Upcoming VTGFOA Events

Fall Workshop
​November 19th, 2025
Alumni Hall, 20 Auditorium Hill, Barre, VT 05641

Agenda

8:30 AM Check In & Light Breakfast
8:55 AM Welcome
             Angela Aldieri, VTGFOA President
9:00 AM Grant Compliance and Subrecipient Monitoring Reporting
             Jordan Black-Deegan, Vermont Department of Finance & Management
             Kimberly Baker, Vermont Department of Finance & Management
10:15 AM Break
10:30 AM Best Practices in Treasury Management
             Jessica Brookes, TD Bank
             Debbie Sheridan, TD Bank
11:45 AM Lunch
1:00 PM Gamifying Internal Controls: Turning Compliance into a Team Sport 
             Rod Sigurdson, Vermont Department of Finance & Management
             Stephanie Cohen, Vermont Office of the Treasurer
2:15 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