Upcoming VTGFOA Events

Annual Meeting & Summer Workshop
June 10, 2026
Jenna's House 117 St. Johns Road, Johnson, VT 05656
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Agenda
​​8:30 AM Check In & Light Breakfast
8:55 AM Welcome
Angela Aldieri, VTGFOA President
9:00 AM Internal Controls Checklist
This session will walk through the internal controls checklist required by Vermont statute, including its purpose, key requirements, and common challenges in implementation. The first portion will focus on understanding the checklist and how it is applied in practice. The session will conclude with a facilitated discussion alongside the State Auditor’s Office to explore gaps, limitations, and opportunities for improvement.
tbd
Tim Ashe, Deputy State Auditor, Office of the Vermont State Auditor
10:15 AM Break
10:30 AM Governmental Accounting Standards Bureau Update  
Annual update of new and upcoming statements from the Governmental Accounting Standards Bureau
Lisa Parker, GASB 
11:45 AM Annual Meeting
12:15 PM Lunch
1:30 PM Governmental Accounting Back to Basics  
New to governmental accounting or just need a refresher? This session is designed with you in mind. Our engaging presenter will break down the basics in a clear and accessible way, with practical insight throughout.
Sarah Macy, Director of Finance & Administration, City of St. Albans 
2:30 PM Safe Journey Home! 

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Previous Topics

• Taxable and Nontaxable Fringe Benefits - Bill Hall, Senior Financial Consultant, VLCT
• Ethics and Local Government - Madeline Motta and Julie Hulbard, Vermont State Ethics Commission
• Records Retention for VT Municipalities - Megan Wheaton-Book, Records Management Specialist, Vermont State Archives and Records Administration
• Best Practices, Policies and Procedures for Municipal Governments - Bill Hall, Senior Financial Consultant, VLCT; Angela Aldieri, Staff Accountant, City of Winooski; Lauren Morrisseau, Finance Director, Town of Essex and Village of Essex Junction; Aaron Fransst. Town Manager and CFO, Town of Colchester
• Essential Methods for Effective Project Management - Joseph P. Eriole, Esq., COO, OnPoint Management Consulting
• VMERS Update - Jennifer Burdick and Laurie Lanphear, Retirement Division, VT State Treasurer's Office
• Writing a Better MD&A - Bill Hall, Senior Financial Consultant, VLCT
• Managing Delinquent Taxes and the Tax Sale Process - Kevin O'Toole, Dover, VT
• Fraud Risk Management - Fred Duplessis and Rick Brigham, Partners, Sullivan Powers & Co.
• Insurances for Municipalities - VLCT
• Independent Contractor or Employee? - Kerin Stackpole, Paul Frank & Collins, PC
• C-101 Quarterly Wage and Health Care Contribution Reporting - Meghan Kirby, UC Tax Field Auditor, VTDOL
• Keep an Eye on the Cadillac Tax; Deb Loughlin, Principal, Digital Benefit Advisers
• Accepting Credit Cards for Municipal Services - Shelley Quinn, VP of Cash Management & Government Banking, Merchants Bank; Aaron Frank, CFO, Town of Colchester

• GFOA's Best Practices in Budgeting - John Fishbein, Senior Program Manager, Technical Services Center, GFOA
• Managing the RFP Process - Michael Gilbar, CFO, VLCT
• Realizing the Full Potential of Your Financial Management Software - Ernie Saunders, President, NEMRC
• Capital Planning and the Use of Capital Reserves for Funding - Wendy Wilton, City Treasurer, City of Rutland; Aaron Frank, CFO, Town of Colchester; Bob Giroux, Executive Director, VMBB
• GFOA Best Practices for Grant Administration - Bill Hall, Senior Financial Consultant, VLCT
• OMB's "Super-Circular" Uniform Guidance - Bill Hall, Senior Financial Consultant, VLCT
• Financial Analysis and the Budget Cycle - Chad Hewitt, CPA, Sullivan Powers & Co.; Sarah Duffy, Finance Manager, St. Albans City
• Employee Engagement and Successfully Managing Performance - Kerin Stackpole, Attorney at Law, Paul Frank + Collins, PC
• Pension Reporting for Local Governments - Beth Pearce, Treasurer, State of Vermont
• Annual GASB Update - Lisa Parker, Project Manager, Governmental Accounting Standards Board
• Lean Process Improvement Techniques - Kate McGovern, Bureau Chief, New Hampshire Bureau of Education & Training
• Lean and the Business Transformation Initiative at the Department of Environmental Conservation - John DosSantos, Financial Administrator, DEC
• Financial Reporting of Deferred Inflows and Deferred Outflows of Resources, and Net Position - Bill Hall, Senior Financial Consultant, VLCT
• Fraud, Waste and Abuse: What Government Officials Need to Know About Employee Theft and How to Combat It - Christopher Marquet, Marquet International Ltd

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Photos from Past Events