CSMFO 55TH ANNUAL CONFERENCE

Transcription

CSMFO 55TH ANNUAL CONFERENCE
TUESDAY, FEBRUARY 17 - FRIDAY, FEBRUARY 20, 2015
Portola Hotel and Monterey Conference Center
Monterey, California
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2015 President’s Letter
Dear Conference Attendee:
As your 2015 CSMFO President, I would like to welcome you to CSMFO’s 55th Annual Conference in
beautiful Monterey, CA. I’m excited for CSMFO to be returning to Monterey for our Conference. The
last time we were here was 1999! This is a perfect setting to host CSMFO’s premier event of the year,
“The Changing Tides of California Finance.” This is truly CSMFO Week in Monterey!
My fellow Board of Directors, along with our Conference Host Committee, are glad you once again
chose to attend this outstanding training event. This week will afford you the opportunity to earn up to
22 CPEs, get up-to-date reports on legislation and economic forecasts and network with your fellow
orientation scheduled on Wednesday at 11:00 am. This session will provide you with an abundance of
most out of our organization and the Conference.
Your Host Committee has expanded the training opportunities by starting out the week with two Pre-Conference sessions on
Tuesday. In addition, we are again offering an early-bird session prior to the opening general session on Wednesday, which
Wednesday at noon with not one, but two keynote speakers that promise to entertain you and get the Conference started on a fun
and positive note. As the week progresses, be sure to attend the general sessions whose speakers will be presenting information
critical to our agencies’ decision making. Additionally, our Program Committee has put together over 35 outstanding sessions
that present insights, strategies, techniques and best practices across a spectrum of topics presented by a wealth of experts
experience.
The Exhibit Hall has a new opening time this year! If you arrive early on Wednesday morning we encourage you to visit the
exhibitors beginning at 10:00 am in the Exhibit Hall, located in the Serra Ballroom in the Conference Center. If you miss them at
that time, they will be open on Wednesday afternoon, Wednesday evening for the vendor reception and Thursday through the
afternoon break. Our commercial members are dedicated to assisting you in your daily strategies and solutions, not to mention
being an integral part of our organization. Without our commercial sponsors’ support we would not be able to provide the
quality speakers and events that make this Conference such a success year after year. Please make a point to visit the Exhibit
Hall and thank them for their support!
Are you also ready for some relaxation, networking and having some fun? Then, be sure to attend our “Cruise the Night Away”
party on Thursday evening in the lobby, ballroom and lounge of the Portola Hotel. Get your sea-faring legs on and don’t forget
your wristband, which is required for this event. Come prepared to socialize with your colleagues and have some fun, complete
with casino style gaming, a karaoke bar, a strolling magician and a soulful band that will have you dancing into the night!
In closing, a Conference of this size and magnitude could not take place without dedicated individuals who devote countless
hours of their time to ensure our attendees have a great learning experience. To the members of the 2015 Annual Conference
Host and Program Committees, please accept my sincere thanks for all your contributions and hours spent in the planning
process that was integral to making this another outstanding Conference. In addition, I wish to extend a big “thank you” to Smith
Moore & Associates, Inc. and Meeting & Association Management Services, Inc. for your expertise and assistance in making this
Conference a success.
Again, thank you for joining us in Monterey. Listen, learn, network and enjoy!
Jesse Takahashi
Finance Director, City of Campbell
2015 CSMFO President and Conference Chair
CSMFO Leadership
..................................................................... 2
2015 Standing Committees & Board Chapter Liaisons ....................................... 3
2015 Chapter Chairs & League Policy Committee Appointees........................ 5
CSMFO Past Presidents ................................................................................................... 7
2015 General Information.......................................................................................................... 7
Tuesday, February 17, 2015
2015 Pre-Conference Training Session ......................................................................8
Wednesday, February 18, 2015
Early Bird Session ..............................................................................................................9
Luncheon & Keynote Speaker.......................................................................................11
2015 Concurrent Sessions..............................................................................................12
Thursday, February 19, 2015
2015 Concurrent Sessions..............................................................................................13
Luncheon & General Session ........................................................................................15
Cruise the Night Away with CSMFO ........................................................................ 19
Friday, February 20, 2015
Breakfast, Business Meeting, Awards & General Session .................................. 20
2015 Concurrent Sessions................................................................................................21
Exhibitor Listing .........................................................................................................................23
2015 Sponsors & Exhibitors .................................................................................................. 36
Complete Program At A Glance ......................................................................................... 38
CALIFORNIA
SOCIETY of MUNICIPAL
FINANCE OFFICERS
Learn more about us by visiting our website at www.csmfo.org.
www.csmfo.org | 1
2015 OFFICERS, DIRECTORS & COMMITTEES
2015 CSMFO OFFICERS
DIRECTORS
PRESIDENT
Northern Representatives
Jesse Takahashi ...................... City of Campbell
Joan Michaels, City of Dixon
PRESIDENT-ELECT
Marcus Pimentel, City of Santa Cruz
John Adams .................... City of Thousand Oaks
Karan Reid, City of Concord
PAST PRESIDENT
Pamela Arends-King .................... City of Tustin
Southern Representatives
Barbara Boswell, City of Lancaster
2015 ANNUAL CONFERENCE
HOST COMMITTEE
Brent Mason, City of Riverside
Margaret Moggia, West Basin Municipal Water District
Jesse Takahashi ............. Chair, City of Campbell
Drew Corbett ..........................City of Menlo Park
Jane Corpus...................................City of Milpitas
Tori Hannah ..................................City of Capitola
Patty Kong ......................... City of Mountain View
Lauren Lai........................................City of Marina
Marcus Pimental.....................City of Santa Cruz
Julie Porter .................................City of Monterey
Karan Reid ................................... City of Concord
Tim Seufert ....................................................NBS
Anna Van Degna ......................................... Stifel
2015 ANNUAL CONFERENCE
PROGRAM COMMITTEE
Viki Copeland ....................................... Chair
Ronnie Campbell ......................... Vice Chair
Mary Bradley ...........................Senior Advisor
Joan Michaels ..........................Board Liaison
John Adams .......................................Member
Harriet Commons ............................Member
Drew Corbett ....................................Member
WIRELESS ACCESS
If you are staying at the Portola Hotel, you may purchase Wi-Fi in your sleeping room at
the discounted rate of $5.00 for 24 hours of connectivity on one device. This Wi-Fi will
also work in all of the Portola Hotel meeting space. If you are not staying in the hotel, you
may pay for the Wi-Fi on your device at the full rate of $9.95 for a 24 hour period. If you
would rather not pay for Wi-Fi at the Portola Hotel, there is free Wi-Fi access throughout
seating as well as a charging station in the center to relax and connect!
2 | The Changing Tides of California Finance 2015
2015 STANDING COMMITTEES & BOARD CHAPTER LIAISONS
ADMINISTRATION
Ernie Reyna Chair, Western Riverside Council of Governments
PROFESSIONAL STANDARDS &
RECOGNITION
Stephen Parker...............................Vice Chair, City of Stanton
Mike Gomez ............................. Chair, City of Riverside
Bob Biery .....................Senior Advisor, City of Westlake Village
Jason Al-Imam.......................Vice Chair, City of Los Alamitos
Brent Mason ........................... Board Liaison, City of Riverside
Craig Boyer......... Vice Chair, Transbay Joint Powers Authority
CAREER DEVELOPMENT
Scott Catlett ..........................Senior Advisor, City of Riverside
Barbara Boswell ..................Board Liaison, City of Lancaster
Scott Catlett ........................................Chair, City of Riverside
Carrie Corder .....Vice Chair, Cucamonga Valley Water District
PROGRAM
Will Fuentes .............................. Vice Chair, City of Union City
Viki Copeland .......................... Chair, City of Hermosa Beach
Mary Bradley ...........................Senior Advisor, City of Fremont
Ronnie Campbell ....................... Vice Chair, City of Camarillo
Margaret Moggia .......................... Board Liaison, West Basin
Mary Bradley .......................... Senior Advisor, City of Fremont
Municipal Water District
Margaret Moggia .......................... Board Liaison, West Basin
CONFERENCE SITE SELECTION
Laura Nomura .........................Chair, Riverside Public Utilities
Drew Corbett ........................... Vice Chair, City of Menlo Park
Terri Willoughby................Vice Chair, City of San Bernardino
Municipal Water Department
David Cain .................... Senior Advisor, City of Fountain Valley
TECHNOLOGY
Chu Thai ........................................Chair, City of Monterey Park
Gloriann Sasser ......... Vice Chair, Moraga-Orinda Fire District
Barbara Boswell ..................Senior Advisor, City of Lancaster
Marcus Pimentel ................Board Liaison, City of Santa Cruz
Karan Reid ...............................Board Liaison, City of Concord
MEMBERSHIP BENEFITS
Steve Heide ........Chair, Chino Valley Independent Fire District
Isaiah Hagerman ................ Vice Chair, City of Rancho Mirage
Drew Corbett ......................Senior Advisor, City of Menlo Park
Christy Pinuelas .............. Senior Advisor, City of Agoura Hills
Joan Michaels .......................... Board Liaison, City of Dixon
2015 BOARD CHAPTER LIAISONS
Barbara Boswell .................................................Desert Mountain, Coachella Valley, San Gabriel Valley
Brent Mason .............................................................. Inland Empire, Orange County, San Diego County
Joan Michaels ......................Sacramento Valley, Northeast Counties, Northwest Counties, North Coast
Margaret Moggia ............................. South Bay (LA), Central Los Angeles, Imperial, Channel Counties
Marcus Pimentel ........................................................Monterey Bay, South San Joaquin, Central Coast
Karan Reid .........................................................................................Peninsula, Central Valley, East Bay
www.csmfo.org | 3
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2015 CHAPTER CHAIRS & LEAGUE POLICY COMMITTEE APPOINTEES
2015 CHAPTER CHAIRS
Central Coast ...........................................................................................Brad Wilkie, City of Lompoc
Central LA....................................................................................................Monica Lo, City of Whittier
Central Valley .................................................................................. Minnie Moreno, City of Patterson
Channel Counties ...................................................Joseph Lillio, Las Virgenes Municipal Water District
Coachella Valley ...............................................................Kay Godbey, Coachella Valley Water District
Desert Mountain ........................................................................... Marc Puckett, Town of Apple Valley
East Bay ...............................................................................................Erick Cheung, City of Piedmont
Imperial County ......................................................................................................................... Vacant
Monterey Bay ..........................................................................................Tori Hannah, City of Capitola
North Coast .......................................................................................... Bill Mushallo, City of Petaluma
Northwest Counties .................................................................................................................. Vacant
Orange County ..................................................................................Stephen Parker, City of Stanton
Peninsula................................................................................ Kathleen VonAchen, City of San Mateo
Sacramento Valley ........................................................................ Robin Bertagna, City of Yuba City
San Diego County................................................................................Irina Kumits, City of San Diego
San Gabriel Valley .......................................................................... Tracey Hause, City of Temple City
South Bay ....................................................................... Kathryn Downs, City of Rancho Palos Verdes
South San Joaquin ............................................................................... Ronney Wong, City of Fowler
LEAGUE POLICY COMMITTEE APPOINTEES
Administrative Services ..............................................................Stuart Schillinger, City of Brisbane
Community Services ...........................................................................Irina Kumits, City of San Diego
Employee Relations .............................................................................Robert Harmon, City of Tracy
Environmental Quality .................................................. Kathryn Downs, City of Rancho Palos Verdes
Housing, Community & Economic Development ..............................Joan Michaels, City of Dixon
Public Safety ................................................................... Kim Juran-Karageorgiou, City of Los Altos
Revenue & Taxation .......................................................................Bob Biery, City of Westlake Village
Transportation, Communications & Public Works ........................... Robin Borre, City of Stockton
Meet with a CalPERS Actuary
for one-
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1/15/15 6:31 PM
CSMFO PAST PRESIDENTS
1958
1959
1960
1961
1962
1963
1964
1965
1966
1967
1968
1969
1970
1971
1972
1973
1974
1975
1976
Raymond Wood ........................... Beverly Hills
Raymond Wood ........................... Beverly Hills
R. Neal Bearden................................ Hayward
William Hard ............................. Santa Monica
John Brophy ..............................Redwood City
Shelby Langford .........................Palm Springs
Charles Bird .......................................Modesto
Walter Berg .......................................... Fresno
Douglas Ogden ................................. Anaheim
Monty Kitchen ..............................Sacramento
Stanley Bara ...................................... Norwalk
Jack Ference ..............................Redwood City
Harry Weber ..................................El Segundo
Carl V. Husby................................... Sunnyvale
William Dundore ............................... Torrance
Stanley Pinkoski .................................Concord
LeRoy Barton..................................Inglewood
Martin Allen .................................Sacramento
Dallas Flicek ...............................Palm Springs
1977
1978
1979
1980
1981
1982
1983
1984
1985
1986
1987
1988
1989
1990
1991
1992
1993
1994
1995
Ronald Beach .................................. Monterey
Denny Hayes*................................ Bakersfield
Robert L. Hargrave ............................Roseville
Donald M. Nuttall ..................Santa Fe Springs
Jack R. Crist ..................................Sacramento
Barbara A. Henderson ...................... Fullerton
Kent South ........................................ San Jose
Robert S. Biery ........................Thousand Oaks
Dewey Evans ................................... Monterey
George P. Ferrone.............................. Anaheim
William Feldmeier .................................. Davis
Nancy Hicks .................................... Lakewood
John L. DeRussy..............................San Mateo
Irwin Bornstein .......................... Mission Viejo
John (Stan) Lindsay ....................... Santa Rosa
Steve D. Temple ....................................Hemet
Kurt Hahn......................................Healdsburg
Roderick R. Coloma..........................Santa Ana
Robert C. Leland .................................Fairfield
1996
1997
1998
1999
2000
2001
2002
2003
2004
2005
2006
2007
2008
2009
2010
2011
2012
2013
Barbara Steckel ................................ Riverside
Zenda James .................................... Alameda
Howard Longballa ...........................Alhambra
Mary Bradley .................................. Sunnyvale
Derek Hanway ................................... Burbank
Bill Statler ..............................San Luis Obispo
Barbara Underwood ................................Vista
Zane Johnston ........................................ Tracy
Anita Lawrence ................................Camarillo
Janet Salvetti ....................................Stockton
Mark Alvarado ..................................Monrovia
Brad Grant ...........................................Merced
Viki Copeland ......................... Hermosa Beach
Thomas Fil .........................................Belmont
Ronnie Campbell ..............................Camarillo
Scott Johnson .....................................Oakland
Laura M. Nomura ......Riverside Public Utilities
Pauline Marx ... City & County of San Francisco
2014 Pamela Arends-King....................City of Tustin
*deceased in office
2015 GENERAL INFORMATION
ABOUT YOUR BADGE & TICKETS
entitled to attend all business sessions, all Conference sponsored meal functions and all Conference social events.
Drink tickets for the vendor reception on Wednesday night and Thursday banquet are included in your registration packet. A paper
wristband for the Thursday banquet will only be included with your registration packet if you checked the box to attend the event on
your registration form. The price for the Thursday evening event is included in all “Full Conference” registration fees.
MESSAGE CENTER
A message center will be provided in the registration area. Please check the message board for personal messages and general
announcements.
CPE CREDIT
Use your name badge to scan into Pre-Conference Sessions, Breakout Sessions and all General Sessions. This will record your attendance
for CPE tracking.
number after the Conference! You may want to keep a record of the sessions you attended to make sure that all of your sessions have
been properly recorded.
AWARD CERTIFICATE
review.
www.csmfo.org | 7
2015 PRE-CONFERENCE TRAINING SESSIONS
TUESDAY, FEBRUARY 17, 2015
Information Technology & Budgeting for Finance Managers
Location: Cottonwood Room
9:00AM - 3:00PM
Back by popular demand from last year’s conference, we have an updated session with tools and insights to help IT and Finance
information and concepts needed to communicate effectively with the IT department in your organization. You will receive an
overview of IT topics such as the following:
•
Technical Infrastructure
•
Applications Management
•
End-user Support
•
Cyber Security
•
IT Planning and Budgeting
•
Project Management
This session will give you tools to foster better understanding and collaboration with the IT department, with special focus on
understanding and interpreting IT budget requests and metrics, as well as leadership principles.
This class is based on the GFOA publication, IT Budgeting and Decision Making: Maximizing Your Government’s Technology
Investments, and will enable you to understand IT concepts at a level that fosters collaboration, give you the tools to analyze
the IT budget for your organization, and improve your ability to discuss capital and operational considerations of proposed IT
projects.
SPEAKER: Phil Bertolini, Deputy County Executive/CIO, Oakland County, Michigan
MODERATOR: Harriet Commons, Retired Finance Director, City of Fremont
Everything You Wanted to Know About Municipal Revenues But Were Afraid to Ask
Location: Ironwood Room
11:00 am – 3:00 pm
A constant concern for cities, counties and special districts is ensuring that their revenues are accurately forecast and maximized.
The discussion will also include general and regulatory fees, special assessments and taxes, and other relevant options, and
provide perspectives and context for their use. In addition to the “nuts and bolts,” the panel of presenters will also provide
Handbook.
SPEAKERS: Michael Coleman, Fiscal Policy Advisor, League of California Cities, and Special Advisor to CSMFO; Lloyd de Llamas,
Executive Chairman, Hinderliter, de Llamas and Associates; Tim Seufert, Managing Director, NBS
MODERATOR: David McPherson, Revenue & Tax Administrator, City of Oakland
2015 EARLY BIRD SESSIONS
WEDNESDAY, FEBRUARY 18, 2015
REGISTRATION OPEN – Portola Lobby – 8:00 am – 5:30 pm
Early Bird Session 9:00 am – 11:00 am
Exhibit Hall Open 10:00 am – 11:45 am
New Member Orientation 11:00 am – 11:45 am
Luncheon & Keynote Speaker 12:00 pm - 2:30 pm
In Control: Getting Familiar with the New COSO Guidelines
Location: Steinbeck Forum
9:00 am – 11:00 am
the expanded framework and consider its application to local governments.
including
Government Manager’s Guide, and more.
Evaluating Internal Controls: A Local
SPEAKER: Stephen Gauthier, Director, Technical Services Center, GFOA
MODERATOR: Drew Corbett, Finance Director, City of Menlo Park
NEW MEMBER ORIENTATION: Getting the Most Out of CSMFO
Location: Portola Room
11:00 am – 11:45 am
Come meet members of the CSMFO leadership team, and learn how to get the most out of the conference and your membership
new members and veterans alike who want to better understand all that CSMFO has to offer.
Speaker: Steve Heide, Finance Manager, Chino Valley Independent Fire District
www.csmfo.org | 9
GENERAL
GENERAL &
& CONCURRENT
CONCURRENT SESSIONS
SESSIONS
Wednesday-Friday,
Wednesday - Friday,February
February18-20,
18 - 20,2015
2015
KEYNOTE SPEAKER:
Don McMillan
“The Funny Side of Municipal Finance”
Location: De Anza Ballroom
12:00 pm – 2:30 pm
Presiding: Jesse Takahashi, CSMFO President, Finance Director, City of Campbell
When you hear California Municipal Finance you immediately think - comedy! Okay, maybe
you don’t - but Don McMillan does. This former-engineer-turned-stand-up-comedian made
a major change in his life when he quit his Silicon Valley start-up company in 1993 and went
humor in our everyday work lives - even in Municipal Finance! From “Life After Death by
who is GASB compliant. After watching Don you will never look at your job the same way
again. So, sit back, relax and laugh!
OPENING SPEAKER:
Joe Castillo
who has developed a new way of telling stories with his hands in the sand. SandStory is a
unique way of storytelling that uses sand art, a light table and music as a medium. He has been
seen live in all 7 continents, over 43 countries, and into 35 different languages. He has done
event for world leaders including President Carter, President Bush, President Clinton, Hillary
DESSERTS & EXHIBITS
DESSERT IN EXHIBIT HALL
EXHIBIT AREA OPEN
Serra Ballroom
2:30 pm – 3:30 pm
Serra Ballroom
2:30 pm – 6:00 pm
www.csmfo.org | 11
WEDNESDAY, FEBRUARY 18, 2015 3:30 PM - 4:45 PM
Crossing the Line: Identifying Fraud in Government
It’s All in the Details: Capital Assets, Fund Balance & Net Position
This session will evaluate the changing landscape of fraud in government,
identifying when that imaginary line is crossed. The speakers will discuss
the public perception versus legal interpretation of when fraud has
been committed, as well as best practice fraud monitoring tools, and
the importance of the “tone at the top.” The panel will have stories and
examples of the impacts and fallout of fraud in government. They will
also share new tips and tools used for fraud detection in auditing, and
the changing pressure on auditors to detect fraud as a result of recent
government scandals, including the City of Bell and the City of Dixon,
Illinois.
There is nothing particularly exotic about capital assets, fund balance
and net position. All three accounts can be found in virtually any state
or local government balance sheet or statement of net position. All
Speakers: Debby Cherney, Assistant General Manager – Finance and
Administration, Eastern Municipal Water District; Margaret Moggia,
Farr, Shareholder, Mayer Hoffman McCann P.C.
Moderator: Stephen M. Parker, Administrative Services Director, City of
Stanton
So Much Money…What Are My Best Investment Options?
Location: Bonzai Room
This session will discuss current market development and how these
trends will likely impact the investment market. The panel will focus
on managing liquidity in a rising interest rate environment, presenting
strategies for both the short- and long-term portions of your portfolio.
Bernardino; Deanne Woodring, President, Government Portfolio
Advisors
Moderator: Mark Uribe, Assistant Director of Finance, City of Camarillo
The California Drought – What is in Your Rates?
Ben Franklin once said, “We know the value of water when the well runs
dry”…and it’s now running dry in California. Whether the result of climate
change or normal weather cycles, an already hostile and contentious
Proposition 218 rate-setting environment is becoming even more
challenging. This presentation will consider the following:
•
Social Justice
•
Desalinization
Implications
Speakers: Martin Krieger, Finance Director, Desert Water Agency;
Greg Clumpner, Director, NBS; Robert DeLoach, President, DeLoach &
Associates
Moderator/Speaker: Martin Krieger, Finance Director, Desert Water
Agency
having to address practical issues involving the proper accounting
session will examine some of those issues and explore how they can
be resolved.
Speaker: Stephen Gauthier, Director, Technical Services Center, GFOA
Moderator: Pamela Arends-King, Finance Director/City Treasurer, City of
Tustin
The Latest and Greatest on Pensions, OPEB, Bankruptcies, Local
Initiatives and the Future of the Defined Benefit Plan
Location: Colton Room
they protected or threatened? This session will explore several issues affecting
pensions and OPEB now and into the future. It will cover the implications of
local agency bankruptcies, court case outcomes on retiree health care, local
and statewide initiatives to cut pensions for existing and future employees,
and what your rates will look like in the near future. This session will also
address the notion of whether being 80 percent funded is necessary to be
considered a “healthy” plan.
Speakers: Amy Brown, Owner, Public Retirement Journal; Jeff Chang,
Shareholder, Chang Ruthenberg & Long, P.C.
Moderator: Marcus Pimentel, Finance Director, City of Santa Cruz
What Finance Officers Need to Know About Cyber Security
Location: Ferrante Room
Are you spending scarce government dollars on cyber security technologies
that may or may not protect your organization’s data? Do you feel like you
have been throwing dollars at a wall to see what will stick? Do you have a
strong cyber security plan and you would like to validate your investment?
Are you trying to be transparent and safe at the same time?
If you answered yes to any of the questions above, then this session is for
you. Cyber security is everyone’s responsibility, and this session will cover
the basics of securing your systems and data while understanding the large
investment that must be made. Cyber security is a moving target and
a strategic investment. Oakland County, Michigan has invested heavily in
strengthening its cyber security posture. This session will outline the County’s
efforts, along with practical solutions that will help governments in California
embrace best practices and become more secure.
Speaker: Phil Bertolini, Deputy County Executive/CIO, Oakland County,
Michigan
Moderator: Barbara Boswell, Finance Director, City of Lancaster
Wednesday, February 18, 2015
Exhibit Hall • Serra Ballroom • 4:45 pm – 6:00 pm
2015 Concurrent Sessions General Information for Thursday February 19
Breakfast in Exhibit Hall ............ 7:30 am – 8:30 am
Registration Open ..................... 7:30 am – 5:00 pm
Exhibit Hall Open ........................7:30 am – 2:30 pm
Break in Exhibit Hall .................. 9:45 am – 10:15 am
THURSDAY,
FEBRUARY 19, 2015 8:30AM - 9:45AM
2014 CONCURRENT
SESSIONS
Pragmatic Approaches to Long-Term Planning
How can you budget that far out? When are you predicting the next
recession will occur? How accurate are you? Common misconceptions
Success Stories of Cities that Turned Crises into
Opportunities
Learn how the California cities of Los Angeles, Vallejo and Mammoth
from taking advantage of these invaluable tools. While it can seem
daunting, implementing long-term planning into your organization is
out what methods and tools they have utilized, what alliances and
partnerships they have found to be essential, what mistakes they have
made and what lessons they have learned.
board and the public. Come hear from two cities that have successfully
integrated long-term planning into their budgeting processes and
Angeles; Craig Whittom, Assistant City Manager, City of Vallejo;
Marianna Marysheva-Martinez, Managing Director, FTI Consulting
is and isn’t, lessons learned and practical advice on implementing longCouncil of Governments
Speakers: Tim Kirby, Assistant Director of Finance, City of Sunnyvale;
GASB Update—What You Need to Know Now
Moderator: Erick Cheung, Finance/HR Director, City of Piedmont
The Changing (and Challenging) Municipal Bond Market
Landscape
to respond to the SEC’s “MCDC Initiative.” Local governments are left
wondering what structure needs to be put in place so that they can
for providing such ideas and services. This session will focus on how to
with the comfort level that taxpayers are demanding while still ensuring
the best pricing.
Deferrals are front and center this year, and the time for implementation
of new pension standards is upon us. While pensions remain in the
forefront, there are two additional standards of which governments
guarantees. This session will explore the issues that are being faced
with the implementation of GASB standards, including an overview of
statement readers.
Speaker: David Bean, Director of Research and Technical Activities,
Governmental Accounting Standards Board
Moderator: Craig Boyer, Finance Coordinator, Transbay Joint Powers
Authority
Speakers: Brent Mason, Finance Director, City of Riverside; Raul
Amezcua, Managing Director, Stifel; David Brodsly, Managing Director,
KNN Public Finance
Moderator/Speaker: Brent Mason, Finance Director, City of Riverside
www.csmfo.org | 13
Enhancing the Connection Between Finance and Human
Resources
both are underneath the Administrative Services umbrella, or they are
functions are closely intertwined. As such, strong coordination and
cooperation between the two groups is essential to creating and
maintaining a high-performing organization. This session will cover critical
What a Finance Officer Needs to Know About Cloud Computing
It seems not a day goes by without hearing the term “Cloud Computing.”
It’s the latest buzz, but the Cloud can be very confusing. What exactly is
need to know? In this session, you will learn the basics of Cloud computing
for local governments, including the difference between hosted and SaaS
solutions, as well other terms like PaaS and IaaS. Software vendor offerings
will be discussed, as well as the momentum of Cloud solutions in the local
government market, and you will learn how the Cloud software cost
structure impacts your budget. Finally, we will answer some key questions,
including the following:
OPEB issues, among others. In this session, Finance professionals will learn
• What does it cost?
also how that alignment can be achieved. Speakers representing both
collaboration.
• What are some of the important points to consider when selecting Cloud
solutions?
• Could Cloud-based software be right for your organization?
Speaker: Lalo Perez, Administrative Services Director/CFO, City of Palo
Alto; Melissa Tronquet, Labor Relations Manager, City of Palo Alto
Moderator: Tracey Hause, Administrative Services Director, City of
Temple City
Speakers: DeAnna Hilbrants, Finance Director, City of Sonoma; Ronald
Loos, Director, SoftResources
Moderator: Marc Puckett, Assistant Town Manager – Finance &
Administration, Town of Apple Valley
THURSDAY, FEBRUARY 19, 2015 10:15 AM - 11:30 AM
Here We Go Again! Big Changes in Measuring OPEB Costs
and Liabilities
standards that will parallel the pension accounting changes – and add
changes virtually eliminating the “community rating exception,” which
session, an experienced actuary and an auditor will detail the changes, and
Frog Protection? No – Fraud Prevention!
If you want Frog Protection, this session may not be the one for you. And
you just might not be on the same page as your insurance company, either!
This session will cover Fraud Prevention and will leap into such topics as
the following:
•
The top ten fraud prevention tips
•
Key internal controls that reduce the risk of fraud
War stories will also be shared – real life case studies to help you make sure
you’re not the next victim of fraud. You can’t simply rely on the external
audit to detect fraud for you. This session will outline best practices
and initial steps to take in the investigation process when you think an
employee may be stealing from your organization. The role of your
agency’s governing body in fraud prevention will also be discussed.
Speakers: Tim Przybyla, Finance Director, City of Madera; Fausto
Partner, Vicente, Lloyd & Stutzman; Geoffrey Kischuk, President, Total
Compensation Systems, Inc.
Hinojosa, Managing Partner, Price Paige & Company
Moderator: Ronnie J. Campbell, Director of Finance, City of Camarillo
Moderator: Robin Bertagna, Finance/IT Director, City of Yuba City
The Coleman Report
Michael will discuss the latest hot legislative and budget issues in the
Capitol, important legal developments, current trends and issues in key
local revenues, including sales tax, property tax, highway users tax, and
Speaker: Michael Coleman, Fiscal Policy Advisor, League of California
Cities, and Special Advisor to CSMFO
Keys to Successfully Leading a Finance Department
What do you need to know to be an effective Finance Director? What’s
especially important in making the transition into the role? How can you
know or haven’t had experience handling? What resources will help you
prepare for success as a Finance Director? Whether you are a new Finance
Director, actively pursuing these opportunities or simply interested in
learning more about this role, you will enjoy a lively panel discussion. Bring
your questions and gain insights to help plan the next steps of your career.
Speakers: Drew Corbett, Finance Director, City of Menlo Park; Scott
Catlett, Assistant Finance Director, City of Riverside; Debbi Lauchner,
Finance Director, City of Vallejo
CSMFO Coaching Program
The Ten Deadly Sins! Or…How to Avoid the Potholes on the
Road to a Successful ERP
While no one can completely eliminate the inherent risks associated
key activities that can minimize the risks and help ensure success. The
starts in the initial planning, and continues through post-implementation.
a procurement…and then it takes thousands of big decisions to have a
successful implementation.
DESSERT
& PRIZE
DRAWINGS
At a high level, a successful implementation starts with clear requirements
establish a clear strategic vision and obtain organizational buy-in before you
start the implementation journey. Once you initiate implementation, the
road to success is achieved through commitment, dedication, adaptability,
Exhibit Hall
Serra Ballroom
1:45 pm – 2:30 pm
effective management of the ten key activities does not guarantee success;
much smoother.
Speakers: Mike Gomez, Financial Resources Manager, City of Riverside;
Terry Hackelman, Managing Principal, NexLevel Information Technology,
Inc.
Moderator: Steve Heide, Finance Manager, Chino Valley Independent Fire
District
Thursday, February 19, 2015 - Luncheon & Keynote Speaker:
Jordan Levine
, Director of Economic Research, Beacon Economics
11:30 am – 1:45 pm
Presiding: Jesse Takahasi, CSMFO President, Finance Director, City of Campbell
State & Local Outlook for the Economy and Revenues
forecast for the California and U.S. economies. Attendees will gain insight into the direction the
economy will take over both the near- and long-term future and hear analysis of key economic
consumer spending, bankruptcies, business activity, personal income, international trade and GDP
growth. The presentation will also focus on the leading risks still facing the state’s economy,
including the high cost of housing.
and updating Beacon Economics’ quarterly state and metro area forecast models. He also manages
of Commerce, the California Bankers Association and Paulson & Co., Inc., among many others.
www.csmfo.org | 15
THURSDAY, FEBRUARY 19, 2015 2:30 PM - 3:45 PM
An Update to Best Practices in Communicating Your Budget
Effectively
Building trust with the public through budget communication is of great
importance. But as every year turns, so do expectations of information
delivery. Technological and generational changes have created a need to
review how an agency communicates its budget. This session will discuss
how the presentation of budget information has changed, and what
opportunities lie ahead.
Speakers: David Cain, Finance Director/Treasurer, City of Fountain
Valley; Mike Gomez, Financial Resources Manager, City of Riverside
Moderator/Speaker: David Cain, Finance Director/Treasurer, City of
Fountain Valley
Report on CCMA Activities to Facilitate Readiness for GASB 68
Beginning in 2014, the California Committee on Municipal Accounting
with the information required by GASB 68. In this session, the results
of those meetings will be discussed, including the anticipated timeline
audit responsibilities. In addition, CCMA representatives will discuss the
GASB 68 that will be provided in a soon-to-be-released CCMA white paper.
Speakers: Dennis Kauffman, Finance Operations Manager, City
of Sacramento; Susan Mayer, Consultant/Trainer; Ken Al-Imam,
Shareholder, Mayer Hoffman McCann P.C.
Overview of Debt Financing…So Many Moving Pieces
Statement, a huge transcript of legal documents and 30 years of debt
service and annual reporting. How did you get here? What do you need
to know to manage your agency’s risk exposure? This session will provide
important differences in their responsibilities to your agency. You will also
hear from panel experts on how to package a deal you can live with and
that will produce better results.
Speakers: Tim Schaefer, Deputy Treasurer for Public Finance, State of
California; Steve Heaney, Director of Public Finance, Stifel; Kelly Salt,
Partner, Best Best & Krieger; Doug Montague, Principal, Montague
DeRose and Associates
Moderator: Damien Charlety, Debt Analyst, City of Sacramento
Innovative Budgeting Tools
Budget decisions directly affect the quality of life in a community and the
important that the process is smooth and transparent. This interactive
presentation will offer a greater understanding of why meaningful
community involvement is so valuable to the budgeting process, and how
The session will explore methods for community involvement in the
budget process to help municipalities generate new ideas, make effective
decisions and build public acceptance of decisions. Panelists will share
innovative tools and participatory budgeting techniques to help manage
public money and to engage your community. Participants will learn
practical tips to maximize the effectiveness of public forums, budget
hearings, town halls and other forms of community engagement in budget
decisions.
Speakers: Karen Clower, Administrative Services Manager, County of
Humboldt; Bill Statler, Consultant and Trainer
Moderator: Christy Pinuelas, Director of Finance, City of Agoura Hills
Actuarial Information 101
With the recent attention on pension reform and new GASB reporting
versed in how to read actuarial reports, including basic terms, methodology
and implications essential to determining your pension plan contribution
and funded status. This session will explain what you need to know in clear
terms, and will help you to translate and communicate actuarial information
to decision makers, union members and the public.
Speakers: Fritzie Archuleta, Senior Pension Actuary, CalPERS; Julian
Robinson, Senior Pension Actuary, CalPERS
Moderator: Terri Willoughby, Finance Director, City of San Bernardino
Municipal Water Department
Rating Agencies: How New Evaluation Criteria Could Impact
Your Rating
evaluation criteria for local governments, which resulted in upgrades for
some municipalities and downgrades for others. This session will review
the changes each rating agency made to its evaluation criteria, including
the evaluation of the disclosure of pension obligations, as well as offer
discussion about how governments can expect these changes to impact
their ratings.
Speakers: Karen Ribble, Senior Director, Fitch Ratings; Matthew Reining,
Investors Service
Moderator: Mark Moses, Finance Director, City of San Rafael
THURSDAY, FEBRUARY 19, 2015 4:00 PM - 5:15 PM
How the Affordable Care Act is Currently Affecting Cities and
Other Governmental Organizations
effective on January 1, 2015. This program will provide a high-level
discussion on how the ACA is affecting cities and other governmental
agencies and how provisions of the ACA need to be implemented during
2015. The following key issues will be addressed in this presentation:
• Are employers complying with the required “measurement
methods” for identifying full-time employees under the ACA?
Forms 1095-C and 1094-C reporting requirements?
GASB—A Look into the Future
Sometimes identifying what is coming down the road is just as important
as knowing what you are going to face today. This session will provide a
reporting, as the GASB continues to work on a number of important projects.
Pull back the due process curtain and see what lies ahead.
Speaker: David Bean, Director of Research and Technical Activities,
Governmental Accounting Standards Board
Moderator: Harriet Commons, Retired Finance Director/Treasurer, City of
Fremont
Other current ACA developments affecting cities and other government
agencies also will be discussed.
Developing the Next Generation of High Performers
Speakers: William S. Morgan, Principal, White Nelson Diehl Evans LLP;
Wells Fargo Insurance Services
Workplace demographics are changing rapidly. As new employees enter
the workplace, it is extremely important that we realize the need to grow,
develop and mentor the next generation of high-level performers.
Building a Successful Revenue Measure
to ensure that our organizations maintain high standards and levels of
performance for years to come. This session will explore how to “build
This session will provide an overview of the planning and technical process,
reviewing the challenges and opportunities from lessons learned and
strategies for successfully passing a local tax measure in your community.
It will also look at communication strategies to convey needs of the
community and build broad consensus around a solution qualifying a
revenue measure for the ballot, as well as strategies of a successful
community-run campaign.
step coaching and mentoring process that will lead employees down the
path to truly high performance. The very success of our organizations is
contingent upon our ability to develop and grow the next generation of
high performers – we can and will do it.
The City of Salinas has had seven revenue measures in the last 17 years with
mostly success at the ballot box. In November 2012, Measure E passed with
a 76.8% approval rate. The lessons learned will provide valuable insight on
opportunities, challenges and things to avoid. The session will also provide
summary material on the Vargas v. City of Salinas California Supreme Court
case brought against the City of Salinas challenging actions of the City
during a revenue measure and why the Supreme Court sided in favor of
the City.
Moderator: Mary Dodge, Administrative & Fiscal Services Manager,
Sonoma County Agriculture Preservation and Open Space District
Speakers: Matt Pressey, Finance Director, City of Salinas; Jared Boigon,
Partner, TBWB Strategies
As a leader with responsibility for IT operations, are you asked these types
of questions?
Moderator/Speaker: Matt Pressey, Finance Director, City of Salinas
Transforming Your Budget Forecast Into Financial Policy
Speaker: Neil Kupchin, Management & Training Consultant, Motivational
Business Speaker, Kupchin Training Associates
Solve Your IT Investment Puzzle – Put the Pieces Together
with an IT Master Plan
• What are our IT strategies and what goals and objectives are they based on?
• Does IT have a 5-year plan?
• How do we prioritize IT expenditures and who makes the decision on
priorities?
• Are our technology environment and networks stable and secure?
is the purpose of these projections and how do you use them to affect
where your agency actually spends its money? Does your forecast impact
• Do we have a disaster recovery plan?
and creating and sustaining operating and capital reserves?
and objectives. These high level directional statements are important, but
As a leader in your organization, can you answer these questions? The
In this session, you will learn how to change your revenue and expenditure
have initiatives with tactical and actionable steps, which will be covered
in-depth in this session.
will learn how to turn your budget forecast into a central document in the
discussion of the major issues facing your jurisdiction in the future.
Speakers: Rob Jensen, Assistant City Manager, City of Roseville; Russ
Branson, Senior Managing Consultant, Public Financial Management;
Moderator: Stuart Schillinger, Administrative Services Director, City of Brisbane
Dave Krout, Managing Partner, ClientFirst Technology Consulting; Steve
Robichaud, Partner, ClientFirst Technology Consulting
Moderator: Gloriann Sasser, Administrative Services Director, MoragaOrinda Fire District
www.csmfo.org | 17
Everything you need—in one place.
Government Banking
Charline Botelho
916.498.3439
charline.botelho@usbank.com
Donna Chu
415.565.9017
donna.chu@usbank.com
U.S. Bank is here to provide you the highest level of service possible.
With specialized products and services designed to meet your needs,
we’ll work with you to help improve your overall efficiency and
effectiveness. And, as the fifth largest commercial bank in the country
we have the strength and stability you need. We want to be your financial
services partner.
Robert McGlynn
213.615.6405
robert.mcglynn@usbank.com
Jayne Pankratz
208.383.7386
jayne.pankratz@usbank.com
Veronica Villasenor
858.522.0259
veronica.villasenor@usbank.com
Global Corporate Trust Services
William Jennings
213.615.6054
william.jennings@usbank.com
Steven Torgeson
415.677.3589
steve.torgeson@usbank.com
usbank.com
Member FDIC
A CONSTANT IN TIMES OF CHANGE
800.755.6864 | www.willdan.com
THURSDAY, FEBRUARY 19, 2015
Come aboard for a
night of food, dancing,
casino playing, and
other surprises!
Located throughout the
Portola Hotel first floor.
6:30 pm – 11:00 pm
www.csmfo.org | 19
FRIDAY, FEBRUARY 20, 2015 - Breakfast, Business Meeting, Awards & General Session
General Information - Friday February 20, 2015
Breakfast Buffet – De Anza Foyer ............................... 7:45 am – 8:15 am
Business Meeting - De Anza Ballroom...................... 8:15 am – 10:30 am
Registration Open - Portola Lobby .............................7:15 am – 9:30 am
Turn of the Tide – The New Accounting Standards for Pensions
Cheryl Eason, Chief Financial Officer, CalPERS; Alan Milligan, Chief Actuary, CalPERS
9:00 am – 10:15 am
Presiding: Jesse Takahashi, CSMFO President, Finance Director, City of Campbell
handle measurement and reporting dates, the timing of the necessary actuarial valuations, how
to request the information, discount rates and what information will be available to your auditors.
in the coming year.
Cheryl Eason
business planning, enterprise risk management, corporate social responsibility and stakeholder
relations in both the private and public sectors.
Mr. Milligan plans, organizes, evaluates and directs the work of the actuarial staff. He also develops
and implements actuarial policies and procedures; independently provides advice to the Board
reports and presentations to the Board and the Committee on actuarial issues; coordinates
the activities of the independent consulting actuary and acts as liaison between the consulting
actuary and the Board.
asset allocation strategy. He recommends changes in the law, contribution rates and actuarial
tables based upon the results of investigations and valuations; directs actuarial studies for the
on actuarial matters and appears before elected boards and legislative committees.
Alan Milligan
FRIDAY, FEBRUARY 20, 2015 10:45 AM - 12:00 PM
GFOA Resiliency Project
Sink or Swim? Preparing for GASB 68’s First Year
How adaptable is your organization to today’s changing conditions? Is
it prepared to respond to economic volatility? What about the changing
demographics of government? The resilient government movement
considers these among other questions to discover what is needed for
an organization to effectively withstand and recover from shocks and
stresses. Hear from GFOA President Bob Eichem about the work of
GASB 68 will be here before we know it, in most cases for June 30, 2015
a resilient government.
much more audit scrutiny of pension information than in the past. Why is
that? What can employers do to be prepared? This session will review all
these details to help you prepare.
GFOA President
Water District
Understanding and Analyzing Pension and OPEB Liabilities in
Relation to Other City Needs
– now what? What are the key points to analyze? First, is the payroll
information correct? That number is the denominator for determining your
contribution rate, and if it isn’t correct, the result could be contributing too
much or too little to the retirement or OPEB plan. If you determine your
annual contribution is correct, do you want to contribute more and, if so,
how do you make sure it reduces the liability, rather than merely prepaying
next year’s contribution. Finally, as you have additional budget resources,
how do you analyze reducing your unfunded pension or OPEB liabilities in
you with the tools you need to proactively manage your pension, OPEB
and other long-term liabilities.
Speakers: David Persselin, Finance Director/Treasurer, City of Fremont;
John Bartel, President, Bartel Associates, LLC
Moderator: Kathryn Downs, Deputy Director of Finance & Information
Technology, City of Rancho Palo Verdes
The Coleman Report (Repeat Session)
Michael will discuss the latest hot legislative and budget issues in the
Capitol, important legal developments, current trends and issues in key
local revenues, including sales tax, property tax, highway users tax, and
Speaker: Michael Coleman, Fiscal Policy Advisor, League of California
Cities, and Special Advisor to CSMFO
Moderator: Scott Catlett, Assistant Finance Director, City of Riverside
will the audit procedures be? And what’s required if you have more than
Speakers: Dennis Kauffman, Finance Operations Manager, City of
Sacramento; Mary Beth Redding, Assistant Vice President, Bartel
Associates LLC; Ken Al-Imam, Shareholder, Mayer Hoffman McCann P.C.
Moderator/Speaker: Dennis Kauffman, Finance Operations Manager,
City of Sacramento
Maximizing Value: Creating an Empowering Work
Environment
We all want to add value and make a difference in the workplace. The work
environment we create can motivate, empower and free people to do their
best work. The goal is to get everyone on the same page, by expressing
thankfulness, which will allow everyone to take greater ownership and
pride in the work they do. This highly interactive session will focus on tools
to create an empowering workplace, promote ownership, responsibility
and accountability, how to express meaningful thankfulness and thirty
ways to recognize team members for the work they do. The right words,
said the right way, can positively impact someone their entire life.
Speaker: Neil Kupchin, Management & Training Consultant, Motivational
Business Speaker, Kupchin Training Associates
Speed Coaching – Find the Answers You Need
This session will give you a lively and engaging way to tap multiple
perspectives and instantly broaden your network. CSMFO is blessed with
a team of talented volunteer senior professionals who are pleased to help
enjoy their careers. In the course of the session, you’ll have opportunities
to rotate from one coach to another in sessions of about 15 minutes each.
Learn what you can do to address key issues and grow.
Coaching Program
CSMFO Coaching Program
www.csmfo.org | 21
Build Stronger Bonds
ADD NATIONAL.
Bond insurance from National is backed by
substantial claims-paying resources devoted
exclusively to U.S. public finance, extensive due
diligence, superior execution and more than 40
years of bond insurance experience.
www.nationalpfg.com
The tides may change…
but our focus remains the same.
Clients come first.
Our professionals have been providing
investment management to the public sector for over 34 years.
• Portfolio management for general
funds and bond proceeds
• Arbitrage rebate compliance services
• Treasury consulting services
• OPEB and pension management
For additional information, please visit us at our booth.
Monique Spkye
Director
415.982.5544
spykem@pfm.com
Carlos Oblites
Director
415.982.5544
oblitesc@pfm.com
Sarah Meacham
Director
213.489.4075
meachams@pfm.com
PFM Asset Management LLC
www.pfm.com
50 California Street • Suite 2300 • San Francisco, CA 94111
601 S. Figueroa Street • Suite 4500 • Los Angeles, CA 90017
PFM Asset Management LLC is registered with the Securities and Exchange Commission under the
Investment Advisers Act of 1940 and had $93.5 billion in assets under management and advisement
as of September 30, 2014. A copy of our Form ADV, Parts 2A & B is available upon request.
EXHIBITOR LISTING
ALBERT A. WEBB ASSOCIATES
Contact: Shane Spicer
3788 McCray Street | Riverside, CA 92506
Phone: 951-686-1070 | Email: shane.spicer@webbassociates.com
Website: www.webbassociates.com
servicing public/private sector clients throughout inland southern California since
1945. We have the in-house expertise to address the needs of cities, water/special
industry.
ASLAN CONSULTING/SCHAFER CONSULTING
Booth #403
Contact: Renee Young
24681 La Plaza, Suite 240 | Dana Point, CA 92629
Phone: 949-633-0680 | Email: renee@myaslanllc.com
Website: www.myaslanllc.com
We are management and IT consultants that specialize in performance
improvement.
The partners have over 30 years of experience delivering mission critical solutions
to the public sector community. Our capabilities cover the spectrum of a project
including Needs Analysis, ERP Implementation Services, Advocacy Services,
Project Management and Change Management.
ASSURED GUARANTY
Booth #101
Contact: Jason Kissane
One Market, 1550 Spear Tower | San Francisco, CA 94105
Phone: 415-995-8023 | Email: Jkissane@assuredguaranty.com
Website: www.assuredguaranty.com
Assured Guaranty, the leading provider of municipal bond insurance, has helped
than a quarter century. It guarantees timely payment of bonds’ principal and
interest through three subsidiaries: Assured Guaranty Municipal (AGM), which
Corp. (MAC), which provides insurance only in select sectors of the U.S. municipal
BANK OF AMERICA MERRILL LYNCH
Booths #113/115
Contact: Jonathan Millard
555 California Street, Suite 1160 | San Francisco, CA 94104
Phone: 415-913-2834 | Email: jonathan.millard@baml.com
Website: www.baml.com/publicsector
the public sector, we know the unique challenges you face. You can count on
our public sector team to deliver innovative, comprehensive solutions and to help
execute to your requirements with focus and attention to detail.
BANK OF THE WEST
Booth #300
Contact: Government Banking Team
500 Capitol Mall, Suite 1200 | Sacramento, CA 95814
Phone: 866-588-1358 | Email: lily.ng@botw.com
Website: www.bankofthewest.com/commercialbanking/industry/
government.html
Our dedicated relationship managers bring government banking experience
and personal attention to every relationship. We get to know your organization,
understand your short and long term strategic goals and identify potential solutions
project and manage funds more effectively.
BARTEL ASSOCIATES, LLC
Table #17
Contact: John Bartel
411 Borel Avenue, Suite 101 | San Mateo, CA 94402
Phone: 800-256-2090 | Email: jbartel@bartel-associates.com
Website: www.bartel-associates.com
Since 2003, Bartel Associates has offered our 400+ public sector clients highquality actuarial services at reasonable fees, focusing on personal attention and
clear results. Our services include OPEB and pension valuations, GASB 45 and
68, 2nd Tier design, actuarial audits, and CalPERS, penson, OPEB and GASB
consulting.
BBVA COMPASS
Contact: James Manning
2850 East Camelback Road, Suite 140 | Phoenix, AZ 85016
Phone: 602-778-0795 | Email: james.manning@bbva.com
Website: www.bbvacompass.com/commercial/industry/government/
including direct bank loans and private-placement bond purchases.
BLX GROUP LLC
Booth #600
Contact: Glenn Casterline
777 South Figueroa Street, Suite 800 | Los Angeles, CA 90017
Phone: 213-612-2200 | Email: gcasterline@blxgroup.com
Website: www.blxgroup.com
California Issuers: Looking for a resource driven, competitively priced proven
solutions provider? Consider BLX Group LLC. We offer: Advisory Services
(FA and Investment), IRS Compliance Services, Disclosure Services, and much
more. Call us at 800-342-5259 or email Managing Director Glenn Casterline at:
gcasterline@blxgroup.com.
BNY MELLON
Booth #313
Contact: Jose Matamoros
400 South Hope Street, Suite 400 | Los Angeles, CA 90071
Phone: 213-630-6457 | Email: jose.matamoros@bnymellon.com
Website: www.bnymellon.com
BNY Mellon delivers expertise at each stage of the investment lifecycle whether you’re looking to create, trade, hold, manage, distribute or restructure
investments. We provide a comprehensive range of investment services that are
unrivalled in scale, precision and quality. Our services can enhance transparency,
maximize liquidity and mitigate risks.
www.csmfo.org | 23
EXHIBITOR LISTING
BTI APPRAISAL
Booth #204
Contact: Ben F. Tunnell III
605 West Olympic Boulevard, Suite 820 | Los Angeles, CA 90015
Phone: 213-532-3800 | Email: ben@btiappraisal.com
Website: www.btiappraisal.com
CASEWARE INTERNATIONAL INC.
Booth #406
469 King Street West | Toronto, Ontario, Canada M5V 1K4
Website: www.caseware.com/municipal
CaseWare’s Audit and Reporting software enables full-automation of audit
Angeles. Since 1974 we have assisted cities with all of their appraisal needs in
municipal bonds, lease, sale, acquisition, eminent domain and litigation.
BUILD AMERICA MUTUAL
Table #14
Contact: Scott C. Richbourg
200 Liberty Street, 27 Floor | New York, NY 10281
Phone: 212-365-7562 | Email: srichbourg@buildamerica.com
Website: www.buildamerica.com
Domiciled in New York, Build America Mutual Assurance Company (BAM) is a
mutual bond insurer of essential public purpose U.S. municipal bonds, exclusively.
Our members are the cities, states and other municipal agencies issuing bonds
with BAM’s guaranty to lower their cost of borrowing. BAM is rated AA/Stable by
Standard & Poor’s Ratings Services and is sponsored by the National League of
Cities. For more information, please go to our website at www.BuildAmerica.com.
specializes in all forms of municipal reporting including CAFR, PAFR, Single
Audit, SEFA, Budget Book, State Controller’s Report, etc. Customers use
our solution to analyze and mitigate risks and to ensure consistencies and
accuracies within all reporting.
CHANDLER ASSET MANAGEMENT
Booth #108
Contact: Ned Connolly
6225 Lusk Boulevard | San Diego, CA 92121
Phone: 858-546-3737 | Email: ned.connolly@chandlerasset.com
Website: www.chandlerasset.com
Since 1988, public entities have trusted Chandler Asset Management to
approach results in portfolios that protect principal and enhance income. Our
mission is to add value and manage risk – every day, for every client.
CALIFORNIA SPECIAL DISTRICTS ALLIANCE
CHAVAN & ASSOCIATES, LLP
The California Special Districts Alliance is a collaborative partnership between
CSDA, CSDA Finance Corporation and Special District Risk Management
Authority. These organizations work together to provide special districts and
other local governments a variety of member services and resources including tax
Chavan & Associates, LLP, licensed by California as CPA’s, specializes in
CALIFORNIA PUBLIC EMPLOYEES’ RETIREMENT SYSTEM
CLEARSOURCE FINANCIAL CONSULTING
Table #16
Contact: Cathrine Lemaire
1112 I Street #200 | Sacramento, CA 95814
Phone: 877-924-2732 | Email: cathrinel@csda.net
Website: www.csda.net
Booths #103/105
Contact: Simone Parker
400 Q Street | Sacramento, CA 95811
Phone: 888-225-7377
Website: www.calpers.ca.gov
public schools, local agency and State employers. Visit our booth to learn about
California Employers’ Retirement Trust Fund, supplemental income plans, health
CASELLE
Table #3
Contact: Wade Walker
1656 South East Bay Boulevard #100 | Provo, UT 84606
Phone: 801-850-5085 | Email: pww@caselle.com
Website: www.caselle.com
Caselle is a leading provider in Government Accounting Software. With over 45
integrated solutions, Caselle successfully powers more than 1,200 organizations
across the United States. For the past 35 years, Caselle has been perfecting the
technology powering our integrated software to provide an intuitive, feature-rich
Table #6
Contact: Sheldon Chavan
1475 Saratoga Avenue, Suite 180 | San Jose, CA 95129
Phone: 408-217-8749 | Email: sheldon@cnallp.com
Website: www.cnallp.com
Most recently, C&A has completed audits for the Town of Los Gatos, City of
Saratoga and City of Tracy.
Table #2
Contact: Terry Madsen
7960 B Soquel Drive, Suite 363 | Aptos, CA 95003
ClearSource Financial Consulting provides independently prepared, legally
defensible, custom tailored solutions to local government agencies. Key areas
of focus include cost of service analysis, revenue requirement analysis, user
fee studies, master fee schedule updates, overhead cost allocation studies,
internal service fund rate studies, and water and sewer utility rate studies.
CLIENTFIRST TECHNOLOGY CONSULTING
CUTWATER ASSET MANAGEMENT
Software Selection, Application Utilization Improvement, IT Master Planning, IT
Infrastructure, IT Security Reviews, Disaster Recovery Planning, Telecom Bill
investment options for state and local governments, academic institutions, unions
Booth # 412
Contact: David Krout
1181 California Avenue, Suite 270 | Corona, CA 92881
Support and much more. No product sales. We always represent your best
interests.
COMMERCE BANK
Booth #415
Contact: Jason Koch
625 Oakdale Avenue | Corte Madera, CA 95925
Phone: 415-350-7500 | Email: jason.koch@commercebank.com
Website: www.commercebank.com
Commerce Bank specializes in technology driven Accounts Payable Solutions.
We help our clients earn revenue by replacing paper checks and electronic
payments through VISA, reduce or eliminate paper invoices, electronically
approve and track invoices utilizing the cloud and provide a single source
payment hub for all vendor payments (ACH, Card, Check).
Booth #604
Contact: Gay Eichhoff
8458 Lower Scarborough Court, Suite 300 | San Diego, CA 92127
Phone: 888-982-2252 | Email: gay.eichhoff@cutwater.com
Website: www.cutwater.com
expertise, Cutwater is uniquely suited to help public entities with their investment
needs.
DAVID TAUSSIG & ASSOCIATES
Booth #201
Contact: Andrea Roess
5000 Birch Street, Suite. 6000 | Newport Beach, CA 92660
Phone: 949-955-1500 | Email: andrea@taussig.com
Website: www.taussig.com
and annual administration of Community Facilities Districts and Assessment
COMPUTRON SOFTWARE
Booth #409
Contact: Rob Rutkowski
160 Chubb Avenue | Lyndhurst, NJ 07071
Phone: 949-887-4217 | Email: rrutkowski@computronsoftware.com
Website: www.computronsoftware.com
Computron Software proudly introduces Chameleon, the proven budgeting and
reporting solution for public sector. Available immediately –without the need for
If your city, county or special district is still using spreadsheets for your budgets or
manual reports, see Chameleon at tiny.cc/CSMFO2015.
CONVENIENT PAYMENTS – GOVTELLER
Table #18
Contact: Adam Hensleigh
48001 Fremont Boulevard | Fremont, CA 94538
Phone: 510-771-2105 | Email: adam.hensleigh@convenientpayments.
com
Website: www.convenientpayments.com/government/
GovTeller makes accepting credit/debit cards easy because there is NO
for the processing. Accept payments in-person, online and even integrate with
your software. GovTeller also has new 2.0 platform which will be ready for EMV.
COSTTREE SYSTEMS
Booth #318
Contact: Dave Cubbage
112 J Street, Suite 200 | Sacramento, CA 95814
Phone: 844-267-8873 | Email: info@costtree.net
Website: www.costtree.net
CostTree is the premiere web based Cost Allocation Plan Software Provider.
Designed with the end user in mind, it is the easiest and most effective tool on
the market today.
www.csmfo.org | 25
EXHIBITOR LISTING
EMPOWER RETIREMENT/GREAT-WEST FINANCIAL
Booth #407
Contact: John Borne
655 North Central Avenue, Suite 1520 | Glendale, CA 91203
Phone: 619-410-3481 | Email: john.borne@empower-retirement.com
Website: www.empower-retirement.com
Introducing EmpowerTM Retirement, a bold new retirement services company
combining the retirement resources, expertise, and scale of Great-West Financial,
Putnam Investments, and Great-West Financial Retirement Plan Services
(formerly J.P. Morgan Retirement Plan Services). Our singular vision is to make
sure plan sponsors and their participants are engaged in their retirement plans like
never before.
EXECUTIME SOFTWARE
Booth #112
Contact: Jake Brose
1601 South Eucalyptus Avenue, Suite 210 | Broken Arrow, OK 74012
Phone: 888-832-3932 | Email: jake.brose@executime.com
Website: www.executime.com
ExecuTime is an Enterprise Time and Attendance solution that integrates with your
existing Payroll application. This solution delivers the lowest cost of ownership,
unparalleled customer service and leading-edge technology. ExecuTime offers
exempt time tracking and much more.
FIDELITY INVESTMENTS
Booth #304
Contacts: Debra Saunders
350 California Street | San Francisco, CA 94104
Phone: 415-445-6976 | Email: debra.saunders@fmr.com
Fidelity Institutional, a division of Fidelity Investments, offers clearing, custody,
Fidelity Institutional’s innovative technology and deep expertise to help more than
four million investors make some of the most complex, important decisions of their
lives. Fidelity Institutional’s goal is to help clients thrive by supporting the growth
FIELDMAN, ROLAPP & ASSOCIATES
Booth #301
Contact: James Fabian
19900 MacArthur Boulevard, Suite 1100 | Irvine, CA 92612
Since 1966, Fieldman Rolapp has assisted with all aspects of debt issuance
process to government agencies. Our track record of success for clients is driven
we provide to cities, water agencies, municipal utilities and school districts.
FIRST EMPIRE SECURITIES
Booth #208
Contact: Courtney Mayo
100 Motor Pkwy, 2nd Floor | Hauppauge, NY 11788
Phone: 631-979-0097 | Email: cmayo@1empire.com
Website: www.1empire.com
to providing a broad range of services to ensure our clients are making wellstrategists, state-of-the-art analytical tools, and former regulatory examiners all
contribute to a full-service approach developed to help institutions improve the
performance of their investment portfolios and to better manage their balance
sheets.
FIRSTSOUTHWEST
Contact: Michael Kremer
1620 26th Street, Suite 230 South | Santa Monica, CA 90404
Our staff assists client s with raising capital by issuing lease and debt
revenue bonds, land secured bonds and tax and revenue anticipation notes.
Our clients in California include water, wastewater, electric and solid waste
utilities, as well as cities, redevelopment agencies, airports/seaports and
for debt capacity, capital planning and the evaluation of derivative products.
(Member FINRA/SIPC).
FITCH RATINGS
Booth #203
Contact: John Tillapaugh
650 California Street, 4th Floor | San Francisco, CA 94108
Fitch Ratings is a leading provider of credit ratings, commentary and research.
Dedicated to providing value beyond the rating through independent and
prospective credit opinions, Fitch Ratings offers global perspectives shaped
by strong local market experience and credit market expertise. Fitch Group is
30 countries. In addition to Fitch Ratings, the group includes Fitch Solutions,
an industry-leading provider of credit risk products and services, and Fitch
Group is jointly owned by Paris-based Fimalac, S.A. and New York-based
Hearst Corporation.
GOVPAYNET
Table #11
Contact: David Meibert
7102 Lakeview Parkway West Drive | Indianapolis, IN 46268
Phone: 888-561-7888 | Email: info@govpaynet.com
Website: www.govpaynet.com
Credit, debit and pre-paid debit card processor for consumer payments to
government agencies.
HARRIS & ASSOCIATES
INFOSEND, INC.
The Harris & Associates Public Finance team specializes in assessment and
InfoSend is a Billing Service Provider utilizing the most advanced approach to offer
innovative solutions for organizations seeking eBilling, ePayment, Data Processing,
and BillPrint & Mail services. With geographically positioned production facilities
Booth #400
Contact: Dennis Klingelhofer
1401 Willow Pass Road, Suite 500 | Concord, CA 94520
Phone: 925-827-4900 | Email: dennis.klingelhofer@WeAreHarris.com
Website: www.weareharris.com
experts help communities successfully develop strategies to fund and manage
infrastructure and development projects, and develop new revenue sources.
HDL COMPANIES
Booth #217
Contact: Andrew Nickerson
1340 Valley Vista Drive, Suite 200 | Diamond Bar, CA 01765
Phone: 909-861-4335 | Email: anickerson@hdlcompanies.com
Website: www.hdlcompanies.com
The HdL Companies are dedicated to providing accurate data, expert analysis
and innovative software solutions that facilitate local government operations and
decisions. Our revenue maximization and consulting services include sales, use
and transaction taxes, property taxes, and local taxes including business tax and
transient occupancy tax. Our professional services include economic development
assistance, and fee studies. HdL also provides software systems for streamlining
business license, animal control, code enforcement, false alarm and building
permit operations. We have been a trusted partner with local governments since
1983 and currently serve over 380 agencies in six states.
HOLMAN CAPITAL CORPORATION
Booth #215
Contact: Frank J. Gill IV
29883 Santa Margarita Parkway, Suite 100 | Rancho Santa Margarita, CA
92688
Phone: 949-400-0969 | Email: frank.gill@holmancapital.com
Website: www.holmancapital.com
Holman Capital Corporation specializes in originating and funding tax-exempt
and taxable debt solutions issued by the federal government, state and local
Booth #102
Contact: Jerry Finnegan
4240 East La Palma Avenue | Anaheim, CA 92807
Phone: 800-955-9330 | Email: jerry.f@infosend.com
Website: www.infosend.com
and reliable document delivery service, nationwide coverage and disaster recovery
protection. Billers deserve an approach that works, and InfoSend provides that
overhead costs. Together, let’s reach your customers more effectively.
JONES HALL, APLC
Booth #202
Contact: Dave Fama
475 Sansome Street, Suite 1700 | San Francisco, CA 94111
Phone: 415-391-5780 | Email: dfama@joneshall.com
Website: www.joneshall.com
experts strive to provide the highest quality legal services in the most effective
participation, tax and revenue anticipation notes, refunding obligations and other
JP MORGAN
Booths #307/309
Contact: George Hausler
300 South Grand Avenue, Suite 350 |Los Angeles, CA 90071
Phone: 213-621-8174 | Email: George.v.hausler@jpmorgan.com
Website: www.jpmorgan.com/pages/jpmorgan/cb/government
JP Morgan Government Banking, a Commercial Banking business, provides state,
capital equipment, real property, infrastructure and technology needs. Holman
Capital manages the process from inception to close to provide our clients with
solutions that can maximize tax dollars, improve service and help reduce the cost
of meeting public commitments. Our dedicated government experts are keenly
aware of the unique challenges government entities face and they strive to help
their clients optimize tax and fee collections, automate document management,
partner with your local institutions to reinvest capital in your state to create more
jobs and economic stability.
constituents.
ICMA-RC
KEENAN & ASSOCIATES
ICMA RC’s mission is to help public employees build retirement security. We offer
a multitude of programs (457, 401a, Retiree Health Savings and more) with this
goal in mind. We are proud to have served the public sector with quality and
excellence since 1972 and look forward to delivering on our mission for many
years to come.
Property & Liability, Workers’ Compensation and Financial Services solutions
to public employers through unique, proprietary programs. Keenan’s corporate
Table #9
Contact: Dennis Duarte
2635 North First Street, Suite 207 | San Jose, CA 95134
Phone: 408-894-8590 | Email: dduarte@icmarc.org
Website: www.icmarc.org
Contact: Steve Gedestad
901 Calle Amanecer, Suite 200 | San Clemente, CA 92673
Phone: 949-940-1760 | Email: sgedestad@keenan.com
Website: www.keenan.com
Oakland, Rancho Cordova, San Jose, Riverside and San Clemente. Founded in
and the largest independent broker in California. For more information, call
1.800.645.8102, or visit www.keenan.com.
www.csmfo.org | 27
EXHIBITOR LISTING
LANCE, SOLL & LUNGHARD, CPA’S LLP
Contact: Rich Kikuchi
203 North Brea Blvd, Suite 203 | Brea, CA 92821
Phone: 714-672-0022 | Email: richard.kikuchi@lslcpas.com
Website: www.lslcpas.com
MGO
Booth #106
Contact: Scott Johnson
3000 S Street | Sacramento, CA 95816
Phone: 916-928-4600 | Email: sjohnson@mgocpa.com
Website: www.mgocpa.com
Valley and Silicon Valley we provide services throughout California. LSL’s services
a 27-year history of helping government leaders manage their most complex
auditing, LSL is committed to providing the highest level of service to our clients.
LINCOLN FINANCIAL GROUP
MUFG UNION BANK
Lincoln Financial Group’s Retirement Plan Services has been a proven provider
of retirement solutions for over 60 years, managing thousands of retirement plans
that enroll millions of participants. Headquartered in the Philadelphia region, the
operating companies of Lincoln Financial Group had assets under management of
$215 billion as of September 30, 2014.
MUFG Union Bank, N.A. markets under the Union Bank brand and is a member
of Mitsubishi UFJ Financial Group (MUFG). The global MUFG network
MANN URRUTIA NELSON CPAS
MUNISERVICES
Mannu Urrutia Nelson is an established and respected full service audit and
Founded in 1978, MuniServices specializes in services to maximize and
safeguard municipal revenue sources. MuniServices works exclusively with
government clients to provide Administration, Revenue Discovery, Audit and
Collections expertise that encompasses every municipal tax source including
sales tax, utility user tax, business tax, property tax, transient occupancy
tax and more. MuniServices’ program includes Legislative and Regulatory
Advocacy services and carries recent success as the lead local government
stakeholder for the enactment of legislation to help municipalities in the State
to collect prepaid wireless revenues. MuniServices has worked with over
900 jurisdictions in the United States, resulting in over $2.4 billion in new tax
revenue for its clients.
Booth #317
Contact: Chris Somers
150 North Radnor-Chester Road | Radnor, PA 19087
Phone: 415-529-8656 | Email: Chris.Somers@LFG.com
Website: www.LincolnFinancial.com
Booth #416
Contact: Justin Williams
2515 Venture Oaks Way, Suite 135 | Sacramento, CA 95833
Phone: 916-929-0540 | Email: jjw@muncpas.com
Website: www.muncpas.com
attention of a smaller company.
to mid-size businesses. Our partners and professional staff are committed to
governmental accounting and educating those affected by the shifting legislation.
MAYER HOFFMAN MCCANN P.C.
Contact: Ken Al-Imam
2301 Dupont Drive, Suite 200 | Irvine, CA 92612
Phone: 949-474-2020 | Email: kalimam@cbiz.com
Website: www.mhmcpa.com
performance of audit services to local governments. MHM’s clients include cities,
water districts, and special districts throughout California.
MAZE AND ASSOCIATES
Contact: John Rodriguez
3478 Buskirk Avenue, Suite 215 | Pleasant Hill, CA 94523
Phone: 925-930-0902 | Email: Maze@MazeAssociates.com
Website: www.mazeassociates.com
nearly one hundred municipal clients. Most important, we are in businesss to help
our clients succees. How can we help you?
Booth #518
Contact: Don Raught
700 California Street, Suite 400 | Sacramento, CA 95814
Phone: 916-321-3192 | Email: Donald.raught@unionbank.com
Website: www.unionbank.com
to commercial banking, trust banking, securities trading services, credit cards,
Booth #212
Contact: Fran Mancia
1400 K Street, Suite 301 | Sacramento, CA 95814
Phone: 559-288-7296 | Email: fran.mancia@muniservices.com
Website: www.muniservices.com
MUNITEMPS STAFFING
Booth #414
Contact: John Herrera
14241 East Firestone Boulevard, Suite 400 | La Mirada, CA 96038
Phone: 866-406-6864 | Email: John@munitemps.com
Website: www.munitemps.com
MuniTemps provides temporary accounting and administrative support. Getting
temp help for your Department is easy as 1-2-3: (1) email job description, (2)
recruited and trained by a CPA and 25-year veteran City Finance Director.
NATIONAL PUBLIC FINANCE GUARANTEE CORPORATION
Booth #303
Contact: Nicholas Sourbis
1 Manhattanville Road, Suite 301 | Purchase, NY 10577
Telephone: (914) 765-3385 | Email: nicholas.sourbis@nationalpfg.com
Website: www.nationalpfg.com
insurance subsidiary, has been in the bond insurance business for decades,
through all economic cycles. Backed by substantial claims-paying resources
NEXLEVEL INFORMATION TECHNOLOGY, INC.
Booth #418
Contact: Terry Hackelman
6829 Fair Oaks Boulevard, Suite 100 | Carmichael, CA 95630
Phone: 916-692-2000, ext.201 | Email: terry.hackelman@nexlevelit.com
Website: www.nexlevelit.com
For more information, please visit our website at www.nationalpfg.com.
80 state and local government agencies. NexLevel provides vendor-independent
consulting services to support technology planning, procurement, selection,
implementation and IT service delivery. NexLevel’s team of experienced, high
caliber professionals are guided by honesty, integrity, quality and a commitment
to client satisfaction.
NBS
OPENGOV
For nearly 20 years, NBS staff continue to provide dedicated support to
communities in California and bring decades of experience to projects they are
involved with. NBS’ focus on funding and revenues includes property-based
special assessments, special taxes and fees, as well as general governmental
fee, utility rate, and development impact fee studies. Supporting analyses for this
OpenGov is transforming the way governments analyze, share, and apply their
Booth #216
Contact: Tim Seufert
32605 Temecula Parkway, Suite 100 | Temecula, CA 92592
Phone: 800-676-7516 | Email: contactnbs@nbsgov.com
Website: www.nbsgov.com
Booth #214
Contact: Ceci De La Montanya
1023 North Shoreline Boulevard, Suite 100 | Mountain View, CA 94043
Phone: 650- 336-7167 | Email: marketing@opengov.com
Website: www.opengov.com
visualizes current and historic revenue and expenses—from multi-year trends to
object-level details. Hundreds of state and local governments across the country
use the platform to make smarter, data-driven decisions and engage the public
California’s cities and many special districts. As a 15th year sponsor, NBS proudly
supports CSMFO.
NEPTUNE TECHNOLOGY GROUP
Table #12
Contact: Hunter Allen
1600 Alabama Highway 29 | Tallassee, AL 36078
Phone: 334-333-4307 | Email: hallen@neptunetg.com
Website: ww.neptunetg.com
Since 1892, Neptune has provided utility metering systems that save time, money
and labor. Every day, thousands of utilities across North America experience
advanced water metering software Neptune provides. With System options like
the R450™ System, R900® Fixed Network AMI, R900® Mobile with Some Fixed
Network AMI and R900® Mobile AMR, each individual utility has the meter reading
tools to meet its unique needs today — and far into the future.
NEW WORLD SYSTEMS
Booth #413
Contact: Skylar Pickard
888 West Big Beaver, Suite 600 | Troy, MI 48084
Phone: 248-269-1000 | Email: info@newworldsystems.com
Website: www.newworldsystems.com
For more than three decades, New World Systems has developed industryleading solutions with a sole focus on helping public sector organizations improve
Our commitment to fixed income and public finance, as well as our
ability to deliver customized, comprehensive solutions to municipal
and not-for-profit issuers nationwide, are stronger than ever
before. We strive to consistently provide innovative solutions to
meet clients unique financing needs. When it comes down to it,
we re as committed to building strong, vibrant communities as we
are to building a strong, vibrant firm - around the country or right
today.
here in the great state of California. Contact us toda
FIXED INCOME CAPITAL MARKETS
866.261.3367
PUBLIC FINANCE
800.836.4511
Financial Management, HR/Payroll, Utilities, Community Development, eSuite and
database. New World’s solutions work the way you do, further enabling a more
streamlined approach to local government administration.
www.csmfo.org | 29
EXHIBITOR LISTING
OPTERRA ENERGY SERVICES
PIPER JAFFRAY & CO.
OpTerra Energy Services is the largest privately-owned renewable and energy
Piper Jaffray (NYSE: PJC) has been serving the needs of clients since 1895.
and private industry stakeholders, we implement energy solutions that accelerate
customers’ performance, save money, improve the environment and create
positive education and engagement opportunities in the communities in which we
work.
to serve variety of clients:
School Districts, Cities, Counties, State
Table #15
Contact: Adenna Davis
345 California Street, 19th Floor | San Francisco, CA 94104
Phone: 415-529-7905 | Email: adavis@opterraenergy.com
Website: www.opterraenergy.com
PARS
Booth #205
Contact: Mitch Barker
4350 Von Karman Avenue, Suite 100 | Newport Beach, CA 92660
Phone: 800-540-6369 ext. 116 | Email: mbarker@pars.org
Website: www.pars.org
PARS customizes retirement plans for each city’s individual needs. Whether you
your objectives:
OPEB Pre-Funding Programs for reducing retiree health care liabilities (GASB 45)
Leave Conversion Plans for reducing large payouts at the end
Alternative to Social Security Plans for part-time, seasonal and temporary
employees
Supplemental DC Plans to complement existing state pension programs
Please contact Mitch Barker or Dennis Yu for a complimentary analysis to see how
a PARS plan can help save your city budget dollars.
PAYMENTUS
Booth #602
Contact: Bentley Claudon
13024 Ballantyne Corporate Place, Suite 450 | Charlotte, NC, 28277
Phone: 704-512-0533 | Email: bclaudon@paymentus.com
Website: www.paymentus.com
Paymentus is a leading provider of comprehensive billing and payment solutions
that offer municipalities the ability to send bills via all electronic channels (web,
mobile, IVR), receive payments of all types (credit, debit, e-check), manage
outbound customer communications, reconcile payments in real-time and
empower customers with an easy-to-use self-service portal.
PFM ASSET MANAGEMENT, LLC
Booth # 209
Contact: Carlos Oblites
Phone: 415-982-5544 | Email: oblites@ofm.com
Website: www.pfm.com
PFM Asset Management LLC (PFMAM) is a leading SEC-registered investment
advisor that is committed to serving the public sector. For over 30 years, our
professionals have managed operating funds, reserve funds, and bond proceeds
for governmental and other public entities across the country. PFMAM combines
familiar with the distinct needs of investors in their region.
Booth #207
Contact: Victor E. Ume-Ukeje
Phone: 415-616-1662 | Email: victor.e.ume-ukeje@pjc.com
Website: www.piperjaffray.com
Higher education, senior living.
Our Analytics offer multi-pronged solution to help clients navigate ever-changing
investment changes. Our strategic guidance incorporates relative value ideas
with portfolio strategy. From raising capital to investing proceeds and managing
operating funds, we base our approach and solutions on your needs and
objectives.
PLANTE & MORAN, PLLC
Booth #408
Contact: Dennis Bagley
Phone: 800-544-0203 | Email: dennis.bagley@plantemoran.com
Website: www.plantemoran.com
Plante & Moran is a leading provider of independent ERP Selection and
Implementation, IT Assessment and Strategic Technology Planning, IT Sourcing
Evaluation, and IT Security Consulting Services. We are one of largest
helping cities and counties minimize risk and maximize technology investments.
PROMONTORY INTERFINANCIAL NETWORK, LLC.
Booth #405
Contact: Kevin Shaner
1515 North Courthouse Road, Suite 1200 | Arlington, VA 22201
Phone: 703-292-3442 | Email: kshaner@promnetwork.com
Website: www.promnetwork.com
ICS® and CDARS® offer the peace of mind that comes with access to multimillion-dollar FDIC insurance, the opportunity to earn interest on your deposits
matches your liquidity needs. With ICS and CDARS, you no longer have to
track changing collateral values on an ongoing basis, saving you both time and
money.
PUN GROUP (FORMERLY PUN & MCGEADY)
Booth #308
Contact: Kenneth H. Pun
200 East Sandpoint Avenue, Suite 600 | Santa Ana, CA 92707
Phone: 949-777-8800 | Email: ken.pun@pungroup.com
Website: www.pungroup.com
specializing in state and local governments. With over a hundred (100) years
of combined experience in the governmental industry, we have been a trusted
business partner to our clients and have earned our reputation as one of the
PUBLIC TRUST ADVISORS
REGIONAL GOVERNMENT SERVICES AUTHORITY
Public Trust Advisors is a national leader in providing investment advisory and
management services to local and State governments and the public sector. Public
Trust’s full service and communicative approach will result in a fully customized
investment solution based on our client’s unique situation and risk tolerances.
Regional Government Services Authority is a public agency created and governed
by California cities and a Council of Governments. RGS provides shared services,
Booth #100
Contact: Tom Tight
999 18th Street, Suite 1230 | Denver, CO 80202
Phone: 407-514-2727 | Email: tom.tight@publictrustadvisors.com
Website: www.publictrustadvisors.com
QUESTICA INC
Booth #211
Contact: André Aberdeen
980 Fraser Drive, Suite 105 | Burlington, Ontario. L7L 5P5. Canada
Phone: 905-634-0110 | Email: aaberdeen@questica.com
Website: questica.com
analyzing and reporting of operating, salary & capital budgets.
effectiveness.
RAHBAN CPA & CONSULTING, INC.
Table #5
Contact: Sharon Rahban CPA
1070 Casiano Road | Los Angeles, CA 90049
Phone: 310-801-4588 | Email: srahban@rahbancpa.com
Website: www.rahbancpa.com
Booth #306
Contact: Richard Averett
P. O. Box 1350 | Carmel Valley, CA 93924
Phone: 831-308-1508 | Email: raverett@rgs.ca.gov
Website: www.rgs.ca.gov
highly experienced staff have solutions to operational or workload challenges.
We also provide employer services, sharing staff to reduce costs, training, human
over 120 agencies we were founded thirteen years ago.
REVENUE & COST SPECIALISTS/GOVERNMENT
SOFTWARE SYSTEMS
Booth #110
Contact: Eric Johnson
1519 East Chapman Avenue, Suite C | Fullerton, CA 92831
Phone: 714-992-9027 | Email: eric@revenuecost.com
Website: www.revenuecost.com
We are leaders in providing Cost of Service Fee Studies, Cost Allocation Plans,
Development Impact Fee Studies, and Management Studies. To allow you to
perform these studies yourself, we offer Costing Software and Development
Impact Calculation Software. We now also offer Budget Software to streamline the
budget process at an affordable price.
internal controls. Further, we will review, recommend, and implement the steps
these endeavors.
RAYMOND JAMES
Booth #109
Contact: Katie Devine
50 North Front Street | Memphis, TN 38103
Phone: 800-564-2249 | Email: katie.devine@raymondjames.com
Website: www.raymondjames.com
With more than 40 years of proven performance, Raymond James (NYSE:
require and deliver skillful guidance, unparalleled service, superior products,
innovative strategies and in-depth research. We offer solutions that make sense
for your company’s needs as well as a wide range of services to complement
our efforts, including market strategies, diverse product offerings and reporting.
markets.
California’s
Leading Underwriter
of Municipal Bonds*
SAN FRANCISCO
One Montgomery Street, Suite 3700
San Francisco, California 94104
(415) 445-2300
LOS ANGELES
515 South Figueroa Street, Suite 1800
Los Angeles, California 90071
(213) 443-5000
* Source: Thomson Reuters SDC, Calendar Year 2014
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE
www.stifel.com/publicfinance
www.csmfo.org | 31
EXHIBITOR LISTING
RICHARDS, WATSON & GERSHON
Table #19
Contact: Teresa Ho-Urano
355 South Grant Avenue, 40th Floor | Los Angeles, CA 90071
Phone: 213-626-8484 | Email: tho-urano@rwglaw.com
Website: www.rwglaw.com
RW BAIRD
Booth #200
Contact: Jeff Desind
777 East Wisconsin Avenue | Milwaukee, WI 53202
Phone: 570-402-0113 | Email: jdesing@rwbaird.com
Website: www.rwbaird.com
of California public entities. We handle the entire spectrum of municipal concerns
attorneys are dedicated to work as a team to provide our clients comprehensive
and practical services.
nationally for a number of municipal bond issues from 2009-2013, according to
IPREO Muni Analytics as of December 31, 2013.
ROGERS, ANDERSON, MALODY & SCOTT, LLP
SCI CONSULTING GROUP
Contact: Scott Manno
735 E. Carnegie Drive, Suite 100 | San Bernardino, CA 92408
Phone: 909-889-0871 | Email: smanno@ramscpa.net
Website: ramscpa.net
Phone: 707-430-4300 | Email: blair.aas@sci-cg.com
Website: www.sci-cg.com
Booth #316
Booth #417
Contact: Blair Aas
to providing the highest standards of quality and professionalism to our clients.
Serving California public agencies since 1985, SCI provides a broad range
of revenue enhancement services. Services include local funding measure
feasibility analysis and public opinion surveys, district-wide revenue measures,
special tax and assessment district formation and annual administration,
Proposition 218 compliance, development impact fee nexus studies, utility rate
studies and LAFCo formation and annexation applications.
RT LAWRENCE CORPORATION
SIMPLER SYSTEMS, INC.
RTL is a single-source and TOTAL Payment Processing Solution provider. We
offer In-House Remittance Solutions, Outsourced Services (Lockbox, Disaster
Recovery, Remote Data Entry and Virtual Lockbox Solution) and Electronic
Payment Processing Solutions (Web-hosted system, IVR/Phone system, Check
21, ACH, Credit Card Payments and Merchant Solutions). Our solutions are
Simpler Systems develops software and delivers services. We free data and
give people the ability to engage with data meaningfully. Whether it is locked
Since 1948, Rogers, Anderson, Malody & Scott, LLP has been providing quality
accounting and related services to a wide range of clients, including governments,
private businesses and individuals. Our goal is to provide the highest quality
services at the most reasonable rates. We place a premium on timeliness,
Booth #401
Contact: Sheila Andres
7740 Painter Avenue, Suite 100 | Whittier, CA 90602
Phone: 562-696-4843 Ext. 102 | Email: sheila.andres@rtlawrence.com
Website: www.rtlawrence.com
and have enhanced operations within the following industries: city/municipalities,
RUTGERS BUSINESS SCHOOL
Table #4
Contact: Professor Irfan Bora
100 Rockafeller Road | Piscataway, NJ 08854
Phone: 848-445-5311 | Email: Irfan.bora@rutgers.edu
Website: www.business.rutgers.edu/govmaccy
The Rutgers Master of Accountancy in Governmental Accounting degree is a
unique, nationally recognized, online program which prepares graduates for
degree program of its type in the nation with students from 34 states. Rutgers is
an AACSB accredited institution.
Table #20
Contact: Keri G. Collins
627 Island View Drive | Santa Barbara, CA 93109
Phone: 805-882-1848 | Email: keri@simplersystems.com
Website: www.simplersystems.com
from a user’s perspective. Our intuitive interface lets anyone navigate data
independently.
SOFTRESOURCES LLC
Booth #213
Contact: Spencer Arnesen, CPA
1141 NO 124th Street, Suite 270 | Kirkland, WA 98034
Phone: 425-216-4030 | Email: sarnesen@softresources.com
Serving you since 1995, SoftResources provides unbiased software consulting
services for: software assessment, software selection, contract negotiation and
implementation oversight. Recent projects include assessment and selection
of ERP, Financials, HR/Payroll, Permitting Utility Billing, EAM and more. We
your project.
SPRINGBROOK SOFTWARE
Booth #506
Contact: Scott Cummins
1000 SW Broadway, Suite 1900 | Portland, OR 97205
Phone: 503-820-2200 | Email: scott.cummins@sprbrk.com
Website: www.springbrooksoftware.com
Founded in 1985 and headquartered in Portland, Oregon, Springbrook Software
provides the tools that enable communities and local governments to work better.
Cloud-based fund accounting, utility billing, tax and customer information systems
help local governments, utilities and special districts manage resources and serve
their residents. And with almost 800 clients nationwide, Springbrook has the
experience and reach to help government keep pace with the demands of running
their business.
SPRINGSTED INCORPORATED
Table #13
Contact: William W. Reynolds
21300 Victory Boulevard, Suite 118 | Woodland Hills, CA 91367
Phone: 818-456-4861 | Email: wreynolds@springsted.com
Website: www.springsted.com
services, including the full range of debt issuance, operational and capital planning,
revenue enhancement, management and compliance areas and investment
services. Our economic development services assist you in strategy formation,
STONECASTLE CASH MANAGEMENT
Booth #107
Contact: Chris Takacs
152 West 57th Street | New York NY 10019
Phone: 212-354-6500 Ext. 357 | Email: ctakacs@stonecastle.com
Website: www.stonecastlepartners.com
StoneCastle Cash Management offers the innovative FDIC insured, stable and
liquid cash-management vehicle FICA®. FICA® addresses the California Public
Fund Investment Primer guidance to seek a balance of safety, liquidity and yield
when investing public funds.
SUNGARD PUBLIC SECTOR
Booth #302
Contact: Brian Baker
1000 Business Center Drive | Lake Mary, FL 32746
Phone: 866-965-7732 | Email: getinfo@sungardps.com
Website: www.sungardps.com
SunGard Public Sector provides integrated enterprise software solutions
to government agencies and utilities serving more than 115 million citizens
throughout North America. ONESolution™ is SunGard Public Sector’s
comprehensive product line that delivers leading-edge functionality, usability,
ledger, and human resources management.
In addition, our management services cover strategic planning, organizational
management, executive searches and compensation systems. Springsted offers
you coordinated, comprehensive professional resources to be successful.
STARNIK SYSTEMS INC.
Table #10
Contact: John Bueler
7820 Orland Avenue | Lubbock, TX 79423
Phone: 806-792-9863 | Email: john.bueler@starnik.com
Website: www.starnik.com
UtilityTrakR™, is a Secure Cloud Solution that provides an array of functionality
including billing, customer service (CIS), online/mobile payments, collections,
document management system, customer portal (EBPP) with detailed history,
functions on tablets and much more, all in one and in real-time.
STIFEL, NICOLAUS & COMPANY, INC.
Booth #315
Contact: Sara Brown
One Montgomery Street, 35th Floor | San Francisco, CA 94104
Phone: 415-364-6872 | Email: sbrown@stifel.com
MUNICIPAL BOND TRUSTEE
M & A ADMINISTRATION
ESCROW AGENT
CUSTODY SUCCESSOR TRUSTEE
INSTITUTIONAL INVESTMENT MANAGEMENT
Since 2010, Stifel has senior managed over 1,230 California bond transactions
totaling $36 billion. Stifel’s recent acquisitions of Stone & Youngberg in 2011
and De La Rosa & Co in 2014 demonstrates our commitment to the California
municipal market by creating the State’s largest and most active Public Finance
team.
PAYING AGENT DEFAULT TRUSTEE ADMINISTRATION
STUDENT LOAN ADMINISTRATION
©2014 Wilmington Trust Corporation and its affiliates. All rights reserved. Affiliates in Arizona, California, Connecticut,
Delaware, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Texas,
Vermont, Cayman Islands, Dublin, Frankfurt, London, and Luxembourg
www.csmfo.org | 33
EXHIBITOR LISTING
SYMPRO, A DIVISION OF EMPHASYS
Booth #104
Contact: Peter Bakonyvari
2200 Powell Street, Suite 370 |
Phone: 510-655-0900 X 2222 | Email: pbakonyvari@emphasyssoftware.com
Website: www.sympro.com
SymPro is the leading provider of Treasury Management Software solutions to
the Public Sector. Cities, counties, states, port authorities, utilities, and more,
use SymPro for their daily Investment, debt and cash management operations.
The solutions include integration to a wide range of ERP accounting systems,
URBAN FUTURES INCORPORATED
Booth #404
Contact: Michael Busch
3111 North Tustin, Suite 230 | Orange, CA 92865
Phone: 714-283-9334 | Email: michaelb@urbanfuturesinc.com
Website: www.urbanfuturesinc.com
advisory and underwriting experience.
UFI Public Management Group (PMG) resolves agencies’ most complex issues
based on decades of both public and private experience on behalf of cities,
counties, and utility districts.
THALES CONSULTING INC
US BANK
primary product offering is CAFR-Online.com which is web-based software
used to prepare the entire CAFR. Through use of our own technology, we cost
effectively prepare Cities Financial Transactions Reports and Special District
Reports for California clients.
US Bank is the 5th largest commercial bank in the United States. We provide
a comprehensive line of banking, brokerage, insurance, investment, mortgage,
trust and payment service products to consumers, businesses and institutions.
US Bank was named one of the World’s 50 safest banks in 2014. We use our
Table #7
Contact: Joe Stimac
980 Ninth Street, 16th Floor, PMB 1604 | Sacramento, CA 95814
Phone: 530-979-1648 | Email: jstimac@thales-consulting.com
TURBO DATA SYSTEMS
Booth #508
Contact: Roberta Rosen
18302 Irvine Boulevard, Suite 200 | Tustin, CA 92780
Phone: 714-573-5757 | Email: admin@turbodata.com
Website: www.turbodata.com
Turbo Data works with public agencies to increase their revenue and collections
collection services, and Franchise Tax Board Interagency Intercept program
services.
We provide CONNECTED mobile ticketwriters to empower parking, administrative
Booth #606
Contact: John Axt
633 West Fifth Street, 24th Floor | Los Angeles, CA 90071
Phone: 213-615-6005 | Email: john.axt@usbank.com
Website: www.usbank.com
VAN IWAARDEN ASSOCIATES
Table #8
Contact: Candace Gislason, FSA
100 Pine Street, Suite 1250 | San Francisco, CA 94111
Phone: 415-678-1983 | Email: candaceg@vaniwaarden.com
Website: www.vaniwaarden.com
We are independent actuaries specializing in pensions and OPEB. We have
CA public sector auditors. Our consultants have assisted employers for decades
with plan design, valuation and cost control. Our clients include governmental
agencies in all 58 California counties.
TYLER TECHNOLOGIES
WELLS FARGO BANK
Tyler Technologies provides comprehensive and advanced software and
services that empower people who serve the public. Designed with an insider’s
understanding of the public sector market, Tyler ERP Solutions offer local and
county governments and schools of all sizes fully-integrated applications for
Unique in the industry, Wells Fargo brings together capital markets and commercial
banking solutions into one team, offering an integrated approach that centers our
business around the needs of our clients. We have an extensive track record of
working successfully with state, county, and municipal governmental agencies,
providing everything from capital markets funding and operating credit, to
specialized payment systems.
Booth #419
Contact: Kyle Johnson
1 Tyler Drive | Yarmouth, ME 040926
Phone: 800-772-6220 | Email: kyle.johnson@tylertech.com
Website: www.tylertech.com
Booths # 312/314
Contact: Mark Hewlett
333 South Grand Avenue, 5th Floor | Los Angeles, CA 90071
Phone: 213-253-7237 | Email: mark.c.hewlett@wellsfargo.com
Website: www.wellsfargo.com/com/industry/government
WILLDAN FINANCIAL SERVICES
WORKIVA
costs of growth and generating revenues to fund desired services. Willdan assists
agencies by providing a variety of services including: economic development/
Workiva created Wdesk, a cloud based productivity platform, for business
data collaboration, management and reporting that is used by thousands of
organizations. Wdesk helps public sector and government agencies meet
compliance standards with synchronized data, controlled collaboration,
granular permissions and a full audit trail. See what we can do for you at
workiva.com/government.
Booth # 319
Contact: Mark Risco
27368 Via Industria, Suite 200 | Temecula, CA 92590
Phone: 951-587-3500 | Email: mrisco@willdan.com
Website: www.willdan.com
Contact: Ralph Gill
2900 University Boulevard | Ames, IA 50010
Phone: 214-995-6249 | Email: ralph.gill@workiva.com
Website: www.workiva.com
ZIONS BANK CORPORATE TRUST
WILMINGTON TRUST, N.A.
Booth #305
Contact: John Deleray
650 Town Center Drive, Suite 6 | Costa Mesa, CA 92626
Phone: 714-384-4154 | Email: jdeleray@wilmingtontrust.com
Website: www.wilmingtontrust.com
Wilmington Trust, a leading provider of corporate trust services in the municipal
arena, serves as Trustee, Paying Agent, Escrow Agent, Successor Trustee, and
more -- representing more than $100 billion in outstanding tax-exempt issues.
Clients look to us to serve as Corporate Trustee from one of our 20 international
Booth #206
Contact: Mark D. Petrasso
Corporate Trust Division
550 South Hope Street, Suite 2875 | Los Angeles, CA 90071
Phone: 213-593-3153 | Email: mark.petrasso@zionsbank.com
Website: www.corporatetrust.zionsbank.com
For over 100 years Zions Bank has built strong, lasting relationships
by delivering excellent service and by adding value to our customer’s
Zions Bank makes a difference by providing a truly local customer service
experience enhanced by strong technological reporting solutions. One
customer service….
www.csmfo.org | 35
2015 SPONSORS
DIAMOND SPONSORS
PLATINUM SPONSORS
Albert A. Webb Associates
PFM Asset Management, LLC
BNY Mellon
Pun Group (formerly Pun & McGeady)
HdL Companies
Regional Government Services Authority
Lance, Soll & Lunghard, CPA’s LLP
US Bank
MuniServices
Willdan Financial Services
GOLD SPONSORS
Cutwater Asset Management
NBS
Fidelity Investments
Piper Jaffray & Co.
Fieldman, Rolapp & Associates
Raymond James
Mayer Hoffman McCann P.C.
Stifel, Nicolaus and Company, Inc.
Maze & Associates
Wilmington Trust, N.A.
National Public Finance Guarantee Corp
& EXHIBITORS
SILVER SPONSORS
Aslan Consulting/Schafer Consulting
Fitch Ratings
Public Trust Advisors
Assured Guaranty
Harris & Associates
Questica Inc
Bank of the West
Holman Capital
Revenue & Cost Specialists, LLC.
BBVA Compass
InfoSend, Inc.
Rogers, Anderson, Malody & Scott, LLP
BLX Group LLC
Jones Hall APLC
RT Lawrence Corporation
BTI Appraisal
Lincoln Financial Group
RW Baird
CalPERS
Mann Urrutia Nelson CPAs
SCI Consulting Group
CaseWare International Inc
MGO
SoftResources LLC
Chandler Asset Management
MUFG Union Bank
Springbrook Software
ClientFirst Technology Consulting
MuniTemps/Municipal Staffing Solutions
StoneCastle Cash Management
Commerce Bank
New World Systems
SunGard Public Sector
Computron Software
NexLevel Information Technology, Inc.
CostTree Systems
OpenGov
Sympro Software, a division of
Emphasys
David Taussig & Associates, Inc.
PARS
Empower Retirement/Great-West Financial
Paymentus
ExecuTime Software
Plante & Moran, PLLC
First Empire Securities
Promontory Interfinancial Network, LLC.
Turbo Data Systems
Tyler Technologies
Urban Futures Incorporated
Workiva
Zions Bank Corporate Trust
BRONZE SPONSORS
Bartel Associates
FirstSouthwest
Richards, Watson & Gershon
Build America Mutual
GovPayNet
Rutgers Business School
California Special Districts Alliance
ICMA-RC
Simpler Systems, Inc
Caselle
Keenan & Associates
Springsted Incorporated
Chavan & Associates, LLP
Neptune Technology Group
Starnik Systems Inc.
ClearSource Financial Consulting
OpTerra Energy Services
Thales Consulting Inc.
Convenient Payments
Rahban CPA & Consulting Inc.
Van Iwaarden Associates
GOLF SPONSORS
Jones Hall APLC
Lance, Soll & Lunghard, CAP’s LLP
TENNISSPONSORS
SPONSOR
BRONZE
Bank of the West
NBS
PARS
Piper Jaffray & Co.
Stifel
Vavrinek Trine Day & Co., LLP
www.csmfo.org | 37
COMPLETE PROGRAM AT A GLANCE
KEY:
Break-Out Sessions
General Sessions
Exhibit Areas
8:00 AM - 5:45 PM
Registration Open (Portola Lobby)
9:00 AM - 11:00 AM
Early Bird Session - In Control: Getting Familiar with the New COSO Guidelines (Steinbeck Forum)
10:00 AM - 11:45 AM
Exhibit Hall Open
11:00 AM - 11:45AM
New Member Orientation - Getting the Most Out of CSMFO (Portola Room)
12:00 PM – 2:30 PM
Welcome General Session, Luncheon and Keynote Speaker Don McMillan
2:30 PM – 3:30 PM
Dessert in Exhibit Hall – exhibit hall remains open until 6:00 pm (Serra Ballroom)
3:30 PM – 4:45 PM
Crossing the Line:
Identifying Fraud in
Government (Portola
Room)
4:45 PM – 6:00 PM
Vendor Reception in Exhibit Hall (Serra Ballroom)
6:00 PM
So Much Money…What
Are My Best Investment
Options (Bonzai Room)
The California Drought
– What is in Your Rates?
(Cottonwood Room)
It’s All in the Details:
Capital Assets, Fund
Balance, and Net Position
(Steinbeck Forum)
The Latest and Greatest
What Finance Officers
on Pensions, OPEB,
Need to Know About Cyber
Bankruptcies, Local
Security (Ferrante Room)
Initiatives, and the Future
of the Defined Benefit Plan
(Colton Room)
Success Stories of Cities
that Turned Crises into
Opportunities (Bonzai
Room)
GASB Update—What
You Need to Know Now
(Steinbeck Forum)
Enhancing the Connection
Between Finance and
Human Resources (Colton
Room)
Frog Protection? No –
Fraud Prevention! (Portola
Room)
Keys to Successfully
The Ten Deadly Sins! Or…
Leading a Finance
How to Avoid the Potholes
Department (Colton Room) on the Road to a Successful
ERP (Ferrante Room)
Free Evening
THURSDAY, FEBRUARY 19, 2015
7:30 AM – 8:30 AM
Buffet Breakfast in Exhibit Hall (Serra Ballroom)
7:30 AM – 5:00 PM
Registration Open (Portola Lobby)
7:30 AM – 2:30 PM
Exhibit Hall Open (Serra Ballroom)
8:30 AM – 9:45 AM
Pragmatic Approaches
to Long-Term Planning
(Portola Room)
9:45 AM – 10:15 AM
Break in Exhibit Hall (Serra Ballroom)
10:15 AM – 11:30 AM Here We Go Again! Big
Changes in Measuring
OPEB Costs and Liabilities
(Bonzai Room)
The Changing (and
Challenging) Municipal
Bond Market Landscape
(Cottonwood Room)
The Coleman Report
(Steinbeck Forum)
11:30 AM – 1:45 PM
Luncheon & Keynote Speaker Jordan Levine (De Anza Ballroom)
1:45 PM – 2:30 PM
Dessert in Exhibit Hall and Prize Drawings (Serra Ballroom)
2:30 PM
What a Finance Officer
Needs to Know About
Cloud Computing (Ferrante
Room)
Exhibit Hall Closes (Serra Ballroom)
2:30 PM – 3:45 PM
An Update to Best Practices
in Communicating Your
Budget Effectively (Portola
Room)
Overview of Debt
Financing…So
Many Moving Pieces
(Cottonwood Room)
Innovative Budgeting Tools Report on CCMA Activities Actuarial Information 101
(Ferrante Room)
to Facilitate Readiness for (Bonzai Room)
GASB 68 (Steinbeck Forum)
Rating Agencies: How New
Evaluation Criteria Could
Impact Your Rating (Colton
Room)
4:00 PM – 5:15 PM
How the Affordable
Care Act is Currently
Affecting Cities and
Other Governmental
Organizations (Bonzai
Room)
Building a Successful
Revenue Measure
(Cottonwood Room)
Transforming Your Budget
Forecast Into Financial
Policy (Portola Room)
Solve Your IT Investment
Puzzle – Put the Pieces
Together with an IT Master
Plan (Ferrante Room)
6:30 PM - 11:00 PM
Cruise the Night Away with CSMFO (Portola Lobby)
GASB—A Look into the
Future (Steinbeck Forum)
Developing the Next
Generation of High
Performers (Colton Room)
COMPLETE PROGRAM AT A GLANCE
FRIDAY, FEBRUARY 20, 2015
7:45 AM – 8:15 AM
Buffet Breakfast (De Anza Foyer)
8:15 AM – 10:30 AM
Business Meeting & General Session Speakers Cheryl Eason & Alan Milligan (De Anza Ballroom)
10:30 AM – 10:45 AM
Break
10: 45 AM – 12:00 PM GFOA Resiliency Project
(Portola Room)
Understanding and
The Coleman Report
Analyzing Pension and
(Repeat Session)
OPEB Liabilities in Relation (Steinbeck Forum)
to Other City Needs (Bonsai
Room)
Sink or Swim? Preparing
for GASB 68’s First Year
(Ferrante Room)
Maximizing Value:
Creating an Empowering
Work Environment (Colton
Room)
Speed Coaching – Find
the Answers You Need
(Cottonwood Room)
www.csmfo.org | 39
FEBRUARY 17-20, 2015
MONTEREY CONFERENCE CENTER
SERRA BALLROOM
EXIT
STAGE
KITCHEN
RAMP
DRESSING
ROOM
DRESSING
ROOM
TT12 TT13 TT14 TT15 TT16 TT17 TT18 TT19 TT20
3
FE
8’
8’
400 403 404 406 408
301 303 305 307 309
412 414 416 418
8’
313 315 317 319
7’
13’
Food & Beverage
2
Bistro
Bistro
Bistro
FA
Bistro
Bistro
300 302 304 306 308
201 203 205 207 209
312 314 316 318
8’
211 213 215 217
12’
STORAGE
FACILITY
TT2 TT11
FE
8’
200 202 204 206 208
212 214 216
101 103 105 107 109
113 115
600 602 604 606
13’
TT3 TT4 TT5
RESTROOMS
TT6 TT7
19’
UP
413 417 419
UP
401 407 409
FA
RESTROOMS
TT8 TT9 TT10
415 516 518
18’
Food & Beverage
EXIT
EXIT
405 506 508
8’
ELEVATOR
100 102 104 106 108 110 112
FREIGHT
ENTRANCE
13'-4" X 13'-4"
FA
ENTRANCE
BOX
OFFICE
OFFICES
PORTOLA
LOBBY
STAIRS
UP
ESCALATOR
UP
WINDOW
PHONES
EXHIBITOR DIRECTORY
Aslan Consulting Schafer Consulting .....................403
NBS ........................................................................216
Assured Guaranty ..................................................101
Neptune Technology Group .................................TT12
Bank of America Merrill Lynch ................... 113 & 115
New World Systems ...............................................413
Bank of the West ....................................................300
NexLevel Information Technology, Inc. ..................418
Bartel Associates .................................................TT17
OpenGov ................................................................214
BLX Group LLC ......................................................600
OpTerra Energy Services .....................................TT15
BNY Mellon .............................................................313
PARS.......................................................................205
BTI Appraisal ..........................................................204
Paymentus ..............................................................602
Build America Mutual ...........................................TT14
PFM Asset Management, LLC................................209
California Special Districts Alliance......................TT16
Piper Jaffray & Co. .................................................207
CalPERS ....................................................... 103 & 105
Plante & Moran, PLLC ............................................408
Caselle....................................................................TT3
................405
CaseWare Internation Inc. ......................................406
Public Trust Advisors ..............................................100
Chandler Asset Management.................................108
Pun Group (formerly Pun & McGeady) ..................308
Chavan & Associates, LLP .....................................TT6
Questica Inc ...........................................................211
ClearSource Financial Consulting ..........................TT2
Rahban CPA & Consulting Inc. ..............................TT5
ClientFirst Technology Consulting ..........................412
Raymond James.....................................................109
Commerce Bank.....................................................415
Regional Government Services Authority...............306
Computron Software ...............................................409
Revenue & Cost Specialists, LLC...........................110
Convenient Payments...........................................TT18
Richards, Watson & Gershon ...............................TT19
CostTree Systems ...................................................318
Rogers, Anderson, Malody & Scott, LLP ................316
CSMFO ...................................................................516
RT Lawrence Corporation ......................................401
Cutwater Asset Management .................................604
Rutger’s Business School .......................................TT4
David Taussig & Associates, Inc. ...........................201
RW Baird ................................................................200
Empower Retirement/Great-West Financial............407
SCI Consulting Group ............................................417
ExecuTime Software ...............................................112
Simpler Systems, Inc. ...........................................TT20
Fidelity Investments ................................................304
SoftResources LLC.................................................213
Fieldman, Rolapp & Associates .............................301
Springbrook Software .............................................506
First Empire Securities............................................208
Springsted Incorporated ......................................TT13
Fitch Ratings...........................................................203
Starnick Systems Inc. ...........................................TT10
GovPayNet ...........................................................TT11
Stifel, Nicolaus and Company, Inc. ........................315
Harris & Associates ................................................400
StoneCastle Cash Management.............................107
HdL Companies .....................................................217
SunGard Public Sector ...........................................302
Holman Capital .......................................................215
SymPro Software, a division of Emphasys .............104
ICMA-RC ................................................................TT9
Thales Consulting Inc. ............................................TT7
InfoSend, Inc. .........................................................102
Turbo Data Systems ...............................................508
J.P. Morgan.................................................. 307 & 309
Tyler Technologies ..................................................419
Jones Hall APLC.....................................................202
Urban Futures Incorporated ...................................404
Lincoln Financial Group .........................................317
US Bank..................................................................606
Mann Urrutia Nelson CPAs .....................................416
Van Iwaarden Associates .......................................TT8
MGO .......................................................................106
Wells Fargo Bank ........................................ 312 & 314
MUFG Union Bank..................................................518
Willdan Financial Services......................................319
MuniServices ..........................................................212
Wilmington Trust, N.A. ............................................305
................414
Zions Bank Corporate Trust ....................................206
National Public Finance Guarantee Corp...............303
www.csmfo.org | 41
Save the Date!
Please Join Us at
CSMFO 2016
March 1-4, 2016
Disneyland Hotel
Anaheim, California
Wells Fargo is proud to support
the 2015 California Society of Municipal
Finance Officers Annual Conference
80% of Americans live in cities, and cities produce more than 75% of
our nation’s economic output.1, 2
Learn how Wells Fargo can help cities — large and small — confront challenges that not only impact
the quality of life of those who live and work in cities, but also the success of our entire nation.
Wells Fargo Government and Institutional Banking is a specialized business with professionals who are
experienced in understanding the unique challenges faced by all types of government organizations.
From raising capital and managing assets to increasing operational efficiencies and managing risk, we
offer the right combination of services to help you achieve your goals. Let us put our knowledge and
experience to work for you.
To discuss your banking needs, please contact:
James ThompsonɄɄƌɄɄ )$*-Ʉ$ Ʉ- .$ )/ɄɄƌɄɄƀŽƁƝſƃŽƝžƅſžɄ
Mark Hewlett ƌɄɄ )$*-Ʉ$ Ʉ- .$ )/ɄɄƌɄɄžŽſƝžƁſƝƃžſƃ
2010 Census Urban and Rural Classification. U.S. Census. http://www.census.gov/geo/reference/ua/urban-rural-2010.html
Economic Growth Widespread Across Metropolitan Areas in 2012. Bureau of Economic Analysis. September 17, 2013. http://www.bea.gov/newsreleases/regional/gdp_
metro/gdp_metro_newsrelease.htm
Commercial banking products and services are provided by Wells Fargo Bank, N.A. Investment banking and capital markets products and services are provided by
Wells Fargo Securities, and are not a condition to any banking product or service. Wells Fargo Securities is the trade name for certain securities-related capital markets
and investment banking services of Wells Fargo & Company and its subsidiaries, including Wells Fargo Securities, LLC, member NYSE, FINRA, NFA, and SIPC, and
Wells Fargo Bank, N.A. Municipal derivatives services are provided by Wells Fargo Bank, N.A., a swap dealer registered with the CFTC and member of the NFA.
© 2015 Wells Fargo Bank, N.A. All rights reserved. Member FDIC. WCS-1229605.
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© 2014 JPMorgan Chase Bank, N.A. Member FDIC. 10807
George Hausler
Division Manager
(213) 621-8174
Art Neville
Sacramento Banker
(916) 491-3327
Heather Usiski
Southern California Banker
(949) 833-4379
Liz Crum
San Francisco Banker
(415) 315-6710
Paul Dawkins
Los Angeles Banker
(213) 621-8658
Kerwin Deese
Southern California Banker
(949) 833-4061
Neil Pack
San Francisco Banker
(415) 315-8838
Matt Kirschenman
Los Angeles Banker
(213) 621-8194

CSMFO 55TH ANNUAL CONFERENCE

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