Phoenix, AZ
GFOAz
1820 W. Washington St.
Phoenix, AZ 85007
Phone: 602-258-5786
Fax: 602-253-3874
GFOA CPFO Certification  |  Presentations
All presentations below are available by request.
2017 GFOAz Fall Budget Forum - November 2, 2017
Event Agenda   .pdf - 118 kb
Speaker Bios   .pdf - 129 kb
Thursday, November 2, 2017
Session Presenter(s) Document(s)
Everything You Want to Know About PSPRS
Nick Ponder
Pension Policy Analyst
League of Arizona Cities & Towns
Mike Townsend
Deputy County Manager
Coconino County
Scott Barber
HR Director
Town of Florence Local Boards
.pptx .pptx
What are Cities Doing to Address Their PSPRS Costs?
Mark Woodfill
Finance Director
City of Prescott
Kelly Pfost
Management and Budget Director
Town of Gilbert
Scott McCarty
Finance Director
Town of Queen Creek
.pptx .pptx
2017 GFOAz Summer Conference - August 2-4, 2017
Wednesday, August 2, 2017
Session Presenter(s) Document(s)
PSPRS Update
Scott McCarty
Finance Director/CFO
Queen Creek
.pdf
Thursday, August 3, 2017
Session Presenter(s) Document(s)
GPLET 101: What is it and How Does it Work?
Eric Johnson
Deputy Director, Community Development Division
Phoenix
.pdf
What Your County Assessors Want You to Know
Armando Ruiz
Assessor
Coconino County
.pdf
Direct Bank Placement
Larry Given
Director
FirstSouthwest, a division of Hilltop Securities Inc.
Logan McKenzie
Managing Director
CoBiz Public Finance, Inc.
Zach Sakas
Attorney
Gust Rosenfeld P.L.C.
.pdf
CIP Panel of Experts
Candace Cannistraro
Office of Management and Budget Director
Mesa
Donna Meinerts
Finance Director
Apache Junction
Kelly Pfost
Office of Management and Budget Director
Gilbert
.pdf
The Best Things in Life are Free, but There is no Such Thing as Free Federal Money
Michael L. Lauzon
CPA, Partner
Heinfeld, Meech & Co
Jill A. Shaw
CPA, Partner
Heinfeld, Meech & Co
.pdf
Friday, August 4, 2017
Session Presenter(s) Document(s)
Economic Update
Dennis Hoffman
Director, L. William Seidman Research Institute
Arizona State University W. P. Carey School of Business
.pdf
Update on Changes to CFD Legislation
Michael Cafiso, Esq.
Bond Counsel
Greenberg Traurig, LLP
Managing Director
Stifel, Nicolaus & Company, Inc.
Randie Stein
Consultant
Stifel, Nicolaus & Company, Inc.
.pdf
Legislative Update
Tom Belshe
Deputy Director
League of Arizona Cities and Towns
Craig Sullivan
Executive Director
County Supervisors Association
.pdf
2017 GFOAz May Training - May 11, 2017
Event Agenda   .pdf - 146 kb
Speaker Bios   .pdf - 272 kb
Session Presenter(s) Document(s)
Electronic Records Management: "You're Gonna Need a Bigger Boat"
Timothy Provenzano
Records Analyst
Arizona State Library, Archives and Public Records
Ruben Vargas
Records Analyst
Arizona State Library, Archives and Public Records
.pptx - 237 kb
Social Media Retention
Dan Thomas
Enterprise BDE, Public Sector
Smarsh Comprehensive Archiving Solution
Mike Pagani
Senior Director of Product Marketing and Chief Evangelist
Smarsh Comprehensive Archiving Solution
.pptx - 8.96 Mb
The Legal Aspects of Digital Archiving: Document Preservation and Civil Litigation
Jefford Englander
Founder and CEO
Peak Forensics
Nancy Mangone
Assistant City Attorney
Glendale
Aaron Schepler
Assistant City Attorney
Glendale
.pdf - 166 kb
Working Together to Compare and Improve Performance
Brent Stockwell
Assistant City Manager
Scottsdale
David Swindell
Director & Associate Professor
Center for Urban Innovation, Arizona State University
.pptx - 6.2 Mb
What Works Cities - Helping Communities across America Focus on Data-Driven Decisions
Rosa Inchausti
Strategic Management and Diversity Director
Tempe
Zachary Markovits
Director of City Programs
What Works Cities
Darcie McCracken
Deputy City Clerk
Glendale
Brent Stockwell
Assistant City Manager
Mesa
Janet Woolum
Performance Administrator
Mesa
.pdf - 4.6 Mb
2017 GFOAz Public Finance Information Evening at ASU - March 22, 2017
Session Presenter(s) Document(s)
GFOAz Public Finance Evening Intro
Lindsey Duncan
Finance Director
Surprise
.pptx - 4.59 mb
Government Internal Audit Career
Christy Eusebio
Assistant Finance Director
El Mirage
.pptx - 2.59 mb
A Career in Government Accounting
Sean Kindell
Deputy Finance Director
Phoenix
.pptx - 12.7 mb
Public Sector Procurement
Jerry L. Hart
CPA - Deputy Internal Services Director
Tempe
.pptx - 4.59 kb
2017 GFOAz Winter Conference - February 15-17, 2017
Wednesday, February 15, 2017
Session Presenter(s) Document(s)
Sales Tax Update
Lee Grafstrom
Tax Policy Analyst
League of Arizona Cities and Towns
.pptx - 182 kb
Develop Powerful Thinking
Yvonne Conte
Keynote Speaker and Author
Humor Advantage
.ppt - 1.3 Mb
Thursday, February 16, 2017
Session Presenter(s) Document(s)
Governmental Accounting from Easy Street to Life in the Fast Lane
Michael L. Lauzon, CPA, MBA
Partner
Heinfeld, Meech & Co
Jill A. Shaw, CPA
Partner
Heinfeld, Meech & Co
.pptx - 9.5 Mb
Cyber Security - What Your Treasury Division Should Know
Christopher Funk
Vice President Treasury Product Consultant
Wells Fargo Treasury Management
.pptx - 8.3 Mb
GASB 77 - Tax Abatement Disclosures and Required Governmental Considerations
Aaron Aversman
Senior Manager
Ernst & Young
Melissa Theilig
Manager
Ernst & Young
John Worden
State and Local Tax Sr. Manager
Ernst & Young
.pdf - 1.2 Mb
Most Frequently Asked Arbitrage Questions & New IRS IDR Management Process
Robin Schlimgen
Managing Director
BLX Group
.pdf - 132 kb
Fraud Occurs in Governments Too
Dennis J. Osuch
Principal
CliftonLarsonAllen
Dennis V. Maschke
Manager
CliftonLarsonAllen
.pptx - 4.7 Mb
Friday, February 17, 2017
Session Presenter(s) Document(s)
Economic Update
Jim Rounds
President
Rounds Consulting Group, Inc.
.pptx - 20.6 Mb
The Rocky Road to Financial Stability
Lisette Camacho
Controller
Glendale
Tom Duensing
Assistant City Manager
Glendale
Vicki Rios
Budget and Finance Director
Glendale
.pptx - 2.0 Mb
GFOAz 2017 January Training - January 12, 2017
Event Agenda   .pdf - 146 kb
Speaker Bios   .pdf - 258 kb
Session Presenter(s) Document(s)
Accounting, Budgeting and Auditing of Development Agreements
Amber Costa
Development Agreement Coordinator
Peoria
Katie Gregory
Management and Budget Director
Peoria
.ppt - 2.1 Mb
.ppt - 13.7 Mb
Development Agreement Success Stories
Brian Friedman
Director of Economic Development
Glendale
Jeff Tyne
Deputy City Manager
Peoria
.pptx - 8.3 Mb
.pptx - 8.9 Mb
Communication Between Departments
Lindsey Duncan
Finance Director
Surprise
Eric Fitzer
Community Development Director
Surprise
Mike Hoover
Economic Development Manager
Surprise
.pptx - 6.5 Mb
The Opportunities and Challenges to Utilizing CFDs
Scott Ruby
Attorney
Gust Rosenfeld
Zach Sakas
Attorney
Gust Rosenfeld
Kim Sandstrom
Special Districts Manager, CFD/ID
Buckeye
.pptx - 1.6 Mb
Workforce Development from an Economic Development Perspective
Mike Hoover
Economic Development Manager
Surprise
.pptx - 8.6 Mb
GFOAz 2016 October Budget Forum - October 27, 2016
Session Presenter(s) Document(s)
Budget and Accounting - How Do They Impact Each Other?
Andrea Davis
Assistant Finance Director
City of Surprise
Megan Cunningham
Budget Manager & Planning Manager
Coconino County
Gabriel Garcia
Finance Director
Town of Florence
.pptx - 126 kb
.pptx - 276 kb
Budgeting for New Services and Programs
Lindsey Duncan
Finance Director
City of Surprise
Jared Askelson
Assistant Finance Director
City of Surprise
Mindy Russell
Management & Budget Assistant
City of Peoria
.pptx - 2.8 Mb
Linking Performance Management to Budget
ShaLae Steadman
Performance Advisor
City of Mesa
.pptx - 8.7 Mb
Budgets: So What do You Think?
Mike Showers
Finance Director
Town of Camp Verde
Kirsten Lennon
Accounting/Budget Manager
City of Cottonwood
.pptx - 73 kb
2016 GFOAz Summer Training - August 3-5, 2016
Wednesday, August 3, 2016
Session Presenter(s) Document(s)
Succession Planning: Building the Next Government Workforce
Patrick Ibarra
Co-Founder & Partner
The Mejorando Group
.pptx - 5.7 Mb
The Importance of Public Service
Jim Rumpeltes
Economic Development Director
Litchfield Park
.pdf - 1.6 Mb
Thursday, August 4, 2016
Session Presenter(s) Document(s)
Triumphs and Pitfalls of an ERP Implementation
Candace Cannistraro
Management and Budget Director
Mesa
Lindsey Duncan
Finance Director
Surprise
Seth Hedstrom
Consulting Manager
BerryDunn
Holly Osborn
Senior Finance Management Analyst
Surprise
.pptx - 2.3 Mb
New Money Market Reform - Effect on Municipalities and Investment Options
Dayna Haferkamp
Senior VP, Wealth Management & Trust
Federated Investors
.pdf - 607 kb
The FOMC: Who They Are and Why They Matter
Luke Schneider
Director
PFM Asset Management
Paulina Woo
Director
PFM Asset Management
.pptx - 4.7 Mb
How the Uniform Guidance Will Impact Your Procurement Procedures
Chyenne Schmidt
Senior Grants Accountant
Coconino County
.pptx - 1.1 Mb
Economic Update
Alan Maguire
President and Principal Economist
The Maguire Company
.pdf - 3.9 Mb
Best Practices for Hiring the Best Talent
Pat Walker
Principal Owner
Pat Walker Consulting
.pptx - 463 kb
Friday, August 5, 2016
Session Presenter(s) Document(s)
Putting EMMA to Work For You
Leila Barbour
Market Leadership Manager
Municipal Securities Rulemaking Board (MSRB)
.pptx - 3.3 Mb
How to Cut Municipal Expenses Without Cutting Services
Jerry Hart
Deputy Internal Services Director of Finance
Tempe
Allison Levin
Analysis Team Director
Cost Control Associates, Inc.
.pptx - 5.5 Mb
Legislative Update
Tom Belshe
Deputy Director
League of Arizona Cities & Towns
Dan Bogert
Policy Analyst
County Supervisors Asso. of Arizona
.pptx - 314 kb
GFOAz 2016 May Training - May 12, 2016
Agenda   .pdf - 288 kb
Speaker Bios   .pdf - 224 kb
Session Presenter(s) Document(s)
Financing Public Infrastructure through the Issuance of Municipal Bonds in the Current Regulatory Environment
Mark Reader
Managing Director
Stifel
Michael Cafiso
Shareholder
Greenberg Traurig
.pdf - 3.2 Mb
Following the Yellow Brick Road - Options for Financing in the Bond Market
William Davis
Managing Director
Piper Jaffray
Zach Sakas
Attorney
Gust Rosenfeld
.pptx - 716 kb
Arbitrage: Eating an Elephant One Bite at a Time
Stephen Broden
Vice President
Arbitrage Compliance Specialists, Inc.
Matt Collins
Account Manager
Arbitrage Compliance Specialists, Inc.
.pdf - 513 kb
Post Issuance bond Compliance
Erika Coombs
Vice President
Stifel
.pdf - 3.2 Mb
2016 GFOAz Winter Conference - February 17-19, 2016
Wednesday, February 17, 2016
Session Presenter(s) Document(s)
Employee Health Clinics: Meeting Expectations
Jeanni Ruddy
Total Compensation Admin., HR Dept.
Goodyear
.pdf - 362 kb
 
Katie Wittekind
Wellness Program Manager
N. Arizona Public Employee Benefit Trust
.pptx - 12.3 Mb
Managing People of Different Personalities
Joseph P. Eriole, Esq.
COO
OnPoint Management Consulting
.pptx - 797 kb
Thursday, February 18, 2016
Session Presenter(s) Document(s)
Change Management
Joseph P. Eriole, Esq.
COO
OnPoint Management Consulting
.pptx - 738 kb
Look! Up in the Sky! It's a Business License!
Lee Grafstrom
Tax Policy Analyst
League of Arizona Cities & Towns
Gary Tasky
Tax, License and Collections Administrator
Business Systems Programs Supervisor
Peoria
.pptx - 339 kb
.docx - 26 kb
Finding Grants to Supplement Your General Fund Budget
Dr. Beverly Browning
VP - Client Capacity Building
eCivis, Inc.
.pptx - 422 kb
 
Corey Coll
Enterprise Account Executive
eCivis, Inc.
 
Understanding Internal Controls - The New Green Book
Karin Smith
Partner
Heinfeld Meech
.pdf - 702 kb
Post GASB 68 Implementation Considerations: Where Do We Go From Here?
Jim Anderson
Senior Consultant
Gabriel, Roeder, Smith & Company
Mark Buis
Senior Consultant & Team Leader
Gabriel, Roeder, Smith & Company
.pdf - 1.2 Mb
Friday, February 19, 2016
Session Presenter(s) Document(s)
Economic Update
Lee McPheters
Research Professor of Economics
W. P. Carey School of Business;
Director
JPMorgan Chase Economic Outlook Center
Arizona State University
.pdf - 828 kb
Arrested Development: The Continued Effect of Impact Fees
Matthew Rojas
Senior Associate
Squire Patton Boggs
Pat Walker
Principal Owner
Pat Walker Consulting
.pptx - 187 kb
GFOAz and AMCA January Training - January 22, 2016
Agenda   .pdf - 145 kb
Speaker Bios   .pdf - 76 kb
Session Presenter(s) Document(s)
Affordable Care Act Employer Reporting - Are You Ready?
Aaron L. Polkoski
Vice President, Benefits Consultant
Segal Consulting
.pptx - 690 kb
Bond Elections 101
Nick Dodd
Managing Director
RBC Capital Markets, LLC
.pptx - 5.5 Mb
 
Zach Sakas
Attorney
Gust Rosenfeld P.L.C.
 
Contract Record Keeping & Procurement
Tim Burkeen
Purchasing and Materials Manager
Glendale
.pptx - 2.4 Mb
 
Stacy Saltzburg
Deputy City Clerk
Flagstaff
.pptx - 481 kb
Arizona Public Records Law
Lisa Maxwell
Town Clerk
Gilbert
.pptx - 1.7 Mb
2015 GFOAz Summer Training - August 5-7, 2015
Wednesday, August 5, 2015
Session Presenter(s) Document(s)
PSPRS: Recommendations from the League's Pension Reform Task Force
Scott McCarty
Finance Director/CFO; Chair
Queen Creek; Pension Reform Task Force
.pptx - 277 kb
.docx - 36 kb
.pdf - 141 kb
.pptx - 881 kb
.pdf - 130 kb
Shared Revenue Forecast
Elaine Smith
Senior Economist
Arizona Department of Revenue
.pptx - 224 kb
Memory Magic
Paul Mellor
Author
Success Links
.pdf - 1.3 Mb
Thursday, August 6, 2015
Session Presenter(s) Document(s)
GASB's Revised Pension Standards: What Arizona's Governmental Employers Need for 2015
Nancy Bennett
Chief Financial Officer
ASRS
Leslie Clark
Assistant Accounting Manager
PSPRS
Donna Miller
Professional Practice Group Director
Arizona Office of the Auditor General
.pptx - 752 kb
.pdf - 406 kb
TPT Reform Update
Lee Grafstrom
Tax Policy Analyst
League of Arizona Cities & Towns
Gary Tasky
Tax, License & Collections Administrator/
Business Systems Programs Supervisor
Peoria
.pptx - 194 kb
Community Facilities Districts (CFDs) - Financing Public Infrastructure
Mike Cafiso Esq.
Bond Counsel
Greenberg Traurig, LLP
Mark Reader
Managing Director
Stifel, Nicolaus & Company, Inc.
.pdf - 1.4 Mb
Arizona's Changing Property Tax Landscape
Scott Ruby
Attorney
Gust Rosenfeld, P.L.C.
Randie Stein
Director
Stifel, Nicolaus & Company, Inc.
Darlene Teller
Senior Economist
Arizona Department of Revenue
.pptx - 385 kb
Friday, August 7, 2015
Session Presenter(s) Document(s)
Policies: Building a Solid Capital Asset Policy
Karen Huffman
Controller
Tempe
.pptx - 21.0 Mb
GFOAz 2015 May Training - May 7, 2015
Grants Training Track
Session Presenter(s) Document(s)
Agenda   .pdf - 3.5 Mb
Identifying and Applying for Grants
Janeen Gaskins
Grants Administrator
Surprise
Tammy Shreeve
Strategic Management Officer
Peoria
.pptx - 1.5 Mb
Grantor's Perspective on How to Be Successful in Obtaining Grants
Jake Kelly
Strategic Planner
Department of Homeland Security
Mary Reece
Development Division Program Manager
U.S. Dept. of Interior's Bureau of Reclamation
.pdf - 247 kb
.pdf - 923 kb
Grant Management: Roles & Responsibilities: "Now That You Have Received the Grant, Let the Fun Begin"
Tammy Shreeve
Strategic Management Officer
Peoria
Dawn Jenkins
Senior Accountant
Peoria
Janeen Gaskins
Grants Administrator
Surprise
.pptx - 575 kb
OMB Supercircular: Implementing the Newest Federal Grant Rules
Corey Arvizu
Partner
Heinfeld Meech
Britney Williams Spross
Audit Manager
Heinfeld Meech
.pptx - 1.0 Mb
Census Training Track
Session Presenter(s) Document(s)
Agenda   .pdf - 117 kb
2015 GFOAz Winter Conference - February 18-20, 2015
Wednesday, February 18, 2015
Session Presenter(s) Document(s)
GASB Update
Brian Hemmerle, CPA, CFE
Supervisor
Henry & Horne, LLP
Jeffery Patterson
Audit Supervisor, CPA
Henry & Horne, LLP
.pptx - 3.5 Mb
Behavior Modification ... The Science and Secrets Behind Motivation to Reduce Stress and Improve Exercise and Eating Habits
Joel Weintraub
Humorist & Motivational Speaker
Humor for the Health of It
.ppt - 7.4 Mb
Thursday, February 19, 2015
Session Presenter(s) Document(s)
Wake Up to a Powerful Memory
Joel Weintraub
Humorist & Motivational Speaker
Humor for the Health of It
.ppt - 3.4 Mb
Continuing Disclosure Requirements Including How to Put EMMA to Work for You
Mike Cafiso, Esq.
Bond Counsel
Greenberg Traurig, LLP
Sandra Park
Assistant Vice President
Stifel, Nicolaus & Company Inc.
Mark Reader
Managing Director
Stifel, Nicolaus & Company Inc.
Allen Sexton
Business Analysis Manager
Municipal Securities Rulemaking Board
.pptx - 369 kb
.pptm - 3.9 Mb
.pdf - 5.1 Mb
Affordable Healthcare Act Update
Charlie Broucek
Senior Vice President
Hays Companies
.pdf - 1.7 Mb
Learning to Use U.S. Census Data for Government Forecasting and Reporting
Pauline Núñez
Data Dissemination Specialist
U.S. Census Bureau-Denver Regional Office
.pdf - 126 kb
PSPRS - Reform Update and Things to Consider for Your FY15-16 Budget
Mike Townsend
Deputy County Manager
Coconino County
Vice-Chair, Pension Reform Task Force
.pptx - 210 kb
What Happens When Home Rule Fails
Lisa Garcia
Town Clerk
Florence
.pptx - 289 kb
Friday, February 20, 2015
Session Presenter(s) Document(s)
Economic Update
Alan Maguire
President & Principle Economist
The Maguire Company
.pptx - 1.8 Mb
Energy Efficiency
Lee Davis
Managing Director
Zions Bank
James Giel
Partner
Gust Rosenfeld P.L.C.
Tim Leedy
Business Manager
Balsz Elementary School District
Ben Madsen
Senior Account Executive
Midstate Energy
.pptx - 559 kb
GFOAz 2015 January Training - January 16, 2015
Presentation Title Presenter(s) Document(s)
Event Agenda   .pdf - 95 kb
The State Treasurer and the LGIP
Patty Humbert
Chief Investment Officer
Arizona Office of the State Treasurer
.ppsx - 530 kb
Short-Term Market Update
Garret M. Sloan, CFA
Fixed Income Market Strategy
Wells Fargo Securities, LLC
.pdf - 3.1 Mb
Finding Value in the Markets
Richard Petrenka
Portfolio Manager
Davidson Fixed Asset Management
.pptx - 2.0 Mb
.pdf - 2.6 Mb
.pdf - 15 kb
Investment Policy Best Practices
Lauren Brant
Managing Director
PFM Asset Management
 
Paulina Woo
Senior Managing Consultant
PFM Asset Management
.pdf - 2.2 Mb
GFOAz 2014 October Budget Forum - October 17, 2014
Presentation Title Presenter(s) Document(s)
Event Agenda   .pdf - 110 kb
TPT Simplification and Legislative Update
Lee Grafstrom
Tax Policy Analyst
League of Arizona Cities and Towns
 
Sandra Schilling
Acting Deputy Finance Director
City of Phoenix
.ppt - 1.4 Mb
Budget Boot Camp
Pat Walker
Principal Owner
Pat Walker Consulting LLC
.pdf - 2.1 Mb
Economic Forecasting
Jim Rounds
Senior Vice President
Elliott D. Pollack & Company
.ppt - 1.7 Mb
PSPRS - An Update on the League's Pension Task Force
Rene Guillen, Jr.
Legislative Director
League of Arizona Cities and Towns
 
Scott McCarty
Finance Director
Town of Paradise Valley
 
Mike Townsend
Deputy County Manager
Coconino County
.ppt - 535 kb
2014 GFOAz Summer Training - August 6-8, 2014
Wednesday, August 6, 2014
Session Presenter(s) Document(s)
What ATRA Does for Arizona Taxpayers
Jennifer Stielow
Vice President
ATRA
.ppt - 5.3 Mb
The CEO of You: Take it. Leave it. Change it.
Marsha Petrie Sue
Speaker, Author & Executive Coach
Communicating Results, Inc.
.pdf - 13.1 Mb
.pdf - 1.8 Mb
Thursday, August 7, 2014
Session Presenter(s) Document(s)
Leading Change: Creating Organizational Success by Applying Values-Based Leadership
Marsha Petrie Sue
Speaker, Author & Executive Coach
Communicating Results, Inc.
.pdf - 13.2 Mb
.pdf - 2.1 Mb
An Insider's Look at WIFA and WIFA-Funded Projects: The Most Needed, the Most Unique, the Most Sustainable
Susan Craig
Communications Director
WIFA
 
Mark Woodfill
Budget and Finance Director
City of Prescott
.pdf - 4.6 Mb
Arbitrage Review and IRS Enforcement
Robin Schlimgen
Managing Director
BLX Group
.pptx - 268 kb
PSPRS: Don't Stop Thinking about Tomorrow
Mark Buis
Senior Consultant & Actuary
Gabriel Roeder Smith & Company (GRS)
.pptx - 2.6 Mb
 
Scott McCarty
Finance Director
Town of Paradise Valley
 
 
Jared Smout
Deputy Administrator
PSPRS
 
 
Mark Steed
Lead Portfolio Manager & Chief of Staff
PSPRS Trust
 
Preparing an AELR
Meghan Hieger
Sr. Accountant, Accounting Services Division
Arizona Office of the Auditor General
.pptx - 678 kb
.pdf - 1.1 Mb
 
Megan Smith
Manager, Accounting Services Division
Arizona Office of the Auditor General
 
Friday, August 8, 2014
Session Presenter(s) Document(s)
Economic Update
Alan Maguire
President & Principal Economist
The Maguire Company
.pptx - 1.0 Mb
GASB Update
Dennis J. Osuch
Principal
CliftonLarsonAllen (CLA)
.pptx - 2.4 Mb
Legislative Update
Tom Belshe
Deputy Director
League of Arizona Cities & Towns
.pptx - 222 kb
GFOAz 2014 May Quarterly Training - May 15, 2014
Presentation Title Presenter(s) Document(s)
Event Agenda   .pdf - 113 kb
The What and Why of Fund Accounting
Tom Duensing
Executive Financial Services Director
City of Glendale
.ppt - 556 kb
Budget Overview
Barry Houg
Budget Manager
City of Peoria
.pdf - 766 kb
Home Rule Option, Permanent Base Adjustment and the UERS
Dennis Maschke
CPA
CliftonLarsonAllen LLC
.ppt - 3.5 Mb
 
Pat Walker
Principal Ownerr
Pat Walker Consulting LLC
 
Getting Back to the Basics of Interfund Transfers and Loans: When, Why and How
Andrea Davis
Accounting Manager
Surprise
.pdf - 536 kb
2014 GFOAz Winter Conference - February 19-21, 2014
Wednesday, February 19, 2014
Session Presenter(s) Document(s)
Insurance Overview: Coverage and Indemnification Considerations for Special Events
Ed Bantel
Program Admin. & Marketing Underwriter
AMRRP
.pptx - 2.9 Mb
.pdf - 471 kb
.pdf - 106 kb
.pdf - 60 kb
Maximizing the Return on Positivity
Kirk Wilkinson
President & Founder
The Happiness Factor
.pptx - 3.7 Mb
Thursday, February 20, 2014
Session Presenter(s) Document(s)
The Optimist's Advantage
Kirk Wilkinson
President & Founder
The Happiness Factor
.pptx - 3.7 Mb
Impact Fees Update
Cheyenne Walsh
Associate Attorney
Squire Sanders
.ppt - 1.6 Mb
.pdf - 197 kb
Sales Tax Update
Tom Belshe
Deputy Director
League of Arizona Cities and Towns
.ppt - 2.1 Mb
 
Lee Grafstrom
Tax Policy Analyst
League of Arizona Cities and Towns
 
The Changing Regulatory Environment in the Municipal Markets
Michael Cafiso
Shareholder
Greenberg Traurig
.pdf - 2.3 Mb
 
Kurt Freund
Managing Director
RBC Capital Markets
 
 
Timothy A. Stratton
Attorney
Gust Rosenfeld, P.L.C.
 
Budget Projections on Sales Tax
Dawn Irvine
Director, Office of Management and Budget
Gilbert
.pptx - 184 kb
Friday, February 21, 2014
Session Presenter(s) Document(s)
What's New From Norwalk?
Corey Arvizu
Managing Partner
Heinfeld, Meech & Co., P.C.
.pptx - 777 kb
Economic Update
Jim Rounds
Senior Vice President & Senior Economist
Elliott D. Pollack & Company
.ppt - 6.5 Mb
GFOAz 2014 January Quarterly Training - January 9, 2014
Presentation Title Presenter(s) Document(s)
Event Agenda   .pdf - 102 kb
The Affordable Care Act (ACA): What Now?
Aaron Polkoski
Benefits Consultant
Segal & Co.
.ppt - 2.9 Mb
Controlling Employee Benefit Costs Using Tax Advantaged Benefit Solutions
Al Thunberg
Practice Manager
Employee Solutions Group
.ppt - 2.1 Mb
What is a Health Risk Assessment Program and How Does It Work?
Mary Kyle
Deputy Human Resources Director
City of Phoenix
.ppt - 944 kb
Controlling Healthcare Costs
Charlie Broucek
Sr. Vice President
Hays Companies
.pdf - 206 kb
 
Lyman Locket
Human Resources Director
City of Goodyear
.ppt - 1.4 Mb
 
Gary Manning
Human Resources Director
City of Mesa
.ppt - 303 kb
2013 GFOAz Budget Forum - November 8, 2013
Presentation Title Presenter(s) Document(s)
Event Agenda   .pdf - 97 kb
Operating Budget's Next New Dollar Amount
Joe Casey
Deputy County Manager for Administration
County of Henrico, VA
.pdf - 5.7 Mb
Best Positioning Economic Development
Joe Casey
Deputy County Manager for Administration
County of Henrico, VA
Brian Strong
Director of Capital Planning Program
City and County of San Francisco, CA
Jeff Tyne
Deputy City Manager
City of Peoria
.pdf - 5.7 Mb
Capital Planning, Budgeting and Communications
Brian Strong
Director of Capital Planning Program
City and County of San Francisco, CA
.pdf - 3.1 Mb
2013 GFOAz Summer Conference - August 7-9, 2013
Wednesday, August 7, 2013
Session Presenter(s) Document(s)
Effective Financial Management with GFOA's FM Model
Mike Bailey
Finance Director
Redmond, WA
.pdf - 2.0 Mb
Planning for the Future with ASRS and PSPRS Retirement Plans
Pat Klein
Assistant Director of External Affairs
Arizona State Retirement System
.ppt - 1.7 Mb
 
Don Mineer
Local Board Training Specialist
Public Safety Personnel Retirement System
.ppt - 3.4 Mb
Thursday, August 8, 2013
Session Presenter(s) Document(s)
What to do When You Start at 9 AM Sharp and End at 5 PM Dull
Walter Stasinski
President
Potential Unlimited
.pdf - 65 kb
I.O.U. - I'll Gladly Pay You Tuesday
Patti Oskvarek
Revenue Collections Supervisor
Mesa
.ppt - 724 kb
The ABCs of Risk Management
Ed Bantel
Program Administrator
AMRRP
.pdf - 2.5 Mb
 
David Parker
Public Entity Practice Leader
Midwest Employers Casualty Company
 
Disaster Planning: Preparedness, Partnerships and Planning
Kathryne Daniels
Global Treasury Sales Manager
Bank of America
.ppt - 3.9 Mb
Lean: Cost Savings through Process Improvement
Diana Bundschuh
Deputy Chief Information Technology Director
Glendale
.ppt - 13.0 Mb
 
Diane Goke
Chief Financial Officer
Glendale
 
Friday, August 9, 2013
Session Presenter(s) Document(s)
Economic Update
Georganna Meyer
Chief Economist
Arizona Department of Revenue
.ppt - 7.5 Mb
Preparing Your Investment for a Rising Rate Environment
Lauren Brant
Managing Director
PFM Asset Management
.pdf - 3.0 Mb
 
Paulina Woo
Senior Managing Consultant
PFM Asset Management
 
Legislative Update
Tom Belshe
Deputy Director
League of Arizona Cities and Towns
.ppt - 484 kb
2013 GFOAz Winter Conference - February 20-22, 2013
Wednesday, February 20, 2013
Session Presenter(s) Document(s)
GASB Update
Jeff Bridgens, CPA
Assurance Senior Manager
Moss Adams
.ppt - 2.1 Mb
Economic Development in Arizona's Communities
Julie Engel
President & CEO
Greater Yuma Economic Dev. Corp.
.ppt - 13.7 Mb
 
Greg Fister
Economic Development Director
Town of Prescott Valley
.ppt - 3.2 Mb
 
Deane C. Foote, CEcD
President & CEO
Foote Consulting Group, LLC
.ppt - 2.5 Mb
 
Mignonne D. Hollis
Executive Director
Sierra Vista Economic Dev. Foundation
 
 
Christine Mackay
Economic Development Director
City of Chandler
.pdf - 6.9 Mb
Thursday, February 21, 2013
Session Presenter(s) Document(s)
Economic Update
Alan Maguire
President and Principal Economist
The Maguire Company
.ppt - 4.0 Mb
I Love My Job -- It's the People I Can't Stand
Jody Urquhart
Professional Speaker
Author of “All Work & No Say”
.ppt - 927 kb
Internal Controls – The Fraud Triangle
Dennis Maschke, CPA
CliftonLarsonAllen
.ppt - 6.1 Mb
 
Miranda Wendlandt, CPA, CFE
CliftonLarsonAllen
 
The WIFA Way... Affordable and Efficient
Sara Konrad
Environmental Program Supervisor
WIFA
Angie Valenzuela
Sr. Loan Officer/GADA Program Manager
WIFA
.ppt - 14.9 Mb
Friday, February 22, 2013
Session Presenter(s) Document(s)
Relationship Building with Elected Officials in the 21st Century
Patrick Ibarra
President and Founder
The Mejorando Group
.ppt - 665 kb
Presentation video
2013 GFOAz January Quarterly Training - January 10, 2013
Presentation Title Presenter(s) Document(s)
AZOpenBooks - What is Means for Your Community
Craig Dixon
Sr. Account Executive, Local Gov't Division
Tyler Technologies
Joanna Greenaway
General Accounting Office
Arizona Department of Administration
Clark Partridge
State Comptroller, General Accounting Office
Arizona Department of Administration
Becky Stephens
CPA and Product Manager
Tyler Technologies
.ppt - 778 kb
TPT Task Force, the Portal and Sales Tax Simplification
Lee Grafstrom
Tax Audit Supervisor
City of Chandler
.ppt - 3.9 Mb
Economic Update: Focus on Local Sales Tax
Jim Rounds
Senior Vice President
Elliot D. Pollack & Co.
.ppt - 2.9 Mb
2012 GFOAz Budget Forum - October 25, 2012
Presentation Title Presenter(s) Document(s)
GFOA Best Practices in Budgeting
Eric Johnson
GFOA
Dir. Strategic Planning &
ERP Implementation
Hillsborough County, Florida
.ppt - 689 kb
GFOA Budget Awards Program   .ppt - 9.9 Mb
Recommended Budget Practices: A Framework for Improved State and Local Budgeting   .ppt - 182 kb
Economic Update
Stefan Shepard
Deputy Director
Joint Legislative Budget Committee
.pdf - 122 kb
2012 GFOAz Summer Conference - August 8-10, 2012
Wednesday, August 8, 2012
Session Presenter(s) Document(s)
Sales Tax Portal
Tom Belshe
Deputy Director
League of Arizona Cities & Towns
Lee Grafstrom
Tax Audit Supervisor
City of Chandler
.ppt - 1.5 Mb
Professional Development: Getting a Grip on Negativity
Craig Price
Price Points
.pdf - 858 kb
Thursday, August 9, 2012
Session Presenter(s) Document(s)
Generation Y: The X's and O's of the New Workforce
Craig Price
Price Points
.pdf - 490 kb
GASB 54
Dennis Osuch
CPA, Partner
CliftonLarsonAllen
.ppt - 6.3 Mb
Elected Expectations vs. Administrative Realities
Sylvia Dlott
Senior Budget Analyst
City of Scottsdale
Brent Stockwell
Strategic Initiatives Director
City of Scottsdale
.ppt - 2.5 Mb
Use of Technology to Improve Finance Operations Now and in the Future
Roger Caldwell
Vice Chair
World Future Studies Federation
.ppt - 1.7 Mb
 
Sharon Brause
Procurement Officer
City of Chandler
David Randolph
Vice President, Card Account Manager
Bank of America Merrill Lynch
.ppt - 1.8 Mb
ABC's of PIBC
Karen Huffman
City Controller
City of Tempe
Scott Ruby
Attorney
Gust Rosenfeld
.ppt - 2.6 Mb
Arizona's Expanded Debt Set-Off Program
Patti Oskvarek
Revenue Collections Supervisor
City of Mesa
Mickey Tait
Tax Administrator
City of Mesa
.ppt - 452 kb
Friday, August 10, 2012
Session Presenter(s) Document(s)
Economic Update
Alan Maguire
President and Principal Economist
The Maguire Company
.ppt - 587 kb
Effective and Efficient Management of the External Audit Process
Keith Dommer
Audit Senior
Arizona Auditor General's Office
.pps - 7.3 Mb
2012 GFOAz May Quarterly Training - May 17, 2012
Presentation Title Presenter(s) Document(s)
Governmental Accounting Basics
Michelle Kirby
City Controller
City of Phoenix
Vicki Rios
Finance Director
City of Phoenix
.ppt - 470 kb
Specialized Governmental Accounting Topics and Policies
Tom Duensing
Finance Director
City of Maricopa
.ppt - 28.4 Mb
Government Financial Statements
Dan Leahy
Accountant Supervisor
City of Peoria
Dawn Jenkins
Senior Accountant
City of Peoria
.ppt - 41.1 Mb
Governmental Accounting Standards Board (GASB) Update
Corey Arvizu
Partner
Heinfeld, Meech, & Co., P.C.
.ppt - 794 kb
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