Virtual 38th Annual Conference

April 20-23, 2020

Virtual Agenda

Compliance and the COVID-19 Funding

CPE Field of Study: Finance, Technical

How can tribal government crisis management teams organize their financial management and grants management teams to coordinate federal assistance during the Coronavirus crisis? Many of the operational impacts and costs associated with the crisis are unknowable at this point. However, the Office of Management and Budget (OMB) has been issuing guidance to Federal agencies on the importance of maintaining integrity of programs amid the crisis and has extended flexibilities to those impacted by loss of operations and increased cost as a result of the crisis. In addition, discretionary federal assistance will be used to supplement existing programs and personnel. This panel is dedicated to understanding the steps tribes need to take to ensure their Federal assistance awards are safeguarded and proper procedures and documentation are in place to facilitate minimal disruptions to program goals.

Speaker: Corrine Wilson, CPA - Principal - REDW LLC

Speaker: Hattie Mitchell, NAFOA Treasurer, Tribal Controller, Augustine Band of Cahuilla Indians

Speaker: Tasha Repp, Partner, Moss Adams LLP

Speaker: Morgan Aronson, Director, Financial Audits, Department of the Interior, Office of Inspector General

The Community Reinvestment Act – An Historic Focus on Indian Country

CPE Field of Study: Economics, Technical

One of the more historic actions taken by the federal government regarding how capital flows to Indian Country has been underway over the past few years. These historic actions have occurred under the leadership of the 31st Comptroller of Currency, Joseph Otting. Comptroller Otting is the first Comptroller to visit Indian Country to see first-hand how geographic, political, and cultural influences determine a different and more urgent approach to accessing appropriate capital. Comptroller Otting will speak to the potential changes in the CRA proposed rules and his inclusive approach for under-capitalized communities.

Speaker: Joseph Otting, Comptroller of the Currency, Office of the Comptroller of the Currency (OCC)

A Strategic Approach to the CARES Act for Tribal Governments

CPE Field of Study: Specialized Knowledge, Technical

The recently passed Coronavirus laws include historic funding for tribal governments including discretionary funds for economic and healthcare impacts. However, given the vast differences in tribal economies and the varied health impacts, how does each tribe evaluate each of the programs and determine the best way to fully utilize the relief in the CARES Act? Our panel of experts will walk through provisions and talk through a strategy for maximizing the programs available.

Speaker: Allison Binney, Partner, Akin Gump Strauss Hauer & Feld

Speaker: Dante Desiderio, Executive Director, NAFOA

Speaker: Casey Lozar, Vice President, Director Center for Indian Country Development, Federal Reserve Bank of Minneapolis

Surviving the Economic Impacts

CPE Field of Study: Economics, Technical

All economies have been hit by this crisis, including the inter-connected global economy, U.S. economy, and certainly tribal economies. The tribal economy with its heavy reliance on hospitality, gaming, tourism, and natural resources is taking a substantial shock that is greater than other economies. Join our economic specialists for a conversation on measuring and dealing with the impacts of the larger economic impacts and measuring and dealing with the impacts of the sectors that Indian Country relies upon for funding our governments.

Moderator: Alan Gordon, Senior Vice President, Global Commercial Banking, Bank of America, BofA Securities, Inc.

Speaker: Charles Dougherty, Economist, Wells Fargo

Speaker: Jonathan Taylor, The Taylor Policy Group

Speaker: Randall Akee, Associate Professor of Public Policy, UCLA Luskin School of Public Affairs

Surviving the Financial & Credit Impacts

CPE Field of Study: Finance, Technical

Uncertainty rules the dramatic swings of the equity and bond markets. In addition to the uncertainty in the markets, credit and liquidity have become serious concerns. The federal Reserve Bank has pledged substantial support for low rates and liquidity during this time and Congress has passed the CARES Act that injects $2.2 trillion in credit and financial assistance into the U.S economy. How are these actions impacting the markets and economy? Is it enough? And what are consequences of negative interest rates and a volatile market? Our experts will discuss the current market conditions and ways to manage assets through this crisis.

Speaker: Aaron Klein, Economic Advisor, NAFOA

Speaker: David Howard, CEO, TFA Capital Partners

Speaker: Christine Swanick, Partner, Sheppard Mullin Richter & Hampton LLP

Green Light to Grow: Navigating Hemp's Inaugural Growing Season

CPE Field of Study: Business Management & Organizational, Non-Technical

The U.S. hemp industry is currently worth over a billion dollars, and since the signing of the 2018 Farm Bill which legalized the crop, there are projections of the industry doubling by 2022. The U.S. Department of Agriculture recently approved the first round of state and tribal hemp production plans ahead of this year's inaugural growing season. Several tribal plans have been approved, with several dozen tribal plans submitted and pending. With a handful of tribes granted the green light to grow, learn what goes into a successful production plan and how tribes are preparing to take advantage of this budding industry before you get left behind.

Speaker: Colby Duren, Director, Indigenous Food and Agriculture Initiative

Speaker: La Vonne Peck, Co-Founder, Native Network Consulting

Speaker: Sarah Blitz, Associate, Sheppard Mullin Richter & Hampton LLP

A Rare Opportunity – Own The Communications Spectrum Over Your Own Lands

CPE Field of Study: Specialized Knowledge, Technical

The Federal Communications Commission (FCC) is offering tribes a chance to own the communications spectrum over their lands at no cost! A wireless spectrum license from the FCC is a unique asset that will allow you a rare opportunity to create new jobs, attract private investment, and generate new economic growth. This opportunity will end on August 3, 2020. The speakers at this important session will thoroughly explain how and why your Tribe should take advantage of the Rural Tribal Priority Window before it closes.

Speaker: Geoff Blackwell, Chief Strategy Officer and General Counsel, AMERIND Risk

Speaker: Matt Rantanen, Director of Technology, Southern California Tribal Chairman's Association

Speaker: Sascha Meinrath, Founder and Director, The XL Lab

Cross-Functional Response for Managing in Critical Times

CPE Field of Study: Management Services, Technical

This session will address best practices on crisis response, communicating with stakeholders including banks, and developing a strategy for federal relief. Communication with all types of stakeholders is essential in this changing landscape of COVID-19. Learn how your organization can build a cross-functional team to make selective decisions and analyze what resources you have, what resources are essential, and what can be reduced or eliminated. Get insight from experts in the lending community to be prepared for what information banks may need and gain from a discussion on the elements of the CARES Act.

Speaker: Clay Vanderpool, Managing Director, DWH, LLC

Speaker: Mike Lettig, National Executive, KeyBank Native American

Speaker: Mary Streitz, Partner, Dorsey & Whitney LLP

Digital Communications & Brand Management in Crisis Times

CPE Field of Study: Communications & Marketing, Non-Technical

In Pew’s latest research on the topic*, over 50% of people in the United States get their news from social media. Platforms like Twitter have been used by politicians to make public and even legislative announcements; while live-streaming features on Facebook and Instagram have allowed them to have a remote yet personal reach with constituents. It is a powerful tool for quickly disseminating breaking news and information, as well as strengthening a brand's core values and responsibilities to their audience. Yet, many tribes, agencies, and organizations do not fully utilize or aren’t properly trained to use digital media platforms. This session will cover how to use digital platforms to properly inform constituents and audiences in high-pressure or moments of crisis. Attendees will gain a better understanding of the value of digital communications in brand management during times of crisis.

Speaker: David Bledsoe, NMC, Student Engagement & Communications Manager, American Indian College Fund

Speaker: Ricki McCarroll, Founder & Principal Consultant, NUNA Consulting Group

Speaker: Dr. Traci L Morris, Director, American Indian Policy Institute, Arizona State University

Speaker: Amory Zschach, Strategic Communications Manager, National Indian Child Welfare Association

Financial Management Friday

GASB Changes (Part One) - New Standards Impacting Tribal Governments

CPE Field of Study: Accounting (Governmental), Technical

With phased implementation of GASB statements happening on a regular basis, it is important for tribal governments to stay up to date. This panel discussion will address what you need to know to implement recent GASB standards; leases, fiduciary funds, construction related expenditures. Learn how to position your tribe to become an early adopter of these standards. This session will serve as a general update from the GASB and the Tribal Government Accounting Working Group (TGAWG) on their joint efforts to address financial reporting issues related to tribal enterprises. A more in-depth discussion on lease changes will follow in the panel session on GASB 87-Leases.

Moderator: Remi Omisore, Tribal Services Principal, CLA

Speaker: Roberta Reese, Senior Project Manager, GASB

Speaker: Danny Martinez, Managing Director, BKD CPA's & Advisors

Financial Management Friday

GASB Changes (Part Two) - Understanding New Tribal Leasing Requirements

CPE Field of Study: Accounting (Governmental), Technical

Since issuing GASB Statement 87: Leases, the GASB recently released an implementation guide and clarified the standard across the board for certain activities. Tribal governments in many cases are both a lessee, acting as a tenant, and a lessor, since they are considered the owner of a property conveying use through a contract. As a result, tribal governments will need to review all of their current leases and contracts to determine if they meet the definition of a lease set forth in GASB 87. This session is an opportunity to hear from tribal governments who have implemented GASB 87 as well as an authoritative literature review relating to GASB 87 with accounting professionals.

Speaker: Brian Anderson, Senior Manager, Audit - Wipfli LLP

Speaker: Wes Benally, Senior Manager, Audit & Assurance, REDW LLC

Speaker: Kris Nixon, Partner, Stauffer & Associates PLLC