2020 COLOTRUST Public Funds Virtual Seminar

We are excited to host the first-ever virtual COLOTRUST Public Funds Seminar on October 28 and 29, 2020. Join us for two informative days of learning; this is a great opportunity to enhance your knowledge of managing public funds, governmental accounting, and personal development. There are no prerequisites or advanced preparation necessary. The webinar is free of charge, so save your spot today. Please note: this seminar was intended to be a group-live event but has since been transposed to a group Internet-based format due to the ongoing COVID-19 pandemic.

To register for the entire seminar, click the button below. If you’d just like to attend an individual session, click the button directly below the course description.

Click Here to Register for the Webinar


 Day One – October 28

With 85% of the global workforce reported as disengaged, we are in critical need of a transformative solution to burnout. In this session, we discuss the origin of burnout as it relates to the evolution of human consciousness. The session will outline where we are headed in the next era of work and will end by offering practical ways that attendees can begin shifting their own workplace roles to better suit their gifts, passions, and needs.

At the end of this session, attendees should be able to reiterate a new framework for the origin of burnout as it relates to the evolution of human consciousness, describe the future of work through the lens of an elevated level of human consciousness, and define their own gifts, passions, and needs as we define at least one action step that will enhance their quality of life at work.

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Audits are a fact of life in government, and having a good working relationship with your auditor can make everyone’s lives much easier. This session will provide attendees the opportunity to understand and consider this dynamic from both the client and auditor perspectives.

At the end of this session, attendees will possess a deeper understanding of the overall importance of public sector audit activity to effective governance as well as the key elements needed to maximize the value the audit activity provides to all levels of the public sector. When cultivated in an effective manner, the auditor-client relationship can result in more efficient and transparent governance.

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This session will provide attendees with the framework to understand and evaluate key fundamentals for investment grade corporate credit issuers and better understand rating migration risk.

At the end of this session, attendees will gain a stronger understanding of the importance of both top-down and bottom-up fundamental analysis used to determine the strength of corporate credit issuers and gain a better understanding of the core and supplemental credit rating metrics implemented by the Nationally Recognized Statistical Rating Organizations (NRSRO).

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Day Two – October 29

The presentation will take a detailed look at the national and state economic conditions in 2020 and beyond. What type of economic recovery should we expect? What industries are least and most impacted? What possibilities are there for more permanent economic change as a result of this disruption?

At the end of this session, attendees will gain a better understanding of the current state of the national economy and policy, current assessment of the state economy, potential recovery paths, and disruption and change that could become more permanent.

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Speaker Biographies

As the founder Deep Practices Consulting, Dr. Newburgh works with organizational teams, couples, and individuals to resolve conflict in order to live and work harmoniously in community. While Kate as has held roles in a variety of industries, her deepest gift is in helping others find and express the voice of their heart. She is the author of numerous peer-reviewed articles, writes a popular blog on leadership, and is the author of the book Universal Leadership. A former educator and current researcher, Dr. Newburgh earned her Ph.D in Curriculum and Instruction from the University of Denver with a focus on the systemic nature of burnout. Dr. Newburgh is a leading writer in leadership and organizational culture on Medium.

Samantha is the Chief Financial Officer for Durango School District 9-R; she has nearly 15 years of experience working in finance and accounting roles for Colorado school districts. Having worked in a variety of account roles for large auditing firms in Denver, she is a seasoned government finance professional who brings the perspective and lessons of the private sector to her role. Prior to joining the District, she most recently served as Director of Technical Accounting and Treasury for Denver Public Schools where she was responsible for the district’s annual financial audit, district grants, and accounts receivable. Samantha received a Bachelor of Arts in Accounting from Fort Lewis College and is a Certified Public Accountant. She currently serves as the Secretary/Treasurer for the Colorado Association of School Business Officials.

Marcelo is a Credit Research Analyst for Public Trust where he is responsible for the fundamental credit analysis of corporate issuers through due diligence, sector and issuer research, conducting proprietary analysis, and writing reports for new initiations as well as credit reviews for the healthcare, energy, and consumer discretionary sectors. Prior to joining Public Trust, he most recently held the position of Credit Research Analyst for Great-West Financial where he performed fundamental credit analysis and reviews on investment-grade corporate issuers and provided rating change recommendation. Marcelo additionally worked for CenturyLink as a Lead Financial Analyst and S&P Global Market Intelligence as a Financial Research Analyst. He received a Bachelor of Science in Finance from the Metropolitan State University of Denver, is a CFA charterholder, and is a member of both the CFA Society of Colorado and the CFA Institute.

Dr. Richard Wobbekind is Associate Dean for Business and Government Relations, Associate Professor of Business Economics and Finance, and Faculty Director of the Business Research Division at the Leeds School of Business at the University of Colorado at Boulder. He participates annually in the Kansas City Federal Reserve Bank Regional Economic Roundtable and is a contributor to the Western Blue Chip forecast newsletter and the National Association for Business Economics (NABE) economic outlook and policy surveys. Dr. Wobbekind is a member of the Governor’s Revenue Estimating Advisory Committee and the Boulder Economic Council. He serves as a board member for the Western Regional Science Association and is frequently interviewed by local and national broadcast as well as print media. Dr. Wobbekind received a Bachelor of Arts in Economics from Bucknell University and a Master of Arts and Ph.D. in Economics from the University of Colorado – Boulder.

Public Trust Advisors, LLC 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 the 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: www.nasbaregistry.org.