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  • 2018 Annual Meeting

2018 Annual Meeting

  • Friday, March 30, 2018
  • 8:00 AM - 5:00 PM
  • Orange County Administration Building



This is the annual meeting of the Central Florida Chapter. A boxed lunch will be provided and the four sessions will provide eight hours of CPE. Please register and mark your lunch selection if you plan on attending. Your lunch selection will help with ordering quantities and will not guarantee that you get a particular selection.   

REMINDER:  You must be a paid member at the time of the event to earn CPE credits.


8:00 Data Analytics (2 hrs - TB )

   Presented by Lance Schmidt, CliftonLarsonAllen LLP

10:00 Municipal Bond Market Update/Types of Financiing (2 hrs - TB)

   Presented by Julie Santamaria, RBC Capital Markets

12:00  Annual Meeting & Budget Approval

        Recommended Slate of Officers – Kurt Petersen

     President – Kurt Petersen, CGFO – Orange County Government 

     President Elect – Nanette Melo, – Orange County Government

     Treasurer – Jerry Gray – City of Maitland

     Secretary – Sheila Jones – City of Orlando

     Past President – Jason Loschiavo, CPA – MetroPlan Orlando


     1.  Gita Sookdeo– City of Orlando

     2.  Carl Anderson - Orange County Comptroller's Office

     3.  Vacant


12:15 – Boxed Lunch (provided)

1:00  Deferred Compensation Committee Fiduciary Duties (2 hrs - TB)

   Presented by Rodney Walton, Florida League of Cities   

3:00 pm - Economic Update and Investment Strategies and the Impact of Rising Interest Rates  (2 hrs - TB)

   Presented by John Grady, Public Trust Advisors

Orange County Administration Building
Board of County Commissioner Chambers
201 S. Rosalind Avenue
Orlando, FL 32801


Self parking is available in the parking garage directly across the street from the entrance - enter from Liberty Avenue         (the rate is $2 per hour; $15 maximum)

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