Welcome OUR JUNGLE OMCTFOA

Transcription

1 Welcome to OUR JUNGLE OKLAHOMA MUNICIPAL CLERKS, TREASURERS AND FINANCE OFFICIALS ASSOCIATION Wes Watkins Oklahoma State University Stillwater October 17-19, 2018 Pre-Conference, October 16, 2018 OMCTFOA

2 Since 1957, the Oklahoma Municipal Clerks, Treasurers and Finance Officials Association (OMCTFOA) has promoted, enhanced and encouraged the professional development and standing of clerks, treasurers and finance officials through cooperative communication, education and training. I encourage you to become a part of this organization and take part in the many educational and networking opportunities. OMCTFOA offers five (5) first time attendee scholarships for the October Fall Conference which will have the theme of Welcome to our Jungle. This year will be our 62nd Conference and we welcome the increase of new municipal clerks and treasurers across the state. The conference dates are October 17-19, and the pre-conference is October 16. We all know that at times it can get a little overwhelming, but there is help and a lot of networking among us. Throughout the year there are many local and state seminars and workshops that offer valuable information to the clerks and treasurers. OMCTFOA also offers 1 (one) scholarship to one of the National Conferences to a qualified member. All of the scholarship applications are on the website and are due by January 1 of each year. There is also the opportunity of education with our Spring Institute and Academy Sessions please note there are three (3) additional scholarships available for qualified members to these programs in Stillwater. I am honored to serve as your 2018 OMCTFOA President. We have a great board that is already planning and working on your behalf. We are here to serve you and your needs at all times. A list of the current board members will be on the website so we will be able to help answer any questions you might have concerning the conferences or a general question relating to city business. If you have any input regarding sessions or ideas you would like to see at the conference feel free to call me or me at scarmichael@chandlerok.com As always I look forward to seeing you and hope you can attend and participate in our 2018 activities.respectfully, Stephanie Carmichael, CMC City Clerk Chandler, Oklahoma OMCTFOA Board and Conference Planning Committee Stephanie Carmichael President City Clerk, City of Chandler Janet Watts Vice President Finance Director, City of Mustang Brenda Hall Treasurer City Clerk, City of Norman Susan White Secretary City Clerk, City of Glenpool Jan Neufeld OAPT Representative Chief Financial Officer, City of Altus Cora Middleton Past President City Clerk, City of McAlester Ashley VanDeburgh Reporter City Clerk/Deputy Treasurer City of Weatherford Lindsey Grigg 1-Year Trustee City Clerk, City of El Reno Kristi Hort 2-Year Trustee City Clerk, City of Nichols Hills Camille Dowers 3-Year Trustee City Clerk, City of Newcastle Matt Boggs GFOAO Representative Assistant City Treasurer City of Oklahoma City Becca Ramsey OSU Liaison & Institute Director Program Coordinator, OSU, Stillwater Dorie Spitler OMAG Liaison OMAG Program Manager Katie Girardi OMRF Liaison Retirement Plan Administrator Kelly Danner OML Representative

3 Tuesday, October 16, 2018 (Pre-Conference) Wes Watkins Center, OSU-Stillwater 12:00 12:30 p.m. Pre-Conference Registration Foyer 12:30 2:30 p.m. Institute Session Academy Session 2:30 2:45 p.m. Break 2:45 4:45 p.m. Institute Session Academy Session Open Meeting/Open Records Speaker: David Weatherford, Attorney, Birmingham, Morley, Weatherford & Priore Advanced-Environmental Policy and Management Speaker: Raymond Melton, Environmental Protection Manager, City of Oklahoma City; Andrea Shelton, Community Relations Coordinator, City of Oklahoma City Environmental Policy and Management Speaker: Raymond Melton, Environmental Protection Manager, City of Oklahoma City; Andrea Shelton, Community Relations Coordinator, City of Oklahoma City Advanced-Open Meeting/Open Records Speaker: David Weatherford, Attorney, Birmingham, Morley, Weatherford & Priore Wednesday, October 17, 2018 Wes Watkins Center, OSU-Stillwater 8:00 9:00 a.m. Registration 9:00 9:30 a.m. Opening Ceremony Presentation of Flags Salute National Anthem Welcome from OMCTFOA Auditorium 9:30 10:00 a.m. Break with Vendors and New Member Meeting Exhibit Hall East 10:00 11:00 a.m. General Session - Cutting A Path Through Our Jungle Auditorium Speaker: Jay Hannah, Executive Vice President of Financial Services, BancFirst Moderator: Stephanie Carmichael, City of Chandler 11:00-11:15 a.m. Group Photo/Board Photo 11:15 a.m. 12:45 p.m. Luncheon Recognition of CMC, MMC, CPFA & CPFO Recipients Exhibit Hall West 12:45 1:45 p.m. Concurrent Sessions Cemetery Care Speaker: Kevin McCullough, Law Enforcement Specialist, OMAG Moderator: Brenda Hall, City of Norman Who s Got the Monkey Speakers: Tom Rider, General Manager, MESO Moderator: Kristi Hort, City of Nichols Hills 1:45 2:00 p.m. Break with Vendors Exhibit Hall East 2:00 3:00 p.m. Concurrent Sessions Utility Billing Best Practices Speaker: Bryan Drummond, Attorney, Rosenstien, Fist & Ringold Moderator: Susan White, City of Glenpool Who s Got the Monkey Speakers: Tom Rider, General Manager, MESO Moderator: Ashley VanDeburgh, City of Weatherford 3:00 3:15 p.m. Break with Vendors Exhibit Hall East

4 3:15 4:15 p.m. Concurrent Sessions Workers Comp Speaker: Matt Love, Deputy General Counsel and Director of Claims, OMAG Moderator: Cora Middleton, City of McAlester The Good, the Bad and the Ugly of Accepting Credit Cards Speakers: Judy Siemens, Managing Member, Prime Fiduciary Services, LLC Moderator: Janet Watts, City of Mustang 6:00 8:00 p.m. Social Gathering Sponsored by: Heartland Payment Systems and Kraftsman Commercial Playground Water Parks TBD Thursday, October 18, 2018 Wes Watkins Center, OSU-Stillwater 8:30 9:15 a.m. OAPT Breakfast Annual Business Meeting Members and potential members welcome 9:30 10:30 a.m. Concurrent Sessions 10:30 10:45 a.m. Break Bare Necessities of Budget Monitoring Speakers: Russ Meacham, CPA, RSMeacham CPA s & Advisors Moderator: Camille Dowers, City of Newcastle Court Procedures\Policy Speaker: Shane Pate, City Manager, City of Nichols Hills Moderator: Kristi Hort, City of Nichols Hills 10:15 11:45 a.m. Concurrent Sessions Bare Necessities of Budget Monitoring Speakers: Russ Meacham, CPA, RSMeacham CPA s & Advisors Moderator: Ashley VanDeburgh, City of Weatherford Court Procedures\Policy Speaker: Shane Pate, City Manager, City of Nichols Hills Moderator: Brenda Hall, City of Norman 11:45 a.m. 1:15 p.m. Lunch on your own 1:15 2:45 p.m. Concurrent Sessions Surviving Jerks and Bullies Speaker: Pam Spinks, Director of Professional Development, OMAG Moderator: Jan Neufeld, City of Altus Internal Controls Speaker: Marcy Twyman, CPA, Crawford & Associates PC Moderator: Susan White, City of Glenpool 2:45 3:00 p.m. Break 3:00 4:30 p.m. Concurrent Sessions Surviving Jerks and Bullies Speaker: Pam Spinks, Director of Professional Development, OMAG Moderator: Cora Middleton, City of McAlester Internal Controls Speaker: Marcy Twyman, CPA, Crawford & Associates PC Moderator: Lindsey Grigg, City of El Reno 4:30 6:30 p.m. Free Time 6:30 10:30 p.m. Banquet and Entertainment - The Stars Band Sponsored by OMAG and Waste Connections of Oklahoma Conference Room 101 Wes Watkins Center

5 Friday, October 19, 2018 Wes Watkins Center, OSU-Stillwater 8:30 9:15 a.m. GFOAO Breakfast Annual Business Meeting Members and potential members welcome 9:30 11:30 a.m. General Session - Disasters; Are you and your staff prepared?! Speaker: Caroline Reed, Assistant Director, OSU Fire Service Training Kent Lagaly, Fire Chief, City of El Reno Moderator: Lindsey Grigg, City of El Reno 12:00 1:30 p.m. Luncheon Annual Business Meeting Door Prizes (must be present to win) Conference Room 101 Auditiorium Exhibit Hall West There will be an agenda item at the annual business meeting to consider amendments to the OMCTFOA constitution and to the Travel Policy. See for detail of proposed amendments. Oklahoma State University in compliance with Title VI and VII of the Civil Rights Act of 1964, Executive Order as amended, Title IX of the Education Amendments of 1972, Americans with Disabilities Act of 1990, and other federal laws and regulations, does not discriminate on the basis of race, color, national origin, sex, age, religion, disability, or status as a veteran in any of its policies, practices or procedures. This includes but is not limited to admissions, employment, fi nancial aid, and educational services. Title IX of zthe Education Amendments and Oklahoma State University policy prohibit discrimination in the provision of services of benefi ts offered by the University based on gender. Any person (student, faculty or staff) who believes that discriminatory practices have been engaged in based upon gender may discuss their concerns and fi le informal or formal complaints of possible violations of Title IX with the OSU Title IX Coordinator, Dr. Carolyn Hernandez, director of Affi rmative Action, 408 Whitehurst, Oklahoma State University, Stillwater, OK 74078, (405) or (405) (fax). This publication, which was issued by Oklahoma State University as authorized by the dean of the Spears School of Business, was printed by Printer Name in Location, OK at a cost of $X,XXX for XXXX copies / 0618.

6 294 Business Building Stillwater, OK Oklahoma Municipal Clerks, Treasurers and Finance Officials Association Oklahoma Municipal Clerks, Treasurers and Finance Officials Association Oklahoma State University Wes Watkins Center, Stillwater October 17 19, 2018 Pre-Conference, October 16, 2018 NONPROFIT ORGANIZATION U.S. POSTAGE PAID STILLWATER, OK PERMIT NO. 191