2018 WFOA 63RD ANNUAL CONFERENCE

FIND THE BALANCEVancouver, WA | September 18-21, 2018

CONFERENCE GUIDE

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THANK YOU TO OUR SPONSORS

DIAMOND

PLATINUM

GOLD

SILVER

BRONZE

FRIEND OF WFOA

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Sponsors ...................................................................................................... 2

Schedule-at-a-Glance ..............................................................................4-5

Welcome ...................................................................................................... 6

Board of Directors ...................................................................................... 7

Committees ................................................................................................. 8

Special Attendees ...................................................................................9-10

General Information ........................................................................... 11-15

Exhibitor Guide ................................................................................... 16-23

Detailed Daily Agenda .................................................................... 24-37

Tuesday, September 18 ................................................................ 24-25

Wednesday, September 19 .......................................................... 26-30

Thursday, September 20 .............................................................. 31-35

Friday, September 21 .................................................................... 36-37

TABLE OF CONTENTS

FUTURE CONFERENCE DATESYakima: September 17-20, 2019 , President Craig Warner

Tacoma: September 22-25, 2020, President Brad Posenjak

Spokane: September 21-24, 2021, President Dale Hough

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SCHEDULE AT-A-GLANCE

Tuesday, September 187:00 am – 5:00 pm Registration & Info Desk Open8:00 am – 5:00 pm Pre-Conference Workshops (Full Day)

8:00 am – 12:00 pm Pre-Conference Workshops (Morning)9:00 am – 2:00 pm Golf Tournament

12:00 pm – 1:00 pm Pre-Conference Workshop Lunch1:00 pm– 5:00 pm Concurrent Sessions1:00 pm – 4:00 pm Optional Excursion: Kayak6:00 pm – 9:00 pm Volunteer Appreciation Dinner

Wednesday, September 197:00 am – 5:00 pm Registration & Info Desk Open7:00 am - 8:00 am Breakfast8:00 am – 8:15 am Welcome Remarks8:30 am – 9:50 am Opening Keynote

9:50 am – 10:10 am Refreshment Break with Exhibits10:10 am – 11:00 am Concurrent Sessions11:10 am – 12:00 pm Concurrent Sessions

12:00 pm – 1:20 pm Lunch1:30 pm – 2:20 pm Concurrent Sessions2:20 pm – 2:50 pm Refreshment Break with Exhibits2:50 pm – 3:40 pm Concurrent Sessions 4:00 pm – 5:00 pm Wellness Activity5:00 pm – 7:00 pm Welcome Reception6:00 pm – 9:00 pm VIP Dinner6:00 pm – 9:00 pm Past President’s Dinner

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Thursday, September 207:00 am – 5:00 pm Registration & Info Desk Open7:00 am - 8:00 am Breakfast7:00 am – 8:00 am Sponsor Recognition Breakfast8:00 am – 9:50 am General Session

9:50 am – 10:10 am Refreshment Break with Exhibits10:10 am – 11:00 am Concurrent Sessions11:10 am – 12:00 pm Concurrent Sessions

12:00 pm – 1:20 pm Lunch & Annual Business Meeting1:30 pm – 2:20 pm Concurrent Sessions2:20 pm – 2:50 pm Refreshment Break with Exhibits2:50 pm – 3:40 pm Concurrent Sessions3:50 pm – 4:40 pm Concurrent Sessions

6:00 pm – 11:00 pm Banquet

Friday, September 217:00 am – 12:00 pm Registration & Info Desk Open

7:30 am - 8:30 am Breakfast8:15 am – 9:50 am General Session

10:00 am – 10:50 am Concurrent Sessions10:50 am – 11:00 am Refreshment Break11:00 am – 11:50 am Concurrent Sessions

11:50 am Conference Concludes12:00 pm – 1:30 pm Board Meeting

SCHEDULE AT-A-GLANCE

A FULL HOUSE IS EXPECTED! Please help us by filling every seat. Thank you for your cooperation!

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OUR WELCOME TO YOU!

Welcome to the 63rd Annual Conference of the Washington Finance Officers Association! Vancouver is delighted to be your host for this year’s conference. This year’s conference theme is “Find the Balance”, attempting to inspire each of us to find balance in our jobs and in our everyday lives. Providing the capacity to stay fresh and bring new perspectives to the finance profession in Washington State and to help keep our minds clear for when we are trying to make our numbers “balance”. WFOA provides a quality educational and networking opportunity this week for personal and professional growth. With seven (7) concurrent educational tracks, there is certainly something for everyone!

Tuesday begins the activities with an array of Pre-conference classes and either our annual golfing event or a wildlife kayaking excursion. At our Wednesday evening reception, we have incorporated a “Wellness Mini Fair” along with an outdoor “Walk in the Park” where you can enjoy some light snacks and catch up with some friends old and new. Thursday night promises to be a great night, where we will enjoy a sit-down dinner and then dance to the Northwest’s Favorite Party Band, Hit Explosion!

Please take a few minutes to become familiar with this program and make the most of your conference experience. We encourage all attendees to visit the exhibit booths to view a wide variety of products and services available to state and local governments. This year’s group of companies and organizations offer you the perfect opportunity to view products, ask questions, and see live demonstrations of their products and service that will save you money and time. WFOA would like to thank all affiliate members, vendors and sponsors for their continued support!

We look forward to a highly productive and enjoyable conference. If there is anything you need, please contact the registration desk where someone there will be available to make your stay more enjoyable.

On behalf of the WFOA Board, Education Committee, Local Conference Committee and Conference Solutions, welcome to Vancouver!

Carrie Lewellen Jana Brown

WELCOME

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Jana BrownPresident

BOARD OF DIRECTORS

Craig WarnerPresident Elect

Brad PosenjakVice President

Dale HoughTreasurer

Jack BroylesSecretary

Adé AriwoolaPast President

Dan Legard2018 Conference Chair

Carrie Lewellen2018 Conference Chair

Forrest Smith2019 Conference Chair

Sadie ArmijoProfessional Develop-ment & Sustainability Committee Chair

Beth WrightEducation Committee Co-Chair

Mickie CooperEducation Committee Co-Chair

Stacie TellersLegislative & Profes-sional Standards Chair

Kelly CollinsState Auditor Representative

Toni NelsonMRSC Representative

Staci AsheLGIP Administrator, Office of the State Treasurer

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www.conferencesolutionsinc.com

Beth WrightEducation Committee Co-Chair

Ken AndrewsLori AtkinsMichelle BreseeJana BrownMichael ConjugacionSally FulhamCatrina GaliczBryan JohnsonJinny JonesKristine KeithleyJoy Lee

Carrie LewellenSara LoweKelly MitchellMari RippChristine SmithShawna SommervilleAmy SorensonKathy StreissguthLisa WetleKatherine Wolf

COMMITTEES

EDUCATION COMMITTEE

CONFERENCE COMMITTEE

CONFERENCE PLANNING PARTNER

Mickie CooperEducation Committee Co-Chair

Tage AakerIvy AdamsSherri ArdAde AriwoolaStaci AshePeter BeckerAaron BonckDebbie BooherKelly BoswellTeresa BreckenridgeDuncan BrownJana BrownJack BroylesCaitlin CaldwellJosiah CloseHolly ContiMickie CooperNoah CrockerSue Cronk

Rita DadyDebbie DearingerChase DonnellyAjit DubeyDoug ExtineCatrina GaliczSheila GallSherri GordonMarc GreenoughJan HawnCarmen HayterTania HoldenDale HoughMichelle HughesGretchen IsakssonPaul JarvisAlexandra JohnsonNiles KostickSara Lane

Sandy LangdonDan LegardScott LesterEva LindgrenScott LoosKevin LorentzenSue LuhmanHeidi MacDonaldKatie MaguirePhilip MendozaSarah MeyersNora MitchellCathy MulhallJim NelsonToni NelsonMalinda OkerlundJerica PascoeDenise PearceAndrew Pittelkau

Brad PosenjakScott PrickettArlington RichardsMari RippSandi RobertsLuke SchneiderRenee SinclairJuanita SmartKen SmithSuzette SmithRobbi SteadmanKathy StreissguthPete SullivanStacie TellersThomas TeopferGeoff UrbinaJoseph WolfeBeth WrightMatt Zehnder

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Amira AjamiAmanda AkersStefanie AlvaradoPaul ArandLori AtkinsAntoinette AveryGenevieve AyalaTonia BaileyStephanie BalangueBrandi BallingerYelena BashkatovaElliot BeckKelly BeechBethany BerryAttar BhangalJohn BiestmanRandy BischoffAndrew BoutaLee BowlesKeley BrewsterDebra BrooksKarla BuckinghamLaura CamachoMichael ConjugacionMarissa CsanyiSteve DahlbergJoAnne DanielsColleen DeGroatJennifer DeskinNicole DiceAndrea DonnellyWendy DowhowerKasi DucatteCyndie EddyTim ElseaMila FabyanchukEvelyn FotheringillGrace FribergLisa FrostSally FulhamJoseph Geiger-GaitherKami GetsfridSisvy GiffuniGeorge Gitungo

Yelena GlazyrinaJamie GoldingJuanita GomezSarah GordonElizabeth GotelliTeresa GreenMelanie HallLawanda HamptonKatrina HarrisBrandon HilbyStephanie HiteAnn HolgersonSean HollingsworthMonie HolmesJessica HonlCindy HosszuLarkin HubrigEmily HullMonica HunsakerDan IcasianoKelly InmanJessica JensemaBryan JohnsonTerri JohnsonDan JohnstonTammy KamphausDana KaplaSarah KellieDawn KillionDeborah KrumpolsCher LaffertyMelissa LairdJonathan LakeyKatherine LaShierJennifer LawsonJoy LeeJason LinkJohn LittlerCheryl LoefflerAndrea LogueForrest LongmanMonica LoughLori LuncefordStephanie Luo

Hollie MaconnellAngela MamLisa MarsylaLisa MatthewsVicki McMasterTerrance MenefeeKimberly MillikanKayla MobleyMargaret MoggiaZarema NagoyevLaura NewmanAnnette NewtonKrisha NicklausLori NielsenJoan OlsenDavid OlsonJohn PainterArnold PerezAndrew PittelkauHeather PollockStacie PradaBrooke QuickNatasha RamrasShawn ReedJason RichterHeidi RobnettJon RoseGretchen SagenTatiana SarmientoCrystal SatherNancy SchanzeAmanda ScottCathie SeeversTawni SharpTristyn SherwoodDebbie SlackJohn SlaughterShawna SommervilleRich SonAmy SorensonTiane Soulatha Larry StaffordBrian StallmanLavonne Stenier-Weigel

Melissa StewartLisa StrengeJulie StutzkeDebbie SullivanClaudia SuseyiEthan SylvesterBeth TannerPepper TeterudErin ThompsonSteve ThorntonAlishia TopperKawni ToulsonMichelle UnderwoodJosh UrbanDebi Van CampSarah VanAusdleTracy VeselyDoan VuongPam WalasekJessica WalserChloe WardleJohn WhiteMegan WhitmanAaron WilliamsJason WilliamsAllison WilliamsEmily WilsonMichael WilsonNatalie WindleChristine WitteKatherine WolfTami WoodSue YeskaLeslie YonkersLisa YoungInna ZhabkoJames ZuminiEmily Zwetzig

FIRST TIME ATTENDEES

Please help us welcome those attending the 2018 WFOA Conference for the first time. They will be wearing first-time attendee ribbons. Stop them and say “Hi!”

List current at time of production

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VOLUNTEERSThank you to the conference volunteers who collectively contributed to over 200 hours to help ensure the seamless onsite execution of the conference.

PAST PRESIDENTS

SPECIAL GUESTS

RETIREE ATTENDEESCongratulations to the 2018 WFOA Conference Attendees who will be retiring in the next year. Good luck in your new adventures!

Eunice CokerRonald ConeCheryl GrantMarilou MooreSusan Musselman

John PayneChuck PfeilHarold RainsDean Walz

List current at time of production

List current at time of production

Attar BhangalLisa BrownBeverly BrueschMichael ConjugacionSally FulhamRebecca HarderJinny JonesKristine KeithleyCarrie LewellenSara Lowe

Raelyn McJiltonCarol MooreLori PearceTracy RamirezMari RippForest SmithShanwa SommervilleAmy SorensonLisa Wetle

Adé AriwoolaMike BaileyRonald ConeJan HawnCarmen HayterTim Jensen

Sandy LangdonMarilou MooreCathy MulhallJohn PayneKent ShorthillDean Walz

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REGISTRATION DESK HOURSTuesday, September 18 .............................................. 7:00 am – 5:00 pmWednesday, September 19 .......................................... 7:00 am – 5:00 pmThursday, September 20 .............................................. 7:00 am – 5:00 pmFriday, September 21 ................................................. 7:30 am – 12:00 pm

INTERNET ACCESSComplimentary Wi-Fi will be available in all the meeting spaces for WFOA attendees

Network: Hilton_MeetingAccess Code: wfoa2018

GENERAL INFORMATION

MOBILE APPHow to Dowload the App1. Download the Guidebook app from the iTunes

or Android Marketplace or use the QR Codeto the right.

2. Once the Guidebook app is installed, search“WFOA18” and the guide will come up. Tap“Download Guide” and the guide will begin todownload. Or, once in the Guidebook app,scan the QR code to the right.

3. To connect with others, go to “attendees” and“check in as an attendee.”

WIN PRIZES WITH WFOA’S SCAN-VENGER HUNT!Use your guidebook app and find the QR Codes located at the booths throughout the Tradeshow to complete the designated phrase.

Completing the phrase will enter you in a drawing to win one of the several great prizes. Drawings will be held throughout the Conference and posted on the app and announced at Friday’s general session. Prizes must be collected by 10:00 am on Friday.

ONLINE RESOURCESVisit www.WFOA.org to access a PDF of the presented sessions and Attendee Roster.

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CONFERENCE VENUEHilton Vancouver Convention Center301 W. 6th StreetVancouver, WA 98660(360) 993-4500

First Floor

Second Floor

GENERAL INFORMATION

HILTONHILTON_COLLATERAL_2016None8.75" x 11.25"8.5" x 11"8.1" x 10.6" Erica Nagel/Lania Yu

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FLOOR MAPSFOR CONFERENCE & EVENT ROOMS

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HILTONHILTON_COLLATERAL_2016None8.75" x 11.25"8.5" x 11"8.1" x 10.6" Erica Nagel/Lania Yu

FACT_SHEET

10/20/1610/18/1610-20-2016 4:56 PM10-20-2016 12:42 PM

HILTON_VANCOUVER_AIRPORT User Signo�

QC Signo�

PR Signo�

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Whitney (Book, Bold; OpenType)

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INKS Cyan MagentaYellow Black

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75 Spring St, 3rd Floor, New York, NY, 10012Tel: 212 625 6250 Fax: 212 625 6260

Customer: :ngiapmaC

Publication:Bleed:

Trim:Live:

Users:

Client:

Job Title:

Material Date:Cover Date:

Current Date:Creation Date:

Fonts:

Link Names:

Page: 3

FLOOR MAPSFOR CONFERENCE & EVENT ROOMS

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GENERAL INFORMATION

Tuesday, September 18No WFOA shuttle service provided; however, you are encouraged to see what service is available through individual hotels.

Wednesday, September 196:45 am – 8:15 am Express Service Loop between Heathman Lodge

and the Hilton VancouverExpress Service Loop between the Red Lion Hotel on the River and the Hilton VancouverDepartures to the Hilton approximatelyevery 20-30 minutes

SHUTTLE SCHEDULEShuttle transportation to the Hilton Vancouver will be available for WFOA participants with reservations at the Heathman Lodge and Red Lion Hotel on the River during the conference hours on Wednesday, September 19 through Friday, September 21. Please note the departure and travel times below are contingent upon traffic and WFOA participants are encourage to plan to arrive early in case there are delays. Conference sessions will begin as scheduled.

PARKING AREA MAPNew

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GENERAL INFORMATION

Wednesday, September 19 (continued)8:15 am – 3:30 pm Continual service on rotation between Red Lion

Hotel on the River to Heathman Lodge to Hilton VancouverDepartures from the Hilton approximately every 20-25 minutes

3:30 pm – 7:15 pm Express Service Loop between Heathman Lodge and the Hilton VancouverExpress Service Loop between the Red Lion Hotel on the River and the Hilton VancouverDepartures from the Hilton are expected every 25-30 minutes

Thursday, September 206:45 am – 8:15 am Express Service Loop between Heathman Lodge

and the Hilton VancouverExpress Service Loop between the Red Lion Hotel on the River and the Hilton VancouverDepartures to the Hilton approximatelyevery 20-30 minutes

8:15 am – 4:30 pm Continual service on rotation between Red Lion Hotel on the River to Heathman Lodge to Hilton VancouverDepartures from the Hilton approximately every 20-25 minutes

4:30 pm – 6:30 pm Express Service Loop between Heathman Lodge and the Hilton VancouverExpress Service Loop between the Red Lion Hotel on the River and the Hilton VancouverDepartures from the Hilton approximately every 25-30 minutes

6:30 pm – 11:15 pm Continual service on rotation between Red Lion Hotel on the River to Heathman Lodge to Hilton VancouverDepartures from the Hilton approximately every 20-25 minutes

Friday, September 217:15 am – 12:15 pm Express Service Loop between Heathman Lodge

and the Hilton VancouverExpress Service Loop between the Red Lion Hotel on the River and the Hilton VancouverDepartures to the Hilton approximatelyevery 20-30 minutes

SHUTTLE SCHEDULE

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CPE DETAILSWFOA is excited to have the attendance tracking system called the SMART-Reg Tap-N-Go badging system!

Each attendee will be issued an RFID name badge that will be used with a Tap-N-Go scanner located outside of every session.

The system will track who is in each room so that you are awarded the proper amount of CPE units.

To ensure you get proper attendance credit, make sure you TAP your badge on the Tap n Go target immediately FOLLOWING each class session.

Your CPE attendance certificate will be available online after the conference. We will send the website address to you following the conference.

1 CPE=50 minutes

GENERAL INFORMATION

Balance, peace, and joy are the fruit of a successful life. It starts with

recognizing your talents and finding ways to serve others by using them.

-Thomas Kinkade

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EXHIBITOR GUIDE

EXHIBITOR SCHEDULEVisit exhibitors in and around the Heritage and Discovery Ballrooms

Tuesday, September 18

1:00 pm - 5:00 pm Exhibitor Install/Setup

Wednesday, September 19

9:50 am - 10:10 am Refreshment Break with Exhibits

2:20 pm - 2:50 pm Refreshment Break with Exhibits

Thursday, September 20

9:50 am -10:10 am Refreshment Break with Exhibits

2:20 pm - 2:50 pm Refreshment Break with Exhibits

3:00 pm - 4:30 pm Exhibitor Dismantle

Exhibits will be open during all conference sessions times on Wednesday and Thursday.

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EXHIBITOR GUIDE

Arbitrage Compliance Specialists, Inc......................................... 27Association of Washington Cities Member Pooling Programs ................................................... 37BIAS Software ......................................................................... 36Can/Am Technologies, Inc............................................................ 40Caselle ...............................................................................................6Chandler Asset Management ............................................... 13Columbia Bank ......................................................................... 5Databar Inc .......................................................................................8Eide Bailly LLP ........................................................................... 2FATHOM ......................................................................................... 17FCS GROUP .................................................................................... 32Gallagher ...........................................................................................7GovDeals, Inc. ................................................................................ 39HUB INTERNATIONAL ................................................................... 43KeyBank Capital Markets, Inc .............................................. 14Linebarger Goggan Blair & Sampson, LLP ................................. 26Merchants Credit Association ........................................................4Multi-Bank Securities, Inc ............................................................. 33Office of the Washington State Auditor ..................................... 29Opus Bank ............................................................................... 42Paymentus ..................................................................................... 15PFM .......................................................................................... 28Professional Credit ..........................................................................9Questica Budget ............................................................................ 19Retail Lockbox Inc. ........................................................................ 16SoftResources LLC ........................................................................ 35Sundial Timekeeping .................................................................... 34Superion ......................................................................................... 12The Office of the State Treasurer ................................................ 41Tyler Technologies ........................................................................ 38U.S. Bank National Association .............................................. 3Wells Fargo ............................................................................. 11Western Collection Bureau, Inc. .................................................. 18

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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27 Arbitrage Compliance Specialists, Inc.www.rebatebyacs.comRobert Goubert | robert@rebatebyacs.com | (303) 867-7536Arbitrage Compliance Specialists, Inc. provides independent arbitrage rebate services for all entities issuing tax-exempt debt or Build America Bonds. Arbitrage rebate has been our sole business since the inception of the IRS code and Regulations. ACS has CPA’s and Tax Attorney on staff to offer our clients complete and efficient reporting.

37 Association of Washington Cities Member Pooling Programswww.awcnet.orgAndy Clarke | andyc@awcnet.org | (360) 753-4137AWC’s member cities and towns, and public agencies that are Associate Members, can apply to join our Member Pooling Programs. These programs were created especially for cities and towns that need quality benefits, risk management and workplace safety services at a reasonable cost.

36 BIAS Softwarewww.biassoftware.comMark Felchlin | mark@biassoftware.com | (509) 443-3332BIAS provides BARS Software and Accounting support for over 250 local governments in WA State.

40 Can/Am Technologies, Incwww.canamtechnologies.comJoshua Langemann | joshua@canamtechnologies.com | (303) 847-4684Can/Am Technologies provides cutting edge Point-of-Sale solutions for local governments.Can/Am Technologies provides cutting edge Point-of-Sale solutions for local governments. Our Teller product integrates with payment processors, business applications, banks, and financial systems.

6 Casellewww.caselle.comWade Walker | pww@caselle.com | (801) 850-5001Caselle is a leading provider in Government Accounting Software.

13 Chandler Asset Managementwww.chandlerasset.comToni-Marie Kahre | tpiscani@chandlerasset.com | (800) 317-4747Since 1988, public entities have trusted Chandler Asset Management to manage their fixed income portfolios. We believe that our risk-controlled approach results in portfolios that protect principal and enhance income. Our mission is to add value and manage risk—every day, for every client.

EXHIBITOR LISTING

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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5 Columbia Bankwww.columbiabank.comJessica Hamm | jhamm@columbiabank.com | (206) 646-2015Columbia Bank is a Northwest community bank headquartered in Tacoma, Washington, with comprehensive solutions and expertise to meet the evolving needs of businesses and individuals. Today we employ a wide range of extraordinarily smart and devoted people, delivering relationship-based customer service.

8 Databar Incwww.databarinc.comSusan Savage | susans@databarinc.com | (360) 837-3565Databar Inc - Print, mail, design service including paper and electronic bill presentment and payment solutions configured to meet your special needs. Databar: serving governments and businesses with expertise you will value and customer service you will treasure since 1975.

2 Eide Bailly LLPwww.eidebailly.comJessica Holladay | jholladay@eidebailly.com | (208) 344-7150Eide Bailly LLP is a Top 20 CPA Firm in the nation, with offices in 14 states. You will find professionals at Eide Bailly who have a genuine interest in helping you and your organization grow and succeed. Clients benefit from personal service and, enjoy access to 2,000 professionals.

17 FATHOMwww.gwfathom.com Page Krebsbach | Page.krebsbach@gwfathom.com | (512) 538-4705FATHOM™ brings the benefits and efficiencies of Smart Grid methodology to the Water & Wastewater space. FATHOM provides a turnkey package incorporating AMI meters with an end-to-end suite of integrated SaaS/cloud-based solutions.

32 FCS GROUPwww.fcsgroup.comScott Lester | scottl@fcsgroup.com | (425) 615-6485FCS GROUP, established in 1988, provides utility rate and fee consulting, utility management consulting, financial planning and analysis, and economic services to public sector clients throughout the U.S.

EXHIBITOR LISTING

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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EXHIBITOR LISTING

7 Gallagherwww.ajg.comChase McCarthy | chase_mccarthy@ajg.com | (509) 838-5571SAVE TAX. KEEP MORE. The HRA VEBA Plan is a health reimbursement arrangement (HRA) and is a great way to save up for out-of-pocket medical expenses—completely tax-free! Our team of knowledgeable consultants and award-winning Customer Care Center are dedicated to providing five-star service. We look forward to meeting you!

39 GovDeals, Inc.www.govdeals.comJohn Littler | jlittler@govdeals.com | (334) 387-0532GovDeals.com is the leading provider in online government surplus auctions. All state and local governments are welcome to use our services to auction surplus in the smartest, most efficient way possible!

43 HUB INTERNATIONALwww.hubinternational.comEvan Ayres | evan.ayres@hubinternational.com | (360) 603-4647HUB is an employee benefits consulting firm specializing in municipalities.

14 KeyBank Capital Markets, Incwww.key.com/governmentKim Monson | kim.monson@key.com | (206) 343-6962With our comprehensive financial services platform, the KeyBanc Capital Markets team of finance experts delivers the consistent and assured execution governmental entities look for in a trusted partner. Our Public Sector teams offer multifaceted debt funding solutions to support programs that benefit local communities.

26 Linebarger Goggan Blair & Sampson, LLPwww.lgbs.comJudi Dodge | cs@lgbs.com | (512) 799-8191Linebarger Goggan Blair & Sampson, LLP is a national law firm with a practice dedicated to the collection of delinquent receivables for government since 1976.

4 Merchants Credit Associationwww.merchantscredit.comAngel Montelongo | amontelongo@merchantscredit.com | (425) 457-7023MCA is a premier full-service debt collection agency, providing successful debt management solutions with integrity since 1937.

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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EXHIBITOR LISTING

33 Multi-Bank Securities, Incwww.mbssecurities.comBecky Scott | bscott@mbssecurities.com | (800) 967-9077Multi-Bank Securities, Inc. (MBS) is a regional veteran-owned broker-dealer specializing in the sales, trading and underwriting of institutional fixed-income securities. MBS offers a full array of investment products and services, including our online proprietary platform, eConnectDirect®.

29 Office of the Washington State Auditorwww.sao.wa.govHeidi Walter | walterh@sao.wa.gov | (360) 725-5621As an agency led by an elected official, we have the independence to perform audits and investigations objectively. Our audits are designed to comply with professional standards and to satisfy the requirements of federal, state and local laws.

42 Opus Bankwww.opusbank.comJennifer Piraino | jpiraino@opusbank.com | (949) 247-5387Opus Bank has offices in California, Washington, Oregon, and Arizona. With $7.5 billion1 in assets, Opus Bank ranks in the top 155 banks2 of the approximately 5,225 banks in the nation.

15 Paymentuswww.paymentus.comSamantha Dritschel | sdritschel@paymentus.com | (704) 243-5673Paymentus is the premier provider of electronic bill presentment and payment services for more than 1300 clients. Our platform provides a unified customer bill-pay experience that includes online, mobile, IVR, text, kiosk, and agent-assisted channels, and customer communication options.

28 PFMwww.pfm.comFred Eoff | eofff@pfm.com | (206) 858-5370PFM is a firm of leading independent financial and investment advisors. We are asset managers, financial advisors and consultants who work across a range of sectors. Our duty as a fiduciary, combined with our principles of Ingenuity, Sustainability and Resourcefulness, help us deliver on our promise of advice for people transforming their world.

9 Professional Creditwww.professionalcredit.comCorey Ostby | corey@hawes.group | (541) 250-1561As experts in innovation with more than 80 years of experience in collections, Professional Credit leads the industry by finding solutions that work for consumers. We’re part of Hawes Group, which includes Hero Business Services, and KG Hawes.

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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19 Questica Budgetwww.questica.comLaurie Koski | lkoski@questica.com | (877) 707-7755Questica Budget is fully featured, multi-user web-based operating, capital and salary budgeting and performance measurement tool, designed specifically for the public sector. We seamlessly integrate with your existing Financial, Human Resources and other systems.

16 Retail Lockbox Inc.,www.retaillockbox.comErik Halverson | erik.halverson@retaillockbox.com | (503) 351-8161Retail Lockbox, Inc. (RLI) delivers an integrated receivables management solution to meet the demands of 21st century account settlement and customer satisfaction. Since 1994, RLI has refined the craft of remittance processing, data management, system integration, and document imaging, along with developing innovative online payment solutions.

35 SoftResources LLCwww.softresources.comChristine Panian | cpanian@softresources.com | (425) 216-4030SoftResources provides unbiased software consulting to government, nonprofit, and commercial organizations throughout North America. Our services include: System Assessment, Vendor Selection, and Implementation Oversight. As your partner we offer 23 years’ experience and a commitment to provide objective and thorough recommendations.

34 Sundial Timekeepingwww.sundialtime.comTerry Kinney | terry@sundialtime.com | (360) 687-8479Sundial provides state of the art Employee Timekeeping solutions. A Sundial solution is comprised of Web Based Software, Electronic Time Clocks including Facial Recognition and Fingerprint, Mobile Apps and unlimited technical support assistance.

12 Superionwww.superion.comNikeisha Nickels | tradeshows@superion.com | (407) 304-3055At Superion, we’re inspired every day by the dedication of public servants who better the world around us. Our software powers solutions that meet the complex and varied needs of finance, human resources, community development, public works, citizen connection, and more.

EXHIBITOR LISTING

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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41 The Office of the State Treasurerwww.tre.wa.govStaci Ashe | staci.ashe@tre.wa.gov | (360) 902-9017The Office of the State Treasurer is the bank for Washington state government, responsible for the safety and security of the state’s money. Core functions include manage cash flow, issue and manage the state’s debt, manage the School Bond Guarantee Program and investments – Local Government Investment Pool.

38 Tyler Technologieswww.tylertech.comKatie Caton | katie.caton@tylertech.com | (207) 518-4745Tyler’s fully-transparent and scalable financial management applications help you easily integrate important financial data and streamline processes throughout your organization. Make it easier with Tyler.

3 U.S. Bank National Associationwww.usbank.comRyan Brennan | ryan.brennan@usbank.com | (206) 344-4648U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial services companies.

11 Wells Fargowww.wellsfargo.comBrennan Church | brennan.k.church@wellsfargo.com | (206) 292-3365Wells Fargo is a nationwide, diversified financial services company serving approximately 4,000 municipal sector clients across the country. We draw on the bank’s vast resources to deliver unique municipal sector solutions that fit your specific needs.

18 Western Collection Bureau, Inc.www.western-collections.comJason Denney | jd@western-collections.com | (971) 266-4639Western offers Government services such as municipal/justice court debt and outstanding court fines. We work directly with judicial system and judges in the process of collections. We also offer Utilities services such as experience with a wide range of utility entities including independents, municipalities, water, sewer, power, etc.

EXHIBITOR LISTING

Gold Sponsor

Silver Sponsor

Diamond Sponsor

Platinum Sponsor

Bronze Sponsor

Friend of WFOA

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7:00 am – 5:00 pmRegistration & Info Desk Open ............................................... Hotel Lobby

8:00 am – 5:00 pmPre-Conference Workshops (Full Day)

[PC1] GFOA CPFO Certification Review Course: Debt ................CedarAnn Harrity Shawver, CPA, Radford University

[PC2] 2018 BARS Cash Basis ..................................................Discovery ADuane Walz, State Auditor’s OfficeNiles Kostick, Office of the Washington State Auditor

[PC3] 2018 BARS GAAP .........................................................Hemlock/OakStacie Tellers, Office of the Washington State AuditorAlexandra Johnson, CPA, State Auditor’s Office

8:00 am – 12:00 pmPre-Conference Workshops (Morning Only)

[PC5] Professional Ethics and Regulations in Washington State ..................................................................PineScott Woelfle, State Auditors Office

[PC6] Strategic Development for a Balanced Investment Program ................................ SpruceScott Prickett, Chandler Assets ManagementJulie Hughes, Chandler Assets Management

9:00 am – 2:00 pmGolf Event ........................................................... Tri-Mountain Golf Coursesponsored by

12:00 pm – 1:00 pmPre-Conference Workshop Lunch ................................................ Heritage sponsored by

1:00 pm – 4:00 pmOptional Excursion: Kayak .......................................... Ridgefield National sponsored by Wildlife Refuge

TUESDAY, SEPTEMBER 18

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1:00 pm – 5:00 pmPre-Conference Workshops (Afternoon Only)

[PC7] Leave Laws and Employee Policies Update: Sick Leave, FSLA and Paid Family Medical Leave ..................... Discovery BErin Jacobson, Archbright

[PC8] 2018 Update from the GASB ...................................................PineDavid Bean, GASB

[PC9] Current Market Risks and Opportunities....................... SpruceLuke Schneider, PFM Asset Management LLCColin Donahue, PFM Asset Management LLCKyle Jones, PFM Asset Management LLC

6:00 pm – 9:00 pmWFOA 2018 Volunteer Appreciation Dinner ..............Red Cross BuildingBy Invitation only. Buses depart Hilton Vancouver at 6:00 pm. @ Officers Row

TUESDAY, SEPTEMBER 18

KAYAK THE BEAUTIFUL RIDGEFIELD WILDLIFE REFUGE

Enjoy an afternoon on the water before diving into the WFOA annual conference. Register for a guided tour of this scenic tributary of the Columbia River, and see animals in their natural habitat. The event is aimed at novice and experienced kayakers.

Tuesday, September 18 | 1:00 pm - 4:00 pm

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7:00 am – 5:00 pmRegistration & Info Desk Open ............................................... Hotel Lobby

7:00 am – 8:00 amBreakfast ......................................................................................... Heritage

8:00 am – 8:30 amWelcome Remarks ................................................................... Heritage EF

8:30 am – 9:50 amOpening KeynoteThe Tao of Ta-Da .......................................................................... Heritage

Joel Zeff, Workplace Expert, Keynote Speaker, Author

In this hilarious interactive keynote, Joel invites members of the audience to participate in improvisational exercises to help illustrate the central message: That organizations and individuals should CELEBRATE every day successes to increase collaboration, productivity, passion and innovation.

9:50 am – 10:10 amRefreshment Break with Exhibits ....................................... Discovery CDE sponsored by & Ballroom Foyer

10:10 am – 12:00 pm[W01] 2018 GASB Update ....................................................... Heritage EF

David Bean, GASB

10:10 am – 11:00 amConcurrent Sessions

[W02] Crush It at Work Without Sacrificing Your Health. Career? Health? You CAN Have Both! ....................Discovery A Deborah Enos, Deborah Enos, CN

[W03] Hot Topics in Leave Laws: Implementing New Sick Leave and Paid Family Leave .................Discovery B Erin Jacobson, Archbright

WEDNESDAY, SEPTEMBER 19

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10:10 am – 11:00 amConcurrent Sessions (continued)

[W04] Addressing the Affordability of Utility Rates in a Time of Increasing Costs ................................................ Oak Andy Baker, FCS GROUP

[W05] Budgeting Basics ...................................................................Cedar Toni Nelson, MRSC

[W06] The Evolution of Payments ...........................................Hemlock Lindsay Sovde, J.P. Morgan Chase David Tiscia, J.P. Morgan Chase

[W07] 2018 Legislative Update ........................................... Pine/Spruce Victoria Lincoln, Association of Washington Cities

11:10 am – 12:00 pmConcurrent Sessions

[W08] Everyday Tips to De-Stress and Achieve Work Life Balance: Improve Your Sleep, Manage Stress and Have More Energy ..............................................Discovery A Deborah Enos, Deborah Enos, CN

[W09] Internal Audit-Where Does Internal Audit Fit in My Government? ..............................................Discovery B Jodi Daugherty, Eide Bailly

[W10] Infrastructure Asset Management: Aligning the Finance Department with Asset Management Best Practices ............................................................................ Oak Ben Hoffman, FCS GROUP

[W11] Biennial Budget:Apprehension, Curiosity and Experience ..........................CedarNoah Crocker, City of Port OrchardRick Kirkwood, City of ShorelineDeborah Booher, City of PoulsboDavid Rodenbach, City of Gig Harbor

WEDNESDAY, SEPTEMBER 19

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11:10 am – 12:00 pmConcurrent Sessions (continued)

[W12] The Future of Faster Payments .....................................Hemlock Ed Hiddleson, Key Bank

[W13] Preparing to Streamline Your City’s Business License .................................... Pine/Spruce Victoria Lincoln, Association of Washington Cities Kevin Fitzpatrick, FileLocal Katie Early, Business Licensing Service, Department of Revenue

12:00 pm – 1:20 pmLunch ............................................................................................... Heritage

1:30 pm – 2:20 pmConcurrent Sessions

[W15] Body and Balance ........................................................Discovery A Brady Corse ATC CEAS, Action Onsite Inc.

[W16] Internal Control Policies over Grants and Grants Management Helpful Hints .................Discovery B Eva K Lindgren, CPA, CGMA, EKL Consulting LLC

[W17] Effectively Communicating the Value of Utility Services ................................................... Oak Josiah Close, HDR

[W18] Implementing GASB 75 – Other Post Employment Benefits ............................ Heritage EF Debra Burleson, CPA, Office of the Washington State Auditor

[W19] Beyond the Acronymns & Jargon – Preparing & Communicating a Prioritized Budget, Part 1 ..................Cedar Ellen Schroer, City of Bainbridge Island Emily Zwetzig, Clark County Malisa Files, City of Redmond Sara Lane, City of Shoreline Willy Traub, Clark County Budget Office

WEDNESDAY, SEPTEMBER 19

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1:30 pm – 2:20 pmConcurrent Sessions (continued)

[W20] The ERP Implementation Process ................................Hemlock Aneri Shah, Wells Fargo

[W21] Regulating the Sharing Economy ............................ Pine/Spruce Nanci Lien, City of Seattle

2:20 pm – 2:50 pmRefreshment Break with Exhibits ....................................... Discovery CDE sponsored by & Ballroom Foyer

2:50 pm – 3:40 pmConcurrent Sessions

[W22] Clifton Strengths .........................................................Discovery A Joslynn Hon, HDR Inc.

[W23] Ethics in the Government Industry ........................Discovery B Jodi Daugherty, Eide Bailly

[W24] How to Get the Most Out of Your Rate Study ................... Oak Kevin Lorentzen, HDR

[W25] Accounting for Investments under GASB 72 and 79 ...... Heritage EF Bryndon Ecklund, CPA

[W26] Beyond the Acronymns & Jargon – Preparing & Communicating a Prioritized Budget, Part 2 ..................Cedar Ellen Schroer, City of Bainbridge Island Emily Zwetzig, Clark County Malisa Files, City of Redmond Sara Lane, City of Shoreline Willy Traub, Clark County Budget Office

[W27] “That is Not Me.” Why Credit Card Information is So Easy to Steal ............................................................Hemlock Michael Hodge, US Bank

[W28] Process Improvement Using the Toyota Kata ..... Pine/Spruce Brian Willett, City of Vancouver

WEDNESDAY, SEPTEMBER 19

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4:00 pm – 5:00 pmWellness Activity ..............................................................Esther Short Park

Stop by beautiful Esther Short Park before the Welcome Reception on Wednesday evening. After a long day at the conference, you’ll be able to stretch out at Yoga in the Park (mats provided), visit with health and wellness vendors, pick up tasty drink mixes for your new water bottles, and take a short walk to the new Waterfront Park Pier overlooking the scenic Columbia River. You can also experience the Waterfront Renaissance Trail, a five-mile, tree-shaded and paved trail that runs along the Columbia River offering gorgeous views of both the river and Mount Hood.sponsored by

5:00 pm – 7:00 pmWelcome Reception ........................................................Esther Short Park

6:00 pm – 9:00 pmPast President’s Dinner ...................................................The Grant HouseBy Invitation only. Buses depart Hilton Vancouver at 6:00 pm.

6:00 pm – 9:00 pmVIP Dinner .................................................................. La Pellah RestaurantBy Invitation only. Transportation departs Hilton Vancouver at 6:00 pm.

WEDNESDAY, SEPTEMBER 19

WELCOME RECEPTIONEsther Short ParkWednesday, September 195:00 pm - 7:00 pmNetwork with your fellow peers! Enjoy light snacks and drinks, and kick back and listen to live tunes by the Tap Brothers.

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THURSDAY, SEPTEMBER 20

7:00 am – 5:00 pmRegistration & Info Desk Open ............................................... Hotel Lobby

7:00 am – 8:00 amBreakfast ......................................................................................... Heritagesponsored by

7:00 am – 8:00 amSponsor Recognition Breakfast .................................Grays’ Dining RoomBy Invitation only.

8:00 am – 9:50 amGeneral SessionEconomic Expert .......................................................................... Heritage

Michael Feroli, Chief U.S. Economist at J.P. Morgan

Michael Feroli, Chief U.S. Economist at J.P. Morgan will come and address the group providing an overview of the state of the US economy and prospects for the remaining of 2018 and possible insight going into 2019! sponsored by

9:50 am – 10:10 amRefreshment Break with Exhibits ....................................... Discovery CDE sponsored by & Foyers

10:10 am – 12:00 pmConcurrent Session[T01] Accounting for Capital Asset Infrastructure

for Roads and Utilities ................................................. Heritage EFKristen Harris, CPA, State Auditor’s Office

10:10 am – 11:00 amConcurrent Sessions

[T02] Affordable Care Act Update .......................................Discovery ATonya Rule, Eide Bailly LLP

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10:10 am – 11:00 amConcurrent Sessions (continued)

[T03] 12 Things that Successful People do Differently ..................................................Discovery B Janaki Severy, M. Ed, Managing Dynamics, LLC

[T04] It’s Not a Matter of If but When? ........................................... Oak Jamie Ward, Center for Internet Security

[T05] How the Fed Affects Investment Rates .............................Cedar Paul Jarvis, Time Value Investments

[T06] 2018 Basics of Debt Issuance ..........................................HemlockCaitlin Caldwell, KeyBanc Capital MarketsAlice Ostdiek, Stradling Yocca Carlson & Rauth, PC

[T07] Financial Reporting for Cash Basis:It’s More Than Just the Annual Report ................... Pine/SpruceToni Nelson, MRSC

11:10 am – 12:00 pmConcurrent Sessions

[T08] The Impact of Tax Reform ..........................................Discovery A Kim Hunwardsen, Eide Bailly LLP

[T09] Harnessing the Science of Persuasion ....................Discovery B Janaki Severy, M. Ed, Managing Dynamics, LLC

[T10] Investment of Core Balances and the Value of Maintaining Discipline in Your Investment Pro .........CedarDoug Extine, WA State Treasurers Office

[T11] Methods of Bond Sale .......................................................HemlockJustin Monwai, Piper Jaffray & Co.Jim Tinker, North Cascades BankScott Bauer, Northwest Municipal Advisors

[T12] Financial Policies for Small to Mid-Size Entities ...................................................... Pine/SpruceSteve Hawley, MRSC

THURSDAY, SEPTEMBER 20

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12:00 pm – 1:20 pmLunch & Annual Business Meeting .............................................. Heritagesponsored by

1:30 pm – 2:20 pmConcurrent Sessions

[T14] The Practice of Happiness ...........................................Discovery BJanaki Severy, M. Ed, Managing Dynamics, LLC

[T15] Bank Loans – Pricing & Structure ........................................... OakPete Sullivan, Washington Federal N.A.

[T16] Internal Controls over Federal Grants ..................... Heritage EFScott DeViney, CPA, State Auditor’s Office

[T17] Fixed Income Investing in the Late Business Cycle .........CedarJames Rosenkoetter, Office of the State Treasurer

[T18] Understanding Refunding Bonds ...................................HemlockDuncan Brown, PFMEric Johansen, City of Portland, Oregon

[T19] Property Tax – Ballot Measures/Levy Lid Lifts ...... Pine/SpruceAlice Ostdiek, Stradling Yocca Carlson & Rauth, PC

[T20] Employment Tax and Forms Review ........................Discovery AElissa Sieh, CliftonLeresenAllenMelissa Carmody, CliftonLeresenAllen

2:20 pm – 2:50 pmRefreshment Break with Exhibits ....................................... Discovery CDE sponsored by & Foyers

2:50 pm – 3:40 pmConcurrent Sessions

[T21] Introduction to Lean ....................................................Discovery BKristi Rowland, City of Renton

THURSDAY, SEPTEMBER 20

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2:50 pm – 3:40 pmConcurrent Sessions (continued)

[T22] Planning for the Next Recession ............................................ OakNancy Brewer, City of Corvallis

[T23] SAO Roundtable ............................................................ Heritage EF Kelly Collins, WA State Auditor’s Office Mark Rapozo, WA State Auditor’s Office Sadie Armijo, State Auditor’s Office

T24] It’s the Market, Stupid ............................................................CedarGarret Sloan, Wells Fargo

[T25] Now What? Post-Issuance Compliance Procedures ...................................................HemlockAnnette Sommer, University of Washington

[T26] Restricted Resources .................................................. Pine/SpruceToni Nelson, MRSC

[T27] IRS Form 1099 Reporting: What You Need to Know .............................................Discovery AElissa Sieh, Clifton Laresen AllenMelissa Carmody, Clifton Laresen Allen

3:50 pm – 4:40 pmConcurrent Sessions

[T28] Lean Culture ..................................................................Discovery BKristi Rowland, City of Renton

[T29] 2018 Single Audit Update ............................................ Heritage EFFelicia DenAdel, State Auditor’s Office

[T30] Investing with Accountability, Confidence, and Transparency ...................................................................CedarDeanne Woodring, Government Portfolio Advisors, LLCSusan Munson, Government Portfolio Advisors, LLC

[T31] Accounting for Debt ...........................................................HemlockEva K. Lindgren, CPA, CGMA, EKL Consulting LLC

THURSDAY, SEPTEMBER 20

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THURSDAY, SEPTEMBER 20

3:50 pm – 4:40 pmConcurrent Sessions (continued)

[T32] Maintaining your Awareness of Purchasingand Contracting Requirements ................................ Pine/SpruceJudy Isaac, MRSC

[T33] Business Use of Vehiclesand Commuter Rules ...................................................Discovery AElissa Sieh, CliftonLaresenAllenMelissa Carmody, CliftonLaresenAllen

[T34] Apples and Oranges: How to Prepare Targeted Requests for Proposals to Optimize your Selection and Contracting Process ............................................................... OakScott Lester, FCS Group

6:00 PM – 11:00 PMBanquet (Pre-Registration Required) .......................................... Heritage

Join your fellow WFOA conference attendees to celebrate a great conference with wonderful food, the comedic stylings of Becky Braunstein, and lively tunes from Hit Explosion.sponsored by

Never get so busy making a living that you forget to make a life.

-Dolly Parton

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7:30 am – 12:00 pmRegistration & Info Desk Open ............................................... Hotel Lobby

7:30 am – 8:15 amBreakfast ......................................................................................... Heritage

8:15 am – 9:50 amGeneral Session: Documentary ScreeningAll the Queen’s Horses ............................................................... Heritage

Dr. Kelly Richmond Pope, DePaul University

How could one woman steal $53 million dollars without anyone noticing?

Rita Crundwell stole $53 million across two decades while in office as the City Comptroller of Dixon, Illinois a small U.S. town with a population of just 16,000. She used the funds to build one of the nation’s leading quarter horse breeding empires all while forcing staff cuts, slashing police budgets and neglecting public infrastructure. While Crundwell was stealing, the City of Dixon was borrowing a significant amount of money to keep the city afloat. Directed and produced by Kelly Richmond Pope, Ph.D., CPA, CFE, ALL THE QUEENS HORSES is the riveting story of how a pillar of the community could so callously execute a scam of such magnitude. sponsored by

10:00 am – 10:50 amConcurrent Sessions

[F01] Mastering Team Leadership with the Five Behaviors of a Cohesive Team ......................................................Discovery AGwen Voelpel, Integris Performance Advisors

[F02] Financial Trends and Data Tools ...............................Discovery CSherrie Ard, SAO-LGPCDuane Walz, State Auditor’s Office

FRIDAY, SEPTEMBER 21

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FRIDAY, SEPTEMBER 21

10:00 am – 10:50 amConcurrent Sessions (continued)

[F03] Why Does Fraud Happen? .......................................... Heritage EF Dr. Kelly Richmond Pope, DePaul University

[F04] Cash Flow Confidence ...........................................................Cedar Susan Munson, Government Portfolio Advisors, LLC Deanne Woodring, Government Portfolio Advisors, LLC

10:50 am – 11:00 amRefreshment Break .............................................................. Discovery CDE sponsored by & Ballroom Foyer

11:00 am – 11:50 amConcurrent Sessions

[F05] Mastering Team Leadership with the Five Behaviors of a Cohesive Team ......................................................Discovery AGwen Voelpel, Integris Performance Advisors

[F06] Front-line Liability Issues Overview ........................Discovery CPat Flannery, Clear Risk Solutions

[F07] Case Studies – Fraud Protection and Detection .... Heritage EFSarah Walker, State Auditor’s Office

[F08] Public Funds Investing Made Easy .....................................CedarPeter Becker, Time Value InvestmentsChris Bateman, Time Value Investments

11:50 amConference Concludes

12:00 pm – 1:30 pmBoard Meeting .........................................................................................Ash

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Save the Date!Join us next year in Yakima, WA for the 2019 WFOA Conference

CONVENTION CENTER

SEPTEMBER 17-20, 2019

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