Program Hotel Information Conference Rates Register
  • FRIDAY, FEB. 23


Antelope Hills Golf Course

Golf registration will be separate at this conference. If you are interested in golfing, please email Brian Wright at

Registration Opens & Platinum Sponsor Exhibit Set-Up

8:00 a.m. Clarkdale/Cottonwood Conference Foyer

Education Committee Meeting

11:00 a.m. – 12:30 p.m. Bradshaw Room

Financial Implications of Emergency Management

1:00 – 1:50 p.m. Clarkdale/Cottonwood Ballroom


Speaker: Wendy Smith-Reeve, Director of the Division of Emergency Management, Deputy Director, Arizona Department of Emergency and Military Affairs (DEMA)

Fiscal effects of unexpected events can have a significant impact on any jurisdiction. The ability to obtain reimbursement for expenditures in a timely manner begins with good communication between the emergency manager and finance officer. This session will focus on the importance of having pre-established processes and trained personnel to support financial administration of any emergency event.

Refreshment Break and Network with Sponsors

1:50 p.m. Clarkdale/Cottonwood Conference Foyer

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

The Hardest Part is Dealing with Certain People: Exploring The Universal Truths of Why They Don't Understand You

2:00 – 4:00 p.m. Clarkdale/Cottonwood Ballroom

2 CPEs

Speaker: Eric Bailey, President, Bailey Strategic Innovation Group

In every industry the hardest part of work is dealing with the difficult people. You know who I'm talking about. Whether it's difficult employees, difficult customers, or difficult co-workers, we feel like they don't understand us, and we can't understand them. In this session, we will explore underlying principles that will help us be more effective in our communication so we can be more effective.

Membership Committee Meeting

4:00 – 4:50 p.m. Bradshaw Room

New Member Meet & Greet

5:00 – 5:30 p.m. Sedona Ballroom

Join new and current GFOAz members in a 30-minute meet and greet with the GFOAz Membership Committee. We'd love to see you there!

Welcome and Sponsor Reception

5:30 – 7:00 p.m. Sedona Ballroom & Conference Foyer

GFOAz welcomes members to join us for an opening reception to thank our sponsors. The ongoing success of GFOAz is dependent on several factors, but possibly none as important as the continued financial support of our corporate partners.

Continental Breakfast

7:45 – 8:30 a.m. Clarkdale/Cottonwood Conference Foyer

Okay, They Understand Me. Now What? A Useful Conversation About Taking Mental Shortcuts

8:30 – 9:20 a.m. Clarkdale/Cottonwood Ballroom


Speaker: Eric Bailey, President, Bailey Strategic Innovation Group

We all take mental shortcuts. Unfortunately sometimes these shortcuts can lead to errors in judgement and decision-making. This session will explore these systematic errors in a unique and entertaining way.

Annual Expenditure Limitation: Dealing With the Bottom Line

9:30 – 11:20 a.m. Clarkdale/Cottonwood

2 CPEs

Speakers: Julie Buelt, Senior Financial Analyst, Chandler
Jerry Hart, Deputy Internal Services Director - Finance, Tempe
Megan Smith, CPA, Accounting Services Manager, Auditor General's Office
Elizabeth Whitaker, Senior Accountant, Auditor General's Office

Your annual expenditure limitation establishes a baseline for maximum expenditures for your municipality. Here are 3 different ways to significantly impact that number.

Lunch, Annual Business Meeting and Sponsor Recognition

11:30 a.m. – 12:50 p.m. Sedona/Verde Ballroom

Speakers: Lindsey Duncan, GFOAz 2017 President; Finance Director, Surprise
Bonny Lynn, GFOAz 2018 President; CFO/Finance Director, Coconino County

All attendees are welcome to attend the annual business meeting in Sedona/Verde Ballroom. President Lindsey Duncan will recognize GFOAz's current sponsors and recognize new GFOAz board members.

Utilizing Sector Diversification in the Fixed Income Market to Manage Risk and Generate Returns

1:00 – 2:30 p.m. Clarkdale/Cottonwood Ballroom

1.5 CPEs

Speakers: Paulina Woo, Director, PFM
Luke Schneider, CFA, Director, PFM

In this session, we will examine the historical performance of difference fixed income-sectors permitted by Arizona Revised Statutes. We will look at different market factors that influence sector performance and how a diversified portfolio balances safety and return.

Building & Retaining Strong Banking Relationships

2:40 – 3:30 p.m. Clarkdale/Cottonwood Ballroom


Speakers: Sonia Andrews, Acting Finance Director, Peoria
Meredith Dunlap, Vice President, Regional Sales Manager, National Bank of Arizona
Stephany Jordan, Vice President, Government Finance Division, Wells Fargo
Mark Mitrovich, Director/SVP, BMO Harris Bank, N.A.
Jeanette Parrales, Finance Assistant Director, Nogales
Katie Pehl, Budget & Privilege Tax Manager, Prescott Valley
Dale Politi, Assistant Treasurer, Salt River Project Agricultural Improvement & Power District
Jeff Sundheimer, Executive Director, JPMorgan Chase Bank, N.A.
Don Tomlinson, Vice President Commercial Banking, BBVA Compass
Dan Warren, Vice President-Relationship Manager, Wells Fargo Bank, N.A.

Refreshment Break & Network with Sponsors

3:30 p.m. Clarkdale/Cottonwood Conference Foyer

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

Economic Update

3:45 – 5:15 p.m. Clarkdale/Cottonwood Ballroom

1.5 CPEs

Speaker: Jim Rounds, President, Rounds Consulting Group

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

GFOAz Board Meeting

5:20 – 6:00 p.m. Chino Room


6:00 – 7:00 p.m. Sedona Conference Foyer


8:00 – 8:50 a.m. Granite Mountain Room

Grants Management 101

9:00 – 9:50 a.m. Clarkdale/Cottonwood Ballroom


Speakers: Tammy Shreeve, Strategic Management Officer, Peoria
Dawn Jenkins, Senior Accountant, City of Peoria

Congratulations! You've been awarded a grant! Learn to how successfully manage your grant and be prepared for program and financial audits.

GASB Update – What's New This Year

10:00 – 10:50 a.m. Clarkdale/Cottonwood Ballroom


Speaker: Brian Hemmerle, CPA, CFE, Senior Manager, Henry & Horne

First there were pensions to report, now there are other post-employment benefits (OPEB) to deal with. Find out how Statement 75 affects your government's CAFR for the year ending June 30, 2018. Think you have fiduciary activities? Think again. Statement 84 updates our understanding of fiduciary activities. We have been waiting for lease accounting changes for years; what are the changes Statement 87 is requiring of your leases? If time permits we will also briefly touch on GASB standards coming in the years ahead.

Legislative Update

11:00 – 11:50 a.m. Clarkdale/Cottonwood Ballroom


Speakers: Tom Belshe, Deputy Director, League of Arizona Cities and Towns
Craig Sullivan, Executive Director, County Supervisors Association of Arizona

This session will update members on a variety of timely legislative issues. League & CSA legislative staff will provide an overview of the 2018 legislative session, and explain the challenges and opportunities we currently face. Attendees will also hear about the current status of legal issues that are affecting cities, towns and counties.

Conference Concludes & Platinum Sponsor Exhibit Tear Down

12:00 p.m.