroom


Speakers: Tom Belshe, Deputy Director, League of Arizona Cities and Towns
Dan Bogert, Policy Analyst, County Supervisors Association of Arizona

This panel will provide an update for members on a variety of timely legislative issues. Representatives from the League of Arizona Cities & Towns and County Supervisors Association will provide an overview of the 2016 legislative session, and explain the challenges and opportunities we currently face.

Conference Adjourns

12:00 p.m.