Government Finance Officers Association of South Carolina 2010 Fall Conference Planning Agenda “Weathering Turbulent Times: The New Normal”

DRAFT

Sunday, October 17, 2010 Time Topic/Session Idea Speaker Facilitator 11:00 AM – 1:00 PM Past President’s Brunch – Chestnut Hill Stacey Hamm 1:00 PM Fall Conference Committee Meeting Billy Martin 2:00 PM – 7:00 PM Attendee Registration – Exhibit Hall C *Sponsor Registration – Exhibit Hall C* General Sessions I & II 3:00 – 3:50 PM We Want You (to be a CGFO) – Room 101 James Absher Billy Martin This session will cover the certification program, classes and the scholarship opportunities.

3:50 – 4:40 PM Who’s The Next Finance Director? – Room 101 Karin Hill, HR Consulting Stacey Hamm Mentoring has been identified as an important influence in professional development in both the public and private sector, not only for recruiting new talent, but for retaining talent. This session will provide information on mentoring finance staff to become leaders in their offices and to continue their professional training.

7:00 - 12:00 PM Welcome Reception/ DJ Entertainment (8:00 pm till 12:00 am) Party Time Entertainment- DJ Rob with Stacey Hamm Ballroom E Boogie Heads

9 Monday, October 18, 2010 Time Topic/Session Idea Speaker Facilitator 7:00 AM – 3:00 PM Attendee Registration – Exhibit Hall *Sponsor Registration – Exhibit Hall* 8:00 – 9:00 AM Continental Breakfast ~ Ballroom E 8:00 – 4:00 PM Exhibit Hall Opens 9:00 – 9:20 AM Welcome & President’s Remarks ~ Ballroom AB Stacey Hamm Welcome & Remarks from Mayor/County Council General Sessions III, IV & V 9:20 – 10:10 AM Keynote ~ National Economic Overview – Ballroom AB Michael Hanson, National Economist Billy Martin

10:10 – 10:30 AM Break ~ Ballroom CD (Exhibit Hall/Door Prizes) 10:30 – 11:20 AM We’re From The Legislature and We’re Here to Help – Ballroom AB Representative Dan Cooper, Chair Debra Rountree This presentation will provide an update on the next legislative session. House Ways and Means Committee

11:20 – 12:10 PM TRAC Is Trying To Get The Train Moving – Ballroom AB Burnie Maybank, TRAC Jan Alonso This session will provide an overview of the work of the South Carolina Taxation Realignment Commission (TRAC).

12:15 PM Lunch ~Ballroom E 1:30 – 2:20 PM Concurrent Sessions I “An Era Of Austerity” - The Good, The Bad, and The State Budget – Mike Shealy, Senate Finance Committee Kevin Yokim Ballroom AB This session will provide information on projections from the Senate Fi- nance Committee.

10 Local Government – All You Wanted To Ask But Were Afraid To Anna Berger, Senior Research Associate Crystal Burr Know – Room 101 USC Institute for Public Service and Policy The last few years have proved to be challenging times for state and local Research government agencies. What impact has this period had on local govern- ment revenues and expenditures? Have cities and counties had to cut ser- vices, implement furloughs, or rely on fund balances to balance budgets? These questions and others will be addressed during this session. Institutional Investments: Where Do We Go From Here? (Please Tell Rick Smith Dianna Gantt Me It’s Up) - Room 102 In a very chaotic environment for Equity and Fixed Income markets, we will have a discussion of where we have come from, where we are, and where industry professionals think we might be headed. State SCEIS – SAP – Procurement/Accounts Payable (We Have To Pay The Wanda Dixon and Jennifer Broughton, SCEIS Dennis Locke Bills Now, Too? With What?) – Room 107 This session will discuss new functionality and changes to the existing procurement and accounts payable functionality.

2:30 – 3:20 PM Concurrent Sessions II The Federal Financial Reform (It’s Not Just An) Act – Ballroom AB Bill Antonetti Juan Sims This session will discuss the Federal Financial Reform Act passed by Paula Reid Congress in 2010 and the financial impact it will have on South Carolina Government.

PCI [“Payment Card”] Compliance – Your MasterCard Is Priceless, Larry Mattox Angie McInchok But Is It Secure? – Room 101 This session will provide an overview on PCI Compliance.

Build America Bonds & Installment Purchase Financing – Borrow As Walter Goldsmith Sarah Sullivan Much As You Can For As Long As You Can – Room 102 Ben Zeigler With interest rates at historical lows, there are various creative ways governments can borrow money and greatly reduce their interest costs.

State SCEIS – SAP – HR/Payroll Reports (Does Anyone Here Know How To Jennifer Lauer, Tom Boudeau and Girish Michael Thom Run Payroll?) – Room 107 Honne, SCEIS Multiple reports are available in SCEIS to assist State agencies with reviewing essential data prior to each payroll. Similar reports also help agencies obtain vital post-payroll data. During this session, members of the SCEIS HR/Payroll team will review key SCEIS Time and Payroll reports.

3:20 – 4:00 PM Visit the Exhibitors (Exhibit Hall/Door Prizes) – Ballroom CD

11 4:00 PM - Until Networking with Professionals 5:30 – 7:00 PM Bank of America Reception – Convention Center Hall of Fame Area Bank of America

Tuesday, October 19, 2010 Time Topic Speaker Facilitator 7:30 – 8:30 AM Breakfast Buffet – Ballroom E 7:45 – 8:45 AM Registration/Member Services ~ Exhibit Hall 8:00 – 5:00 PM Exhibit Hall Open 8:30 – 9:00 AM Business Meeting and Election Results ~ Ballroom AB Stacey Hamm General Session VI 9:00 – 9:50 AM GFOA National Update (We Had A Great Time In “Hotlanta”) – David Vehaun, GFOA National Board Billy Martin Ballroom AB City of Rock Hill This session will provide attendees with information from GFOA Nation- al. 9:50 – 10:20 AM Break ~ Ballroom D (Exhibit Hall/Door Prizes) 10:20 - 11:10 AM Concurrent Sessions III GASB Updates (We’re Up To GASB Statement Number What?!!) – Larry Finney, CPA Angela Gunter Ballroom AB In addition to a few new government accounting standards and general auditing standards, even the health care reform bill has accounting implications for you. Fund balance, accounts payable, bankruptcy, termination payments and more will all be up for discussion. So come join us to find out what additional responsibilities are coming soon to a government near you! New Framework to Document and Evaluate Internal Control – AKA Mark Hobbs, CPA James Absher An Ounce Of (Fraud) Prevention Is Worth A Pound of Cure Detection – Room 101 Internal control and an entity’s documentation of Enterprise Risk Management – CPA’s are considered the experts in design and implementation of internal controls. This session will focus on the new expanded COSO interpretation of internal controls and an entity’s evaluation of their systems and procedures. The best deterrent of fraud, waste, and abuse is a properly designed system of internal controls.

12 Improving Your Bond Rating and The New Rating Reset (You’re Mike Burns Vicki Bowles Better Than You Think You Are!) - Room 102 Michael Seezen This presentation will provide attendees information on how they can improve their government’s bond rating. IRS Required Reporting For Bonds Issued Under ARRA (or “Can Sheila Papelbon Debbie Walker You Believe the IRS Doesn’t Want Money This Time?”) – Room 104 Thomas Dawkins Do you know what is needed prior to closing and after closing your bond? Michelle O’Donnell This session will discuss what reporting is needed prior to closing your Kristen Kalinowski BAB, RZEDB, QSCB, QZAB, CREB or QECB bond issue to qualify for Michael Larsen an interest subsidy from the US Government and discuss the compliance and legal aspects of these types of bond issues. Cost Saving Measures For IT and Opportunities for Economic Christopher Christy Karen Wicker Development (Computers – You Can’t Live with Them and You Can’t Live Without Them) – Room 107 This session will discuss consolidating voice and data communications costs while increasing productivity, lowering IT operating costs of servers, desktops, and electrical power, and creating economic development opportunities with urban wireless internet.

11:15 AM – 12:05 PM Concurrent Sessions IV Act 388 (Means No More) Local Funding – Ballroom AB Theo Dubose Scott Ludlam Act 388 passed in 2006 changed the way local governments are funded. John Butler, Lexington School District One This change will be presented so attendees will understand how this Karl Fulmer, Lexington School District Five change will affect them. Single Audit Requirements for ARRA – Remember The Federal Billy Martin Stimulus Money? What Did You Do With It? – Room 101 To Be Determined This session will present information on ARRA and the single audit requirements. Dashboard Reporting – Now You Have To Work In Your Car – Steven Gibson, City of Rock Hill Stacey Hamm Room 102 Monica Croskey, City of Rock Hill In an effort to increase transparency and accountability, the City of Rock Hill has created two dashboards to communicate internally and to the public their progress toward performance and financial goals. In this session, City staff will discuss the benefits and demonstrate the functionality of these valuable communication tools. Electronic Payments in Governments: Solving the Puzzle (Kind Of Paul Anatrella Angela Gunter Like Sudoku, Only Harder) – Room 104 This session will present information about options to pay online and in person by credit card. Governments will be presented with the options that are available and they must understand the rules and regulations set by the

13 card networks to ensure that their receivables are compliant. State SCEIS – SAP – Budget Reports (Are We Going To have A Budget To Sherry Ervin and Doug Cooper, SCEIS James Absher Report?) – Room 107 This session will provide an overview of core Funds Management (FM) reports in SCEIS ECC, to include budget, commitments, and actuals. This session will also focus on reports relating to FM master data, budget documents, and funds reservation activities.

12:05 – 1:15 PM Lunch ~ Ballroom E 1:20 – 2:10 PM Concurrent Sessions V State State Government (Has) Issues – Ballroom AB Rich Gilbert, State Auditor’s Office Vicki Bowles This session will provide information and updates that are important to the Paul Jarvis, State Treasurer’s Office state government finance officers. Jennifer Muir, Comptroller General’s Office

Internal Controls – Management Responsibilities (You Better Believe Mark Hobbs, CPA Debbie Walker You’re Responsible) – Room 101 This session is geared to help participants carry out their financial statement fraud responsibilities as well as develop better procedures to prevent fraud and abuse. Cloud Computing (Your Head Really Should Be In The Clouds) – Larry Mattox Billy Martin Room 102 This session will present information on cloud computing and how each agency can use it. Higher Ed Issues (Ed’s Really Tall, Isn’t He?) – Room 104 Joseph Pearman, SCSU Debbie Walker This session will provide information and updates that are important to the Gary Glenn, CHE Higher Education sector of government finance.

State SCEIS – SAP – Grant Reports (Who Is Grant And Why Is He Felicia Poston, SCEIS Karen Wicker Reporting?) – Room 107 This session is designed for participants to learn more about key SCEIS reports that are available to help your agency extract grant-related data. Felicia will demonstrate Grants reports in BW and provide any updates on new Grants reports in development. 2:10 – 3:00 PM Break ~ Ballroom D (Exhibit Hall/Door Prizes)

3:00 – 3:50 PM General Session VII National Economist – The Great Recession Is Over-So Where’s My Brent Weaver Scott Ludlam Job?– Ballroom AB

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General Session VIII 3:50-4:40 PM OPEB/GASB 45 – How Government Plans To Pay For Your Jack Beam Stacey Hamm Healthcare When You Retire – Ballroom AB This session will discuss what employers are doing to mitigate their OPEB liabilities, how OPEB costs for various entities compare, how valuable access to care is for a retiree, and what the impact is of providing benefits past Medicare eligibility. 6:00 – 6:45 PM Reception ~ Ballroom E 7:00 PM – 12:00 AM Banquet/Entertainment With DJ Mike Lockaby ~ Ballroom E CGFO Awards and Sponsors Recognized

15 Wednesday, October 20, 2010 Time Topic Speaker Facilitator 8:00 – 9:00 AM Continental Breakfast ~ Ballroom E General Sessions IX, X & XI 9:00 – 9:50 AM Grant & Financial Reporting – The Feds Want To Know What You TO BE DETERMINED Billy Martin Did With Their Money And How Stimulated It Made You – Ballroom AB

9:50 – 10:40 AM COSO (Does Anyone Know What COSO Stands For?) – Ballroom AB Steve Blake, CPA Angela Gunter

10:40 – 11:10 AM Break ~ Hall of Fame Area 11:10 – 12:00 PM Hope for Turbulent Times – Ballroom AB Dr. Michael Fanning Debbie Walker

12:00 PM Adjourn – Now Ya’ll Be Careful Out There, Ya’ Hear?

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