2014 WINTER. CONFERENCE Hyatt Regency Jacksonville Riverfront 225 East Coastline Drive Jacksonville, Florida (904)

Transcription

1 2014 WINTER CONFERENCE Hyatt Regency Jacksonville Riverfront 225 East Coastline Drive Jacksonville, Florida (904)

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3 Florida Court Clerks & Comptrollers 2014 Winter Conference - January 29-31, 2014 Hyatt Regency Jacksonville Riverfront Jacksonville, Florida Meeting Schedule Tuesday, January 28 th 9:00 a.m. - 11:00 a.m. FL Courts E-Filing Authority Board Meeting - Grand 6 11:00 a.m. - 1:00 p.m. District III Caucus Meeting - Grand 8 1:00 p.m. - 3:00 p.m. CCOC Executive Council Meeting - Grand 6 2:00 p.m. - 3:00 p.m. CLERICUS Sub-Committee Meeting - Grand 7 3:00 p.m. - 5:00 p.m. Board of Directors Meeting - Grand 8 3:00 p.m. - 5:00 p.m. Early Registration - Escalator Foyer 2nd Floor Wednesday, January 29 th 7:00 a.m. - 5:00 p.m. Registration - Escalator Foyer 2nd Floor 7:20 a.m. - 8:20 a.m. Continental Breakfast - Ballroom Foyer 5-8 8:20 a.m. - 10:00 a.m. General Session - Grand 5 10:00 a.m. - 10:20 a.m. Break - Ballroom Foyer :20 a.m. - 12:00 p.m. Advocacy/Leadership Track - Grand 6 10:20 a.m. - 5:00 p.m. Finance Track - Grand 7 12:00 p.m. - 1:00 p.m. Clerks Only Luncheon - Grand 3 12:00 p.m. - 1:00 p.m. FCCC Hosted Luncheon - Grand 4 1:20 p.m. - 5:00 p.m. Executive Session - Grand 8 3:00 p.m. - 3:20 p.m. Break - Ballroom Foyer 5-8 5:30 p.m. - 6:30 p.m. President s Reception - Ballroom Foyer 5-8 Thursday, January 30 th 7:00 a.m. - 5:00 p.m. Registration - Elevator Landing 3 rd Floor 7:20 a.m. - 8:20 a.m. Continental Breakfast - City Terrace Foyer and River Terrace Foyer 8:20 a.m. - 5:00 p.m. Advocacy/Leadership Track - City Terrace 9 8:20 a.m. - 5:00 p.m. Finance Track - River Terrace 3 10:00 a.m. - 10:20 a.m. Break - City Terrace Foyer and River Terrace Foyer 12:00 p.m. - 1:00 p m. Lunch (On Your Own) 12:00 p.m. - 1:00 p.m. Justice Partners Committee Meeting - City Terrace 5 3:00 p.m. - 3:20 p.m. Break - City Terrace Foyer and River Terrace Foyer Friday, January 31 st 7:20 a.m. - 10:00 a.m. Registration - Elevator Landing 3 rd Floor 7:20 a.m. - 8:20 a.m. Breakfast Buffet - Plaza (Located in the Lobby) 8:20 a.m. - 10:00 a.m. Best Practices Track - St. Johns 10:30 a.m. Duval County Courthouse Tour (501 W Adams St, Jacksonville, FL 32202) 2

4 Second Floor Third Floor Wednesday Registration....Escalator Foyer 2 nd Floor Breakfast... Ballroom Foyer 5-8 General Session Grand 5 Breaks......Ballroom Foyer 5-8 Advocacy/Leadership Track......Grand 6 Finance Track......Grand 7 Clerks Only Lunch......Grand 3 FCCC Hosted Lunch Grand 4 Executive Session Grand 8 President s Reception...Ballroom Foyer 5-8 Thursday Registration. Elevator Landing 3 rd Floor Breakfast.City Terrace Foyer & River Terrace Foyer Advocacy/Leadership Track..City Terrace 9 Finance Track... River Terrace 3 Breaks..City Terrace Foyer & River Terrace Foyer Friday Registration. Elevator Landing 3 rd Floor Breakfast.....Plaza (lobby) Best Practices Track...St. Johns 3

5 2014 Winter Conference Agenda Wednesday, January 29 7:00 a.m. - 5:00 p.m....registration (Escalator Foyer 2nd Floor) 7:20 a.m. - 8:20 a.m.breakfast (Ballroom Foyer 5-8) 8:20 a.m - 10:00 a.m..general Session (Grand 5) Welcome to Duval County E-Filing Update Presenters: FCCC Staff Economic Update Tarot card readers, crystal ball gazers, financial experts and macroeconomists of all stripes boast of special insight into what the future holds. In this presentation, we argue that most forecasts fail and advance a superior approach for investors and laypeople alike: ask the right questions. Question-asking, premise-pounding, myth-busting, conjecture and criticism: these are the tools for figuring out what s going on in the US and global economy. If we spend more of our time and efforts asking better questions and getting better answers, we can use our best understanding our best explanations of the world to craft a few broad predictions each year. Presenter: Jeffery Cleveland, Senior Economist, Payden & Rygel 10:00 a.m. - 10:20 a.m..mid-morning Break (Ballroom Foyer 5-8) Advocacy and Leadership Track (Grand 6) 10:20 a.m. - 12:00 p.m Legislative Advocacy and Communicating with the Press This session will focus on the do's and don'ts of crisis communications, highlighting how to handle the media, what to do and what not to do on social media when weathering a crisis, and how to manage expectations and activities post-crisis. This course will also walk you through how to prepare for a crisis before it hits, when you are aware that an issue may hit the media. Presenter: Sarah Bascom, President, Bascom Communications & Consulting 12:00 p.m. - 1:00 p.m.clerks Only Luncheon (Grand 3) 12:00 p.m. - 1:00 p.m. FCCC Hosted Luncheon (Grand 4) 3:00 p.m. - 3:20 p.m...mid-afternoon Break (Ballroom Foyer 5-8) 5:30 p.m. - 6:30 p.m President s Reception (Ballroom Foyer 5-8) 4

6 Wednesday, January 29 cont d Finance Track (Grand 7) 10:20 a.m. - 12:00 p.m.unifying Terms: How We Communicate Financial Language This course will provide the attendees an opportunity to explore the ability to communicate financial information in various settings. The course will use interactive means to explore the best approach for communicating financial information effectively. Presenters: Hon. Brent Thurmond, CPA, Clerk of Court, Wakulla County Eric Papp, Founder, Results Based Seminars, LLC 12:00 p.m. - 1:00 p.m.clerks Only Luncheon (Grand 3) 12:00 p.m. - 1:00 p.m.fccc Hosted Luncheon (Grand 4) 1:20 p.m. - 3:00 p.m..compensated Absences: Governmental Accounting Standards Board Requirements This session will focus on proper accounting for Compensated Absences under Governmental Accounting Standards Board (GASB) requirements. It will also include a discussion of fiscally responsible accounting policies for the recognition and presentation of Compensated Absences in the financial statements. Dave Dennis, a CPA partner with a national firm, will discuss proper accounting treatment under GASB and will provide a national perspective of this important issue. Additionally, CPAs serving as Local Government Finance Directors from small, medium, and large counties will discuss proper accounting treatment and will provide a local government perspective. Presenters: Dave Dennis, Partner, KPMG Shannon Ramsey-Chessman, CGFO, Chief Operating Officer of Finance, Palm Beach County Tasha Morgan, Director of Accounting, Highlands County Amy Gillis, Director of Financial Services, Hernando County 3:00 p.m. - 3:20 p.m...mid-afternoon Break (Ballroom Foyer 5-8) 3:20 p.m. - 5:00 p.m...the DNA of a Finance Officer This course will cover the beginning to the end of hiring the finance officer for a local government. The session will address the perspective of the local government, the applicants who will be applying, and the actual hiring process. Presenter: Colin Baenziger, M.P.A., President, Colin Baenziger & Associates 5:30 p.m. - 6:30 p.m President s Reception (Ballroom Foyer 5-8) Executive Track (Grand 8) 1:20 p.m. - 5:00 p.m...executive Session (Clerks Only) (Grand 8) 5

7 Wednesday, January 29 cont d 3:00 p.m. - 3:20 p.m...mid-afternoon Break (Ballroom Foyer 5-8) 5:30 p.m. - 6:30 p.m President s Reception (Ballroom Foyer 5-8) Thursday, January 30 7:00 a.m. - 5:00 p.m..registration (Elevator Landing 3 rd Floor) 7:20 a.m. - 8:20 a.m...breakfast (City Terrace Foyer & River Terrace Foyer) Advocacy and Leadership Track (City Terrace 9) 8:20 a.m. - 10:00 a.m.role of the Clerk as Comptroller: As Interpreted by the Courts This session will review the role and responsibilities of the Clerk s office based upon legal definitions, Florida Constitution, Florida Statutes, and applicable case law. The presenters will also provide an understanding of the legal guidance available to Clerks offices including applicable case law and existing laws, as well as provide an awareness of the legal responsibility and liabilities associated with the role of the Clerk. Presenters: Hon. Dwight Brock, Esq., CPA, Clerk of Court, Collier County Crystal Kinzel, Finance Director, Collier County 10:00 a.m. - 10:20 a.m..mid-morning Break (City Terrace Foyer) 10:20 a.m. - 12:00 p.m.role of the Clerk as Comptroller: Making It Your Own This course is designed to be a fully interactive roundtable discussion of the role of the Clerk as the Comptroller and the many personal ways that individuals approach the role. Presenters: Hon. Martha Haynie, CPA, Comptroller, Orange County 12:00 p.m. - 1:00 p.m.lunch (On Your Own) Hon. Karen E. Rushing, Clerk of the Court and County Comptroller, Sarasota County Hon. Brent Thurmond, CPA, Clerk of Court, Wakulla County 6

8 Thursday, January 30 cont d Ethics Track (City Terrace 9) 1:20 p.m...ethics Training Part I (Open to Clerks and Staff) The first session will be geared toward elected Clerks and will cover a few issues not covered at the November conference. We will focus on Form 6 annual financial disclosure requirements. We will also consider public meetings (particularly as clerk of the commission), blind trusts, etc. Presenter: Richard Herring, Attorney At Law 2:25 p.m...ethics Training Part II (Open to Clerks and Staff) The second session will be appropriate for anyone in the Clerk's office. It will cover requirements and suggestions concerning gifts, the new statutory requirements for finance directors and for procurement employees, accepting anything that would influence your actions, etc. Presenter: Richard Herring, Attorney At Law 3:55 p.m......ethics Training Part III (Open to Clerks and Staff) The third session will be of interest primarily to those Deputy Clerks and other employees who are required to meet Form 1 annual financial reporting requirements. We'll go over the Form 1 in detail, and as time permits, cover limitations on things like dual employment and doing business with your own agency. Presenter: Richard Herring, Attorney At Law Finance Track (River Terrace 3) 8:20 a.m. - 10:00 a.m. Court Collections - The Challenges Can Be Met The session will bring together Clerk staff that are involved with court collections. Participants will walk away with an appreciation of (1) Why court collections are important for Clerks offices; (2) What it takes to set up an in-house collection program including: getting court partners on board, setting up payment plans, and automation needs (payment plan tracking systems, automatic phone call contact systems, and skip tracing systems); (3) What is the value and cost of an in-house dedicated collection program. There will be presentations made by court collection experts that will include historical collections results, elements of a model collection program, and three in-house Clerk collection programs. Presenters: Doug Isabelle, Budget Director, CCOC Russ Duncan, Collections Consultant, CCOC Panelists: Hon. Maryanne Morse, Clerk of Court, Seminole County Hon. Tara Green, Clerk of Court, Clay County Kristi Wagstaff, Collections Enforcement Manager Polk County 10:00 a.m. - 10:20 a.m Mid-Morning Break (River Terrace Foyer) 7

9 Thursday, January 30 cont d 10:20 a.m. - 12:00 p.m...assessments & Collections Annual Report - Case Studies This course will be an update on the final 2013 Assessments & Collections Report and future plans. Case studies will be presented by counties representing each vendor group and will describe how the county prepared for the report and lessons learned. There will be representatives from counties using Benchmark, Odyssey, New Vision, Aptitude Solutions, Court View, CLERICUS, as well as an in-house representative. Panel members include: Stacey Lawrence (Bay County- Benchmark), Kathy Davis (Citrus County Benchmark), Connie Wolfe (Clay County Odyssey), Mary Kay Ditch (Lee County Odyssey), Margaret Enciso & Eunice Llera (Miami-Dade County In-house), Michelle Yondis (Polk County New Vision), Louis Tomeo (Palm Beach County Aptitude Solutions/Court View), Susan Higel (Sarasota County Benchmark) and Linda Warren (Walton County CLERICUS) 12:00 p.m. - 1:00 p.m. Lunch (On Your Own) Presenter: Alex Nicholas, Strategic Programs Manager, Florida Court Clerks & Comptrollers 1:20 p.m. - 3:00 p.m...budget Tips and Tools for the Clerk of Court This course will provide an opportunity to learn about budgeting in the various aspects of the Clerk s office. The course will use interactive means to explore the best approach for budgeting effectively in multiple situations. The attendees will learn about budgets for: Finance Officers who prepare the County Budget, Finance Officers who prepare the Clerk Operating Budget, Finance Officers who prepare the Court Side Budget, and also Finance Officers who use the Budget of the County as part of the pre audit/ payment process. Presenters: Greg Cowan, Senior Budget Manager, CCOC Shannon Ramsey-Chessman, CGFO, Chief Operating Officer of Finance, Palm Beach County Chuck Stiles, Chief Deputy Recorder, Alachua County Chad Crews, Finance Director, Columbia County 3:00 p.m. - 3:20 p.m...mid-afternoon Break (River Terrace Foyer) 8

10 Thursday, January 30 cont d 3:20 p.m. - 5:00 p.m The Future of Guardianship Audits: A Partnership Between Probate, Inspector General and Internal Audit This presentation and panel discussion will cover the required audit functions to ensure compliance with the Clerk and Comptroller responsibilities, as outlined in Chapter 744, Florida Statutes, and Part III of the Florida Probate Rules. The panel will describe three levels of audit and present practical implementation of each level from a small Probate Department perspective as well as a large Inspector General Division perspective. The presentation will include a discussion of the auditor s ethical responsibility as well as common ethical dilemmas and pitfalls. Friday, January 31 Presenters: Renita George, Probate Supervisor, Pasco County Hector Collazo, Inspector General/CAE, Pinellas County Anne DiNatale, Inspector General Auditor II, Pinellas County Michele Elkins, Auditor, Pasco County 7:20 a.m. - 8:20 a.m...breakfast Buffet (Plaza) 7:30 a.m. - 10:00 a.m....registration (Elevator Landing 3 rd Floor) Best Practices Track (St. Johns) 8:20 a.m. - 10:00 a.m.enhanced Procedures for Processing Judicial Orders and Update on the Implementation of HB 1355 Purchase of Firearms by Mentally Ill Persons This first part of this session will discuss the recommended Best Practice that has been developed by the Best Practices Workgroup for judicial orders for modifying prison sentences. The second part of the session will provide a brief overview of section , Florida Statutes, sale and delivery of firearms, relating to mental health prohibitors, including those areas amended by HB Sample forms that can be modified for use in each Clerk s office will be presented, as well as those questions that have been received during the Florida Department of Law Enforcement s statewide training on the legislation. While HB 1355 does directly affect other parties that are part of the mental health process, this session is geared toward the Clerk of Court. 9 Presenters: Hon. Marcia M. Johnson, Clerk of Court, Franklin County Gypsy Bailey, Esq., Staff Counsel/Director of Courts, Leon County Louis Tomeo, Criminal Court Services Director, Palm Beach County Robin Sparkman, Firearm Purchase Program, Florida Department of Law Enforcement

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12 SAVE THE DATE: 2014 SUMMER CONFERENCE PGA NATIONAL RESORT & SPA PALM BEACH GARDENS, FLORIDA JUNE 9-11, 2014