Transit Finance Learning Exchange | Dallas, TX

T-FLEX FEBRUARY 2005 WORKSHOP KPIS, MEASURING PERFORMANCE, AND OPERATIONAL ISSUES Dallas, TX February 28-March 2, 2005
Day 1 - Monday, February 28, 2005
7:30 AM	Continental Breakfast
8:00 - 8:45 AM	Welcome and review meeting objectives Terry Cordell, T-FLEx Leadership Committee/CFO RTC of Southern Nevada welcomes participants. Gary Thomas, President/Executive Director, DART, provides the group a brief overview of recent DART accomplishments and plans. PowerPoint Presentation [requires MS PowerPoint]
8:45 - 10:45 AM	KPIs Sharon Leary, CFO, updates the group on DART's Balanced Scorecard, describes how DART is pushing agency KPIs down to the division level, and talks about how the budget is used to determine and track KPIs. Time allowed includes Q&A and discussion and a 15-minute break. PowerPoint Presentation [requires MS PowerPoint]
10:45 AM - 12:00	CFO as Business Leader Chris Poinsatte, TFLEX founder and CFO, Dallas-Ft. Worth Airport, leads a discussion on the role of the CFO as leader in the business performance arena. PowerPoint Presentation [requires MS PowerPoint] Wright Amendment PowerPoint Presentation [requires MS PowerPoint]
Noon - 1:00 PM	Lunch
1:00 - 2:30 PM	DART Paratransit Operations Presentation by Doug Douglas, Vice President of Paratransit Services on operational aspects of this top-of-the-line paratransit process, addressing how the program works, changes made over time, and how it is funded. Time allowed includes Q&A. PowerPoint Presentation [requires MS PowerPoint]
2:30 - 4:45PM	Needs & Leads Facilitated discussion of learning & development needs and business practices that others can emulate. Time includes allowance for break.
4:45 PM	Wrap-up Day One
5:30 PM	Group Dinner/Outing
Day 2 - Tuesday, March 1, 2005
7:30 AM	Continental Breakfast
8:45 - 10:15 AM	Managing and Measuring Marketing Sue Bauman, DART Vice President for Marketing and Communications details methods to determine the efficiency of the agency's marketing program. Time allowed includes Q&A and discussion. PowerPoint Presentation [requires MS PowerPoint]
10:15 - 10:30 AM	Break
10:15 - 11:30 AM	TFLEx Website, Transit 101 and 201 Update Ray Garton, TFLEx webmaster, reviews website changes and upgrades to the original Transit 101 modules and status of Transit 201 modules to date.
11:30 AM- 1:00 PM	Lunch
1:00 - 3:00 PM	Managing Operational Issues Facilitated group discussion of operational issues affecting member agencies: Best practices in developing the operating budget Labor cost budgeting Managing overtime and sick time(including FMLA) How to be successful managing relations with unions and union employees E-commerce, with report from WMATA and MTA Other
3:00 - 3:15 PM	Break
3:15 - 4:30 PM	Treasury/Investment Innovations Allan Sharkey, Treasurer at the RTA in Chicago discusses his agencies experience with derivatives, swaps and other innovative investments. PowerPoint Presentation [requires MS PowerPoint]
4:30 - 4:45 PM	Wrap-up Day Two and Overall Workshop Evaluation
Day 3 - Wednesday, March 2, 2005 - Business Meeting
7:30 AM	Continental Breakfast
8:00-11:00 AM	Please note that attendance at the business meeting is a must for at least one representative of member agencies. Representatives must be authorized to speak for their agency during the meeting. Meeting Agenda: T-FLEx financial status/budget update Outline plans for future workshops Membership growth strategies, status, and prospects

Dallas, TX - February 28-March 2, 2005