NASACT 2018 ANNUAL CONFERENCE August 11-15 | Salt Lake City, Utah - Onsite Brochure
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P R O G R A M NASACT 2018 ANNUAL CONFERENCE August 11-15 | Salt Lake City, Utah
TA B L E O F C O N T E N T S C O N T I N U I N G P R O F E S S I O N A L E D U C AT I O N
President's Message 1 Learning Objectives:
At the conclusion of this conference, participants will be able to:
Acknowledgments 3
• Recount changes to the roles and responsibilities of state auditors, state
Association Leaders 5 comptrollers and state treasurers as these roles have evolved during the
past year.
Conference App 7
• Identify and discuss new standards and rules from the government standards
General Info 9 setting bodies and regulatory agencies.
Networking & Special Activities 11 • Apply practical information learned through case studies from peer offices
and organizations.
Daily Schedule 14
• Discuss state government financial management as it relates to the broader,
Guest Activities 29 national fiscal outlook.
Corporate Associates Directory 30 Level of Knowledge: Overview.
Hotel Map/Information 32
Education or Experience Prerequisite: No prerequisites required.
Advance Preparation: No advance preparation required.
CPE: 15 credits have been recommended for the conference.
Delivery Method: Group-Live. All sessions include Q&A opportunities.
Attendance Requirements: In order to obtain CPE credit for this event,
participants must submit attendance verification codes provided during each
session.
The National Association of State Auditors, Comptrollers and Treasurers is
registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of continuing professional education on the National Registry of CPE
Sponsors. State boards of accountancy have final authority on the acceptance
of individual courses for CPE credit. Complaints regarding registered sponsors
may be submitted to the National Registry of CPE Sponsors through its website:
https://www.nasbaregistry.org/.
P R E S I D E N T ’ S M E S S A G E
Dear NASACT Members, Corporate Affiliates and Guests,
It is my honor to be hosting the 103rd NASACT Annual Conference. On
behalf of the NASACT Training and Professional Development Committee
and our Utah hosts, State Auditor John Dougall, Division of Finance
Director John Reidhead, and State Treasurer David Damschen, it is my
pleasure to welcome you to Salt Lake City.
The NASACT Annual Conference brings together state auditors,
ROGER NORMAN comptrollers and treasurers from around the nation for in-depth education
President of NASACT on government financial management issues. I am glad that you have made
Legislative Auditor
participating a priority and that you are here.
of Arkansas
This year we have some exciting general sessions. We will kick off the
conference with a message from legendary football coach and ESPN analyst
Lou Holtz. Medici Ventures President and Overstock.com Board Director
Jonathan Johnson will discuss the hot topic of blockchain and how it is
being used in the real world. New York Times bestselling author Lindsey
Pollack will discuss our complex and multigenerational workforces and
all the challenges (and opportunities) they present. We will hear from the
National Governors Association’s executive director, Scott Pattison, on a
range of issues that governors currently face. Breakthrough performance
will be the focus of a session from Kristen Cox, executive director of the
Utah Governor’s Office of Management and Budget. And lastly, Clark
Partridge, state comptroller of Arizona and president-elect of NASACT, will
lead the popular Emerging Issues Roundtable on the last morning of the
conference. In addition to these keynote sessions, there are 26 concurrent
sessions covering many different topics.
The Grand America is a beautiful hotel, and we have several excellent
networking activities planned here, as well as an excursion to the Utah
Natural History Museum on Monday. On Tuesday evening, several
deserving members will be honored with awards, and the 2018 Class of the
NASACT Hall of Fame will be announced.
I hope you find the conference to be stimulating and that you depart with
new friends, new information and a renewed enthusiasm for serving the
citizens of your states.
1
2
A C K N O W L E D G M E N T S
PLATINUM CORPORATE ASSOCIATES SILVER CORPORATE ASSOCIATES (cont.)
NASACT wishes Accenture RSM
to acknowledge CGI SAP Concur
the supporters Deloitte Socrata
of the 2018
NASACT Annual Oracle The College Board
Conference. Wells Fargo
GOLD CORPORATE ASSOCIATES
Thank you for Workday
ACL
your support! Workiva
EY
Infor BRONZE CORPORATE ASSOCIATES
KPMG LLP American Express
BenefitScape
SILVER CORPORATE ASSOCIATES
Bronner
Bank of America Merrill Lynch
CherryRoad Technologies
BerryDunn
Mastercard
CliftonLarsonAllen
Metaformers
Eide Bailley LLP
MKinsight
First Data
Plante Moran
ISG Public Sector
S&P Global Ratings
Kamakura Corporation
Tyler Technologies
OpenGov
Willis Towers Watson
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A S S O C I AT I O N L E A D E R S
2017- 18 E X E C U T I V E C O M M I T T E E
AUDITOR TREASURER
REPRESENTATIVES REPRESENTATIVES
Beth Wood Manju Ganeriwala
FIRST VICE PRESIDENT State Auditor, North Carolina State Treasurer, Virginia
PRESIDENT SECOND VICE
Roger Norman D. Clark Partridge PRESIDENT Daryl G. Purpera Mike Frerichs
Legislative Auditor State Comptroller Beth Pearce Legislative Auditor, Louisiana State Treasurer, Illinois
Arkansas Arizona State Treasurer Suzanne Bump Steve McCoy
Vermont Auditor of the Commonwealth, State Treasurer, Georgia
Massachusetts
COMPTROLLER
REPRESENTATIVES
Cynthia I. Cloud
State Auditor, Wyoming
Alan Skelton
State Accounting Officer, Georgia
Steve Barnett
SECRETARY TREASURER IMMEDIATE State Auditor, South Dakota
Elaine M. Howle Richard Eckstrom PAST PRESIDENT
State Auditor Comptroller General David H. Lillard, Jr.
California South Carolina State Treasurer
Tennessee
H O S T S TAT E P R I N C I PA L S
John Dougall John Reidhead David Damschen
State Auditor Director State Treasurer
Utah Division of Finance Utah
Utah
T R A I N I N G & P R O F E S S I O N A L D E V E LO P M E N T C O M M I T T E E
Roger Norman (AR-A), Chair Clark Partridge (AZ-C), Vice-Chair
Steve Barnett (SD-C) Sharon Elston (AL-A) Leanne McLaughlin (NC-A) Earle Powell (SC-A)
Gerry Boaz (TN-A) Mike Frerichs (IL-T) Ron Knecht (NV-C) John C. Reidhead (UT-C)
Pola Buckley (ME-A) Manju Ganeriwala (VA-T) James MacDonald (MA-T) Randy Roberts (AZ-A)
Cynthia I. Cloud (WY-C) John Geragosian (CT-A) Kent McLamb (NC-A) Kirt Slaugh (UT-T)
David Damschen (UT-T) Laura Glenn (GA-T) Rebecca Otto (MN-A) David A. Von Moll (VA-C)
John Dougall (UT-A) Ian Green (OR-A) Jennifer Pacheco (NC-C) Brandon Woolf (ID-C)
Richard Eckstrom (SC-C) Anna Maria Kiehl (PA-C) Beth Pearce (VT-T)
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6
C O N F E R E N C E A P P
HANDOUTS
Session handouts will not be provided at the conference. Presentations will be available via NASACT's conference app both during and after
the conference (except in instances where the speaker does not provide the presentation to us in advance).
If you do not wish to use the app on a mobile device, there is also a website version that can be accessed via a computer browser at
https://event.crowdcompass.com/nasact2018.
CONFERENCE APP
The NASACT Annual Conference app will place networking tools, schedules and session materials in the palm of your hand. Everything you
find in the program brochure you can find on the app – and more.
How to Download
Prior to the conference, you should have received an email invitation containing download links and login information. However, if you did not
receive the email, below are the links and instructions. If you want to access the app on multiple devices, you must go through this process
for each one.
1. Enter website address or scan this QR code:
On iPhone, iPad or Android, download & open the NASACT app in the Apple Store or Google Play Store
or go to: https://crowd.cc/s/1Ui1C.
On PC or Blackberry, go to https://event.crowdcompass.com/nasact2018.
2. Download the event, if prompted.
3. Click Log In
This step is not necessary to see basic information in the app, but it IS necessary if you want to have access to all features in the app
(such as networking with other attendees, asking questions during sessions, etc.).
4. Enter your First Name and Last Name
5. Enter Confirmation Code
A 4-digit code will be emailed to you. You may use this code to set the app up on any device. The code will expire in 24 hours.
6. Continue to set up your profile as prompted.
WIFI
FOLLOW NASACT AND THIS CONFERENCE
To access wifi in the meeting space, use the following
credentials:
@nasact
www.nasact.org
Network name: NASACT #NASACT2018
Password: NASACT2018
https://www.linkedin.com/company/nasact
Facebook “f ” Logo CMYK / .eps Facebook “f ” Logo CMYK / .eps
https://tinyurl.com/nasact-fb
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8G E N E R A L I N FO
ATTIRE CPE CODES & EVALUATIONS
5K Fun Run/Walk: Athletic apparel NASACT is accredited as a provider of continuing
professional education by the National Association of State
Guest Program: Casual (comfortable shoes recommended)
Boards of Accountancy.
Conference Sessions: Business casual CPE codes will be provided at the conclusion of each
Sunday Night Event: Busines casual technical session. The code will be required to request CPE
credit for the session.
Monday Night Event: Business casual
Watch for an email at the end of the conference which will
Tuesday State Night Dinner: Cocktail or business include links to the CPE request form and the evaluation.
AUDIO / VISUAL LOST AND FOUND
Audio visual at the conference is sponsored by: If you’ve lost it, perhaps we’ve found it! Stop by the
BenefitScape, Mastercard & MKinsight registration desk to turn in or claim lost items.
CELL PHONE POLICY PHOTO DISCLOSURE
Please be considerate of our speakers and other attendees. NASACT takes photos during this conference. By
When you are in conference sessions, please turn off your participating, you are granting NASACT permission to use
phone or set it to silent and leave the room if you need to your photo and name in association publications.
answer a phone call.
Success Kit for
Government
Auditors
There’s lots of learning to be done at the
NASACT conference, but it doesn’t have to stop
there. Whether you’re wanting to get out of
spreadsheets, cracking down on government fraud,
waste and abuse, or looking to learn how other
government audit teams are successful, this kit of
essential resources will help you along the way.
DOWNLOAD YOUR FREE KIT HERE >> www.acl.com/NASACT
9G E N E R A L I N FO
PRESENTATIONS & BIOS WIFI
Presentations and speaker bios can be found on the Complimentary wifi is available in the hotel sleeping rooms
conference app. Speakers don't always make their and the meeting space.
presentations available in advance. Use the following info to access wifi in the meeting space:
REGISTRATION DESK SCHEDULE Network name: NASACT
Sat 2:00 p.m. - 5:00 p.m. (Grand Ballroom Foyer) Password: NASACT2018
Sun 10:00 a.m. - 5:00 p.m. (Grand Ballroom Foyer)
Mon 7:00 a.m. - 5:00 p.m. (Imperial Ballroom Reception)
Tue 7:00 a.m. - 5:00 p.m. (Imperial Ballroom Reception) QUESTIONS OR COMMENTS
Questions or comments may be directed to NASACT staff
TRAVEL ASSISTANCE
onsite at the registration desk.
NASACT members in good standing (or their designees)
Written comments may also be sent to NASACT, 449 Lewis
are eligible to receive up to $1,500 in travel assistance to
Hargett Circle, Suite 290, Lexington, KY 40503.
attend the 2018 NASACT Annual Conference.
All assistance will be provided in the form of a
reimbursement after the conference. The travel
reimbursement form is available at http://www.nasact.
org/2018_nasact_annual.
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10N E T W O R K I N G & S P E C I A L A C T I V I T I E S
SATURDAY, AUGUST 11 SUNDAY, AUGUST 12
OPEN HOUSE HOSPITALITY SUITE 5K FUN RUN/WALK
All attendees and registered guests may participate. Must be pre-registered to participate. Medals will be
4:00 p.m. – 10:00 p.m. presented to winners at the finish line.
Location: Suite 2381 Attire: Athletic Apparel
Attire: Casual 6:40 a.m. Meet in the Grand Ballroom Foyer
Welcome to beautiful Salt Lake City! Stop in at our (refreshments will be available)
opening hospitality suite for refreshments after a day of 7:00 a.m. Race begins – finish line is within walking
travel. Meet new friends and old, make dinner plans, and distance of the hotel
get ready for a great week of networking!
SUNDAY, AUGUST 12
BRUNCH AT THE GRAND AMERICA
All attendees and registered guests may participate.
9:00 a.m. – 11:00 a.m. | Sponsored by
CliftonLarsonAllen & Wells Fargo
Location: Grand Salon
Attire: Casual
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11N E T W O R K I N G & S P E C I A L A C T I V I T I E S
SUNDAY, AUGUST 12 MONDAY, AUGUST 13
PRESIDENT’S NIGHT IN THE GARDEN COURTYARD NATURAL HISTORY MUSEUM OF UTAH
All attendees and registered guests may participate. All attendees and registered guests may participate.
6:00 p.m. – 8:00 p.m. | Sponsored by Deloitte 6:30 p.m. – 8:30 p.m. | Sponsored by CGI
Location: Garden Courtyard Transportation: Meet in the Grand Ballroom Foyer at 6:00
Attire: Business Casual p.m. for a 6:15 departure to the museum. Buses will return
to the hotel at 8:30 p.m.
Join NASACT President Roger Norman for a Picnic in the
Canyon in the Grand America's Garden Courtyard. Enjoy a Attire: Business Casual
buffet-style dinner of wood-fired chicken, burgers, ribs
The Monday night event will be held at the Natural
and all the fixin's!
History Museum of Utah, located on the campus of
the University of Utah. Enjoy a heavy hors d'oeuvres
reception and visit three of the museum's galleries
showcasing the history of the intermountain west.
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12TUESDAY, AUGUST 14
STATE NIGHT DINNER & HALL OF FAME INDUCTION CEREMONY
All attendees and registered guests may participate.
6:00 p.m. – 11:00 p.m. | Sponsored by Accenture
Location: Imperial A/B
Attire: Business/Cocktail Attire
6:00 p.m. Reception
6:45 p.m. Dinner
2019 Host State Drawing
2018 NASACT Awards – President’s, Special Recognition & Distinguished Service Awards
Hall of Fame Induction Ceremony
8:30 p.m. Entertainment & Dancing
NASACT HALL OF FAME
The NASACT Hall of Fame was created in 2015 to recognize an
elite group of individuals who over their professional careers have
made major and enduring impacts on state government financial
management.
Hall of Fame inductees are not selected based upon a single
achievement, but rather to recognize careers filled with significant
achievements and contributions and to recognize those who have
reached the highest levels of performance in the profession.
Additionally, recipients embody characteristics including
outstanding vision, inspiring leadership, and unwavering
commitment to the highest professional and ethical standards and
practices.
Past Inductees
2017 Robert H. Attmore 2015 Louis L. Goldstein
Harlan E. Boyles Frank L. Greathouse
Harvey C. Eckert William R. Snodgrass
Relmond P. Van Daniker
2016 W. Daniel Ebersole
Nancy K. Kopp
Edward J. Mazur
13D A I LY S C H E D U L E
SATURDAY, AUGUST 11
12:00 P.M. – 1:00 P.M.
2:00 P.M. – 5:00 P.M.
MEETING OF NASACT’S COMMITTEE ON ACCOUNTING, REPORTING &
REGISTRATION (Grand Ballroom Foyer)
AUDITING (Audubon, 3rd Floor)
4:00 P.M. – 10:00 P.M.
1:30 P.M. – 3:30 P.M.
HOSPITALITY OPEN HOUSE (Suite 2381) MEETING OF NASACT’S EXECUTIVE COMMITTEE (Audubon, 3rd Floor)
SUNDAY, AUGUST 12 2:00 P.M. – 5:00 P.M.
HOSPITALITY SUITE (Suite 2381)
7:00 A.M. – 9:00 A.M.
5K FUN RUN/WALK 4:00 P.M. – 5:00 P.M.
Pre-registration required. NEW MEMBER RECEPTION (Suite 2381)
Meet in the Grand Ballroom Foyer at 6:40 a.m. to walk to the starting line. All new members of NASACT and their mentors are invited to come and meet the
Executive Committee and staff and learn more about the association.
9:00 A.M. – 11:00 A.M.
BRUNCH (Grand Salon) 6:00 P.M. – 8:00 P.M.
PRESIDENT’S NIGHT AT THE GARDEN COURTYARD
Sponsored by CliftonLarsonAllen & Wells Fargo
Sponsored by Deloitte
10:00 A.M. – 5:00 P.M. Join NASACT’s President Roger Norman on Sunday night for a Picnic in the Canyon in
REGISTRATION (Grand Ballroom Foyer) the Grand America's Garden Courtyard.
8:00 P.M. – 10:30 P.M.
HOSPITALITY SUITE (Suite 2381)
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14Pledge of Allegiance
MONDAY, AUGUST 13 Roger Norman, President of NASACT, Legislative Auditor (AR)
7:00 A.M. – 5:00 P.M. Welcome from Utah Hosts
REGISTRATION (Imperial Ballroom Reception) David Damschen, State Treasurer (UT)
John Dougall, State Auditor (UT)
7:00 A.M. – 8:10 A.M.
BREAKFAST (Imperial B) John Reidhead, Director, Division of Finance (UT)
Sponsored by KPMG LLP 8:45 A.M. – 9:35 A.M.
GENERAL SESSION (Imperial A)
9:00 A.M. – 2:00 P.M.
GUEST PROGRAM (Temple & Historic Tour) Keynote Address Sponsored by Kamakura Corporation
Pre-registration required. See page 29 for details. Meet in the Grand Ballroom GS#1. Game Plan for Success
Foyer at 8:45 a.m. for 9:00 a.m. departure.
Field of study: Personal Development
8:15 A.M. – 8:45 A.M. Lou Holtz's message transcends athletics. It resonates—even to those who aren't
OPENING CEREMONIES (Imperial A) sports-minded. The focus is on people and the values that make relationships (and
organizations) excel. Once heard, you will have no doubt why Lou Holtz is considered
Opening Remarks
a legendary team leader and speaker on achievement.
Roger Norman, President of NASACT, Legislative Auditor (AR)
Lou Holtz, Legendary Football Coach and Analyst, ESPN (2004-2015)
Color Guard & Singing of the National Anthem
Utah Inter-tribal Veteran’s Association Moderator: Roger Norman, President of NASACT, Legislative Auditor (AR)
Justin Lee, Elections Director, Utah Lieutenant Governor's Office
LOU HOLTZ has established himself as one of
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teams ranked in the final Top 20 poll. Holtz
was selected for the College Football Hall of Fame, class of 2008, which
places him in an elite group of just over 800 individuals in the history of
In successfully managing risk, football who have earned this distinction.
only a powerful and trusted solution will suffice. Until 2014, Holtz was a college football studio analyst on ESPN. He
Kamakura’s risk products and services succeed appeared on ESPNews, ESPN College GameDay programs, SportsCenter,
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make us your most advanced, intelligent risk Host for two sports programs; a golf show broadcast throughout the year
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15D A I LY S C H E D U L E
9:35 A.M. – 9:55 A.M. CS#2. Customer-First Management (Murano)
BREAK (Imperial Ballroom Reception) Field of study: Personnel/HR
Sponsored by OpenGov, SAP Concur & Workday In this interactive session, attendees will consider the importance of customer-
centric management, particularly for financial administrators in the public sector.
9:55 A.M. – 11:10 A.M. Using tools and techniques that are tested and proven for government, we will
CONCURRENT SESSIONS explore the concept of a customer-centric management philosophy that will resonate
CS#1. How Digital Technologies are Transforming the Finance with line-level employees, inspire managers and help government organizations
Function (Imperial C) achieve their strategic objectives. We will examine the distorted incentives that
Field of study: Information Technology financial administrators can create when they manage for the benefit of groups other
than their immediate customers and discuss how enhanced attention to our actual
Digital technologies (like robotic process automation, artificial intelligence and customers can better serve the public interest. We will discuss how choosing the
analytics) hold the promise of freeing up substantial amounts of your staff’s time wrong metrics for the wrong purposes can incentivize negative behavior and actually
so they can spend significantly less effort on transaction processing, data gathering work against the public good. Furthermore, we will explore how the effective use
and other non-value-add work. Instead, your staff can spend more time on improving of IT systems for measuring and tracking customer service can empower financial
support for your partner agencies and citizens. Speakers from Georgia and California executives both to manage their organizations and report their important successes
will tell you about their initial efforts in this area and where they plan to go next, to elected officials and the public.
along with some introductory comments from Accenture.
Cynthia Cloud, State Auditor (WY)
Greg Griffin, State Auditor (GA)
Erick R. Scheminske, Director, U.S. Commercial & State Government, CGI
Mark Howard, Global Administration Segment Lead, Public Service,
Accenture Moderator: Stacy Neal, Director of Accounting (MO)
Miriam Ingenito, Director, Financial Information System for California
(FI$Cal)
Moderator: Daryl Purpera, Legislative Auditor (LA)
KNOWLEDGE IS POWER TO CHANGE
CLA salutes NASACT for helping state auditors,
comptrollers, and treasurers understand and adapt their
changing roles and responsibilities in an ever-evolving
government financial landscape. We’re proud to be
a part of the NASACT Annual Conference.
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16CS#3. Technology Modernization in State Financial Management: CS#6. Artificial Intelligence: How Will It Change the Role of the
Findings From the Deloitte-NASACT Survey (Imperial D) Auditor? (Imperial D)
Field of study: Information Technology Field of study: Auditing (Governmental)
The Deloitte-NASACT survey explores how digital transformation is reshaping AI is no longer a plot device in science fiction film. AI is becoming as ubiquitous as
financial management in state governments. Discover the strategies that the personal computer and the opportunities of what AI can do for internal audit is
government organizations are using to navigate the digital roadmap and the areas almost as endless as the challenges this disruptive technology represents. In this
of greatest opportunity in adapting a digital-first strategy. A panel of government session, attendees will learn the different forms of AI, how governments are using AI
financial leaders will share their reactions to the survey findings. today, and what challenges and possibilities AI presents to tomorrow’s auditors. The
Christina Dorfhuber, Principal, Deloitte Consulting session will conclude with a brief look at the social implications of AI’s adoption and
how auditors will play a critical role ensuring AI is being used for good.
John O’Leary, Senior Manager, Deloitte Center for Government Insights
Rick Gamache, Senior Consultant, BerryDunn
Manju Ganeriwala, State Treasurer (VA)
Moderator: Suzanne Bump, Auditor of the Commonwealth (MA)
Anna Maria Kiehl, State Comptroller/Chief Accounting Officer (PA)
CS#7. Transparency Initiatives & Issues: Taking It to the Next Level
Raúl Maldonado-Gautier, Secretary, Department of the Treasury (PR) (Murano)
Moderator: Doug Cotnoir, State Controller (ME) Field of study: Finance
CS#4. Cloud Applications & State Government: The Future Has Many government organizations have deployed public data through transparency
Arrived (Envoy) initiatives to improve public confidence, meet compliance requirements, and derive
value from open-government apps built from public data. In the beginning days of
Field of study: Information Technology online financial transparency, a check register was innovative. Now it’s expected
Cloud has been a much talked about subject for several years and all states have and providing information that is meaningful to the public remains an evolving
moved some operations to the Cloud. Today the trend is accelerating. States are challenge—one that should be responsive to the shifting dynamics of public policy
moving or actively planning on moving entire ERP systems to the Cloud. This session and public interest.
will explore that trend as well as the increasing sophistication of new and intelligent Learn what trends continue across the country from federal and state governments
ERP applications. to improve and advance transparency initiatives now, as well as what new
Daniel Keene, General Manager, Oracle State and Local Government requirements may be coming in the future. You will also hear how South Carolina
has approached the transparency challenge by making information available that’s
Bob Sabo, ERP/EPM Cloud Strategic Programs Director, Oracle Public Sector
in high demand but doesn’t necessarily fit the traditional definition of financial
Yvonne Turner, Deputy Director, Office of Planning and Budgeting (GA) transparency.
Moderator: Cindy Farrell, Assistant Commissioner, Management & Budget (MN) Sherry Amos, Director, Market Development, Education & Government, Workday
Richard Eckstrom, Comptroller General (SC)
11:10 A.M. – 11:20 A.M.
ROOM CHANGE Moderator: Jay Cleveland, Chief Operating Officer, State Accounting Enterprise
(IA)
11:20 A.M. – 12:10 P.M. CS#8. Fraud Prevention & Detection: From a Management & Audit
CONCURRENT SESSIONS Perspective (Envoy)
CS#5. Robotic Process Automation: Arizona Unleashes the Bots! Field of study: Auditing (Governmental)
(Imperial C)
What more could you be doing to protect your organization from the risks around
Field of study: Information Technology employee-initiated spend? Employees are spending more money across more
Automation technology has begun to influence almost every aspect of daily life. spend categories using more payment methods than ever before. And with more
Areas ranging from Amazon Alexa to self-driving cars, unmanned drones, chatbots, channels to pay for goods and services, this leaves organizations vulnerable to
and even the accounting profession present opportunities for greater efficiency fraud and compliance risks. During this session the speakers will discuss employee
and productivity through automation. In this session, we will discuss Arizona’s initiated spending and the potential for fraud, best practices around compliance
assessment of robotic process automation (RPA) opportunities. We will then communications and policies, and anti-fraud safeguards to help detect and lower
demonstrate the automations and review the real-world experience and lessons fraud losses.
learned from the implementation of RPA in two Arizona state agencies. Matt Gibbons, Senior Director, SAP Concur
Nathan Frey, Partner, ISG Public Sector Alan Skelton, State Accounting Officer (GA)
Clark Partridge, State Comptroller (AZ) Moderator: John Geragosian, State Auditor (CT)
Moderator: Brandon Woolf, State Controller (ID)
17D A I LY S C H E D U L E
12:10 P.M. – 1:25 P.M. CS#10. Implementing Cloud Financial Systems for a State (Imperial C)
LUNCH (Imperial B) Field of study: Finance
Sponsored by Oracle Governments are exploring moving many of their critical business systems to
the Cloud. This presentation will explore how to go about planning and executing
1:25 P.M. – 2:40 P.M. the transition to the Cloud and provide lessons learned from recent state
CONCURRENT SESSIONS implementations.
CS#9. The Future is Now: New Generation Digital Technology for 21st Julie Barrientos, Manager, KPMG LLP
Century Government (Imperial C)
Ray Zaso, Principal, KPMG LLP
Field of study: Personnel/HR
Moderator: Cynthia Cloud, State Auditor (WY)
N
Artificial intelligence, robotics, data science and other technologies are being
S IO
developed to dramatically increase the effectiveness of government operations. This
S LED
CS#11. GASB Update: What Will the Future Hold? (Imperial A)
E
session will draw on historical insights and provide helpful tips and techniques to
S CEL
Field of study: Accounting (Governmental)
help your agency or organization draw on these tools to help you build the workforce
CAN
of the future. Work continues on two foundational projects that will shape the future of
governmental accounting and financial reporting. In addition, a third foundational
Kurt A. Steward, Ph.D., Executive Director, Infor
project likely will be added to the Board’s agenda later in August. This session
Steve Barnett, State Auditor (SD) will provide insights into development of the Board’s Preliminary Views, Financial
Moderator: Ron Knecht, State Controller (NV) Reporting Model Improvements (with a highly-anticipated Alternative Views document
scheduled to be released in September); address issues that were identified in
the responses to the Invitation to Comment, Revenue and Expense Recognition; and
highlight the significant findings from a multi-year research effort associated with
notes to financial statements, which is expected to round out the GASB Big Three
technical agenda projects.
Blockchain in FinTech
I’D LIKE TO STAY AHEAD OF THE CURVE First Data can help you with the following offerings:
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Revenue Collection Join Speaker
As regulations and technology evolve, it’s Electronic Benefits Payments DAVID NATELSON
important to have an experienced advisor
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government consulting, audit and assurance
Security and Fraud Solutions
14 August Tuesday
Management Consulting Services 1:05 p.m. – 1:55 p.m.
services, and cybersecurity guidance can keep
you informed and focused on the road ahead.
What inspires you, inspires us. © 2018 First Data Corporation. All rights reserved. The First Data® name, logo and related
trademarks and service marks are owned by First Data Corporation and are registered
eidebailly.com/government or used in the U.S. and many foreign countries. All trademarks, service marks and trade
names referenced in this material are the property of their respective owners.
468164 2018-07
18David Vaudt, Chair, GASB 3:50 P.M. – 4:00 P.M.
David Bean, Director of Research and Technical Activities, GASB ROOM CHANGE
Kristopher Knight, Deputy Secretary of State (DE) and GASB Board Member 4:00 P.M. – 4:45 P.M.
Moderator: Alan Skelton, State Accounting Officer (GA) BUSINESS MEETINGS Open to Members/Member Staff Only
- NASC (Imperial C)
2:40 P.M. – 3:00 P.M. - NSAA (Imperial D)
BREAK (Imperial Ballroom Reception) - State Treasurers Meeting (Murano)
Sponsored by Bank of America Merrill Lynch, BerryDunn & RSM
6:30 P.M. – 8:30 P.M.
3:00 P.M. – 3:50 P.M. NETWORKING EVENT AT THE NATURAL HISTORY MUSEUM OF UTAH
GENERAL SESSION
Sponsored by CGI
GS#2. Blockchain: What Is It & How Is It Actually Being Used?
Enjoy heavy hors d'oeuvres and private tours of several galleries in the Natural
(Imperial A)
History Museum of Utah.
Field of study: Information Technology
Transportation: Meet in the Grand Ballroom Foyer at 6:00 p.m. for a 6:15
Over the last 18 months there has been a lot of buzz about cryptocurrencies and the departure to the museum. Buses will return to the hotel at 8:30 p.m.
underlying blockchain technology. What exactly is blockchain? How much is hype
vs. hope? This presentation will explain what blockchain is and how it is actually 8:30 P.M. – 10:30 P.M.
being used to solve real world problems. HOSPITALITY SUITE (Suite 2381)
Jonathan E. Johnson III, President, Medici Ventures and Director,
Overstock.com
Moderator: John Dougall, State Auditor (UT)
JONATHAN E. JOHNSON III has served as the
chairman of Overstock's board of directors since
April 2014, transitioning to the position after five
years as the company's president and then the
acting CEO. Jonathan joined Overstock in 2002
and has been an integral part of Overstock's
meteoric growth from a small start-up to a
publicly-traded company with over $1.8 billion in
sales and over 1,700 employees.
Jonathan is also president of Medici Ventures, Overstock's new
subsidiary that oversees a portfolio of blockchain technology and fintech
businesses. In this role, Jonathan is responsible for pioneering growth Helping public sector organizations
and innovation in applying blockchain to financial markets and beyond. move into the digital age
Prior to joining Overstock, Jonathan was with TenFold Corporation in
various positions, including CFO and general counsel. Before that, he
practiced corporate law in Los Angeles with two international law firms.
ISG has worked with 19 statewide ERP
He served as a judicial clerk at the Utah Supreme Court. Jonathan projects to improve efficiency, manage
received a Bachelor's Degree in Japanese from Brigham Young University, change and plan for the future.
studied at Osaka University of Foreign Studies in Japan as a Ministry of
Education Scholar, and received a juris doctor degree from the J. Reuben
Clark Law School at Brigham Young University.
He serves on the governing boards of the Salt Lake Chamber of Contact Nathan Frey
Commerce, the Utah Technology Council, the Utah Foundation, the 512.970.0745 nathan.frey@isg-one.com
University Hospital Foundation, and the Hale Centre Theatre. In 2016, he www.isg-one.com/industries-landing/
unsuccessfully ran for governor as a Republican. industries-detail/government
19D A I LY S C H E D U L E
TUESDAY, AUGUST 14 8:35 A.M. – 9:25 A.M.
GENERAL SESSION (Imperial A)
7:00 A.M. – 5:00 P.M.
REGISTRATION (Imperial Ballroom Reception) Keynote Address Sponsored by The College Board
GS#3. Optimizing Your Multigenerational Workforce
7:00 A.M. – 8:25 A.M. Field of study: Personnel/HR
BREAKFAST (Imperial B)
For the first time in history, four (and soon to be five) generations are sharing the
Sponsored by ACL workplace—the Traditional Traditionalists, Still-Booming Boomers, Xtra-Independent
Gen Xers and Tech-or-Die Gen Ys. You’ve probably heard a lot of experts describe
9:00 A.M. – 2:00 P.M. these generational differences. Well, in this dynamic, action-oriented program,
GUEST PROGRAM (Olympic Park & Park City) you’ll learn how to actually turn those generational differences into a strategic
Pre-registration required. See page 29 for details. Meet in the Grand Ballroom advantage for you and your organization.
Foyer at 8:45 a.m. for 9:00 a.m. departure. New York Times bestselling author Lindsey Pollak—often called a translator among
generations—will share her expert insights into how organizations across a wide
8:30 A.M. – 8:35 A.M. variety of industries are thriving with a multigenerational workforce. You’ll gain
OPENING REMARKS (Imperial A) specific, actionable tactics to manage cross-generational challenges and take
Roger Norman, NASACT President and Legislative Auditor (AR) advantage of the opportunities of a multigenerational workforce.
Lindsey Pollak, Leading Voice on Multigenerational Workplace and New York
Times Bestselling Author
Moderator: Pat McCarthy, State Auditor (WA)
9:25 A.M. – 9:35 A.M.
ROOM CHANGE
LINDSEY POLLAK is one of the country’s
leading experts on the millennial generation and
the multigenerational workplace. She is the New
York Times bestselling author of two career advice
books—Becoming the Boss: New Rules for the Next
Generation of Leaders and Getting from College to
Career. Forbes has named her blog one of the 100
Best Websites for Your Career.
Lindsey’s speaking audiences and consulting clients have included over 200
top corporations, law firms, universities and business schools—including
Citigroup, Dell, Estée Lauder, JP Morgan, Ralph Lauren, Yale, Harvard,
Wharton and MIT. She also served for six years as an official ambassador for
LinkedIn, where she trained over 100,000 students and professionals in how
to use the network.
Her advice and opinions have appeared in such media outlets as The TODAY
Show, The New York Times, The Wall Street Journal, CNN and NPR. Lindsey is a
graduate of Yale University and is based in New York City.
209:35 A.M. – 10:25 A.M. In this session, attendees will learn how data analytics and automation technologies
CONCURRENT SESSIONS can be applied across all phases of the audit process to increase audit responsiveness,
coverage, consistency and effectiveness. Technology alone is not enough, however.
CS#12. Predictive Markers of Financial Failure: Integrating Bond
Audit departments must also progress through a maturation of their people, process,
Prices Into Credit Analytics (Envoy)
data and governance to ensure their technology-enabled auditing efforts are
Field of study: Finance sustainable for the long run.
This session will provide a hands-on guide to examine credit formulas that don’t This session will highlight key practices used by leading organizations to work through
work, best practice modeling strategy, and how credit professionals can use these their implementation challenges to make data analytics and automation stick. Case
examples to monitor their own risk. These tools are effective in the management studies and examples will address common risks around improper payments and data
of fixed income investment portfolios, equity portfolios and managing unsecured quality with special attention to leveraging technologies you may already have in your
deposit balances and counterparty exposure. organization.
Martin M. Zorn, President and Chief Operating Officer, Kamakura Corporation Ernie Almonte, Partner, RSM
Scott Austensen, Deputy Treasurer (GA) Jim Tarantino, Manager, National Data Analytics Champion, RSM US LLP
Moderator: Steve McCoy, State Treasurer (GA) Moderator: Beth Wood, State Auditor (NC)
CS#13. Increasing Audit Agility with Data Analytics & Automation CS#14. Automating Fiscal Oversight: De-Risking Your Data (Imperial C)
(Imperial D) Field of study: Information Technology
Field of study: Auditing (Governmental) While financial officers have always been tasked with establishing and enforcing
It’s no surprise that audit departments today are under continuous pressure to enhance internal controls, new digital technologies unlock transformative opportunities
the pace and effectiveness with which they must respond to an expanding and evolving to improve oversight and management. Through trial and error, many finance
risk landscape. As organizational processes become increasingly digital, auditors can departments have agreed that creating a digital infrastructure to reduce human
also tap into the digital trend and utilize data and technology to make their own audit error and mitigate risk is a strategic initiative with long lasting impact. This panel
activities more agile. will cover two states’ journeys to remove archaic reporting systems, implement
We’re proud to
support the National
Association of State
Auditors, Comptrollers
and Treasurers.
rsmus.com/publicsector
Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International.
21D A I LY S C H E D U L E
tools for operational insight and financial oversight, and create internal teams that 10:25 A.M. – 10:45 A.M.
rely on, and effectively use, accurate and up-to-date data. BREAK (Imperial Ballroom Reception)
Kyle Hall, Product Manager, Socrata Sponsored by First Data, Socrata & Workiva
Jeffery Shapiro, First Deputy Comptroller (MA)
10:45 A.M. – 12:00 P.M.
Anna Maria Kiehl, State Comptroller/Chief Accounting Officer (PA) CONCURRENT SESSIONS
Moderator: Mike Fitzgerald, State Treasurer (IA) CS#16. Economic Report for the States (Imperial C)
CS#15. Data Classification (Murano) Field of study: Economics
Field of study: Finance This session will address a variety of economic trends and emerging issues
impacting the states. First, hear an overview of the current fiscal situation in the
What types of data need to be protected? What levels of protection are required? states and the serious financial management problems state government leaders
What techniques should be used to secure and protect data within your must face in the coming years. Next, S&P Global Ratings will provide an overview
organization? These are all critical questions that governments are facing today. of current credit conditions across the U.S., its outlook for fiscal 2019 and beyond,
We will discuss and review these topics, as well as how formal data classification and challenges and opportunities for state credit quality. S&P’s economic outlook
policies and governance can provide guidance and structure to the organization to and how it factors into its view of state fiscal conditions will also be covered.
handle these issues. We will also consider the various standards and requirements Lastly, learn about financial management best practices and how they can relate
that exist regarding certain types of data and review examples of how to secure data to changing economic times. Specifically, how can states prepare during good
in order to conform with certain standards and criteria. economic times to help them survive when the economy turns?
James P. Kreiser, IT Principal, CliftonLarsonAllen LLP John T. Hicks, Executive Director, National Association of State Budget Officers
Moderator: David Von Moll, State Comptroller (VA) Carol H. Spain, Director, U.S. Public Finance, S&P Global Ratings
John Nixon, Chief Business Officer, University of Utah, Volcker Alliance
Moderator: Manju Ganeriwala, State Treasurer (VA)
American Express
is proud to support
the 2018 NASACT
Annual Conference.
As a trusted advisor to
state governments across America,
Bronner Group, LLC,
excels at developing actionable strategies,
implementing effective transformation, and
meeting demands for greater accountability.
Founded in 1987, BRONNER’s reach extends
coast‐to‐coast with 11 offices and over 450 clients.
BRONNER professionals are expert government
analysts, executives, and innovators.
22CS#17. Audit Standards Update: What Changes Lie Ahead? (Imperial D) 12:00 P.M. – 1:05 P.M.
Field of study: Auditing (Governmental) LUNCH (Imperial B)
GAO recently released the 2018 version of Government Auditing Standards in July. Sponsored by EY & Infor
This is the first major change of these standards since 2011. Attend this session
to learn about the major changes contained in the new Yellow Book. Next, a former 1:05 P.M. – 1:55 P.M.
member of the AICPA’s Audit Standards Board will provide an update of activities CONCURRENT SESSIONS
occurring at the ASB and what changes lie ahead in audit standards, attestation
CS#19. People Matter: Recruit, Retain & Motivate (Imperial C)
standards, and standards for accounting and review services.
Field of study: Personnel/HR
Kristen Kociolek, Assistant Director, Financial Management & Assurance Team,
U.S. Government Accountability Office High-quality staff are the life-blood of every organization. Recruiting, hiring
and retaining these employees is vital to organizational success and continuity.
Gerry Boaz, Technical Manager, Division of Audit, Office of the Comptroller of
Cumulative research demonstrates that the average cost of turnover for an $8.00
the Treasury (TN)
per hour employee is over $9,000. In addition to the bottom line cost, the cost to
Moderator: April Renfro, Division Manager, Audits Division, Legislative Services morale and business progress is directly impacted. During this highly interactive
Office (ID) session, participants will examine best practices in recruiting and retention of those
key employees. The session will examine trends in the human resources area with
CS#18. Cybersecurity (Murano) a focus on gaining real world insights that can be implemented to enhance current
Field of study: Information Technology processes. Participants will walk away with new ideas and tools to drive results in
their organizations.
Given the recent issues at the city of Atlanta and elsewhere, the question isn’t if
it will happen, but when. Agencies need to be prepared operationally for the next Lisa Fitzgerald, Director of Human Resources, Eide Bailly LLP
breach. This session will help you think differently about cyber issues and outline Jason McKeever, Director of Training and Development, Eide Bailly, LLP
various steps states should be taking now to increase cyber readiness.
Kathy Sheppard, Deputy Comptroller (MA)
Jenny Hedderman, Deputy Comptroller and General Counsel (MA)
Moderator: Lynne Bajema, State Comptroller (OK)
Brett D. Rogers, Manager, Cybersecurity, EY
Rakesh Thakur, Senior Manager, Advisory Services-Cybersecurity, EY
Moderator: Greg Griffin, State Auditor (GA) Wells Fargo is proud
to support the 2018
BenefitScape ® NASACT Annual
THE LE AD IN G AC A C O M P LIAN C E SP E C IALIST Conference
We work with NASACT members exclusively on ACA Compliance.
Outsource end-to-end tracking, reporting, and IRS e-Filing
or individual steps along the way. Our smart, flexible, and dedicated
ACATech software guarantees compliance and works seamlessly with
all existing data formats and other business management systems
not focused exclusively on ACA Compliance.
Visit benefitscape.com or call Kim Phillips at 508-655-3307.
For more information on how Wells Fargo partners with state
governments, please contact:
Mark Jensen
Regional Vice President
602-378-6865 • mark.a.jensen@wellsfargo.com
www.cherryroad.com Richard Grattan
Regional Vice President
Proud to be
Proud to be aa sponsor of the
sponsor of the 312-630-2240 • richard.grattan@wellsfargo.com
2018
2014 NASACT
NASACT Conference
Conference © 2018 Wells Fargo Bank, N.A. All rights reserved.
Member FDIC. PDS-1167011
23D A I LY S C H E D U L E
CS#20. Blockchain: Initiatives in Fintech & Delaware’s Pilot (Murano) Holger Ebert, Senior Vice President/Division Manager, Treasury Management,
Wells Fargo
Field of study: Information Technology
Beth Probst, Global Product Manager, Treasury Management Wells Fargo
This presentation will review the current state of Fintech software and technology
firms including traditional Fintech companies and banks, as well as startups who Anna Maria Kiehl, State Comptroller/Chief Accounting Officer (PA)
want to disrupt the industry. Security, scalability vs. performance, and the potential Moderator: Kirt Slaugh, Deputy State Treasurer (UT)
impact on transaction costs will be explored. While adoption on a massive scale has
not happened, the presentation will look at what the future could hold. Delaware CS#22. Combatting Improper Payments with Data Automation
will also describe a blockchain pilot project currently ongoing in the state. (Imperial D)
David Natelson, Vice-President, Government Solutions, First Data Field of study: Auditing (Governmental)
Kristopher Knight, Deputy Secretary of State (DE) Within more and more budget-constrained programs, there is a heightened focus
Moderator: Richard Eckstrom, Comptroller General (SC) on reducing improper payments and reducing fraud risk to ensure that programs
can achieve their mission. Waiting for an audit to identify improper payments
CS#21. Battle Armor to Combat Fraud (Envoy) isn’t enough to effectively stay on top of improper payments, uncover root causes,
monitor rates and meet federal expectations. In recent audits, Oregon's Audit
Field of study: Information Technology
Division identified key data analytics that can be used not only as a detective tool,
Electronic fraud has exploded and terms like imposter fraud, ransomware, account but also to proactively reduce improper payments and fraud through automation. In
take over fraud, cyber fraud, data breaches and social engineering proliferate our this session we’ll discuss opportunities for agencies to combat improper payments,
vocabulary. But battle armor is evolving and the pace of new tools being available data analytics for Medicaid and SNAP, and evolving your analytics program from
to fight fraud is increasing. This session will focus on practical applications of tried ad-hoc to automated.
and true methods, but will also consider how new tools, like account validation and
Nonie Dalton, Senior Product Manager, ACL
artificial intelligence, are enhancing the available battle armor.
Kathy Davis, Staff Auditor, Division of Audits (OR)
Eli Ritchie, Staff Auditor, Division of Audits (OR)
Moderator: Pola Buckley, State Auditor (ME)
public.sector@mastercard.com
www.mastercard.com
workday.com
241:55 P.M. – 2:05 P.M. CS#24. State Bond Ratings: Changing Criteria & the Impact Ratings
ROOM CHANGE Have on Bond Pricing (Envoy)
Field of study: Finance
2:05 P.M. – 2:55 P.M.
This session will discuss the various types of investors and the impact ratings have
CONCURRENT SESSIONS on each type versus their own internal credit analysts. Are investors stopping at the
CS#23. Missed Opportunity: Leveraging Transparency to its Full rating (and obviously there are some instances where the answer is yes once you get
Potential (Imperial C) to a certain rating level) or do they look at the credit fundamentals?
Field of study: Finance John Loffredo, Executive Managing Director, Co-Chief Investment Officer,
MacKay Shields
Transparency is everywhere. But that doesn't mean it has reached its full potential.
To date, the focus has been external. But what about the internal benefits of Sue Perez, Deputy Treasurer (MA)
transparency? West Virginia State Auditor JB McCuskey and OpenGov CEO Zac David Andersen, Managing Director and Head of Municipal Underwriting and
Bookman will explore how West Virginia—which "has undergone a meteoric rise" Trading, Bank of America Merrill Lynch
and recently received top honors in the U.S. PIRG's 2018 report Following the Money—
is using transparency to build public trust, and how numerous governments across Moderator: James MacDonald, First Deputy Treasurer, Office of State Treasurer
the U.S. are becoming more transparent internally to improve collaboration, make (MA)
more informed decisions and drive better outcomes.
CS#25. Fiscal Stress Monitoring System & Water Infrastructure
Zachary F. Bookman, CEO, OpenGov (Imperial D)
John B. McCuskey, State Auditor (WV) Field of study: Auditing (Governmental)
Moderator: Cheryl Grey, Administrator, State Financial Services Division (MT) In this session, the Office of the New York State Comptroller will discuss two recent
initiatives: Fiscal Monitoring System and water infrastructure research reports.
Implemented in 2013, the Fiscal Stress Monitoring System evaluates the financial
condition of all local governments and school districts in the state, serving as an
early warning system for those with financial issues to avert a fiscal crisis. It was
named by Harvard's Kennedy School of Government in 2017 as one of the top 25
innovative programs in the country. This session will highlight how the system
works and recent trends.
Ratings insights for navigating
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