2018 Sessions will be published in June.
Below is the 2017 Education Schedule.

Friday, October 27, 2017

7:00 AM – 5:00 PM

Attendee Registration

Annual Convention attendees can register onsite in the Rotunda.

8:00 – 9:45 AM

Keynote Session
Decide: Work Smarter, Reduce Your Stress and Lead by Example

What shapes a leader’s outcomes, career and life? Their decisions. The criteria we all use for making decisions drives our performance – and our effectiveness as leaders. Great decision-making habits yield a lifetime of achievements and success. Poor habits keep us stressed, frustrated and forever out of balance. Learn to drive performance to increase work and life engagement, and re-gaining critical planning and personal time.

Steve McClatchy is a keynote speaker and author of the award winning New York Times Bestseller: "Decide: Work Smarter, Reduce Your Stress & Lead by Example."

8:00 – 9:45 AM

Annual Business Meeting

Hear about the accomplishments of HFTP from the past year with details on developments and strategies, and what to expect in the next year.

10:05 – 11:45 AM

Everything You Wanted to Know About Tipping and Other Things Learned From Working Both Sides of the Bar 

Still confused about the difference between tips, service charges and auto-gratuities, and when they can be used? What are the tax implications for each and do they affect overtime calculations? Why are tips so difficult for the hospitality industry to grapple with and will the litigation ever end? Can someone please explain how a business can possibly handle them appropriately? And, is there a future for tips in this country? Attendees will get an opportunity to hear from one of the country's leading practitioners in the area of "tip law" who has also been a part of some of the industry's most innovative solutions and biggest litigations. As a bonus, hear secrets our speaker has learned over the years as inside and outside labor counsel for some of the country's most well known hospitality brands.

Carolyn Richmond is co-chair of the Hospitality Practice Group at Fox Rothschild LLP.

10:05 – 11:45 AM

How to Handle a Renovation From Start to Finish

Can you name the four primary types of construction contracts used in today’s market? Do you know how construction invoices are structured? Or, the typical process for review? Experts will walk through these steps, and highlight best practices used by industry leaders. This session will include a summary of the various types of construction contract delivery methods, relevant supporting documents typically required with each monthly invoice or pay application and strategies for cost savings and control. 

David Luker, CPA, is a director with RSM US LLP.
Adam Ryzenman is senior vice president and principal relationship manager in the Business Banking department at Wells Fargo Bank N.A. 

10:05 – 11:45 AM

Building Beautiful Reports and Dashboards with Power BI 

In this hands-on session, bring your laptop to learn how to build finance and executive reports. You will learn how to use and build your own reports in Microsoft’s newest report tool, Power BI. Once the reports are built, you will learn how to share the reports and allow people to ask questions of your data using the Q&A feature. Lastly, learn how to build dashboards that are mobile friendly and that bring together multiple reports into one screen.

Brian Knight is the founder of Pragmatic Works.

11:45 AM – 1:00 PM

Networking Lunch

Enjoy a buffet style lunch and visit with fellow attendees.

1:00 – 1:50 PM

Where Clubs Stand in Their Technology Integration 

Want to see where your club compares to other clubs in regards to technology integration?  Get details on technology use in clubs based on survey results from an early 2017 survey.  The survey sought to get a thorough assessment on how clubs evaluate, purchase, change and/or update systems and how they view system security. The survey authors will provide in-depth analysis on their findings; give insight on trends in club technology and where they are directing their research next.

Agnes DeFranco, Ed.D., CHAE, is a professor at the University of Houston C.N. Hilton College of Hotel and Restaurant Management. She is also an HFTP Global past president and recipient of the HFTP Paragon Award.
Cristian Morosan, Ph.D., CHTP, is an assistant professor at the University of Houston C.N. Hilton College of Hotel and Restaurant Management.

1:00 – 1:50 PM

FLSA Compliance: Top 10 Wage and Hour Mistakes, Including Final Overtime Regulations

Wage and hour lawsuits are the most prevalent type of employment lawsuits today. This presentation will explain to employers how to understand the federal wage/hour laws applicable throughout the country. Among other things, the presentation will cover the different types of exemptions from overtime that exist and the requirements for such exemptions. Also covered will be “off the clock” time issues and how to address tip issues and possible changes to the wage and hour laws being considered by the federal government and class actions.

Ignacio Garcia is with Ogletree, Deakins, Nash, Smoaka and Stewart, PC.

1:00 – 1:50 PM

Going Paperless: Improve Your Information Management and Save a Tree

In recent events of mass natural disaster happening in our world, it is time for us to step up and protect our planet. Do you know the environmental and economic costs of paper production and waste? Printing, copying, etc. costs organizations money, consumes valuable natural resources and pollutes the environment. The time to move toward a paperless, digital office is now – it will not happen without a clear vision for information management, and some new tools. Learn how to go digital, save some trees and start treating information as the business asset it is.

Ronald Hardin is principal at RonHardin.Tech Consulting.

1:00 – 1:50 PM

212 Days to GDPR Enforcement: What You Need to Know and Do

Familiarize yourself with the following phrases: “Privacy by Design,” “Data Protection Impact Assessment (DPA),” “Data Protection Officer (DPO)” and “Binding Corporate Rule (BCR).” For Processors now, those phrases (and many others) will soon become part of your day-to-day vocabulary. These terms originate from the EU General Data Protection Regulation (GDPR), a framework legislated by all EU member states that will be enforced as of May 25, 2018. Unlike previous frameworks, GDPR includes companies outside the EU who either have customers that are EU citizens or who monitor the online identifiers of EU data subjects. This presentation, facilitated by VENZA Partner & EU-office Managing Director, is a do-not-miss GDPR primer for hospitality financial and technology professionals.

Daniel Johnson is partner and co-founder at Venza, Inc.

2:10 – 3:25 PM

Contingency Planning

Does your organization have a contingency plan for emergencies? Crisis management and contingency plans are key for any organization in the hospitality industry any beyond. From natural disasters to system outages, how you react to such emergencies will affect your guest's experience. Learn to plan for the unexpected. 

Frank Wolfe, CAE is CEO at Hospitality Financial and Technology Professionals.

2:10 – 3:25 PM

Understanding and Preparing Cash Flow Projections

Gain an understanding of the process that will help you prepare accurate cash flow projections. Try out the advised method by participating in a hands-on exercise that will conclude with a discussion about analyzing cash flow projections.

Vince Mennella is the chief financial officer for Z Resorts.
Arlene Ramirez, CHAE, CHE, MBA, CHIA
, is principal for ADR Hospitality Consulting. She is also the HFTP Global immediate past president.

2:10 – 3:25 PM

Leadership Begins with You

Are you the leader you expect your leaders to be? This session reviews the lessons learned over the last 30+ years about leadership and how it begins with you. In the end you will discover that leadership is not about your title, but whether or not people follow your lead.

Lisa Funk-Martin, CHAE, is a general manager at Yakima Country Club and a HFTP Global Past President.

2:10 – 3:25 PM

USFRC (Uniform System of Financial Reporting for Clubs): New Edition

The USFRC needs to be reviewed, and a determination needs to be made on whether it is time for a new version. Join an open discussion on what the new edition of the USFRC should contain, and how it should be organized for maximum compliance or standardized use. A roundtable of club CFOs and other stakeholders will begin the discussion and participants will be asked to provide their input.

Moderator Wendy Zurstadt, CHAE+, CPA, CAM, is director of finance at Colliers Reserve Country Club.
Keith Bode, CHAE, CPA, is CFO at Quail West Golf & Country Club.
Daniel Conti, Jr., CHAE, CAM, is CFO at Jupiter Island Club.
E.J. Ewing, Jr., is general manager at Sailfish Point.
Philip Newman, CPA, is a partner at RSM US LLP.

3:45 – 4:35 PM

Going Beyond the Interview

One of the most important things a company can do to ensure success is hire good staff. Interviewing remains an activity professionals think they know all about, but how do you keep from hiring someone whose best skill is coming off well in a job interview? Before you begin your search for the perfect candidate, think about pervious people who have held the position and what skills/qualities made them successful or unsuccessful. Also, take into consideration your company's style and culture, job setting and requirements and any future changes of the company or department that might impact the open position. Discover how interviewing has surpassed the usual technical and team interaction questions, and now focuses more on soft skills, problem solving and social media.

Jim Jandrew is senior service delivery management specialist at Walt Disney Attractions Technology, LLC.
Michael Levie, CHTP is CEO at citizenM and HFTP Global secretary.

3:45 – 4:35 PM

The Economics of Microsoft Office 365

With eight different core plans and dozens of additional options, choosing the proper Microsoft Office 365 subscription can be confusing. Determine key features and related costs of different plans that are good choices for the hospitality industry, and also see a sneak peek at the new Microsoft 365 offerings.

Paul Hoffman, CPA, CITP, GGMA, is CEO at SouthTech.

3:45 – 4:35 PM

Hospitality Industry Ethics: Still Service With a Smile

Bad ethics is bad business. Attention and adherence to ethical practices are a very valuable tool within the hospitality industry. Good ethics must be taught and reinforced in the workplace to ensure a strong public image for your organization. From executives to front line employees, exemplary ethical practices must guide the delivery of products and services. The display of a commitment to ethics increases a company’s long term prospects of influencing stakeholders and customers, and is a major driving factor for long term profits. Learn how to implement ethical practices within your organization.

Arthur Sims, II is a lecturer at the Rosen College of Hospitality at the University of Central Florida.

Sponsored by: PAS

3:45 – 4:35 PM

Global Economic Update

Examine current economic and capital market trends. The analysis will have an emphasis on areas of the global markets that offer attractive risk and reward characteristics. Get an outlook on stocks/bonds, and provide economic and value-based support in this interactive session.

Jim Meek is director of investments at The J.K. Meek Group at Graystone Consulting.

5:30 – 9:00 PM

HFTP Helps Silent Auction

HFTP will host the annual HFTP Helps fundraiser, including a silent auction, at this year’s Annual Convention with all proceeds donated to Camp Boggy Creek, a free, safe and medically-sound camp environment that enriches the lives of children with serious illnesses and their families. This event brings together attendees to engage in a social responsibility project benefiting the local community where the convention is held.

Donations Requested

Donate an item for the silent auction to help build offerings for the event. Item suggestions include food gift baskets, hotel room nights, spa packages, golf rounds, gift cards and more. To donate, contact HFTP Director of Communications Eliza Selig at eliza.selig@hftp.org.

Learn More>

6:15 PM – Midnight

HFTP's Annual Tribute to Success

(Formerly President's Evening) Participate in a formal and fun evening dedicated to recognizing individuals who have made a significant impact on both HFTP and the hospitality industry. HFTP will honor the incoming HFTP Global leadership, as well as others who have helped the association achieve success. After an elegant dinner, you can dance the night away. Dress for this event is black-tie optional.

In conjunction, HFTP Helps will host a silent auction to benefit Camp Boggy Creek. Numerous items will be available to bid on, giving attendees the opportunity to show their support. 

Event Schedule

  • 5:30 - 9:00 PM - HFTP Helps Silent Auction 
  • 6:15 PM - Doors and Bars Open
  • 6:45 - 7:45 PM - Installation Ceremony
  • 7:45 PM - Dinner and Dance Party Begins