new england states government - nesgfoa · opportunity to study with world-renowned hypnotist...

New England States Government Finance Officers Association

72nd Annual Fall Conference

The Lodge at Spruce Peak Stowe, Vermont


72nd Annual Fall Conference

The Lodge at Spruce Peak Stowe, Vermont

NESGFOA | 72nd Annual Conference

NESGFOA Members, Colleagues and Friends, Welcome to the 72

nd New England States Government Finance Officers Associations’ Fall Conference and Annual Meeting in Stowe, Vermont. Vermont is a four-season State that offers great skiing at several mountains, delicious maple syrup, amazing cheeses, tempting candy, many craft beers, delightful hiking, peak fall foliage and traditional farming. We are excited to host this year’s conference in the Town of Stowe which captures many of these Vermont qualities. To paraphrase Stowe’s website, “In autumn, fall’s color capital comes alive with vibrant colors scattered in the hills and countryside to enjoy by car, hiking, biking or kayaking”. The Vermont Host Committee has completed a diligent effort to provide educational sessions on relevant topics by quality presenters, to offer a taste of Vermont entertainment and food, and for an additional fee, to golf, paint and/or enjoy a Vermont craft beer tasting. Please refer to the timeline of events below and educational presentations later in this brochure. Please remember to attend all meals for which you signed up. Concurrent with registration beginning at noon on Sunday, there is golf scramble nearby at the Stowe Country Club. For non-golfers, registered participants can enjoy a Paint ‘n Sip option, creating a Vermont landscape while enjoying a local Vermont beer or glass of wine. Lastly, there is a Vermont craft beer tasting at the Whistle Pig Pavilion at Spruce Peak. The opening reception at the The Lodge at Spruce Peak kicks off the conference with music by Vermont’s Chris Peterman Jazz Quartet and is followed by Archer Mayor, a former detective, EMT, firefighter and ski patroller and currently a mystery writer. His 27 books follow the life of fiction character Detective Joe Gunther and are all set in Vermont. On Monday we will travel by bus to Trapp Family Lodge to enjoy a reception with a gorgeous view of Vermont. In the early 1940s, the von Trapp family settled in Stowe on an enchanted farm with sweeping mountain vistas reminiscent of their beloved Austria. Music by Vermont’s Chad Hollister Acoustic Trio will enhance our evening. Bill Torrey, Vermont Storyteller will complete the evening. Bill is a sixth generation Vermonter whose kin were at Fort Ticonderoga with Ethan Allen in 1775. Our Tuesday evening is planned at The Base Camp at Spruce Peak with a reception and dinner. During the reception, we will be dazzled by Vermont’s magician Marko. Soul and Blues music by Vermont’s Dave Keller Trio will complement the evening. After dinner, Chad Hollister and his 10-piece band, along with guest musician Daby Toure, will rock the Spruce Peak Performing Arts Center. All of these events are perfect opportunities to meet New England counterparts, network and have fun with everyone. I am excited to report that NESGFOA updated its website this past year to make it a more modern site for its members and supporters. This switch was the effort of a focused sub-committee that guided the Board through the successful RFP process. We are pleased with the future of how NESGFOA will conduct its communications with its members. You visited the new site at www.nesgfoa.org in order to register for this Fall Conference, but please pass along any feedback you may have to the Board as we finalize the transition by year-end. The Spring Conference held in April of 2019 was a successful effort and watch for the spring 2020 conference announcement on the website. During your time at the conference, thanking the sponsors and host committee members is encouraged. Without their efforts and sponsorships, this wouldn’t be the conference that it is. I look forward to seeing everyone at The Lodge at Spruce Peak ~ a fabulous Vermont resort location. If this will be your first conference, we hope it will not be your last. See you in Rhode Island in 2020! Cheryl A. Lindberg, President, New England States GFOA

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Administrative Details

The Vermont Host Committee welcomes you to the 72nd Annual Conference in Stowe, Vermont. If you have any questions or concerns about the conference, please feel free to approach host committee members who are available to assist you. The committee is made up of the following members who, along with our volunteers, are committed to ensuring you have a successful conference.

Host Committee Members: Cheryl A. Lindberg, Town of Norwich VT William Fazioli, NESGFOA Executive Director Abbie Sherman, VT Agency of Commerce and Community Development William Hall, VT League of Cities and Towns Sarah Macy, Town of Essex VT Suzanne Lowensohn, University of Vermont

Other Supporting VTGFOA Board Members: Lara Alemy, Town of Colchester Susan Gage, Town of Brandon Jeffrey A. Graham, Graham & Graham, P.C. Gail Ostrout, Town of Hartford Shelley B. Quinn, Community Bank, N.A. Casey Rowell, Town of Hardwick

CPE CREDITS:

CPE sheets are available at the end of each day at the registration table. Please sign in and out as required by your licensing state.

PAINT 'N SIP/VERMONT CRAFT BEER TASTING:

If you registered for these events on Sunday afternoon, please plan to arrive on time to enjoy the fun!

NAME BADGES:

Registrants and guests will receive their name badges upon check-in at the registration table based on the information they entered during the online registration process. Badges must be worn to all conference events, including the off-site social events.

TRANSPORTATION:

Bus Transportation will be provided to attendees and guests from The Lodge at Spruce Peak to the Trapp Family Lodge for Monday’s evening event.

GOLF OUTING:

For those who registered for the golf scramble, it will take place at the Stowe Country Club on Sunday at noon. Located in the heart of Stowe Village, the course occupies what was once a turn-of-the century dairy farm and offers 360-degree views of the mountains. The fee will include green fees, cart rental and a box lunch.

MEALS DURING THE CONFERENCE:

Breakfast will be served at the Lodge at Spruce Peak in the Junior Ballroom. Breakfast is included with your conference registration, regardless of your lodging arrangements. Lunches are for registered conference attendees only and guests will need to make alternative plans. Receptions and Dinners are for registered attendees and guests. Please attend all meals for which you signed up as we have provided head counts based upon your choices. Thank you!

Vermont photo credits: Sally Cooper

SPECIAL GUESTS

Other Chad Hollister Acoustic Trio Dave Keller Trio

ARCHER MAYOR is the author of the highly acclaimed Vermont-based mystery series featuring detective Joe Gunther. Mayor’s novels are rooted in over 30 years of actual field experience as a detective, death investigator, and volunteer firefighter/EMT. In 2004, he won the New England Independent Booksellers Association Award for Best Fiction—the first time a writer of crime literature has been so honored. He was inducted into Vermont’s Academy of Arts and Science, and, in 2012, was awarded the Vermont governor’s award for Excellence in the Arts. In 2011, Mayor’s 22nd Joe Gunther novel, TAG MAN, earned a place on The NY Times bestseller list. His 30th book, Bomber's Moon, will be released on September 24th.

LARRY JOHNSON is the co-author of the highly acclaimed book, Absolute Honesty: Building a Corporate Culture That Values Straight Talk and Rewards Integrity, as well as Generations Inc.: From Boomers to Linksters, Managing the Friction Between Generations at Work. For 30 years, he has helped organizations build more productive and profitable working cultures through the development of strong leaders and dedicated employees. He has received rave reviews from more 150,000 business, government, and health-care professionals on the topics of leadership, change, customer service, project management and honesty in business. Additionally, Larry has 8 years of experience as a manager in private sector health care, 3 years as a manager in city government, and 26 years as president of his own consulting firm.

BILL TORREY is a highly-acclaimed storyteller. He is a 6th generation Vermonter whose kin were at Fort Ticonderoga with Ethan Allen in 1775. Bill grew up on his family’s farmstead in Essex, Vermont enjoying farm-to-table fare before it was in vogue - when he sat down for supper each day he knew that his plate full of food came from the garden in the back yard and the family cows grazing in the pasture beside his home. He retired from a 40-year logging career in 2013 as one of the most skillful and respected loggers in the state of Vermont and began writing. He has since published two books, The Ta Ta Weenie Club and his new release Cutting Remarks – Forty Years in The Forest. Bill has been named a Moth story slam winner four times for his storytelling skills.

MARKO is a master magician and hypnotist. He became interested in magic at the early age of six, and at the age of nine Marko began performing for family, friends, neighbors and just about anyone who would watch. Marko performed magic through high school and college, where he received a B.A. in marketing and speech. He began studying hypnosis in college. One of the highlights of Marko's career has been the opportunity to study with world-renowned hypnotist Ormond McGill. He performs internationally before groups ranging from corporate executives and college students to children and grandparents.

The CHAD HOLLISTER BAND hails from Vermont. They have been evolving and touring the country for over 20 years. Chad has opened for Bob Dylan, Paul Simon and Tom Petty and has shared the stage w/ every PHISH member, Billy Gibbons, Merl Saunders, Warren Haynes and Blues Traveller. Chad has just signed a record deal with Pacific Records and released "Stop the World" featuring the 10 piece band that includes: Jeff "Primo" Poremski (Lead Guitar, vocals), Rudy Dauth (bass), Tommy Diehl (drums), Steve Benson (Mandolin /pedal steel), Yahuba Garcia (percussion), Chris Peterman (saxaphones), Luke Laplant (baritone sax), Alex Lee Clark (trumpet), and Brian Thomas (trombone).

12:00 pm – 4:00 pm Conference Registration

12:00 pm – 5:00 pm Golf Tournament – Stowe Country Club - Registered participants only

3:00 pm – 5:00 pm Paint ‘N Sip – White Pine Room – Registered participants only

Create a Vermont landscape with guidance from a local instructor, while enjoying a glass of wine or beer

4:30 pm – 6:00 pm Vermont Craft Beer tasting with Vermont Cheese – The Pavilion - Sponsored by Phoenix Advisors & The Washington Trust

6:30 pm – 8:30 pm Opening Reception – Junior Ballrooms & Terrace

Cocktails and Hors d’oeuvres - Sponsored by TD Bank 6:30 pm – 8:00 pm Music by Chris Peterman Jazz Quartet – Sponsored by US Bank

7:30 pm – 8:30 pm Entertainment: Vermont Death Investigator/Community Servant/Mystery Writer

Archer Mayor – Junior Ballroom - Sponsored by Graham & Graham PC

NESGFOA 72nd Annual Conference Sunday, September 8





















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7:00 am – 8:30 am Breakfast Buffet – Junior Ballroom – Sponsored by The Centre Harbour Group-Morgan

Stanley 8:00 am – 4:00 pm Registration

8:30 am – 8:55 am Conference Opening –Tamarack Ballroom (25 minutes – 0.5 CPE)

Presentation of Colors – Vermont Air National Guard Welcome ~ Cheryl A. Lindberg, NESGFOA President

8:55 am – 9:20 am New GFOA Code of Ethics (25 minutes – 0.5 CPE)

Terry Stone, President, Government Finance Officers Association 9:25 am – 10:15 am Keynote: Straight Talk – Communicating with Honesty and Integrity – Larry Johnson -

Tamarack Ballroom (50 minutes 1.0 CPE) – Sponsored by Rockland Trust 10:15 am – 10:30 am Morning Break – Sponsored by Locke Lord

10:30 am – 11:45 pm Project Management – Tamarack Ballroom (75 minutes – 1.5 CPE)

Joseph Eriole, Esq., Principal, The Eriole Law Firm 11:45 pm – 12:00 pm Annual Business Meeting – Tamarack Ballroom – NESGFOA Members Only

12:15 pm – 1:15 pm Lunch – Solstice/Hourglass – Conference Attendees Only – Sponsored by S&P Global

1:30 pm – 2:45 pm GASB Update – Part 1 – Tamarack Ballroom (75 minutes – 1.5 CPE)

Lisa Parker, Senior Project Manager, Governmental Accounting Standards Board 2:45 pm – 3:00 pm Afternoon Break – Sponsored by OpenGov

3:00 pm – 4:15 pm GASB Update – Part 2 – Tamarack Ballroom (75 minutes – 1.5 CPE)

Lisa Parker, Senior Project Manager, Governmental Accounting Standards Board 4:30 pm – 5:45 pm Buses depart from The Lodge at Spruce Peak to Trapp Family Lodge – South Wing Lobby

5:30 pm – 7:00 pm Reception – Trapp Family Lodge – Sponsored by Bank of America Merrill Lynch

5:30 pm – 7:30 pm Music during the reception and dinner – Chad Hollister Acoustic Trio – Sponsored by Citizens Bank

7:00 pm – 8:30 pm Dinner – Trapp Family Lodge – Sponsored by JP Morgan Chase

8:00 pm – 9:30 pm Entertainment: Bill Torrey – Vermont Storyteller – Sponsored anonymously

8:30 pm – 10:30 pm Bus service back to The Lodge at Spruce Peak

NESGFOA 72nd Annual Conference Monday, September 9





















7:00 am – 8:30 am Breakfast Buffet - Junior Ballroom – Sponsored by Raymond James

8:00 am – 4:00 pm Registration

9:00am – 10:15 am Building a Financially Resilient Government - Tamarack Ballroom - (75 minutes – 1.5 CPE) Shayne Kavanagh, Senior Manager, Research, Government Finance Officers Association

10:15 am – 10:30 am Morning Break – Sponsored by Workday

10:30 am – 11:45 pm Building a Financially Resilient Government (continued) - Tamarack Ballroom (75 minutes – 1.5 CPE) Shayne Kavanagh, Senior Manager, Research, Government Finance OfficersAssociation

12:00 pm – 1:00 pm Lunch – Solstice/Hourglass – Conference Attendees Only – Sponsored by Moody’s Investor

1:20 pm – 2:35 pm Turning Around Local Government Finances: A Case Study - Tamarack Ballroom (75 minutes – 1.5 CPE) – Speaker TBD

2:35 pm – 2:50 pm Afternoon Break – Sponsored by Bank of New York Mellon

2:50 pm - 4:05 pm Financial Resiliency and Lenders – Tamarack Ballroom (75 minutes–1.5 CPE) Lindsay Wilhelm, Managing Director/Senior Municipal Credit Analyst, Raymond James; Bhala Mehendale, SVP, Government Banking Risk & Portfolio Management, US Bank

5:30 pm – 7:00 pm Reception – The Great Room & Patio – Spruce Base Camp building – Sponsored by Vermont GFOA

5:30 pm – 7:00 pm Entertainment: Close-up Magic~Marko the Magician – Sponsored by Wilmington Trust, NA

5:30 pm – 8:30 pm Music by Dave Keller Trio – Sponsored by Hilltop Securities

7:00 pm – 8:30 pm Dinner – The Great Room at Spruce Base Camp – Sponsored by PFM Financial Advisors

8:30 pm – 10:00 pm Entertainment: Spruce Peak Performing Arts Center - Chad Hollister Band with special guest Daby Touré - Sponsored by People’s United Bank

NESGFOA 72nd Annual Conference Tuesday, September 10































1:20 pm – 2:35 pm Panel: Turning Around Local Government Finances - Tamarack Ballroom (75 minutes – 1.5 CPE) – Shayne Kavanagh, GFOA; John Ward, Finance Director, Lincoln RI; Lindsay Hackett, Springfield MA; TBD





















7:30 am – 9:00 am Continental Breakfast Buffet – Junior Ballroom – Sponsored by LSQ

9:00 am – 10:15 am Building a Better Budget: A Case Study - Tamarack Ballroom (75 minutes – 1.5 CPE) Daniel

Lynch, Finance Director, City of Dover NH 10:15 am – 11:30 am Sharing Financial Services Between Governments: A Case Study – Tamarack Ballroom (75

minutes – 1.5 CPE) Mark Milne, Finance Director, Town of Barnstable MA; Mark Ells, Town Manager, Town of Barnstable MA; Meg Mayo-Brown, Superintendent of Schools, Barnstable MA Public Schools; William Cole, Director of Human Resources, Town of Barnstable MA

11:30 am Conference Ends – Safe Travels Home

Thank you to all of our Sponsors for their support of the Vermont- hosted NESGFOA conference

See you in Providence, Rhode Island~ September 13-16, 2020!


www.NESGFOA.ORG

NESGFOA 72nd Annual Conference Wednesday, September 11

Conference Sponsors Green Mountain Sponsors

Bank of America Merrill Lynch

TD Bank

Vermont Government Finance Officers Association

Vermont Farmer Sponsors

Citizen's Bank

Hilltop Securities

J P Morgan Chase

People's United Bank

PFM Financial Advisors

Vermont Maple Syrup Sponsors Moody's Investors Service

Morgan Stanley

Raymond James

S & P Global

US Bank

Vermont Cheese Sponsors

Bank of New York Mellon Rockland Trust

Locke Lord Wilmington Trust

OpenGov Workday

Conference Sponsors

Vermont Micro-Brewer Partners

Graham & Graham, P.C.

LSQ Funding Group

Phoenix Advisors

Washington Trust

Lake Champlain Prime Supporters

Bartholomew & Company

Blum Shapiro

Community Bank N.A.

Federated Investors Tower

Mascoma Bank

Roosevelt & Cross

Santander Bank N.A.

The Fitch Group

Tyler Technologies

Vermont Flannel

Webster Bank

Fall Foliage Supporters

Brattleboro Savings and Loan Cabot Cheese

CentralSquare Technologies James Baker Group

Municipal Leasing Consultants - Renee Piche Piper Jaffrey

Red Kite Candy Updike, Kelly & Spellacy

Vermont Bond Bank Westminster Cracker Company

Melanson Heath & Co

Twin State Sand & Gravel/Blaktop Inc Vermont League of Cities and Towns

Anonymous

CONFERENCE EVENT MAPS

Thank you for joining us!

Save the date for the 2020 conference, September 13-16th, in

Providence, RI!

Thank you for joining us!

Save the date for the 2020 conference, September 13-16th, in

Providence, RI!

new england states government - nesgfoa · opportunity to study with world-renowned hypnotist...

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