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FINANCE
AGENDA

All PDS sessions will be held at the CHI Health Convention Center at 455 North 10th St, Omaha, NE 68102

Monday, July 22 

 

5:30pm – 8:30pm                  

Vendor Meet & Greet 

Tuesday, July 23 

 

9:00am – 9:15am

Conference Kickoff 

Brian Rockey, Director, Nebraska Lottery 

 

9:15am – 10:15am

General Session – TBA 

Todd Simon, Chairman and Chief Steak Evangelist, Omaha Steaks 

 

10:15am – 10:30am

Networking Break 

 

10:45am – Noon

Roundtable Discussion – Mobile Claims: The Pros, Cons, and Level Limits 

Ryan Mindell, Executive Director, Texas Lottery 

Greg Bowers, Deputy Executive Director of Finance, Administration & Security, North Carolina Education Lottery 

As a continuation of a multiyear series on cashing modernization options, this session will explore the benefits of offering a mobile cashing solution. In recent years, lottery players have adopted to new ways of purchasing lottery tickets; thus, it is imperative that lotteries also continue to innovate and find more convenient ways for our players to cash winning tickets. This roundtable discussion will elaborate on the challenges some lotteries may have encountered when launching a mobile solution, as well as any limitations that should be considered.

 

Noon – 1:30pm

LUNCH  

Lunch sponsored by Allwyn and NeoGames

 

1:45pm – 2:45pm

General Session – Lotteries in the Gaming Space 

Helene Keeley, Director, Delaware Lottery 

Matt Strawn, Chief Executive Officer, Iowa Lottery 

Senator Dan Dawson, Chair, Iowa Senate Ways and Means Committee 

Christie Carpino (CT), Vice President, National Council of Legislators From Gaming States
Michael J. Pollock, Managing Director, Spectrum Gaming Group, Executive Director, National Council of Legislators From Gaming States

 

2:45pm – 3:00pm

Networking Break 

 

3:15pm – 4:30pm

Roundtable Discussion – How Were GASB 87 and 96 Implemented? 

Arthur Alexander, Chief Financial Officer, Minnesota Lottery 

This open-discussion roundtable will include a question-and-answer session on how lotteries gather information to evaluate these two pronouncements, as well as “do’s and don’ts” and what needs to be reported in the disclosures for the footnotes. Attendees should be prepared to discuss where they are in the implementation process and share their experiences. For those lotteries who are just beginning implementation, they should come away with a framework of how to begin. 

 

4:45pm – 5:15pm

Powers Awards and Ott Brown Scholarship Presentation 

Celebrate industry excellence with the annual Powers Awards and Ott Brown Scholarship! 

The prestigious annual NASPL Powers Awards are presented in recognition of the significant contributions lottery and vendor employees have made through exceptional job performance. NASPL also awards one lottery professional the Ott Brown Scholarship each year, enabling the recipient to participate in the NASPL Lottery Leadership Institute at no cost. 

Wednesday, July 24 

 

9:00am – 10:15am

General Session – Leadership & Overcoming Obstacles for Pioneering Innovation 

Jeff Koterba, Speaker, Author, and Creativity Coach  

 

10:15am – 10:30am

Networking Break 

 

10:45am – 11:15am

Roundtable Discussion – How Do You Handle Unclaimed Prizes? 

Amber Chappell, Chief Financial Officer, Illinois Lottery 

In this session, we explore how lotteries manage unclaimed prize money and their statutory ability. We also weigh the pros and cons, share key takeaways, and explore the procedures for recording unclaimed prizes. 

 

11:30am – Noon

Data Analytics in Accounting 

Tom Seaman, Economic Research Manager, Virginia Lottery

In this session, we will explore the world of forecasting and the various types of analysis that underpin it, with insights into both current and historical examples of forecasting applications. We will also conduct a hands-on group experiment to illustrate how mathematical principles and analytical techniques can be used to shape our expectations.

Noon – 1:30pm

LUNCH  
 

1:45pm – 3:00pm

The Fight Against Retail Fraud 

Danny Goldberg, Founder, GoldSRD  

Retail fraud in the lottery industry is always a challenge. Theft from the consigner, player fraud, fraudulent bank/debit cards – it is a constant battle. This session is for auditors who want to learn the basics of fraud training, to apply to their audit approach immediately (NASBA Field of Study: Auditing). Attendees will go over common industry fraud and what can be done to prevent and detect it; discover how to identify fraud risk with appropriate tools and techniques; learn to apply critical thinking skills to fraud situations; and discuss retailer fraud specifically, including its challenges and potential solutions. 

Combined session with Audit 

 

3:00pm – 3:15pm

Networking Break 

 

3:30pm – 4:00pm

Dealing With the IRS: Reporting, Filing and Tracking 

Rich Kerper, Discovery Examiner Supervisor, Nebraska Deptartment of Revenue 

This session explores the types of records and paper trails examined in discovery work and what DOR and/or IRS examination efforts entail. 

 

4:15pm – 4:45pm

Getting Familiar With FLEX and Its Accounting Functions 

Shannon Underwood, Director of Finance, Multi-State Lottery Association 

Dallas Beek, Principal Software Engineer, Multi-State Lottery Association  

It has been nearly a year since MUSL’s new game management system, FLEX, was fully implemented for draw reporting. Join MUSL Director of Finance Shannon Underwood on a walk through the recent changes to draw reports and some of the frequently asked questions about the new format. MUSL Principal Software Engineer Dallas Beek will also be on hand to show how lotteries can utilize FLEX to create custom data reports, as well as the new FLEX features currently being developed. 

Combined session with IT 

5:30pm – 7:30pm

NASPL Networking Reception 

The Durham Museum 

Thursday, July 25 

 

9:00am – 9:15am

Closing Remarks From Our Host  

Brian Rockey, Director, Nebraska Lottery  

 

9:15am – 10:15am

General Session – TBA 

 

10:15am – 10:30am

Networking Break 

 

10:30am – 11:15am

General Session – Identifying and Mitigating Points of Failure: Building a Business Resiliency Program 
Cathleen Atchison, Business Continuity Program Manager, Oregon Lottery 
 

11:30am – Noon

Roundtable Discussion – Recruiting and Retaining Qualified Accounting Staff 

John M. White, Deputy Director of Finance, New Jersey Lottery 

At public lotteries, accountants are perhaps the most mobile staff members, capable of leaving for other promising opportunities in their field. Given the unique financial nature and the significant fiduciary responsibilities of lotteries, high turnover among accountants could have significant costly consequences. This discussion will explore ways of minimizing turnover among the finance staff. 

 

Noon – 1:30pm

LUNCH  
 

1:45pm – 3:00pm

Roundtable Discussion – Promotions and ROI: How Is It Measured and Are They Worth It? 

John M. White, Deputy Director of Finance, New Jersey Lottery 

This discussion will explore methods for measuring the success of a given promotion. Specifically, did the promotion achieve the desired results and, from a financial perspective, did the promotion pay for itself (including all marketing costs) and result in higher sales?

 

3:00pm – 3:30pm

Final Networking Break 

The connections made at PDS lead to new ideas, friendships and business successes. Spend this dedicated time mingling, establishing new professional relationships, and strengthening existing ones. Share a beverage, exchange contact information and connect with others before departing. 

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