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Tuesday, November 13, 2018 (Contintued) Pre-Conference Sessions

Pre-Registration Required 8:00 AM – 10:00 AM Beginning Excel (Limit 50) Track: Pre-Conference Level: Basic Description: This session is an introduction to features of Excel that simplify working with data in nearly any workbook. You can use these features to help build your speed and confidence with Excel and present your data more professionally! Topics include: • Shortcuts • Color-coordinate worksheet tabs • Move and copy worksheets • Create a simple data connection • Freeze rows and columns • Remove duplicate values • Fill blanks • Name ranges • Make tables quickly • Conditional formatting • Data validation The class format is an instructor-led training with example Excel workbooks to follow along in. Speaker(s): Logan Priess, IT Training Specialist, City of Boulder, CO Moderator: Lore Nusser, Accountant – Accounts Payable & Capital Assets Supervisor, City of Westminster 8:30 AM – 12:00 Noon CPFO Exams – Register through GFOA 10:15 AM - 12:00 Noon Intermediate Excel (Limit 50) Track: Pre-Conference Level: All Description: This session introduces some of the most important data analytics and manipulation tools in Excel: lookup, logical, and nested functions. These tools provide powerful functionality that can create search boxes, combine data sets, and define specific criteria for analyzing data. Topics include: • VLOOKUP • IF, AND, OR • Nested functions The class format is an instructor-led training with example Excel workbooks to practice in. Speaker(s): Logan Priess, IT Training Specialist, City of Boulder Moderator: Lore Nusser, Accountant – Accounts Payable & Capital Assets Supervisor, City of Westminster

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Tuesday, November 13, 2018 (Contintued) Pre-Conference Sessions

Pre-Registration Required 10:15:AM – 3:15 PM FIRO (Fundamental Interpersonal Relations Orientation) $75.00 with pre-registration and testing required (Limit 20) Track: Pre-Conference Level: All Description: The FIRO (Fundamental Interpersonal Relations Orientation) assessments can be used to improve already good, functional relationships, unlocking potential in workplace interactions, or give people tools they might need to repair a broken relationship. The assessment is based on social need theory, and helps facilitate behavioral change by providing insight into people’s working relationships and requirements. FIRO results provide critical data on how people tend to behave toward others and how they want others to behave toward them. This information can be used, for example, to help people improve their interpersonal communication skills and address issues and potential misunderstandings with co-workers. The FIRO assessments help leaders and executives unlock performance improvement by better meeting the needs of peers, direct reports and others. Speaker(s): Andy Atencio, Chief Technology Officer, City of Greenwood Village Moderator: Need 11:00 AM- 12:00 PM PERA Update Track: Pre-Conference Level: Basic Description: PERA will provide an overview of new legislation, changes to PERA benefits and some background on why the changes needed to happen Speaker(s): Tara May, Chief Communications Officer, Colorado PERA Moderator: Jill Johnson, Revenue Accounting Manager, Boulder County

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Tuesday, November 13, 2018 (Contintued) Pre-Conference Sessions

Pre-Registration Required 1:00 PM – 4:30 PM CPFO Exams – Register through GFOA 1:30 PM - 3:15 PM Advanced Excel (Limit 50) Track: Pre-Conference Level: Advanced Description: This session explores Excel tools that summarize and present large data sets so you can quickly find the data you need and share it with others in an easy-to-use format. Topics include: • PivotTables • PivotCharts • Slicers • Sparklines The class format is an instructor-led training with example Excel workbooks to practice in. Speaker(s): Logan Priess, IT Training Specialist, City of Boulder Moderator: Lore Nusser, Accountant – Accounts Payable & Capital Assets Supervisor, City of Westminster 1:30 PM – 3:15 PM Psychology of Ethics $25.00 with Pre-Registration Required (Limit 50) Track: Pre-conference Level: All Description: This continuing education program supplements the traditional and standard regulatory ethics curriculum by focusing on The Psychology of Ethics – recognizing and understanding the internal forces, influences, factors, thoughts, beliefs, and feelings that occur when ethical dilemmas arise in one’s professional practice. The program is presented in a highly interactive, thought provoking and memorable manner. It offers pragmatic ethical frameworks and strategies for dealing with ethical conflicts and counseling others. Speaker: Louie Larimer, Colorado Society of CPAs Moderator: Catrina Asher, Financial Services Division Assistant Director, Boulder County

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Tuesday, November 13, 2018 (continued) Pre-Conference Sessions

Pre-Registration Required 3:30 PM – 5:30 PM Social Activites

1) Swinging Doors Saloon Tour Cost: $15.00/pp (26 max) Those interested in the seedier side of Breckenridge history can knock one back on the saloon tour, which visits the Breckenridge Distillery tasting room between stories of the many local saloons that once operated here. Tour stops include establishments whose roots date back to the 19th century. Local Tour Accompanier: Leslie Fischer, Town of Breckenridge

2) Continental Divide Winery Wine Tasting Cost: $15.00/pp (30 max)

Enjoy a 4-flight wine tasting from the world’s highest altitude winery! Continental Divide winery is the highest altitude winery in the world. Continental Divide produces all of its wines in a state-of-the-art custom-built winemaking facility in South Park (Fairplay) making Continental Divide the highest altitude winery in the world. Crafting and aging wines at over 10,000' altitude minimizes oxygen exposure and allows the true flavors of the fruit and land to come through.

3) Guided Snowshoe Event (Hike if the weather does not cooperate) Discover the great outdoors of Breckenridge with Town of Breckenridge Open Space staff who will lead you on an exploration of local trails. Warm boots and clothing are all you need; the Town of Breckenridge will outfit you with snowshoes before heading out on the tour. You are also welcome to bring your own equipment. We’ll meet in the lobby of Beaver Run and head out from there. In the event of low snowfall, we’ll leave the snowshoes behind and enjoy a hike instead.

5:30 PM – 6:30 PM Moderator and Volunteer Training Description: If you are a volunteer or session moderator you need to attend this training session. Learn how to use the session trackers for CPE and what your responsibilities will be as a moderator and/or volunteer! 6:30 PM – 9:00 PM Opening Event

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Wednesday, November 14, 2018

7:00 AM – 8:00 AM Breakfast 8:00 AM – 9:45 AM The Exceptional Leader: 5 Best Practices to take your Leadership from Ordinary to Extraordinary Track: General Session Level: All Description: Kevin focuses on the following questions: What is the difference between an ordinary or average leader and an extraordinary one? What do they do differently that others either don’t know or don’t do? And, how can you as a Project Manager seeking to influence your organization and create an environment of success, learn these strategies and take your own project leadership to the next level? In this presentation you will learn some of the most powerful and effective methods for growing your leadership edge and becoming an exceptional leader in your organization. Based on some of the most transformational practices in business and industry, and culled from studies of leaders who have truly made a significant difference in their organizations, these best practices are available to any leader at any level looking to make a real difference, to be an agent of change, and to lead their teams and organizations to greater levels of success and fulfillment. The truly extraordinary leaders all have these things in common; and they are the ones who are willing to do what others won’t in order to achieve the results that the rest only wish they could. Speaker: Kevin Ciccotti, The Human Factor Moderator: Olga Fujaros, Finance Manager, Arapahoe County Sheriff’s Office 9:45 AM – 10:15 AM Break 10:15 AM – 12:00 Noon Record Retention and Electronic Conversion Track: Public Engagement Level: Basic Description: Records retention is important to all government entities. This session will discuss retention periods for financial records and best practices for maintaining those records. In addition, the session will include tools to convert records into an electronic format. Speaker(s): Barbara Setterlind, City Clerk, City of Centennial Moderator: Jeff Cadiz, Revenue Manager, City of Centennial

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Wednesday, November 14, 2018 (continued) 10:15 AM- 12:00 PM Budgeting for Fiscal Sustainability Track: Budget Level: All Description: Being tasked with “meeting the needs of the present without compromising the ability of future generations to meet their own needs” can be a challenge. In a panel discussion, learn how communities are addressing the issue of becoming and maintaining fiscal sustainability. Speaker(s): Chris Lindsey, Policy & Budget Manager, City of Westminster; Marlin McDaniel, Resiliency Program Manager, Jefferson County Moderator: Chad Smith, Financial Analyst, City of Westminster 10:15 AM- 12:00 PM Legislative Sales Tax Task Force Overview Track: CTAC Level: All Description: In this session you will hear directly from representatives of the Colorado Legislative Sales and Use Tax Simplification Task Force. This task force has been meeting since 2017, and is charged with identifying policies which will simplify tax administration for home rule municipalities, counties and state collected jurisdictions. Policy options must be revenge neutral so voter approval or constitutional amendments would not be required. The Colorado Department of Revenue has issued a Request For Information (RFI) to seek vendor proposals for a sales and use tax system which would provide a single point of remittance, a single application process, a uniform sales tax return for tax remittance as well as an address location database and a matrix of tax exemptions. Additionally, the task force has issued a letter to home rule municipalities urging the adopting of the Colorado Municipal League’s (CML) Standardized Sales Tax Definitions. This panel will discuss the policies the task force is considering as well as CML’s project on Standardized Sales Tax Definitions. Speaker(s): Bryan Archer, Director of Finance, City of Arvada; Tracy Hines, Sales Tax Administrator, Larimer County; Brendon Reese, Deputy Director of Taxation Policy and Legal Analysis, Colorado Department of Revenue; Judith Vorndran, Partner, TaxOps; Geoff Wilson, Special Council, Murray Dahl Kuechenmeister Renaud LLP Moderator: Tammy Nordyke, Finance Director, Pueblo West Metro District

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Wednesday, November 14, 2018 (continued) 10:15 AM- 12:00 PM GASB Update Track: Accounting and Grants Description: It’s that time of year again: Time to get caught up on what the GASB has been working on. Want to hear the latest on leases? This session will walk through that and other standards that will be effective in the coming few years, including topics like OPEB, certain asset retirement obligations, fiduciary activities, certain debt extinguishment issues and capitalization of interest costs. In addition, we will learn about recent exposure documents and current projects at the GASB, such as the financial reporting model. Speaker: Paul Niedermuller, Partner, CliftonLarsonAllen Moderator: Catrina Asher, Financial Services Division Assistant Director, Boulder County 10:15 AM- 12:00 PM Municipal Fiscal Facts Track: Professional Development Description: A group of municipalities (Arvada, Aurora, Boulder, Centennial, Denver, Ft. Collins, Greeley, Littleton, Loveland, Superior and others) have been working with the Colorado Futures Center out of CSU, Phyllis Resnick and Steve Fisher on a sale/use tax, fiscal data, models and analysis sharing database. The application is called Municipal Fiscal Facts (MFF) (www.municipalfiscalfacts.org). Join this session to learn more about the application. Speaker: Steven Fisher, Economist, Colorado Futures Center Moderator: Cheryl Pattelli, Chief Financial Officer, City of Boulder 10:15 AM- 12:00 PM Basic Debt Issuance Track: Investments and Banking Description: When your community is in need of funding, there are a variety of market participants that you will call on. Learn who those participants are, what their responsibility is in the transaction and the process that you should go through to issue debt. Speakers: James Mann, Senior Municipal Advisor/Principal, Ehlers: TBD, Kutak Rock Moderator: Kara Skinner, Assistant Finance Director, City of Boulder 12:00 PM – 1:00 PM Lunch 1:00 PM – 2:00 PM Vendor Hour

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Wednesday, November 14, 2018 (continued) 2:00 PM – 3:00 PM Budgeting Best Practices Track: Budget Level: All Description: Each edition of GFOA's Government Review Magazine has an article on best practices from around the U.S. and Canada. We have many best practices in budgeting here in Colorado. This session will cover best practices used by your peers in Colorado. Join us to learn about these best practices and how they could be implemented in your entity. Speaker(s): Theresa Wilson, Budget Manager, City of Loveland; Ben Dahlman, Finance Director, Adams County Moderator: Bob Eichem, Chief Financial Advisor, City of Boulder 2:00 PM – 3:00 PM Stop Being Intimidated by GASB GAAP Track: Accounting & Grants Level: Basic Description: This course will help to simplify researching topics utilizing GASB and other resources. Speaker(s): Cheryl Wallace, Partner In Charge, Public Sector Services Group, RubinBrown LLP; Moderator: Matthew Marino, Partner Public Sector Services Gorup, RubinBrown 2:00 PM – 3:00 PM Currency Counterfeiting - Identify, Reporting & Trends Track: Investments & Banking Level: All Description: Learn how to Identify Genuine U.S. Currency and Counterfeit Production of Currency hosted by the U.S. Secret Service Denver Field Office. Speaker(s): Charles Bean, Senior Special Agent, U.S. Secret Service Moderator: David May, Executive Director, J.P. Morgan 2:00 – 3:00 PM Cyber Threats and Solutions Track: Public Engagement Level: Basic Description: We will discuss some of the new methods hackers are attempting to deploy against organizations (malware, ransomware, phishing) the overall increased volume of security threats, AND provide answers regarding how you can protect your organization, meet compliance requirements, and achieve peace of mind! Speaker(s): Nathan Austin, Vice President of Business Development, Mytech Partners Moderator: Keith McLaughlin, Director of Finance, Colorado Water Resources and Power Development Authority

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Wednesday, November 14, 2018 (continued)

2:00 PM – 3:00 PM Gaining Taxpayer Compliance from the Beginning Track: CTAC Level: All Description: It can be overwhelming and daunting for a new business owner to adhere to the different sales tax regulations in Colorado. Many times, it is only during the audit process that a taxpayer becomes acutely aware of what is required of them. The primary goal of an auditor is to educate our taxpayers and increase compliance. Wouldn’t it be nice if we were able to begin gaining this agreement from our customers at the very beginning of our relationship with them? How can we best utilize the time we spend interacting with our taxpayers before the audit to increase cooperation and create an environment of trust and transparency from the beginning? Speaker(s): Brandy Zink, Sales Tax Auditor, Town of Parker; DeLynn Dudenhoeffer, Sales Tax Auditor, City of Loveland; Dusty Durston, Sales Tax Auditor, City of Loveland Moderator: Jeff Phillips, Sales Tax Auditor, Town of Parker 2:00 PM – 3:00 PM Setting Expectations and Having Hard Conversations Around SMART Goals Track: Professional Deveolpment Description: This class will cover what are SMART goals? Why have them? How to set expectations up front with employees so that both manager and employee are on the same page. We will also explore those uncomfortable conversations when an employee is not doing well. We will use the 5 W’s as tools to prepare the manager to feel prepared. Speaker: Jonna Haberthier, Client Services Manager, Boulder County IT Moderator: Catrina Asher, Financial Services Division Assistant Director, Boulder County 2:00 PM – 3:00 PM Laser Coaching Description: Our opening speaker, Kevin Ciccotti, will provide individual 15-minute personal coaching sessions. Take advantage of the great opportunity for one-on-one coaching. Max of 4 one-on-one coaching sessions. 3:00 PM – 3:30 PM Break

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Wednesday, November 14, 2018 (continued) 3:30 PM – 5:15 PM Communicating Financial Information to Elected Officials Track: Budget Level: All Description: Elected officials are told that the budget is the most important policy making document they have, and yet most of them have no idea what to do with the financial information they receive, much less how it relates to policy making. Henri Bergson said, “The eye only sees what the mind is prepared to comprehend.” How well prepared are the minds of your elected officials to see what you want them to in terms of the finances of the city? This session will discuss how to turn all that financial data into information that your elected officials can understand and use in their role as policy and decision-makers. Speaker(s): Kathleen Novak, Teaching Asst. Professor, Daniels College of Business, University of Denver Moderator: Amy S Smith, Vice President, Government and Not-For-Profit Banking, Chase 3:30 PM – 5:15 PM Public Trust and the Power of Transparency Track: Public Engagement Level: Basic Description: A 15-year veteran of local government communications and public affairs, with more than four decades of issues and crisis management experience, Wendy Manitta Holmes

will invite you to consider your role as a financial officer and the impact of transparency when: • Managing the public-trust challenges facing local governments • Reclaiming the conversation about the role and purpose of County Government • Connecting what your citizens care about (your management of their dollars) with the

government’s role in their lives

• Personifying the role of government – your investment of public dollars improves the quality of life for those you serve

• Building and sustaining public familiarity and trust in your elected leadership and government

Speaker(s): Judi Dinkel, Accounting Manager, Douglas County; Wendy Manitta Holmes, Director of Public Affairs, Douglas County Moderator: Janeen Hathcock, Audit Manager, Eide Bailly, LLP 3:30 PM – 5:15 PM Debt Case Studies Track: Investments & Banking Level: All Description: Hear about two different case studies involving Denver Water's "Green Bonds" and Grand Junction's Tax Incremental Financing. Speaker(s): Aneta Rettig, Finance Manager, Denver Water; Jay Valentine, Deputy Finance Director, City of Grand Junction Moderator: Bob Krug, Financial Advisor, CSAFE

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Wednesday, November 14, 2018 (continued) 3:30 PM – 5:15 PM Disaster Accounting Track: Accounting & Grants Level: All Description: In recent years, we have seen a variety of natural disasters cause significant damage to our state. Whether a fire, flood, hailstorm, or something else, disasters can catch you off guard and wreak havoc on your organization. While we can’t always prevent a disaster, we can do more to be better prepared and resilient when a disaster comes our way. In this session, we’ll cover area of preparedness, recovery and resiliency, with a focus on financial aspects of recovery and what you can do to be able to weather the storm. Speaker: Catrina Asher, Financial Services Assistant Director, Boulder County Moderator: Debbie Murray, Fiscal Manager, Mesa County Sheriff’s Office

3:30 PM – 5:15 PM The "I" in Team (Pre-registration required as class size is limited to 50) Track: Professional Development Level: All Description: Strong teams don't happen because of just one person's influence. Strong teams come about because each member decides to participate fully and authentically. What sort of team member are you? What role do you play on your team? For so many of us, we never even think about it - we just go through our day. But when you stop and think about it, there are things we each can do to be more committed, more involved, more strategic and more engaged members of each team we occupy. This interactive session will invite you to assess the typical role you play on your team. We'll review the different components necessary for a high-performing team. Speaker(s): Karen Main, Chief Facilitator, Innovations in Training Moderator: Laurie Litwin, Director, Finance & Budget, Teller County

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Wednesday, November 14, 2018 (continued) 3:30 PM – 5:15 PM Short-Term Rentals -- Taxation and Compliance Track: CTAC Level: All Description: In this session we will explore how municipalities are addressing the growing Short-Term Rental lodging market (Airbnb, VRBO, and others). The City of Denver and City of Boulder will discuss how they address issues such as taxation, compliance, and discovery. Two representatives from Short Term Rental discovery services will provide their perspectives on the market, national best practices, and more. The session will include brief presentations and a moderated discussion with time for Q&A. Speaker(s): Sophia Hassman, Tax Audit Manager, City and County of Denver; Joel Wagner, Revenue and Special Projects Manager, City of Boulder Moderator: Erin Nordmann, Revenue Manager, City of Lakewood 3:30 PM – 5:15 PM Laser Coaching Description: Our opening speaker, Kevin Ciccotti, will provide individual 15-minute personal coaching sessions. Take advantage of the great opportunity for one-on-one coaching. Max of 7 one-on-one coaching sessions. 5:15 PM Dinner on Your Own

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Thursday, November 15, 2018

7:00 AM – 8:00 AM Breakfast 8:00 AM – 9:45 AM Pulling It All Together: Your Internal Budget Process Track: Budget Level: All Description: There is no perfect method to pull your budget together, but the process itself can be a tool to align resources to priorities. This session will highlight three examples of how budgets are developed and then followed in Colorado municipalities. The end of the session will be a discussion format, so bring questions for the panelists! Speaker(s): Kim Wittbrodt, Town Treasurer, Town of Fairplay; Bonnie Moinet, Finance Director, Town of Frisco; Margaret Sell, City Clerk - Finance Director, City of Fruita Moderator: Parker Crowe, Local Government Budget Program Manager, Colorado Department of Local Affairs 8:00 AM – 9:45 AM Complete Business Compliance for Tax Auditors Track: CTAC Level: All Description: Increase your knowledge of common licensing and zoning laws related to business regulation. Learn what to look for when visiting businesses in your communities to ensure compliance. Also know what to do when businesses are not operating within the law. Speaker(s): Trevor Vaughn, Manager Tax and Licensing, City of Aurora; Jeffrey Edwards, Tax Audit Supervisor, City of Aurora Moderator: James MacDonaold, Audit Supervisor, City of Westminster 8:00 AM - 9:45AM Affordable Housing - What can we do to help? Track: Public Engagement Level: All Description: Affordable housing - or the lack thereof - is a huge issue in many of our communities. What can we, as finance professionals, do to help? In this session you will learn about tools that are available to cities, counties, and housing authorities. You'll also hear from folks who've been in the trenches getting these projects pulled together. Speaker(s): Tim Dolan, Loan Officer, Colorado Housing and Development Authority; Laurie Best, Senior Planner, Town of Breckenridge; Kathleen Halloran, Finance Director, Town of Vail Moderator: Jill Klosterman, Finance Director, Eagle County Government

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Thursday, November 15, 2018 (continued) 8:00 AM – 9:45 AM Communication Skills to Gain Rapport Track: Professional Development Level: All Description: Is your style of communication as effective as you want it to be? We may not be aware of it, but we all have a pattern to how we communicate. In this workshop, you’ll learn some of the tendencies and types of communication styles, from the more direct style of communication to a more relational approach. The goal of this session is to raise awareness of your preferred style, and give you some skills that can help you create a more nuanced style of communication! Warning: this workshop includes several activities to get you critically examining how you communicate with others. Speaker(s): Karen Main, Chief Facilitator, Innovations in Training Moderator: Laurie Litwin, Director, Finance & Budget, Teller County, Colorado 8:00 AM – 9:45 AM The Best of the Rest - Best Practices Track: Public Engagement Level: All Description: Best practices represent the most used service GFOA provides. The session Wednesday on budgeting best practices was a warm up for this main event. Join the Executive Director of GFOA, Chris Morrill and your peers as they discuss best practices for the other disciplines of Finance and review best practices implemented in Colorado. The size or type of the entity does not matter. Financial best practices can be implemented in any organization Speaker(s): Chris Morrill, Executive Director of GFOA, Government Finance Officers of the United States and Canada; Terri Velasquez, Director of Finance, City of Aurora; Bob Eichem, Chief Financial Advisor, City of Boulder Moderator: Lore Nusser, Accountant – Accounts Payable & Capital Assets Supervisor, City of Westminster 8:00 AM – 9:45 AM Investing Public Funds - Keeping it simple during interesting times Track: Investments & Banking Level: Basic Description: We'll hear from three different speakers regarding different aspects of investing public funds. Cory Gebel, CFA from Public Trust Advisors will give us an overview of the current economic conditions and where interest rates could be heading. Robert Casaceli from Peaks Investment Management will discuss the importance of investment policies and answer questions regarding State Statutes. Brent Millspaugh CPA from Eide Bailly will wrap up the session with insight on how to account and book your investments. Questions and discussion are encouraged. Speakers: Corey Gebel, CFA, Director, Portfolio Management, Public Trust Advisors; Brent Millspaugh, Audit Senior Manager, Eide Bailly LLP; Robert Casacelli, Managing Partner, Peaks Investment Management Moderator: Kara Skinner, Assistant Finance Director, City of Boulder

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Thursday, November 15, 2018 (continued) 8:00 AM – 9:45 AM Laser Coaching Description: Our opening speaker, Kevin Ciccotti, will provide individual 15-minute personal coaching sessions. Take advantage of the great opportunity for one-on-one coaching. Max of 7 one-on-one coaching sessions. 9:45 AM – 10:00A M Break 10:00 AM – 11:45 AM Public Speaking Skills to make your Presentations Win! Track: Professional Development Level: All Description: At some point in your career you will be asked to give a presentation. Having the confidence and ability to share your ideas in front of an audience of any size is an important professional skill. If you shudder at the thought of standing up in front of an audience, or if you’d like to improve your skills, then this session is designed for you! Attendees will learn how to prepare for a presentation, speak with confidence, avoid common pitfalls, and recover from missteps. This session will focus on practical public speaking tips for beginners and lessons to create winning presentations. From cadence to comprehension, see how to stay engaged with your audience with interactive and dynamic communication which provides useful information to your audience. Speaker(s): Karen Main, Chief Facilitator, Innovations in Training Moderator: Laurie Litwin, Director, Finance & Budget, Teller County, Colorado 10:00 AM – 11:45 AM Tying Performance to Strategic Goals Track: Budget Level: Basic Description: Budget Performance measurement is an important part of gauging individual and organizational success. It is sometimes difficult to connect personal and program performance with an organization’s overarching strategic goals. How does one define success and appropriately tell the story of a particular program? More importantly, how can program managers be helped to show the connection between an organization’s strategic goals and the progress of their own program(s)? Using real-world examples, this session will help organizational leaders and program managers lay the foundation for systems that connect customer-oriented measures with an organization’s strategic plan, strategic goals, budget and major planning milestones. Speaker(s): Michael Calderazzo, Fire Chief, City of Boulder, CO Moderator: Cheryl Pattelli, CFO, City of Boulder, CO

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Thursday, November 15, 2018 (continued) 10:00 AM- 11:45 AM Ad Velorem & Other Latin Words: Recent Tax Court Activity Track: CTAC Level: All Description: This session will cover some of the recent legal developments impacting sales and use tax from around the country. Cases will include an update of the Wayfair case and its impact on nexus standards, Aurora's case involving digital motion pictures, a Nevada Supreme Court case regarding the sales and use tax credit mechanism and its interaction with Transaction Privilege Tax imposed by some states, among others. The format invites open conversation with attendees to discuss these and other cases. Speaker(s): Rachel Allen, Senior Assistant City Attorney, Commerce City; Jeff Edwards, Tax Audit Supervisor, City of Aurora; Josh Pens, Tax Conferee, Colorado Department of Revnue Moderator: James MacDonald, Audit Supervisor, City of Westminster 10:00 AM- 11:45 AM Finding and Preventing Fraud, Waste, and Abuse Track: Accounting & Grants Level: All Description: In this session, we will discuss recent fraud trends and their impact on governmental entities. We will also discuss fraud schemes and scams prevalent in government and the red flags of fraudulent behavior. Finally, we will discuss recent developments in the use of big data and data analytics in the fight against fraud and abuse. Speaker(s): Rand Gambrell, Director, BKD, LLP Moderator: Lisa Horn, Senior Manager, BKD, LLP 10:00 AM – 11:45 AM Security Analysis for Colorado Public Entity Portfolios Track: Investments and Banking Level: Basic Description: Gain a better understanding of how to evaluate risks and rewards in the corporate bond, commercial paper, supranational and municipal bond markets. Look beyond credit ratings to determine if an investment is suitable and provides relative value for the investment portfolio. Discussion of topics such as diversification, liquidity, fundamental credit analysis, risk premiums, spread analysis and credit curves. Speaker: Genny Lynkiewicz, VP, Portfolio Manager, Chandler Asset Management Moderator: Ned Connolly, Senior Vice President, Chandler Asset Management

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Thursday, November 15, 2018 (continued) 10:00 AM – 11:45 AM Exploring Economic Development in Colorado Track: Public Engagement Level: Basic Description: Two case studies on economic development in both the Denver Metro area as well as a Gunnison County. The speakers will discuss how local governments and businesses collaborate to spur economic development while maintaining environmental and social balance. Speaker(s): JJ Ament, Cheif Executive Officer, Denver Metro Economic Development Corporation; Cathie Pagano, Director of Community and Economic Development, Gunnison County; Laurel Runcie, Marketing Director, Gunnison and Crested Butte Tourism Association; Delaney Keating, Director, ICElab Moderator: Joe Carroll, VIce President, Public Trust Advisors 10:00 AM – 11:45 AM Laser Coaching Description: Our opening speaker, Kevin Ciccotti, will provide individual 15-minute personal coaching sessions. Take advantage of the great opportunity for one-on-one coaching. Max of 7 one-on-one coaching sessions. 11:45 AM – 12:45 PM Lunch 12:45 PM – 1:40 PM Legislative Update Track: General Session Level: Basic Description: Representatives from the Colorado Municipal League (CML) and the Special Districts Association (SDA) will provide an update on the 2017-2018 Colorado legislative session and will look forward to any potential future legislation. Speaker(s): Kevin Bommer, Deputy Director, Colorado Muncipal League; Ann Terry, Executive Director, Special Districts Association Moderator: Keith McLaughlin, Director of Finance, Colorado Water Resources and Power Development Authority 1:45 PM – 2:45 PM Goldilocks and the Big Bad Wolves Track: General Session Level: All Description: An economic review session….where are we now and where are we headed. We will review the current strengths and threats to economic growth and where they should be headed for 2019 --- and what that should mean for the financial markets. Speaker: J. Eric Kelley, Executive VP, Director of Research and Fixed Income, UMB Moderator: Debbie Murray, Fiscal Manager, Mesa County Sheriff’s Office

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Thursday, November 15, 2018 (continued) 2:45 PM – 3:00 PM Break 3:00 PM – 4:00 PM Website Redesign: Organizing the Chaos Track: Public Engagement Level: Basic Description: The City of Westminster, Colorado’s external website had not been redesigned since 2008. During this time: • More and more pages were created adding deeper levels of content. Pages were forgotten and many of them remained untouched with stale content. • Pages became extremely difficult to find because the navigation was based on our internal structure (which the pubic didn’t understand) rather than being organized by how our residents, businesses and visitors would think to find content. • The site was extremely text heavy, with hardly any pictures or video. Important information was buried in the overbearing text. • The site was not designed with mobile in mind. Sound familiar? Come learn what the city did to go from this chaotic website to a new eye-pleasing web design with a customer-focused navigation. Speaker(s): Jodie Carroll, Communication and Outreach Coordinator, City of Westminster; Randy Land, Lead Software Engineer, City of Westminster Moderator: Chad Smith, Financial Analyst, City of Westminster 3:00 PM – 4:00 PM Normalization of Deviance Track: Professional Development Level: Basic Description: If it's not broken, why fix it? Organizations continue to push the envelope when it comes to adhering to polices and procedures. These deviations from the norm have allowed for a new normal to being accepted. This movement away from the original normal can have catastrophic effects on any organization. Speaker(s): Brett Johnson, Senior Manager, Forensic Accounting, Eide Bailly, LLP Moderator: Janeen Hathcock, Audit Manager, Eide Bailly, LLP 3:00 PM – 4:00 PM Investment Roundtable Track: Investments & Banking Level: All Description: Learn how different local governments manage investments. Learn about asset allocation modeling, the most popular eligible Investments, and how the Fed plays into decisions. Speaker(s): Larry Dorr, Finance Director, City of Lakewood; Jay Valentine, Deputy Finance Director, City of Grand Junction; Angie Pizzichini, Financial Advisor, Morgan Stanley; Glenn Scott, Financial Advisor, Morgan Stanley Moderator: Bob Krug, Financial Advisor, CSAFE

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Thursday, November 15, 2018 (continued) 3:00 PM – 4:00 PM Data Analytics and Business Intelligence Track: CTAC Level: All Description: In this session we will discover how data analytics can help transform raw data into useful information to support better decision making. Live examples of exploratory and predictive data analytics will be presented to help identify patterns and trends within sales tax and general accounting. Large volume structured data will be captured and summarized into dashboards created by business intelligence tools such as Microsoft BI and Tableau. Speaker(s): Sharon OBrien, Sales Tax Auditor, City of Colorado Springs; William Mesa, Assistant Professor, Department of Accounting,Metropolitan State University of Denver Moderator: James MacDonald, Audit Supervisor, CIty of Westminster 3:00 PM – 4:00 PM Budgeting for Internal Service Funds Track: Budget Desscription: Budgeting for internal service funds can be challenging. This session will cover when to create an internal service fund, how to allocate monies from various sources, and the overall budget process for internal service funds and the various methods that are used to develop and finalize the budget for these types of funds. Speaker: Robert Miller, Budget and Compliance Manager, City of Greeley Moderator: Tyra Litzau, Audit Director, Anton Collins Mitchell LLP 3:00 PM – 4:00 PM AP Best Practices Track: Accounting and Grants Description: This session will help Government personnel improve their Accounts payables process by transforming the AP department from a cost center to a profit center. Faster invoice approvals coupled with electronic payment methods can streamline the payables process. This Course will provide guidance to identify opportunities to simplify, eliminate paper and turn the payables process into revenue generators via P-Card and secure electronic forms of payment. Speaker: Eric Wimmer, Senior Vice President- Payables Consultant, Wells Fargo Moderator: Beth Chabot, Vice President Government & Institutional Banking, Wells Fargo

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Thursday, November 15, 2018 (continued) 3:00 PM – 4:00 PM The Power of Decision: Proven Strategies for Making Better Decisions Track: Professional Development Description: The one thing we know about life is this – nothing changes until we take action. But what is it that gets you to take action? What must happen before we move into action and begin to reshape our life and our work? What happens before we take any action is that we must first make a decision. Every day we’re making decisions and taking new actions – and these are all fueled by the power of emotion. It’s up to you to cultivate the positive emotions that will support you in moving forward, in creating the results you want in your life. In fact, as Tony Robbins would say, “It’s in your moments of decision that your destiny is shaped.” Participants will learn strategies for making more effective decisions, especially in the face of challenging circumstances. In this talk, we’ll explore the 3 forces that shape your decisions, how to unlock what’s blocking you from making decisions, and the 2 resources that control your decisions on an unconscious level. Speaker: Kevin Ciccotti, The Human Factor Moderator: Laurie Litwin, Director, Finance & Budget, Teller County 4:00 PM – 5:15 PM CGFOA Business Meeting 6:00 PM – 9:30 PM Cirque Du CGFOA The Conference Banquet takes place on Thursday Night - this year's theme is Cirque du CGFOA. Dress for the occasion and join your peers for this fun event as well as vendor prize drawings.

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Friday, November 16, 2018 7:15 AM – 8:15 AM Breakfast 8:15 AM - 10:00 AM State Collection and Administration of Sales Tax for Statutory Jurisdictions Track: CTAC Level: Basic Description: Representatives from the Department of Revenue will speak about how the State administers local taxes for statutory jurisdictions. The session will include administration, compliance, audits and reporting of taxes. The session is intended for statutory jurisdictions that have the sales/use taxes collected by the State. Speaker(s): Lu Ann Pyatt, Local Government Liaison, Colorado Department of Revenue Moderator: Jeff Cadiz, Revenue Manager, City of Centennial 8:15 AM - 10:00 AM Process Mapping Track: Public Engagement Level: Basic Description: Reducing costs and improving efficiency and productivity are all paramount in today’s organizations. Mapping and streamlining existing processes can assist teams in achieving these goals. This interactive workshop helps participants learn how to examine their processes, streamline them, and create efficiencies wherever possible. Participants will return to the workplace with an 8-step process and a process mapping tool they can apply immediately to enhance their work flow. Speaker(s): Stefani Conley, President, Succeed At Management LLC Moderator: Jeff Phillips, Sales Tax Auditor, Town of Parker 8:15 AM - 10:00 AM Capital Asset Accounting, Reporting and Planning Considerations at Your Government Track: Accounting & Grants Level: Basic Description: This session will describe capital asset accounting complexities facing governments and discuss ways to treat them. This will include real-world scenarios to walk through and assess against technical guidance and best practices. This session will also outline best practices in internal controls over capital assets and discuss capital asset planning policy considerations at your organization. Speaker(s): Allison Slife, CPA, Principal, CliftonLarsonAllen LLP, John-Paul LeChevallier, CPA, Director, CliftonLarsonAllen LLP Moderator: Anne Penney, Controller, City of Boulder

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Friday, November 16, 2018 (continued) 8:15 AM - 10:00 AM Determining your Fiscal Health Track: Budget Level: All Description: Do you perform a fiscal health analysis? The Office of the State Auditor has developed a useful tool that provides guidance and sample calculations to help you perform your own analysis. The Department of Local Affairs has done some work with small communities that ties financial indicators to best practices. Join Crystal Dorsey, with the Office of the State Auditor, and Cynthia Thayer with the Department of Local Affairs for an informational session where they will cover the following: · The basics of fiscal health analysis including where to find the information, how to perform the calculations, understand what the ratios mean, how to analyze trends, and suggested questions to ask if you see a downward trend. · Review and checkup of financial policies to consider if you are showing signs of a downward trend, as well as best practices for long term financial planning. Speaker(s): Crystal Dorsey, Local Government Audit Manager, Colorado Office of the State Auditor; Cynthia Thayer, Program Manager, State of Colorado Department of Local Affairs Moderator: Chad Smith, Financial Analyst, City of Westminster 8:15 AM - 10:00 AM The Changing Payments Landscape and Considerations for Treasury Professionals Track: Investments & Banking Level: Basic Description: In this session attendees will be given an update on the changing payments landscape in the United States. Speakers will discuss the evolution of past, present and future payments as well as provide considerations Treasury Management Professionals should be thinking about. Speaker(s): Gabby Lindsey, Payments Product Manager, UMB Bank; Tristan Thompson, Vice President, Payments Group Manager, UMB Bank Moderator: Joanna Vosburg, Vice President, Treasury Management Officer, UMB Bank 8:15 AM - 10:00 AM Creating Broadband Utilities Description: Experts say broadband is today’s most important utility. Help your community stay informed on this hot topic. In this session, we will explore how to get started, available resources, funding infrastructure costs, pricing philosophy, considerations in making the utility competitive and sustainable, public outreach, communicating to public officials, and other lessons learned. Speaker: Nate Walowitz, Regional Broadband Program Director, Northwest Colorado Council of Governments; Kate Medina, Utility Rate Analyst, City of Longmont Moderator: Leslie Fischer, Accounting Services Manager, Town of Breckenridge 10:00 AM – 10:30 AM Break

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Friday, November 16, 2018 (continued) 10:30 AM - 11:30 AM Navigation Tools for Investing in a Rising Rate Environment Track: Investments & Banking Level: All Description: This session will address how market forces impact interest rates, the shape of the yield curve, and investment portfolio performance. Participants will examine strategies for managing and monitoring risk and return in today’s environment. Speaker(s): Julie Hughes, Senior Vice President, Portfolio Strategist, Chandler Asset Management Moderator: Scott Prickett, Executive Vice President, Portfolio Strategist, Chandler Asset Management 10:30 AM - 11:30 AM The Hearing Officer’s Role at the Local Level Track: CTAC Level: All Description: One of the goals of a municipal auditor is to gain consensus between the auditor and taxpayer at the conclusion of an audit. Informal hearings are sometimes a necessary part of this process. This session will examine the nuts and bolts of informal hearings as well as the roles of the players involved. Hearing Officer Bill Speckman will walk through how hearings are impacted by ordinance, do’s and don’ts of municipal personnel and what the Hearing Officer’s role is before and during the process. Speaker(s): Bill Speckman, Hearing Officer, Bill Speckman Consulting Moderator: Brandy Zink, Sales Tax Auditor, Town of Parker 10:30 AM - 11:30 AM Annual Budget Documents: From Bare Bones to Best Practices Track: Budget Level: All Description: Colorado statutes have very basic requirements for annual budget submissions, but many local governments go far above and beyond the bare bones. This session will use examples moving from the most basic to the best developed GFOA Distinguished Budget Presentation Award winners to help those in the audience think about the level of detail and structure that is the right fit for each organization. Speaker(s): Parker Crowe, Budget Program Manager, CO Department of Local Affairs Moderator: Cheryl Pattelli, Chief Financial Officer, City of Boulder

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Friday, November 16, 2018 (continued) 10:30 AM - 11:30 AM Payroll Best Practices Description: This session will help attendees navigate the payroll process starting from the time an employee is added to payroll through annual filing. The session will discuss best practices for entities that complete payroll functions in-house as well as those that outsource the payroll function. In addition, it will cover issues that have come up and how to effectively avoid them. Speaker: Michelle Welch, Senuior Manager, Anton Collins Mitchell LLP; Lindsey Schmidt, Manager, Anton Collins Mitchell LLP Moderator: Tyra Litzau, Audit Director, Anton Collins Mitchell LLP 10:30 AM - 11:30 AM Grant Management Description: Grant management is often overlooked and underappreciated. Discipline is necessary to keep things running smoothly and efficiently. Using effective grant management in your organization is like putting oil in your car – it keeps everything running smoothly! This session will introduce tools and processes that help save time and may even increase the amount of funding you receive. Speaker: Karin Slater, Business Manger, CASA 7th Judicial District Moderator: Leslie Fischer, Accounting Services Manager, Town of Breckenridge 10:30 AM - 11:30 AM Constituent Buy-In on Revenue Increases Description: One entity's journey through multiple attempts at ballot initiative passage. Speaker: Jay-Michael Baker, Communications and Engagement Manager, Pueblo West Metropolitan District Moderator: Lore Nusser, Accounts Payable & Capital Assets Supervisor, City of Westminster 11:30 AM Adjourn 12:30 PM CGFOA Board Meeting