Specializing in Court Debt Recovery Solutions

In Florida and Nationwide

And Proudly Partnering With the FCCC

LeAnn Klinger, Senior Business Development Executiveleann.klinger@penncredit.com800-720-7291

Philip Mennell, Senior Business Development Executivephilip.mennell@penncredit.com800-720-7295

www.PennCredit.com

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GO GREEN! Florida Court Clerks & Comptrollers is committed to improving the sustainability of our conferences and events through recycling and omitting paper use when possible.

Funding for the Clerks of Court education program is provided, in part, by the Florida Clerks of Court Operations Corporation. An additional grant is provided by the Florida Local Government Investment Trust.

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Alachua .......................... J.K. “Jess” Irby, Esq.Baker .................................. Stacie D. HarveyBay ...............................................Bill KinsaulBradford ................................... Ray NormanBrevard ..........................................Scott EllisBroward ........................... Brenda D. FormanCalhoun ............... Carla A. Hand, CPA, CGFOCharlotte ............................... Roger D. EatonCitrus ..........................................Angela VickClay ..........................................Tara S. GreenCollier .................................. Crystal K. KinzelColumbia .............................P. DeWitt CasonDeSoto ........................... Nadia K. DaughtreyDixie ........................................Dana JohnsonDuval ..................................... Ronnie FussellEscambia .............. Pam Childers, CPA, CGFOFlagler ....................................Tom W. BexleyFranklin ...........................Marcia M. JohnsonGadsden ........................Nicholas D. ThomasGilchrist ...................................Todd NewtonGlades ................................ Sandra H. BrownGulf ......................Rebecca L. “Becky” NorrisHamilton ............................. W. Greg GodwinHardee .............................. Victoria L. RogersHendry ............................... Barbara S. ButlerHernando ...........................Doug Chorvat Jr.Highlands ............................... Bob GermaineHillsborough .................................. Pat Frank Holmes ..................................... Kyle HudsonIndian River ................. Jeffrey R. Smith, CPAJackson ................. Clayton O. Rooks, III, CPAJefferson ..................................... Kirk Reams Lafayette ......................................Steve LandLake .............................. Gary J. Cooney, Esq.

Lee ..........................................Linda DoggettLeon ......................................Gwen MarshallLevy .......................................Danny J. ShippLiberty .............................Kathleen E. BrownMadison .........William D. “Billy” WashingtonManatee ..Angelina “Angel” Colonneso, Esq.Marion ........................ David R. EllspermannMartin ...............................Carolyn TimmannMiami-Dade .............................Harvey RuvinMonroe ............................ Kevin Madok, CPANassau ...............................John A. CrawfordOkaloosa ...................................JD Peacock IIOkeechobee .................... Sharon RobertsonOrange Clerk ...... Tiffany Moore Russell, Esq.Orange Comptroller ...Phil Diamond, CPA, Esq.Osceola ............................ Armando RamirezPalm Beach ...................Sharon R. Bock, Esq. Pasco .......................... Paula S. O’Neil, Ph.D.Pinellas .................................Ken Burke, CPAPolk ....................... Stacy M. Butterfield, CPAPutnam .........................................Tim SmithSt. Johns ................... Hunter S. Conrad, Esq.St. Lucie ............................... Joseph E. SmithSanta Rosa ................................Don SpencerSarasota ............................. Karen E. RushingSeminole ................................... Grant MaloySumter ............................. Gloria R. HaywardSuwannee .................................. Barry BakerTaylor ............................. Annie Mae MurphyUnion ..............Kellie Hendricks Connell, CPAVolusia ............................ Laura E. Roth, Esq.Wakulla .................. Brent X. Thurmond, CPAWalton .........................................Alex AlfordWashington ................................ Lora C. Bell

FLORIDA’S COURT CLERKS AND COMPTROLLERS

Florida’s Court Clerks and Comptrollers are independently elected constitutional officers who protect the interests of you – the citizen. As the County Comptroller, they provide critical

checks and balances to make sure your tax dollars are spent appropriately. As Clerk, they serve as the keeper of court records, documenting our lives from birth to death. The Clerk's office

performs more than 1,000 different constitutional and statutory functions or duties, representing the broadest and most diverse mantle of responsibility of any locally elected official.

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We warmly welcome you to world-famous Daytona Beach! With more than half a million residents, Volusia County boasts 47 miles of Atlantic Ocean beaches. Locals and visitors alike enjoy a variety of beautiful nearby waterfront towns, including Ormond Beach and New Smyrna Beach.

In addition to our well-known shores, Volusia County is famous for its motor sports—NASCAR racing and destination biker events. Early automotive pioneers such as Louis Chevrolet and Henry Ford enjoyed their leisure time in the area and found that the hard-packed sand and wide expanse of beach provided the perfect spot for early auto racing. Ormond Beach, in fact, is known as the “Birthplace of Speed.” The racing tradition continues today at Daytona International Speedway, home of the DAYTONA 500, an event larger than the Super Bowl.

West Volusia County is home to several thriving municipalities and true southern charm can be found in DeLand, the county seat. Winner of the 2017 national America’s Main Street contest, DeLand’s downtown is filled with antique shops, art museums and quaint restaurants, surrounded by stately historic homes and buildings.

Volusia County’s institutions of higher learning—Embry-Riddle Aeronautical University, Stetson University, Bethune-Cookman University, Daytona State College and the University of Central Florida—have a national reputation for excellence.

Please explore and enjoy your time here in Daytona Beach. There are many excellent restaurants and lively nightlife destinations along the ocean front area, including the nearby Wyndham Ocean Walk. Visit Daytona’s Main Street for a true biker experience and get a taste of the culture enjoyed during our famous destination events Bike Week and Bikertoberfest.

Staff members from the Volusia County Clerk’s office will be available throughout the conference to answer any questions about the area. We hope you will have a memorable stay with us!

Best Regards,

Laura E. Roth, Esq.

Clerk of Court, Volusia County

MESSAGE FROM THE HONORABLELAURA E. ROTH, ESQ., CLERK OF

THE CIRCUIT COURT, VOLUSIA COUNTY

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CONTINUING EDUCATIONConference attendees may earn CLE/CPE hours. FCCC files for Continuing Legal/Professional Education credit hours with The Florida Bar and the Florida Department of Business and Professional Regulation. Clerk applications for certification credit must be turned in to the registration desk by the close of conference, Friday, March 1, or emailed to conferences@flclerks.com by Friday, March 8. Certificates will be emailed to all conference attendees upon receipt of credit approval.

WI-FI ACCESSEnjoy complimentary access during conference sessions. For additional information, please visit the registration desk.

ATTIREBusiness casual attire is suggested for daily sessions, the President’s Reception, and sponsored evening events. Meeting rooms may be cool, so a jacket or sweater is recommended for your comfort.

NAME BADGESPlease wear your name badge throughout the conference; it is your ticket to education sessions, meal functions, and receptions.

NETWORKINGThe Solutions Lounge and Solutions Vue are the ideal places to meet conference partners, network with others, learn more about a specific topic, or just simply come and relax while you plug in at the recharging station.

GENERAL INFORMATION

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THE PLAZA

UPSTAIRS

DOWNSTAIRS

GRANADA A&B LOCATED DOWNSTAIRS

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CONFERENCEPARTNERS

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At the conclusion of the 2019 Winter Conference, all floral décor will be donated to local nursing homes.

Thank you, partners, for making this conference enhancement possible!

FLORAL DÉCOR

Support the local community by donating new or gently used books to the Friends of the Volusia County Library System. Books will be distributed to library branches for their literacy programs.

Bring your donation to the Feed the Mind Bookshelf in the Grand Colonnade, located next to registration.

BOOK DRIVE

CONFERENCE GIVING

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BOARDGOVERNANCE

LEGISLATIVE/LOBBYINGAPPROACH

TECHNOLOGYOPTIMIZATION

COMMUNICATIONENHANCEMENT

TURNING OUR COLLECTIVE POTENTIAL INTO ACTION

BOARDGOVERNANCE

LEGISLATIVE/LOBBYINGAPPROACH

TECHNOLOGYOPTIMIZATION

COMMUNICATIONENHANCEMENT

TURNING OUR COLLECTIVE POTENTIAL INTO ACTION

The Honorable Sharon R. Bock, Esq., Palm Beach County Clerk and Comptroller, and FCCC President

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OPENING KEYNOTE | D. J. VanasThe Tiny Warrior: A Path to Personal Discoveryand AchievementBook Signing (Book Nook - Grand Colonnade)

Wednesday, February 27 | 9:45 - 10:20 a.m.

GENERAL SESSION KEYNOTE | Lauren GroffFates and Furies, and FloridaBook Signing (Book Nook - Grand Colonnade)

Thursday, February 28 | 9:45 - 10:20 a.m.

BOOK NOOK

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SCHEDULE AT A GLANCEWEDNESDAY, FEBRUARY 277:00 a.m. – 8:20 a.m. Breakfast7:30 a.m. – 5:00 p.m. Registration8:20 a.m. – 9:45 a.m. Opening Session and Keynote (followed by Book Signing)9:30 a.m. – 5:30 p.m. Book Nook9:45 a.m. – 10:20 a.m. Mid-Morning Break hosted by Computing System Innovations10:20 a.m. – 12:00 p.m. CCOC Session Part I (Budget and Reports)10:20 a.m. – 12:00 p.m. Audit Report Writing12:00 p.m. – 1:20 p.m. FCCC-Hosted Lunch and Executive Session Lunch1:20 p.m. – 5:00 p.m. Executive Session1:20 p.m. – 3:00 p.m. What Emergency Management Needs from Finance1:20 p.m. – 2:10 p.m. Risk Assessments2:10 p.m. – 3:00 p.m. How to Become an Inspector General Office3:00 p.m. – 3:20 p.m. Mid-Afternoon Break hosted by Vista Solutions Group 3:20 p.m. – 5:00 p.m. GASB Updates3:20 p.m. – 5:00 p.m. Guardianship Current Topics5:30 p.m. – 6:30 p.m. President’s Reception6:30 p.m. – 10:00 p.m. Partner-Hosted Reception by Penn Credit Corporation

THURSDAY, FEBRUARY 287:00 a.m. – 8:30 a.m. Breakfast7:30 a.m. – 5:00 p.m. Registration8:30 a.m. – 9:45 a.m. General Session and Keynote (followed by Book Signing)9:30 a.m. – 3:30 p.m. Book Nook9:45 a.m. – 10:20 a.m. Mid-Morning Break hosted by equivant10:20 a.m. – 12:00 p.m. Understanding the Importance of Becoming an Inspector General Office10:20 a.m. – 12:00 p.m. CCOC Session Part II (Budget and Reports)10:20 a.m. – 12:00 p.m. Procurement Fraud12:00 p.m. – 1:20 p.m. FCCC-Hosted Lunch1:20 p.m. – 3:00 p.m. Amending Florida’s Constitution1:20 p.m. – 3:00 p.m. Clerk to the Board1:20 p.m. – 3:00 p.m. Robotics Process Automation3:00 p.m. – 3:20 p.m. Mid-Afternoon Break Hosted by Alliance One 3:20 p.m. – 5:00 p.m. Preparing for Sunshine Week - Access to Public & Judicial Branch Records3:20 p.m. – 5:00 p.m. Investment of Government Funds3:20 p.m. – 5:00 p.m. Interviewing Skills5:30 p.m. – 7:30 p.m. Partner-Hosted Reception by Harris & Harris, Ltd.

FRIDAY, MARCH 17:00 a.m. – 8:20 a.m. Breakfast8:00 a.m. – 11:00 a.m. Registration8:20 a.m. – 10:00 a.m. Ethics Training Part I10:20 a.m. – 12:00 p.m. Ethics Training Part II

EXECUTIVE TRACK

FINANCE TRACK

INSPECTOR GENERAL/INTERNAL AUDITTRACK SESSION WILLBE RECORDED

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WEDNESDAY SCHEDULE7:00 a.m. – 8:20 a.m. Breakfast (Vista del Mar)

7:30 a.m. – 5:00 p.m. Registration (Grand Colonnade)

8:20 a.m. – 9:45 a.m.Opening Session and Keynote (Plaza Réal A)Featured Speaker: D. J. Vanas, Internationally AcclaimedSpeaker and Best-Selling Author

9:30 a.m. – 5:30 p.m. Book Nook (Grand Colonnade)

9:45 a.m. – 10:20 a.m. Meet and Greet and Book Signing (Grand Colonnade)

9:45 a.m. – 10:20 a.m. Mid-Morning Break Hosted by Computing System Innovations (Vista del Mar and Grand Colonnade)

10:20 a.m. – 12:00 p.m.CCOC Session Part I (Budget and Reports) (Plaza Réal B)Panel: John Dew, Executive Director, CCOC; Doug Isabelle, Deputy Executive Director, CCOC; Jason Welty, Budget and Communications Director, CCOC; and Marleni Bruner, Senior Budget Manager, CCOC

10:20 a.m. – 12:00 p.m. CCOC Session Part I (Budget and Reports) - Overflow Room (Plaza Réal C)

10:20 a.m. – 12:00 p.m. Audit Report Writing (Granada A & B)Presenter: Keith Darnell, Adjunct Instructor and Criminal Investigator

12:00 p.m. – 1:20 p.m. FCCC-Hosted Lunch (Plaza Réal A)

12:00 p.m. – 1:20 p.m. Executive Session Lunch (Vista del Mar)

1:20 p.m. – 5:00 p.m. Executive Session (Plaza Réal C)

1:20 p.m. – 3:20 p.m.What Emergency Management Needs from Finance (Plaza Réal B)Co-Presenters: Nicole Gasparri, Program Development Manager, City of Boca Raton; and Steven L. Hynes, CEM, Law Enforcement Supervisor, Delray Beach Police Department

1:20 p.m. – 2:10 p.m.

Risk Assessments (Granada A & B)Co-Presenters: Melissa A. Dondero, Assistant Inspector General, Pinellas County Clerk and Comptroller’s Office; and Lita McHugh, CPA, CIG, CIGI, Inspector General, Polk County Clerk and Comptroller’s Office

EXECUTIVE TRACK

FINANCE TRACK

INSPECTOR GENERAL/INTERNAL AUDITTRACK SESSION WILLBE RECORDED

OPENING KEYNOTE

Internationally Acclaimed Speaker

and Best-Selling Author

Wednesday, February 278:45 - 9:45 a.m.

Book Signing (Book Nook - Grand Colonnade)Wednesday, February 279:45 - 10:20 a.m.

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THURSDAY SCHEDULE7:00 a.m. – 8:30 a.m. Breakfast (Vista del Mar)

7:30 a.m. – 5:00 p.m. Registration Breakfast (Grand Colonnade)

8:30 a.m. – 9:45 a.m.General Session and Keynote (Plaza Réal A)Featured Speaker: Lauren Groff, Critically Acclaimed, Best-Selling Author

9:30 a.m. – 3:30 p.m. Book Nook (Grand Colonnade)

9:45 a.m. – 10:20 a.m. Meet & Greet and Book Signing (Grand Colonnade)

9:45 a.m. – 10:20 a.m. Mid-Morning Break Hosted by equivant (Vista del Mar and Grand Colonnade)

10:20 a.m. – 12:00 p.m.

Understanding the Importance of Becoming an Inspector General Office (Plaza Réal C)Moderator: The Honorable Sharon R. Bock, Esq., Palm Beach County Clerk and Comptroller, and FCCC PresidentPanel: The Honorable Ken Burke, CPA, Pinellas County Clerk and Comptroller; The Honorable Linda Doggett, Lee County Clerk and Comptroller; and the Honorable JD Peacock II, Okaloosa County Clerk and Comptroller

GENERAL KEYNOTE

Critically Acclaimed, Best-Selling Author

Thursday, February 288:30 - 9:45 a.m.

Book Signing (Book Nook - Grand Colonnade)Thursday, February 289:45 - 10:20 a.m.

2:10 p.m. – 3:00 p.m.

How to Become an Inspector General Office (Granada A & B)Co-Presenters: Hector Collazo Jr., Inspector General/Chief Audit Executive, Division of Inspector General, Pinellas County Clerk and Comptroller’s Office; and Roger Trca, Inspector General, Division of Inspector General, Palm Beach County Clerk and Comptroller’s Office

3:00 p.m. – 3:20 p.m. Mid-Afternoon Break Hosted by Vista Solutions Group (Grand Colonnade)

3:20 p.m. – 5:00 p.m.GASB Updates (Plaza Réal B)Presenter: Dean Mead, Senior Research Manager, Governmental Accounting Standards Board (GASB)

3:20 p.m. – 5:00 p.m.

Guardianship Current Topics (Granada A & B)Panel: Anthony Palmieri, JD, CIA, CIGI, CIGA, CCSA, Deputy Inspector General & Chief Guardianship Investigator, Palm Beach County Clerk and Comptroller’s Office; Steven E. Hitchcock, Esq., Florida Board Certified in Elder Law, Hitchcock Law Group; and Irene Rausch, Director of Elfers Senior Center

5:30 p.m. – 6:30 p.m. President’s Reception (Vista del Mar)

6:30 p.m. – 10:00 p.m. Partner-Hosted Reception by Penn Credit (Hard Rock Café)

WEDNESDAY SCHEDULE CONTINUED

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7:00 a.m. – 8:20 a.m. Breakfast (Vista del Mar)

8:00 a.m. – 11:00 a.m. Registration (Grand Colonnade)

8:20 a.m. – 10:00 a.m.Ethics Training I (Plaza Réal C)Presenter: Caroline Klancke, Senior Attorney, Florida Commission on Ethics

10:20 a.m. – 12:00 p.m.Ethics Training II (Plaza Réal C)Presenter: Pat Gleason, Special Counsel for Open Government for Attorney General Ashley Moody

FRIDAY SCHEDULE

10:20 a.m. – 12:00 p.m.CCOC Session Part II (Budget and Reports) (Plaza Réal B)Panel: John Dew, Executive Director, CCOC; Doug Isabelle, Deputy Executive Director, CCOC; Jason Welty, Budget and Communications Director, CCOC; and Marleni Bruner, Senior Budget Manager, CCOC

10:20 a.m. – 12:00 p.m.Procurement Fraud (Granada A & B)Presenter: Theresa Webb, CPPO, CPPB, CPSM, C.P.M., Procurement Official

12:00 p.m. – 1:20 p.m. FCCC-Hosted Lunch

1:20 p.m. – 3:00 p.m.

Amending Florida’s Constitution: Effects of the 2018 General Election for Clerks and Comptrollers (Plaza Réal C)Moderator: The Honorable Ken Burke, CPA, Pinellas County Clerk and ComptrollerPanel: The Honorable Tara S. Green, Clay County Clerk; The Honorable Laura E. Roth, Esq., Volusia County Clerk; The Honorable Carolyn Timmann, Martin County Clerk and Comptroller; and David Margolis, General Counsel, Orange County Clerk’s Office

1:20 p.m. – 3:00 p.m.Clerk to the Board (Plaza Réal B)Presenter: The Honorable Jeffrey Smith, CPA, Indian River County Clerk and Comptroller

1:20 p.m. – 3:00 p.m.Robotics Process Automation (Granada A & B)Co-Presenters: Kevin Stuart, Senior Consultant and RPA Developer, Protiviti; and Emily Picard, Senior Manager, Protiviti

3:00 p.m. – 3:20 p.m. Mid-Afternoon Break Hosted by Alliance One (Grand Colonnade)

3:20 p.m. – 5:00 p.m.

Preparing for Sunshine Week – Access to Public and Judicial Branch Records (Plaza Réal C)Panelists: The Honorable Hunter S. Conrad, Esq., St. Johns County Clerk and Comptroller; The Honorable Laura E. Roth, Esq., Volusia County Clerk; The Honorable Tiffany Moore Russell, Esq., Orange County Clerk; and Tom Hall, Esq., Consultant, FCCC

3:20 p.m. – 5:00 p.m.

Investment of Government Funds (Plaza Réal B)Panel: Zachary Falconer, Senior Client Relationship Representative, the Florida Local Government Investment Trust; Matthew Wade, Client Relationship Representative, the Florida Local Government Investment Trust; and Christopher Wilson, CTP, Vice President, SunTrust Bank

3:20 p.m. – 5:00 p.m.Interviewing Skills (Granada A & B)Presenter: Mark A. Anderson, Director of Training and Development, Anderson Investigation Associates, LLC

5:30 p.m. – 7:30 p.m. Partner Hosted Reception by Harris & Harris, Ltd. (Vista del Mar)

THURSDAY SCHEDULE CONTINUED

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REVENUE RECOVERY SOLUTIONS

2019 SUMMER CONFERENCEJune 25-27, 2019Omni Championsgate, Orlando

2019 FALL CONFERENCEOctober 2-4, 2019

Tradewinds Island Resorts, St. Pete Beach