Government Finance Officers Association Training Seminars Registration Form April 2014 April 2015 GFOA retains the right to close classes that are full or cancel classes due to low enrollment Please do not buy non-refundable tickets until you receive registration confirmation. All fees must be paid in full when registration is picked up. Registration options: 1. Register online at www.gfoa.org. 2. Mail registrations paid by money order or check to: GFOA, 3076 Eagle Way, Chicago, IL 60678-1030. 3. Fax/mail/e-mail registrations paid by purchase order or credit card to: GFOA, 203 North LaSalle Street, Suite 2700, Chicago, IL 60601; Fax: (312) 977-4806; scan and e-mail to training@gfoa.org. If you fax this form, please do not mail original. Please print or type: Name: Title: Employer: Address: City: State/Province: Zip: Tel:( ) Fax:( ) e-mail (required) GFOA Membership Number: Member Nonmember New Member Student Check box to indicate if you are substituting for an active member. Active Government Member #: Active Government Member Name: Please indicate any special needs below: Seminar fees total* $ 10% discount for (3 +) group $- 10% discount for paid early registration $- Discount for paid new member (-$25.00) $- New member fee (call 312/977-9700 for fee) $ Total $ *You must include page 3 and/or 4 indicating your seminar choice(s) Payment Information: o Check enclosed payable to the GFOA o Purchase Order Number (scan and e-mail the form to training@gfoa.org) o Bill by credit card: o American Express o Discover o MasterCard o VISA Credit card number: Expiration date: Signature: (Mandatory)
On rare occasions, speakers are subject to change due to unforeseen circumstances. The GFOA will attempt to notify attendees in advance via e-mail, phone, or via our website. We apologize in advance for any inconvenience this may cause our attendees. Discounts (Note: not all seminars qualify for early or group discounts. Seminar descriptions will be noted with any applicable discounts.) Please check the calendar for specific deadline dates. Early Registration: Register early and receive a 10 percent discount. In order to be eligible for the discount, registrations must be received and paid in full by check or credit card by the date listed with the monthly sessions. Groups: If your organization registers three or more persons for the same seminar, you may reduce their registration fees by 10 percent. To qualify for the discount, registrations must be mailed together and paid with one check or invoice. New Members: If you join GFOA at the same time that you register for a seminar, you may enroll at the lower member rate. Include your membership fee with your registration payment, and you can reduce your seminar fee by an additional $25. E-mail GFOA s membership department at Membership@gfoa.org for information on membership fees. Substitutions: A one-for-one substitution of a nonmember for an active member is allowed. If your organization has a current GFOA member on the staff who is not attending the training, a nonmember may attend in his or her place at the lower member rate. Nonmembers (from the private sector) cannot substitute for associate members. Cancellation Policy Cancellation notices must be submitted in writing to (312) 977-4806 or to training@gfoa.org. Please reference the specific cancellation action dates for each seminar listed in the monthly training calendar. Continuing Professional Education (CPE) Certificates Each participant will receive a CPE certificate approximately three weeks after the seminar. The certificate verifies that you attended the program and it should be kept with your CPE documents. Please note that training registrations must be paid in full before a CPE certificate will be sent to each participant.
April 2014 Chicago, IL August 2014 Desktop Accounting Academy Preparing a Banking RFP April 2014 Desktop Fundamentals of Debt Series- Session 3: Arbitrage Rebate: Know Your Responsibilities Best Practices in Budgeting and Fiscal Policy Using Excel for Financial Modeling in Local Government Back to Basics: Understanding the GASB s Conceptual Framework May 2014 Minneapolis, MN 108 th GFOA Annual Conference The Future of Government Finance Internal Controls New and Improved September 2014 Sacramento, CA Intermediate Governmental Accounting Advanced Governmental Accounting May 2014 Desktop Risk Assessment in Public Funds Case Focused LEAN Studies June 2014 Charlotte, NC Accounting for Capital Assets Fundamentals of Performance Management Essentials of Debt Financing and Management Evaluating Internal Controls September 2014 Chicago, IL Accounting for Enterprise Funds and Business-Type Activities Budget Analyst Training Academy Advanced Governmental Accounting September 2014 Desktop Basics of Public Investing Treasury Management and Banking Relations How To Purchase ERP Software and Services the Right Way What Employers Need to Know About the New Pension Accounting Health-Care Implementation: A Compliance Update The Issuer s Disclosure Responsibilities June 2014 Desktop October 2014 New Orleans, LA Identifying Financial and Service Strategies for the Future How to Get from Governmental Funds To Governmental Activities July 2014 Desktop Introduction to Debt Planning, Budgeting, and Managing Capital Assets How to Use Charts and Tables to Enhance A Budget Document Evaluating Internal Controls Accounting for Enterprise Funds and Business-Type Activities Accounting for Capital Assets Intermediate Governmental Accounting Best Practices and Effective Budget Presentation New Topic - TBA Advanced Public Investing How to Account for Investments August 2014 Chicago, IL Accounting Academy
October 2014 Desktop Preparing or Updating Your Investment Policy November 6, 2014 Live-Streaming Event 19th Annual Governmental GAAP Update November 2014 Chicago, IL Intermediate Governmental Accounting Advanced Financial Reporting Topic TBA Topic TBA November 2014 Desktop Innovative Tools for Civic Engagement Building a Better Budget Document December 2014 San Antonio, TX Evaluating Internal Controls Preparing a CAFR Intermediate Governmental Accounting Advanced Governmental Accounting Revenue Forecasting Basics of Public Investments December 4, 2014 Live-Streaming Event (Encore presentation) 19th Annual Governmental GAAP Update January 2015 Desktop How to Account for Investments Credit Ratings and Credit Enhancements February 2015 Orlando, FL Accounting for Pensions and Other Postemployment Benefits Preparing a CAFR Advanced Governmental Accounting New Topic TBA New Topic TBA New Topic - TBA February 2015 Desktop Health-Care Costs: Gaining Control of a Budget Buster Best Practices in Budgeting and Fiscal Policy Conducting Return on Investment for Regional Assets Internal Controls New and Improved Mach 2015 Denver, CO Accounting for Pensions and Other Postemployment Benefits Evaluating Internal Controls Advanced Financial Reporting Hands on with LEAN January 2015 Newport Beach, CA March 2015 Chicago, IL Accounting for Pensions and Other Postemployment Benefits Budget Analyst Training Academy Evaluating Internal Controls March 2015 Desktop Advanced Financial Reporting Best Practices and Effective Budget Presentation How to Purchase ERP Software and Services the Right Way Guide to Budgeting for Outcomes Measuring and Reporting Portfolio Performance For Your Government s Investments What Employers Need to Know About the New Pension Accounting Managing Uncertainty and Risk in Public Finance Reaching Financial Resiliency
April 2015 Portland, OR Accounting for Pensions and Other Postemployment Benefits Evaluating Internal Controls Advanced Financial Reporting Best Practices and Effective Budget Presentation Treasury Management and Banking Relations Program Review and Service-Level Alternatives for Budgeting Gates Budget Course April 2015 Desktop Tools for Preparing a Cash Forecast Performance Management Technology Building a Better Budget Document Types of Debt Instruments and Understanding Refunding
Government Finance Officers Association Training Seminars April 2014 April 2015 April 2014 Chicago, IL April 7-11 Accounting Academy $1360 $1885 Early, group, and/or student discounts do not apply to this training. Cancellation dates: $50 fee if cancelled before March 21, 2014 50% refund if cancelled between March 21, 2014, and April 4, 2014. No refunds after April 4, 2014. April 2014 April 8 Fundamentals of Debt Series Session 3: Arbitrage Rebate: $85 $160 Know Your Responsibilities April 23 Back to Basics: Understanding the GASB s Conceptual $85 $160 Framework May 2014 Minneapolis, MN May 18-21 108 th Annual Conference May 2014 May 1 Case Focused LEAN Studies $85 $160 June 2014 Charlotte, NC June 23-24 Basics of Public Investing $580 $790 June 23-24 How to Purchase ERP Software and Services the Right Way $580 $790 June 24 Accounting for Capital Assets $370 $550 June 24 Evaluating Internal Controls $370 $550 June 25 Accounting for Enterprise Funds and Business-Type Activities $370 $550 June 25-26 Treasury Management and Banking Relations $580 $790 June 26-27 Advanced Governmental Accounting $580 $790 Early discount deadline: May 23, 2014 Cancellation dates: $50 fee if cancelled before June 6, 2014. 50% refund if cancelled between June 6, 2014, and June 20, 2014. No refunds after June 20, 2014.
June 2014 June 11 Identifying Financial and Services Strategies for the Future $85 $160 June 19 How to Get from Governmental Funds to Governmental $85 $160 Activities July 2014 July 9 Introduction to Debt $85 $160 July 16 Planning, Budgeting, and Managing Capital Assets $85 $160 July 22 How to Use Charts and Tables to Enhance a Budget Document $35 $50 July 30 How to Account for Investments $85 $160 August 2014 Chicago, IL August 4 8 Accounting Academy $1360 $1885 Early, group, and/or student discounts do not apply to this training. Cancellation dates: $50 fee if cancelled before July 18, 2014 50% refund if cancelled between July 18, 2014, and August 1, 2014. No refunds after August 1, 2014. August 2014 August 13 Preparing a Banking RFP $85 $160 August 14 Best Practices in Budgeting and Fiscal Policy $85 $160 August 20 Using Excel for Financial Modeling in Local Government $85 $160 August 21 Internal Controls: New and Improved $85 $160
September 2014 Sacramento, CA September 8 Risk Assessment in Public Funds $370 $550 September 9-10 Intermediate Governmental Accounting $580 $790 September 9-10 Fundamentals of Performance Management $580 $790 September 11-12 Advanced Governmental Accounting $580 $790 September 11-12 Essentials of Debt Financing and Management $580 $790 Early discount deadline: August 8, 2014 Cancellation dates: $50 fee if cancelled before August 22, 2014. 50% refund if cancelled between August 22, 2014, and September 5, 2014. No refunds after September 5, 2014. September 2014 Chicago, IL September 30- Budget Analyst Training Academy $735 $940 October 3 Early, group, and/or student discounts do not apply to this training. Cancellation dates: $50 fee if cancelled before September 12, 2014 50% refund if cancelled between September 12, 2014, and September 26, 2014. No refunds after September 26, 2014. September 2014 September 4 What Employers Need to Know About the New Pension $85 $160 Accounting September 17 Health-Care Implementation: A Compliance Update $85 $160 September 24 The Issuer s Disclosure Responsibilities $85 $160 October 2014 New Orleans, LA October 6 Accounting for Capital Assets $370 $550 October 6-7 Advanced Public Investing $580 $790 October 6-7 Best Practices and Effective Budget Presentation $580 $790 October 7 Evaluating Internal Controls $370 $550 October 8 Accounting for Enterprise Funds and Business-Type Activities $370 $550 October 8-9 Topic TBA $580 $790 October 9-10 Intermediate Governmental Accounting $580 $790 Early discount deadline: September 5, 2014 Cancellation dates: $50 fee if cancelled before September 19, 2014. 50% refund if cancelled between September 19, 2014, and October 3, 2014. No refunds after October 3, 2014.
October 2014 October 15 Preparing or Updating Your Investment Policy $85 $160 November 2014 : Live-Streaming Event November 6 19 th Annual Governmental GAAP Update $180/ $195/ $215 $245 Early discount deadline: October 3, 2014 Group Discounts: Discounts are available for 3-10 people, 11-20 people, 21-40 people, 41-75 people, 76+ call 312-977-9700 for pricing. In order to receive the group price, all registrations must be submitted together. Cancellation policy: Cancellation requests must be made in writing to the GFOA. All cancellations received before October 31, 2014, will incur a $20 administrative fee. No refunds will be issued after that date. November 2014 Chicago, IL November 13-14 Intermediate Governmental Accounting $580 $790 November 17 Topic TBA $370 $550 November 18-19 Topic- TBA $580 $790 November 20-21 Advanced Financial Reporting $580 $790 Early, group, and/or student discounts do not apply to this training. Cancellation dates: Intermediate Governmental Accounting $50 fee if cancelled before October 24, 2014 50% refund if cancelled between October 24, 2014, and November 7, 2014. No refunds after November 7, 2014. Classes the Week of November 17 $50 fee if cancelled before October 31, 2014 50% refund if cancelled between October 31, 2014, and November 14, 2014. No refunds after November 14, 2014.
November 2014 November 12 Innovative Tools for Civic Engagement $85 $160 November 18 Building a Better Budget Document $85 $160 December 2014 : Live-Streaming Event December 4 19 th Annual Governmental GAAP Update $180/ $195/ $215 $245 Early discount deadline: October 31, 2014 Group Discounts: Discounts are available for 3-10 people, 11-20 people, 21-40 people, 41-75 people, 76+ Call 312-977-9700 for pricing. In order to receive the group price, all registrations must be submitted Cancellation policy: together. Cancellation requests must be made in writing to the GFOA. All cancellations received before November 28, 2014, will incur a $20 administrative fee. No refunds will be issued after that date. December 2014 San Antonio, TX December 8-9 Basics of Public Investing $580 $790 December 9 Evaluating Internal Controls $370 $550 December 9-10 Advanced Governmental Accounting $580 $790 December 10 Preparing a CAFR $370 $550 December 10-11 Revenue Forecasting $580 $790 December 11-12 Intermediate Governmental Accounting $580 $790 Early discount deadline: November 7, 2014 Cancellation dates: $50 fee if cancelled before November 21, 2014. 50% refund if cancelled between November 21, 2014, and December 5, 2014. No refunds after December 5, 2014. January 2015 Newport Beach, CA January 12-13 Guide to Budgeting for Outcomes $580 $790 January 13 Accounting for Pension & OPEB $370 $550 January 13-14 Best Practices and Effective Budget Presentation $580 $790 January 14 Evaluating Internal Controls $370 $550 January 14-15 How to Purchase ERP Software and Services the Right Way $580 $790 January 15-16 Advanced Financial Reporting $580 $790 Early discount deadline: December 12, 2014 Cancellation dates: $50 fee if cancelled before December 26, 2014. 50% refund if cancelled between December 26, 2014, and January 9, 2015. No refunds after January 9, 2015.
January 2015 January 8 How to Account for Investments $85 $160 January 14 Credit Ratings and Credit Enhancements $85 $160 February 2015 Orlando, FL February 2-3 Topic TBA $580 $790 February 2-3 Topic TBA $580 $790 February 3 Accounting for Pension & OPEB $370 $550 February 4 Preparing a CAFR $370 $550 February 4 Topic -TBA $370 $550 February 5-6 Advanced Governmental Accounting $580 $790 Early discount deadline: January 2, 2015 Cancellation dates: $50 fee if cancelled before January 16, 2015. 50% refund if cancelled between January 16, 2015, and January 30, 2015. No refunds after January 30, 2015. February 2015 February 11 Health-Care Costs: Gaining Control of a Budget Buster $85 $160 February 12 Best Practices in Budgeting and Fiscal Policy $85 $160 February 18 Conducting Return on Investment for Regional Assets $85 $160 February 19 Internal Controls: New and Improved $85 $160 March 2015 Chicago, IL March 3-6 Budget Analyst Training Academy $735 $940 Early, group, and/or student discounts do not apply to this training. Cancellation dates: $50 fee if cancelled before February 13, 2015 50% refund if cancelled between February 13, 2015, and February 27, 2015. No refunds after February 27, 2015.
March 2015 Orlando, FL March 16-17 Hands on with LEAN $580 $790 March 17 Accounting for Pensions and Other Postemployment Benefits $370 $550 March 18 Evaluating Internal Controls $370 $550 March 19-20 Advanced Financial Reporting $580 $790 Early discount deadline: February 13, 2015 Cancellation dates: $50 fee if cancelled before February 27, 2015. 50% refund if cancelled between February 27, 2015, and March 13, 2015. No refunds after March 13, 2015. March 2015 March 11 Measuring and Reporting Portfolio Performance for $85 $160 Your Government s Investments March 12 What Employers Need to Know About the New Pension $85 $160 Accounting March 18 Managing Uncertainty and Risk in Public Finance $85 $160 March 25 Reaching Financial Resiliency $85 $160 April 2015 Portland, OR April 27-28 Best Practices and Effective Budget Presentation $580 $790 April 27-28 Gates Budget Course $580 $790 April 28 Accounting for Pensions and Other Postemployment Benefits $370 $550 April 29 Evaluating Internal Controls $370 $550 April 29-30 Program Review and Service-Level Alternatives for Budgeting $580 $790 April 29-30 Treasury Management and Banking Relations $580 $790 April 30 May 1 Advanced Financial Reporting $580 $790 Early discount deadline: March 27, 2014 Cancellation dates: $50 fee if cancelled before April 10, 2015. 50% refund if cancelled between April 10, 2015, and April 24, 2015. No refunds after April 24, 2015.
April 2015 April 1 Tools for Preparing a Cash Forecast $85 $160 April 15 Performance Management Technology $85 $160 April 16 Building a Better Budget Document $85 $160 April 22 Types of Debt Instruments and Understanding Refunding $85 $160 May 2015 Philadelphia, PA May 31- June 3 109 th Annual Conference