AGENDA
*Times and Content Subject to Change

Tuesday, May 3, 2022

7:00 a.m. - 5:00 p.m.

Registration

7:30 a.m. - 12:00 p.m.

Exhibit Hall Open

7:30 a.m. - 8:30 a.m.

Complimentary Breakfast

8:30 a.m. - 9:00 a.m.

Annual Membership Meeting

9:00 a.m. - 10:30 a.m.

Opening Keynote - Curious Leadership
Claudia Williams, Executive Coach & Leadership Mentor, The Human Zone LLC

The workplace has changed dramatically over the last two years and so must leaders. Curious leaders don’t tell their people what to do. They care about who their people are and guide them to where they want to be. In this program, we will explore pre- and post-pandemic workplace cultures and how today’s leaders can build genuine trust and loyalty in their organizations, allowing them to develop workplace environments where colleagues are excited and invested and able to achieve sustainably higher results.

10:30 a.m. - 10:55 a.m.

Break with Exhibitors

10:55 a.m. - 11:45 a.m.

Concurrent Sessions

Payment Trends and Meeting Customers Expectations
Zubair Ahmed, Vice President, J.P. Morgan
Jamillah Moore, Vice President, J.P. Morgan

Presentation on payment trends (pre-Covid and post-Covid) and how they are impacting your cities, boroughs, and counties as a whole, and your constituents. Walk through solutions (new and old), and tips to help you manage adding the new payment methods your constituents are accustomed to and looking for.

Are Your Business Payments Safe?
Mike Doerr, Vice President, Paymerang
Sierre Lindgren, Senior Fraud Analyst, Paymerang

Did you know your current check processing is posing risks and exposing your AP payments to payment fraud risks? With internal and external threats on the rise, accounting teams have no time to lose in mitigating the risk of payment fraud, safeguarding sensitive banking information, and ensuring the integrity of the accounting system. Electronic payment solutions, such as virtual cards and ACH transactions, provider greater protections than paper checks, mitigating the risk of payment fraud.

11:45 a.m. - 12:45 p.m.

Lunch for Non-Golfers

12:00 p.m.

Golf Outing

12:45 p.m. - 1:35 p.m.

Concurrent Sessions

Outsourcing Delinquent Account Collection- What you Need to Know
Kevin Buraks, Esquire, Portnoff Law Associates, Ltd.
Jason Leininger, Esquire, Portnoff Law Associates, Ltd.

Collecting delinquent accounts is often a frustrating and time-consuming task. Pennsylvania enacted legislation that allows municipalities to outsource this responsibility to a third-party collector at minimal cost. This session will provide a thorough understanding of this law and the benefits that it can bring to municipalities and their residents.

ClearGov: The Shift to Website-based Budget Books
Andrew Donohue, Senior Account Executive, ClearGov

Andrew will be overviewing how/why communities are shifting away from their typical approach to display their budget: Word + Excel + Powerpoint = Static PDF. Instead, opting towards a more digestible, digital format that council & citizens can interact with. The presentation will also touch upon the GFOA Budget Book Award criteria, and some of their recent changes. Lastly, the presentation will cover how to incorporate a multi-year CIP plan into your budget book.

1:35 p.m. - 1:45 p.m.

Break

1:45 p.m. - 2:35 p.m.

Concurrent Sessions

Meeting Changing Payment Needs and Driving Payments with Digital Wallets
Christine Miles, Director of Sales, WPJWA, Paymentus

Accelerate revenue collection, increase customer satisfaction, and meet all customer demographics by adding digital wallets to your payment offering. Wilkinsburg-Penn Joint Water Authority will cover the drivers and success of adding several modern payment options to meet growing customer needs and provide flexibility for customers during the pandemic and beyond.

Pension Performance Expectations in a New World
Anna J. Rathbun, CFA, CAIA, Chief Investment Officer, CBIZ Investment Advisory Services, LLC
Rich Ritzer, Vice President - Retirement & Investment Solutions, CBIZ Investment Advisory Services, LLC

This session will provide education on how to address municipal defined benefit pension plans with respect to asset allocation in an environment where long term return assumptions have been slowly declining.

2:35 p.m. - 2:45 p.m.

Break

2:45 p.m. - 3:35 p.m.

Concurrent Sessions

Advanced Excel
Dwight Miller, Finance Director, Borough of State College

I’ll be covering Pivot Tables, Pivot Charts, Working with data tables, Horizontal and Vertical table lookups, and table lookup with two values.

Tackling Pensions and Other Post-Employment Benefits
Charles Francis, Former Municipal Finance Director, PARS
Joshua Mayhue, Conrad Seigel, PARS
John Vargo, Conrad Seigel, PARS
Maureen Toal, Executive Vice President, PARS
Christen McKay, Director of Marketing, GovInvest

A timely panel with a former finance director, actuary, investment consultant, retirement plan/trust administration, and pension/OPEB software specialist to learn about new and innovative ways that local governments are addressing long-term pension and OPEB obligations:

  • Current state of public pensions and retiree healthcare
  • Innovative uses of a Section 115 trust for long term liabilities
  • Forecasting and analytical solutions
  • Funding and investment policies and approaches
  • Case study examples from PA

3:35 p.m. - 3:45 p.m.

Break

3:45 p.m. - 4:35 p.m.

Concurrent Sessions

The Single Audit Process
Cathy Harlow, CPA, Boyer and Ritter, LLC

Tina Gipe, Manager, Boyer and Ritter, LLC

This session will provide an overview of the Single Audit Process with a focus on the use of the Office of Management and Budget Compliance supplement in addressing the audit requirements related to ARPA and other federal funds received by local governments.


Social Engineering and The Human Firewall

Anthony Mavaro, Account Executive, Infradapt


The cyber threat prevention business is projected to grow to a USD 346 billon dollar per year industry by 2027. In fact, over USD 100 billion is invested in cyber security measures on an annual basis today.


All this funding spent to prevent Cyber Threat Actors from succeeding, yet somehow, they are still very much in business. What is their secret to success?


Social engineering, or manipulation of the end user, is responsible for over 98% of successful cyber-attacks. From convincing emails to spoofed websites, the internet is teeming with threats to your municipality that cannot be prevented by simply accounting for a line item on your next budget. In the end, you and your employees are the greatest defense – the human firewall that will defend your organization’s network.


Join Account Executive Anthony Mavaro, as he outlines the inner workings of social engineering tactics used by cyber criminals, and what administrators at every level of the municipal government can do to raise a culture of awareness and protect their data.

5:45 p.m. - 10:00 p.m.

Open Evening and Dine-Around

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