EIU School of Extended Learning

2021 IMTA Institute

July 14, 2021, July 28, 2021, August 4, 2021, August 11, 2021

11:00 a.m. - 1:10 p.m.

Virtual through Zoom
https://eiu.zoom.us/j/98183093946

SCHEDULE

Wednesday, July 14, 2021

11:00 a.m. - 12:00 (noon)      PCI Compliance - We will discuss PCI Best Practices for Government agencies accepting in person and or online
                                                 payments. We will talk about policies and procedures that should be in place as well as some of the steps to
                                                 confirm you are in compliance with the PCI guidelines.   
                                                 Frank Napolitano, PMP, PMI-ASP, CSM, Government Relationship Manager
                                                    Alok Kumar, M.Sc., MBA, CISSP, CEH - Retail and Payments CISO
                                                    Dr. John Reynolds, D.Sc. Cybersecurity, CISSP- Sr Security Architect
                                                 PowerPoint Presentation

12:10 p.m. - 1:10 p.m.            Onboarding - What should we do with the new hire? This presentation will encourage attendees to get creative and
                                                 improve their onboarding processes, and in turn, boost engagement and avoid losses?
                                                 Michael Peterson, Village of Lincolnshire
                                                 PowerPoint Presentation

Wednesday, July 28, 2021

11:00 a.m. - 12:00 (noon)       Excel Tips and Tricks - Handout   
                                                 Current Project
                                                 Develetech Lists
                                                 Regional Expenses
                                                 Sales Data

                                                 Kelly Cummings, Levi, Ray and Shoup

12:10 p.m. - 1:10 p.m.            Account Fraud - Don't Let it Happen to You! - Safeguarding the assets of your local government is a paramount
                                                responsibility in the life of an elected official.  The speaker will provide a refresher on fraud protection, examine red
                                                flags for fraud and discuss controls to mitigate loss.  She will also share tips for partnering with your banker as an
                                                ally in fighting fraud.
                                                Kathy Kincaid, Carrollton Banking
                                                PowerPoint Presentation

Wednesday, August 4, 2021

11:00 a.m. - 12:00 (noon)       Tax Incredment Financing from an Auditors Prospective
                                                  Chad Lucas, Sikich
                                                PowerPoint Presentation

12:10 p.m. - 1:10 p.m.             Cannabis Revenue and Resources - Adult Use Cannabis – Overview of the tax structure for adult use cannabis,
                                                 highlighting revenue collections and distributions to local governments. 
                                                 Max Letterly, IDOR
                                                      Aaron Allen, IDOR

Wednesday, August 11, 2021

11:00 a.m. - 12:00 (noon)       Crisis Intervention and the Need to Plan - An overview of crisis intervention communications and the importance
                                                of having a “friend bank” ready before you need it.
                                                  Lissa Druss, Team Strategia

12:10 p.m. - 1:10 p.m.            Presentation on the Illinois Sustainable Investing Act - This course features an overview of the Sustainable Investing
                                                Act (PA 101-473), which was spearheaded by Illinois Treasurer Michael Frerichs and signed into law by Illinois
                                                Governor Pritzker in 2019 with an effective date of January 1, 2020. The law provides that all state and local
                                                government entities that hold and manage public funds should integrate material, relevant, and useful sustainability
                                                factors into their policies, processes, and decision-making. This presentation will provide background on the new law,
                                                a definition of sustainable investing, an overview of compliance examples, and resources to assist local governments.
                                                Max Duhlberger, Illinois Treasurer's Office
                                                    Rekha Vaitla, Illinois Treasurer's Office
                                                 PowerPoint Presentation