Download: March 2017 Board Packet
"Wow! What a conference! I hope that for those of you able to attend that you had as great an experience as I did. Watching the conference unfold from my perspective was tremendously gratifying, as it represented 11 months of dedicated work from a small army of amazing people. The Host and Program Committees, along with the phenomenal folks at Smith Moore and Associates and Meeting & Association Management Services, did a fantastic job executing on this incredible event."
Included in the January edition of CSMFO Magazine are stories about finance here in California and the professionals who make it work.
Download: February 2017 Board Packet
Download: January 2017 Board Packet
Download: December 2016 Board Packet
Education: Boston College, Bachelor of Science in Finance and Marketing California State University, East Bay, Masters in Public Administration, emphasis in Public Management Professional Experience: Financial Services Manager, City of Lafayette (2014 - present) City that I live in and love, where my children are fifth generation Lafayette residents Debt management, investment management, supervision of [...]
Education: Certified Public Accountant, State of California Bachelor of Science Degree with a Major in Accounting - Cal Poly, Pomona Professional Experience: I have 30 years of varied professional accounting, finance and managerial experience, including the last 12 years in municipal finance. I started my career as an auditor for a regional public accounting firm [...]
Download: October 2016 Board Packet
Education: Bachelor of Science in Business Administration, with an emphasis in Accounting (1987, Magna Cum Laude) Professional Experience: Public Accounting - 1987 to 1991(Price Waterhouse for 3 years, Deloitte for 1 year) City of Rialto - 1991 to 1994, Assistant Finance Director City of Riverside - 1994 to 2016, Controller (9 yrs), Assistant Finance Director [...]