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Program Agenda
2017 Winter Conference
February 28 - March 2, 2017 | The Embassy Suites Orlando Lake Buena Vista South

The event will be held in the Eastern Time Zone.

Daylight Savings Time Begins following the event on March 12, 2017.

Program Agenda

*Updated as confirmed, agenda subject to change.

 

Monday, February 27, 2017

 

6:30 a.m. - 9:30 a.m.       Breakfast (Provided in the hotel for overnight guests only)

 

8:00 a.m. - 12:00 p.m.           Board of Directors MeetingCypress 1

 

12:00 p.m. - 1:00 p.m.           Clericus Meeting Cypress 2

 

1:00 p.m. - 3:00 p.m.             FL Court E-Filing Authority Board Meeting Magnolia A

 

2:00 p.m. – 3:00 p.m.             Justice Partners Committee Meeting Cypress 1

 

3:00 p.m. - 5:00 p.m.             CCOC Executive Council Meeting Magnolia A

 

Tuesday, February 28, 2017

 

6:30 a.m. - 9:30 a.m.              Breakfast (Provided in the hotel for overnight guests only)

 

7:30 a.m. - 8:30 a.m.              Early Morning Break Palms A & B and Palms Foyer

 

8:30 a.m. - 10:00 a.m.             Welcome General SessionFlorida’s Economic Outlook – Palms C & D

Florida has outpaced most other states in economic development and job creation since the depths of the Great Recession.  Can Florida continue this trend given the challenges in the global economy?  Can it also withstand the recent substantial changes in Florida’s Economic Development strategy?

Keynote: Jerry Parrish, Ph.D., Chief Economist and Director of Research, Florida Chamber Foundation

1 TB

 

8:30 a.m. - 6:30 p.m.             Silent Auction – Palms A & B

 

8:30 a.m. - 6:30 p.m.            Solutions Lounge Palms A & B

 

10:00 a.m. - 10:20 a.m.          Mid-Morning Break Palms A & B and Palms Foyer

 

10:20 a.m. - 12:00 p.m.           Audit Track – Fraud in Government – An Open Discussion – Magnolia A

This session will discuss fraud and ethics, the fraud triangle, data from 2016 ACFE Report to the Nations, recent fraud investigations, government audit expectation GAP and Internal Controls.

Presenter: William Blend, Shareholder, Moore Stephens Lovelace CPA & Advisors

2 AA

 

10:20 a.m. - 12:00 p.m.            Executive TrackUpdate from CCOC Leadership on Budget Issues Magnolia B

                                    This session will provide an update from CCOC leadership on budget issues.

                                    Presenter(s):  The Honorable Ken Burke, CPA, Vice-Chair of the CCOC Executive Board,

and Pinellas County Clerk & Comptroller

The Honorable Stacy M. Butterfield, CPA, Chair of the CCOC Budget Committee, and Polk

County Clerk & Comptroller

The Honorable Tara S. Green, Chair of the CCOC Performance, Improvement, and

Efficiency Committee, & Clay County Clerk

2 TB

 

10:20 a.m. - 12:00 p.m.            Finance TrackGASB Update Magnolia C

This presentation will cover new GASB prouncements impacting current and future financial statements and GASB exposure drafts and other projects in the pipeline that may impact financial; accounting and reporting in the future.

                                   Presenter: David Dennis, CPA, former partner of KPMG

 2 TB

 

10:20 a.m. - 12:00 p.m.          Technology Track - Tech Sparks – Palms E & F

Five of the best Clerk Technology leaders will provide short presentations on harnessing technology for innovation that are sure to spark your creative fire!  Topics include Windows 10, Amazon Web Services, e-Everything and more!

Facilitator: Toni Bleiweiss, Digital Strategist, Lee County Clerk & Comptroller’s Office

Presenter(s): Gareth Marchant, Director of Information Technology, Palm Beach County Clerk &

Comptroller’s Office

Tommy Haralson, Chief Information Officer, Highlands County Clerk &

Comptroller’s Office

Tony Landry, IT Director, Volusia County Clerk’s Office

2 TB

 

12:00 p.m. - 1:00 p.m.            FCCC Hosted Lunch – Palms C & D

 

12:00 p.m. - 1:00 p.m.            Clerks Only Lunch Cypress 3, 4 & 5

 

1:20 p.m. - 3:00 p.m.              Audit Track - Legal & Practical Considerations When Conducting Employee

Misconduct Investigations Magnolia A

This session will review professional standards for conducting administrative investigations and discuss the importance of insuring that administrative investigations are conducted in an impartial, thorough and transparent manner.  Attendees will also learn the legal implications of conducting statements of employees, particularly the subject of the investigation.

Presenter: Richard E. Lober, J.D.

2 AA

 

1:20 p.m. - 3:00 p.m.              Finance Track - Clerks Indirect Cost Studies for Child Support Magnolia C

This session will be presented in two parts. The first session (45 minutes in duration) will go over the intent of the child support indirect cost rate studies, provide a brief history of the process, delve into pertinent issues currently facing the Clerks, clarifying the applicability of other cost studies in this process, address the unique aspects of the Clerk’s structure, and answer questions regarding the allowability of costs. After a brief recess (approximately 10 minutes) , the Second session (45 minutes in duration) will be a panel session comprised of three counties who will present their experiences/ prospective on the development of their FY 2014 Indirect Cost Rates.

Presenter(s): Edward (Ted) Tracy, Senior Partner, Innovative Costing Solutions

Jenny Harris-Frasure, CPA, Senior Partner, Innovative Costing Solutions

2 TB

 

1:20 p.m. - 3:00 p.m.              Technology Track Security – Palms E & F

This presentation will provide actionable strategies for the implementation of a cyber-security program.  The presentation will highlight the challenges we all face as technology leaders and provide an effective approach for starting a cyber-program using existing people and resources.

Presenter: Paul Jones, Chief Information Officer, Palm Beach County Clerk & Comptroller’s

Office

2 TB

 

1:20 p.m. - 5:00 p.m.              Executive Track - Executive Session (Clerks Only) Magnolia B

 

3:00 p.m. - 3:20 p.m.              Mid-Afternoon Break Palms A & B and Palms Foyer

 

3:20 p.m. - 5:00 p.m.              Audit Track - Interview Standards and Techniques for Administrative

Investigations Magnolia A

This session will review the techniques of maintaining eye-contact, taking minimal notes and asking open-ended questions of witnesses and the legal standard of review for recommended dispositions in an administrative investigation.  Attendees will be persons who are assigned to conduct audits, which ma identify potential

administrative violations by other agency employees, as well as person assigned to conduct administrative investigations involving potential misconduct.  Attendees will include persons recently assigned to conduct audits and/or investigations as well as experienced persons assigned to case study conduct administrative investigations.

Presenter: Richard E. Lober, J.D.

2 AA

 

3:20 p.m. - 5:00 p.m.              Finance Track - A Dialogue with the Fed Magnolia C

This session will provide insight on the central bank’s dual mandate and will effectively promote the goals of maximum employment and stable process and moderate long-term interest rates.

Presenter: Christopher L. Oakley, Vice President and Regional Executive, Federal Reserve Bank of America, Jacksonville, FL Branch

2 TB

 

3:20 p.m. - 5:00 p.m.              Technology TrackDepartment of Homeland Security (DHS) Government Services–

Palms E & F

The DHS offers a variety of cybersecurity services to government partners. This session will describe how the DHS provides support through its team of protective security advisers, and the cybersecurity evaluations that are available at no cost from the DHS to government agencies. General cybersecurity best practices will also be discussed.

Presenter: Marty J. Smith, Department of Homeland Security, Protective Service Advisor

2 TB

 

5:30 p.m. - 6:30 p.m.       President's Reception – The Palms Foyer

 

6:30 p.m. - 9:30 p.m.       Partner Hosted Reception- Penn Credit – Cypress 3. 4 & 5

 

 

Wednesday, March 1, 2017

 

6:30 a.m. - 9:30 a.m.               Breakfast (Provided in the hotel for overnight guests only)

 

7:30 a.m. - 8:30 a.m.               Early Morning BreakPalms A & B and Palms Foyer

 

8:30 a.m. - 10:00 a.m.             Keynote Session – National Economic Outlook – Palms C & D

Presenter: Jeffrey Cleveland, Principal/Chief Economist, Payden & Rygel

2 TB

 

8:30 a.m. - 3:20 p.m.              Silent Auction – Palms A & B

 

8:30 a.m. - 5:00 p.m.              Solutions LoungePalms A & B

10:00 a.m. - 10:20 a.m.           Mid-Morning Break Palms A & B and Palms Foyer

10:20 a.m. - 11:10 a.m.            Finance Track - Effective Communications to Citizens on County Finances & the

Clerks Role Magnolia C

This presentation will cover details, options to consider and required steps involved in the preparation of the Popular Annual Financial Report otherwise known as the Citizens Annual Financial Report (“PAFR”).  The presentation will also cover important communication aspects of the Comprehensive Annual Financial Report (“CAFR”).

Presenter(s): Margaret A. (Peggy) McGarrity, Chief Deputy, Orange County Comptroller’s Office

 Robin Ragaglia, Director of Finance and Accounting, Orange County Comptroller’s Office

1 B

 

10:20 a.m. - 12:00 p.m.           Audit Track - Creation of an Inspector General Office - The Peer Review and

CFA Accreditation Process Magnolia A

This session will review the process and benefits of becoming a Clerk’s Office of Inspector General.  Discussion will include the key goals of a peer review, which are to determine whether an Inspector General/Internal Audit organization’s quality control system is suitable designed and is the place and operating effectively.  Additionally, providing assurance that an organization’s audits are following its established policies and procedures and applicable auditing standards.

Presenter: Hector Collazo Jr., Inspector General/Chief Audit Executive, Division of Inspector

General, Pinellas County Clerk & Comptroller’s Office

2 AA

 

 

10:20 a.m. - 12:00 p.m.          Technology TrackThe New Information and Technology Strategic Plan 2017-2018

Palms E & F

The Information & Technology Strategic Plan session will delve into the newly-released 2017-18 Information & Technology Strategic Plan

 Presenter(s): Doris Maitland, Chief Digital Officer, Lee County Clerk & Comptroller’s Office

Toni Bleiweiss, Digital Strategist, Lee County Clerk & Comptroller’s Office

2 TB

 

 

11:10 a.m. - 12:00 p.m.          Finance Track - Presentation of Financial Information on Clerk Website Magnolia C

Clerks produce all types of financial data and reports.  In this age of government transparency, which reports should be included in each Clerk’s website.  What is the most effective ways of presenting this financial information that makes it readily available to both our citizens and to policy makers who may be interested in this data.  This session will cover standard financial information that should be included and the best way to present.  Attendees will be encouraged to share their good ideas.  The session will serve as a catalyst for a “Best Practice” for Clerks in financial information presented on websites.

 Presenter(s): The Honorable Ken Burke, CPA, Pinellas County Clerk & Comptroller

The Honorable Dwight Brock, Collier County Clerk & Comptroller

1 TB

 

12:00 p.m. - 1:00 p.m.            Forerunners Courageous Committee Meeting – Cypress 4 & 5

 

12:00 p.m. - 1:00 p.m.            CiviTek Board Meeting – Cypress 3

 

12:00 p.m. - 1:00 p.m.            Lunch on Own

 

1:20 p.m. - 3:00 p.m.              Communications Committee Meeting – Magnolia B

 

1:20 p.m. - 3:00 p.m.              Finance Track - 2017: A Look at the Impact of Money Market Fund Regulations on Local

Government Investment Pools Magnolia C

S&P Global rates myriad local government investment pools (LGIP) nationwide.  The discussion will provide a background on S&P Global LGIP ratings.   We will delve into the impact of Money Market Fund (MMF) regulations, review trends in LIBOR, MMF investments and assets flows.   We will do a deep dive into S&P Global rated LGIPs, with a special focus on rated LGIPs in Florida and review GASB 70.  An attendee’s goal is to obtain granular information regarding rated pools and the impact recent regulations may or may not have had on LGIPs.          

Presenter: Guyna G. Johnson, Director, S&P Global

2 TB

 

1:20 p.m. - 3:00 p.m.              Technology TrackTechnology Roundtable – Palms E & F

This session will include an open discussion of topics of general IT interest. The roundtable will also include updates of current FCCC initiative such as CCIS 3.0 project. Attendees will be able to ask questions about this and other initiatives.
Facilitator: Brent Holladay, Chief Deputy of IT, Lake County Clerk & Comptroller’s Office

2 TB

 

1:20 p.m. - 5:00 p.m.              Ethics Training: Open Government Overview – Magnolia A

This course will focus on the application of Florida's Government in the Sunshine Law and the Public Records Law to the functions and responsibilities of Florida Court Clerks and Comptrollers.  Topics will include the scope of the Sunshine Law and its requirements. The Public Records portion will highlight the application of this law to records maintained by the Clerks and Comptrollers and discuss the differences between Chapter 119, F.S., and Florida Rule of Judicial Administration 2.420.

Presenter:  Pat Gleason, Special Counsel for Open Government for Attorney General Pam Bondi
4 TB

 

3:00 p.m. - 3:20 p.m.               Mid-Afternoon Break – Palms A & B and Palms Foyer

 

3:20 p.m.                               Silent Auction Bids Close

 

3:20 p.m. - 5:00 p.m.              Audit Track Performing Enhanced Guardianship Audits and Investigations- What Every

Guardianship Auditor Should Know Magnolia B

This objective of this session is to help auditors and those involved in guardianship audits and investigations be more effective.  This will include discussion of red flags and other areas that should be questioned.  It will include discussion of the proper ways to handle different situations encountered in reviewing guardianships.  It will also include examples of improprieties.  Bring your guardianship questions for the panel of experts!

Presenter(s): Hector Collazo Jr., Inspector General/Chief Audit Executive, Division of Inspector

General, Pinellas County Clerk & Comptroller’s Office

 Bob Melton, CPA, Inspector General, Lake County Clerk & Comptroller’s Office

 Anthony Palmieri, Deputy Inspector General, Palm Beach County Clerk & Comptroller’s Office

2 AA

             

3:20 p.m. - 5:00 p.m.              Finance Track Development of an Investment Policy Statement Magnolia C

By the end of this session, participants will know key considerations in drafting an investment policy statement.

Presenter(s): Lisa A. Matiash, Associate Vice President, Payden & Rygel

Elizabeth M. Westvold, CPA, Senior Vice President, Payden & Rygel

2 TB

 

3:20 p.m. - 5:00 p.m.              Technology Sub-Committee Meeting WorkshopPalms E & F

 

4:30 p.m. - 5:30 p.m.              Silent Auction Pick-Up – Palms A & B

 

6:30 p.m. - 9:30 p.m.               Partner Hosted Reception- Linebarger Blair Goggan & Sampson, LLP

 

Thursday, March 2, 2017

6:30 a.m. - 9:30 a.m.               Breakfast (Provided in the hotel for overnight guests only)

 

7:30 a.m. - 8:30 a.m.                Early Morning Break – Palms A & B and Palms Foyer

 

8:20 a.m. - 10:00 a.m.              Audit TrackEnabling IT Audits with Data Analytics Magnolia A

This session will survey a wide variety of IT audit tests that can be successfully addressed with desktop data analytic software such as ACL, Arbutus, and IDEA.  One area of focus will be cybersecurity, an issue of increasing concern to organizations everywhere.

Presenter: Michael Kano, ACDA, Senior Manager, Focal Point

2 AA

 

8:20 a.m. - 10:00 a.m.             Finance TrackDepartment of Financial Services (DFS) Article V Audits Magnolia C

This panel discussion will focus on the Article V audits DFS is currently performing statewide.  Hopefully, the discussion will give Clerk offices who have not been audited a good insight on what to expect.  Also, one of the key topics that we will be discussing is the uniform overhead methodology that the Palm Beach County Clerk’s office has developed that is accepted by both Clerks and DFS.

Presenter(s): Shannon Ramsey-Chessman, Chief Operating Officer of Finance, Palm Beach

County Clerk & Comptroller’s Office

 Charles Culp, Finance Director, Jefferson County Clerk & Comptroller’s Office

William Pennington, Director of Administrative Services, Walton County Clerk &Comptroller’s Office       

2 TB

                                        

8:30 a.m. – 10:30 a.m.            District V CaucusCypress 3

 

10:00 a.m. - 10:20 a.m.           Mid-Morning Break Palms A & B and Palms Foyer

10:20 a.m. - 12:00 p.m.          Closing Keynote – Florida Coalition Against Domestic Violence Palms C & D

The mission of the Florida Coalition Against Domestic Violence (FCADV) is to create a violence free world by empowering women and children through the elimination of personal and institutional violence and oppression against all people. FCADV provides leadership, advocacy, education, training, technical assistance, public policy and development, and support to domestic violence center programs. 

Presenter: TBD

2 B

 

12:00 p.m. – 2:00 p.m.   Odyssey Counties of Florida (OCF) MeetingCypress 4 & 5

 

2:00 p.m. – 4:00 p.m.     District VII CaucusMagnolia B

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