Sessions

Overview of the State Auditor Office's Budgeting, Accounting, and Reporting System BARS - Cash Basis

  • Date: 9/13/2022
  • Track: Pre-Conference

CPE Offered: 7 hours

Printed workbooks will NOT be provided during the class. An electronic copy will be provided either by email or through the conference application as an attachment.

The Overview of BARS Webinar provides a general overview of Cash Basis BARS and the reporting requirements for Cash governments.
This course will include a BARS webinar workbook and opportunities to ask questions of the BARS and Annual Filing Specialists.

Class Objectives:
After taking this class, the attendee will be able to:
• Explain the purpose of the BARS Manual and why it is required
• Navigate and search the BARS Manual.
• Employ Fund Accounting, including identifying and evaluating Fund Types.
• Use the BARS Chart of Accounts and generate BARS code as prescribed, including
      o Account Structure
      o Revenue and Other Increases
      o Expenditure and Other Decreases
      o Cash and Investment/Fund Balance Codes
• Determine validity of BARS Coding.
• Understand the annual online filing reporting requirements. 

Strength Finders

  • Date: 9/13/2022
  • Track: Pre-Conference

Looking for an engaging and interactive workshop that with help you strengthen your team, increase trust and productivity and promote workplace harmony and employee satisfaction?  If so, attend this workshop and participate in hands-on activities that will help you learn how to use your strengths to improve your work life and the work life of those around you. 

Workshop Preparation 

Approximately 1 week before the conference, you will receive your StrengthsFinder book which will include a code to take the online assessment.  

Prior to the conference: 

  • Take your online assessment 
  • Print your Strengths Insight Guide 
  • Highlight 3 or 4 phrases in each insight that best describe you 
  • Read Part 1 of the book: Finding your Strengths – An Introduction 

Day of the Conference: 

  • Bring your StrengthsFinder book 
  • Bring your Strengths Insight Guide 

Navigating Volatile Markets and Building a Foundation for Effective Portfolio Management

  • Date: 9/13/2022
  • Track: Pre-Conference

This session will take a deep dive into the steps involved in creating and managing a best practice investment program.  We will review the current market conditions, present teh key investment elements such as; duration, asset allocation and performance and provide tools to manage with discipline.  Plese be prepared to share what is working and what is challenging regarding your investment program.  We will end the session with an inclusive discussion on tools and solutions to take back to your organization. 

Know Thyself: A Primer for Self-Discovery

  • Date: 9/13/2022
  • Track: Pre-Conference
In this four hour course you will learn:
  • The science of human personality-Take one of the only scientifically valid personality assessments and explore its implications for yourself and your team.
  • Emotional intelligence-Learn key elements of emotional intelligence and explore improvement strategies. 
  • Perception & Communication-Understand how we perceive our environment and how our powers of perception color communication with others.
  • The science of human motivation-Know the basic scientific framework of human motivation and apply this learning to your team.

Federal Award Requirements Class (includes grants) - 2022

  • Date: 9/13/2022
  • Track: Pre-Conference

CPE Offered: 6 hours

Course description:
This class covers the federal compliance requirements under the Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), found in Title 2 of the Code of Federal Regulations Part 200.

Class Objectives:
The purpose of this class is to discuss the federal compliance requirements so that you gain an understanding of the federal governments audit objectives and the perspective of granting agencies and auditors. 

Topics Covered:

Overview of the Uniform Guidance and Key Revisions issued August 13, 2020
Overview of the Single Audit Process
Common Problem Areas (frequent audit findings)
Preparing the Schedule of Expenditures of Federal Awards
Internal Controls Over Federal Awards
The 12 Areas of Federal Award Compliance
Resources for Accounting, Reporting, and Auditing of COVID-19 Pandemic Relief Funds
Single Audit Resources
 

Intended Audience: This class is intended for staff responsible for federal program compliance and accounting staff.

Ethics for CPAs

  • Date: 9/13/2022
  • Track: Pre-Conference

This course has been approved by the Washington State Board of Accountancy as meeting the minimum requirements of WAC 4-30-132 for a 4-hour ethics course specific to the laws and rules applicable to the regulatory framework in Washington state.

Part One: How Economic Data Impacts Public Entity Investing Part Two: Constructing an Optimal Public Funds Investment Program and Investment Game

  • Date: 9/13/2022
  • Track: Pre-Conference

Part One: How Ecoomic Data Impacts Public Entity Investing

Every month a host of ecoomic data is released that impacts public entities and their investments. From Nonfarm payrolls and labor force participation to CPI and PCE inflation, there is a lot of information to understand and interpret. Then add to that understanding how the markets and the Federal Reserve will react to the data. In this session we will break down the major economic indicators, help understand what they tell us about the health of the economy, and discuss the impacts this data can have on the rates. We will also look at the Federal Reserve's current outlook and policy stance and how those are impacted by incoming market data. If you've ever wondered what factors influenced the yields of the LGIP and longer-term bonds, this session is for you!

Part Two: Constructing an Optimal Public Funds Investment Program and Investment Game

This session will review the process to structure an optimal investment program, including a cash flow analysis and sector selection. Participatns will gain an understanding of the process to prudently match risk and return objectives based on each component of your total investment portfolio. The Investment Game is designed to provide perspective on how cahnging interest rate (in various interest rate scenarios) coupled with portfolio maturity allocation can impact investment performance.

The Bottom Line: Risk Management for Finance Professionals to Include an Overview of Contractual Risk Transfer and Insurance Requirements

  • Date: 9/13/2022
  • Track: Pre-Conference

A successful risk management program has a positive impact on the bottom line! Don't let unforeseen events destroy your budget and leave you in the red! This 3-hour session will first explore the fundamentals to establishing an enterprise-wide risk management program. Presenter will highlight and discuss risk management principles addressing the risk management process, legal liability, and risk management techniques across a broad spectrum of areas including finance, operations, personnel, and facilities. After a quick break halfway through, the presenter will then work magic to Take the Mystery out of Insurance and Indemnity Requirements for Contracts, providing an overview of contractual risk transfer basics, discussing various types of insurance, insurance requirements, indemnification language, certificates of insurance, and additional insured endorsements.

Know Thy Team: A Primer on Team Management

  • Date: 9/13/2022
  • Track: Pre-Conference
In this four hour course you will learn:
  • Stages of team development-Understand how the stages of team development serve as a kind of map. In order to get where you want to go, you need a firm grasp on where you are right now. 
  • Common team dysfunctions-Define the most common team dysfunctions and understand how to address them. Unhelpful team dynamics can be resolved, and many destructive team dynamics continue needlessly.
  • Conflict management-Know how to resolve conflict so there is more peace within your team. Unaddressed resentments hurt the bottom line. There is already enough hardship in the very nature of your work.
  • Accountability-Holding yourself and others accountable to meaningful standards produces growth. Transformation is hard work, but it’s worth it.

The Connected Leader

  • Date: 9/14/2022
  • Track: General Session

 

 

•             Earn trust, respect, and loyalty from your teams and colleagues 
•             Learn specific communication techniques that will inspire action and cooperation, address conflict, and extract more value and productivity from your teams 
•             Seek and encourage healthy feedback 
•             Create a culture of open communication where people connect, grow, and flourish 

2022 Single Audit Update

  • Date: 9/14/2022
  • Track: Accounting & Internal Controls

The Single Audit Update will cover the following topics (subject to change by then – may include information on the new Act):
- First, I am going to cover a high level Overview of Uniform Guidance the Key Revisions that were issued last August
- Then I am going to cover some very important Special COVID-19 Awards Schedule of Expenditures of Federal Awards Reporting Requirements
- I will discuss the Single Audit Extensions
- And then I will wrap it up with covering our approach to Auditing COVID-19 Financial Assistance
- Finally, I have some great single audit Resources to share

Customer Class Dynamics: Strategies for Managing Both Large and Small Customers

  • Date: 9/14/2022
  • Track: Utility Management

Part 1) Finding Balance: Strategies for Managing Residential Growth and Paying Attention to Large Industrial Users (1 hr)

Increasing the capacity of your utility system is an expensive endeavor that can have a significant impact on customer rates. Serving additional customers within the utility’s existing capacity will prevent, or delay until necessary, costly expansion. Providing messaging, pricing, information, and resources to help customers use utility resources efficiently is an important part of making those resources last the longest and prevent costly expansion projects.

When system capacity increases are the only option, your utility should make sure that the customers causing the increase in capacity, fund those capacity improvements and manage the risk involved to protect the existing customers and the utility from the increasing cost to provide additional capacity to serve new customers.

Industrial customers, and specifically those related to electronic manufacturing, data centers, and crypto currency mining can place large water demands on the system and drive system expansion needs. There are utilities in the Northwest that have a single industrial customer that account for up to 40% of their water sales. The sudden loss or a significant reduction in water consumption could results in the need for a significant increase in rates for the remaining customers.

This part of the session will focus on how and why it is important to encourage water efficiency for residential customers and how to manage risk of providing service to industrial customers that have an inordinate demand on the system.

Part 2) Keeping Up with the Times: Strategies for Recovering Costs from Modern Development (1 hr)

Communities are searching for answers to the growth equation that reconciles established development policy while carefully addressing density and housing affordability. They are also looking for ways to effectively recover the costs of new development that are fair, consistent, and often times statutorily legal.

While residential development has historically consisted primarily of single-family homes and multi-family dwellings (e.g., apartments and condominiums), development trends have changed over time in response to the need for affordable housing options. Modern types of development that have become more prevalent include: accessory dwelling units (ADUs), mixed-use, tiny homes, single-resident occupancy units, and green/sustainable development.

With more diversity in housing development types, your utility must decide how to impose rates and system development charges (SDCs) on each to recover a proportionate share of costs. Some utilities have considered offering SDC reductions or incentives to help incentivize one form of development or the other, either proactively, or in response to developer requests.

This session will consider steps and strategies for establishing defensible rates and charges for a variety of different development types and will explore how cost recovery for modern development can differ from the rest of your customer base living in more traditional developments.

Workplace Ergonomics and Yoga Office Flow

  • Date: 9/14/2022
  • Track: Wellness Wednesday

Rick Goggins, CPE from LNI Ergonomics Services will walk you through setting up an ergonomically friendly workstation, both in the office and remote locations. Bring your questions and let Rick troubleshoot with you on your own office setup. Next, Tacoma based Expand Yoga will lead the class in an office yoga sequence that you can use everyday to increase strength and flexibility in the workplace.

OST Portfolio Update and Corporate Credit Strategy

  • Date: 9/14/2022
  • Track: Investments

Come learn about OST Investment strategies. The first part of the session will provide an update on the LGIP and core/SMA investments. The second half of the session will include a discussion on the management of corporate credit risk.

Cyber Payments Fraud

  • Date: 9/14/2022
  • Track: Banking

The only constant in fraud security is change. The magnitude of the threat is growing and criminals’ tactics continue to evolve. Outsmarting fraudsters and protecting your organization requires a new way to think about fraud. An integrated approach involves everyone in the organization, layers of fraud security, and technology-based tools.

Join the Wells Fargo, Umpqua & Columbia Bank Treasury Management teams to discuss the latest in fraud trends, along with essential strategies and best practices that organizations can implement to help protect themselves from fraud.

GFOA's Best Practices in Budgeting- Part 1

  • Date: 9/14/2022
  • Track: Budgeting

GFOA's Best Practices in Budgeting cover a wide variety of topics. Each part (of the two part session) goes over these individual best practices and includes practical examples on how to apply these practices to your own organizations. There are over 25 best practices in budgeting.

FEMA PA Program 101 - Disaster Assistance - Expediting Recovery Projects

  • Date: 9/14/2022
  • Track: Risk Management

FEMA PA Program 101 - Disaster Assistance-Expediting recovery projects

  • Emphasis: Lessons learned from the latest 6 disasters and navigating the FEMA Grants Portal
  • Additional emphasis - Project documentation, Funds accounting, SEFA reporting

Nutrition To Promote Digestive Health

  • Date: 9/14/2022
  • Track: Wellness Wednesday

Learn ways to improve eating to promote a healthy digestive tract and decrease inflammation through diet.

2022 SAO Audit Roundtable

  • Date: 9/14/2022
  • Track: Accounting & Internal Controls

Audit Management will share changes in SAO’s audit processes as a result of COVID-19 in addition to emerging areas of focus.   Attend this session so you will know what to expect during your next audit. 

Got Aging Infrastructure? Strategies for Funding Renewal and Replacement

  • Date: 9/14/2022
  • Track: Utility Management

Your local utility provides vital services that are necessary for safety, sanitation, and health for customers as well as the environment. This critical role provided by your utility is made possible through vast, sophisticated systems requiring significant infrastructure investments. As the infrastructure assets age, the daunting task of managing the assets prudently becomes increasingly important. Utilities across the U.S. are feeling the crunch with regards to asset management, specifically with renewal and replacement strategies. Renewal and replacement programs must be developed and maintained but difficulties are apparent, specifically related to the cost and management of the programs. This has been at the forefront recently given the post pandemic (COIVD-19) world where cost inflation is rapid and supply chain issues are commonplace. This session will explore the issues around managing the renewal and replacement of aging infrastructure. Additionally, the session will look at tactics and strategies related to mitigating negative impacts, planning for the future, and incorporating written policies to managing renewal and replacement actions for the long-term sustainability of your utility.

Considerations for Including Social Responsibility into your Investment Program

  • Date: 9/14/2022
  • Track: Investments

Participants will be given a comprehenseive overview of Environemtnal, Social, Governance (ESG) and Socially Responsible Investing (SRI) concepts. Despite maturity and growing interest in this topic, confusion remains over terminology, characteristics, and application. 

Participants will:

  • Gain clarity to the concepts of Environment, Social and Governance factors
  • Gain clairty fo Socially Responsible Investing
  • Learn how to incorporate these principles inot their portfolio

Banking Services - How to Change Banks

  • Date: 9/14/2022
  • Track: Banking

The Clark County Treasurer’s Office primary banking contract expired at the start of the COVID-19 pandemic. Despite many unknowns, the Treasurer’s Office embarked on a project to select a banking services provider, which ultimately lead to a successful transition to a new bank. Join us as we discuss the County’s journey from procurement to contracting; business process review to services redesign; and go-live to account decommissioning, as well as lessons learned along the way.  Get the perspective from both the Treasurer’s Office and J.P. Morgan.

Spoiler alert: The story ends with cost savings, structural efficiencies, and improved fraud prevention protections!

GFOA'S Best Practice In Budgeting- Part 2

  • Date: 9/14/2022
  • Track: Budgeting

GFOA's Best Practices in Budgeting cover a wide variety of topics. Each part (of the two part session) goes over these individual best practices and includes practical examples on how to apply these practices to your own organizations. There are over 25 best practices in budgeting.

Pandemic After Action Exercise

  • Date: 9/14/2022
  • Track: Risk Management

All of us have learned to expect the unexpected. Listen and learn how a small business used a proven and common planning method to survive and thrive in a post-pandemic business world. Every government agency, division, department or line of business can embark on their own journey to protecting against the impacts of future events.

Understanding Stress: The Good, the Bad and the Ugly (part 1)

  • Date: 9/14/2022
  • Track: Wellness Wednesday

In this two part interactive training you will find ways to make stress work for you instead of against you.

In session 1, we will focus on the different types of stress and how they can be good for us, or wreak havoc on our lives.

During session 2, you will learn assessment tools, as well as ways to cope with our day to day stressors through activities, meditation, breathing techniques and intention setting.

Payroll Internal Controls

  • Date: 9/14/2022
  • Track: Accounting & Internal Controls

Organizations spend much of their fraud prevention efforts in cash handling, but the Association of Certified Fraud Examiners reports payroll fraud is nearly as common in the government and public administration industry. Since payroll represents the largest expenditure category for most governments, it’s worth your time to evaluate and improve your internal controls over this key financial process.    Attend this session to learn about payroll internal control best practices, how to recognize the warning signs and red flags of common fraud schemes and the rewards of developing a strong internal control system and the risks if you don’t.  

May I Have Your Detention, Please: Strategies for Stormwater Rate Challenges

  • Date: 9/14/2022
  • Track: Utility Management

As stormwater management needs and the costs of meeting those needs increase, there are a number of innovative ways to secure rate increases and improve the fairness of your stormwater rate and credit structures. This session will present a number of these solutions for discussion. A case study will be provided to demonstrate how a city can successfully adopt proportional rates to fund the increasing cost of stormwater management. A high-level summary of typical monthly rates throughout the state will also be provided. Attendees will learn about various strategies to communicate the needs (and associated costs) of stormwater management to both elected officials and members of the public.

Back to Basics: Approaches to Developing Cash Flow Projections, Diversified Investment Strategies and Earnings Projections

  • Date: 9/14/2022
  • Track: Investments

Over the last two years, public entities have experienced major changes to their cash flow due to COVID, stimulus funds, and economic changes. During this session, we will introduce and explore key considerations in developing cash flow projections, investment strategies for different types of funds (including bond proceeds) and earnings projection analyses.

Merchant Services & Electronic Payments

  • Date: 9/14/2022
  • Track: Banking

Title:  Why Is Accepting Electronic Payments So Difficult? A Practical Approach to Managing the Process

Course Description:  The proliferation of Electronic Payment acceptance is morphing, by doing so creating additional complexities, growing the number of vendors, and increasing reconciliation challenges. No longer is it “credit cards only through a single terminal.” If that wasn’t complex enough to manage, now there are different types of electronic payments to accept, different types of payment channels to receive payments through, and doing both while trying to align through the scope of PCI – yikes! No worries, this session will offer tactical steps to evaluate and consider how to best manage merchant services and your electronic payment process. It will be a combination of best practices, active sharing, and discovery of steps attendees can carry back to their own organizations

GFOA's Distinguished Budget Awards Program - Part 1

  • Date: 9/14/2022
  • Track: Budgeting

GFOA's Distinguished Budget Awards Program has almost 1,800 participants and 500 reviewers. This popular awards program from the GFOA incudes 25 criteria.

This session is broken out into two parts, each part will cover the individual criteria and provide examples on how to achieve an outstanding budget.

You do not have to be a budget award participant or reviewer to learn from this class.

Intro to Emergency Managment

  • Date: 9/14/2022
  • Track: Risk Management

An overview of the IMT/Emergency Management interface with an emphasis on the role of finance.

Understanding Stress: The Good, the Bad and the Ugly (part 2)

  • Date: 9/14/2022
  • Track: Wellness Wednesday

In this two part interactive training you will find ways to make stress work for you instead of against you.

In session one, we will focus on the different types of stress and how they can be good for us, or wreak havoc on our lives.

In session two, you will learn assessment tools, as well as ways to cope with our day to day stressors through activities, meditation, breathing techniques and intention setting.

Leases/SBITA

  • Date: 9/14/2022
  • Track: Accounting & Internal Controls

Come learn the common implementation questions for the NEW 2022 lease accounting requirements. Topics include:

  • Where can I find implementation resources?
  • What will change on my financial statements and in the notes?
  • How will I report on my annual report and Schedule 09?

Plus getting ready to include software leases in 2023.

Panel Discussion: Externalities and Their Impacts on Rates and Decision Making

  • Date: 9/14/2022
  • Track: Utility Management

Utilities are directly impacted by a variety of externalities, most of which put cost, funding, and service pressures on the organization and customers. Our panel will share what their financial strategies and actions have been to meet externalities head-on, including: climate change, cyber security threats, demand shifts, regulatory/detection drivers, growth/development impacts, customer/class influences, supply chain disruptions, inflationary pressures, and the increasing cost of materials. Panelists will include finance directors from local cities and special purpose districts.

Demystifying Real Time Payments

  • Date: 9/14/2022
  • Track: Banking

Title - Demystifying Real Time Payments. What the first new payment system in 40 years means for State Governments

Description - RTP, Venmo, Zelle, FedNow, RfP - What do all these acronyms mean and how will the movements towards the first new payments method in 40 years affect State Governments and their constituents. This session will explore what real time payments are, how they currently work in the banking system and what's coming down the road in the future.

2023 Inflation and Interest Rate Outlook: From Pandemic to Recession?

  • Date: 9/14/2022
  • Track: Investments

Monetary and fiscal policies to combat COVID19 along with supply chain disruptions have ushered the highest inflation level in 30 years. The job of restraining inflation while avoiding a recession remains to be seen, but the current inverted yield curves suggest the Fed may be getting closer to tipping the economy over the edge. Details will be given as to why the current economic backdrop does not present an inflationary threat similar to that in the 1970s. Also a historical framework for understanding when, how and why the current inverted yield curve will leave to the next recession will be provided.   

GFOA's Distinguished Budget Awards Program- Part 2

  • Date: 9/14/2022
  • Track: Budgeting

GFOA's Distinguished Budget Awards Program has almost 1,800 participants and 500 reviewers. This popular awards program from the GFOA incudes 25 criteria. 

This session is broken out into two parts, each part will cover the individual criteria and provide examples on how to achieve an outstanding budget.

You did not have to be a budget award participant or reviewer to learn from this class.

ANSI-certified Emergency Management Accreditation Program (EMAP)

  • Date: 9/14/2022
  • Track: Risk Management
The Emergency Management Accreditation Program (EMAP) evaluates plans, policies, and procedures to gauge compliance with standards considered as the baseline performance criteria for emergency management programs. 
  
There are 64 standard areas within the overall Emergency Management Standard; compliance with all of them is required for accreditation.  They range from finance and administration, to hazard identification, to planning, to resource management, to training, to public outreach and more.  There is a heavy focus on financial and administrative processes and procedures before, during, and after disasters. This includes requesting, managing, and applying funds in emergency situations, delivery of financial assistance and cost recovery, management of goods, materials, and financial resources, addressing gaps through the budget process. 
  
EMAP Accreditation is requires the work of many coordinated entities such as Finance, Human Resources, Human Services, and Law Enforcement, not just Emergency Management Offices or Departments. Emergency management programs interested in seeking accreditation conduct self-assessments to compare current policies and procedures against the industry standard.   
  
This session will help financial program managers understand how finance and administration policies and practices play into a program’s EMAP eligibility, and learn how agencies and organizations can work more closely with their emergency management organizations. 
  
King County was accredited in July 2022. This is King County’s second accreditation, having been originally accredited in 2017. King County is one of 106 accredited programs nationally, joining the City of Seattle, Pierce County, and Washington State as locally accredited programs.  King County is one of only 31 county level programs currently accredited in the US. 

Department of Retirement (DRS) - Overview of State Pension Funding in Washington

  • Date: 9/15/2022
  • Track: General

The presentation will provide an overview of the state of pension funding in Washington, including projections of contribution rates as the unfunded liability associated with PERS Plan 1 is paid off. The will also be a discussion of the efforts DRS is making to improve retirement readiness and financial wellness education for all employees, including resources for employers that can be used in the onboarding, offboarding and retention processes.

Economic Update 2022

  • Date: 9/15/2022
  • Track: General Session

Budgeting 101

  • Date: 9/15/2022
  • Track: Small Entities

Budgeting 101 for smaller, cash-basis entities

2022 GASB Update

  • Date: 9/15/2022
  • Track: Accounting & Internal Controls

The GASB is back to provide an update on projects and current and upcoming standards. There are several projects on the GASB’s current technical agenda which potentially have far reaching ramifications for Washington entities. Lisa Parker will give an overview of the GASB pronouncements that will become effective in the upcoming fiscal years. Plus, discover some of the projects on GASB’s current technical and research agendas.

Figuring out Financing: Bonds For Beginners

  • Date: 9/15/2022
  • Track: Debt Management

This course will cover the basics of a financing: the roles and responsibilities of your financing team, timing of when to get the team together, and will outline the differences between a public bond sale and a private placement with a bank, including a run-down of the documents required for each type of financing and disclosure requirements for after the financing has closed. We will discuss how to evaluate when refunding existing debt makes good sense, and will also cover the basics for looking for other types of funding, including USDA, SRF, and LOCAL program debt.

Public Works Procurement and Contracting

  • Date: 9/15/2022
  • Track: Purchasing & Contracting

This session will provide an overview of the requirements for public works contracting and the related processes that require agency attention. It is recommended for any agency employee who wants to get familiar with public works contracting.
Educational Objectives
During this session, information will be presented on:
• Contracting requirements regarding public works and prevailing wages,
• Bidding thresholds for various contracting methods,
• Processes for these contracting methods, including use of the small works roster,
• Exemptions from competitive bidding, special conditions and emergencies, and
• Other considerations that guide contracting decisions.
Who Should Attend?
Anyone who needs awareness of public works contracting-related processes.

Like It or Lean It? Decide Using Lean Methodology

  • Date: 9/15/2022
  • Track: Lean/Leadership

Life is full of decisions. This session will help you make better decisions using Lean Methodology in your everyday work as well as when facing bigger organizational challenges.  It starts by reviewing basic Lean Principles and then moves to describing the use of various Lean tools that help clarify the current situation and uncover future possibilities.  Maybe the answer is using a simple Lean tool to make a small modification to your current state OR expanding your knowledge of Lean to utilize a power tool making a big leap into a future state that achieves benefits your current state cannot.  This interactive session selects one Lean tool to describe, then shares a real-life example followed by structured time for attendees to learn from each other before moving onto the next tool description.  If you think the world of finance is only about numbers, this session will broaden your perspective and demonstrate how fun the world of Finance Officers can be when you apply Lean methodology. 

GFOA Federal Legislative Update

  • Date: 9/15/2022
  • Track: Legislative Update

Emily Brock, Director of GFOA's Federal Liaison Center, will provide an update on current federal legislative issues and other topics of interest to local governments. 

Tax Fraud in Washington Businesses - Past-Present-Future

  • Date: 9/15/2022
  • Track: General

We will discuss how Washington DOR has tackled fraud in Washington businesses by looking at the past, present and taking a look at the future of where the most likely problems will come from.

2022 BARS Update Cash

  • Date: 9/15/2022
  • Track: Accounting & Internal Controls

Cash Governments - Join the Office of the Washington State Auditor for past, current, and future accounting and reporting updates that effect Cash Basis BARS Governments, annual report filing, and more!

State Legislative Update for 2022

  • Date: 9/15/2022
  • Track: Legislative Update

The 2022 Legislature accomplished much during the short session and supplemental budget year. Find out how local governments fared. Learn what you can do now to prepare for the 2023 session.

Rating Agency Update

  • Date: 9/15/2022
  • Track: Debt Management

Representatives from S&P Global Ratings and Moody's Investors Service will provide updates regarding current ratings methodologies; environmental, social, and governance (ESG) considerations; and other credit trends relevant to Washington debt issuers.

Cooperative Purchasing

  • Date: 9/15/2022
  • Track: Purchasing & Contracting

Have you found a contract from another governmental agency that looks like it has a product or service that would fit a project for your agency? Local government agencies may use another agency's contract for purchases or public works, a process known as “piggybacking.” This session will provide an overview of what factors to evaluate when considering the “piggybacking” process for your agency.
Educational Objectives
During this session, information will be presented on:
• How to evaluate ABCs: Adaptability, Benefit, and Compliance elements of piggybacking
• Examples of unique piggybacking choices
• How piggybacking can create utilization opportunities with diverse and small business
• Frequent questions that arise regarding piggybacking
Who Should Attend?
Anyone wanting to better understand situations when utilizing piggybacking as an exception to public bidding can be great tool for local governments.

Tactics, Techniques and Tips: Personal Lean Insights

  • Date: 9/15/2022
  • Track: Lean/Leadership

Are you in need of a good idea?  Something new or maybe one you heard in the past but forgot.  This fast paced session will present ideas and quotes collected from various local governments explaining what they learned applying Lean to improve their work processes: things that worked from the start and a few cautionary tales about what didn’t work until adjustments were made.  Because Lean is a principle-based methodology, it allows the user flexibility in their approach, size of the project scope and the pace of change. Hearing stories from a wide-variety of experiences will help determine YOUR best approach how to apply Lean in your particular situation.  The session will end with a Lean Black Belt and Financial Technical Expert answering audience questions.

Finance Basics for Small Cities

  • Date: 9/15/2022
  • Track: Small Entities

Session will cover the basic finance activities, reporting, and compliance requirements in smaller local governments.

Bonding Bad: What Can Go Wrong in a Bond Financing

  • Date: 9/15/2022
  • Track: Debt Management

This session will address past bond transactions in Washington that went bad, and why. We will briefly review state law, securities law, and tax law, and how issuers can remain in compliance, as well as common red flags to identify and avoid.

2022 BARS Update GAAP

  • Date: 9/15/2022
  • Track: Accounting & Internal Controls

GAAP Governments - Join the Office of the Washington State Auditor for past, current, and future accounting and reporting updates that effect GAAP Basis BARS Governments, annual report filing, and more!

Best Practices with American Rescue Plan Act funds

  • Date: 9/15/2022
  • Track: Legislative Update

Understand how you can use federal American Rescue Plan Act (ARPA) funds to respond to impacts from the COVID-19 emergency and move your community forward. Hear from a panel of local governments on how they have used funds to drive innovation and set their community on a path to recorvery and success. Learn about ideas for use in your community and hear about AWC's latest research.

Top Level Request for Proposals and Request for Qualifications

  • Date: 9/15/2022
  • Track: Purchasing & Contracting

This course will review competitive processes completed through the request for proposals and request for qualifications process.  Items to be discussed is legal requirements, review process, and award of a contract. 

Leadership Isn't Your Title; It's Your Ability To Get Stuff Done

  • Date: 9/15/2022
  • Track: Lean/Leadership

Just like a strong building needs a solid foundation, improvement projects need an effective leader (or a team of leaders) to establish the project, manage the work, and get stuff done regardless of their job title.  In this session, the City of Tacoma Continuous Improvement staff will share lessons from their experiences leading work without being leaders.  Examples will come from their work with the Tacoma Police Department on a diverse portfolio of anti-racitst transformation projects.

Restricted Revenues

  • Date: 9/15/2022
  • Track: Small Entities

Session will go over common restricted revenues of cities and spending restrictions for each type of restricted revenues.

The Shift to Website Based Budget Books (Transparency and the GFOA Award)

  • Date: 9/15/2022
  • Track: General

This session will provide an overview on how (and why) communities are shifting away from the typical approach to display their budget: Word + Excel = Static PDF. Rather, opting for an automated, user-friendly, and interactive web-based version. Don Palmer (longtime Finance Director & GFOA reviewer) will speak to the importance of transparency, and what his shift to a Digital Budget Book has done for his community.

Credit Card Internal Controls

  • Date: 9/15/2022
  • Track: Accounting & Internal Controls

Credit cards are an integral part of many governments’ procurement process because they provide a convenient, cost-effective alternative to processing volumes of purchase orders and invoices. However, with this convenience and efficiency comes increased risks of inappropriate purchases and fraud. Credit card fraud jumped by 107 percent from 2019 to 2020, and a Federal Trade Commission Annual Study estimated that 76 million credit card numbers were for sale on the dark web in 2021. In this session, you’ll learn about credit card rules and requirements, internal control best practices, common exceptions and fraud risks that will keep your credit card program from becoming your frenemy. 

Municipal Bond Market Update and Other Hot Topics

  • Date: 9/15/2022
  • Track: Debt Management

This session features market experts who will provide insight on what has transpired in the capital markets in 2022 so far, and what may lie ahead.

Developing an Equity in Budgeting Strategy

  • Date: 9/15/2022
  • Track: Legislative Update

Learn about the City of Tacoma budget strategies to include public engagement from some of the most underrepresented communities in the city.

  • Identify common opportunities and challenges of an equity-based budgeting strategy
  • Learn about new resources and tools to increase inclusiveness in public engagement
  • Consider your local government’s opportunity to advance inclusive investments in underserved communities
  • Help your elected officials collaborate with others to develop equity-based priorities in the budget process

Strategic Procurement Planning

  • Date: 9/15/2022
  • Track: Purchasing & Contracting

Session will cover strategic acquisition of goods and services and show how the planning process around procurement can provide efficiency and cost savings for your organization. 

Simplify Your Life, Enjoy Your Job, and Improve Your Health with Lean Thinking

  • Date: 9/15/2022
  • Track: Lean/Leadership

As we experience yet another transition, stress increases while we navigate the unclear expectations and ever-changing demands of our unknown future working world.  As a Lean Specialist, I’ve learned how to implement controlled change in work processes with great results.  However, managing personal stress during change in this uncontrollable world is a very different challenge.  By applying some of the same process improvement principles to your everyday life, you too can decreases personal stress, improve your well-being, and find the joy that life has to offer all of us.  This session will not solve your big problems.  Instead it offers actionable steps on how to simplify your life through small changes which just might be the key to unlocking the solutions to those bigger problems that are troubling you. 

Key Financial Policies

  • Date: 9/15/2022
  • Track: Small Entities

Session covering essential financial policies for small/medium-sized local governments.

Unclaimed Property 101

  • Date: 9/15/2022
  • Track: General

Basics of unclaimed property, Washington law updates and best practices with Q&A session.

New Initiatives from GFOA: Tools and Resources to Better Serve Your Organization

  • Date: 9/16/2022
  • Track: General Session

Let It Go, Just Let It Go

  • Date: 9/16/2022
  • Track: General Session

The stress reduction keynote titled Let It Go, Just Let It Go is both entertaining, yet informative. Recent surveys report more than half of our employees hate their jobs. The number one reason cited is the stress associated with today's business environment. Having spent twelve years as CFO and CEO of Hospitals, Kent Rader has experienced this stress first hand. This keynote program takes participants on a journey they won't want to end. It begins by showing participants the origins of stressful feelings and how humor is a proven tool in combating these feelings. Kent offers practical ways to include more humor in your life, along with stories that are guaranteed to make you laugh.

Fighting Fraud Friday

  • Date: 9/16/2022
  • Track: Fraud

Join the Office of the Washington State Auditor for their annual recap of fraud investigations and lessons learned for governments. Also learn about the importance of setting up your fraud-fighting-processes to work well in “easy times” so you have a solid foundation during major disruptions.  

Year in Review: SAO Tells the Story of 2021 Through Statewide Financial Statement Data

  • Date: 9/16/2022
  • Track: General

Join the State Auditor’s Office for an overview of fiscal year 2021 through the point of view of Washington’s statewide local government financial data. Attending this session, you’ll get to join our data experts as they dive into statewide data and draw observations to answer the question, “what happened,” in 2021. You can expect conversations about what the data has to say about: 

   - State- and industry-wide revenue and expenditure trends 

   - The fiscal health of our state’s state local governments 

   - Common reporting errors and what to look out for in your financial data 

Learn How Effective Portfolio Management Structure Can Improve Your Organizations Long-term Objectives. It Does Matter How You Invest!

  • Date: 9/16/2022
  • Track: Investments

The goal of this session is to highlight the key aspects of an effective portfolio management process to best manage your internal program and oversee your externally managed program. The focus will be on investment portfolios outside the LGIP. We will also include an economic and market update as we continue to operate in unusual times in many ways. Please come prepared to engaged with your comments, experiences and questions. 

GAAP Conversion to Government Wide

  • Date: 9/16/2022
  • Track: Accounting & Reporting

This session will go over the processEric  of converting the GAAP fund statements to the government-wide statements.

Property Tax

  • Date: 9/16/2022
  • Track: Property Tax

Overview of property tax rules in Washington State.

Financial Responsibilities in Cybersecurity

  • Date: 9/16/2022
  • Track: Fraud

From phising and other vulnerability to ransomware and data breaches, local governments are increasingly becoming victims of more sophisticated, and complex cyberattacks. And the amount of damage these attacks cause is growing too. As a leader in your government, you have a role to play in the fight against cybercrime. It's important that you understand your government's cybersecurity maturity level, the risks your government faces, and how incremental investments in cybersecurity safeguards can help improve your cybersecurity posture. In this presentation, we'll look at the key elements of a cybersecurity assessment and how you can use this assessment to create a strategic roadmap for future technology needs and budgeting. We'll also discuss third-party contracts with technology vendors.

Hiring Tomorrow's Leaders Today

  • Date: 9/16/2022
  • Track: General

In this presentation, discussion will take place on the importance of emotional intelligence in the workplace. How the workforce has evolved and the importance of finding future leaders with high emotional intelligence. Strategies will be given for hiring, succession planning, and maintaining employees

At the end of the presentation attendees should be able to:

  • Define emotional intelligence and empathy and describe how it impacts organizational operations 
  • Employ tools to identify emotional intelligence in people
  • Implement programs to build empathy and perspective to expand on your team’s development
  • Evaluate an organizations recruitment and retention process

Public Funds Investing Made Easy 2022

  • Date: 9/16/2022
  • Track: Investments

With interest rates on the rise recently, you may be looking more closely at your entity's funds and if they're being invested prudently. But what if you have no experience with investing public funds? How do you even know where to begin? With this session! Outside of short-term and liquid investments like the LGIP, public entities will primarily invest in bonds. In this session we will break down the basics of bonds, how they're structured, and how they work as an investment for public entities. We we will break down premiums and discounts, callable and non-callable bonds and so much more in this jargon-free class geared towards improving your understanding of investing your entity's funds. 

GAAP Conversion to Government Wide Continued

  • Date: 9/16/2022
  • Track: Accounting & Reporting

This session continues on with process of converting the GAAP fund statements to the government-wide statements.

Property Tax - continued

  • Date: 9/16/2022
  • Track: Property Tax

Overeview of property tax rules in Washington State.