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Idaho Centennial Chapter PDT 4/22-4/23 & Infor Financial Symposium 4/24

Tuesday, Apr 22, 2025 at 8:00 AM to Thursday, Apr 24, 2025 at 5:00 PM MDT

Galaxy Event Center at Wahooz, 1385, South Blue Marlin Lane, Meridian, ID, 83642, United States

1. Select Seats

2. Review and Proceed

Event Information

Tuesday, Apr 22, 2025 at 8:00 AM to Thursday, Apr 24, 2025 at 5:00 PM MDT

Galaxy Event Center at Wahooz, 1385, Meridian, ID, 83642, United States.

The Idaho Centennial Chapter is proud to present the 2025 PDT from 4/22-4/23. The event offers 16 CPEs.

Speakers include those from Infor, State Controller's Office, 

This is a live event. 

Prices are currently discounted $50.00 until 3/31/25. Starting 4/1/25 discounted prices will no longer be available. 

 

This year in conjunction with the PDT, a one-day symposium for state fiscal professionals will be held on 4/24.  The symposium will focus on various Luma-specific topics. The price for this is $20.

Each agency is allocated a specific number of seats due to limited seating capacity, If there are no available seats for your agency, you will receive an email informing you that you have been placed on a waiting list. On April 11, 2025, any unreserved seats will be assigned to individuals on the waiting list in the order in which registrations were received.

Event Location

About Organizer

Idaho Centennial Chapter Organizer name

Speakers

About me: Married, father of 3 living in coastal Connecticut, one of the highest tax states in the country. One great vacation per year is all I ask.

More about my point of view: When it comes to reporting, my mantra is to build with the end in mind. Always ensure that what you are creating will support the front end as well as the end of the process including reporting.

Why I come to work: My passion is to make the solution as robust as possible for the success of our customers with room for flexibility but with the mindset of industry practices baked in. Coming from implementations, I can relate to the issues facing our customers and want to make the experience better.

My journey so far: 25 years with the Infor Lawson and FSM solutions first as a customer, then an implementer, and now as Director of Product Management.








About Ron Newberry
Director Product Management - Financials
Infor
Apr 23, 2025
01:55 PM

Future Roadmap

01:55 PM - 02:45 PM






About Mark Mitchell
AGA President-Elect
AGA
Apr 22, 2025
08:10 AM

Leadership Development: The Transition from the Private Sector to the Government Sector

08:10 AM - 09:00 AM
01:00 PM

Assuring the Achievment of Agency Objectives

01:00 PM - 01:50 PM

Valerie Bollinger is the Administrator of the Idaho Division of Purchasing and the state’s Chief Procurement Officer. She began her career with the state as a Buyer in U of I’s Contracts and Purchasing Services Office. In 2014, Valerie joined the Division of Purchasing as a Buyer. She became the State Purchasing Manager in 2016, and the Administrator of the division (including the state central procurement office and Federal Surplus Property program) in 2020. Valerie is passionate about using the procurement function to help support the state’s strategic objectives and ensure responsible use of taxpayer dollars. At DOP, our mission is to help agencies meet their missions, for the benefit of the public.

Valerie is the President of the National Association of State Procurement Officials (NASPO) Board of Directors for 2024 and has served in leadership positions within NASPO since 2016. Prior to coming to Idaho, Valerie practiced law for 2 years in Pittsburgh. When she’s not writing procurement policy, negotiating contracts, or presenting at NASPO conferences, Valerie enjoys spending time with her husband and 5 furry kids (3 dogs and 2 cats), watching hockey and English football (soccer), traveling, and visiting the mountains.

About Valerie Bollinger
Director of Division of Purchasing
Department of Administration
Apr 22, 2025
01:55 PM

Purchasing Practices

01:55 PM - 02:45 PM

About Frank DeCarvalho
Learning and Development Manager
Division of Human Resources
Apr 22, 2025
03:05 PM

Wellness Awareness

03:05 PM - 04:45 PM

Gerry began his career with Eide Bailly in May 2024 after having retired (February 1, 2024) with nearly 30 years of service from the Tennessee Comptroller of the Treasury, Division of State Audit. He is a Certified Public Accountant, a Certified Government Financial Manager (CGFM), and a Chartered Global Management Accountant (CGMA).He was TN State Audit’s Technical Manager for 24 of those nearly 30 years and served as a representative of the National Association of State Auditors, Comptrollers, and Treasurers (NASACT) by observing and writing an account of the GASB meetings.He serves or served as a member of the following professional organizations:


AICPA: Auditing Standards Board for a three-year term (January 2015-January 2018) and its Audit Issues Task Force (AITF), Group Audits and Other Information task forces

NASACT and National State Auditors Association (NSAA): Represented TN State Audit on the Single Audit, Auditing Standards and Reporting (ASRC), and Peer Review Committees (served as a Vice Chair for both the Single Audit and ASRC committees); Committee on Accounting, Reporting, and Auditing (CARA – 24 years), and Pension Audit Issues and Leases Implementation Working Groups

AGA: National Governing Board (NGB 2020-22) as AGA National President and President-elect, Leadership Development Committee (2022-23), Financial Management Standards Board (2020-current), Past National President/Treasurer Council (PNP/PNT), Professional Certification Board (PCB 2007-14) and as PCB Chair (2010-14), National Executive Committee (now NGB) because of being the PCB Chair (2010-14), Governance Committee (2015-19) and Chair (2017-18), Nashville AGA Chapter President (2006-07), Southeast Regional Vice President (RVP 2015-16) and National Nominating Committee

Government Finance Officers Association's (GFOA): Accounting, Auditing, and Financial Reporting Committee (AAFRC) for two three-year terms (2004-2009), the Special Review Committee for its certificate of achievement program (24 years), and the GAAFR (Blue Book) Working Group (2019-24).

Tennessee Government Executive Institute: 2011 alumnus

GASB: OPEB and Revenue and Expense Recognition (RER) task forces

GAO: Single Audit working group


He has a BA degree in accounting with a German minor from Murray State University (MSU) in

About Gerry Boaz
Director
Eide Bailly
Apr 23, 2025
10:15 AM

Charting the Course: Essential Updates to GAO, AICPA, and GASB Stanards

10:15 AM - 11:55 AM












About Dr. H Steve Leslie
Associate Professor of Business Communication
Arkansas State University
Apr 23, 2025
03:05 PM

Think Before You Thought: Mastering Effective Workplace Communication

03:05 PM - 04:45 PM






About Mark Cowan
Professor of Accountancy
Boise State University
No Sessions Available
About Dr. Lela "Kitty" Pumphrey
Professor
Arkansas State University
Apr 22, 2025
11:05 AM

Ethics

11:05 AM - 11:55 AM
About Lee Miller
Partner
Eide Bailly
Apr 22, 2025
11:05 AM

Ethics

11:05 AM - 11:55 AM
Alan Skelton was named director of research and technical activities of the Governmental Accounting Standards Board (GASB), effective April 1, 2021. In his role as GASB director, he leads the staff and serves as the principal advisor to the chair and Board. Immediately prior to joining the GASB, Mr. Skelton was the state accounting officer for the state of Georgia, a position he was initially appointed to by the governor in 2012. He was reappointed to the role in 2019. As state accounting officer, Mr. Skelton provided accounting leadership for the state of Georgia, including oversight of statewide financial reporting, issuing accounting policy and application interpretations of Generally Accepted Accounting Principles, and implementing business process improvements. He served as deputy state accounting officer from 2009 to 2012. Previously, Mr. Skelton had more than a decade of experience in public accounting, primarily with Ernst & Young. Mr. Skelton served on the GASB’s advisory council—the Governmental Accounting Standards Advisory Council—from 2015 to 2021, including as its vice chair since 2018. He is a graduate of Florida State University and a certified public accountant.
About Alan Skelton
Director
GASB
Apr 22, 2025
09:05 AM

GASB Update

09:05 AM - 10:45 AM
Brandon Woolf, Idaho’s 21st State Controller, was elected by the citizens of Idaho to the position in November of 2014 and re-elected in 2018 and 2022. Brandon started at the State Controller’s Office in 1997 as an intern and quickly rose through the ranks prior to his appointment. Brandon grew up and attended school in Preston, Idaho, merited the rank of Eagle Scout, graduated from Utah State University with a Bachelor of Arts in Political Science (Cum Laude) and a minor in Dutch, and earned a Master of Business Administration from Boise State University. In 1994, he married Janalee Balls, who also hails from Preston and they have three adult children. Brandon recently completed a year’s service as the President of the National Association of State Comptrollers’ (NASC) executive committee and is currently the 1st Vice Chair for the National Association of State Auditors, Comptrollers, and Treasurers’ (NASACT).
About Brandon Woolf
Controller
Office of the State Controller
Apr 23, 2025
08:10 AM

Ethical Scenarios

08:10 AM - 09:00 AM
April Renfro has a bachelor's degree in accounting and a master of business administration degree, both from Boise State University. April received her CPA license in 1997. She started in the Audits Division in 1994 as a staff auditor, taking a few years away to work in a family business from 1997 until 2001. April returned in 2001 and worked on a variety of audits, including several years a managing auditor before taking on the Legislative Auditor and Legislative Audits Division Manager position in April 2012. She is also active in the National Association of State Auditors, Comptrollers, and Treasurers (NASACT) and currently serves on the executive committee for both the National State Auditors Association and NASACT where she enjoys the opportunity to ensure Idaho has a voice in the government auditing community. April enjoys living in the small town of Horseshoe Bend with her husband and pets. She has three daughters, as well as a grandson and granddaughter.
About April Renfro
Legislative Auditor
Legislative Services Office
Apr 23, 2025
01:00 PM

Rules, Rules, Rules: Otherwise Known as Compliance

01:00 PM - 01:50 PM

Event Schedule

Session Date
Clear all ×

Sessions on Apr 22, 2025

07:30 AM

Breakfast

07:30 AM - 08:00 AM
08:00 AM

Welcome

08:00 AM - 08:10 AM
08:10 AM
    speaker

    Mark Mitchell

    AGA President-ElectAGA






    SocialLink
    09:05 AM

    GASB Update

    09:05 AM - 10:45 AM
      speaker

      Alan Skelton

      DirectorGASB
      Alan Skelton was named director of research and technical activities of the Governmental Accounting Standards Board (GASB), effective April 1, 2021. In his role as GASB director, he leads the staff and serves as the principal advisor to the chair and Board. Immediately prior to joining the GASB, Mr. Skelton was the state accounting officer for the state of Georgia, a position he was initially appointed to by the governor in 2012. He was reappointed to the role in 2019. As state accounting officer, Mr. Skelton provided accounting leadership for the state of Georgia, including oversight of statewide financial reporting, issuing accounting policy and application interpretations of Generally Accepted Accounting Principles, and implementing business process improvements. He served as deputy state accounting officer from 2009 to 2012. Previously, Mr. Skelton had more than a decade of experience in public accounting, primarily with Ernst & Young. Mr. Skelton served on the GASB’s advisory council—the Governmental Accounting Standards Advisory Council—from 2015 to 2021, including as its vice chair since 2018. He is a graduate of Florida State University and a certified public accountant.
      SocialLink
      10:45 AM

      Break

      10:45 AM - 11:05 AM
      11:05 AM

      Ethics

      11:05 AM - 11:55 AM
        speaker

        Dr. Lela "Kitty" Pumphrey

        ProfessorArkansas State University
        SocialLink
        speaker

        Lee Miller

        PartnerEide Bailly
        SocialLink
        11:50 AM

        Lunch

        11:50 AM - 01:00 PM
        01:00 PM
          speaker

          Mark Mitchell

          AGA President-ElectAGA






          SocialLink
          01:55 PM

          Purchasing Practices

          01:55 PM - 02:45 PM
            speaker

            Valerie Bollinger

            Director of Division of PurchasingDepartment of Administration

            Valerie Bollinger is the Administrator of the Idaho Division of Purchasing and the state’s Chief Procurement Officer. She began her career with the state as a Buyer in U of I’s Contracts and Purchasing Services Office. In 2014, Valerie joined the Division of Purchasing as a Buyer. She became the State Purchasing Manager in 2016, and the Administrator of the division (including the state central procurement office and Federal Surplus Property program) in 2020. Valerie is passionate about using the procurement function to help support the state’s strategic objectives and ensure responsible use of taxpayer dollars. At DOP, our mission is to help agencies meet their missions, for the benefit of the public.

            Valerie is the President of the National Association of State Procurement Officials (NASPO) Board of Directors for 2024 and has served in leadership positions within NASPO since 2016. Prior to coming to Idaho, Valerie practiced law for 2 years in Pittsburgh. When she’s not writing procurement policy, negotiating contracts, or presenting at NASPO conferences, Valerie enjoys spending time with her husband and 5 furry kids (3 dogs and 2 cats), watching hockey and English football (soccer), traveling, and visiting the mountains.

            SocialLink
            02:45 PM

            Break

            02:45 PM - 03:05 PM
            03:05 PM

            Wellness Awareness

            03:05 PM - 04:45 PM
              speaker

              Frank DeCarvalho

              Learning and Development ManagerDivision of Human Resources

              SocialLink

              Sessions on Apr 23, 2025

              07:30 AM

              Breakfast

              07:30 AM - 08:00 AM
              08:00 AM

              Welcome

              08:00 AM - 08:10 AM
              08:10 AM

              Ethical Scenarios

              08:10 AM - 09:00 AM
                speaker

                Brandon Woolf

                ControllerOffice of the State Controller
                Brandon Woolf, Idaho’s 21st State Controller, was elected by the citizens of Idaho to the position in November of 2014 and re-elected in 2018 and 2022. Brandon started at the State Controller’s Office in 1997 as an intern and quickly rose through the ranks prior to his appointment. Brandon grew up and attended school in Preston, Idaho, merited the rank of Eagle Scout, graduated from Utah State University with a Bachelor of Arts in Political Science (Cum Laude) and a minor in Dutch, and earned a Master of Business Administration from Boise State University. In 1994, he married Janalee Balls, who also hails from Preston and they have three adult children. Brandon recently completed a year’s service as the President of the National Association of State Comptrollers’ (NASC) executive committee and is currently the 1st Vice Chair for the National Association of State Auditors, Comptrollers, and Treasurers’ (NASACT).
                SocialLink
                09:55 AM

                Break

                09:55 AM - 10:15 AM
                10:15 AM
                  speaker

                  Gerry Boaz

                  DirectorEide Bailly

                  Gerry began his career with Eide Bailly in May 2024 after having retired (February 1, 2024) with nearly 30 years of service from the Tennessee Comptroller of the Treasury, Division of State Audit. He is a Certified Public Accountant, a Certified Government Financial Manager (CGFM), and a Chartered Global Management Accountant (CGMA).He was TN State Audit’s Technical Manager for 24 of those nearly 30 years and served as a representative of the National Association of State Auditors, Comptrollers, and Treasurers (NASACT) by observing and writing an account of the GASB meetings.He serves or served as a member of the following professional organizations:


                  AICPA: Auditing Standards Board for a three-year term (January 2015-January 2018) and its Audit Issues Task Force (AITF), Group Audits and Other Information task forces

                  NASACT and National State Auditors Association (NSAA): Represented TN State Audit on the Single Audit, Auditing Standards and Reporting (ASRC), and Peer Review Committees (served as a Vice Chair for both the Single Audit and ASRC committees); Committee on Accounting, Reporting, and Auditing (CARA – 24 years), and Pension Audit Issues and Leases Implementation Working Groups

                  AGA: National Governing Board (NGB 2020-22) as AGA National President and President-elect, Leadership Development Committee (2022-23), Financial Management Standards Board (2020-current), Past National President/Treasurer Council (PNP/PNT), Professional Certification Board (PCB 2007-14) and as PCB Chair (2010-14), National Executive Committee (now NGB) because of being the PCB Chair (2010-14), Governance Committee (2015-19) and Chair (2017-18), Nashville AGA Chapter President (2006-07), Southeast Regional Vice President (RVP 2015-16) and National Nominating Committee

                  Government Finance Officers Association's (GFOA): Accounting, Auditing, and Financial Reporting Committee (AAFRC) for two three-year terms (2004-2009), the Special Review Committee for its certificate of achievement program (24 years), and the GAAFR (Blue Book) Working Group (2019-24).

                  Tennessee Government Executive Institute: 2011 alumnus

                  GASB: OPEB and Revenue and Expense Recognition (RER) task forces

                  GAO: Single Audit working group


                  He has a BA degree in accounting with a German minor from Murray State University (MSU) in

                  SocialLink
                  11:50 AM

                  Lunch

                  11:50 AM - 01:00 PM
                  01:00 PM
                    speaker

                    April Renfro

                    Legislative AuditorLegislative Services Office
                    April Renfro has a bachelor's degree in accounting and a master of business administration degree, both from Boise State University. April received her CPA license in 1997. She started in the Audits Division in 1994 as a staff auditor, taking a few years away to work in a family business from 1997 until 2001. April returned in 2001 and worked on a variety of audits, including several years a managing auditor before taking on the Legislative Auditor and Legislative Audits Division Manager position in April 2012. She is also active in the National Association of State Auditors, Comptrollers, and Treasurers (NASACT) and currently serves on the executive committee for both the National State Auditors Association and NASACT where she enjoys the opportunity to ensure Idaho has a voice in the government auditing community. April enjoys living in the small town of Horseshoe Bend with her husband and pets. She has three daughters, as well as a grandson and granddaughter.
                    SocialLink
                    01:55 PM

                    Future Roadmap

                    01:55 PM - 02:45 PM
                      speaker

                      Ron Newberry

                      Director Product Management - FinancialsInfor

                      About me: Married, father of 3 living in coastal Connecticut, one of the highest tax states in the country. One great vacation per year is all I ask.

                      More about my point of view: When it comes to reporting, my mantra is to build with the end in mind. Always ensure that what you are creating will support the front end as well as the end of the process including reporting.

                      Why I come to work: My passion is to make the solution as robust as possible for the success of our customers with room for flexibility but with the mindset of industry practices baked in. Coming from implementations, I can relate to the issues facing our customers and want to make the experience better.

                      My journey so far: 25 years with the Infor Lawson and FSM solutions first as a customer, then an implementer, and now as Director of Product Management.








                      SocialLink
                      02:45 PM

                      Break

                      02:45 PM - 03:05 PM
                      03:05 PM
                        speaker

                        Dr. H Steve Leslie

                        Associate Professor of Business CommunicationArkansas State University












                        SocialLink

                        Sessions on Apr 24, 2025

                        08:15 AM

                        GL impact across modules

                        08:15 AM - 08:45 AM
                        08:50 AM

                        Subsystems/Modules

                        08:50 AM - 10:20 AM
                        10:35 AM

                        Navigating the GL

                        10:35 AM - 11:25 AM
                        10:40 AM

                        Infor Roadmap

                        10:40 AM - 12:40 PM
                        01:00 PM

                        Reporting: In system

                        01:00 PM - 02:00 PM
                        02:05 PM
                        03:10 PM

                        ACFR-identified issues

                        03:10 PM - 03:40 PM
                        03:55 PM

                        Projects and Grants

                        03:55 PM - 04:55 PM