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2015 Winter Conference

Cocoa Beach Hilton Oceanfront

February 4-6, 2015


Conference Materials

Click here to download the Agenda



Guardianship Audits Best Practices - The Honorable Sharon R. Bock, Esq., Clerk & Comptroller, Palm Beach County; Bob Melton, CPA, CIA, CFE, Inspector General, Lake County Clerk’s Office; Jean Sperbeck, General Counsel, Alachua County Clerk’s Office; Lita McHugh, Inspector General, Polk County Clerk’s Office; Anthony Palmieri, JD, CIA, Senior Internal Auditor, Palm Beach County Clerk’s Office

Tech Talk: Digital Professionals - Adrienne Bryant, CAE, Member Information and Database Manager, Association of Florida Colleges

The Critical Importance of Internal Controls - The Honorable Tara Green, Clerk of Court, Clay County; The Honorable Martha Haynie, CPA, Comptroller, Orange County; Bob Melton, CPA, CIA, CFE, Inspector General, Lake County Clerk’s Office

457 Plans - Jamie A. Hayes, QPFC, AIF, Partner, Fiduciary First; Diane Bernardo, CPA, Finance Director, Indian River Clerk’s Office; Steve Burdett, CPA, Finance Director, Brevard County Clerk’s Office

Finance Roundtable- Shai Francis, CPA, CGFO, CGMA, Chief Operating Officer of Financial Services, St. Lucie County Clerk’s Office; David G. Jahosky, Managing Director, KPMG; Tammy Knight, Clerk Finance Manager, Bay County Clerk’s Office; Margaret A. McGarrity, Esq., CPA, Chief Deputy Comptroller, Orange County Comptroller’s Office



Ethics - Richard Herring, Attorney

Strategic Thinking and Execution - Edith Gandy, Founder & President, TriSource Associates, LLC,

Best Practices for the Clerk’s Internal Budget - The Honorable Stacy Butterfield, CPA, Clerk of Court, Polk County

Best Practices for Preparing or Assisting with the Annual BOCC Budget - The Honorable Kellie Connell, CPA, Clerk of Court, Union County; The Honorable Becky Norris, Clerk of Court, Gulf County; The Honorable Brent X. Thurmond, CPA, Clerk of Court, Wakulla County; Sherry Herring, Budget & Finance Director, Gulf County Clerk’s Office

Challenges for and Opportunities of Charter Review Commission - The Honorable Bob Inzer, Clerk of Court, Leon County; The Honorable J.K. "Buddy" Irby, Clerk of Court, Alachua County; Susan H. Churuti, Board-Certified in City, County, and Local Government Law, Bryant Miller Olive



Reporting for Your County’s Underfunded Florida Retirement System (FRS) - Garry Green, Chief, Bureau of Research and Member Communications, Division of Retirement, Florida Department of Management Services; Mark A. White, CPA, Purvis Gray & Company LLP

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