IN THE ROUGH. The ability to see the potential of greatness and exceptional qualities in the unexpected. 60 th Conference

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1 IN THE ROUGH The ability to see the potential of greatness and exceptional qualities in the unexpected. 60 th Conference Oklahoma Municipal Clerks, Treasurers and Finance Officials Association Oklahoma State University Wes Watkins Center, Stillwater October 19 21, 2016 Pre-Conference, October 18, 2016 OMCTFOA

2 IN THE ROUGH 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 it offers. These include the Spring Institute and Academy Sessions which OMCTFOA offers three scholarships for qualified members, and the Fall Conference in October at the Wes Watkins Center in Stillwater. This year we will be celebrating 60 years. Diamonds represent 60 years and we are proud to have many of them that have shined throughout the years and the many that paved the way for us. Some are gone but certainly not forgotten and some are enjoying their retirement years. We are so grateful for those many sparkling gems. The conference dates are October 19th-21st, the pre-conference will be the 18th of October. Again, OMCTFOA offers 5 (five) first time attendee scholarships. Throughout the year there are many local and state seminars and workshops that offer valuable information to the clerks and treasurers. OMCTFOA also offers one scholarship to the National Conference to a qualified member. All of the scholarship applications are on the web-site. I am honored to serve as your 2016 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 web-site 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 cindy.pollard@cityofharrah.com. As always I look forward to seeing you and participating with you in our 2016 activities. Respectfully, Cindy Pollard City Clerk, Harrah, Oklahoma OMCTFOA Board and Conference Planning Committee Cindy Pollard President City Clerk, Harrah Cora Middleton Vice President City Clerk, City of McAlester Stephanie Carmichael Treasurer City Clerk, City of Chandler Janet Watts Secretary Finance Director, City of Mustang Brenda Hall Reporter City Clerk, City of Norman Janice Almy Past President City Clerk, Sand Springs Susan White 1-Year Trustee City Clerk, City of Glenpool Ashley VanDeburgh 2-Year Trustee City Clerk/Deputy Treasurer, City of Weatherford Lindsey Grigg 3-Year Trustee City Clerk, City of El Reno Holly Maschino GFOAO Representative Clerk-Treasurer, City of Drumright Anita Denson OAPT Representative Accounting Supervisor, City of Woodward Becca Ramsey OSU Liaison & Institute Director Program Coordinator, OSU, Stillwater Dorie Spitler OMAG Liaison OMAG Program Manager Rhnea Stewart OMRF Liaison OMRF Fund Accountant, Oklahoma City Kelly Danner OML Representative Oklahoma Municipal League, Oklahoma City

3 Tuesday, October 18, 2016 (Pre-Conference) Wes Watkins Center, OSU-Stillwater 12:00 12:30 p.m. Pre-Conference Registration Foyer 12:30 2:30 p.m. Institute & Academy Session 2:30 2:45 p.m. Break 2:45 4:45 p.m. Institute & Academy Session Part 1: Retail Landscape: Ideas to Retain & Attract Retailers in a Challenging Environment Speaker: Sara Kaplan, Retail Marketing Coordinator City of Norman Ethics Speaker: Dr. Andrew Urich, Associate Professor of Management, Part 2: Place Making: A New Strategy for Economic Development Speaker: Sara Kaplan, Retail Marketing Coordinator City of Norman Ethics Speaker: Dr. Andrew Urich, Associate Professor of Management, Wednesday, October 19, 2016 Wes Watkins Center, OSU-Stillwater 8:00 9:00 a.m. Registration 9:00 9:30 a.m. New Attendees Meeting Cindy Pollard, OMCTFOA President Kelly Danner, OML Holly Maschino, GFOAO Anita Denson, OAPT Auditorium 9:30 10:00 a.m. Break with Vendors Exhibit Hall East 10:00 10:15 a.m. Opening Ceremony Auditorium Presentation of Flags Salute National Anthem Welcome from Vice Mayor of Stillwater Welcome from OMCTFOA 10:15-11:15 a.m. Leadership-Stress-Fun in the Workplace (Sponsored by OMAG) Auditorium Speaker: Cindy Morrison,TV Journalist, Tulsa TV Moderator: Cindy Pollard, City of Harrah 11:15-11:30 a.m. Group Photo/Board Photo 11:30 12:30 p.m. Luncheon Recognition of CMC, MMC, CPFT & CPFO Recipients Exhibit Hall West 12:45 1:45 p.m. Concurrent Sessions Polishing Your Communication Speaker: Pam Spinks, Director of Professional Development, OMAG Moderator: Lisa Root, Town of Eakley Mining for Records: File it and Find it Again Speakers: Jennifer Day, Archivist, City of Oklahoma City Moderator: Lindsey Grigg, City of El Reno 1:45 2:00 p.m. Break with Vendors Exhibit Hall East 2:00 3:00 p.m. Concurrent Sessions Advanced Excel Speaker: David Carter, Professor of Finance, Moderator: Janet Watts, City of Mustang Stress Management Speakers: Mac McCrory, Management Adjunct Instructor, Moderator: Sarah Sharp, City of Claremore

4 3:00 3:15 p.m. Break with Vendors Exhibit Hall East 3:15-4:15 p.m. Concurrent Sessions Thursday, October 20, 2016 Wes Watkins Center, OSU-Stillwater 8:00 8:45 a.m. GFOAO Breakfast Annual Business Meeting Members and potential members welcome 9:00 10:00 a.m. Concurrent Sessions GASB Update-Even Diamonds Start Out as Little Lumps of Coal Speaker: Brenda Wright, CPA, Crawford & Associates, PC Active Shooter Response and Preparedness.Shine Like a Diamond When the Pressure is On! Speaker: Captain Todd Gibson, Captain Darry Stacy, Captain Mark Braley- Centurion Consulting Group Moderator: Brenda Hall, City of Norman Conference Rooms 101 and :00 10:15 a.m. Refreshment Break with Vendors Exhibit Hall East 10:15 11:15 a.m. Concurrent Sessions Digging for Gems in Your OTC Reports Speaker: David Francis, Unit Revenue Manager, Oklahoma Tax Commission Moderator: Michele Cogdill, City of Harrah Active Shooter Response and Preparedness.Shine Like a Diamond When the Pressure is On! Speaker: Captain Todd Gibson, Captain Darry Stacy, Captain Mark Braley- Centurion Consulting Group Moderator: Brenda Hall, City of Norman 11:15 a.m. 12:15 p.m. Luncheon Sponsorship and Vendor Recognition Exhibit Hall West 12:15 2:15 p.m. Concurrent Sessions Institute Session Academy Session Cut Stones: Your Contribution to the Masterpiece Speaker: Tom Rider, General Manager, Municipal Electric Systems of Oklahoma (MESO) Moderator: Janice Almy, City of Sand Springs Working in Wellness Speaker: Christy Luper, Human Resources Manager, City of Stillwater Moderator: Cora Middleton, City of McAlester 2:15 2:30 p.m. Refreshment Break with Vendors 2:30 4:30 p.m. Concurrent Sessions Institute Session Academy Session Advanced Excel Speaker: David Carter, Professor of Finance, Moderator: Janet Watts, City of Mustang Stress Management Speakers: Mac McCrory, Management Adjunct Instructor, Moderator: Sarah Sharp, City of Claremore 5:30-7:30 p.m. Social Gathering Gatsby Working in Wellness Speaker: Christy Luper, Human Resources Manager, City of Stillwater Moderator: Cora Middleton, City of McAlester Jeweler s Eye: Taking Individual Stones and Making a Masterpiece Speaker: Tom Rider, General Manager, Municipal Electric Systems of Oklahoma (MESO) Moderator: Janice Almy, City of Sand Springs

5 4:30 6:30 p.m. Free Time 6:30 10:30 p.m. Banquet and Entertainment Sponsored by OMAG and Waste Connections of Oklahoma Meditations Friday, October 21, 2016 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 Finding the Sparkle in the Legislative Process Speaker: Missy Dean, Director of Intergovernmental Relations & Membership, Oklahoma Municipal League Moderator: Kelly Danner, Oklahoma Municipal League Conference Rooms 101 and 102 Diamonds are Forever! Is your System? Learn more about sustainability and planning. Speaker: Tony Mensah, Engineering Manager of Financial Assistance Division and Lindy Clay, Environmental Programs Manager, OWRB Moderator: Susan White, City of Glenpool 10:30 10:45 a.m. Break with vendors Exhibit Hall East 10:45 11:45 a.m. Closing Session Moments Matter! Building a Culture that Empowers Employees, Benefits Customers and Creates Loyalty Inside and Out Speaker: Pete Winemiller, Senior Vice President of Guest Relations, OKC Thunder Moderator: Pam Spinks, OMAG 12:00 1:30 p.m. Luncheon Annual Business Meeting Door Prizes (must be present to win) Auditorium Exhibit Hall West Notice to Membership There will be an election at the annual business meeting to consider amendments to the OMCTFOA constitution. See for detail of proposed amendments.

6 215 Business Building Stillwater, OK NONPROFIT ORGANIZATION U.S. POSTAGE PAID STILLWATER, OK PERMIT NO. 191 Oklahoma Municipal Clerks, Treasurers and Finance Officials Association 59th Annual Conference IN THE ROUGH Oklahoma Municipal Clerks, Treasurers and Finance Officials Association Oklahoma State University Wes Watkins Center, Stillwater October 19 21, 2016 Pre-Conference, October 18, th Conference