2023 Annual Summer Conference

Conference Program

 

MDGFOA Summer Conference Agenda 

Wednesday, June 14, 2023

1:00 pm – 2:40 pm: Getting UP! Supercharging Your Energy (2 CPE)

• Speaker: Greg Conderacci, Business Learning Institute, AICPA & CIMA
• Description: Accomplish more in less time. Reduce stress. Balance your career and lifestyle. Greg Conderacci, author of Getting UP! Supercharging Your Energy, can help you, your team or your company dramatically increase performance. Former Wall Street Journal reporter, chief marketing officer and non-profit entrepreneur, he brings you the same skills he teaches at a top graduate school and Fortune 500 companies. Lots of people promise better performance…Greg proves it. Using his energy techniques, in 2015 he rode a bicycle across America in just 18 days — averaging 150 miles a day. Not bad for a 66-year-old with a heavy training, consulting and teaching schedule! What could you do with that kind of energy?

2:40 pm – 3:00 pm: Break

3:00 pm – 4:40 pm: Getting UP! Supercharging Your Energy (2 CPE)

• Speaker: Greg Conderacci, Business Learning Institute, AICPA & CIMA
• Description: Same as above.

Adjourn

Social Events

7:00 to 9:30 PM

After-hours: Fager’s Island with M&T Bank and Wilmington Trust. Link to register: mdgfoafagersislandeventcopy.splashthat.com/

 

Thursday June 15, 2023

8:00 am – 8:05 am: Welcome and Introductions

• Speaker: Rob Burke, President, MDGFOA  

8:05 am – 8:55 am: Accounting Trends and Current Issues (1 CPE)

Speaker

• Bill Early, Principal, CliftonLarsonAllen, LLP
• Remi Omisore, Principal, CliftonLarsonAllen, LLP

Description

• This session will discuss trends and current issues in the accounting and audit profession that have direct effects on governmental entities.

8:55 am – 9:10 am: Break

9:10 am – 10:00 am: Government Finance Officers Association (GFOA) Goals and Mission (1 CPE)

Speaker

• Laura Allen, President-Elect GFOA, Budget Analyst III, Capital Budgeting, Maryland Department of Budget and Management

Description

• This session will address current topics related to GFOA goals and mission for the upcoming year.

10:00 am – 10:50 am: Fraud Awareness and Protection: Don’t Let the Bad Guys In (1 CPE)

Speaker

• Natalia Santiago, Senior Vice President and Claims Manager, McGriff, a part of Truist Insurance Holdings Inc
• Chris Scott, Senior Vice President, Truist Bank;
• Eric Webb, Senior Technical Product Consultant, Truist Bank

Description

• This session will educate attendees on; (1) Actions taken by the bad guys to fool clients (2) Social-engineering (3) How clients are easy target for data breach (4) Importance of Cyber/Crime policies. (5) provide insight on what are some preventive measures government institutions can adopt to protect themselves against cyber fraud.

10:50 am – 11:05 am: Break

11:05 am – 11:55 am: The Maryland Time to Care Act of 2022 (1 CPE)

Speaker

• David Johnson, Vice President of Bolton Health

Description

• Maryland’s recently enacted Time to Care Act of 2022 (TTCA) is expected to have a significant impact on local employers. Join David Johnson, Vice President of Bolton Health, for an overview of the new law and insight on how employers can begin to prepare for its implementation.

11:55 am – 12:45 pm: Transforming Receivables in a Digital World (1 CPE)

Speaker

• Lexi Custis, Treasury Management Sales Consultant, Wells Fargo
• Linda Ginty, Director, Treasury Management Consultant, Wells Fargo

Description

• This session will explore new banking technologies and the digital transformation of information in order to maximize operational efficiency.

12:45 pm – 1:15 pm: Networking Reception

1:15 pm – 2:20 pm: Lunch

2:20 pm – 3:10 pm: Exploring Environmental, Social, and Governance Strategies for Public Pensions (1 CPE)

Speakers

 

• Donald Grant, Senior Managing Consultant, PFM Asset Management, LLC
• Floyd Simpson III, Director, PFM Asset Management, LLC

Description

• This session will provide attendees with a deeper understanding of what is ESG or Socially Responsible Investing, methodologies utilized by investment managers to incorporate it within their strategies, and how other public pension plans have incorporated it into their investment programs.

3:10 pm – 3:30 pm: Business Meeting

Adjourn

Social Events

6:00 PM – 8:00 PM 
Beach BBQ - Location: Hibiscus Garden

8:00 to 10:00 PM

Ed Bianchi Irish Coffee & Dessert Party with Bank of America
Location: Golden Sands, Atrium Ballroom (22nd Floor)

 

Friday, June 16, 2023

9:00 am – 9:50 am: Economic Update (1 CPE)

Speaker

• Tom Barkin, President of the Richmond Fed

Description

• This session will give an overview of recent trends in the economy and what to expect for the remainder of 2023. The presentation will cover the underlying dynamics of current state of the economy and include a discussion of the impact of recent fiscal policy on consumers and businesses. An assessment of the outstanding risks, including issues in the banking industry and the likelihood of a recession, will also be presented.

9:50 am – 10:00 am: Break

10:00 am – 10:50 am: Building Resilience using Ethics in an AI World (1 CPE)

Speaker

• Karl Ahlrichs, SHRM-SCP, CSP, Business Learning Institute, AICPA & CIMA

Description

• Getting ethics right is a big deal, and resilience requires comfort in making tough decisions.  Governmental Finance and Accounting professionals often feel alone in maintaining high standards for their organization.  This facilitated discussion goes beyond a lecture on ethical principles – it includes case studies that offer participants “real time” practice in resolving dilemmas, with participants sharpening their critical thinking skills. Participants will learn and practice effective tactics for keeping their values and ethics aligned with goals of their organization and reduce their fears in “do the right thing” in situations that require resilience.

10:50 am – 11:10 am: Break

11:10 am – 12:00 pm: Transparency and Fraud in Government Organizations (1 CPE)

Speaker

• Karl Ahlrichs, SHRM-SCP, CSP, Business Learning Institute, AICPA & CIMA

Description

• This presentation will explore the latest trends in fraud facing governmental organizations today, including the types of fraud schemes that are most prevalent in governmental agencies.  Using data from the ACFE 2022 Report to the Nations, we will discuss two high-value targets that fraudsters often go after, namely expense reports and financial reports, and how fraud can be prevented. Overall, this program will provide attendees with the fundamentals of a transparent culture, and a comprehensive understanding of the latest trends and tactics in fraud prevention and equip them with practical strategies to mitigate fraud risk in their organizations

 

12:00 pm – 1:30 pm: Lunch

Adjourn

 

Please note, registration will close on June 5th, 2023. If you need to register any additional attendees, please contact mdgfoa@mdgfoa.org

Guest Registration

If you are interested in having guests join for meals, they can be registered here: https://mdgfoa.app.neoncrm.com/np/clients/mdgfoa/event.jsp?event=2721&

Hotel Reservation Information

The Ashore Resort & Beach Club has been sold out. There are several other options in the area.

Carousel Oceanfront

Princess Royale Oceanfront Resort

Comfot Inn Ocean City

The Ashore Resort & Beach Club (Previously the Clarion Resort Fontainebleau Hotel) no longer owns the condos.