38th Annual Conference

April 5-7, 2020

AGENDA

Date

Time

Event

Sunday, April 05 4:00 PM - 7:00 PM

Registration

Sunday, April 05 5:00 PM - 7:00 PM

Member Tribe Meeting/Reception

Date

Time

Event

Monday, April 06 7:30 AM - 8:30 AM

Breakfast

Monday, April 06 8:30 AM - 11:00 AM

General Session

Opening Prayer and Cultural Sharing


Host Tribe Welcome

United South and Eastern Tribes

NAFOA Welcome Remarks


Conference Co-Chair Welcome Remarks

KeyBank Native American Financial Services
Wells Fargo

A Strong Role for Interior in Indian Country Development with Tara Sweeney, Assistant Secretary of Indian Affairs

Economic Development & Planning

The Department of the Interior has a firm role in developing approvals and processes that impact the growth and development of tribal economies. Assistant Secretary Sweeney will address her approach to how the Department of Interior can better facilitate growth and through streamlining processes and building partnerships.

Speaker:

Tara Sweeney, Assistant Secretary of Indian Affairs, U.S. Department of the Interior


The Impact of Community Reinvestment Act Changes on Indian Country With Joseph Otting, U.S. Comptroller of the Currency

Policy & Legal

Infrastructure development, access to small business loans, funding of essential community facilities, implementation of financial literacy tools. These are just a few of the possibilities that the new Community Reinvestment Act (CRA) proposed regulations could make possible in tribal communities. Since the passage of the CRA in 1977, tribes have largely been shut out of this vital effort to increase investments and banking services in Low- and Middle- Income communities. That is, until now. Listen to the U.S. Comptroller of the Currency discuss the impacts that this effort to modernize the CRA could have on access to credit and banking in tribal communities.

Speaker:

Joseph Otting, U.S. Comptroller of the Currency


Economic Policy in an Election Year

Policy & Legal

The economy and health care are considered top policy issues in the upcoming election. While both are important to tribal governments, economic policy has advanced under this Administration and promises to be a key voting factor come November. Our panelists, from current and past administrations, will address issues central to this Administration and to the election. Their potential impact on policy priorities in Indian Country will be assessed as well. 


Monday, April 06 11:00 AM - 11:15 AM

Refreshment Break

Monday, April 06 11:15 AM - 12:30 PM

Breakout Sessions

IRS and TTAC Progress Update

Governance

The U.S. Department of the Treasury and the IRS have continued to make inroads into Indian Country. The Treasury Tribal Advisory Committee (TTAC) formally met for the first time in June 2019 and laid administrative foundations through development of by-laws and subcommittee operating procedures throughout the year to set the stage to tackle Tribal General Welfare, Dual Taxation, and Tribal Pensions. The IRS has prioritized issuing guidance on the taxation of tribally-chartered corporations among other issues. This session will provide an opportunity to engage in a dialogue and update with IRS and TTAC representatives.

Speakers:

Sharon Edenfield, Council Member, Confederated Tribes of Siletz Indians

Lacey Horn, TTAC Chairwoman

Patricia "Trish" King, Treasurer, Oneida Nation of Wisconsin

Lynn Malerba, Lifetime Chief, Mohegan Tribe

Telly Meier, Program Manager, Indian Tribal Governments, Internal Revenue Service


Meeting Community Needs Through Innovation: Housing and Services

Economic Development & Planning

Tribal governments have taken creative approaches to meeting housing and service needs in their communities. These approaches often include utilizing tax credits and federal programs. Our session will center on tribal governments who took central roles in developing three innovative projects that filled crucial community needs: a grocery store, a housing development, and a wastewater treatment facility.


Policy and Procedures Updates—How Periodic is Enough?

Finance & Capital

Tribal governments and enterprises set their own policies and procedures to operate smoothly and ensure optimal performance between employees and managers alike. Often times employees or even auditors will ask, “Where is the policy?” to gauge internal compliance issues. Maintaining a straightforward, regularly updated, and easy to comply with policy will ensure maximum employee satisfaction and compliance. The panelists will discuss common challenges in developing and updating internal policies and procedures and discuss recommendations and best practices when it is time for updating a policy.

Speakers: 

Tal Moore, Foundation Director of Development, National Native American Human Resources Association

Judy Wright, Vice President of Human Resources, Valley View Casino & Hotel, NNAHRA President



Monday, April 06 12:30 PM - 2:00 PM

Luncheon

Sponsored by:

Bank of America Merrill Lynch
Dorsey & Whitney LLP
PNC Bank
Wipfli/JOSEPH EVE
Monday, April 06 2:15 PM - 3:30 PM

Breakout Sessions

Meeting Community Needs Through Innovation: Education and Healthcare

Financial Management

The federal government, through the Indian Self-Determination and Education Assistance Act of 1975 (Public Law 93-638) and subsequent amendments, has an obligation to allow tribal governments to administer their own programs and services. The latest iteration of fulfilling this obligation has come in the form of federal leases and joint venture programs that can more efficiently build school and health care facilities while potentially saving federal outlays for the same obligations. Join the discussion to learn how your community can pull together private and public funding to build necessary services.

Speakers:

Geoffrey Strommer, Partner, Hobbs Straus Dean & Walker LLP



Listening Session: Advancing Indian Country's Economic Priorities

Policy & Legal

Several tribal economic policies are gaining momentum in the current political climate including a long-awaited comprehensive tribal tax reform bill progressing through Congress. The Office of the Comptroller of the Currency (OCC) and the FDIC released their recommendations for the modernization of the Community Revitalization Act (CRA) in late 2019 and, if adopted, would increase Indian Country’s access to capital. This breakout is designed to be an interactive listening session with the goal of developing a strategy to move Indian Country priorities forward with the 116th Congress and in this Administration. 

Moderator:

Dante Desiderio, Executive Director, NAFOA


Become an Early Adopter: New GASB Standards & Issues Impacting Tribes

Finance & Capital

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; and how to position your tribe to become an early adopter of these standards. This 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.

Speaker:

Nadina Paisano, Controller, UNM Foundation, GASAC Member NAFOA Representative

Roberta Reese, Senior Project Manager, GASB

Anita Shah, Tribal Services Senior Manager, Moss Adams


Monday, April 06 3:30 PM - 3:45 PM

Refreshment Break

Monday, April 06 3:45 PM - 5:00 PM

Breakout Sessions

Proving the Value of Social Media to Your Executive/Leadership Team

Economic Development & Planning

Social media is now one of the key ways people, companies, organizations, and even governments communicate with their networks. But in many cases, managing this integral and vital communications piece is relegated to young interns or entry-level employees. This session will cover why social media is important and how you can make a case for your organization, agency, or tribe to invest time and resources in developing and implementing social media strategy. 

Speakers:

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



Monday, April 06 5:15 PM - 7:15 PM

President's Reception

For more information about USET please visit https://www.usetinc.org

Sponsored by:

United South and Eastern Tribes

Date

Time

Event

Tuesday, April 07 7:30 AM - 8:30 AM

Women's Leadership Breakfast

This breakfast will provide a forum for women tribal leaders and others in key tribal finance positions to exchange ideas, share experiences, and inspire each other to achieve their goals.

Sponsored by:

San Luis Rey Indian Water Authority
Sheppard Mullin Richter & Hampton LLP
TFA Capital Partners
Wells Fargo
Tuesday, April 07 7:30 AM - 8:30 AM

Breakfast

Tuesday, April 07 8:30 AM - 11:00 AM

General Session

Opening Prayer and Cultural Sharing


NAFOA Board Campaign Speeches

NAFOA is hosting elections for two of the five board positions in the organization. This year we will hear from candidates wishing to hold the President and Second Vice President positions on the board. 


The Institute - A Forward Looking Approach to Building and Sharing Knowledge

Finance & Capital

NAFOA has slowly and methodically built a suite of professional education programs that help to systematically memorialize tribal governments' practices and approaches to economic and organizational development. Hear about our latest approach to continue and grow our successful programs under our Institute.


Record Low Rates and Record High Equities - What's Next?

Financial Management

The Federal Reserve Bank walked a tight rope in calming the repurchase market that was heading into a liquidity crisis. This is the same liquidity crisis that precipitated the last downturn. However, the markets remain high while bond yields remain low. What can tribal governments expect when investing, expanding current operations, or taking on debt for acquisitions? Our experts will analyze the markets and risks that may be ahead so you can make more informed decisions.


From Alaska to Chile: Lessons Learned from the Indigenous Tourism Forum of the Americas

Financial Management

From Alaska to Chile, tourism is providing Indigenous communities with new ways to generate income, share traditions and preserve their heritage. While tourism presents enormous opportunities, Indigenous communities welcoming tourism also face similar challenges. In March, the Indigenous Tourism Forum of the Americas provided a first of its kind 2-day dialogue at the Isleta Resort and Casino in New Mexico. The forum provided a venue for for community leaders, policy-makers, and business owners from across the Americas to share their experiences, learn from one another, and better understand how to drive change through tourism without compromising cultural values. Join us for this session to hear some of the key takeaways from the Forum.


Indigenous Mindfulness: Creating a Healthy Work-Life Balance

Governance

Work-life balance is an essential aspect of any healthy business. Organizations that promote work-life balance have less-stressed, happier, and more productive employees. Mindfulness is one of the many practices businesses and individuals can incorporate to promote work-life balance. While mindfulness has received more attention in recent years, traditional Indigenous ideologies have always engaged in mindfulness through cultural values and ceremonial practices. Learn more about mindfulness and how to integrate this technique into both office culture and our individual lives.


Tuesday, April 07 11:00 AM - 11:15 AM

Refreshment Break

Tuesday, April 07 11:15 AM - 12:30 PM

Breakout Sessions

Understanding Changes to GASB 87--Leases for Your Net Position

Finance & Capital

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 (a tenant) and lessor (the owner of a property conveying use through a contract). As a result, tribal governments should 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.

Speakers:

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

Brian Anderson, Senior Manager, Audit, Wipfli LLP


Challenges of Diversifying in a Rural Economy

Economic Development & Planning

Rural tribes face unique challenges when it comes to economic diversification. Opportunities are less certain with a smaller surrounding populations to support a local venture. In addition, business and consumer data is limited or non-existent. There are off-site opportunities that have been successful in Indian Country. Learn about at least three opportunities that may fit your tribal government's development plan including government contracting, online lending, and the relatively new area of data centers.  

Speakers:

Phil Glynn, President, Travois 


The Challenges and Opportunities for ESG Investments in Indian Country

Financial Management

Increasingly, investors want to know the full impact of their investment, and opt to invest in projects that promote social and environmental goods; This is known as ESG (environment, social, governance) investing. Tribes, who often operate with a "seven generations" ethos should be ringers for this type of investment, and yet ESG investments don't typically make their way to Indian Country. Where is the disconnect? In this session, attendees will learn how firms are handling this increasingly important investment category and how can tribal governments position their projects in an ESG framework to more effectively attract ESG capital.

Speakers:

Geoff Urbina, Managing Director, Western Regional Manager, KeyBanc Capital Markets


Tuesday, April 07 12:30 PM - 2:00 PM

Leadership Awards Luncheon

The 13th Annual Leadership Awards Luncheon honors tribal leaders and finance professionals for their outstanding contributions to improving economic conditions in Indian Country, as well as an innovative education program and business deal.

Awards:

Education Program of the Year

Deal of the Year

Executive of the Year

Tribal Leader of the Year

Tuesday, April 07 2:15 PM - 3:30 PM

Breakout Sessions

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

Economic Development & Planning

The U.S. hemp industry is currently worth over a billion dollars, and since the signing of the 2018 Farm Bill which legalized growing the crop, there are projections for it to double by 2022. USDA 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 another few 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.


Identifying Indirect and Direct Costs to Maximize Negotiating Power

Finance & Capital

While there are no universal rules for classifying either direct or indirect costs associated with federal awards your affiliated department should be following a consistent pattern to avoid double charging. The varied options for indirect cost rates, i.e. fixed or negotiated, are an important choice tribes need to consider that could ultimately affect the federal awards’ effectiveness and outcome. It could also save your organization money in the long term through cost-sharing between awards. The panelists will discuss negotiating indirect cost rates and best practices of working to get the best and honest outcome for your tribe while still fulfilling the varied grant objectives.


C-Store: See Success

Economic Development & Planning

A simple unassuming convenience store is anything but. Tribal c-stores have the potential to be an incredible economic opportunity for tribes if done right. This session will show participants why tribal convenience stores are not like others, and how these differences, including taxing strategies, can lead to high profits. This session will help tribal participants with c-stores benchmark their success as well as share best practices that could allow tribes without c-stores to get in on the game.  

Speakers:

Tony Liberal, Director of Operations, Medicine Creek Enterprise Corporation (Nisqually Indian Tribe)

Chris Richardson, Managing Director, Chehalis Tribal Enterprises and Chairperson of the Tribal Convenience Store Association

Mary Streitz, Partner, Dorsey & Whitney LLP


Tuesday, April 07 3:30 PM - 3:45 PM

Refreshment Break

Tuesday, April 07 3:45 PM - 5:00 PM

Breakout Sessions

Rise of the Drones: The Future of Governmental Efficiency

Economic Development & Planning

Innovations in drone technology have made drones a viable, cost-saving and environmentally friendly tool for tribal governments. Tribes have used drones to gather and analyze data of geographical areas for purposes of farming, public safety, cultural preservation, and wildlife management. Drone surveillance is an effective method for monitoring and inspecting pipelines in remote, hard to reach areas and has greatly reduced environmental impacts while ensuring workplace safety. Hear how tribes can benefit from integrating drone technology to streamline public services. 

Speakers:

Scott Davis, Executive Director. North Dakota Indian Affairs Commission 

James Grimsley, Executive Director for Advanced Technology Initiatives,Division of Strategic Development, Choctaw Nation 


Know Your Worth: Smart Growth in Hospitality

Economic Development & Planning

If you build it, they will come... but will they really? Knowing how to appropriately plan and grow your tribe's hospitality enterprises is a delicate task. Ambitious growth could yield lucrative returns, or, it could leave you with crippling debt; Alternatively, you could be leaving a lot of money on the table by playing it safe and not expanding when demand is high. During this session, our experts will discuss models for valuing a tribal government's assets and charting a course forward with sustainable growth.

Speakers:

David Howard, CFO, TFA Capital Partners


Tuesday, April 07 5:30 PM - 8:00 PM

Closing Reception

Sponsored by:

AMERIND Risk