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COLOTRUST 2021 In-Person Public Funds Seminar

We are excited to host the seventh annual COLOTRUST Public Funds Seminar in person on Thursday, September 23, 2021, at the Fossil Trace Golf Course in Golden from 9:00 a.m. – 4:00 p.m. Join us for an informative day of learning! This is a great opportunity to enhance your knowledge of public funds management, finance, and leadership. The overall program knowledge level for this group live seminar is basic, and there are no prerequisites or advanced preparation necessary. Attendees will be awarded up to five CPE credits through the National Association of State Boards of Accountancy (NASBA). Lunch will be provided, and the seminar is free of charge!

Please note: if you attended all four sessions of the COLOTRUST Public Funds Webinar on August 17 and 19, you will only be eligible to receive two credits at this in-person seminar, one leadership credit and one accounting credit.

We will be following the current CDC recommendations as well as all applicable state and local guidance. At this time, attendees who are fully vaccinated will not be required to wear a mask while those who are not fully vaccinated will be required to wear a mask. In concert with the Fossil Trace Golf Course, we will be limiting our capacity to allow for social distancing and 6 feet between each attendee. We ask that you do not attend if you have any COVID-related symptoms 72 hours prior to this event. Given the limited seats available, we recommend RSVPing as soon as possible.

Agenda

9:00 a.m.
Registration 

9:30 – 10:30 a.m.
Building a Culture of Excellence

Speaker: Brandon Young | Principal – Applied Leadership Partners 

Field of Study: Leadership | CPE Credit(s): One | Program Level: Basic | Pre-Requisites: N/A | Advanced Preparation: Please read this five-minute article ‘A Tale of Two Berets‘ prior to this session

Session Description: This session will address the timely organizational need to adjust to adversity as an organization. While strategy is important, culture is the glue that binds people together. Culture and capabilities must evolve to ensure relevance and effectiveness. Evolving to meet the needs of the time is a sign of strength; holding on to the past is a sign of fear (and that makes sense). Change is scary and costs something from everyone.

Learning Objective: At the end of this session, leaders will emerge ready to have a culture of purpose by building upon the past and growing toward the future. Leaders will understand the power of inviting others into the process of building a culture of excellence that prioritizes effectiveness and sustainability.


10:30 a.m. – 12:30 p.m.
Colorado State Economic & Budget Update

Speaker: Kate Watkins | Chief Economist – Legislative Council Staff

Field of Study: Economics | CPE Credit(s): Two | Program Level: Update | Pre-Requisites: N/A | Advanced Preparation: N/A

Session Description: This course will provide an update on Colorado’s economy and state General Fund budget and will present an overview of the evolving economic and policy landscape impacting state and local governments across Colorado. Attendees will gain insights on the disparate impacts of the pandemic-induced recession on various sectors of the state economy and the emergent trends expected to drive growth moving forward.

Learning Objective: At the end of this session, attendees will gain insights on emergent trends in the state economy and understand the impacts of the pandemic recession on the state. Attendees will also gain knowledge on new legislation and pending ballot measures impacting state and local government fiscal policy.


12:30 – 1:30 p.m.
Lunch 

1:30 – 2:30 p.m.
ESSER Funding – Specific Rules for Compliance Requirements

Speaker: Alex Fink, CPA and Dylan Garrison, CPA | BizOps Controller and Manager, State & Local Government Assurance – CliftonLarsonAllen LLP

Field of Study: Accounting | CPE Credit(s): One | Program Level: Overview | Pre-Requisites: N/A | Advanced Preparation: N/A

Session Description: This session will provide an overview of ESSER funding, specific compliance requirements, and other lessons learned from similar programs responding to COVID-19.

Learning Objective: At the end of this session, attendees will have a greater understanding of the specifics for the ESSER programs, compliance requirements to consider, and specific guidance given by the state and Federal government on handling all types of circumstances experienced through COVID-19 programs to date.


2:30 – 3:30 p.m.
The Importance of Credit Research

Speaker: Patrick Edler, CFA® | Credit Research Analyst, Public Trust Advisors, LLC

Field of Study: Finance | CPE Credit(s): One | Program Level: Overview | Pre-Requisites: N/A | Advanced Preparation: N/A

Session Description: This session will provide attendees with a comprehensive post-mortem on 2020 and the COVID-19 recession. The Credit Team will walk through what makes a black swan event, what alerted the credit team, how they approached the recession, and do a case study on a company.

Learning Objective: At the end of this session, attendees should have a better understanding of what a black swan event is, how the credit team handled the event, and the importance of a knowledgeable credit team.


3:30 – 4:00 p.m.
Reception

CPE credits will be distributed via email within one week of the seminar. Presentations will be available for download and distributed via email. 

Registration

Register for the In-Person 2021 COLOTRUST Public Funds Seminar!

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Speaker Biographies

Brandon is the Principal and Co-Founder of Applied Leadership Partners. Rooted in the application of sound leadership principles honed over decades of U.S. Army Special Operations, corporate, nonprofit, and social impact leadership, Applied Leadership Partners guides teams through growth, change, and adversity. They provide coaching, consulting, speaking, and team alignment workshops in order to build closely-knit, high-performing teams that thrive in a complex world. Prior to this, Brandon served as Chief Advancement Officer for the Tennyson Center for Children and as Director of Development for Team Red, White, and Blue.

Brandon is a former US Army Ranger and current business leader who leads with passion and integrity. He has spent more than 20 years building and leading teams to achieve mission and business objectives in complex environments. Across the military, corporate and non-profit sectors, Brandon inspires teams to achieve and overcome adversity. He is co-author of the Enriched Life Scale that is used by the Department of Defense to assess existing service members’ levels of physical and mental health, sense of purpose, authentic relationships, and engaged citizenship in order to influence a successful reintegration post-service. Brandon received a Bachelor of Science in Sociology and Criminology from the Colorado State University-Pueblo and is currently pursuing a Master of Divinity in Leadership from the Denver Seminary.

Kate is the Chief Economist for the Colorado state legislature’s nonpartisan research agency, Legislative Council Staff. Kate leads a team of economists who provide economic, revenue, and caseload forecasts as well as fiscal policy and equity impact analyses. These analyses inform the state budget and legislative decision-making in Colorado.

In the past, Kate served as a Regional Economist at the Denver Branch of the Federal Reserve Bank of Kansas City and as a Consultant with Booz Allen Hamilton where she provided economic and business analysis for various federal government agencies. Kate received a Master of Arts in Global Finance, Trade, and Economic Integration from the University of Denver, Korbel School of International Studies and a Ph.D. from Cornell University with research concentrations in economic and fiscal sociology.

Alex is a BizOps Controller for CliftonLarsonAllen in Colorado with industry-specialized knowledge in providing accounting services for metropolitan districts, urban renewal authorities, regional improvement authorities, towns, and other governmental entities. He has seven years of experience in public accounting including four years working within the State and Local Government Outsourcing group. Alex received a Bachelor of Science in Accounting and Business Administration from the University of Wisconsin and a Master of Science in Accounting from the University of Colorado, Denver. He is a Certified Public Accountant and a member of both the American Institute of Certified Public Accountants and the Colorado Society of Certified Public Accountants.

Dylan is a Manager in CliftonLarsonAllen’s state and local government assurance practice where he focuses on providing quality audits and excellent client service. He has more than six years of auditing experience including time devoted to governmental clients. Alex has served local governments of many types across the state of Colorado and beyond. He received a Bachelor of Science in Accounting from the University of Illinois, Springfield. Alex is a Certified Public Accountant and a member of both the American Institute of Certified Public Accountants and the Colorado Society of Public Accountants.

Patrick is a Credit Research Analyst for Public Trust where he is responsible for covering and providing counterparty research and analysis for companies in which portfolio management may invest. His sectors include corporates (industrials, technology, and insurance), government-sponsored enterprises, and municipals. Prior to joining Public Trust, Patrick most recently held the position of Financial Planning Analyst for AMG National Trust Bank where he conducted planning and analysis to provide tax, estate, and investment strategy advice to ultra-high net worth individuals and college endowments.

Patrick additionally worked for Allianz Global Automotive China as a Summer Analyst where he conducted in-depth market research on the Chinese auto insurance and manufacturing sector. He received a Bachelor of Science in Finance from Colorado State University and is a CFA charterholder.

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.