| FLORIDA SCHOOL FINANCE OFFICERS ASSOCIATION |
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| November 10 -13, 2015 |
| Wyndham Lake Buena Vista Resort |
| Orlando, Florida |
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| TIME |
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PROGRAM ITEM |
| Monday, November 09, 2015 |
| 6:30 PM |
7:30 PM |
Board of Directors Meeting |
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| Tuesday, November 10, 2015 |
| 7:30 AM |
8:30 AM |
Continental Breakfast |
| 8:30 AM |
4:00 PM |
Finance Council Meeting |
| 8:30 AM |
10:10 AM |
Accounting and Audit Update Todd Webster, KPMG LLP |
| 10:10 AM |
10:20 AM |
Break |
| 10:20 AM |
12:00 PM |
Internal Controls and Fraud Detection Jennifer Christensen & Cheri Swain, Carr, Riggs, & Ingram, LLC |
| 12:00 PM |
1:30 PM |
Lunch (on your own) |
| Concurrent Mini Sessions |
| Session I |
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| 1:30 PM |
2:20 PM |
A - Governmental Accounting 101 Karen Briggs, Lake County School District |
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B - Basic Budgeting Stephanie Riviello and Cathy Miley, Manatee County Schools |
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C - Cyber Attacks and Prevention Bob Wagner, Vestal-Wiler |
| 2:20 PM |
2:30 PM |
Break |
| Session II |
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| 2:30 PM |
3:20 PM |
A - Governmental Accounting 102 Karen Briggs, Lake County School District |
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B - Advanced Budgeting Heather Jenkins and Stephanie Riviello, Manatee County Schools |
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C - Google Docs Jeremy Bunkley, Clay County Schools |
| 3:20 PM |
3:40 PM |
Break (snack provided) |
| Session III |
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| 3:40 PM |
4:30 PM |
A - Accounting Users Group |
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B - Budget Users Group |
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C - Digital Classroom Plans Cali Stringer, Florida Department of Education |
| 5:30 PM |
6:30 PM |
Registration |
| 5:30 PM |
6:30 PM |
Welcome Reception |
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Dinner (On Your Own) |
| Wednesday, November 11, 2015 |
| 7:00 AM |
8:00 AM |
Continental Breakfast |
| 7:00 AM |
8:00 AM |
Registration |
| 8:00 AM |
8:30 AM |
Opening Remarks |
| Invocation |
| Presentation of Colors & Pledge of Allegiance Dr. Phillips High School Color Guard |
| Welcome to Orange County Dr. Jesus Jara, Deputy Superintendent, Orange County School District |
| 8:30 AM |
10:10 AM |
DOE Update Linda Champion, Deputy Commissioner of Finance and Operations, Florida Department of Education |
| 10:10 AM |
10:20 AM |
Break |
| 10:20 AM |
11:10 AM |
Sponsor Recognition |
| 11:10 AM |
12:00 PM |
Communication, Leadership and Growth Steven H. Johnson |
| 12:00 PM |
1:30 PM |
Lunch (on your own) |
| Concurrent Mini Sessions |
| Session I |
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| 1:30 PM |
2:20 PM |
A - GASB - What you should know about Standards Setting Dean Michael Mead, GASB |
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B - Crisis Management - Finance & Transportation Tammy Taylor and Jason Harris, Manatee County Schools |
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C - Monitoring Charter Schools Link Jarrett, Florida Department of Education |
| 2:20 PM |
2:30 PM |
Break |
| Session II |
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| 2:30 PM |
3:20 PM |
A - GASB - On the Horizon at the GASB Dean Michael Mead, GASB |
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B - Fiscal Recovery Plans Michael Degutis, St Johns County School District; Terry St. Cyr, Escambia County School District |
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C - Charter School Application Process for Finance Staff Al Weidner, Sarasota County Schools |
| 3:20 PM |
3:40 PM |
Break (snack provided) |
| Session III |
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| 3:40 PM |
4:30 PM |
A - GASB - The reexamination of GASB Statement 34 Dean Michael Mead, GASB |
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B - 2016-17 FEFP Update Lee Davis, Florida Department of Education |
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C - Charter School Current Events Jenna Hodgens, Hillsborough Schools; Dr. Sonia Vazquez-Esposito, Osceola Schools; Terri Roberts, Rader Group |
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Dinner (On Your Own) |
| Thursday, November 12, 2015 |
| 7:30 AM |
8:30 AM |
Continental Breakfast |
| 7:30 AM |
8:30 AM |
Registration |
| 8:30 AM |
8:50 AM |
Finance Council Update Theresa Boston-Ellis, Chair |
| 8:50 AM |
9:40 AM |
The Effects of Local Issues, Transparency and other factors on Credit Ratings Greg Lipitz and Valentina Gomez, Moody's Ratings |
| 9:40 AM |
10:10 AM |
Business Meeting and Elections |
| 10:10 AM |
10:20 AM |
Break |
| 10:20 AM |
11:10 AM |
SEC Disclosure Requirements David Moore, Public Financial Management and Ritesh Patel, Nabors, Giblin & Nickerson, PA |
| 11:10 AM |
12:00 PM |
Legislative Update Andrea Messina, Florida School Boards Association |
| 12:00 PM |
1:30 PM |
Lunch (on your own) |
| Concurrent Mini Sessions |
| Session I |
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| 1:30 PM |
2:20 PM |
A - Classroom Supply Program Gretchen Saunders, Hillsborough County Schools; Nancy Samuels, Palm Beach County Schools; and Jason Pitts, Polk County Schools |
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B - How to reduce OPEB Liabilities David Ford, Polk County Schools/FSRBC |
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C - Outsourcing Treasury Management Services, including changes in the investment world Chris Greco, SawgrassAsset Management LLC |
| 2:20 PM |
2:30 PM |
Break |
| Session II |
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| 2:30 PM |
3:20 PM |
A - Sales Tax - when should you collect? Curt Horton, Florida Department of Revenue |
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B - Risk Management Emerging Issues (ACA, Cyber Liability, etc.) Eric Scott and Michael Guzman, Aurther J. Gallagher & Co |
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C - Updating Debt Policies and Procedures including Disclosure Requirements Lisa Olsen, Digital Assurance Certification (DAC) |
| 3:20 PM |
3:40 PM |
Break (snack provided) |
| Session III |
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| 3:40 PM |
4:30 PM |
A - IRS ACA Reporting Sam White, North East Florida Educational Consortium (NEFEC) |
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B - E-Rate Lyell Walker, Division of Telecommunications, Florida Department of Management Services |
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C - Treasury User Group |
| 5:30 PM |
8:00 PM |
Reception Buffet |
| Friday, November 13, 2015 |
| 7:30 AM |
8:30 AM |
Continental Breakfast |
| 8:30 AM |
9:20 AM |
Economic Update Jeff Sirota, J.P. Morgan |
| 9:20 AM |
10:10 AM |
Effective Marketing Strategies for School Districts Amity Chandler, Lee County Public Schools |
| 10:10 AM |
10:40 AM |
Break |
| 10:40 AM |
11:30 AM |
Auditor General Update Joan Valle, Florida Auditor General |
| 11:30 AM |
11:45 AM |
ANNOUNCEMENTS DOOR PRIZES |
| 12:00 PM |
1:30 PM |
Board of Directors: Meeting and Luncheon |
