wednesday, november 16, 2016 projects, confere… · washington marriott at metro center november...

Washington Marriott at Metro Center

November 19, 2015

Projects,

Planning and

Public

Finance

SAVE THE DATES! Tuesday, March 22, 2016

Second Annual

Recognizing Women in Government and Public Service


Wednesday, November 16, 2016

31st Annual Conference


30th Annual Conference

Cyril Byron, Jr. President, GFOA-WMA Executive Board

Dear Conference Participants,

It gives me great pleasure to welcome you to GFOA-WMA’s 30th Annual Conference, "Projects, Planning and Public Finance” on behalf of GFOA-WMA’s Executive Board Members. This year’s conference is being held at the Washington Marriott Hotel at Metro Center in Washington, DC from 8:30 am – 5:00 pm on Thursday, November 19,

2015. We anticipate a great turnout and are prepared to make this a rewarding and memorable experience for each of you.

As president of the GFOA-WMA for the past three years, the executive Board and I have worked aggressively to provide the type of programs that added value and enhanced your professional and personal experiences. This year’s conference provides a platform for members, guests and speakers to network, communicate and share ideas and experiences. Our distinguished speakers will provide excellent presentations designed to focus on the conference theme and engage audience participation. We are privileged to host this event and sincerely hope that it will prove to be another enriching and stimulating meeting for all involved.

Conference attendees can earn 6.5 Continuing Professional Education (CPE) credits essential to maintaining professional accreditations. CPE Certificates will be sent electronically to conference attendees.

Stop by the exhibitor’s booths to learn about their products and services. Exhibitors from Becker Professional Education, ICMA-RC Building Public Sector Retirement Security and TD Bank will be located in the Exhibit Hall.

As I end my term as President of GFOA-WMA on December 31, 2015, I would like to thank the Board, our partners, conference vendors, and you the members for your support for the past three years. I look forward to the direction of the new leadership and encourage your continued participation.

Thanks,

Cyril Byron, Jr.

GFOA-WMA Annual Awards Program 2016

The Government Finance Officers Association of the Washington Metropolitan Area (GFOA-WMA) has established an Awards Program that is comprised of several highly regarded professional recognition awards to encourage state and local governments in the Washington, D.C. metropolitan area to improve the quality of their financial management and to be recognized for their achievement during the period from July 1st to June 30th of each year. Our Awards Program also recognizes GFOA-WMA members for their commitment to serving our community; extraordinary accomplishment in recruiting new members into our organization; and for their commitment to serving the membership of the organization throughout the year. Winning these awards is a high level professional acknowledgement within the public finance profession and will provide examples for others to follow. Awards for Excellence in Government Finance The GFOA-WMA's annual Award for Excellence in Government Finance recognizes innovative programs – contributions to the practice of government finance that exemplify outstanding financial management. The awards stress practical, documented work that offers leadership to the profession and promotes improved public finance. Entries may be submitted for consideration in any of the following categories:

Accounting, auditing, and financial reporting

Budgeting and financial planning

Capital finance and debt administration

Economic development and capital planning

Management and service delivery

Pensions and benefits

Treasury and investment management

E-Government and Technology

Eight criteria are examined when considering an application for the awards: local significance and value, technical significance, transferability, documentation, the cost/benefit analysis, efficiency, originality, and durability. A Member of GFOA-WMA must make the nomination. There will be two awards in this category. The first award will be an individual and the second award shall be a group award. The nominees do not have to be GFOA-WMA members. Community Service Award The GFOA-WMA’s annual Community Service Award recognizes members who have demonstrated an outstanding commitment to community service by participating in community service project(s), which require significant commitment of time and/or resources. Criteria examined when considering an application for the award will include: benefit to community; creativity, originality and innovativeness of the community service project; the number of GFOA-WMA members who participated in the community service project; and the extent to which the Community Service Project is finance related (e.g., accounting/financial management and reporting/budgeting and cash management). Membership in the GFOA-WMA is required to apply for an award. The Chapter Service Recognition Awards GFOA-WMA acknowledges those enthusiastic leaders within the organization who serve on the Executive Board, Sub-committees and lead Chapter Affinity Groups with awards that recognize their exceptional service to the GFOA-WMA. The Chapter Service Recognition Award recipients shall receive a framed certificate commemorating their contribution. The Awards Committee shall select the recipients of these awards. Lifetime Achievement Award in Government Finance This Award will be recognized as approved by the GFOA-WMA Board and may not be awarded on an annual basis. Self nomination is not permitted. The GFOA-WMA's distinguished Lifetime Achievement Award in Government Finance recognizes individuals who have made significant contributions throughout their careers to the practice of government finance that exemplify outstanding financial management and who have also made significant contributions of time or other support to the GFOA-WMA.

8:30 a.m.—9:00 a.m. Registration

Continental Breakfast

9:00 a.m.—9:05 a.m. Welcome

GFOA-WMA President

Room: General Session

Door Prize Drawing

Cyril Byron, Jr.

Associate Chief Financial Officer, Economic Development and Regulation Cluster, Office of the Chief Financial Officer, DC Government

9:05 a.m.—9:30 a.m. Legislative Update


Dustin McDonald Director GFOA Liaison Center

Emily S. Brock Senior Policy Advisor GFOA Federal Liaison Center

9:30 a.m.—10:20 a.m. Government Reporting


Karen Hawkins Chief Operating Officer, Finance Montgomery County, MD

Victoria Lewis Program Manager Montgomery County, MD

Scott Coble Manager, OMB Montgomery County, MD

10:20 a.m.—10:35 a.m. Break

General Session Foyer

10:35 a.m.—11:25 a.m.

Trends in Public Finance

and Municipal Lending Room: General Session

GASB UPDATE

Room: London I

Projects and Planning in the

District

Room: London II

J.P Grant President Grant Capital Management

Carmen Pigler Assoc. Treasurer, Debt and Grants, OFT

Anton Voinov Vice President Siebert Brandford Shank & Co., LLC

William Seymour Partner SB and Company, LLC

Joseph Lapan Portfolio Director, ODM Planning and Economic Development

GFOA-WMA Core Values

The organization is dedicated to these core professional values:

Education/Enrichment

Sharing information and resources

Professional Fellowship

Luncheon Sponsored by:

11:25 a.m.—12:30 p.m. Panel Discussion

Looking Back on 2015 and

Preparing for 2016

Moderator: Carla Reid


Nick Majett Chief Administrative Officer Prince George’s County

Rashad Young City Administrator Washington, DC

Rob Stalzer Deputy County Executive Fairfax County, VA

12:30 p.m.—1:00 p.m. Networking Hospitality

General Session Foyer

1:00 p.m.—2:00 p.m. Luncheon

Room: Jr. Ballroom located on upper level

Sponsored By:

2:00 p.m.—2:50 p.m.

KEYNOTE


2:50 p.m.—3:40 p.m. Affordable Housing

Moderators:

Derek Ford, SVP, WDCEP

Art Fleming, Director of Community

Investment, FHLB Atlanta


Polly Donaldson Director

DHCD, DC Government

John Maneval Deputy Director

Multifamily and Business

Lending

Maryland DHCD

Roy Priest Chief Exec. Officer

Alexandria Redevelopment

and Housing Authority

Stacy Spann Executive Director

Montgomery County HOC

3:40 p.m.—4:30 p.m. Cybersecurity / Fraud


Chad Steel

Department of Homeland Security

4:30 p.m.—Adjourn Business Meeting Election of Officers Awards and Door Prizes Room: General Session

Cyril Byron, Jr.

Associate Chief Financial Officer, EDRC, Office of the Chief Financial Officer, DC Government

Chad Steel Program Manager Digital Investigations Department of Homeland Security Office of the Inspector General

Mr. Steel has worked in both the government and private sector in technical and management roles. Most recently, Mr. Steel served in the federal government as a Special Agent in Charge for Fraud and Computer Crimes. He has previously served in multiple digital security positions, including serving as the Sr. Director for Systems Integration and Security Services at Qwest Communications, and the Head of IT Investigations for GlaxoSmithKline. He previously taught as an Adjunct Professor at Penn State University, where he helped put together their graduate program in information security. Mr. Steel is the author of multiple peer-reviewed journal papers on digital forensics. Recent papers include Technical SODDI Defenses: The Trojan Horse Defense Revisited (2015) and Idiographic Digital Profiling: Behavioral Analysis Based on Computer Forensics (2014). He is also the author of two books on digital forensics and cyber investigations. He currently teaches Digital Behavioral Analysis at George Mason University as part of their graduate program in Computer Forensics.

Supporting GFOA-WMA has many benefits:

· Support professional development of public sector finance staff throughout the Washington Metropolitan area

· Enhance your Company's commitment to partnering with local governments to support and provide quality financial services to all constituents.

· Provide an opportunity to serve as panelists, speakers or viable participants at conferences.

· Opportunity to network with government finance professionals of all levels

attending conferences

Sponsorships available for our 2016 Membership Year

Go online to: www.gfoa-wma.org for all our information and acquisition

GFOA-WMA Award for Excellence in Government Finance

Congratulations Prince George’s County Department of

Permitting, Inspections and Enforcement (DPIE)

The Government Finance Officers Association of the Washington Metropolitan Area (GFOA-WMA) recognizes its 2015 Award for Excellence in Government Finance

winner.

This year’s Award for Excellence in Government Finance group award winner is the

Prince George’s County Department of Permitting, Inspections and Enforcement (DPIE). Accepting the award on behalf of the DPIE organization is Daniel Dornan, Special Assistant to the Director of DPIE and Haitham Hijazi, Director, Dept. of Permitting, Inspections & Enforcement. Since its establishment in July 2013, DPIE has made tremendous strides in delivering efficient and effective permitting, inspection and enforcement services for its customers and the citizens of Prince George’s County. The process improvement initiatives that DPIE has implemented during the past two years have led to significant reductions in permitting and licensing activity processing

times ranging from 63% to 95%.

Thank you to our 2015 Annual Partners!

Derek Ford Senior Vice President WDCEP

Derek Ford serves as the Senior Vice President of Emerging and Underserved Neighborhoods with the Washington DC Economic Development Partnership (WDCEP). Mr. Ford is responsible for attracting and creating retail and commercial development opportunities and to stimulate economic growth for District neighborhoods. The focus will be to increase and engage the business and local community to enhance economic opportunities in a sustainable way that allows for immediate and long term success. Before joining WDCEP, Mr. Ford was a consultant who provided strategic advice, government relations and community engagement services to firms seeking and conducting business in the Washington, DC metro area (Wal-Mart, Aetna). He served as Chief Financial Officer of a local Community Development Organization and provided financial and compliance oversight of the District of Columbia governmental operations as a senior auditor with the DC Office of the Inspector General. Mr. Ford’s work experience also includes performing financial statements audits and consulting to numerous Federal Government Departments and Agencies in accordance with the CFO Audit Act 1990. Mr. Ford was also an accountant associate with Charles E. Smith Companies where he provided financial expertise to the commercial and residential section of the organization. Since 2013, Mr. Ford has been Chairman of the District of Columbia Housing Finance Agency (DCHFA), a $1.3 Billion organization that provides funds to stimulate and expand homeownership and rental housing opportunities in our community. During his term, DCHFA has issued over $450 million in long and short term tax exempt bonds and low income housing tax credits. Additionally, Mr. Ford is 1st Vice president of the National Association of State Housing Boards (NCSHB), an organization that provides Boards members with technical experience for their governance and financial oversight responsibilities. Also, Mr. Ford has served on the Board and as Treasurer to Community Family Life Services Organization (CFLS) since 2010. As a Ward 7 resident of the District of Columbia, Mr. Ford is very active in numerous non-profit community and political organizations. Mr. Ford received a B.S. in Accounting from North Carolina A&T State University and a Certificate in Executive Leadership from George Washington University. Mr. Ford is a veteran of the US Army Reserves.

Arthur Fleming Director of Community Investment FHLB Atlanta

Arthur L. Fleming directs the FHLBank Atlanta’s community investment, economic development, and affordable housing products and services. Mr. Fleming has experience in a variety of financial services, legal, housing development, and academic roles. Before joining the Bank, Fleming was Chief Lending & Investment Officer for the Opportunity Finance Network, Inc., a national community development financial institution. He also served as the Senior Director for the Southeast Region and Director of Housing Finance for the Fannie Mae Foundation; the Senior Vice President, Managing Director of Housing Initiatives at GMAC; founder and Executive Director of the Community Financing Consortium, Inc.; and an attorney/senior associate for the FAU/FIU Joint Center for Environmental and Urban Problems. Fleming earned his undergraduate degree from Florida State University and a master’s degree in Urban and Regional Planning and Juris Doctor from the University of Florida.

Roy Priest Chief Executive Officer Alexandria Redevelopment and Housing Authority

Mr. Roy O. Priest has a distinguished career spanning over 49 years in executive leadership roles in the public, nonprofit, and private sectors. As the CEO of Virginia Housing Development LLC (VHDLLC) and its parent organization, the Alexandria Redevelopment and Housing Authority (ARHA), he manages all aspects of housing development and operations. He established an economic framework and strategic plan to address the financial sustainability of the agency, repositioning the housing program from upkeep of over 1,000 older units dependent upon variable subsidies, to a model which uses land value and other equity to construct new affordable units as an integral part of vibrant, mixed-income communities. Before taking the helm at ARHA, Mr. Priest redeveloped 1,800 units of housing, 50,000 square feet of retail and acquired $2.3 billion of real estate for the Redevelopment Land Agency in Washington, DC. He also completed the organizational plan for the first consolidated Department of Housing and Community Development. Mr. Priest later served 17 years at HUD as the Director of the Office of Economic Development and administered the Urban Development Action Grant program, awarding $2.4 billion to economic development projects, and implementing the Empowerment Zone Program. He also served as President and CEO of the National Congress for Community Economic Development a National Trade Association for Community Development Corporation. Mr. Priest believes that housing stability is the basis for providing life-changing opportunities for young people, and holds positions on several advisory boards, most prominently as Board Chairman of Youthbuild USA. He holds a BS from Central State University in Ohio, a Masters of Public Administration from American University, and a Masters of City and Regional Planning from Catholic University of America.

Stacy Spann Executive Director Montgomery County HOC

Stacy Spann has served as Executive Director of the Housing Opportunities Commission of Montgomery County (HOC) since February 2012. Prior to joining HOC, Mr. Spann served as the Executive Director of Howard County Housing, where he led both the county’s housing commission and the Department of Housing and Community Development. Stacy’s exceptional energy and ability to work cooperatively with private developers dramatically improved and reinvigorated the housing policies of Howard County. Previously, Mr. Spann worked as Assistant Commissioner for Development Finance at Baltimore City’s Department of Housing and Community Development, Social Investment Officer at the F.B. Heron Foundation, Associate Investment Officer in the Upper Manhattan Empowerment Zone’s Business Investment Group, and as an investment-banking analyst at Donaldson, Lufkin & Jenrette and Toronto Dominion. Mr. Spann is currently an adjunct professor of the Capstone Course Masters Program in Real Estate at the University of Maryland at College Park in the School of Architecture, Planning & Preservation. He also is a member of the Professional Development Faculty at the National Association of Housing & Redevelopment Organizations (NAHRO), where he teaches “Introduction to Mixed Finance for Public Housing Authorities,” a course he designed for housing authorities, nonprofits and local and federal government entities throughout the U.S. and the Executive Management & Leadership course. In 2010, Mr. Spann was recognized by Affordable Housing Finance magazine with the Young Leader Award. Stacy graduated cum laude from Morehouse College with a B.A. in Business Administration with a concentration in Corporate Finance. Mr. Spann was honored as a Morehouse Academic Scholar and Goldman, Sachs & Company Scholar. He also holds a Master’s degree in Public Administration (MPA) from Columbia University’s School of International and Public Affairs.

President

Term Expires: 12/2017

Mohamed Mohamed

Associate Chief Financial Officer

Government Operations Cluster, OCFO, DC

Vice President


Jeffrey Barnette

Deputy Chief Financial Officer

Office of Finance and Treasury, OCFO, DC

Treasurer


Wilma Matthias

Director, Policies and Procedures

Office of Financial Operations and Systems,

OCFO, DC

Secretary


Paul Lundquist

Executive Director

Office of Management and Administration,

OCFO, DC

State Representative


Vacant

At-Large


Ed Bianchi

Senior Vice President

Bank of America Merrill Lynch

At-Large


Paul Geraty

Partner

KPMG LLP

At-Large


Norman Graves

Partner

Bert Smith & Company, LLP

At-Large


John Henry

Associate Treasurer, Asset Management

Office of Finance and Treasury, OCFO, DC

At-Large


LaKendra McNair

Assistant Vice President

M&T Bank

At-Large


Dave Ryder

Senior Vice President

Wells Fargo Bank, N.A.

Past President

Ex-Officio

Cyril O. Byron, Jr.

Associate Chief Financial Officer

Economic Development and Regulation Cluster

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Dustin McDonald

Director

GFOA Liaison

Center

Dustin McDonald is the Director of the GFOA’s Federal Liaison Center, where he leads the effort to engage Congress, the Administration and the GFOA’s membership on federal priority issues, covering all legislative and regulatory activity impacting municipal finance. In this role, McDonald develops and implements coalition advocacy campaigns with the GFOA’s state and local stakeholder organization partners, which include the National League of Cities; U.S. Conference of Mayors; National Association of Counties; International City/County Management Association; the National Governors Association; National Association of State Auditors, Comptrollers and Treasurers; the National Association of State Treasurers, as well as membership organizations from the municipal securities lending, advisor and legal counsel community. Dustin provides regular updates and alerts to the GFOA’s membership on emerging and ongoing federal activity through our weekly newsletter, state rep letters and bi-monthly newsmagazine. Dustin also serves as lead staff on the GFOA’s Committee on Governmental Debt Management, working with committee members to develop best practices that promote sound financial practices for local, state and provincial governments. Dustin McDonald began work with GFOA in January 2013 following a 10-year record of federal advocacy service on behalf of local governments from across the U.S. Prior to joining GFOA, Mr. McDonald worked as a member of Holland & Knight’s Public Policy and Regulation Group, as well as the government relations practice of MARC Associates, where he provided federal advocacy leadership to local governments and their agencies as well as local government associations. McDonald led successful advocacy campaigns for the League of California Cites, the City and County of San Francisco, the Los Angeles County Community Development Corporation, the San Mateo County Transit District and the cities of Philadelphia and Phoenix on a diverse group of issues, including municipal finance and tax reform, multi-modal transportation and related infrastructure, housing and economic development, water and wastewater infrastructure improvements, telecommunications reform and public safety. Aside from these efforts, McDonald has also written articles on federal issues impacting state and local governments that have appeared in Government Finance Review, Western City, New Jersey Municipalities and the National Association of Independent Financial Advisors monthly news magazines, as well as the CA Cities.

Emily S. Brock

Senior Policy

Advisor

GFOA Federal

Liaison Center

Emily Brock joined GFOA in 2015 as a Senior Policy Advisor in the Federal Liaison Center. Emily leads GFOA’s coalition and advocacy efforts in the areas of public pension, internet sales tax and federal preemption legislation and healthcare reform. Emily also serves as staff on the Committee on Retirement and Benefits Administration, working with committee members to develop best practices that promote sound financial practices for local, state and provincial governments. Prior to joining GFOA, Emily produced research in the areas of public pensions, fiduciary responsibility in broadband technology, P3 leadership and in public financial management broadly while teaching courses in public financial management and asset management at Virginia Tech. Additionally, Emily was a commercial bank relationship manager at a large national bank, serving as the sole bank liaison for government and university clients. Emily holds a BA in Political Science from Virginia Tech and an MBA from the College of William and Mary.

Polly Donaldson

Director

DHCD

DC Government

Polly Donaldson was confirmed as the Director of the Washington, DC Department of Housing and Community Development (DHCD), by a unanimous vote from the DC Council, on March 3, 2015, after serving as the Acting Director for two months. As the Director, she oversees 172 employees, 14 program areas as well as the Office of the General Counsel, Administrative Office and Office of Communications and Community Outreach. She also manages an operating budget of over $200 million dollars to preserve and create rental and homeownership affordable housing opportunities for Washington, DC residents and lead the charge of revitalizing underserved neighborhood. Donaldson is no stranger to the world of affordable housing, and will be the first to tell you that housing is her passion – affordable housing even more so. Her career spans over 27 years, with senior management experience in transitional housing and international community development serving at organizations such as at the Institute of International Education, Partners of the Americas and The Center for Democracy. Prior to joining DHCD, Donaldson served as the Executive Director of the Transitional Housing Corporation (THC) for over ten years and with THC Affordable Housing, Inc. since its founding in June 2005. Under Donaldson’s leadership, THC was on the front lines of the city’s housing crunch, working with churches, charities and other nonprofit groups to produce and support affordable units for the formerly homeless. One of her signature achievements included significantly increasing the number of homeless families served annually from 40 families to over 500, which included transitional housing for families coming out of shelters and “housing first” units for the chronically homeless families who have issues with mental illness or substance abuse. She also oversaw the organization’s strategy to develop mixed income permanent affordable housing. The executive is well-known in DC affordable housing circles and has had great influence throughout the city. Donaldson was nominated by former Mayor Adrian Fenty and confirmed to serve on the DC Interagency Council on Homelessness and chaired the Permanent Supportive Housing Production Committee in 2009 and was re-appointed by former Mayor Vincent C. Gray in 2013. She is the former board president of the Coalition for Nonprofit Housing and Economic Development, an umbrella group of city affordable housing developers. In 2012, she also served on the affordable housing task force assembled by former Mayor Gray. In 2014, Mayor-elect Muriel Bowser, named Donaldson as the co-chair of the Transition Team’s Affordable Housing Committee. “Polly has more than two decades of experience overseeing and managing affordable housing and homeless service programs. She is a smart, committed public servant who has what it takes to help give the residents of the District of Columbia a fresh start,” said Mayor Bowser in a December 2014 press release. Donaldson has lived in the Mt. Pleasant neighborhood in Ward 1 for over 20 years, she was elected and served as the chair of the Mt. Pleasant Advisory Neighborhood Commission 1-E. She resides with her wife Susan Rees and daughter Florence, and is an active member of St. Margaret’s Episcopal Church on DuPont Circle. She holds a Bachelor’s degree in social and behavioral sciences from The Johns Hopkins University.

John Maneval

Deputy Director

Multifamily and

Business Lending

Maryland DHCD

John R. Maneval was appointed CDA Deputy Director, Multifamily and Business Lending at the Maryland Department of Housing and Community Development in May 2015. In this capacity, Mr. Maneval oversees the work of over 70 employees charged with providing financing for affordable rental housing and small businesses across the State of Maryland. From 2012 to 2015, Mr. Maneval was Director of Lending for NeighborWorks Capital, a nationally-focused Community Development Finance Institution (CDFI) serving members of the NeighborWorks America network. During his tenure at NC, Mr. Maneval oversaw rapid growth of annual lending, resulting in growth of the lending portfolio from $30 million to over $80 million. Mr. Maneval previously worked at DHCD from 2001 to 2012 in various capacities in the Multifamily division, and also has experience working in real estate development for a nationally-focused nonprofit organization. Mr. Maneval has a Masters of City Planning from the University of Pennsylvania (1992) and a Bachelor's of City Planning from the University of Virginia (1990).

Karen Hawkins

Chief Operating

Officer, Finance

Montgomery County Government

Karen Hawkins is the Chief Operating Officer for the Department of Finance for Montgomery County, Maryland. In this role since 2008, she is responsible for participating in the development and implementation of fiscal policy, and for department operations. Prior to holding this position, Ms. Hawkins was the Controller for Montgomery County for twelve years. Prior to joining Montgomery County in 1995, Ms. Hawkins was a senior manager in KPMG Peat Marwick’s Washington, DC, audit practice, where her client base was primarily government, not-for-profit, and real estate; she also worked in the area of performance improvement for not-for-profits. Ms. Hawkins was with KPMG for 9 years, and prior to that, with CW Amos & Company, a local public accounting firm, for 2 years. Ms. Hawkins graduated summa cum laude from Mount Saint Mary’s College with a Bachelor’s Degree in Accounting and a Minor in Business and Finance. She is a member of the Board of Visitors, Bolte School of Business at Mount Saint Mary’s University. She is also a member of the Association of Government Accountants, the Government Finance Officers Association (GFOA), the Maryland GFOA, the American Institute of Certified Public Accountants (CPA’s), and the Maryland Association of CPA’s. For eight years, she was a member of GFOA’s Committee on Accounting, Auditing and Finance Reporting (CAAFR). She has also previously participated as a reviewer of Comprehensive Annual Financial Reports (CAFR’s) under Certificate of Excellence in Financial Reporting programs with both the GFOA and the Association of Schools Business Officials (ASBO). Ms. Hawkins was a recipient of the 2012 Distinguished Local Government Leadership Award from the AGA. She has been a speaker, panelist, or moderator at conferences held by various professional organizations, including the GFOA, Maryland GFOA, and Maryland Association of CPA’s, and most recently as a webinar panelist on Montgomery County’s most recent open government financial transparency initiative – spendingMontgomery.

Scott Coble

Manager, OMB


Scott Coble joined Montgomery County in 2008 as a contractor for the Department of Technology Services and now serves as the Manager of Process and Technology for the Office of Management and Budget. Mr. Coble has extensive knowledge and experience in both the private and public sectors, serving in a number of different capacities including budget management, software engineering, information security, project management and graphic/web design. Over the last 18 years Scott has worked for Fortune 500 companies (General Electric | Lockheed Martin), small to mid-size businesses (The Technology Development Group | ASSYST), and as a contractor / employee for both local (Montgomery County, MD | City of Frederick, MD) and the federal government (Intelligence Community | Department Of Defense). Scott holds a Master’s Degree in Information and Telecommunications Systems from Johns Hopkins University and a Bachelor’s Degree in Computer Engineering from Virginia Tech.

Victoria Lewis

Project Manager


Victoria Lewis joined Montgomery County, MD in 2005 and is the dataMontgomery Project Manager. Ms. Lewis has over 15 years of experience in Information Technology project management, including project leadership in both the private and public sectors. She oversees dataMontgomery, Montgomery County’s open data project, and is responsible for the execution and operation of the multi-year, countywide Open Data Implementation Plan. She also manages the financial transparency suite development partnership with Socrata, which has already resulted in financial data standards and a guided view of budget and spending data. Ms. Lewis holds a bachelor’s degree from the University of Maryland and maintains her PMP certification.

Rob Stalzer Deputy County Executive Fairfax County, VA

Rob Stalzer has over thirty years of local government experience and has served as Deputy County Executive of Fairfax County, the most populated jurisdiction in Virginia and the Washington D.C. metropolitan area, since June 2000. Mr. Stalzer is responsible for the departments of public works and environmental services, planning and zoning, community revitalization, transportation and code compliance. He serves as liaison to the Fairfax County Park Authority and coordinates with Fairfax County Economic Development Authority and Fairfax Water. Currently, he is working with the Board of Supervisors and the Economic Advisory Commission to implement the Board’s adopted “Strategic Plan to Facilitate the Economic Success of Fairfax County.” Mr. Stalzer provided executive leadership for the West Ox/MPSTOC complex, a $250 million public safety and transportation “public-public partnership” involving Fairfax County and the Commonwealth of Virginia. He led the County’s efforts to construct a $100 million public-private mixed-use transit-oriented development project adjacent to the new Wiehle Avenue/Reston East Metrorail station and is currently involved in a half a dozen other significant public-private partnership initiatives throughout the County. From 1988 to June 2000, Mr. Stalzer served as the Town Manager of Herndon, Virginia and from 1983 to 1988, as the Director of Planning and Zoning for Roanoke County, Virginia. He has an MBA from Syracuse University, a Master’s in Regional and City Planning (MRCP) from the University of Oklahoma and a BA from Clark University. He is a graduate of the Senior Executive Institute of the University of Virginia. Mr. Stalzer regularly teaches graduate level courses in planning, economic development and public administration at Virginia Tech and George Mason University and is a guest lecturer for numerous other planning and development courses at both universities. He is also a Professor of Practice in the Virginia Tech School of Public and International Affairs where he initiated the workshop curriculum “Leading Successful Public-Private Partnerships – P3s.” Mr. Stalzer is a member of the International City/County Management Association, the American Institute of Certified Planners (AICP), the International Economic Development Council (IEDC) and a past president of the Virginia Local Government Management Association.

Carla Reid Newly Announced General Manager of WSSC

Carla Reid is an accomplished executive with a unique background in two seemingly unrelated fields – civil engineering and human resource management. Carla holds a Bachelor of Science degree in Civil Engineering from Howard University and a Master’s degree in Business Administration from the University of Maryland, University College. Although Carla has worked in the private sector, she has nearly 30 years of service and experience in the public sector. The bulk of Carla’s career was spent at the Washington Suburban Sanitary Commission (WSSC). While working at WSSC, the Customer Outreach Award was established in Carla’s name. When she received this award, this was the second time that Carla had received an award established in her name. The first time was when the University of the District of Columbia established an award for outstanding teaching in her name. When Carla retired from WSSC in 2006, she was the Deputy General Manager. After retiring from WSSC, Carla went to work for Montgomery County Executive, Isiah Leggett. She was the Director of the Department of Permitting Service during Mr. Leggett’s first term in office. In 2011, she went to work for then newly elected Prince George’s County Executive Rushern L. Baker, III. As Mr. Baker’s Deputy Chief Administrative Officer for Economic Development and Public Infrastructure, Carla led all operations related to economic development including permitting, transportation, environmental matters, and tourism. Carla has a demonstrated record of success under the most challenging circumstances. She is known for building strong business partnerships, collaborating with others, and re-engineering processes and organizations. After many years in a number of leadership roles, her leadership style is still people centered and results focused. Carla is highly energetic, enthusiastic, and committed to sharing her time and talent with others, helping them to achieve their goals. She also believes in improving the communities in which she lives and works. While working in Montgomery County, Carla led Montgomery County’s Employee Giving Campaign. Carla has also served on several boards for organizations such as DC Water, Melwood, Montgomery Alliance, the Prince George’s County Revenue Authority, and Arts on the Block.She is a 2003 graduate of Leadership Maryland; she is a member of Zeta Phi Beta Sorority, and Phi Kappa Phi Honor Society. Carla is a native Washingtonian who currently resides in Prince George’s County. She loves spending time with family and friends, the arts, and scrapbooking.

William Seymour

Partner

SB and Company

William Seymour is a partner at SB & Company, LLC (SBC) and has spent over 15 years in public accounting. Before joining SBC, Bill spent time at Arthur Andersen, LLP where he was a part of its Mid-Atlantic State and Local Government and Employee Benefit Plan Practices.Bill has performed many audits for mid-sized to large multibillion-dollar entities and government entities. He focuses on SBC’s government, employee benefit plan and emerging growth clients. Bill is a GFOA certificate reviewer and is active in the industry attending many GFOA, MDGFOA, GFOA-PA, AICPA, and MACPA events. He has testified on proposed government accounting standards to GASB. Additionally, Bill has taught at MDGFOA courses and is a frequent speaker on industry related topics. Bill is a member of the AICPA Government Quality Center Executive Team and a former member of its Employee Benefit Plan Quality Center Executive Team. Goal for SBC in this Role: My goal in the role as Partner in charge of our public sector is to develop a public sector practice as an alternative to traditional service models that provide knowledge and results in a customer focused and driven environment. We rely on our access to standard setters and common sense approach and the remembrance that we work for our clients and build our reputation on delivery. My goal as Employee Benefit Plan Practice Head is to expand the practice by providing knowledge to clients and solving their regulatory compliance needs. Professional Activities:

American Institute of Certified Public Accountants

Maryland Association of Certified Public Accountants

AICPA State and Local Government Quality Center Executive Committee

Former member of the AICPA Employee Benefit Plan Quality Center Executive Committee

Government Finance Officers Association

Government Finance Officers Association of Pennsylvania

Maryland Government Finance Officers Association – Trainer

GFOA Certificate of Excellence in Financial Reporting Reviewer

Joseph Lapan

Portfolio Director

Office of the Deputy

Mayor for Planning

and Economic

Development

Joseph Lapan is a Portfolio Director in the Office of the Deputy Mayor for Planning and Economic Development where he manages a portfolio of real estate development projects on behalf of the District of Columbia, including CityCenter DC, Poplar Point and numerous other neighborhood development projects. Mr. Lapan has been with DMPED for over 7 years, where he has served in various legal and project development roles. Prior to joining DMPED, Mr. Lapan was an attorney with Linowes and Blocher LLP where he practiced land use and real estate development law in the Washington DC Metro region. Mr. Lapan holds a J.D. from American University, where he focused on real estate and community development law, and a B.A. In Economics from Wake Forest University.

Nicholas A.

Majett

Chief

Administrative

Officer

Prince George’s

County, MD

Nicholas A. Majett was confirmed on July 23, 2014 as the Chief Administrative Officer for Prince George’s County, Maryland. Prior to this, he was appointed on May 5, 2014 to serve as the Acting Chief Administrative Officer (A/CAO). As the CAO, he oversees the day-to-day operations of the County government, as well as provides executive leadership oversight for the planning and implementation for the County Executive’s top initiatives and programs such as Strategic Management, CountyStat and Transforming Neighborhoods Initiative (TNi). In addition, he serves as a Board or Committee Member to the Metropolitan Washington Council of Governments (COG), District of Columbia Water and Sewer Authority (DC Water) and the Pension Boards for the Police, Fire and OPEB. In addition to overseeing the day-to-day operations of the County government, he has agencies that directly report to him: Office of Law, Office of Human Resources Management, Office of Information Technology and Office of Ethics and Accountability. His liaison agencies are Personnel Board, Public Employees Relations Board (PERB) and Wage Determination Board. Mr. Majett earned both his Bachelor of Science and Law Degrees from Howard University before becoming a member of the District of Columbia Bar Association. In 2005, he was elected to a three year term to the D.C. Bar’s District of Columbia Affairs Section Steering Committee and was re-elected in June 2014 to serve another three year term. He was also a member of the Board of Directors for the Washington, D.C. Economic Partnership, member of the D.C. Streetcar Task Force, and a former Board Member of “Joseph’s House,” a D.C. nonprofit organization.

Rashad Young

City Administrator

Washington, DC

Rashad M. Young was appointed the City Administrator of the District of Columbia on January 2, 2015. With a workforce of about 35,000 employees and a budget of nearly $13 billion, Mr. Young is charged with ensuring efficient, accountable and well-managed service delivery to all residents, businesses and visitors on behalf of the Mayor. Mr. Young’s focus includes, improving the District’s government operations and oversight, providing for continuous quality improvements in government programs and services, ensuring responsibility and transparency in the budgeting process and improving interagency coordination, collaboration and communication. Mr. Young has spent his entire career building expertise in public management, including 12 years as Assistant City Manager or City Manager in urban centers, namely Alexandria, Virginia, Greensboro, North Carolina, Cincinnati and Dayton, Ohio. Throughout his career, Mr. Young has managed workforces totaling several thousand employees, led labor union contract negotiations, and overseen airport, convention center, water utility, human service, transit, public works, and public safety agency operations. This experience has made Mr. Young a nationally known and respected public manager. Through his previous role as City Manager of Alexandria, Mr. Young is credited with forming the Office of Performance and Accountability (OPA) to develop a culture and practice of performance management and data-driven decision making. He also formed the Department of Project Implementation (DPI) to more effectively manage the growing and expansive list of City infrastructure capital projects. In addition, Mr. Young enhanced civic engagement in Alexandria by developing and deploying technology such as Call.Click.Connect that allows citizens and stakeholders to communicate directly with staff at all levels of the organization. Mr. Young’s accomplishments in Dayton included such as maintaining fiscal discipline and achieving the upgrade of the City’s bond rating. His use of performance management systems to deliver top-notch city services helped city government be more transparent, outcome-based, and customer-focused. Mr. Young is a National Board Member of the National Forum for Black Public Administrators (NFBPA), a Board Member of the Urban Libraries Council (ULC), a credentialed manager and member of the International City/County Management Association (ICMA), a Fellow of the National Academy of Public Administration (NAPA), and an Affiliated Professor of Practice with Virginia Tech’s School of Public and International Affairs.

VISIT OUR EXHIBITORS!

SAVE THE DATE!

Second Annual

Recognizing Women

in Government and

Public Service March 22, 2016


J.P. Grant

President

Grant Capital

Management

J.P. Grant has dedicated his working life to helping people by creating environments for success. His track record both at Grant Capital Management and its predecessor firm, First Municipal Credit Corporation (FMCC), demonstrates his ability to lead clients to winning solutions. J.P. Grant brings three decades of entrepreneurial sales and management experience as a business innovator in the lease financing industry. Prior to founding Grant Capital Management and First Municipal Credit Corporation, he held positions in major account sales for IBM Corporation - Public Sector and Federal Data Corporation. Grant Capital Management is a leading provider of lease financing to the public sector. The firm designs lease-purchase agreements, master leases and operating leases from $500,000 to $100 million to meet its clients’ specific requirements. Grant Capital Management finances almost any type of essential-use capital equipment, vehicles, real property or Energy Performance Contract. Since 2000, we have funded over $5 Billion in lease financings nationally. Active in the community, he has served on the boards of the Baltimore Museum of Art and the Red Cross. He has also volunteered with the Schools and Scholarship Committee of his alma mater, Harvard University, as well as the United Way. In his industry space, J.P. has worked with the Association for Governmental Leasing and Finance (AGLF) and the National Forum for Black Public Administrators (NFBPA). In 2012, J.P. furthered his community commitment by resuscitating the struggling Grand Prix of Baltimore. Under his leadership, the streets of downtown Charm City were transformed into a world-class racing circuit that attracted more than 130,000 spectators over three days. The event, which generated tens of millions of dollars in incremental economic activity throughout the city and the state, showcased Baltimore’s Inner Harbor to the world via its international television coverage.

Carmen Pigler

Assoc.

Treasurer

Debt and

Grants

Management

DC Government

OCFO/OFT

As the Associate Treasurer of Debt and Grants in the Office of Finance and Treasury for the District of Columbia, Carmen Pigler manages all aspects of the District’s $8 billion debt portfolio and provides thought leadership in all bond finance matters. She is also responsible for the administration of federal grant funds, tracking expenditures in all grant-funded programs, and providing regular assessments of grant funds. Prior to joining the District, Ms. Pigler worked in debt management and treasury roles for Atlanta, Georgia and New York City where she was involved in the issuance of more than $40 billion of debt, coordinated investor outreach, and directed cash management strategies. Ms. Pigler began her career in municipal finance as an investment banker where she served as senior relations manager to issuers in Georgia, Alabama, Tennessee, New York and Connecticut. Ms. Pigler holds a B.A. in Economics from South Carolina State University and a Master of Business Administration from Columbia University Graduate School of Business.

Anton Voinov

Vice President

Siebert

Brandford

Shank & Co.,

LLC

Anton Voinov is a Vice President within the Investment Banking division of Siebert Brandford Shank. Mr. Voinov joined Siebert Brandford Shank's Washington, D.C. office in 2011 and serves as the day-to-day banker and quantitative specialist for a number of city and state-level issuers throughout the country, including many issuers within the D.C. metropolitan region. Prior to joining Siebert Brandford Shank, Mr. Voinov was a Senior Managing Consultant at Public Financial Management, providing financial advisory services to a wide range of state and local-level clients in the Northeast, and advising on over $5 billion in bond and note issuances. Mr. Voinov earned a BA in Economics from Swarthmore College and an MS in Finance from London Business School. He holds Series 52 and 63 FINRA securities licenses. Mr. Voinov is also a founding board member of the Association of Public Finance Professionals of the District of Columbia, Maryland and Virginia.

wednesday, november 16, 2016 projects, confere… · washington marriott at metro center november...

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