1. 2017 CGFOA Annual Education aNd Conference
Session Moderator
Training

2. Agenda Introduction Moderator Responsibilities / Timeline
Speaker Benefits
Moderator Benefits
Session Location Policies
Coaching Speakers
Forms
Equipment
Questions
Can we combine 3, 4, 5

3. Introduction Presenters Purpose
Cheryl Pattelli, CFO, City of Boulder – CGFOA Education Co-Chair
Catrina Asher, Finance Division Assistant Director, Boulder County - CGFOA Education Co-Chair
Kathy Velzen, CGFOA Administrator
Purpose
Prepare Moderators to complete the responsibilities of organizing an effective session
Resources on the CGFOA Website – Resources Tab - Session Moderator Resources Page
Conference Speaker Information Form (Google Form)
Conference Session Information Form (Google Form)
Annual Education Session Form (Google Form)
Conference Schedule - Visual
PowerPoint Presentation
Speaker Tips
Who is a Finance Officer

4. Moderator Responsibilities - Timeline
January
Annual Education Program Planned
Conference Program Planned
Sessions assigned to Moderator
Make sure you understand exactly what the committee is looking for in the session you have been assigned
Make note of any suggested speakers
Make note of general location (West Slope, I-70 Corridor, North Metro, South Metro, etc.) for Annual Education
Make note of suggested time of year for the session (Spring, Summer, Fall, etc.) for Annual Education
Make note of the suggested length of the session (length of session should be driven by CPE hours)
hours = Webcast = 2 CPE
3.5 hours = half day session = 4 CPE
6 – 8 hours = full day = CPE
Speakers are responsible for obtaining permission to reproduce copyrighted materials. Presentations must be received by us at no later than April 7, We do not provide printed copies for the event, yet provide attendees with a log-on at our website prior to the event to pick up and print any presentations they choose. You can send in pdf or PowerPoint format. All take-aways must also be received by this date if you want them included in the attendee distribution.

5. Moderator Responsibilities - Timeline
February
Obtain Annual Education Session speaker(s) to present the topic
Find 3 or 4 dates that work for the speaker during the suggested time of year
Avoid Mondays and Fridays if possible, though sometimes those are the best days for our generous instructors, especially if they will need to travel
Establish acceptable locations (generally) for the instructor (i.e. Montrose vs. Grand Junction)
Submit Annual Education Form (with all requested information) by March 1
Sessions being offered in February need to be planned immediately
Obtain Conference Session speaker(s) to present the topic on the date and time requested
Should a different time or date be requested, contact a Moderator from the same track at a different time or day and try to arrange a trade. Let Cheryl, Catrina, and Kathy know of any trades you have made.

6. Moderator Responsibilities - Timeline
March
If you are unable to find a speaker
Reach out to greater education committee community to ask for help
Reach out to Cheryl and Catrina for assistance
May
Finalize Conference Session Form with Speaker
Finalize Conference Speaker Form with Speaker
June
Submit Conference Session form by June 1
Submit Conference Speaker form by June 15
Speakers are responsible for obtaining permission to reproduce copyrighted materials. Presentations must be received by us at no later than April 7, We do not provide printed copies for the event, yet provide attendees with a log-on at our website prior to the event to pick up and print any presentations they choose. You can send in pdf or PowerPoint format. All take-aways must also be received by this date if you want them included in the attendee distribution.

7. Moderator Responsibilities - Timeline
September - October
Work with Speaker to ensure session is being developed as described by the committee
Coordinate panel member conference calls
November
Attend on-site Conference Moderator Training on Tuesday November 14, 2017
Moderate your session

8. Questions?

9. Speaker benefits Policies for paying Speakers are as follows:
As a not-for-profit organization, we do not typically pay speakers. A small honorarium can be paid ($100/$500) if that is what it takes to get the speaker.
It is an individual Moderator decision that we trust will be made with the best interests of CGFOA in mind
We will reimburse expenses and pay for mileage (current IRS rate)
Speakers should bill CGFOA for honorariums, expenses and mileage. The invoice may be sent via or US mail to the Administrator
Speakers receive a full free registration to the conference if they want to attend.
Panel members (meaning more than one speaker for a session) receive a $50 discount off of their full conference registration
Speakers are responsible for obtaining permission to reproduce copyrighted materials. Presentations must be received by us at no later than April 7, We do not provide printed copies for the event, yet provide attendees with a log-on at our website prior to the event to pick up and print any presentations they choose. You can send in pdf or PowerPoint format. All take-aways must also be received by this date if you want them included in the attendee distribution.

10. Moderator Benefits
Free Annual Education Session registration for you or a member of your staff at the session you moderate.
$100 discount on full conference registration provided ALL responsibilities are fulfilled within the timeframes established.
Speakers are responsible for obtaining permission to reproduce copyrighted materials. Presentations must be received by us at no later than April 7, We do not provide printed copies for the event, yet provide attendees with a log-on at our website prior to the event to pick up and print any presentations they choose. You can send in pdf or PowerPoint format. All take-aways must also be received by this date if you want them included in the attendee distribution.

11. Session Location NEEDS & Polices
We need locations for annual education sessions
Classroom seating for 25 – 50
Availability of AV equipment and internet access
Availability of local catering services
Required attendance by one entity employee
Attendee must pre-register (free registration)
Responsible for set up and take down/clean up of the room
Responsible for returning the room to business ready at the end of the class

12. Questions?

13. Effective Sessions – Coaching Speakers
Assist your Speaker(s) in creating an effective session
Top 5 Things Attendees Want:
Match session to description
Use case study or real life/business examples
To not be sold
Have enough content for full session
To be engaged in session
Match your session to the description you provided. If you need to change your description you would need to do that prior to March 20th.

14. Help Your Speaker Know Our Audience
Colorado Government Finance Officers Association
To improve the practice of governmental finance in Colorado
By employing consistent financial classification, and principles
By promoting ethical, high quality governmental service
To develop closer relationships and understanding among those concerned with public finance in Colorado by facilitating a system of networking, by promoting training and sharing of information among finance officers
By providing a forum for the discussion of common issues and problems

15. Forms Forms are all Google Forms and are filled out online
Annual Education Session Form – Due BY March 1st (only one form for the session)
Conference Session Form – Due BY June 1st
Conference Speaker Form – due BY June 15th
You may send a link to the forms to the Speaker, but we suggest it is more effective to call and walk them through the form to get the answers
This will also allow you to build rapport and answer any questions they have
Example – Treasury Technology Past, Present, Future – was all about workstations – so the title didn’t match the content
Be sure your description is matching your content
Any changes to your session descriptions – must be received by March 20th to Kim Lott

16. Annual Education Form – Due March 1, 2017

17. Annual Education Form – Due March 1, 2017

18. Annual Education Form – Due March 1, 2017
All forms are located at:
CGFOA Website
Resources Tab
Session Moderator Resources Page

19. Equipment Speakers provide own laptops
Session rooms will include a projector, screen (or white wall) and a podium or table
Additional AV needs to be requested on the forms submitted
Please be sure the paperwork submitted includes ALL pertinent information (i.e. speaker uses a Mac and needs an adaptor, etc.)

20. Questions?