Patterson Invites Officials to Oakland County Budget Symposium II

Oakland County Executive L. Brooks Patterson is encouraging local municipal and school officials to attend the Oakland County Budget Symposium II where they will hear the latest government revenue forecasts and learn about long-term financial planning tools and innovative cost saving techniques.The event, co-hosted by Oakland Schools, will be held 8:30 a.m. – 11:30 a.m. Monday, November 8, 2010, at the Oakland Schools building, 2111 Pontiac Lake Road in Waterford. Registration begins at 8:00 a.m. 






When: November 8, 2010AGENDA8:00 – 8:30 a.m. Registration/Breakfast

L. Brooks Patterson, Oakland County Executive

Location: Oakland Schools Intermediate School District Building

2111 Pontiac Lake Road

Waterford, MI 48328

8:30 – 9:00 a.m.

Welcome and General Session

 9:10 – 10:00 a.m. Breakout Sessions (first series)THE PERFECT STORM

Executive Session

Session 1-A:

 Presenter: Robert J. Daddow, Deputy County ExecutiveTechnical Sessions


Moderator: Gerald D. Poisson, Deputy County Executive

Description: This presentation will cover the recent economic and budgetary issues facing

public officials now and into the future. It will include discussions on unemployment, the

automobile industry, State financial affairs, real estate valuations issues and how all of these

affect future governmental revenues.

Target Audience: Elected Officials, Administrators, Finance Officers

Session 1-B:

 Presenter: Phil Bertolini, Deputy County ExecutiveSession 1-C:


Moderator: Laurie Van Pelt, Director of Management & Budget

Description: Tough economic times create great pressures on government budgets. This

session will focus on using technological innovation to change the business process of

government. The content will include: portfolio and project management, return on

investment (ROI) analysis, cost of ownership analysis, cloud computing and collaborative

shared services provided by Oakland County. Attendees will take away tangible

information and processes that can work in any size organization.

Target Audience: Chief Information Officers, Technology Support Staff, Budget Analysts


 Presenters: Thomas Eaton, Deputy Director of Human Resources

Session 1-D: CREATING A


Karen Jones: Supervisor of Labor Relations

Moderator: Nancy Scarlet, Director of Human Resources

Description: This session will focus on Oakland County’s long-standing strategies for

collective bargaining (e.g., using pattern bargaining approach, no agency shop, etc.) and

how these strategies have benefitted the County to achieve salary/benefit decreases and

through the mediation and fact finding process.

Target Audience: Administrators, Human Resource Managers

Presenters: Jeff Phelps, Supervisor, Fiscal Services10:00 – 10:15 a.m. BREAK


Dave Nelson, Budget System Coordinator, Fiscal Services

Moderator: Tim Soave, Manager of Fiscal Services

Description: Using existing resources (ledgers, queries, Excel, journals and reports) to

create a Multi-Year budget document.

Target Audience: Finance Officers, Budget System Coordinators, Technology Support Staff

10:15 – 11:05 a.m. Breakout Sessions (second series)

Executive Sessions

Session 2-A:


Presenters: Eric Lupher, Director of Local Affairs, Citizens Research Council of Michigan

Session 2-B:


Judy Fandale, Retirement Administrator, Oakland County Human Resources

Moderator: Laurie Van Pelt, Director of Management & Budget

Description: Today, many government programs are necessarily being cut as a result of

current economic conditions and declining tax revenues. Unfortunately, in the long run,

beyond the immediate financial challenges facing governments, services provided by

governments are in danger of being “crowded out” by OPEB legacy costs, a.k.a. retiree

health care. This session will discuss the magnitude of the problem among various

Michigan counties. Further, examples of Oakland County’s initiatives in this area to control

and fund these legacy costs demonstrate the need for advance planning in order to honor

long-term OPEB commitments.

Target Audience: Elected Officials, Administrators, Human Resource and Benefit Plan

Managers, Finance Officers

Presenters: Dr. Vickie Markavitch, Superintendent, Oakland Intermediate School DistrictTechnical Sessions


Robert Moore, Deputy Superintendent, Oakland ISD

Mike Rangos, Director of Regional Services, Oakland ISD

Description: A critical strategy for surviving these challenging times is to develop a

mindset of abundance – that is believing that one can do more with more – more creativity,

more flexibility, more collaboration/consolidation of services all leading to more value.

Oakland Schools has been working with their local school districts to do just that since

2005. Examples of effective collaborations will be presented, many of which governmental

and non-profit entitities can join.

Target Audience: Elected Officials, School Superintendents and Administrators

Session 2-C:

Presenter: Wm. Art Holdsworth, Director of Facilities Management & Operations

Session 2-D:


Moderator: Gerald D. Poisson, Deputy County Executive

Description: Oakland County’s “green” initiatives will be presented as will the following:

current energy costs and trends; new interactive energy use website; structure of the

County’s Green Team and its success; and energy management procedures. The County’s

OakGreen Challenge Program, OakGreen Advisory Committee, and green vendor database

will be presented. The benefits of collaboration to leverage “green” resources will be

discussed including several examples of the County’s upcoming green initiatives, such as

EECBG projects and a GeoUtility study. Lastly, various approaches to funding green

initiatives will be presented.

Target Audience: Administrators, Facility Managers, Finance Officers

Presenter: Jack Smith, Purchasing Manager

Session 2-E:


Moderator: Robert J. Daddow, Deputy County Executive

Description: An overview of the money and time saving strategies the Oakland County

Purchasing Division has implemented that resulted in savings of over $1 million. Learn

about the County’s cooperative contracts that are available to other governmental units.

Target Audience: Administrators, Finance Officers, Procurement Officers

Presenter: David Hieber, Manager of Equalization11:10 – 11:30 a.m.

Wrap-Up Discussion – Gerald D. Poisson, Deputy County

Moderator: Phil Bertolini, Deputy County Executive

Description: This session will review the current property values within Oakland County

impacting the 2011 assessments, along with the key market indicators that Oakland

Equalization uses to accurately estimate taxable values for future years’ budgeting purposes.

Target Audience: Administrators, Finance Officers, Assessors