Events



Upcoming events

    • Tuesday, May 17, 2022
    • 8:00 AM - 5:00 PM
    • Orange County Administration Building
    Register

    Information

    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.

    Sessions

    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.

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

    Parking

    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)

Past events

Friday, April 08, 2022 April 8, 2022 Chapter Meeting
Friday, November 22, 2019 November 22, 2019 Meeting
Friday, November 22, 2019 (copy) November 22, 2019 Meeting
Friday, September 27, 2019 September 27th Chapter Meeting
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