NASC VIRTUAL ANNUAL CONFERENCE DRAFT PROGRAM March 23-25, 2021

Pacific Mountain Central Eastern Time Time Time Time Topic/Speaker Tuesday, March 23, 2021 7:00 – 8:00 – 9:00 – 10:00 – Welcoming remarks: 7:15 a.m. 8:15 a.m. 9:15 a.m. 10:15 a.m. , State Controller – ID and NASC President Kinney Poynter, Executive Director, NASACT 7:15 – 8:15 – 9:15 – 10:15 – Session A: Unboss Your Leadership to Ignite Motivation and Passion in Others 8:05 a.m. 9:05 a.m. 10:05 a.m. 11:05 a.m. Dr. Patrick Sweeney, Professor & Executive Director, Allegacy Center for Leadership & Character, Wake Forest University (50 minutes) School of Business 8:05 – 9:05 – 10:05 – 11:05 – Break 8:15 a.m. 9:15 a.m. 10:15 a.m. 11:15 a.m. 8:15 – 9:15 – 10:15 – 11:15 a.m. – Session B: The Future of Work: A View from the Public Sector 9:05 a.m. 10:05 a.m. 11:05 a.m. 12:05 p.m. William McNamara, Comptroller of the Commonwealth – MA (50 minutes) Jamie Rodgers, Deputy Director, National Association of State Chief Administrators Jenny Brodie, Global Lead Talent Researcher, Accenture Kelly Rogers, Senior Manager, Health and Public Service Management Consulting, Accenture 9:05 – 10:05 – 11:05 – 12:05 – Break 9:15 a.m. 10:15 a.m. 11:15 a.m. 12:15 p.m. 9:15 – 10:15 – 11:15 a.m. – 12:15 – Session C: OMB Update – Grants Under New Management: ARP, 2CFR and the Compliance Supplement 10:05 a.m. 11:05 a.m. 12:05 p.m. 1:05 p.m. Gil Tran, Senior Policy Analyst, U.S. Office of Management and Budget (50 minutes) 10:05 – 11:05 – 12:05 – 1:05 – Lunch break 10:55 a.m. 11:55 a.m. 12:55 p.m. 1:55 p.m. 10:55 – 11:55 a.m. – 12:55 – 1:55 – Comptrollers’ Roundtable 1: Federal-State Issues 11:45 a.m. 12:45 p.m. 1:45 p.m. 2:45 p.m. Topics: Federal update / Coronavirus Relief Fund reporting issues / Unemployment Insurance Fund and ACFR opinion (50 minutes) (other topics)

Moderator: Lynne Bajema, State Comptroller – OK 11:45 – 12:45 – 1:45 – 2:45 – Break 11:55 a.m. 12:55 p.m. 1:55 p.m. 2:55 p.m. 11:55 a.m. – 12:55 – 1:55 – 2:55 – Session D: Maximizing Your ERP Investment 12:35 p.m. 1:35 p.m. 2:35 p.m. 3:35 p.m. Kathleen Baxter, State Comptroller – AL (40 minutes) , – WY Louise Oliver, Director of Product Management, CGI 12:35 – 1:35 – 2:35 – 3:35 – Break 12:45 p.m. 1:45 p.m. 2:45 p.m. 3:45 p.m. 12:45 – 1:45 – 2:45 – 3:45 – Session E: GASB’s Financial Reporting Model Improvements and the Revenue and Expense Recognition Project 1:25 p.m. 2:25 p.m. 3:25 p.m. 4:25 p.m. David Starkey, Director of Financial Reporting, Office of the Comptroller General – SC (40 minutes) Julie Barrientos, Director, Advisory, Financial Management, KPMG NASC VIRTUAL ANNUAL CONFERENCE DRAFT PROGRAM March 23-25, 2021

Pacific Mountain Central Eastern Time Time Time Time Topic/Speaker 1:25 – 2:25 – 3:25 – 4:25 – Break 1:35 p.m. 2:35 p.m. 3:35 p.m. 4:35 p.m. 1:35 – 2:35 – 3:35 – 4:35 – Session F: Enhancing the User Experience through Cloud Technology: The One Washington Program 2:15 p.m. 3:15 p.m. 4:15 p.m. 5:15 p.m. Avanulas “Vann” Smiley, Executive Director for One Washington, Office of Financial Management - WA (40 minutes) Rowan Miranda, Senior Managing Director for Government Strategy, Workday Wednesday, March 24, 2021 7:00 – 8:00 – 9:00 – 10:00 – Opening remarks 7:05 a.m. 8:05 a.m. 9:05 a.m. 10:05 a.m. 7:05 – 8:05 – 9:05 – 10:05 – Session G: State of the States 7:55 a.m. 8:55 a.m. 9:55 a.m. 10:55 a.m. Shelby Kerns, Executive Director, National Association of State Budget Officers (50 minutes) 7:55 – 8:55 – 9:55 – 10:55 – Break 8:05 a.m. 9:05 a.m. 10:05 a.m. 11:05 a.m. 8:05 – 9:05 – 10:05 – 11:05 – Session H: Security for Data Operations in a New Era 8:45 a.m. 9:45 a.m. 10:45 a.m. 11:45 a.m. Joshua Whitworth, Chief Deputy Controller, Office of the State Controller – ID (40 minutes) J.D. Williams, Senior Director, State & Local Government, Infor Public Sector Claiborne Collier, Director of Government Cloud Portfolio, Infor Public sector 8:45 – 9:45 – 10:45 – 11:45 – Break 8:55 a.m. 9:55 a.m. 10:55 a.m. 11:55 a.m. 8:55 – 9:55 – 10:55 a.m. – 11:55 a.m. – Session I: GASB Update 10:10 a.m. 11:10 a.m. 12:10 p.m. 1:10 p.m. Dave Bean, Director of Research & Technical Activities, GASB (75 minutes) Joel Black, Chairman, GASB Kristopher Knight, Deputy Secretary of State (DE) and GASB Board Member Alan Skelton, incoming Director of Research & Technical Activities, GASB 10:10 – 11:10 a.m. – 12:10 – 1:10 – Lunch break and presentation of awards (1:45-2:15) 11:15 a.m. 12:15 p.m. 1:15 p.m. 2:15 p.m. 11:15 a.m. – 12:15 – 1:15 – 2:15 – Comptrollers’ Roundtable 2: Operational Effectiveness 12:05 p.m. 1:05 p.m. 2:05 p.m. 3:05 p.m. Topics: Tools & applications that states are using for GASB 87 on Leases / Changes to pension/OPEB benefits / Virtual (50 minutes) meeting and collaboration tools (other topics)

Moderator: Doug Cotnoir, State Controller – ME 12:05 – 1:05– 2:05 – 3:05 – Break 12:15 p.m. 1:15 p.m. 2:15 p.m. 3:15 p.m. 12:15 – 1:15 – 2:15 – 3:15 – Session J: ACFR and Narrative Reporting in the Cloud Era 12:55 p.m. 1:55 p.m. 2:55 p.m. 3:55 p.m. Matt Clarkson, Financial Reporting Supervisor, Office of Management and Enterprise Services – OK (40 minutes) Kim Champion, President, Innofin Solutions Mark Betchey, Director Statewide Strategy, Business Development, Oracle Jaquelyn Flickinger, Director State & Local Strategy and Business Development – ERP/EPM, Oracle Kapil Garga, Solution Consultant, Oracle NASC VIRTUAL ANNUAL CONFERENCE DRAFT PROGRAM March 23-25, 2021

Pacific Mountain Central Eastern Time Time Time Time Topic/Speaker 12:55 – 1:55 – 2:55 – 3:55 – Break 1:05 p.m. 2:05 p.m. 3:05 p.m. 4:05 p.m. 1:05 – 2:05 – 3:05 – 4:05 – Session K: Finance Automation Benefits During and After COVID-19 1:45 p.m. 2:45 p.m. 3:45 p.m. 4:45 p.m. Amy Fenstermacher, Manager, Technology Consulting EY (40 minutes) Andrew Kleine, Senior Manager, EY Chris Estes, Finance, Operations & Technology Leader, EY 1:45 – 2:45 – 3:45 – 4:45 – Break 1:55 p.m. 2:55 p.m. 3:55 p.m. 4:55 p.m. 1:55 – 2:55 – 3:55 – 4:55 – Session L: Internal Controls in a Remote Environment – What are State Governments Doing to Strengthen or Change 2:35 p.m. 3:35 p.m. 4:35 p.m. 5:35 p.m. Controls to Maintain Data Security

(40 minutes) Patrick Hodges, Deputy Controller, State Controller’s Office – ID Jodi Daugherty, Partner, Eide Bailly LLP Anders Erickson, Cybersecurity Principal, Eide Bailly LLP Thursday, March 25, 2021 7:00 – 8:00 – 9:00 – 10:00 – Opening remarks 7:05 a.m. 8:05 a.m. 9:05 a.m. 10:05 a.m. 7:05 – 8:05 – 9:05 – 10:05 – Session M: Reporting Transparency and Oversight of Pandemic Spending – Coronavirus Relief Fund and Emergency 7:55 a.m. 8:55 a.m. 9:55 a.m. 10:55 a.m. Rental Assistance Program

(50 minutes) Richard Delmar, Acting Inspector General, U.S. Treasury Office of Inspector General Debbie Harker, Assistant Inspector General for Audit, U.S. Treasury Office of Inspector General Jeanine Keay, Pandemic Response Accountability Committee Senior Web Manager, Council of the Inspectors General on Integrity and Efficiency 7:55 – 8:55 – 9:55 – 10:55 – Break 8:05 a.m. 9:05 a.m. 10:05 a.m. 11:05 a.m. 8:05 – 9:05 – 10:05 – 11:05 – Session N: GASB 87 Technology Leading Practices 8:45 a.m. 9:45 a.m. 10:45 a.m. 11:45 a.m. Christopher Stewart, Partner, Deloitte & Touche LLP (40 minutes) Burju Cobb, Senior Manager, Deloitte & Touche LLP 8:45 – 9:45 – 10:45 – 11:45 – Break 8:55 a.m. 9:55 a.m. 10:55 a.m. 11:55 a.m. 8:55 – 9:55 – 10:55 – 11:55 a.m. – Session O: Preventing & Detecting Fraud & Compliance Risk During Economic Uncertainty 9:35 a.m. 10:35 a.m. 11:35 a.m. 12:35 p.m. Catherine Byrne, State Controller – NV (40 minutes) Jim McClurkin, Sr. Director – Public Sector, SAP Concur Jon Lawrence, VP of Product, Oversight Systems 9:35 – 10:35 – 11:35 – 12:35 – Break 9:45 a.m. 10:45 a.m. 11:45 a.m. 12:45 p.m. 9:45 – 10:45 – 11:45 a.m. – 12:45 – Session P: Washington State’s ERP Effort - Moving to the Cloud 10:25 a.m. 11:25 a.m. 12:25 p.m. 1:25 p.m. Brian Tinney, Assistant Director, Office of Financial Management – WA (40 minutes) Robin Milne, Principle, Plante Moran NASC VIRTUAL ANNUAL CONFERENCE DRAFT PROGRAM March 23-25, 2021

Pacific Mountain Central Eastern Time Time Time Time Topic/Speaker 10:25 – 11:25 a.m. – 12:25 – 1:25 – Lunch break 11:25 a.m. 12:25 p.m. 1:25 p.m. 2:25 p.m. 11:25 a.m. – 12:25 – 1:25 – 2:25 – Session Q: What’s New with Cost Allocation – current issues and impact of the Revised 2-CRF Part 200 12:05 p.m. 1:05 p.m. 2:05 p.m. 3:05 p.m. Jennifer Pacheco, Taxation and Cost Allocation Compliance Specialist – Lead, Office of the State Controller – NC (40 minutes) Nelson Clugston, Vice President, Financial Services, MAXIMUS 12:05 – 1:05 – 2:05 – 3:05 – Break 12:15 p.m. 1:15 p.m. 2:15 p.m. 3:15 p.m. 12:15 – 1:15 – 2:15 – 3:15 – Session R: Cybersecurity: Protecting Yourself, Your Organization and Your Customer’s Data 1:05 p.m. 2:05 p.m. 3:05 p.m. 4:05 p.m. Shannon Tufts, Ph.D., Associate Professor of Public Law and Government, School of Government, UNC-Chapel Hill (50 minutes) 1:05 – 2:05 – 3:05– 4:05 – Break 1:15 p.m. 2:15 p.m. 3:15 p.m. 4:15 p.m. 1:15 – 2:15 – 3:15 – 4:15 – Comptrollers’ Roundtable 3: General Topics 2:05 p.m. 3:05 p.m. 4:05 p.m. 5:05 p.m. Topics: Teleworking – successes and challenges / Staying connected with employees while working remotely / (50 minutes) Succession planning and staff recruitment and retention / “hoteling” space instead of dedicated cubicles/offices (other topics)

Moderator: Cheryl Grey, Administrator, State Financial Services Division – MT 5:05 – Conference adjournment and closing remarks 5:10 p.m.

NASC VIRTUAL ANNUAL CONFERENCE DRAFT PROGRAM March 23-25, 2021

Continuing Professional Education

Learning Objectives: At the conclusion of this conference, participants will be able to:  Recount changes to the roles and responsibilities of state comptrollers.  Identify and discuss new accounting standards and rules.  Apply practical information learned through case studies from peer offices and organizations.  Discuss state government financial management as it relates to the broader, national fiscal outlook.

Level of Knowledge: Overview.

Education or Experience No prerequisites required. Prerequisite:

Advance Preparation: No advance preparation required.

Fields of Study: Sessions will be offered in fields of study including Accounting (governmental), Finance and Personnel/HR

Delivery Method: Group-Live. All sessions include Q&A opportunities.

CPE: 19 credits have been recommended for the conference.

Attendance Requirements: In order to obtain CPE credit for this event, participants must submit attendance verification codes provided during each session.

Refunds, Cancellations & A processing fee of $50.00 may be charged for any cancellation received less than one week prior to the start of the conference. For more Complaints: information regarding administrative policies such as refunds and complaints, please contact our offices at (859) 276-1147.

NASBA The National Association of State Auditors, Comptrollers and Treasurers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.