October 12, 2016: The second quarterly meeting in FY 2017 will be held on October 12th at Ironwood Golf Course from 1:30pm to 4:30pm. The event will provide three hours of CPE. The Chapter is excited to have Curtis McAllister, IT Consulting Manager with James Moore & Co, who will discuss IT Security and Controls and Donna Collins, President of Milestone Professional Services who will discuss Developing Good Internal Control. 2nd Meeting – CPE Announcement
New! For additional networking opportunities, the Chapter is now offering a happy hour after each quarterly meeting from 4:30 to 6:30.
July 13, 2016: The first quarterly meeting in FY 2017 was held on July 13th at Ironwood Golf Course from 1:30pm to 4:30pm. Sarah Koser, Interim Finance Director for the Villages Community Development Districts, presented “Capital Assets – Is it an Asset and Where is it?”. Michael McKee, Vice President and CFO for the University of Florida, presented “UF Budget System”. The Chapter held a successful first Happy Hour after the meeting for additional networking opportunities. 1st Mtg – CPE announcement Capital Asset – North Central – 2016 – with humor McKee presentation to NCF FGFOA_Final
April 20, 2016: The Chapter’s annual meeting was a success! Meeting was held on April 20, 2016 at the Freedom Community Center from 8:30am to 4:30pm. Eight hours of CPE were provided.
The Chapter would like to thank the following speakers for presenting: (1) SunTrust Bank: Lisa Hayes, Lauren Butler, and Nick Ferrero presented “onUp Momentum”; (2) Purvis Gray: Barbara Boyd and Mark White presented “GASB Updates” and Tiffany Mangold presented “Single Audit Update”; (3) PFM Asset Management LLC: Steve Alexander presented “Investment Analyst Challenge” and Michael Stewart presented “Policy and Cash Flow Updates”; James Moore & Company: Trey Long presented “Internal Controls.”
Fiscal Year 2017 Officers were elected as follows: President Dallas Lee, Vice-President Amanda Hagan, Secretary Claudia Rasnick, and Treasurer Sequita Solomon.
A total of 75 members attended the meeting.
January 13, 2016: The third quarter meeting in FY 2016 was held on January 13, 2016 at Ironwood Golf Course. David Jang, of Wertz York Capital Management Group, presented on Economic Update. Jeremy Niedfeldt, of PFM, presented on “Municipal Market Update—It’s a New Year.” A total of 27 members attended the meeting. Municipal Market Update; Economic Update
October 14, 2015: The second quarterly meeting in FY 2016 was held on October 14th at Ironwood Golf Course . Mel Hamilton, of Chandler Asset Management, presented on Navigating Tools for Investing Public Funds. See below for copy of presentation. A total of 33 members attended the meeting. Navigation Tools for Investing Public Funds in Florida
July 8, 2015: The first quarterly meeting in FY 2016 was held on July 8th at Ironwood Golf Course. Katie Davis and Trey Long, both of James Moore, presented on Lean Six Sigma. See below for copy of presentation. A total of 38 members attended the meeting.
Lean Six Sigma presentation