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. Please register no later than Thursday, May 12 in order to receive lunch.
REMINDER: You must be a paid member at the time of the event to earn CPE credits.
8:00 Portfolio Construction Workshop (1 hr - TB)
Presented by Richard Pengelly, CFA, CIMA, CTP, PFM Asset Management
9:00 Current Municipal Market Conditions and Evolving Trends in the FL Municipal Debt Market (1 hr - TB)
Presented by Jeremy Niedfeldt, Laura Howe, and Jay Glover, PFM Asset Management
10:00 Fundamentals of Internal Controls (2 hrs - AA)
Presented by Jamie Roberson, CGFO, Osceola County Clerk of the Courts, Kelvin Soto, Esq. and Shannon Chessman, CPA, CGFO, Palm Beach County's Clerk of the Circuit Court & Comptroller, Joseph Abruzzo.
12:00 Annual Meeting & Budget Approval
12:15 – Boxed Lunch (provided)
1:00 Health Plans Uncovered: How to Avoid Danger Zones While Creating Value (2 hrs - TB)
Presented by G. Scot Grooms, CEBS, Grooms Benefit Solutions and Dan Ross, Med-Vision, LLC
3:00 pm - ACFR Preparation and Common Deficiencies (2 hrs - AA)
Presented by Donna Collins, Milestone Professional Services, Inc.
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)