Annual Conference

Thursday May 19, 2022 at the Broadway Commons. Stay tuned for more details!
Award NominationsEvent Policies

OSFA Annual Conference and Business Meeting

May 19, 2022 at the Broadway Commons

Register Now!!


8:00am – 900am – Registration & Continental Breakfast (pastries, juice, coffee, tea)

9:00am – 9:15am – Opening

9:15 am – 10:15 am – Keynote – Hey, We Can Do This! Getting it Right on Mental Health – Making your organization stronger and more supportive of mental health – Tara Rolstad

Stress, anxiety, uncertainty and change have indelibly marked our last two years. Unrelenting pandemic pressures caused many of us to grapple with our mental health in entirely new ways, or left us unsure how to support our coworkers, friends and family as they struggle with these difficulties. The good news is that there are easy, practical things we can all do to support ourselves and others’ mental health. This is important, because when people don’t feel safe talking about mental health, and being real about what they’re experiencing, time and emotional energy that could be spent on great work is lost. In this presentation, attendees will learn more about mental health, about self-care,and about ways they can make a meaningful difference for themselves and those

10:15am – 10:30am – Break

10:30am – 11:45am – Breakout Sessions

Option 1: Introduction to OGSP – Is your pension going to be enough? – Julia McDevitt

Learn how the State of Oregon’s deferred compensation plan can help increase your retirement income · Examine the time value of money, investment options and making your investment choices · Roth vs. pre-tax comparison and what option works for you

Option 2: Budget 101 – Donna Haole-Valenzuela

Budget 101 will usher you into the technical side of the how to create a budget and the partners involved. State agencies work with analysts throughout the budget development process. Together they apply statewide policy to build the Agency Request Budget. Analysts evaluate the Agency Request Budget and make recommendations to the Governor. The Governor develops the Governor’s Budget and analysts present the Governor’s Budget to the Legislature and other groups.

Option 3: DAS EGS Publishing & Distribution’s Print and Mail services – Cindy Garcia

An Educational session on What’s what and How to of Print and Mailing.

12:00pm – 1:15pm – Boxed Lunch (Choice of Classic Ham, Turkey Club or Farmer’s Market /Vegetarian) includes chips, cookie, and bottled water.

1:30pm – 2:45pm – Breakout Sessions

Option 1 – Financial Scams and ID theft: Preventing, Reporting and Recovery – Craig Vattiat

Scammers are everywhere, and everyone is a target. Learn how to spot a scam, protect your information, and report fraud.

Option 2 – Intro to Public Records Law (Records Management 101) – Kelsey Quinn

This class will cover the basic legal framework for public records in Oregon including relevant laws and administrative rules governing access and retention. Participants will learn how retention schedules are written and how to apply them to the work that they do each day. Filing systems, classifications, and electronic records management systems are explored in detail. Finally, familiar technology and new frontiers of records management are introduced including email management, social media, and mobile technology.

Option 3 – Overview of Oregon Government Ethics Law – ORS Chapter 244 – Monica Walker

The course content will cover: Use of Position or Office, Private Employment, Public Contracts, Statutory Conflicts of Interest, Gifts and Nepotism. In addition, the course will provide an overview of the Complaint Process and Sanctions as well as information on agency resources that are available.

2:45pm – 3:00pm – Cookie Break

3:15pm – 4:30pm – Breakout Sessions

Option 1 – You are the Solution: Presenting Yourself as a Candidate They Can’t Live Without – Courtney Baker

Do you want to know the one reason someone would hire you? Come learn the answer to that question! In this session you will walk away best interview practices and how to make yourself stand out in an interview.

Option 2 – PERS Program Overview – PERS Retirement Education Team

This presentation is a detailed overview of all the plans (Tier One, Tier Two, OPSRP, and IAP). Topics include benefit calculations, how the IAP works, Online Member Services, and other available member resources. This presentation is offered to employers when one meeting is desired with a mix of Tier and OPSRP members.

Option 3 – Procurement Review – Connie Lelack & Stacy Madsen

This session provides a general overview of public procurement which includes such things as laws, rules, types, methods, ethics, and delegation authorities. The material and discussion will show how intertwined procurement and finance functions are. If you need a review of procurement rules and why finance people should care, this class is for you.

Register Now!!

Please visit the membership page if you want to renew your membership and are unable to attend the conference.

Event Policies

Read below for more information on registration, refund, and cancellation policies.


Register Early: You are encouraged to early prior to the conference.

No-Show Registrants and Substitutions

Refunds will not be issued to no-show registrants.

Substitution of another individual for an established registrant will be accepted up to two days prior to the conference.

CPE Credit and Special Needs

CPE Credit is only granted for CPE hours attended by the participant.

Please note: We must have your signature on the record of attendance to provide a Certificate of Attendance.


Event Payment

Make checks payable to:
OSFA (Oregon State Fiscal Association)
c/o Class Act Event Coordinators
4744 Liberty Rd S, Suite #240
Salem, Oregon 97302


you can register online!

OSFA’s tax number is 94-3099572 and RSTARS vendor number is 1943099572, using mail code 004.


Cancellation Policy

7For all cancellations a written refund request must be received either fax dated or postmarked 7 or more days before the conference. There will be a $15.00 cancellation fee. Cancellations received 7 or fewer days prior to the conference will be charged a $50.00 cancellation fee or, without penalty you may send a substitute. Requests for refund on or following the conference date cannot be honored. Refunds will be returned to state agency/individual issuing original payments. Annual membership fee will be retained.

Don’t Forget to Nominate!

Please be thinking about nominees for the 2020 conferences
Send nominees to

Award for Promotion and Development of the Oregon State Fiscal Association
This award recognizes a person or persons who have given their energy and support to the organization and who have had a positive effect on its growth and development.

Award for Outstanding Contribution to Oregon State Government Finance and Accounting
This award recognizes a person or persons who have made a direct and substantial impact on finance or accounting in their agency, other agencies, or the state system as a whole.

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