| FLORIDA SCHOOL FINANCE OFFICERS ASSOCIATION |
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| June 21 - 24, 2016 |
| Sawgrass Marriott Golf Resort |
| Ponte Vedra Beach, FL |
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| TIME |
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PROGRAM ITEM |
| Monday, June 20, 2016 |
| 5:00 PM |
6:00 PM |
Board of Directors Meeting |
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| Tuesday, June 21, 2016 |
| 7:30 AM |
8:30 AM |
Continental Breakfast |
| 8:30 AM |
4:00 PM |
Finance Council Meeting |
| 8:30 AM |
10:10 AM |
Accounting and Audit Update Scott Anderson, Cherry Bekaert LLP; Danny Chesney, Cherry Bekaert LLP |
| 10:10 AM |
10:20 AM |
Break |
| 10:20 AM |
12:00 PM |
Accounting and Audit Update Scott Anderson, Cherry Bekaert LLP; Danny Chesney, Cherry Bekaert LLP |
| 12:00 PM |
1:30 PM |
Lunch (on your own) |
| Concurrent Mini Sessions |
| Session I |
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| 1:30 PM |
2:20 PM |
A - Accounting 101 Alice Posada, Marion County Public Schools |
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B - Budget 101 Heather Jenkins, Manatee County Public Schools |
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C - Federal Policy Update - Every Student Succeeds Act (ESSA) Martha Asbury, Florida Department of Education |
| 2:20 PM |
2:30 PM |
Break |
| Session II |
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| 2:30 PM |
3:20 PM |
A - Accounting 102 Alice Posada, Marion County Public Schools |
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B - Budget 102 Heather Jenkins, Manatee County Public Schools |
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C - Transition from OMB A-133 to Subpart F - Audit Requirements RSM |
| 3:20 PM |
3:40 PM |
Break (snack provided) |
| Session III |
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| 3:40 PM |
4:30 PM |
A - Budget for Accounting Staff Alan Jowers, CPA & Chad Branson, CPA, CITP, Carr, Riggs & Ingram |
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B - Accounting for Budget Staff Pennie Zuercher, Brevard County Schools |
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C - Grants 101 Martha Asbury, Florida Department of Education |
| 4:30 PM |
5:30 PM |
Registration |
| 5:30 PM |
7:30 PM |
Welcome Reception |
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Dinner (On Your Own) |
| Wednesday, June 22, 2016 |
| 7:00 AM |
8:00 AM |
Continental Breakfast |
| 7:00 AM |
8:00 AM |
Registration |
| 8:00 AM |
8:30 AM |
Opening Remarks |
| Invocation |
| Presentation of Colors & Pledge of Allegiance Nease High School Navy ROTC |
| Welcome to St. Johns County Joseph G. Joyner, Ed.D, Superintendent |
| 8:30 AM |
10:10 AM |
DOE Update (Legislative Update and Financial Outlook) Florida Department of Education |
| 10:10 AM |
10:20 AM |
Break |
| 10:20 AM |
11:10 AM |
Sponsor Recognition |
| 11:10 AM |
12:00 PM |
FSBA Update/FADSS Joy Frank, Florida Association of District School Superintendents |
| 12:00 PM |
1:30 PM |
Lunch (on your own) |
| Concurrent Mini Sessions |
| Session I |
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| 1:30 PM |
2:20 PM |
A - FEFP Detail Review Lee Davis, Florida Department of Education |
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B - TRIM Update & E-TRIM Wyatt Peters, Florida Department of Revenue |
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C - SEC and GASB 79 Changes and the Impact on Florida School Districts David Jang, Wertz York Capital Management Group |
| 2:20 PM |
2:30 PM |
Break |
| Session II |
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| 2:30 PM |
3:20 PM |
A - Classroom Supply Program (Roundtable) - Palm Beach Bulletin, Palm Beach Presentation, Hillsborough Video (password: C2L) Gretchen Saunders, Hillsborough County Public Schools; Nancy Samuels, Palm Beach County Public Schools; Jason Pitts, Polk County Public Schools |
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B - Capital Outlay Budget (Charter Schools, PECO) Suzanne Tart, Florida Department of Education |
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C - Market Update Rick Patterson, Parker Colvin, & Natalie Sidor, Raymond James; Brent Wilder, Public Financial Management; Bob Gang, Greenberg Traurig |
| 3:20 PM |
3:40 PM |
Break (snack provided) |
| Session III |
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| 3:40 PM |
4:30 PM |
A - Accounting Users Group Pennie Zuercher, Brevard Public Schools |
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B - Class Size Update Lee Davis, Florida Department of Education |
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C - Treasury Users Group Steven Compton, Orange County Public Schools |
| 5:30 PM |
7:30 PM |
Reception |
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Dinner (On Your Own) |
| Thursday, June 23, 2016 |
| 7:30 AM |
8:30 AM |
Continental Breakfast |
| 7:30 AM |
8:30 AM |
Registration |
| 8:30 AM |
8:50 AM |
Finance Council Update Theresa Boston-Ellis, Chair |
| 8:50 AM |
9:40 AM |
FRS Update Garry Green, Florida Retirement |
| 9:40 AM |
10:10 AM |
Business Meeting and Elections |
| 10:10 AM |
10:20 AM |
Break |
| 10:20 AM |
11:10 AM |
Communication Parker Colvin, Raymond James |
| 11:10 AM |
12:00 PM |
Life In Balance Hayley Weise, ChartWELLs |
| 12:00 PM |
1:30 PM |
Lunch (on your own) |
| Concurrent Mini Sessions |
| Session I |
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| 1:30 PM |
2:20 PM |
A - Ethics J. Ed Grossman, CliftonLarsonAllen |
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B - GFOA - Budget Alliance - Best Budgeting - Presentation 1, Presentation 2, Presentation 3 -Carol McLeod, Lake County Public Schools |
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C - Virtual Education Link Jarrett and Mark Eggers, Florida Department of Education |
| 2:20 PM |
2:30 PM |
Break |
| Session II |
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| 2:30 PM |
3:20 PM |
A - Ethics J. Ed Grossman, CliftonLarsonAllen |
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B - Cyber Awareness Angel Cruz, JP Morgan |
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C - Charter School Update Adam Miller, Florida Department of Education |
| 3:20 PM |
3:40 PM |
Break (snack provided) |
| Session III |
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| 3:40 PM |
4:30 PM |
A - Ethics J. Ed Grossman, CliftonLarsonAllen |
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B - Time Management Debra Noyes, Walton County Public Schools |
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C - Budget Users Group Jennifer Cole, Marion County Public Schools |
| 5:30 PM |
8:00 PM |
Reception Buffet |
| Friday, June 24, 2016 |
| 7:30 AM |
8:30 AM |
Continental Breakfast |
| 8:30 AM |
9:20 AM |
Economic Update Vikram Rai, Citi |
| 9:20 AM |
10:10 AM |
Customer Service Sherry Poetsche,Southern Wine & Spirits |
| 10:10 AM |
10:40 AM |
Break |
| 10:40 AM |
11:30 AM |
Auditor General Update Douglas Conner and Micah Rogers, State of Florida Auditor General's Office |
| 11:30 AM |
11:45 AM |
ANNOUNCEMENTS DOOR PRIZES |
| 12:00 PM |
1:30 PM |
Board of Directors: Meeting and Luncheon |
