The following past meeting handouts have been made available for the benefit of PSFOA members:

2024

February 2024

• Ballot Measures and Public Disclosure Guidelines

2023

November 2023

• Fighting Fraud

October 2023

• BARS Update, GAAP and Cash

August 2023

• Local Government Financial Forecasting

July 2023

• AWC Legislative Update

June 2023

• ACH Fraud Risks

May 2023

• Economic and Revenue Forecast

February 2023

• Revenue Options for Cities

2022

November 2022

• Cyber Payments & Fraud Risk

July 2022

• AWC Legislative Update

June 2022

• Economic Update

May 2022

• Keys to Cash Handling: Internal Control Risk and Rewards

March 2022

• Finance Bootcamp

2021

December 2021

• Auditor's Office Update

November 2021

• Pandemic Lessons Learned

October 2021

GASB 87 - Leases

• PSFOA Leases Training
• Leases: Example Amortization Tables

August 2021

• Muni Finance Primer

July 2021

• Legislative Update

May 2021

• Economic Update

March 2021

• Cybersecurity

February 2021

• Utility Reserves

2020

October 2020

• Sales Tax for Cities and Counties

August 2020

• Revenue Forcasting

July 2020

• Finance Boot Camp

June 2020

• Economic Forcast

February 2020

• Washington Paid Family & Medical Leave

2019

SHB 1406 Resources

• Affordable Housing sample ordinance
• AWC Affordable Housing SHB1406 handout
• Pacifica Law Group SHB 1406 implementation

November 2019

• Fraud and Internal Controls

October 2019

• PCI Compliance

August 2019

• 2019 Property Taxes

July 2019

• 2019 Legislative Update (.pptx)

June 2019

• King County Economic and Revenue Forecast(.pptx)

May 2019

• PSFOA Cost Allocation Plans

February 2019

• PSFOA Presentation Budgeting Different - Engaging the Community Early in the Process
• Building a Continuous Improvement Mindset in Your Team: SAO Is Your Partner

2018

December 2018

• Multigenerational Workforce (.pptx)

November 2018

• Fraud Presentation PSFOA
  The Case for Internal Controls and Monitoring - "Yes" Fraud Can Strike Any Organization!
• Revenue History (Cities)
• Revenue History (Counties)

October 2018

• Property Tax

August 2018

• State of Washington PSFOA Presentation - Office of the State Treasurer

July 2018

• Model Business License Threshold Final Version - June 2018

June 2018

• King County Economic and Revenue Forecast(.pptx)

February 2018

• GASB & BARS Update(.pptx)

2017

November 2017

• OPEB Update

August 2017

• Internal Cybersecurity Risks

July 2017

• 2017 Legislative Update
• The Future of the ACA: Where Are We Today?

June 2017

• FileLocal:Save Time, Increase Compliance (.pptx)
• Partnering with Business Licensing Software (.pptx)
• Business Tax and Licensing Simplification: An Overview of EHB 2005 (.pptx)

May 2017

• Debt Hot Topics

March 2017

• Changes to Taxation of Amusement and Recreation Activities (.pptx)

2016

December 2016

• Re-Discovering Your Natural State of Balance
• Mindful Living for Team Players (.pptx)

September 2016

• The Mysterious Property Tax Limitations

June 2016

• King County Economic and Revenue Forecast

March 2016

• 2016 City-Wide Training Opportunities
• Common Performance Appraisal Problems
• Career Development Plan
• Administrators and CAO Performance Appraisal
• Deputies and Directors Performance Appraisal
• Employee and Leads Performance Appraisal
• Managers and Supervisors Performance Appraisal
• Just What is a Core Competency?
• Sample Goal Setting Action Form
• Performance Management Process
• Core City Competencies
• Succession Planning

February 2016

• Implementing GASB 68

2015

• October 2015 - Public Records Requests Training
• August 2015 - King County Economic and Revenue Forecast
• June 2015
• Cyber Security / Cyber Liability ()
• Cost of a Data Breach ()
• Data Security Risk Estimate Worksheet ()

2014

• May 2014 - Data Analytics and Financial Forecasting, available in PDF (), see also Excel Sample
• March 2014 - Public Records Requests, available in PDF ()
• February 2014 - Performance Management the Kirkland Way, available in PDF ()

2013

• September 2013 - Excel Wizardry, available in PowerPoint()
• August 2013 - The King County Economy; Structure, Recovery, and King County's Revenue Forecast, available in PowerPoint ()
• July 2013 - Legislative Update, available in PowerPoint ()
• July 2013 - Health Care Reform Update, available in PowerPoint ()
• March 2013 - How Auditors Can Help Local Government Work Better and Cost Less, available in PowerPoint ()
• February 2013 - Weighing the Costs of Government Against the Benefits, available in PowerPoint ()