Sessions

Comprehensive Review of the Public Fund Investment Program

  • Date: 9/12/2017
  • Track: Investments

A comprehensive review of the public fund investment program

It is always important to periodically step back and review your overall investment program.   This 8 hour pre-conference session will be a comprehensive overview of a GFOA best practice regarding all facets of public fund investing.  Be prepared to review your internal practices and strategic approach to making investment decisions.  Key elements are transparency, communication, risk management and reporting.

Morning Session:  Nuts and Bolts of the public fund Investment Program

  • Investment Policy
  • Investment Procedures
  • Bond Proceed Investing
  • Counterparty relationships

    Afternoon Session:  Strategic Development for a Balanced Investment Program

  • Determining Liquidity and Core Fund Investment Components
  • Portfolio Strategies for Managing Risk and Return
    • Duration
    • Term Structure
    • Sector Allocation
    • Security Selection
  • Benchmark Development and Implementation

Pre-Conf Payroll 2017

  • Date: 9/12/2017
  • Track: Pre-Conference

Public Funds Investing Made Easy

  • Date: 9/13/2017
  • Track: Investments

2017 Payroll 1

  • Date: 9/13/2017
  • Track: Human Resource Management

Basics of Investment Accounting

  • Date: 9/13/2017
  • Track: Investments

This course will provide a basic overview of how to account for an investment through its life-cycle, for both Cash-basis and GAAP preparers.  We will cover the initial purchase, year-end adjustments, and the sale of the investment.

Agency Strategy

  • Date: 9/13/2017
  • Track: Investments

2017 Payroll 2

  • Date: 9/13/2017
  • Track: Human Resource Management

2017 Financial Statement Preparation Helpful Hints

  • Date: 9/13/2017
  • Track: Public Finance

This is a repeat of the popular session first presented at the Spokane Conference.   Common financial statement preparation pitfalls are highlighted, with illustrative real life examples.  Recommendations and hints are provided to ease financial statement preparation.

Portfolio Structures for Different Environments

  • Date: 9/13/2017
  • Track: Investments

Navigating the fixed income market can be a difficult task with many different options available to investors. This session will analyze which duration distribution, optionality, credit exposure, and coupon structure work best in your portfolio for certain market environments.

2017 payroll 3

  • Date: 9/13/2017
  • Track: Human Resource Management

Know your L&I Financial Incentive Programs

  • Date: 9/13/2017
  • Track: General

Summary:   Know your L&I Financial Incentive Programs and how to Create a Return-to-Work Culture.

Stay at Work Program:  You may qualify for wage and expense reimbursements for providing your worker transitional or light duty work while under temporary restrictions. The benefits include:

  • Wage reimbursement - Base Wages (50%) paid for hours worked (up to $10,000)

  • Reimbursement for some of the cost of training, tools or clothing the worker needs to do the light-duty or transitional work (up to $2,500 for equipment; $1,000 for training; and $400 for clothing per claim)

Preferred Worker Program: You may qualify for wage and expense reimbursements as well as a continuous employment benefit when you provide your worker with a medically approved long term job while under permanent restrictions. The benefits include:

  • Financial protection against subsequent claims during the preferred worker certification period

  • Premium relief (for how long)

  • Wage reimbursement

    • Base Wages (50%) for hours worked (Up to $10,000)

    • Clothing necessary to perform job (Up to $400)

    • Tools and Equipment necessary to preform job (Up to $2,500)

  • Bonus incentive for 12 months of continuous employment (Up to $10,000)

Overall Portfolio Stategy

  • Date: 9/13/2017
  • Track: Investments

Pension/OPEB Update

  • Date: 9/13/2017
  • Track: Accounting & Reporting

Gossip: A tribe survival behavior

  • Date: 9/14/2017
  • Track: Management/Leadership

This session is about the fact that gossip is not going to go away.  We gossip to share how we see others in relationship to safety, danger, trustworthiness and desirability and more. We gossip as a tribe survival behavior. We gossip to protect ourselves or to guarantee another can be trusted.  However, gossip can be very harmful and negative because people distort things and often misunderstand others.  Learn how to share insights on gossip at work which may inspire co-worker to be more responsible regarding their own gossip behaviors. Learn how to redirect gossip andven use it to your advantage.

Success Resources: Presence, Energy, Intention, Commitment

  • Date: 9/14/2017
  • Track: Management/Leadership

Are you ready to move from “Automatic Pilot” and “Instant Replay” to powerful, new operating systems? Learn about the four resources of presence, energy, intention and commitment and how they can dramatically transform your life.  Each of these states when mastered changes your ability to successfully navigate in your world. We will explore with remarkable questions, collaborative insights, and valuable strategies!

2017 State Legislative Update

  • Date: 9/14/2017
  • Track: Legislative Update

Hear what happened in the 2017 legislative session.  Learn what finance issues may impact your entity. Hear about legislative action on priority issues for local governments, inlcuding public records, property taxes, business licenses, and telecommunications.

Trust Perspective and Choice

  • Date: 9/14/2017
  • Track: Management/Leadership

Trust is a perspective and a choice that comes with life experience and a way of orienting to the world.

Some work environments have low trust due to poor interpersonal practices.  Other work environments are proactive and always look to increase trust.  You will be more able to inspire and respond to trust and to create more trust in the environments, from personal to professional.  You will learn skills such as “reframing” and “Mirroring”.  You will also learn winning communication practices which allow you to create interpersonal trust and be seen as trustworthy

Streamlining Business Licenses

  • Date: 9/14/2017
  • Track: Legislative Update

Legislation requiring cities to streamline business licensing passed in the 2017 legislative session (EHB 2005). One of the provisions requires cities to partner with the state Business Licensing System by 2027 or to choose to partner with FileLocal for business license administration by 2020. Learn about your options to join these systems, next steps to implement, and other projects related to recommendations of the 2016 DOR task force on business licenses and taxes.

Introduction to Lean

  • Date: 9/14/2017
  • Track: Leadership

Does it feel impossible to get your work ? Or to get it done well or one time? Is it actually impossible to take on more work or a project that you know would be extremely valuable because you don't have the time? Lean can help!

This class will provide an introduction to Lean - its purpose, basic principles, tools, and application.

Lean Culture

  • Date: 9/14/2017
  • Track: Leadership

Improve your workplace culture using Lean!  This session will focus on mindset, leadership and environment to create a better workplace.

Keynote Garrison Wynn

  • Date: 9/15/2017
  • Track: General Session

Risk Management

  • Date: 9/15/2017
  • Track: Risk Management

Controlling risk management from a Finance Perspective
 

Garrison Wynn Breakout 1

  • Date: 9/15/2017
  • Track: Leadership

Garrison Wynn Breakout 2

  • Date: 9/15/2017
  • Track: Leadership