July 16 - 18 | Wrightsville Beach | Holiday Inn ResortNorth Carolina Government Finance Officers Association

Presented by Elite Sponsor:

and Diamond Sponsor:

Conference Agenda & Social Events Shuttle Info

Support Our Sponsors in the Exhibit HallVisit all booths to register for Exhibit Hall prizes. ($50 & $25 Gift Cards)

Exhibit Hall Hours:

Registration Open Exhibit Hall Open“Welcome to the Beach” Reception in the Lumina Ballroom. Food served until 7:00 pm.

Registration OpenNC Women in Public Finance Breakfast Oceanwatch and TurtlewatchExhibit Hall OpenBreakfast Compliments of Platinum Sponsors Cherry Bekaert, LLP and Surry Insurance GFOA Update: Speaker Chris Morrill, Executive Director/CEO Government Finance Officers AssociationBreakElectronic Banking Services for Accountants and Our Customers: Speakers Robin S. Steffey, Wells Fargo Payables Solution Consultant; Chris Wease, Paymentus Regional Director; and Johnny Watkins II, Paymentus SE Regional ManagerBreakFinancing Issues for Disaster Recovery Speaker Norma Houston, UNC-CH School of GovernmentNCGFOA Business Meeting Lunch On Your OwnBlack Caucus Meeting Oceans AlcoveMiscellaneous Leisure Activities Available at the front desk for guests and childrenConcurrent SessionsUtilities Financing: Speaker Jeff Hughes, UNC-CH School of Government Environmental Finance CenterLotteries and School Funding: Speakers Ken Phelps, NC Dept. of Public Instruction and Bill Jourdain, NC Education LotteryDessert Break Compliments of Diamond Sponsor North Carolina Capital Management TrustChanging World of Ratings and Public Finance: Speakers Ted Damutz, Moody’s; Mike Larsen, Parker Poe; Tom Lee, Womble Carlyle Sandridge & Rice, LLP; Chad Cowan, Hilltop Securities; and Jeff Minch, Hilltop SecuritiesCocktail Reception: Oceanwatch, Turtlewatch and Sunrise Terrace. Compliments of Elite Sponsor Bank of America Merrill Lynch

Exhibit Hall OpenBreakfast Compliments of Platinum Sponsors Piper Jaffray and Sun Trust BankMiscellaneous Leisure Activities Available at the front desk for guests and children“Great Balls of Fire” Speaker Denise Ryan BreakWashington DC Update: Speaker Emily Swenson Brock, Director, Federal Liaison Center, Government Finance Officers AssociationLunch On Your OwnLGC/GASB Update Speakers Sharon Edmundson, N.C. Dept. of State Treasurer and Greg Allison, UNC-CH School of GovernmentCool Down Break Compliments of Platinum Sponsors Cherry Bekaert, LLP and Arthur J Gallagher & Co.NCLM - NCACC Update Speakers Chris Nida, NCLM and Linda Millsaps, NCACCKids’ Dinner & Babysitting Turtlewatch and OceanwatchSeafood Splendor Buffet & Party Compliments of Elite Sponsor Bank of America Merrill Lynch and Diamond Sponsor NCCMT

3:30 - 6:00 pm 4:00 - 6:00 pm5:30 - 8:30 pm

7:30 am - 4:30 pm

7:30 - 8:30 am7:45 am - 4:15 pm

7:30 - 8:30CPE: 30 min 8:30 - 9:00 am

9:00 - 9:15CPE: 90 min 9:15 - 10:45 am

10:45 - 11:00CPE: 60 min 11:00 am - 12:00 pm

12:00 - 12:30 pm 12:30 - 2:00 pm12:45 - 2:00 pm

1:00 - 5:00 pmCPE: 60 min 2:00 - 3:00 pm

Session 1:Session 2:

3:00 - 3:30 pmCPE: 90 min 3:30 - 4:45 pm

4:45 - 6:30 pm

8:00 - 11:30 am8:00 - 9:00 am

9:00 am - 5:00 pmCPE: 90 min 9:00 - 10:30 am

10:15 - 10:30 amCPE: 60 min 10:30 - 11:30 am

11:30 am - 1:00 pmCPE: 60 min 1:00 - 2:00 pm

2:00 - 2:30 pmCPE: 60 min 2:30 - 3:30 pm

6:30 - 10:00 pm7:15 - Midnight

Total CPE: 600 min

Sunday: July 16, 2017

Monday: July 17, 2017

Tuesday: July 18, 2017

Sunday, July 16: 4:00 pm - 6:00 pm Monday, July 17: 7:45 am - 4:15 pmTuesday, July 18: 8:00 am - 11:30 am

VIP-Limo: (910) 264-4343 Service runs between Holiday Inn / Shell Island / Blockade Runner (Driver info provided at conference)Shuttle Service TimesSunday, July 16: 12:00 pm to 9:00 pmMonday, July 17: 7:00 am to 8:00 pmTuesday, July 18: 7:00 am to Midnight

Diamond Sponsor

Platinum Sponsors

Thanks To Our Summer 2017 Sponsors!Elite Sponsor

Silver Sponsors

Trust & Wealth Management

BING

HAM

Gold Sponsors

President: Jeff McCauley, Chief Financial Officer, Greenville Utilities Commission

President-Elect: John Frye, Financial Services Director, Village of Pinehurst

Treasurer: William Massie, Assistant County Manager/Finance Officer, Randolph County

Secretary: Karen Mills, Finance Director, Town of Cary

Past President: Lisa Saunders, Chief Financial Officer, City of Winston-Salem

Directors:Duane Holder, Deputy County Manager/Chief Financial Officer, Pitt County

Antwan Morrison, Assistant Finance Director, Town of Wake Forest

Deanna Rios, Finance Director, Lincoln County

2017-2018 Executive Committee

1953-54 A.E. Guy1954-55 Dan H. Umstead1955-56 H. L. Crowe1956-57 L. L. Ledbetter1957-58 H. H. Duncan1958-59 Ralph L. Dixon1959-60 J. R. Holshouser1960-61 Rainey P. Pope1961-62 Ernest J. Ward1962-63 J. C. Hill1963-64 Francis Luther1964-65 Deems B. Padgett1965-66 C. M. Conway1966-67 H. E. Russell1967-68 John L. Zong1968-69 M. L. Clark

1969-70 Albert G. Taylor1970-71 Ralph S. Sisk1971-72 William B. Morris1972-73 Joe B. Collette1973-74 Ralph L. Shepherd1974-75 William Whisnant1975-76 Bryan Hill1976-77 Dorothy Biggs1977-79 Charles W. Pittman, III1979-80 Larry Fisher1980-81 J. D. Harrell1981-82 Betsy Wilson1982-83 Douglas Carter1983-84 Helen Huffman1984-85 Bernice Phillips1985-86 Nancy Nichols

1986-87 Richard Slozak1987-88 Billy Truett1988-89 Perry James1989-90 Jim Baker1990-91 Dot Bumgarner1991-92 Evelyn Guinn1992-93 Richard Lusk1993-94 Kelway Howard1994-95 Denise Bell1995-96 Gordon Baker1996-97 John Pedersen, Jr.1997-98 Bernita Demery1998-99 Ralph Staley1999-00 John Sofley2000-01 Joyce Watson2001-02 Richard E. Durham

2002-03 Ken Chavious2003-04 Ronnie R. Wilson2004-05 Timothy Inch2005-06 Pamela S. Dubois2006-07 Jackie A. Huffman2007-08 Betty W. Taylor2008-09 R. Patricia Leckey2009-10 Jeffrey A. Moore2010-11 Paul L. Fulton Jr.2011-12 Rodney Miller2012-13 Donna Clark2013-14 Karen Duncan2014-15 Dee Meshaw2015-16 Lisa Minter2016-17 Lisa Saunders

NC Government Finance Officers Association

Leadership

Past Presidents

Bronze Sponsors

150 Fayetteville Street, Suite 300, Raleigh, NC 27601 • ncgfoa.org

2017 Active Certified Local Government Finance Officers

CITIES, TOWNS & VILLAGESJennifer Alford, City of RaleighDeborah M. Alston, City of GreensboroElizabeth B. Beam, City of ShelbySarah Blanchard, City of Elizabeth CityMary Jo Bopp, Town of China GroveKimberly O. Branch, City of GreenvilleKaren H. Brashear, City of GoldsboroJohn Buchanan, City of HendersonvilleCrystal Certain, City of Kings MountainSheron Kimmer Church, Town of LewisvilleAllen L. Coats, Town of Spring LakeJoyce M. Coggins, City of RaleighJoAnne Crabtree, Town of GarnerAmy Davis, Town of BooneCarl Deckard, City of DurhamMarlene Druga, City of GreensboroJames Fatland, City of BrevardAngie S. Fisher, City of Winston-SalemBobby Fitzjohn, City of GreensboroA. Jerome Fletcher II, City of GreensboroHeather Forrest, City of High PointJohn G. Frye, Village of PinehurstSamuel Wade Furches III, City of SalisburyCrystal J. Gabric, Town of Southern PinesTerra Greene, City of LexingtonBonnie Garrity Harvell, City of GreensboroStacy R. Heath, Town of Granite QuarryWendi Heglar, City of KannapolisPam Hinson, City of ConcordSusan Currin Hiscocks, Town of ButnerJim Holfield, City of GreensboroDana Hood, City of ConcordJackie Howard Huffman, City of CorneliusRonald Ingram, City of NewtonGregory L. Jenkins II, Town of CaryRoberta K. Johnson, City of GreensboroKimberly N. Kenny, Town of KnightdaleKelly Latham, City of High PointRick Lusk, City of GreensboroJennifer R. Maready, City of WilmingtonKaren Elizabeth McCall, City of ConcordRodney Miller, City of HickoryKaren A. Mills, Town of CaryLinda L. Modlin, Town of NashvilleCarla Morgan, Town of Fuquay-VarinaAlan Antwan Morrison, Town of Wake ForestLori Nurse, Town of ArchdaleSusan O’Brien, City of KingCathy G. Payne, Town of ClevelandMatt Rauschenbach, City of WashingtonLaura Rotchford, Town of Emerald IsleMichael Rupp, City of Locust

Sara Rupp, City of GreensboroLisa M. Saunders, City of Winston-SalemJulie Scherer, City of MarionRussell L. Scherer, City of MorgantonVickie Schlichting, City of ConoverSusan Shuster, Village of Whispering PinesBonnie Schwerd, Town of Sunset BeachChristina N. Smith, City of GreensboroSusan C. Smith, City of GreensboroTeresa T. Smith, City of CharlotteStefan Stackhouse, Town of MontreatKristen Stafford, City of ClintonAmanda M. Stanley, City of HickoryAmy Stevens, Town of RolesvilleMargaret Theis, Town of River BendAlisha Thompson, City of LumbertonLee W. Tillman, City of HavelockRobert A. Urness, Town of WilkesboroSammy Vestal, Greensboro Housing AuthorityPatricia Taylor WagnerSuzanne Tungate, Town of DavidsonErica F. Walters, Town of Wrightsville BeachCrystal H. Watson, City of NewtonAllen Weeks, City of JacksonvilleDewey Matthew Williard, City of Winston-SalemAnita B. Wilson, City of GreensboroRichard N. Woodcock, City of CharlotteMartha A. Ziegler, City of Durham

COUNTIES & OTHERSRichard Balmer, South Granville Water and Sewer AuthorityKatherine Brafford, Pender CountyAletta D. Brown, Craven County Amy H. Cannon, Cumberland CountyMelissa C. Cardinali, Cumberland CountyMiranda Cole, Forsyth CountyScott A. Cook, Lincoln CountyAmy Davis, Onslow CountySally O. DeFosse, Dare CountyPamela S. Dubois, Cabarrus CountyShelley B. Farris, Cabarrus CountySusan B. Fearrington, Cabarrus CountyMichael S. Felts, Granville CountyLisa Foster, Cumberland CountyTonya C. Frye, Gaston CountyPaul Fulton, Forsyth CountyTerri Goodman, Forsyth CountyTimothy Greene, Avery CountyLori M. Hall, Macon CountyAnthony Scott Helton, Caldwell CountyJamie Holtzman, Warren CountyKimberly Adams Honeycutt, Harnett CountyJennifer Herman, Alexander County

Sandra L. Hill, Currituck CountyElizabeth Tapp Hobbs, Scotland CountyLisa L. Hughes, Yadkin CountyStephanie Humphries, Camden CountySandra J. Janssen, Onslow CountyJeanne Jarrett, Catawba CountyJane S. Kiker, Davidson CountyDeborah C. Lands, Guilford CountyBeverly Lowery Liles, Union CountyWilliam L. Massie, Randolph CountyKenneth Maynor, Catawba CountyBarbara Dorsett McClure, New Hanover CountyMelissa Moore-Freeman, Onslow CountySandra Davis Mullis, Carteret County Vicki McConnell, Chatham CountyStephen Michael McNally, Granville CountyDavid L. Miller, Guilford CountyKevin Patterson, Scotland CountyMike Phelps, Forsyth CountyMargaret M. Pierce, Watauga County Avril M. Pinder, New Hanover CountySandra L. Pittman, Hertford CountyLee H. Plunkett, Forsyth CountyW. Scott Powell, Metropolitan Sewerage District of Buncombe CountyAnita C. Radcliffe, Beaufort CountyTyson B. Radford, Johnston CountyVicki Ramsey, Cape Fear Valley Health SystemBrenda Christine Reece, Jones CountyDeanna Rios, Lincoln CountyPaula Roach, Rutherford CountyAndrea E. Robinson, Union CountyJessica Roberts, Onslow CountySusan D. Roberts, Alamance CountyLisa C. Royal, Catawba CountyJoy Sparks, Piedmont Triad Water AuthorityAllison Speight, Wayne CountyR. Mac Steagall, Jr., Richmond CountyKimberly Strickland, Durham CountyTina J. Strickland, Harnett CountyShirley Swanson, Burke CountyHope C. Tally, Chatham CountyRonda Denise Tatum, Forsyth CountyGloria M. Turowski, Forsyth CountyRobin L. Vaughn, Moore Water and Sewer AuthorityGary Ward, Warren County SchoolsCraig A. Warren, Craven CountyMary Jane Westphal, N.C. Global TransParkRen Everett Wiles, GoTriangleAnn F. Wilson, Mecklenburg CountyMichael Wilson, Cabarrus Water and Sewer AuthorityDonna Boone Wood, Nash CountyCaroline Ly Xiong, Moore County