Thursday, October 24

6:30 – 7:50 a.m.
Networking Regional Breakfast (0.5 CGFO/0 CPE)
Open (No Programming): Symphony 5 Ballroom
Central (Regions 9 and 10): Symphony 6 Ballroom
South (Regions 7, 11, and 12): Symphony 7 Ballroom
West (Regions 2, 3, 4, 5, and 6): Symphony 8 Ballroom
GFOAT Board members will host breakfast discussions by region to provide networking, training, and development options.
(NOTE: Unlike prior come-and-go breakfasts, board members will be leading discussions that start at 7:15 a.m. for Central, South, and West regions. Please be considerate of your arrival and departure times.)

7:00 a.m. – 5:00 p.m.
Registration Open
Symphony Ballroom Foyer

8:00 – 9:15 a.m.
Welcome and Opening General Session (1.5 CGFO/CPE)
Symphony 1-4 Ballroom
Orchestrating the Finance Function and Its Role in the Organization
Moderator:  GFOAT President Don Jennings, Director of Finance, City of Perryton
Daniel A. Johnson, City Manager, City of Richardson
Orchestrating the Finance Function & Its Role

9:30 – 10.45 a.m.
Concurrent Workshops (1.5 CGFO/CPE)
Changes in the Bond Market PART 1: How Do I Protect my Organization?
Symphony 1-4 Ballroom
“Change ain’t looking for friends…change calls the tune we dance to” – Al Swearengen, Deadwood, Season 3, Episode 2.  This session features a panel discussion on the evolving regulatory oversight of the municipal bond industry and its players, including the Municipal Securities Rulemaking Board (MSRB), the Securities and Exchange Commission (SEC), and the IRS.
Moderator: Dwight Burns, Executive Vice President, Estrada Hinojosa & Co., Inc.
Panelists: Robert A. Estrada, Senior Managing Director, Estrada Hinojosa; Paul S. Maco, Partner, Bracewell & Giuliani; Laura Slaughter, Executive Director, Municipal Advisory Council of Texas; and Stefano Taverna, Partner, McCall, Parkhurst & Horton
Changes in the Bond Market – Stefano        Slaughter        Maco Handout

Pricing Internal Services: GFOA Best Practices
Harmony Ballroom
Are you paying box seat prices for floor level services?  In this session you will learn the proper way to calculate a department’s value and determine the best manner to charge your customers.
Bret Starr , Budget Administrator and  Vicki Ebner, Assistant Director of Community Resources, City of Irving

Personnel Costs PART 1: Controlling the Escalating Scale of Employee Health Care Costs
Sonata Ballroom
Strike a different note for the melody of benefits for your city with a discussion of cooperative alliances, clinics, and up and coming new benefit programs.  This session will inform you how others have promoted change with new and alternative benefit programs to lower health costs and keep premiums in line.
Leonard Martin, City Manager, City of Carrollton and Brian R. Dickerson, Director of Human Resources and Civil Service, City of Mesquite
Martin Handout

10:45 – 11:00 a.m.
Refreshment Break and Sponsor Networking
Symphony Ballroom Foyer

11:00 a.m. – 12:15 p.m.
Concurrent Workshops (1.5 CGFO/CPE)
Changes in the Bond Market PART 2: The Issuers’ Perspective in Managing Through Constant Change
Harmony Ballroom
This session focuses on internal operations of the issuer’s debt administration function, from dealing with the increased emphasis in the bond market on disclosure to managing the use of external resources and experts.
Moderator: David Medanich, Vice Chairman, FirstSouthwest
B. Nell Lange, Assistant City Manager, City of Frisco and Bryan Langley, Assistant City Manager, City of Denton

Three Part Harmony: Convenience Fees, Service Fees, and Surcharging
Sonata Ballroom
This session will focus on merchant card changes in convenience fees, services fees, and surcharging. Presented by representatives from the banking industry.
Paul Bazylak , Vice President of Sales and Merchant Relations, Visa and Chichi Ogbuagu, Vice President, Wholesale Merchant Solutions Officer, Wells Fargo

Personnel Costs PART 2: Pay Plans and Compensation Programs
Symphony 1-4 Ballroom
As Beethoven would say, ‘Don’t turn a deaf ear to your employees or stakeholders.’  Learn why a structured pay plan is necessary in your organization.
Rollie Waters, President, The Waters Consulting Group, Inc.
Waters Presentation

12:15 – 2:00 p.m.
Lunch, Business Meeting, and Awards
Symphony 5-8 Ballroom
Presiding: GFOAT President Don Jennings, Director of Finance, City of Perryton

2:15 – 3:30 p.m.
General Session (1.5 CGFO/CPE)
Symphony 1-4 Ballroom
Bach to Basics: The Importance of Ethics in Everyday Decisions
Dr. Raymond J. Clay, Jr. , an expert in the field of ethics, will present a lively discussion on the importance of ethics in your personal and professional life.
Raymond J. Clay, Jr., CPA, Emeritus Professor of Accounting, University of North Texas
Clay Handout

3:30 – 3:45 p.m.
Refreshment Break and Sponsor Networking
Symphony Ballroom Foyer

3:45 – 5:00 p.m.
General Session (1.5 CGFO/CPE)
Symphony 1-4 Ballroom
2013 Legislative Session in Brief: Finance Implications and Beyond
Bennett Sandlin, Executive Director, Texas Municipal League

5:00 – 8:00 p.m.
Networking Event
Charles W. Eisemann Center for Performing Arts
2351 Performance Drive, Richardson
Wait out the traffic and join your peers for an early evening of heavy hors d’oveures, networking, and cash bar provided. No transportation is provided because the Eisemann Center is directly across the street from the hotel.