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2009 G o v e r n m e n t F i n a n c e O f f i c e r s A s s o c i a t i o n o f T e x a s F a l l C o n f e r e n c e

N o v e m b e r 4 - 6 , 2 009 H S h e r a t o n F o r t W o r t h H o t e l H F o r t W o r t h

THURSDAY, November 5, 2009

7:00 a.m. – 5:00 p.m.

REGISTRATION

7:00 – 8:15 a.m.

NEW-MEMBER AND-NEW ATTENDEE BREAKFAST

This breakfast is for first-time attendees and new members to

come and get an orientation to GFOAT. GFOAT Board and

committee chairs will be in attendance.

Moderator: GFOAT Membership Committee Co-Chair Collin

Boothe, Financial Manager, City of Conroe

7:00 – 8:15 a.m.

NETWORKING BREAKFAST (breakfast buffet for all conference attendees!)

Mingle with colleagues.

8:30 – 9:45 a.m.

WELCOME AND OPENING GENERAL SESSION (1.5 CGFO/CPE)

Welcome: GFOAT 2009-2010 President Kent Pfeil, Director of

Finance, City of Richardson; and Dale Fisseler, City Manager,

City of Fort Worth

THE NEW NORMAL: STRUCTURAL CHANGES FROM THE RECESSION

Keynote Speaker: Don C.Reynolds, Economist and Futurist

10:00 – 11:45 a.m.

CONCURRENT WORKSHOPS (2.0 CGFO/CPE)

Re-Evaluating Your Investment Strategy

Speakers: Corrine Steeger, Assistant Director/Treasury Manager,

City of Dallas; and Ben Kohnle, Partner, Grant Thornton, Dallas

Program Analysis/Reductions – Debundling Costs

Speaker: Karen Rhodes-Whitley, Budget Director, City of Plano

New Realities in the Municipal Bond Market

Speakers: Garry R. Kimball, Managing Director, and Paul N.

Jasin, Director, Specialized Public Finance Inc., Dallas

11:45 a.m. – 1:00 p.m.

LUNCH

BUSINESS MEETING AND AWARDS

Presiding: GFOAT Prsident Kent Pfeil, Director of Finance, City of

Richardson

Preliminary AgendaPRE-CONFERENCE EVENT (SEPARATE FEE)TUESDAY, November 3, 2009

8:00 a.m. – 5:00 p.m. 10 CGFO/CPE (NO PREREQUISITES)

PUBLIC FUNDS INVESTMENT TRAINING (separate $225 ticket,

lunch included)—See insert for program details. (Save $25 by

registering online at www.gfoat.org.)

WEDNESDAY, November 4, 2009

10:00 a.m. – Noon

CGFO STUDY GROUP

1:30 – 3:00 p.m.

COMMITTEE MEETINGS

Ethics Committee

FRRR Committee (GASB)

Membership Committee

Legislative Committee

Newsletter/Web Site Committee

Professional Development Committee

Program Development Committee

Scholarship, Fellowship and Foundation Committee

Women in Public Finance Network

3:00 – 5:00 p.m.

GFOAT EXECUTIVE BOARD MEETING

3:00 – 5:30 p.m.

CGFO TESTING

4:00 – 6:00 p.m.

REGISTRATION

5:00 – 6:30 p.m.

WELCOME RECEPTION

8:30 – Midnight

TEXAS HOLD ’EM

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1:15 – 2:15 p.m.

GENERAL SESSION: (1.0 CGFO/CPE)

Guest Speaker: Tom Hart, City Manager, City of Grand Prairie

2:15 – 2:30 p.m.

REFRESHMENT BREAK

2:30 – 3:45 p.m.

CONCURRENT WORKSHOPS (1.5 CGFO/CPE)

Information Technology Controls and Governance: What You Should KnowSpeaker: Dave Melbye, Consulting Solutions Manager, GFOA

Audit Guidance Under a New ARRASpeakers: Charles G. Yaple, CPA, Partner, Null-Lairson, P.C., Houston;Kevin Smith, Partner, Crowe Horwath LLP, Irving; and CaroleBurgess, CPA, Executive Director, Thomson Reuters PPC, Fort Worth

Appraisal Results from Housing and Commercial Property Value CrisisSpeakers: Jeff Law, Chief Appraiser, Tarrant County Appraisal District;and Alvin Lankford, Chief Appraiser, Williamson County Appraisal District

4:00 – 5:00 p.m.

CONCURRENT WORKSHOPS (1.0 CGFO/CPE)

Performance Based Decision-Making

Speaker: Jill Jordan, Assistant City Manager, City of Dallas

Legislation: Providing Effective Testimony

Speaker: Fred Hill, Former State Representative

Texas Municipal Retirement System (TMRS) Update

Speaker: David Gavia, Interim Executive Director, TMRS

5:00 – 8:00 p.m.

THURDAY NIGHT SOCIAL EVENTJoin us in the Ashton Depot, 1501 Jones Street, for a special reception immediately following the conference sessions. Relax with old friends and meet new colleagues. The reception, featuring heavy hors d’oeuvres, will allow time for locals to miss therush-hour traffic and visiting attendees to have time afterward toenjoy some Fort Worth culture.

FRIDAY, November 6, 2009

7:00 – 8:15 a.m.

NETWORKING BREAKFAST (breakfast buffet for all

conference attendees!)

Mingle with colleagues.

8:30 – 10:10 a.m.

CONCURRENT WORKSHOPS (2.0 CGFO/CPE)

Forecasting Methods/Techniques/Resources

Speakers: Dr. Bob Bland, University of North Texas, Denton;

Lewis F. McLain, Jr., President, CityBase.net, Inc., McKinney; and

J. Bryan Whitford, National Manager, MuniServices, LLC, Atlanta

GASB 54: Fund Balance

Speaker: Robert Scott, Assistant City Manager/Chief Financial

Officer, City of Carrollton

10:10 – 10:20 a.m.

REFRESHMENT BREAK

10:20 a.m. – Noon

CLOSING SESSION (2.0 CGFO/CPE)

Legislative Update

Speaker: Bennett Sandlin, General Counsel, Texas Municipal League

New Leadership Framework for Financial Professionals

Speakers: Paul Macklem, GFOA National President; and Randy

Moravec, Chief Financial Officer, Town of Addison

Noon

DRAWING

FOR

DOOR

PRIZES

(MUST BE

PRESENT

TO WIN)

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A T T E N T I O N !If you are a public finance official fora city, county, agency, or special district who is:• Trying to operate under severely constrained revenue sources;• Curious about the outlook for public finance in the unique political climate; and/or• Searching for ways to supportmeaningful and sustainable fiscal policy,TH I S MEET ING I S FOR YOU !

CONFIRMATIONS/BADGES: Conference badges will be mailed inadvance. If you do not receive your packet in the mail, you canpick up your registration materials on site. REMEMBER—BRINGYOUR BADGE AND ANY OPTIONAL TICKETS YOU MAY HAVEORDERED TO THE CONFERENCE.

CGFO TESTING: The Certified Government Finance Officer’sexam will be offered from 3:00 – 5:30 p.m. on Wednesday, November 4, at the Sheraton Fort Worth Hotel. If you are interested in sitting for the test during this time, please contact Suzette Clair at suzette@gfoat.org or Becky Brooks atblbrooks@gfoat.org. Also, there will be a study group meeting hosted by Carl Wessels, co-chair, at the Sheraton Fort WorthHotel on November 4 from 10:00 a.m. – Noon.

SPECIAL ACCOMMODATIONS: Let us know on the registrationform if you need special assistance of any kind. WE WANT TOHELP! In order to respond to any special requests, we would appreciate as much advance notice as possible. Thank you.

CAR RENTALS: AVIS discounts are available at www.avis.com orby calling 800-331-1600. Your Avis World Wide Discount (AWD)Number is J867208. Enterprise Corporate Class discounts areavailable at www.enterprise.com or by calling 800-736-8222.Your Corporate Class number, which is Y21222, can be assessedby entering the association acronym, TEX, at the CorporateReservation section of the Web site.

GOLF: A golf outing is scheduled for Wednesday, November 4,at The Gold Club at Fossil Creek, located at 3401 Clubgate Drivein Fort Worth (409-683-4710). Tee times will begin at 7:30 a.m.The cost is $45.00 per person, plus tax, which includes the greenfee, a golf cart, and a small bucket of range balls. The golf outingis limited to 24 golfers, four-person scramble. For further information, please contact Tony Sekaly with Coastal Security at800-681-4121 or tds@coastalsecurities.com; or Greg Wilmore,Finance Director for the City of Cleburne, at 817-645-0911 orgregw@cleburne.net. Visit www.thegolfclubatfossilcreek.com.

QUESTIONS: Call the TML Program Development Department at512-231-7400, or e-mail fallconference@tml.org.

(Save $25 by registering online at www.gfoat.org or www.tml.org.)

REGISTRATION FEE:DEEP DISCOUNT for Active GFOAT MembersBy October 12 – GFOAT Active Members Only $225 By October 12 – GFOAT Members $300After October 12 – GFOAT Members $350By October 12 - GFOAT Non-Member $400After October 12 – GFOAT Non-Member $450First-Time Attendee $175Student $ 85Thursday Social Event Guest $ 45 Women’s Networking Luncheon $ 40

PRE-CONFERENCE SESSIONThis will be a one-day workshop from 8:00 a.m. to 5:00 p.m. andwill provide 10 hours of continuing education in compliance withthe Public Funds Investment Act.

HOTEL INFORMATION: The SHERATON FORT WORTH HOTEL isthe site for the GFOAT Fall Conference. The hotel, located at 1701Commerce Street in Fort Worth, has extended a room rate of $149single/double. In order to receive this special rate, your reservationsmust be made by Monday, October 12. To make a reservation,please call the hotel at 817-335-7000 or 800-325-3535 and mention that you are registered for the GFOAT Fall Conference.The Sheraton Fort Worth Hotel is a non-smoking facility.

CANCELLATION AND SUBSTITUTION POLICY: If you are registered and cannot attend, we encourage you to send a substitute. If you cannot send a substitute, a $45 cancellation feewill be assessed if written cancellation is received by Monday, October 19. No refunds will be honored after that date.

TEXAS HOLD ’EM: The first 40 to contact Carl Wessels (cwessels@lancaster-tx.com) can play. A donation of $25 to the Foundation will be taken at the door.

THURSDAY NIGHT SOCIAL EVENT: If you are a registered GFOATconference delegate, your badge will gain you admittance to theevent. Only purchase an optional ticket for a person who is not registered for the conference. Ticketed events cannot be refundedafter Monday, October 19.

CONTINUING EDUCATION: An application will be submitted to theState Board of Accountancy for CEU/CPE continuing educationunits. CGFO credits will also be offered. No prerequisites arerequired for any session.

Co-Sponsored by the Government Finance Officers Association of Texas

GFOAT Pre-Conference EventSheraton Fort Worth Hotel HTuesday, November 3, 2009

PUBLIC FUNDS INVESTMENT ACT (separate $225 ticket, lunch included)

8:00 a.m. – 5:00 p.m. (registration at 7:30 a.m.)10 CGFO/CPE

Workshop InformationThe Center for Public Management and the Government Finance Officers Association of Texas will sponsor a

Public Funds Investment Act workshop on Tuesday, November 3, 2009, preceding the GFOAT Fall Conference

at the Sheraton Fort Worth Hotel.

This will be a one-day workshop from 8:00 a.m. to 5:00 p.m. and will provide 10 hours of continuing educationin compliance with the Public Funds Investment Act. In order to complete 10 hours of

training, a working lunch will be provided. The early registration fee for the workshop will be $225 per attendee, and the late registration fee will be $250 (save $25 by registering online at www.gfoat.org

or www.tml.org). Lunch will be provided. You do not have to attend the Fall Conference to attend the PFIA workshop.

How do I register? Save $25 by registering online at www.gfoat.org or www.tml.org, or you can sign up on the registration form included in this brochure.

The number of participants is limited, so register today.

Registration Form1 2 3

Policy—If you are registered and cannot attend, we encourage you to send a substitute. If you cannot send a substitute, a $45 cancellationfee will be assessed if written cancellation is received by Monday, October 19. No refunds will be honored after that date.

If you need additional forms, please copy this form. The name badges and confirmations will be mailed in advance. If an e-mail address is provided, you will also receive confirmation via e-mail.

Please type or print the information requested.

Full Name: __________________________________________________________________________________________________

Badge Name: ________________________________________________________________________________________________

Title: _________________________________________________________________________________________________________

City/Organization: ______________________________________________________________________________________________

Address: _____________________________________________________________________________________________________

City: ________________________________________________State: _____________________Zip: ____________________________

Phone:________________________________Fax: ________________________________ E-mail:_____________________________

I require the following special accommodations: ________________________________________________________________________

CREDIT CARD PAYMENTS:

o MasterCard o Visa o Am Ex o Discover

Cardholder's Name (Please Print)____________________________________________________

Acct #________________________________________________________________________

Signature______________________________________________________________________

Exp. Date______________________________________________________ _____________________

Registration Fees: AmountDEEP DISCOUNT for Active GFOAT Memberso By October 12 – GFOAT Active Members Only $225 o By October 12 – GFOAT Members $300o After October 12 – GFOAT Members $350o By October 12 - GFOAT Non-Member $400o After October 12 – GFOAT Non-Member $450o First-Time Attendee $175o Student $ 85o Thursday Social Event Guest $ 45 o Women’s Networking Luncheon $ 40 Pre-Conference Session: o Public Funds Investment Act (Tuesday) $225

Total $_________

Required—Please indicate below concurrent sessions you will attend:

2009 GFOAT Fall Conference

THREE WAYS TO REGISTER:(Your registration will not be processed until payment is received.)

Register online withcredit card payment at:www.tml.org(click on “Training”)

Fax this form with credit card payment to: 512-231-7495

Mail this form with payment to: TML Administrative Services1821 Rutherford Lane, Suite 400Austin, TX 78754-5128

FOR TML OFFICE USE ONLY:Business Check__________________________________ $____________________________

Personal Check__________________________________ $____________________________

Total $____________________________

Batch No.__________________________

Id #_______________________________

Thursday: 10:00 – 11:45 a.m.o Re-Evaluating Your Investment Strategyo Program Analysis/Reductions – Debundling Costso New Realities in the Municipal Bond Market

Thursday 2:30 – 3:45 p.m.o Information Technology Controls and

Governance: What You Should Knowo Audit Guidance Under a New ARRAo Appraisal Results from Housing and

Commercial Property Value Crisis

Save $25 by registering online at www.gfoat.org or www.tml.org

Thursday 4:00 – 5:00 p.m.o Performance Based Decision-Makingo Legislation: Providing Effective Testimony o Texas Municipal Retirement System

(TMRS) Update

Friday 8:30 – 10:10 a.m.o Forecasting Methods/

Techniques/Resources o GASB 54: Fund Balance