2018 nasact annual conference - onsite brochure · acl ey infor kpmg llp silver corporate...

ANNUAL CONFERENCEAugust 11-15 | Salt Lake City, Utah

NASACT 2018

P R O G R A M

TA B L E O F C O N T E N T S

President's Message 1

Acknowledgments 3

Association Leaders 5

Conference App 7

General Info 9

Networking & Special Activities 11

Daily Schedule 14

Guest Activities 29

Corporate Associates Directory 30

Hotel Map/Information 32

C O N T I N U I N G P R O F E S S I O N A L E D U C AT I O N

Learning Objectives: At the conclusion of this conference, participants will be able to:

• Recount changes to the roles and responsibilities of state auditors, state comptrollers and state treasurers as these roles have evolved during the past year.

• Identify and discuss new standards and rules from the government standards setting bodies and regulatory agencies.

• Apply practical information learned through case studies from peer offices and organizations.

• Discuss state government financial management as it relates to the broader, national fiscal outlook.

Level of Knowledge: Overview.

Education or Experience Prerequisite: No prerequisites required.

Advance Preparation: No advance preparation required.

CPE: 15 credits have been recommended for the conference.

Delivery Method: Group-Live. All sessions include Q&A opportunities.

Attendance Requirements: In order to obtain CPE credit for this event, participants must submit attendance verification codes provided during each session.

The National Association of State Auditors, Comptrollers and Treasurers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/.

Dear NASACT Members, Corporate Affiliates and Guests,

It is my honor to be hosting the 103rd NASACT Annual Conference. On behalf of the NASACT Training and Professional Development Committee and our Utah hosts, State Auditor John Dougall, Division of Finance Director John Reidhead, and State Treasurer David Damschen, it is my pleasure to welcome you to Salt Lake City.

The NASACT Annual Conference brings together state auditors, comptrollers and treasurers from around the nation for in-depth education on government financial management issues. I am glad that you have made participating a priority and that you are here.

This year we have some exciting general sessions. We will kick off the conference with a message from legendary football coach and ESPN analyst Lou Holtz. Medici Ventures President and Overstock.com Board Director Jonathan Johnson will discuss the hot topic of blockchain and how it is being used in the real world. New York Times bestselling author Lindsey Pollack will discuss our complex and multigenerational workforces and all the challenges (and opportunities) they present. We will hear from the National Governors Association’s executive director, Scott Pattison, on a range of issues that governors currently face. Breakthrough performance will be the focus of a session from Kristen Cox, executive director of the Utah Governor’s Office of Management and Budget. And lastly, Clark Partridge, state comptroller of Arizona and president-elect of NASACT, will lead the popular Emerging Issues Roundtable on the last morning of the conference. In addition to these keynote sessions, there are 26 concurrent sessions covering many different topics.

The Grand America is a beautiful hotel, and we have several excellent networking activities planned here, as well as an excursion to the Utah Natural History Museum on Monday. On Tuesday evening, several deserving members will be honored with awards, and the 2018 Class of the NASACT Hall of Fame will be announced. I hope you find the conference to be stimulating and that you depart with new friends, new information and a renewed enthusiasm for serving the citizens of your states.

ROGER NORMANPresident of NASACTLegislative Auditor

of Arkansas

P R E S I D E N T ’ S M E S S A G E

1

MEDIA PARTNERS

The Bond Buyer is the only independent information resource serving the municipal finance community. Its comprehensive paid-subscription news, analysis and data service is unique in the industry, meeting the needs of a full spectrum of senior industry professionals through its website, e-newsletters and alerts, and daily print edition. The Bond Buyer's 10 annual conferences offer in-depth education about cutting-edge public-finance topics, ranging from local government finance and budgeting to capital-raising to large-scale funding of the nation's transportation, health care, higher education and public utilities infrastructure.

Governing is the nation’s leading media platform covering politics, policy and management for state and local government leaders. Recognized as the most credible and authoritative voice in its field, Governing provides the non-partisan news, insight and analysis state and local leaders need to make government work better.

PLATINUM CORPORATE ASSOCIATESAccenture

CGI

Deloitte

Oracle

GOLD CORPORATE ASSOCIATESACL

EY

Infor

KPMG LLP

SILVER CORPORATE ASSOCIATESBank of America Merrill Lynch

BerryDunn

CliftonLarsonAllen

Eide Bailley LLP

First Data

ISG Public Sector

Kamakura Corporation

OpenGov

A C K N O W L E D G M E N T S

NASACT wishes to acknowledge the supporters of the 2018 NASACT Annual Conference. Thank you for your support!

SILVER CORPORATE ASSOCIATES (cont.)RSM

SAP Concur

Socrata

The College Board

Wells Fargo

Workday

Workiva

BRONZE CORPORATE ASSOCIATESAmerican Express

BenefitScape

Bronner

CherryRoad Technologies

Mastercard

Metaformers

MKinsight

Plante Moran

S&P Global Ratings

Tyler Technologies

Willis Towers Watson

3

Built-for-government ERP and collectionsCGI delivers economies of scale and flexibility to help government reduce cost, increase agility and drive innovation in their ERP and collections programs. Our unique strategy supports government’s current and future needs for deployment options and provider accountability—giving states the power to implement the solutions they truly desire.

• Streamline and automate the budget process to improve efficiency and transparency

• Managed services reduce risk and costs while improving cost predictability

• Integrated debt collections to increase revenue while minimizing or even eliminating upfront investment

Experience the commitment® cgi.com/stateandlocal

4

T R A I N I N G & P R O F E S S I O N A L D E V E LO P M E N T C O M M I T T E E

Roger Norman (AR-A), Chair Clark Partridge (AZ-C), Vice-Chair

Steve Barnett (SD-C)Gerry Boaz (TN-A)Pola Buckley (ME-A)Cynthia I. Cloud (WY-C)David Damschen (UT-T)John Dougall (UT-A)Richard Eckstrom (SC-C)

Sharon Elston (AL-A)Mike Frerichs (IL-T)Manju Ganeriwala (VA-T)John Geragosian (CT-A)Laura Glenn (GA-T)Ian Green (OR-A)Anna Maria Kiehl (PA-C)

Leanne McLaughlin (NC-A)Ron Knecht (NV-C)James MacDonald (MA-T)Kent McLamb (NC-A)Rebecca Otto (MN-A)Jennifer Pacheco (NC-C)Beth Pearce (VT-T)

Earle Powell (SC-A)John C. Reidhead (UT-C)Randy Roberts (AZ-A)Kirt Slaugh (UT-T)David A. Von Moll (VA-C)Brandon Woolf (ID-C)

2 0 1 7 - 1 8 E X E C U T I V E C O M M I T T E E

AUDITOR REPRESENTATIVES

Beth WoodState Auditor, North Carolina

Daryl G. PurperaLegislative Auditor, Louisiana

Suzanne BumpAuditor of the Commonwealth, Massachusetts

COMPTROLLER REPRESENTATIVES

Cynthia I. CloudState Auditor, Wyoming

Alan SkeltonState Accounting Officer, Georgia

Steve BarnettState Auditor, South Dakota

TREASURER REPRESENTATIVES

Manju GaneriwalaState Treasurer, Virginia

Mike FrerichsState Treasurer, Illinois

Steve McCoyState Treasurer, Georgia

PRESIDENTRoger Norman

Legislative AuditorArkansas

FIRST VICE PRESIDENTD. Clark PartridgeState Comptroller

Arizona

SECOND VICE PRESIDENTBeth Pearce

State TreasurerVermont

SECRETARYElaine M. Howle

State AuditorCalifornia

TREASURERRichard EckstromComptroller General

South Carolina

IMMEDIATE PAST PRESIDENT

David H. Lillard, Jr. State Treasurer

Tennessee

H O S T S TAT E P R I N C I PA L S

John DougallState Auditor

Utah

John ReidheadDirector

Division of FinanceUtah

David DamschenState Treasurer

Utah

A S S O C I A T I O N L E A D E R S

54

Digital, automation, and cognitive technologies have potential to disrupt the status quo. But when you look again at disruption, you see its potential to drive positive change across government. Will you be ready to use it to your organization’s advantage? Deloitte can help you develop a digital strategy to integrate innovative technologies to improve compliance and reporting and make government more efficient.

Seize your opportunity at www.deloitte.com/us/state

Ride the wave of opportunityDisruption as a catalyst for change

Copyright © 2018 Deloitte Development LLC. All rights reserved.

6

HANDOUTS

Session handouts will not be provided at the conference. Presentations will be available via NASACT's conference app both during and after the conference (except in instances where the speaker does not provide the presentation to us in advance).

If you do not wish to use the app on a mobile device, there is also a website version that can be accessed via a computer browser at https://event.crowdcompass.com/nasact2018.

CONFERENCE APP

The NASACT Annual Conference app will place networking tools, schedules and session materials in the palm of your hand. Everything you find in the program brochure you can find on the app – and more.

How to DownloadPrior to the conference, you should have received an email invitation containing download links and login information. However, if you did not receive the email, below are the links and instructions. If you want to access the app on multiple devices, you must go through this process for each one.

1. Enter website address or scan this QR code:

On iPhone, iPad or Android, download & open the NASACT app in the Apple Store or Google Play Store or go to: https://crowd.cc/s/1Ui1C.

On PC or Blackberry, go to https://event.crowdcompass.com/nasact2018.

2. Download the event, if prompted.

3. Click Log InThis step is not necessary to see basic information in the app, but it IS necessary if you want to have access to all features in the app(such as networking with other attendees, asking questions during sessions, etc.).

4. Enter your First Name and Last Name

5. Enter Confirmation CodeA 4-digit code will be emailed to you. You may use this code to set the app up on any device. The code will expire in 24 hours.

6. Continue to set up your profile as prompted.

WIFI

To access wifi in the meeting space, use the followingcredentials:

Network name: NASACT

Password: NASACT2018

FOLLOW NASACT AND THIS CONFERENCE

https://www.linkedin.com/company/nasact

@nasact#NASACT2018

www.nasact.org

C O N F E R E N C E A P P

76

Facebook “f ” Logo CMYK / .eps Facebook “f ” Logo CMYK / .eps

https://tinyurl.com/nasact-fb

Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Oracle and Java are registered trademarks of Oracle and/or its affiliates.

oracle.com/erpor call 1.800.ORACLE.1

ModernERP Cloud

Financials, Procurement, Projects, EPM & Value Chain

23 Languages, Localized for 50+ Countries

Analytics & Social Collaboration

Performance & Security

Complete

Global

Real-Time

EnterpriseReady

Fonts: Univers LT Std. 75 Black, 65 Bold, 55 Roman, 45 Light, 67 Bold Condensed, 57 Condensed

PRODUCTION NOTES

PUB NOTE: Please use center marks to align page.

Please examine these publication materials carefully. Any questions regarding the materials, please contact Darci Terlizzi (650) 506-9775

READER

01LASER% RELEASED

7/062018

Resize

7.5” x 10”Job #:Ref #:

Headline:Live:Trim:

Bleed:

R_119M_ERP00015_MdrnERPCld_CLD_7.5x10M_315M_ERP00188_MdrnERPCld_CLD_8x10.5Modern ERP Cloud7.5” x 10”8.5” x 11”N/A

8

ATTIRE5K Fun Run/Walk: Athletic apparel

Guest Program: Casual (comfortable shoes recommended)

Conference Sessions: Business casual

Sunday Night Event: Busines casual

Monday Night Event: Business casual

Tuesday State Night Dinner: Cocktail or business

AUDIO / VISUALAudio visual at the conference is sponsored by:

BenefitScape, Mastercard & MKinsight

CELL PHONE POLICYPlease be considerate of our speakers and other attendees. When you are in conference sessions, please turn off your phone or set it to silent and leave the room if you need to answer a phone call.

CPE CODES & EVALUATIONSNASACT is accredited as a provider of continuing professional education by the National Association of State Boards of Accountancy.

CPE codes will be provided at the conclusion of each technical session. The code will be required to request CPE credit for the session.

Watch for an email at the end of the conference which will include links to the CPE request form and the evaluation.

LOST AND FOUNDIf you’ve lost it, perhaps we’ve found it! Stop by the registration desk to turn in or claim lost items.

PHOTO DISCLOSURENASACT takes photos during this conference. By participating, you are granting NASACT permission to use your photo and name in association publications.

Success Kit for Government AuditorsThere’s lots of learning to be done at the NASACT conference, but it doesn’t have to stop there. Whether you’re wanting to get out of spreadsheets, cracking down on government fraud, waste and abuse, or looking to learn how other government audit teams are successful, this kit of essential resources will help you along the way.

DOWNLOAD YOUR FREE KIT HERE >> www.acl.com/NASACT

G E N E R A L I N F O

98

PRESENTATIONS & BIOSPresentations and speaker bios can be found on the conference app. Speakers don't always make their presentations available in advance.

REGISTRATION DESK SCHEDULESat 2:00 p.m. - 5:00 p.m. (Grand Ballroom Foyer)Sun 10:00 a.m. - 5:00 p.m. (Grand Ballroom Foyer)Mon 7:00 a.m. - 5:00 p.m. (Imperial Ballroom Reception)Tue 7:00 a.m. - 5:00 p.m. (Imperial Ballroom Reception)

TRAVEL ASSISTANCENASACT members in good standing (or their designees) are eligible to receive up to $1,500 in travel assistance to attend the 2018 NASACT Annual Conference.

All assistance will be provided in the form of a reimbursement after the conference. The travel reimbursement form is available at http://www.nasact.org/2018_nasact_annual.

WIFIComplimentary wifi is available in the hotel sleeping rooms and the meeting space.

Use the following info to access wifi in the meeting space:

Network name: NASACT

Password: NASACT2018

QUESTIONS OR COMMENTSQuestions or comments may be directed to NASACT staff onsite at the registration desk.

Written comments may also be sent to NASACT, 449 Lewis Hargett Circle, Suite 290, Lexington, KY 40503.

© 2

018

EYGM

Lim

ited.

All

Righ

ts R

eser

ved.

ED

none

.

Does cybersecurity only become a priority once you’ve been attacked? Find out how the EY Government & Public Sector team can help you develop a robust, responsive and holistic cybersecurity program that will assist in reducing and managing mission and business risk. ey.com/govpublicsector #BetterQuestions

G E N E R A L I N F O

10

SATURDAY, AUGUST 11OPEN HOUSE HOSPITALITY SUITE

All attendees and registered guests may participate.

4:00 p.m. – 10:00 p.m.

Location: Suite 2381

Attire: Casual

Welcome to beautiful Salt Lake City! Stop in at our opening hospitality suite for refreshments after a day of travel. Meet new friends and old, make dinner plans, and get ready for a great week of networking!

SUNDAY, AUGUST 125K FUN RUN/WALK

Must be pre-registered to participate. Medals will be presented to winners at the finish line.

Attire: Athletic Apparel

6:40 a.m. Meet in the Grand Ballroom Foyer

(refreshments will be available)

7:00 a.m. Race begins – finish line is within walking

distance of the hotel

SUNDAY, AUGUST 12BRUNCH AT THE GRAND AMERICA


9:00 a.m. – 11:00 a.m. | Sponsored by CliftonLarsonAllen & Wells Fargo

Location: Grand Salon

Attire: Casual

N E T W O R K I N G & S P E C I A L A C T I V I T I E S

Copyright ©2018 Infor. www.infor.com. All rights reserved.

INFOR PUBLIC SECTOR

Purpose-built for Public SectorBudgeting, finance, procurement, HCM

Analytics powering trusted insight

Complete enterprise asset management

@InforPubSectorinfor.com/publicsector

1110

SUNDAY, AUGUST 12PRESIDENT’S NIGHT IN THE GARDEN COURTYARD


6:00 p.m. – 8:00 p.m. | Sponsored by Deloitte

Location: Garden Courtyard

Attire: Business Casual

Join NASACT President Roger Norman for a Picnic in the Canyon in the Grand America's Garden Courtyard. Enjoy a buffet-style dinner of wood-fired chicken, burgers, ribs and all the fixin's!

MONDAY, AUGUST 13NATURAL HISTORY MUSEUM OF UTAH


6:30 p.m. – 8:30 p.m. | Sponsored by CGI

Transportation: Meet in the Grand Ballroom Foyer at 6:00 p.m. for a 6:15 departure to the museum. Buses will return to the hotel at 8:30 p.m.

Attire: Business Casual

The Monday night event will be held at the Natural History Museum of Utah, located on the campus of the University of Utah. Enjoy a heavy hors d'oeuvres reception and visit three of the museum's galleries showcasing the history of the intermountain west.

N E T W O R K I N G & S P E C I A L A C T I V I T I E S

Helping you succeed is ours. Greater demands and increased budget constraints are facts of life. KPMG’s State and Local Government practice helps you leverage new technology and improve operating efficiencies, so you can adapt to change—and maintain your constituents’ trust. Learn more at KPMG.com/us/SLG

Anticipate tomorrow. Deliver today.

© 2017 KPMG LLP, a Delaware limited liability partnership and the U.S. member firm of the KPMG network of independent member firms affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Some of the services or offerings provided by KPMG LLP are not permissible for its audit clients or affiliates. NDPPS 687631

Your business is serving the public.

12

TUESDAY, AUGUST 14STATE NIGHT DINNER & HALL OF FAME INDUCTION CEREMONY


6:00 p.m. – 11:00 p.m. | Sponsored by Accenture

Location: Imperial A/B

Attire: Business/Cocktail Attire

6:00 p.m. Reception

6:45 p.m. Dinner

2019 Host State Drawing

2018 NASACT Awards – President’s, Special Recognition & Distinguished Service Awards

Hall of Fame Induction Ceremony

8:30 p.m. Entertainment & Dancing

NASACT HALL OF FAME

The NASACT Hall of Fame was created in 2015 to recognize an elite group of individuals who over their professional careers have made major and enduring impacts on state government financial management.

Hall of Fame inductees are not selected based upon a single achievement, but rather to recognize careers filled with significant achievements and contributions and to recognize those who have reached the highest levels of performance in the profession.

Additionally, recipients embody characteristics including outstanding vision, inspiring leadership, and unwavering commitment to the highest professional and ethical standards and practices.

Past Inductees

2017 Robert H. Attmore

Harlan E. Boyles

Harvey C. Eckert

2016 W. Daniel Ebersole

Nancy K. Kopp

Edward J. Mazur

2015 Louis L. Goldstein

Frank L. Greathouse

William R. Snodgrass

Relmond P. Van Daniker

1312

SATURDAY, AUGUST 112:00 P.M. – 5:00 P.M.REGISTRATION (Grand Ballroom Foyer)

4:00 P.M. – 10:00 P.M.HOSPITALITY OPEN HOUSE (Suite 2381)

SUNDAY, AUGUST 127:00 A.M. – 9:00 A.M. 5K FUN RUN/WALKPre-registration required.

Meet in the Grand Ballroom Foyer at 6:40 a.m. to walk to the starting line.

9:00 A.M. – 11:00 A.M.BRUNCH (Grand Salon)

Sponsored by CliftonLarsonAllen & Wells Fargo

10:00 A.M. – 5:00 P.M.REGISTRATION (Grand Ballroom Foyer)

12:00 P.M. – 1:00 P.M.MEETING OF NASACT’S COMMITTEE ON ACCOUNTING, REPORTING & AUDITING (Audubon, 3rd Floor)

1:30 P.M. – 3:30 P.M.MEETING OF NASACT’S EXECUTIVE COMMITTEE (Audubon, 3rd Floor)

2:00 P.M. – 5:00 P.M.HOSPITALITY SUITE (Suite 2381)

4:00 P.M. – 5:00 P.M.NEW MEMBER RECEPTION (Suite 2381)

All new members of NASACT and their mentors are invited to come and meet the Executive Committee and staff and learn more about the association.

6:00 P.M. – 8:00 P.M. PRESIDENT’S NIGHT AT THE GARDEN COURTYARD

Sponsored by Deloitte

Join NASACT’s President Roger Norman on Sunday night for a Picnic in the Canyon in the Grand America's Garden Courtyard.


D A I L Y S C H E D U L E

IT’S THE ORDER OF THE DAY. HOW CAN

YOU MEET THE INCREASING DEMAND?

Our trusted advisors enable you to make informed decisions within a complex regulatory environment. We help clients:

• Manage risk

• Maintain fiscal integrity

• Strengthen cybersecurity

• Optimize operations

• Ensure compliance

BILL BROWN, [email protected] berrydunn.com

DO MORE WITH LESS.

General disclaimer for Bank of America Merrill Lynch, visit baml.com/disclaimer. ©2018 Bank of America Corporation. GBAM-103-AD ARSHR7X4

inspire changeBank of America Merrill Lynch is proud to support the

NASACT Annual Conference 2018.

bofaml.com

14

LOU HOLTZ has established himself as one of the most successful college football coaches of all time. He played linebacker at Kent State for two seasons before an injury ended his career. Holtz is the only coach in the history of college football to: 1) Take 6 different teams to a bowl game. 2) Win 5 bowl games with different teams. 3) To have 4 different college teams ranked in the final Top 20 poll. Holtz

was selected for the College Football Hall of Fame, class of 2008, which places him in an elite group of just over 800 individuals in the history of football who have earned this distinction.

Until 2014, Holtz was a college football studio analyst on ESPN. He appeared on ESPNews, ESPN College GameDay programs, SportsCenter, and served as an on-site analyst for college football games.

Coach Holtz is currently in his second year with SiriusXM Radio as a Co-Host for two sports programs; a golf show broadcast throughout the year entitled, “Holtz In One,” and two weekly college football shows during season.

For many years, Lou Holtz has been considered among the greatest speaking legends in America. He speaks on overcoming seemingly impossible challenges by setting your own goals and working to achieve them. He has built a reputation as a motivator, a demanding disciplinarian, and someone who relishes challenges and hard work.

Holtz has authored three New York Times best-selling books and four highly acclaimed motivational videos.

MONDAY, AUGUST 137:00 A.M. – 5:00 P.M.REGISTRATION (Imperial Ballroom Reception)

7:00 A.M. – 8:10 A.M. BREAKFAST (Imperial B)

Sponsored by KPMG LLP

9:00 A.M. – 2:00 P.M.GUEST PROGRAM (Temple & Historic Tour)

Pre-registration required. See page 29 for details. Meet in the Grand Ballroom Foyer at 8:45 a.m. for 9:00 a.m. departure.

8:15 A.M. – 8:45 A.M. OPENING CEREMONIES (Imperial A)

Opening RemarksRoger Norman, President of NASACT, Legislative Auditor (AR)

Color Guard & Singing of the National Anthem Utah Inter-tribal Veteran’s Association

Justin Lee, Elections Director, Utah Lieutenant Governor's Office

Pledge of AllegianceRoger Norman, President of NASACT, Legislative Auditor (AR)

Welcome from Utah HostsDavid Damschen, State Treasurer (UT)

John Dougall, State Auditor (UT)

John Reidhead, Director, Division of Finance (UT)

8:45 A.M. – 9:35 A.M. GENERAL SESSION (Imperial A)

Keynote Address Sponsored by Kamakura Corporation

GS#1. Game Plan for Success

Field of study: Personal Development

Lou Holtz's message transcends athletics. It resonates—even to those who aren't sports-minded. The focus is on people and the values that make relationships (and organizations) excel. Once heard, you will have no doubt why Lou Holtz is considered a legendary team leader and speaker on achievement.

Lou Holtz, Legendary Football Coach and Analyst, ESPN (2004-2015)

Moderator: Roger Norman, President of NASACT, Legislative Auditor (AR)

In successfully managing risk,only a powerful and trusted solution will suffice. Kamakura’s risk products and services succeed

daily for governments and corporate firms across the globe. Unparalled research and experience make us your most advanced, intelligent risk

solution available—today and tomorrow.

For more information on Kamakura’s advanced risk solutions,visit www.kamakuraco.com

1514

9:35 A.M. – 9:55 A.M.BREAK (Imperial Ballroom Reception)

Sponsored by OpenGov, SAP Concur & Workday

9:55 A.M. – 11:10 A.M. CONCURRENT SESSIONS CS#1. How Digital Technologies are Transforming the Finance Function (Imperial C)

Field of study: Information Technology

Digital technologies (like robotic process automation, artificial intelligence and analytics) hold the promise of freeing up substantial amounts of your staff’s time so they can spend significantly less effort on transaction processing, data gathering and other non-value-add work. Instead, your staff can spend more time on improving support for your partner agencies and citizens. Speakers from Georgia and California will tell you about their initial efforts in this area and where they plan to go next, along with some introductory comments from Accenture.

Greg Griffin, State Auditor (GA)

Mark Howard, Global Administration Segment Lead, Public Service, Accenture

Miriam Ingenito, Director, Financial Information System for California (FI$Cal)

Moderator: Daryl Purpera, Legislative Auditor (LA)

CS#2. Customer-First Management (Murano)

Field of study: Personnel/HR

In this interactive session, attendees will consider the importance of customer-centric management, particularly for financial administrators in the public sector. Using tools and techniques that are tested and proven for government, we will explore the concept of a customer-centric management philosophy that will resonate with line-level employees, inspire managers and help government organizations achieve their strategic objectives. We will examine the distorted incentives that financial administrators can create when they manage for the benefit of groups other than their immediate customers and discuss how enhanced attention to our actual customers can better serve the public interest. We will discuss how choosing the wrong metrics for the wrong purposes can incentivize negative behavior and actually work against the public good. Furthermore, we will explore how the effective use of IT systems for measuring and tracking customer service can empower financial executives both to manage their organizations and report their important successes to elected officials and the public.

Cynthia Cloud, State Auditor (WY)

Erick R. Scheminske, Director, U.S. Commercial & State Government, CGI

Moderator: Stacy Neal, Director of Accounting (MO)


Transform the way your agency tackles travel and spend management.CONCUR TAKES AN INNOVATIVE APPROACH TO GOVERNMENT TRAVEL.Choose a strong array of secure cloud-based and regulatory-compliant products and services that simplify complex employee-initiated spend challenges your agency faces every day. Empower government employees with the ultimate experience, knowledge and tools so they can focus on serving our citizens.www.concur.com

CLA salutes NASACT for helping state auditors, comptrollers, and treasurers understand and adapt their changing roles and responsibilities in an ever-evolving government financial landscape. We’re proud to be a part of the NASACT Annual Conference.

KNOWLEDGE IS POWER TO CHANGE

CLAconnect.com

WEALTH ADVISORY | OUTSOURCINGAUDIT, TAX, AND CONSULTING

33-0

416

| ©

2018

Clift

onLa

rson

Alle

n LL

P

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

We promise to know you and help you.

16

CS#3. Technology Modernization in State Financial Management: Findings From the Deloitte-NASACT Survey (Imperial D)


The Deloitte-NASACT survey explores how digital transformation is reshaping financial management in state governments. Discover the strategies that government organizations are using to navigate the digital roadmap and the areas of greatest opportunity in adapting a digital-first strategy. A panel of government financial leaders will share their reactions to the survey findings.

Christina Dorfhuber, Principal, Deloitte Consulting

John O’Leary, Senior Manager, Deloitte Center for Government Insights

Manju Ganeriwala, State Treasurer (VA)

Anna Maria Kiehl, State Comptroller/Chief Accounting Officer (PA)

Raúl Maldonado-Gautier, Secretary, Department of the Treasury (PR)

Moderator: Doug Cotnoir, State Controller (ME)

CS#4. Cloud Applications & State Government: The Future Has Arrived (Envoy)


Cloud has been a much talked about subject for several years and all states have moved some operations to the Cloud. Today the trend is accelerating. States are moving or actively planning on moving entire ERP systems to the Cloud. This session will explore that trend as well as the increasing sophistication of new and intelligent ERP applications.

Daniel Keene, General Manager, Oracle State and Local Government

Bob Sabo, ERP/EPM Cloud Strategic Programs Director, Oracle Public Sector

Yvonne Turner, Deputy Director, Office of Planning and Budgeting (GA)

Moderator: Cindy Farrell, Assistant Commissioner, Management & Budget (MN)

11:10 A.M. – 11:20 A.M.ROOM CHANGE

11:20 A.M. – 12:10 P.M. CONCURRENT SESSIONS CS#5. Robotic Process Automation: Arizona Unleashes the Bots! (Imperial C)


Automation technology has begun to influence almost every aspect of daily life. Areas ranging from Amazon Alexa to self-driving cars, unmanned drones, chatbots, and even the accounting profession present opportunities for greater efficiency and productivity through automation. In this session, we will discuss Arizona’s assessment of robotic process automation (RPA) opportunities. We will then demonstrate the automations and review the real-world experience and lessons learned from the implementation of RPA in two Arizona state agencies.

Nathan Frey, Partner, ISG Public Sector

Clark Partridge, State Comptroller (AZ)

Moderator: Brandon Woolf, State Controller (ID)

CS#6. Artificial Intelligence: How Will It Change the Role of the Auditor? (Imperial D)

Field of study: Auditing (Governmental)

AI is no longer a plot device in science fiction film. AI is becoming as ubiquitous as the personal computer and the opportunities of what AI can do for internal audit is almost as endless as the challenges this disruptive technology represents. In this session, attendees will learn the different forms of AI, how governments are using AI today, and what challenges and possibilities AI presents to tomorrow’s auditors. The session will conclude with a brief look at the social implications of AI’s adoption and how auditors will play a critical role ensuring AI is being used for good.

Rick Gamache, Senior Consultant, BerryDunn

Moderator: Suzanne Bump, Auditor of the Commonwealth (MA)

CS#7. Transparency Initiatives & Issues: Taking It to the Next Level (Murano)

Field of study: Finance

Many government organizations have deployed public data through transparency initiatives to improve public confidence, meet compliance requirements, and derive value from open-government apps built from public data. In the beginning days of online financial transparency, a check register was innovative. Now it’s expected and providing information that is meaningful to the public remains an evolving challenge—one that should be responsive to the shifting dynamics of public policy and public interest.

Learn what trends continue across the country from federal and state governments to improve and advance transparency initiatives now, as well as what new requirements may be coming in the future. You will also hear how South Carolina has approached the transparency challenge by making information available that’s in high demand but doesn’t necessarily fit the traditional definition of financial transparency.

Sherry Amos, Director, Market Development, Education & Government, Workday

Richard Eckstrom, Comptroller General (SC)

Moderator: Jay Cleveland, Chief Operating Officer, State Accounting Enterprise (IA)

CS#8. Fraud Prevention & Detection: From a Management & Audit Perspective (Envoy)


What more could you be doing to protect your organization from the risks around employee-initiated spend? Employees are spending more money across more spend categories using more payment methods than ever before. And with more channels to pay for goods and services, this leaves organizations vulnerable to fraud and compliance risks. During this session the speakers will discuss employee initiated spending and the potential for fraud, best practices around compliance communications and policies, and anti-fraud safeguards to help detect and lower fraud losses.

Matt Gibbons, Senior Director, SAP Concur

Alan Skelton, State Accounting Officer (GA)

Moderator: John Geragosian, State Auditor (CT)

1716


12:10 P.M. – 1:25 P.M. LUNCH (Imperial B)

Sponsored by Oracle

1:25 P.M. – 2:40 P.M. CONCURRENT SESSIONS CS#9. The Future is Now: New Generation Digital Technology for 21st Century Government (Imperial C)


Artificial intelligence, robotics, data science and other technologies are being developed to dramatically increase the effectiveness of government operations. This session will draw on historical insights and provide helpful tips and techniques to help your agency or organization draw on these tools to help you build the workforce of the future.

Kurt A. Steward, Ph.D., Executive Director, Infor

Steve Barnett, State Auditor (SD)

Moderator: Ron Knecht, State Controller (NV)

CS#10. Implementing Cloud Financial Systems for a State (Imperial C)


Governments are exploring moving many of their critical business systems to the Cloud. This presentation will explore how to go about planning and executing the transition to the Cloud and provide lessons learned from recent state implementations.

Julie Barrientos, Manager, KPMG LLP

Ray Zaso, Principal, KPMG LLP

Moderator: Cynthia Cloud, State Auditor (WY)

CS#11. GASB Update: What Will the Future Hold? (Imperial A)

Field of study: Accounting (Governmental)

Work continues on two foundational projects that will shape the future of governmental accounting and financial reporting. In addition, a third foundational project likely will be added to the Board’s agenda later in August. This session will provide insights into development of the Board’s Preliminary Views, Financial Reporting Model Improvements (with a highly-anticipated Alternative Views document scheduled to be released in September); address issues that were identified in the responses to the Invitation to Comment, Revenue and Expense Recognition; and highlight the significant findings from a multi-year research effort associated with notes to financial statements, which is expected to round out the GASB Big Three technical agenda projects.

As regulations and technology evolve, it’s important to have an experienced advisor to help you navigate change. State and local government consulting, audit and assurance services, and cybersecurity guidance can keep you informed and focused on the road ahead.

I’D LIKE TO STAY AHEAD OF THE CURVE

What inspires you, inspires us. eidebailly.com/government

First Data® can help you with the following offerings:

Blockchain in FinTech

© 2018 First Data Corporation. All rights reserved. The First Data® name, logo and related trademarks and service marks are owned by First Data Corporation and are registered or used in the U.S. and many foreign countries. All trademarks, service marks and trade names referenced in this material are the property of their respective owners.

Revenue Collection

Management Consulting Services

Security and Fraud Solutions

Electronic Benefits Payments

Join Speaker

DAVID NATELSON

1:05 p.m. – 1:55 p.m.

14 Tuesday August

468164 2018-07

18

SESSION

CANCELLED

David Vaudt, Chair, GASB

David Bean, Director of Research and Technical Activities, GASB

Kristopher Knight, Deputy Secretary of State (DE) and GASB Board Member

Moderator: Alan Skelton, State Accounting Officer (GA)

2:40 P.M. – 3:00 P.M.BREAK (Imperial Ballroom Reception)

Sponsored by Bank of America Merrill Lynch, BerryDunn & RSM

3:00 P.M. – 3:50 P.M. GENERAL SESSIONGS#2. Blockchain: What Is It & How Is It Actually Being Used? (Imperial A)


Over the last 18 months there has been a lot of buzz about cryptocurrencies and the underlying blockchain technology. What exactly is blockchain? How much is hype vs. hope? This presentation will explain what blockchain is and how it is actually being used to solve real world problems.

Jonathan E. Johnson III, President, Medici Ventures and Director, Overstock.com

Moderator: John Dougall, State Auditor (UT)

3:50 P.M. – 4:00 P.M.ROOM CHANGE

4:00 P.M. – 4:45 P.M. BUSINESS MEETINGS Open to Members/Member Staff Only

- NASC (Imperial C)- NSAA (Imperial D)- State Treasurers Meeting (Murano)

6:30 P.M. – 8:30 P.M. NETWORKING EVENT AT THE NATURAL HISTORY MUSEUM OF UTAH

Sponsored by CGI

Enjoy heavy hors d'oeuvres and private tours of several galleries in the Natural History Museum of Utah.

Transportation: Meet in the Grand Ballroom Foyer at 6:00 p.m. for a 6:15 departure to the museum. Buses will return to the hotel at 8:30 p.m.


JONATHAN E. JOHNSON III has served as the chairman of Overstock's board of directors since April 2014, transitioning to the position after five years as the company's president and then the acting CEO. Jonathan joined Overstock in 2002 and has been an integral part of Overstock's meteoric growth from a small start-up to a publicly-traded company with over $1.8 billion in sales and over 1,700 employees.

Jonathan is also president of Medici Ventures, Overstock's new subsidiary that oversees a portfolio of blockchain technology and fintech businesses. In this role, Jonathan is responsible for pioneering growth and innovation in applying blockchain to financial markets and beyond.

Prior to joining Overstock, Jonathan was with TenFold Corporation in various positions, including CFO and general counsel. Before that, he practiced corporate law in Los Angeles with two international law firms. He served as a judicial clerk at the Utah Supreme Court. Jonathan received a Bachelor's Degree in Japanese from Brigham Young University, studied at Osaka University of Foreign Studies in Japan as a Ministry of Education Scholar, and received a juris doctor degree from the J. Reuben Clark Law School at Brigham Young University.

He serves on the governing boards of the Salt Lake Chamber of Commerce, the Utah Technology Council, the Utah Foundation, the University Hospital Foundation, and the Hale Centre Theatre. In 2016, he unsuccessfully ran for governor as a Republican.

Helping public sector organizationsmove into the digital age

ISG has worked with 19 statewide ERPprojects to improve efficiency, manage

change and plan for the future.

Contact Nathan Frey512.970.0745 [email protected]

www.isg-one.com/industries-landing/industries-detail/government

19


TUESDAY, AUGUST 147:00 A.M. – 5:00 P.M.REGISTRATION (Imperial Ballroom Reception)

7:00 A.M. – 8:25 A.M. BREAKFAST (Imperial B)

Sponsored by ACL

9:00 A.M. – 2:00 P.M.GUEST PROGRAM (Olympic Park & Park City)

Pre-registration required. See page 29 for details. Meet in the Grand Ballroom Foyer at 8:45 a.m. for 9:00 a.m. departure.

8:30 A.M. – 8:35 A.M. OPENING REMARKS (Imperial A)

Roger Norman, NASACT President and Legislative Auditor (AR)


Keynote Address Sponsored by The College Board

GS#3. Optimizing Your Multigenerational Workforce


For the first time in history, four (and soon to be five) generations are sharing the workplace—the Traditional Traditionalists, Still-Booming Boomers, Xtra-Independent Gen Xers and Tech-or-Die Gen Ys. You’ve probably heard a lot of experts describe these generational differences. Well, in this dynamic, action-oriented program, you’ll learn how to actually turn those generational differences into a strategic advantage for you and your organization.

New York Times bestselling author Lindsey Pollak—often called a translator among generations—will share her expert insights into how organizations across a wide variety of industries are thriving with a multigenerational workforce. You’ll gain specific, actionable tactics to manage cross-generational challenges and take advantage of the opportunities of a multigenerational workforce.

Lindsey Pollak, Leading Voice on Multigenerational Workplace and New York Times Bestselling Author

Moderator: Pat McCarthy, State Auditor (WA)

9:25 A.M. – 9:35 A.M.ROOM CHANGE

LINDSEY POLLAK is one of the country’s leading experts on the millennial generation and the multigenerational workplace. She is the New York Times bestselling author of two career advice books—Becoming the Boss: New Rules for the Next Generation of Leaders and Getting from College to Career. Forbes has named her blog one of the 100 Best Websites for Your Career.

Lindsey’s speaking audiences and consulting clients have included over 200 top corporations, law firms, universities and business schools—including Citigroup, Dell, Estée Lauder, JP Morgan, Ralph Lauren, Yale, Harvard, Wharton and MIT. She also served for six years as an official ambassador for LinkedIn, where she trained over 100,000 students and professionals in how to use the network.

Her advice and opinions have appeared in such media outlets as The TODAY Show, The New York Times, The Wall Street Journal, CNN and NPR. Lindsey is a graduate of Yale University and is based in New York City.

20

9:35 A.M. – 10:25 A.M. CONCURRENT SESSIONS CS#12. Predictive Markers of Financial Failure: Integrating Bond Prices Into Credit Analytics (Envoy)


This session will provide a hands-on guide to examine credit formulas that don’t work, best practice modeling strategy, and how credit professionals can use these examples to monitor their own risk. These tools are effective in the management of fixed income investment portfolios, equity portfolios and managing unsecured deposit balances and counterparty exposure.

Martin M. Zorn, President and Chief Operating Officer, Kamakura Corporation

Scott Austensen, Deputy Treasurer (GA)

Moderator: Steve McCoy, State Treasurer (GA)

CS#13. Increasing Audit Agility with Data Analytics & Automation (Imperial D)


It’s no surprise that audit departments today are under continuous pressure to enhance the pace and effectiveness with which they must respond to an expanding and evolving risk landscape. As organizational processes become increasingly digital, auditors can also tap into the digital trend and utilize data and technology to make their own audit activities more agile.

In this session, attendees will learn how data analytics and automation technologies can be applied across all phases of the audit process to increase audit responsiveness, coverage, consistency and effectiveness. Technology alone is not enough, however. Audit departments must also progress through a maturation of their people, process, data and governance to ensure their technology-enabled auditing efforts are sustainable for the long run.

This session will highlight key practices used by leading organizations to work through their implementation challenges to make data analytics and automation stick. Case studies and examples will address common risks around improper payments and data quality with special attention to leveraging technologies you may already have in your organization.

Ernie Almonte, Partner, RSM

Jim Tarantino, Manager, National Data Analytics Champion, RSM US LLP

Moderator: Beth Wood, State Auditor (NC)

CS#14. Automating Fiscal Oversight: De-Risking Your Data (Imperial C)


While financial officers have always been tasked with establishing and enforcing internal controls, new digital technologies unlock transformative opportunities to improve oversight and management. Through trial and error, many finance departments have agreed that creating a digital infrastructure to reduce human error and mitigate risk is a strategic initiative with long lasting impact. This panel will cover two states’ journeys to remove archaic reporting systems, implement

Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International.

rsmus.com/publicsector

We’re proud to support the National Association of State Auditors, Comptrollers and Treasurers.

2120


tools for operational insight and financial oversight, and create internal teams that rely on, and effectively use, accurate and up-to-date data.

Kyle Hall, Product Manager, Socrata

Jeffery Shapiro, First Deputy Comptroller (MA)


Moderator: Mike Fitzgerald, State Treasurer (IA)

CS#15. Data Classification (Murano)


What types of data need to be protected? What levels of protection are required? What techniques should be used to secure and protect data within your organization? These are all critical questions that governments are facing today. We will discuss and review these topics, as well as how formal data classification policies and governance can provide guidance and structure to the organization to handle these issues. We will also consider the various standards and requirements that exist regarding certain types of data and review examples of how to secure data in order to conform with certain standards and criteria.

James P. Kreiser, IT Principal, CliftonLarsonAllen LLP

Moderator: David Von Moll, State Comptroller (VA)

10:25 A.M. – 10:45 A.M.BREAK (Imperial Ballroom Reception)

Sponsored by First Data, Socrata & Workiva

10:45 A.M. – 12:00 P.M. CONCURRENT SESSIONS CS#16. Economic Report for the States (Imperial C)

Field of study: Economics

This session will address a variety of economic trends and emerging issues impacting the states. First, hear an overview of the current fiscal situation in the states and the serious financial management problems state government leaders must face in the coming years. Next, S&P Global Ratings will provide an overview of current credit conditions across the U.S., its outlook for fiscal 2019 and beyond, and challenges and opportunities for state credit quality. S&P’s economic outlook and how it factors into its view of state fiscal conditions will also be covered. Lastly, learn about financial management best practices and how they can relate to changing economic times. Specifically, how can states prepare during good economic times to help them survive when the economy turns?

John T. Hicks, Executive Director, National Association of State Budget Officers

Carol H. Spain, Director, U.S. Public Finance, S&P Global Ratings

John Nixon, Chief Business Officer, University of Utah, Volcker Alliance

Moderator: Manju Ganeriwala, State Treasurer (VA)

As a trusted advisor to state governments across America,

Bronner Group, LLC, excels at developing actionable strategies, implementing effective transformation, and meeting demands for greater accountability. Founded in 1987, BRONNER’s reach extends

coast‐to‐coast with 11 offices and over 450 clients. BRONNER professionals are expert government

analysts, executives, and innovators.

American Express is proud to support the 2018 NASACT Annual Conference.

22

CS#17. Audit Standards Update: What Changes Lie Ahead? (Imperial D)


GAO recently released the 2018 version of Government Auditing Standards in July. This is the first major change of these standards since 2011. Attend this session to learn about the major changes contained in the new Yellow Book. Next, a former member of the AICPA’s Audit Standards Board will provide an update of activities occurring at the ASB and what changes lie ahead in audit standards, attestation standards, and standards for accounting and review services.

Kristen Kociolek, Assistant Director, Financial Management & Assurance Team, U.S. Government Accountability Office

Gerry Boaz, Technical Manager, Division of Audit, Office of the Comptroller of the Treasury (TN)

Moderator: April Renfro, Division Manager, Audits Division, Legislative Services Office (ID)

CS#18. Cybersecurity (Murano)


Given the recent issues at the city of Atlanta and elsewhere, the question isn’t if it will happen, but when. Agencies need to be prepared operationally for the next breach. This session will help you think differently about cyber issues and outline various steps states should be taking now to increase cyber readiness.

Jenny Hedderman, Deputy Comptroller and General Counsel (MA)

Brett D. Rogers, Manager, Cybersecurity, EY

Rakesh Thakur, Senior Manager, Advisory Services-Cybersecurity, EY

Moderator: Greg Griffin, State Auditor (GA)

12:00 P.M. – 1:05 P.M. LUNCH (Imperial B)

Sponsored by EY & Infor

1:05 P.M. – 1:55 P.M.

CONCURRENT SESSIONS CS#19. People Matter: Recruit, Retain & Motivate (Imperial C)


High-quality staff are the life-blood of every organization. Recruiting, hiring and retaining these employees is vital to organizational success and continuity. Cumulative research demonstrates that the average cost of turnover for an $8.00 per hour employee is over $9,000. In addition to the bottom line cost, the cost to morale and business progress is directly impacted. During this highly interactive session, participants will examine best practices in recruiting and retention of those key employees. The session will examine trends in the human resources area with a focus on gaining real world insights that can be implemented to enhance current processes. Participants will walk away with new ideas and tools to drive results in their organizations.

Lisa Fitzgerald, Director of Human Resources, Eide Bailly LLP

Jason McKeever, Director of Training and Development, Eide Bailly, LLP

Kathy Sheppard, Deputy Comptroller (MA)

Moderator: Lynne Bajema, State Comptroller (OK)

BenefitScape®THE LEADING ACA COMPLIANCE SPECIALIST

We work with NASACT members exclusively on ACA Compliance.

Outsource end-to-end tracking, reporting, and IRS e-Filing

or individual steps along the way. Our smart, flexible, and dedicated

ACATech software guarantees compliance and works seamlessly with

all existing data formats and other business management systems

not focused exclusively on ACA Compliance.

Visit benefitscape.com or call Kim Phillips at 508-655-3307.

www.cherryroad.com

Proud to be a sponsor of the 2014 NASACT Conference

Proud to be a sponsor of the2018 NASACT Conference

For more information on how Wells Fargo partners with state governments, please contact:

© 2018 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. PDS-1167011

Wells Fargo is proud to support the 2018 NASACT Annual Conference

Mark JensenRegional Vice President602-378-6865 • [email protected]

Richard GrattanRegional Vice President312-630-2240 • [email protected]

2322


CS#20. Blockchain: Initiatives in Fintech & Delaware’s Pilot (Murano)


This presentation will review the current state of Fintech software and technology firms including traditional Fintech companies and banks, as well as startups who want to disrupt the industry. Security, scalability vs. performance, and the potential impact on transaction costs will be explored. While adoption on a massive scale has not happened, the presentation will look at what the future could hold. Delaware will also describe a blockchain pilot project currently ongoing in the state.

David Natelson, Vice-President, Government Solutions, First Data

Kristopher Knight, Deputy Secretary of State (DE)

Moderator: Richard Eckstrom, Comptroller General (SC)

CS#21. Battle Armor to Combat Fraud (Envoy)


Electronic fraud has exploded and terms like imposter fraud, ransomware, account take over fraud, cyber fraud, data breaches and social engineering proliferate our vocabulary. But battle armor is evolving and the pace of new tools being available to fight fraud is increasing. This session will focus on practical applications of tried and true methods, but will also consider how new tools, like account validation and artificial intelligence, are enhancing the available battle armor.

Holger Ebert, Senior Vice President/Division Manager, Treasury Management, Wells Fargo

Beth Probst, Global Product Manager, Treasury Management Wells Fargo


Moderator: Kirt Slaugh, Deputy State Treasurer (UT)

CS#22. Combatting Improper Payments with Data Automation (Imperial D)


Within more and more budget-constrained programs, there is a heightened focus on reducing improper payments and reducing fraud risk to ensure that programs can achieve their mission. Waiting for an audit to identify improper payments isn’t enough to effectively stay on top of improper payments, uncover root causes, monitor rates and meet federal expectations. In recent audits, Oregon's Audit Division identified key data analytics that can be used not only as a detective tool, but also to proactively reduce improper payments and fraud through automation. In this session we’ll discuss opportunities for agencies to combat improper payments, data analytics for Medicaid and SNAP, and evolving your analytics program from ad-hoc to automated.

Nonie Dalton, Senior Product Manager, ACL

Kathy Davis, Staff Auditor, Division of Audits (OR)

Eli Ritchie, Staff Auditor, Division of Audits (OR)

Moderator: Pola Buckley, State Auditor (ME)

[email protected]

24

workday.com

1:55 P.M. – 2:05 P.M. ROOM CHANGE

2:05 P.M. – 2:55 P.M.

CONCURRENT SESSIONS CS#23. Missed Opportunity: Leveraging Transparency to its Full Potential (Imperial C)


Transparency is everywhere. But that doesn't mean it has reached its full potential. To date, the focus has been external. But what about the internal benefits of transparency? West Virginia State Auditor JB McCuskey and OpenGov CEO Zac Bookman will explore how West Virginia—which "has undergone a meteoric rise" and recently received top honors in the U.S. PIRG's 2018 report Following the Money—is using transparency to build public trust, and how numerous governments across the U.S. are becoming more transparent internally to improve collaboration, make more informed decisions and drive better outcomes.

Zachary F. Bookman, CEO, OpenGov

John B. McCuskey, State Auditor (WV)

Moderator: Cheryl Grey, Administrator, State Financial Services Division (MT)

CS#24. State Bond Ratings: Changing Criteria & the Impact Ratings Have on Bond Pricing (Envoy)


This session will discuss the various types of investors and the impact ratings have on each type versus their own internal credit analysts. Are investors stopping at the rating (and obviously there are some instances where the answer is yes once you get to a certain rating level) or do they look at the credit fundamentals?

John Loffredo, Executive Managing Director, Co-Chief Investment Officer, MacKay Shields

Sue Perez, Deputy Treasurer (MA)

David Andersen, Managing Director and Head of Municipal Underwriting and Trading, Bank of America Merrill Lynch

Moderator: James MacDonald, First Deputy Treasurer, Office of State Treasurer (MA)

CS#25. Fiscal Stress Monitoring System & Water Infrastructure (Imperial D)


In this session, the Office of the New York State Comptroller will discuss two recent initiatives: Fiscal Monitoring System and water infrastructure research reports. Implemented in 2013, the Fiscal Stress Monitoring System evaluates the financial condition of all local governments and school districts in the state, serving as an early warning system for those with financial issues to avert a fiscal crisis. It was named by Harvard's Kennedy School of Government in 2017 as one of the top 25 innovative programs in the country. This session will highlight how the system works and recent trends.

Make the mark.Learn why governmental organizations have trusted Plante Moran’s independent advisors for more than 70 years.

Robin [email protected]

plantemoran.com

Ratings insights for navigating today’s municipal marketVisit spratings.com/uspublicfinance

Kathy EversCommercial Team Lead | 212-438-2474 | [email protected]

Carol Spain Lead Analyst, Director | 312-233-7095 | [email protected]

Tyler’s software

solutions can

help you build a

more productive

community.

Learn more at tylertech.com.

CONNECTED

COMMUNITIES

ARE PRODUCTIVE

COMMUNITIES

Hundreds of public entities have used our Medicare marketplace to reduce OPEB liabilities while honoring their retiree health benefit commitments.

Visit wtwmedicaremarketplace.com to learn more.

25


Over the last several years, the Comptroller's Office has focused audit and research resources on local water systems and infrastructure. This session will also focus on two recent water infrastructure research reports and highlights from a roll-up report of nearly 170 local water system audits of over the last five years.

Gabriel Deyo, Deputy Comptroller, Division of Local Government and School Accountability, Office of the State Comptroller (NY)

Moderator: Earle Powell, Director, Legislative Audit Council (SC)

CS#26. CAFRs, AFRs and Open Data: How Technology Is Improving Data Quality & Usability While Reducing Regulatory Burden (Murano)


Driven by both the responsibilities of oversight and the need for efficiency, the federal government and state legislatures are taking steps towards open data and disclosure modernization. In this presentation, we will discuss how open data technology, built on non-proprietary standards, can be used to achieve improved oversight while reducing regulatory burden.

Michael Johansen, Senior Product Marketing Manager, Government/Higher Education, Workiva

Shannon Sohl, Senior Research Associate, Center for Governmental Studies, Northern Illinois University

Cory Weeks, Accounting Operations Manager, Division of Finance (UT)

Moderator: Kathleen Baxter, State Comptroller (AL)

2:55 P.M. – 3:15 P.M.BREAK (Imperial Ballroom Reception)

Sponsored by American Express, Bronner, CherryRoad Technologies & Metaformers

3:15 P.M. – 4:05 P.M.

GENERAL SESSION (Imperial A)

GS#4. Volatile Policy, Economics and Politics: The Situation with Governors, States and the Federal Government

Field of study: Specialized Knowledge & Applications

In this session, learn about the current policy climate regarding the federal government and the states. These issues include how federal legislation and regulations are impacting states. In addition, hear about the political and economic climate in the states and get an update on what actions and policies to expect in the coming year. With many new governors expected to be elected because of term limits, trends to expect in the states after the many elections are completed will also be discussed.

Scott Pattison, Executive Director, National Governors Association

Moderator: John Reidhead, Director, Division of Finance (UT)

4:05 P.M. – 4:15 P.M. ROOM CHANGE

SCOTT PATTISON serves as executive director and CEO of the National Governors Association (NGA), the bipartisan organization of the nation’s governors. Pattison works with governors to identify and prioritize issues facing states, identifies challenges and solutions to those challenges and oversees the day-to-day operations of the association. He brings a wealth of pioneering experience in

tackling trade issues; financial and resource planning; and understanding the nuanced relationship between state and federal governments, especially in how budgets can be drivers of success in achieving results. He’s frequently interviewed by news organizations, including The New York Times, NPR and The Washington Post, about public policy issues.

Prior to joining NGA, Pattison served for over 14 years as director of the National Association of State Budget Officers.

Pattison understands the crucial role education plays at all levels of public service. He recently served on the board of Old Dominion University and is an adjunct faculty member at the University of Richmond. He is also a fellow with the National Academy of Public Administration, serves on the board of the Center for State and Local Government Excellence and is a former chair of the Association for Budgeting and Financial Management.

A Phi Beta Kappa graduate of George Washington University, Pattison went on to receive his law degree from the University of Virginia.

2726

Wdesk helped us bring our CAFR into one unified document where everything is linked, which has saved us countless hours and ensures accuracy.” —Rosiland Brooks-Harris, Deputy Director of Finance,

City of Rochester

Workiva (NYSE:WK) is a leading provider of enterprise cloud solutions for improving productivity, accountability, and insight into business data. Thousands of organizations, including over 70% of the 500 largest U.S. corporations by total revenue, use Wdesk. For more information, visit workiva.com.

Wdesk for CAFR and AFR ReportingEliminate manual work. Automate tasks. Simplify data collection. Streamline annual reports and complex documents with Wdesk in a single, secure cloud environment.

To see how Wdesk can increase efficiency in your reporting process, visit workiva.com/nasact18

4:15 P.M. – 5:00 P.M. NASACT BUSINESS MEETING (Murano)

Open to Members and Members’ Staff Only NASACT members and members’ staff are encouraged to attend the business meeting. Reports will be given by chairs of NASACT’s committees and the 2018-19 Executive Committee will be elected by the membership.

Presiding: Roger Norman, President of NASACT and Legislative Auditor (AR)

6:00 P.M. – 11:00 P.M. STATE NIGHT DINNER (Imperial A/B)

Sponsored by Accenture

Join us for the State Night Gala! NASACT awards will be presented and the 2018 class of the NASACT Hall of Fame will be announced.

6:00 p.m. Reception 6:45 p.m. Dinner 2019 Host State Drawing 2018 NASACT Awards Hall of Fame Induction Ceremony 8:30 p.m. Entertainment & Dancing

WEDNESDAY, AUGUST 15

7:00 A.M. – 8:25 A.M.BREAKFAST (Imperial B)

Sponsored by Eide Bailly LLP & ISG Public Sector

8:30 A.M. – 8:35 A.M. OPENING REMARKS (Imperial A)

Roger Norman, Legislative Auditor (AR)


GS#5. Leader's Mindset


Breakthrough results are always possible for any organization, program or person. Kris will share her ideas and philosophy about having the necessary mindset to achieve significant improvement and how to implement a few key strategies to uncover hidden capacity. Attendees will also learn what not to focus on and how to find the real limitations that keep individuals and organizations from reaching breakthrough performance.

Kristen Cox, Executive Director, Office of Management and Budget (UT)

Moderator: David Damschen, State Treasurer (UT)

KRISTEN COX is the executive director of the Utah Governor’s Office of Management and Budget (GOMB). Appointed to the position by Gov. Herbert in 2012, she has worked diligently to integrate operational excellence with the state’s management and budgeting practices. Under Kris’ leadership, Utah improved government performance by more than 27 percent by January 2017, exceeding

the 25 percent goal set by the governor. The work to improve government is never over, and the focus has now shifted to targeted improvements at specific state agencies. Prior to her time at GOMB, Kris served as the executive director of the Department of Workforce Services (DWS). Kris led the DWS effort to save taxpayers nearly $30 million dollars while simultaneously improving quality for customers. This occurred during a time of significant caseload growth due to the 2008 economic recession.

Kris has also worked as the secretary of the Maryland Department of Disabilities, was appointed to a position with the Department of Education by President George W. Bush, and held numerous positions with the National Federation of the Blind. She ran as the Republican candidate for lieutenant governor of Maryland during the 2006 general election.

In December 2016, Kris was selected as one of Governing Magazine’s public officials of the year. She has also been honored by the Utah Community Foundation as an Enlightened 50 (2016), Utah Business Magazine as one of the 30 Women to Watch (2012) and by Days of 47 with the Pioneers of Progress Award for Business and Enterprise (2012).

27


9:25 A.M. – 9:45 A.M.BREAK (Imperial Reception)

Sponsored by Plante Moran, S&P Global Ratings, Tyler Technologies & Willis Towers Watson

9:45 A.M. – 11:00 A.M.

GENERAL SESSION (Imperial A)

GS#6. Emerging Issues Roundtable


Always one of the most popular sessions of the conference, the emerging issues roundtable provides NASACT members the opportunity to discuss the most pressing, cross-cutting issues of the day.

Moderator: D. Clark Partridge, State Comptroller (AZ)

11:00 A.M. – 11:10 A.M. CLOSING REMARKS (Imperial A)

D. Clark Partridge, State Comptroller (AZ)

D. CLARK PARTRIDGE has served as the state comptroller for the state of Arizona since 2002 and has 29 years of state service. His previous state positions include deputy state comptroller, assistant state accounting administrator, and CFO for the Department of Commerce. Prior to joining the state, he worked in public accounting for Arthur Andersen & Co. and as a dairy farmer in Utah.

Clark will become president of NASACT at the 2018 conference. He is a past-president of NASC, and has served on a variety of NASACT and NASC committees. He also serves as a co-chair of the Association of Governmental Accountants’ Partnership for Intergovernmental Management and Accountability. He is a member of the Government Finance Officers Association and the Arizona State Retirement System Board of Trustees.

Recognition of Clark’s service includes the NASACT and NASC President’s Awards, the NASACT Special Recognition Award, the NASC Distinguished Service Award, the AGA William R. Snodgrass Distinguished Leadership Award, Maricopa County Certificate of Appreciation for Service to the Citizens of Arizona, and the Arizona Department of Administration Career Excellence Award.

Clark attended Brigham Young University on a leadership scholarship, graduating with a bachelor of science degree in accounting and is a CPA and a CGFM.

28

ANNUAL CONFERENCEAugust 17-21 | Scottsdale, Arizona

NASACT 2019

Join NASACT President D. Clark Partridge next August at the Fairmont Scottsdale Princess for the NASACT 2019 annual conference!

G U E S T A C T I V I T I E S

TUESDAY, AUGUST 14OLYMPIC PARK & PARK CITY

9:00 a.m. – 2:00 p.m.

Meet in the Grand Ballroom Foyer at 8:45 a.m. for a 9:00 a.m. departure. Return to hotel by 2:00 p.m.

Guests will be taken to the Alf Engen and Olympic Legacy Museum followed by lunch at the Bridge Restaurant.

This world-class facility highlights the history of all skiing disciplines in the intermountain region through interactive touch screen displays, videos, virtual reality ski theater, games, and topographical maps. Visitors can also experience the glory of the 2002 Olympic Winter Games through the gallery of visual highlights and artifacts from the 2002 games.

Please wear comfortable walking shoes!

MONDAY, AUGUST 13TEMPLE & HISTORIC TOUR

9:00 a.m. – 2:00 p.m.

Meet in the Grand Ballroom Foyer at 8:45 a.m. for a 9:00 a.m. departure. Return to hotel by 2:00 p.m.

Guests will experience the peace and tranquility of beautiful Temple Square, Utah's number one tourist destination, and a guided tour of the Mormon Tabernacle. The Tabernacle is the home of the world-renowned Mormon Tabernacle Choir, and was the previous home of the Utah Symphony Orchestra.

The tour will be followed by lunch at Nouvoo Cafe in downtown Salt Lake City.

Please wear comfortable walking shoes!

29

Park City, Utah

Temple Square Tabernacle Auditorium

28

C O R P O R A T E A S S O C I A T E S D I R E C T O R Y

Accenture is a leading global professional services company providing a broad range of services and solutions at the intersection of business and technology. Accenture helps clients advance their performance and create sustainable value for their stakeholders—driving innovation to improve how the world works and lives. Visit us at www.accenture.com

ACL delivers enterprise governance SaaS solutions that help governments quantify risk, stamp out fraud, and optimize performance. ACL’s solution is designed to help you streamline your risk, compliance, and audit activities, easily oversee grants, manage internal controls, and protect taxpayer funds in a single platform. Visit www.acl.com

American Express is a global services company, providing customers with access to products, insights and experiences that enrich lives and build business success. Learn more at americanexpress.com and connect with us on facebook.com/americanexpress, foursquare.com/americanexpress, linkedin.com/company/american-express,twitter.com/americanexpress, and youtube.com/americanexpress.

As a leading financial services provider to the public sector, Bank of America is committed to delivering the scope and strength of our enterprise to help meet your objectives. With over 100 years committed to the public sector, we know the unique challenges you face and you can count on us to help execute to your requirements.

As leading ACA Specialists, BenefitScape focuses exclusively on ACA Compliance and works with NASACT members to outsource your end-to-end tracking, reporting, and IRS eFiling. BenefitScape’s ACATech software guarantees compliance and works seamlessly with all data formats and business management systems. Visit us at www.benefitscape.com or call us at (508) 655-3307.

BerryDunn is an assurance, tax, and consulting firm made up of experts who have served clients across the country since 1974. Our government consulting team helps public sector leaders make informed decisions within complex regulatory environments. We help you mitigate risk, maintain fiscal integrity, strengthen cybersecurity, and optimize operations.

Bronner welcomes you to Salt Lake City and congratulates NASACT on more than 100 years of enhancing accountability in government. Since 1987, Bronner has delivered comprehensive, effective, and actionable solutions bringing Strategy, Transformation, and Accountability to over 450 clients nationwide. Find out how at www.bronnergroup.com.

As a full-service systems integrator and managed services provider, CGI delivers complex public sector IT programs with a collaborative approach that is based on shared values with our clients. We provide creative IT solutions that drive government efficiency and cost containment—including our built-for-government ERP, tax, health and human services offerings. www.cgi.com/stateandlocal

CherryRoad provides comprehensive systems implementations, upgrades, consulting, cloud and hosting services that maximize State Governments’ ERP system performance. For over three decades, CherryRoad has earned a solid reputation for combining our technological, organizational, functional, and vertical market expertise into practical solutions that deliver results to the public sector. Visit www.cherryroad.com.

CliftonLarsonAllen (CLA) is a professional services firm delivering integrated audit, tax, wealth advisory, consulting, and outsourcing to help our clients succeed. Our dedicated industry professionals provide solutions to your compliance, regulatory, and operational needs. We’ll work together to eliminate challenges and move your government forward. http://www.claconnect.com/industries/state-and-local-government

Governments work best when empowered with the tools to serve its citizens. Deloitte blends public sector knowledge with private sector insight to help shape new understanding, spur innovation, and accomplish more with less. We help our clients to address the challenges of today while positioning them for tomorrow. Visit www.deloitte.com/us/state.

Eide Bailly LLP, a top 25 accounting firm, specializes in tax, audit, accounting, cybersecurity, technology consulting and other business advisory services and serves a multitude of industries. Our professionals promise our clients an experience, second to none, where they feel understood, connected and confident. www.eidebailly.com

EY Government & Public Sector provides a full range of consulting and audit services. We are committed to helping agencies realize their transformation goals while improving efficiency, effectiveness, and driving mission success. From talent acquisition to threat management, we leverage our industry leading expertise to deliver exceptional public sector services.

First Data is a global leader in commerce-enabling technology, serving approximately six million business locations and 4,000 financial institutions in more than 100 countries. The company’s 22,000 owner-associates are dedicated to helping companies conduct commerce every day, securing and processing more than 3,000 transactions per second and $2.4 trillion yearly.

Infor delivers a comprehensive suite of integrated solutions purpose-built for state government agencies with a dedicated focus on state auditors, comptrollers and treasurers. Infor solutions increase operational efficiency, citizen satisfaction, government accountability, and process transparency and are transforming how governments provide services to citizens. To learn more, please visit www.infor.com/publicsector.

ISG Public Sector is an independent IT research and advisory firm specializing in ERP selection and oversight, robotic process automation (RPA), telecommunications audit and enterprise print management. Our ERP services include the complete ERP lifecycle. ISG has worked with 19 states and the District of Columbia on their ERP projects.

Kamakura Corporation is a leading provider of risk management information, processing, and software. The firm was founded in 1990 and has its headquarters in Honolulu, Hawaii. Our products include the KRIS public firm default service along with our U.S. Bank default probability service. Our website is www.kamakuraco.com.

30

KPMG LLP is one of the largest providers of professional services to state and local governments. We help government organizations adapt in today’s rapidly changing environment. Our leading approaches can help transform business and operating models so our government clients can better meet the evolving challenges they face.

Mastercard (NYSE: MA), www.mastercard.com, is a technology company in the global payments industry. Our global payments processing network connects consumers, financial institutions, merchants, governments and businesses in more than 210 countries and territories. Mastercard products and solutions make everyday commerce activities easier, more secure and more efficient for everyone.

Metaformers can revolutionize your finance and human capital management by leveraging the Oracle solutions and capabilities that make it easier to budget, meet demand, and allocate resources. We are Public Sector problem solvers offering the strategic, effective, enterprise software solutions that can transform your operations so you can better serve your community.

Fully Configurable, off-the-shelf Audit Management System trusted by Governments and Companies worldwide. Available as a License Purchase or Subscription Service, MKinsight™ provides: Risk Based Annual Planning, Scheduling, Audit Management, Performance Reporting, Electronic Working Papers, Recommendation Tracking, Comprehensive Reporting, Time & Expenses Recording, CSA, Enterprise Risk Management, Controls Management, Questionnaires and Surveys.

OpenGov is the leading Budgeting and Performance company powering more effective and accountable government. Over 1,900 public agencies in 48 states use OpenGov -- including the State of Ohio; the City of Richmond, VA; the City of Flagstaff, AZ; and Washington, DC.

The Oracle Cloud offers complete SaaS application suites for ERP, HCM and CX, plus best-in-class database Platform as a Service (PaaS) and Infrastructure as a Service (IaaS) from data centers throughout the Americas, Europe and Asia. For more information about Oracle (NYSE:ORCL), please visit us at oracle.com.

For over 70 years, state and local governments have trusted Plante Moran to provide independent technology, operational and financial services. We help you minimize risk, leverage technology investments, improve effectiveness and reduce costs.

RSM helps government entities improve performance through a comprehensive understanding of their assurance needs, business models, technology requirements, internal processes and daily realities. RSM US LLP is a provider of audit, tax and consulting services, with 9,000 people in 90 offices nationwide. For more information, visit rsmus.com/publicsector.

S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leader in providing credit ratings insight for the public and not-for-profit sectors. Our public finance analysts provide a deep understanding of markets with sector-specific experience. Learn how our perspective can help you make better-informed financing decisions. Visit spratings.com/uspublicfinance.

SAP Concur takes companies and government agencies beyond automation to a completely connected spend management solution encompassing travel, expense, invoice, compliance and risk. Our global expertise, industry-leading innovation and dynamic ecosystem of applications unlock insights that help you see spending clearly, so you can manage it proactively. Learn more at www.concur.com.

Socrata is the market leader in making existing government data discoverable, usable, and actionable for staff and the people they serve. Socrata provides a data-as-a-service platform exclusively for public sector, delivering data-driven innovation and cost-savings by bringing together disparate systems to enhance program outcomes and improve quality of life for residents.

The College Board is a not-for-profit organization helping students succeed in college and beyond. Like our flagship programs, AP and the SAT, everything we do promotes excellence and equity in education. In partnership with over 6,000 colleges and universities around the world, we help more than 7 million students prepare for college every year.

Tyler's fully-transparent, scalable financial management applications easily integrate important financial data and streamline processes throughout your organization. We provide real-time insight and improve operational efficiencies to reduce overall financial costs. Improve your ability to make strategic decisions and comply with local, state, and federal requirements. Make it easier with Tyler.

Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. Willis Towers Watson’s Individual Marketplace enables employers and plan sponsors to honor their commitment to retirees while reducing long-term financial liabilities and administrative burden.

Workday is a leading provider of enterprise cloud applications for finance and human resources. Founded in 2005, Workday delivers financial management, human capital management, and analytics applications designed for the world’s largest companies, educational institutions, and government agencies. Organizations ranging from medium-sized businesses to Fortune 50 enterprises have selected Workday.

Workiva delivers Wdesk, a leading enterprise cloud platform for data collaboration, reporting, and compliance. Companies of all sizes, state and local governments, and educational institutions use Wdesk to help mitigate risk, improve productivity, and gain confidence in their data-driven decisions. For more information about Workiva (NYSE:WK), please visit workiva.com.

31

12/13

BELVEDERE

FONTAINBLEAU

(Overlooks Garden Courtyard)(Overlooks Garden Courtyard)

RECEPTION

RECEPTION

SAVOYENVOY

MURANOGARDEN

SALON

GIBSONGIRLLOUNGE

EARL’SLOUNGE

VENEZIAGARDENSALON

GRAND BALLROOM RECEPTION A,B,C GRAND BALLROOM OFFICESNORTH AND SOUTH

600 SOUTH PORTE COCHERE

IMPERIAL BALLROOM RECEPTION A,B,C

A B

D

CA

D

IMPERIAL BALLROOM

C

LOBBYLOUNGE

LOBBY

GARDEN COURTYARD

OUTDOORPOOL

TERRACE

EMBASSYVIENNA

SUSSEX

ELEVATOR

BAGATELLE

AUDUBONMILANORIVIERA

RESTROOMS

PROVENCE

VENICE VERSAILLES

GRENOBLE

HERMITAGE TUSCANY

AMBASSADOR

TERRACE

TERRACE

TERRACE

RETAILJOU JOU

NEWSSTAND

GARDEN CAFE

LA BONNE VIE

OAK ROOM

GRANDSALONPATIO

GRANDSALON

RETAIL

GUESTELEVATORS

EXECUTIVE OFFICE/BUSINESSCENTER

SALESOFFICE

COATROOM

B

GRAND BALLROOM

N

MeetingRooms

DiningAreas

RetailShops

SpaAreas

LobbyAreas

Restrooms& Phones

Terrace& Gardens

Elevators& Stairs

HotelOffices

GRANDSPA

FITNESSCENTER

HOTEL MAP

c o n f e r e n c e f a c i l i t i e s

first floor

third floor

Sunday Brunch

NASACT Executive Committee& CARA Meetings

General Sessions

Sessions

SessionsBreakfast &

Lunch

Sunday Reception

Tuesday Night Events

Saturday & Sunday Registration

&Bus Departure

Meeting Location

Monday & Tuesday Registration

32

UPCOMING EVENTS

2018WEBINARGAO's 2018 Government Auditing StandardsSeptember 13, 2:00 - 4:00 p.m. Eastern

NSAA IT Workshop & ConferenceSeptember 17-20, Savannah, Georgia

WEBINARManaging the Multi-Generational MixOctober 17, 2:00 - 4:00 p.m. Eastern

2019NASC Annual ConferenceMarch 13-15, Atlanta, Georgia

NASACT Training Issues Workshop April 8, Lexington, Kentucky

NASACT Emerging Leaders ConferenceApril 9-11, Lexington, Kentucky

NSAA Annual ConferenceJune 11-14, Cherokee, North Carolina

NASACT Annual ConferenceAugust 17-21, Scottsdale, Arizona

NSAA IT Workshop & ConferenceSeptember 24-27, Grand Rapids, Michigan

Headquarters Office449 Lewis Hargett Circle, Suite 290Lexington, KY 40503-3590P (859) 276-1147, F (859) 278-0507

Washington OfficeThe Hall of the States444 N. Capitol Street, NW, Suite 548Washington, DC 20001P (202) 624-5451, F (202) 624-5473

www.nasact.org

2018 nasact annual conference - onsite brochure · acl ey infor kpmg llp silver corporate...

Documents