Upcoming VTGFOA Events

2023 Winter Workshop

Thursday, February 16, 2023
Zoom Webinar
12p-2p

Grab your lunch and meet us on the web.

12:00 p.m.     Short Term Investments: What and How

Market update followed by practical advice on getting started with structured short term investment portfolio.

Karissa McDonough, Fixed Income Strategist, SVP – Community Bank Trust Services
TBD, Investment Advisor – M&T Bank

1:15 p.m.      Communicating Complex Data for the Finance Officer

Discussion and presentation on how to take complex data and analysis and effectively communicate it to the public both verbally and graphically.

Coralee Holm,  Engagement & Leadership Consultant
Sarah Morgan, Planner – City of Burlington

2 CPE Credits

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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 Aldiere, 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