21 ST ANNUAL SPRING TRAINING SEMINAR

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1 21 ST ANNUAL SPRING TRAINING SEMINAR Dedicated to our Past President, Board Member and dear friend Donald J. Miklus WALTHAM, MA April 11-12, 2013

2 SPECIAL DEDICATION The Annual Spring Seminar is dedicated to Don Miklus, who passed away unexpectedly in February, Don was the Finance Director for the Town of Westport, CT having joined the Town s staff in During his 42 year career with the Town, Don was highly regarded for his municipal finance abilities and was most proud of the Town s Aaa bond rating. Don was a long time Executive Board member of the NESGFOA and served as the Association s President in Don was instrumental in establishing the annual training seminar for the NESGFOA. He felt that the members of the Association would greatly benefit from a two day program that focused on key issues of public finance. It is in this spirit that the Executive Board has named this seminar The Donald J. Miklus Annual Training Seminar.

3 Preparing for Health Care Reform Thursday, April 12 ROBERT LINDBERG Robert Lindberg has been active in the employee benefits field since Starting as an Underwriter with Connecticut General, he transitioned to an advisory role in 1985, joining Lindberg & Ripple as head of their benefits operation. He works primarily with larger employers, many of which are Public Sector plan sponsors, specializing in self-funded plan management. He is a Managing Principal of Lindberg & Ripple and active in professional groups. He resides in East Granby CT with his wife and four sons. JOSEPH SPURGEON Joe Spurgeon has been active in the employee benefits field since Starting in Underwriter and Sales with Anthem Blue Cross and Blue Shield, he transitioned to an advisory role in 2005, joining Lindberg & Ripple as an associate in their benefits operation. He works primarily with larger employers, most of which are Public Sector plan sponsors, specializing in self-funded plan management. Joe has particular interest is collective bargaining and is a strong advocate of HDHP plans and comprehensive wellness programs. He resides in East Haddam CT with his wife and two sons and is an active volunteer in the community. GASB 67& 68 DAVE DRISCOLL David Driscoll is a principal and consulting actuary at Buck Consultants, where he serves as National Public Sector Consulting Leader. He consults to a wide variety of public- sector clients. He qualified as a Fellow of the Society of Actuaries in 1994 and an enrolled actuary under ERISA in He holds a baccalaureate degree from Indiana University and a master s degree from the University of Rochester. From 2003 through 2006, David served as a member of the Pension Committee of the Actuarial Standards Board, which develops and maintains the Actuarial Standards of Practice applicable to pension actuarial work in the United States. In 2011, he was elected to the Pension Section Council of the Society of Actuaries.

4 Discovering our Differences CARL WEBER Carl Weber, Director of Member Services at the New Hampshire Public Risk Management Exchange (Primex 3 ) has worked in local government for more than ten years, and once upon a time was a search and rescue swimmer for the US Navy. Carl holds Bachelors Degrees in Political Science & Community Development and a Master s Degree in Public Policy. Carl is a Certified Professional Behavioral Analyst (CPBA) and Certified Professional Values Analyst (CPVA). Carl regularly teaches on human factors and the relationship of behavior and leadership styles, as well as motivation, coaching, leadership challenges, and failing as a leader. His passion is to help leaders in their lifelong journey to finish well, to combat and work with their inner voice, and to live a meaningful story worth reading. Carl lives in Southern New Hampshire with his wife Amanda and together they are raising a small tribe of four young (somewhat crazy) women with the goal of unleashing them on the world to change it for the better. Federal Budget Sequestration HENRY HENDERSON Henry W. Henderson is a Director in the state and local government group within Corporate and Government Ratings at Standard and Poor s. He focuses on the states and public higher education sector, and is the primary analyst for 11 states and has been with Standard & Poor s since Henry has extensive experience analyzing utility revenue debt, appropriation debt, and short-term obligations, and has been a sector leader for state revolving funds and charter schools. Before joining Standard & Poor's, Henry was a Senior Financial Analyst at the finance division of the New York City Council, where he focused on property tax forecasting and housing policy. Henry is a member of the Boston Municipal Analysts Forum and the National Federation of Municipal Analysts. Henry has a bachelor of science degree in Sociology/Psychology from Rutgers University in New Brunswick, NJ and a master of science degree in Management and Urban Public Policy Analysis from the New School University Friday, April 12 Economic Update JAMES MARPLE James Marple is a Senior Economist at TD Bank Group. James works with a team of economists to provide analysis and forecasts for the American economy. He also

5 travels across North America speaking on economic trends and contributes to a wide variety of TD publications, writing on such topics as the housing market, inflation, and fiscal and monetary policy. James joined the Economics department at TD Bank Group in October He received his Master of Arts degree in Economics in 2005 OPEB Case Study JAY CONDON BA, Economics, University of Wisconsin, Madison, 1969, NROTC scholarship student. MBA, Wharton School, University of Pennsylvania, Work History: 1969 to 1974, commissioned officer, US Navy, resigned commission as Lt., USN to attend Wharton School, 1974 to to 1978, PCM Associates, Philadelphia, PA, consultant to 1982, Consolidated Rail Corporation (Conrail), Philadelphia, PA and Detroit, MI, various positions in planning and control to 1986, Philadelphia Suburban Corporation, Philadelphia, PA, diversified NYSE utility holding company, P & L responsibility, first as division head, then as Group VP to 1990, Utility Software Associates Corporation, co-founder and COO for computer software and services company offering business application software to domestic and foreign utilities to present, City of Brockton, MA, municipal government for city with population of 95,000, city s first CFO, including for school department, overseeing accounting and auditing, budgeting, information technology, payables and payroll, personnel including collective bargaining, revenue billing and collection, tax assessing, and treasury cash and debt issuance/management. BARRY S. EYRE Work History BS, Finance, New York University, NY MBA, Wharton School, University of Pennsylvania, to 1993 Kidder, Peabody & Co. New York Corporate Finance to 1999 Deutsche Bank, London Capital Markets Group.

6 Commerzbank, London - Capital Markets Group Real Estate Investor Providence, RI Founder of Saint John Stone Architectural Specification and Building Materials distribution Las Vegas, NV Shanghai, China, North Kingstown, RI present Vice President of New Business Development KTP Advisors, Newport, RI Thank you to all our speakers for taking time to share your expertise with our members.

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