KSGFOA

Session 1 | Governments & Management of COVID-19 Related Funding - BKD

State and local governments are currently receiving large amounts of federal funding related to the covid-19 pandemic. These governments are dealing with a myriad of challenges related to the management and use of these funds. With fluid regulations, a quick timeframe to utilize the funding, staffing challenges, and varying interpretations out there it is easy to feel overwhelmed. This presentation will seek to simplify the complexities of grants management, give best practices for compliance, and share resources to stay on top of the latest regulations.

Speaker: Danny Martinez, BKD

October 1, 2020 | 10:15a -11:15a

Session 2 | The Economic Outlook- Raymond James

Dr. Brown will discuss the current state of the economy, the Fed’s revised monetary policy framework, and where we may be headed after the November election.

Speaker: Scott Brown, SVP, Chief Economist, Raymond James

October 8, 2020 | 9:00a -10:00a

Session 3 | Achieving Cybersecurity Resilience Using a Lifecycle Approach - Tyler Technologies

There is no end game when it comes to cybersecurity. It's not a destination. It’s an ongoing, evolving process. Your goal is to achieve cyber resiliency – the ability to prepare for and adapt to changing conditions, so you can detect threats and recover rapidly from disruptions. This means taking a strategic approach – one that includes people, processes, and technology. This can seem like a daunting task, especially if you are just getting started building a program.

In this presentation, we will hear from Brendan D. Travis, Tyler Cybersecurity's director of business development, who will discuss best practices for your program development, risk assessment, training, tech testing, and threat detection.

Speaker: Brendan D. Travis, Tyler Technologies

October 15, 2020 | 9:00a- 10:00a

Session 4 | Behind the scenes: How organizations assess feasibility and make location decisions- BakerTilly

This education session will begin with an exploration of development project finance and feasibility analysis. We will examine traditional and non-traditional financing methods that can be used to create transformational projects in communities. Gaining an understanding of these tools can help your community gain an advantage in investment pursuits and reduce the amount of local subsidy needed to create feasible projects. The discussion will highlight real world examples and teach attendees how to take advantage of programs such as PACE, Opportunity Zones and New Markets Tax Credits.

The session will also delve into the site selection process and discuss strategies that communities can use to improve visibility and success in attracting and securing new investments.

Speaker: Brad E. Elmer, CFA

October 22, 2020 | 9:00a- 10:00a

Session 5 |

Presentation by Moody's

Session 6 | 

Presenter:  Michael Shedek

Title:  Succession and Workforce Planning in the Government Sector

Presentation by RSM

Session 7 | COVID and the Municipal Bond Market- Columbia Captial

This session will provide up-to-date intelligence on the impact of the pandemic on the municipal market, including brief walk through history to see the impact on the market of the crisis in its first few weeks, a discussion of how the market reacted over the summer and early fall, a review of bond market “winners and losers” so far, a quick tour of the Fed’s Municipal Liquidity Facility, some conversation about rating agencies’ approach post-COVID and some predictions about how the market might fare in the coming months. We will do our best to share actionable information for any bond issuer and to provide interesting insights for those who aren’t regularly in the muni market.

Speaker: The Columbia Capital Team

Novemeber 5, 2020 | 10:15a-11:15a

Session 8 | 

Presentation by JP Morgan Chase Bank, N.A. 

November 6th, 2020 | 9:00a-10:00a

Network Session 1: 

Presentation by RSM 

October 8th, 2020 | 10:15a-11:15a

Network Session 2: 

Presentation by Moody's

October 9th, 2020 | 11:00a-12:00p

Network Session 3: Municipal Bond Issuance in Kansas from Beginning to End- Columbia Capital

This session will cover the evolution of a bond transaction from capital planning and plan of finance development, through selecting a transaction team, to choosing the method of sale, to pricing mechanics, to closing and through post-closing responsibilities. The session will be led by individuals with three different perspectives on the bond issuance process—bond counsel, financial advisor and an issuer’s debt manager. This session is perfect for an individual new to debt issuance, someone with prior experience who just needs a refresher or a regular issuer interested to match the details of their process with the experience of others. 

Speakers:  Rachelle Matthews, City of Topeka, Kevin Cowan, Gilmore & Bell PC, Jeff White, Columbia Capital Management, LLC

October 15, 2020 | 10:15a-11:15a

Network Session 4: BKD

Accounting is a language all its own. At BKD, CPAs & Advisors, our tax, audit, and consulting professionals can assist you with strategic solutions that drive real results. In a nutshell, we are a national firm with 40 offices in 18 states, including local offices in Wichita and Kansas City. What does that mean for you? Local expertise with deep resources from advisors who specialize in services for the public sector. They work every day with municipal & state governments, airports, public utilities, and tribal governments to assist in:

• Audits

• Single Audits & HUD

• Grant Management Services

• Lease Accounting

• Fraud

• Construction Audits

• Performance Audits

• Data Analytics & Business Intelligence

• Risk & Internal Control Assessments,

• IT Risk Assessments

• Cybersecurity, and more

Everyone needs a trusted advisor. Who’s Yours?

Network Session Demonstration of LeaseVision- This solution helps entities implement GASB 87 and FASB Accounting Standards Codification (ASC) 842 on lease accounting. BKD has a 3-part solution which uses our proprietary artificial intelligence tool, a detailed road map and an Excel based tool to assist in navigating lease accounting rules no matter the complexity or volume of leases.

Speaker: Teresa Seymour

October 16, 2020 | 11:00a-12:00a

Network Session 5: Tyler Detect, Managed Threat Detection Solutions for the Public Sector- Tyler Technologies

All public sector and school organizations are at risk of a cyberattack. They disrupt the daily activities of our clients more than any other type of disaster. Continuous analysis of your network activity is essential for quick threat detection. Tyler's managed threat detection service, Tyler Detect™, is a perfect solution for organizations that struggle with the day-to-day demands of threat detection, whether due to gaps in technology, workforce, or expertise. Tyler can confirm and alert you of an infection within minutes of an attack, 24 hours a day, seven days a week, all at a fraction of the cost of alternative solutions. In this session, you will learn about Tyler Detect, our managed threat detection service, and how it can strengthen your cybersecurity defenses.

Speaker: Karen Grosset

October 22, 2020 | 10:15a-11:15a

Network Session 6: 

Sponsored by Raymond James

October 23th, 2020 | 11:00a-12:00p

Network Session 7: Accounting and Financial Management Services- BakerTilly

The COVID-19 pandemic has challenged our world in ways we have never experienced before. As municipalities look ahead, processes and procedures will be redefined. There will be a need to evaluate several areas and consider post-pandemic strategies. Baker Tilly Municipal Advisors will present an informal “networking” session to discuss outsourced financial management and offer best practices on how to design processes to enhance the roles of management, increase internal controls and provide assurance that internal and external reporting requirements within the organization are met in a timely and efficient manner.

Speaker: Benjamin Hart

October 29, 2020 | 10:15a-11:15a

Network Session 8: 

Presentation by JP Morgan Chase Bank, N.A. 

October 30th, 2020 | 11:00a-12:00p

Scott Brown, Raymond James

 

Scott J. Brown, Ph.D.
Chief Economist
Senior Vice President

Dr. Brown joined Raymond James in July 1993.  Dr. Brown earned his doctorate in economics from the University of California at San Diego, where he studied time series analysis and forecasting under Nobel Laureates Robert F. Engle and Clive W.J. Granger.  Dr. Brown also holds an M.S. degree in statistics from the University of Illinois and a B.A. degree in mathematics from the University of California at Irvine.  Dr. Brown serves on the Economic Advisory Committee of the American Bankers Association, the Economic Advisory Roundtable of the Securities Industry and Financial Markets Association, and the U.S. Chamber of Commerce’s Chief Economists Committee.  He has also served on the Governor's Council of Economic Advisors for the state of Florida.  Dr. Brown has appeared on CNBC, Bloomberg TV, Nightly Business Report, and Fox Business News and is often quoted in the financial press.

Brad E. Elmer, CFA- BakerTilly

 

Brad Elmer, managing director of Baker Tilly Municipal Advisors, LLC, has 20 years of finance experience, which includes the issuance of over $5 billion of municipal bonds and notes.

Education; Master of Business Administration, Real Estate University of Wisconsin – Madison; Bachelor of Arts - University of Northern Iowa (Cedar Falls, Iowa); Registered Municipal Advisor with the Securities and Exchange Commission; Drawing on both public and private experience, Brad advises clients on the issuance of bonds and supports municipal clients with his specialized expertise in real estate and economic development.Brad is a Chartered Financial Analyst (CFA).

Specific experience; Issued over $5 billion of municipal revenue, general obligation and appropriation debt used to finance capital improvement projects throughout the State of Wisconsin; Managed $14 billion of municipal debt including $1 billion of commercial paper and a $200 million derivative portfolio; Represented the State of Wisconsin in discussions and negotiations with rating agencies, institutional bond investors and underwriters; Analyzes and presents complex financing and investment strategies; In-depth understanding of real estate development and the public and private financial tools available to finance it; National incentives advisory experience

Industry involvement; Wisconsin Government Finance Officers Association (WGFOA); CFA Institute;Wisconsin Economic Development Association (WEDA): Council Of Community Development Finance Officers (CFA); Wisconsin Real Estate Alumni Association

Karen Grosset, Sales Manager, Tyler Technologies

  

Karen has been with Tyler Technologies since 1998, currently managing cybersecurity sales. Karen keeps up to date on the current cyber threat landscape and how it is impacting municipalities. With this information, she educates internal Tyler resources and municipalities on the need for cybersecurity protections. Before her current role, Karen worked as a Tyler account representative for existing ERP customers across the East Coast. Working closely with established customers for such an extended time gives Karen a unique perspective of municipal entities’ daily workings and unique needs. Karen earned a Bachelor of Science in Systems Engineering from the University of Virginia.

Benjamin Hart, CPA, CGMA, BakerTilly

 

Ben brings more than 25 years of experience working with cities, counties and utilities. In addition to his experience as a municipal advisor, he previously served as director of resource management for two large local municipalities in the Kansas City metropolitan area. His 15 years combined with both communities included managing each entities’ annual appropriation and utility-based debt as well as leading the finance team’s complex economic development initiatives. He was the key in the communities’ efforts in developing strategic economic development, planning and capital improvement policies and procedures, resulting in vital economic growth of both communities. He is active in the Kansas and Missouri Society of CPAs, sitting on the governmental accounting committee, as well as the Government Finance Officers Association at a national and local level. Specific experience − Provides municipal advisory services with the issuance of general obligation, special obligation, lease revenue and utility revenue bonds − Provides consulting services related to various financial and economic development policies − Provides long-term finance and capital planning consulting services − Provides priority-based budgeting/budgeting for outcomes expertise Industry involvement − American Institute of Certified Public Accountants (AICPA) − National Associate of Municipal Advisors (NAMA) − Kansas Society of Certified Public Accountants (KSCPA) − Governmental Finance Officers Association (GFOA) − Kansas Government Finance Officers Association (KSGFOA) − Eastern Kansas Government Finance Officers Association (EKGFOA) − Government Finance Officers of Missouri (GFOAMO) Benjamin O. Hart, page 2 Thought leadership ­ “Debt Management 101” ­ “From CIP to Fixed Asset to Disposition: Booking a Capital Asset Through It’s Life Cycle” (Texas GFOA) ­ “Economic Development for Finance Officers” ­ “Performance Budgeting Best Practices” ­ “Budgeting for Outcomes” ­ “Long-Term Financial Planning Helps Save Critical Resources” Continuing professional education ­ Certified Public Accountant ­ Chartered Global Management Accountant ­ Government Financial Policy Webinar Series

Danny Martinez, Managing Director, BKD

   

Danny is a member of BKD National Public Sector Group. In this role, he performs advisory and consulting services on a variety of technical accounting issues, including implementation of new standards as well as grant management of federal funds related to COVID-19. He also oversees audit engagements of governmental entities, including Single Audits in accordance with Uniform Guidance.

He has more than 13 years of experience providing audit, advisory and training services to a client base that includes municipalities and their component units, counties, utilities, school districts, state agencies, tribal governments and other entities receiving federal assistance.

Danny serves as the Zone 3 (GASB) Chair on the Technical Issues Committee of the American Institute of CPAs (AICPA), a group that provides a voice for its constituents in the standard-setting process. He is a member of Texas Society of CPAs and New Mexico Society of CPAs and has received the AICPA Advanced Single Audit Certificate. He also is membership director for the Dallas Chapter of the Association of Governmental Accountants (AGA®) and is a Certified Government Financial Manager® (CGFM®) through AGA.

He is a graduate of University of Southern California, Los Angeles, with a B.S. degree in accounting.

Teresa Seymour, CPA, BKD

Teresa is a member of BKD National Public Sector Group with more than 14 years of experience in performing audits and providing consulting services to clients in industries including municipalities, unified school districts, not-for-profit organizations and colleges and universities. She also performs audits in accordance with Uniform Guidance and Government Auditing Standards (Single Audit) and Kansas Regulatory Basis. She is a member of the American Institute of CPAs and Kansas Society of CPAs (KSCPA) and a graduate of the KSCPA 20 up to 40 leadership program. She also is a member of the National Government Finance Officers Association, Kansas Government Finance Officers Association (KSGFOA), and Women in Public Service. In addition, she is a board member of Arts Partners. Teresa is a graduate of Wichita State University, Kansas, with a B.A. degree in accounting.

Brendan D. Travis, CISM, Director of Business Development, Tyler Cybersecurity

 

Brendan joined Tyler Cybersecurity (formerly Sage Data Security) in 2012 as a Strategic Account Executive. In 2015, he was named director of business development. He is responsible for sales strategy development and helping to build effective and sustainable information security programs for businesses nationwide. Brendan brings over 20 years of security, risk, and compliance experience to the Tyler team with an established ability to develop long-term, collaborative partnerships by linking functional advantages across disciplines in support of strategic business objectives. He is a Certified Information Security Manager (CISM) and holds a BS in Business Administration from Saint Michael’s College and an MBA from Clarkson University.

Raymond James Financial, Inc. (NYSE: RJF) is a leading diversified financial services company with a focus on providing trusted advice and tailored, sophisticated solutions. We offer private client group, captial markets, asset management, banking and other services to inidividuals, corporations and municiplaties. 

Raymond James Company Profile

Click Here for Raymond James Website

Click Here for BakerTilly Website

BKD | Accounting is a language all its own.  At BKD, CPAs & Advisors, our tax, audit and consulting professionals can assist you with strategic solutions that drive real results.  In a nutshell, we are a national firm with 40 offices in 18 states, including local offices in Wichita and Kansas City.   What does that mean for you?  Local expertise with deep resources from advisors who specialize in services for the public sector.  They work every day with municipal & state governments, airports, public utilities and tribal governments to assist in:

• Audits
• Single Audits & HUD
• Grant Management Services
• Lease Accounting
• Fraud
• Construction Audits
• Performance Audits
• Data Analytics & Business Intelligence
• Risk & Internal Control Assessments,
• IT Risk Assessments
• Cybersecurity, and more

Everyone needs a trusted advisor.  Who’s Yours?

 Click Here for BKD Website

The J.P. Morgan Government banking team provides tailored financial solutions to more than 2,200 state, county and local governments in 40 of the 50 states. Our dedicated team of more than 60 bankers focus solely on strategies and best practices so that government entities have the practical tools and resources needed to meet today’s budgetary, tax collection, financing and liquidity challenges.

Click Here for Chase Website

Columbia Capital Profile

Click Here for Columbia Capital Website

 

Raymond James Resource Board

COVID-19 resources:

Baker Tilly’s Public Sector COVID-19 Recovery Assessment Tool

Recovery Assessment Tool

Baker Tilly’s coronavirus resource center for state and local governments

State and Local Governments

R3: A road map to reopen, recover and reset

R3- A Road Map

CommuniTIES podcast: Available relief funding for public sector entities

CommuniTIES Podcast

CARES Act: Are you subject to a federal compliance audit?

CARES Act Information

COVID-19 funding advisory and compliance for local governments (webinar)

Funding Advisory and Compliance

Operation Reset: Government Management Post-COVID-19 (webinar)

Operation Reset

Economic development resources:

CommuniTIES podcast: Economic development during COVID-19: private and public sector perspectives 

CommuniTIES Podcast

Reopen, recover, reset: Baker Tilly’s COVID-19 economic development road map for local governments

Reopen, Recover, Reset

Municipal economic development strategic planning – framework and benefits

Municipal Economic Development Strategic Planning

Local governments can use New Markets Tax Credits for community projects

New Markets Tax Credits for Community Projects

Local governments can position opportunity zones for strategic economic development

Opportunity Zones

Accounting and finance resources:

CommuniTIES podcast: Providing outsourced accounting and auditing value to local governments

CommuniTIES Podcast: Outsourced Accounting and Auditing

Internal audit risk assessments and annual audit planning in public sector entities

Internal Audit Risk Assessments

BakerTilly Resource Board

BKD SERVICES:

BKD Public Sector Services

BKD Municipalities & State Governments Services

BKD Airport Services

BKD Public Utilities

BKD Tribal Government

RESOURCES:

BKD 2020 Public Sector Thoughtware

BKD COVID-19 Resources for Public Sector Entities

 BKD 2020 Virtual Public Sector Seminar

WHAT OUR CLIENTS ARE SAYING:

BKD Client Stories

Public Finance Counsel You Know and Trust

Gilmore Bell was established in 1979 and is one of the leading public finance law firms in the United States with 56 attorneys nationwide. The firm primarily represents governmental entities and 501c3 organizations to negotiate financing alternatives including bond and lease transactions, economic development incentives and public-private partnerships. Complementing its core practice, Gilmore Bell also acts as underwriter’s counsel and bank counsel in public finance transactions.

The firm has an extensive tax and arbitrage rebate compliance practice – with four full-time tax attorneys and a staff of tax analysts – that has grown in response to increased complexity of Federal tax laws, regulations and IRS audit examinations. In addition, the firm provides continuing disclosure compliance services to issuers of municipal securities.

For more than 20 years, Gilmore Bell has consistently ranked in the top 10 nationally in number of bond counsel opinions rendered on municipal bond issues, and the firm consistently ranks 1st in the Midwest region, both in number and dollar volume of long-term state and local government bond issues. We strive to provide timely, effective and efficient service to assist our public finance clients in meeting their goals. This work ethic and practice integrity are at the core of our firm’s culture.

For more information, visit us at www.gilmorebell.com.