CSMFO

CSMFO promotes excellence in financial management through innovation, continuing education, and the professional development of members. To this end, the Annual Conference provides all members with education and skills necessary to carry out a high level of professionalism in the field of municipal finance.

 

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Wednesday, February 29, 2012 3:00 pm - 4:15 pm

So You Need to Reduce Retirement Costs? Contracting for Reduced Benefits
Speakers: Brian Stott, Human Resources Director, City of Fremont; Lalo Perez, Administrative Services Director, City of Palo Alto
Investing in Today’s Changing Markets
Speakers: Michelle Durgy, Chief Investment Officer, City and County of San Francisco; Nancy Jones, Managing Director; PFM Asset Management LLC
Need More Revenue in Today’s Anti-Tax Environment?
Speakers: Catherine Lew, President & CEO, The Lew Edwards Group; Chris Fisher, Group Manager, Financial Consulting, Willdan Financial Services; Tami Scott, Administrative Services Director, City of Cathedral City
Implementing GASB 54 (Fund Balance Reporting)
Speaker: Gregory Allison, Senior Lecturer in Public Finance and Government, The University of North Carolina at Chapel Hill
Analyzing Organizational Performance Problems – Whose Problem is It?
Speaker: Neil Kupchin, Management and Training Consultant, Motivational Business Speaker

Thursday, March 1, 2012 8:30 am – 9:45 am

To Bell and Back: Lessons Learned
Speaker: Ken Hampian, Former Interim City Manager at Bell, Retired City Manager, City of San Luis Obispo
Get It In Writing: Best Practice in Financial Policies
Speakers: Lakshmi Kommi, Debt Management Director, City of San Diego; Bill Statler, Retired Director of Finance & Information Technology, City of San Luis Obispo; Gabe Petek, Senior Director, U.S. Public Finance, Standard & Poor’s; David Brodsly, Managing Director, KNN Public Finance
Common Financial Reporting Problems and How to Avoid Them
Speaker: Gregory Allison, Senior Lecturer in Public Finance and Government, University of North Carolina at Chapel Hill
New Blue Book (Upcoming Release)
(This session will be repeated) Speaker: Stephen Gauthier, Director, Technical Services Center, GFOA
Successfully Balancing Leadership and Management Skills
Speaker: Neil Kupchin, Management and Training Consultant, Motivational Business Speaker

Thursday, March 1, 2012 10:15 am – 11:30 am

Pension Reform and Other Budget Balancing Tools: You Can’t Afford to Wait
Speakers: Jay Goldstone, Chief Operating Officer, City of San Diego; Julia Cooper, Acting Finance Director, City of San Jose
Update on Redevelopment: Has the Fat Lady Sung?
(This session will be repeated) Speakers: David Schey, HdL Coren and Cone; Jack Nagle, Partner, Goldfarb & Lipman LLP
Water, Water Everywhere? Developing Tools to Assess Risk in Capital Spending Plans and Evaluate System Impacts
Speakers: Sanjay Gaur, Senior Manager, Raftelis Financial Consultants, Victoria Beatley, Chief Financial Officer, Mesa Consolidated Water District; Rod LeMond, Finance Director, Western Municipal Water District
Governmental Accounting Standards Board (GASB) Update
Speaker: David Bean, Director of Research & Technical Activities, Governmental Accounting Standards Board
So You Want to Be a Finance Director: Keys to Successful Interviewing
Speakers: Don Maruska, Master Certified Coach, Director CSMFO Coaching Program, Don Maruska & Company, Inc.; Ken Hampian, Former Interim City Manager at Bell & Retired City Manager, City of San Luis Obispo; Teri Black-Brann, Executive Recruiter, Teri Black & Company LLC; Drew Corbett, Budget Manager, City of Sunnyvale

Thursday, March 1, 2012 1:45 pm – 3:00 pm

Negotiating Reductions in Benefits: What Finance Officers Need to Know
Speakers: Mark Danaj, Assistant City Manager, City of Fremont; Edward Kreisberg, Principal, Meyers Nave
Financing Utility Projects in Today’s Challenging Economic Climate
Speakers: Jim Cervantes, Managing Director, Stone & Youngberg; Brian Forbath, Partner, Bond Counsel, Stradling Yocca Carlson & Rauth; Bill Gallardo, Administrative Services Director, City of Brea
New Approaches to Balancing the Budget with Shared and Contract Services
Speakers: Brian Moura, Assistant City Manager, City of San Carlos; Doug Long, Parks & Recreation Director, City of San Carlos; Rebecca Mendenhall, Administrative Services Director, City of San Carlos
New Blue Book
(Upcoming Release) (Repeat Session) Speaker: Stephen Gauthier, Director, Technical Services Center, GFOA
Social Media Update: The Latest in Citizen Engagement
Speaker: Paul W. Taylor, Editor at Large, GOVERNING Magazine, Washington, DC

Thursday, March 1, 2012 3:30 pm – 4:45 pm

Update on Redevelopment: Has the Fat Lady Sung?
(Repeat Session) Speakers: Jim Kennedy, Interim Executive Director, California Redevelopment Association, Jack Nagle, Partner, Goldfarb & Lipman LLP
Avoiding Insolvency and Understanding the Tools of Last Resort: An Update on AB506 And Chapter 9 Bankruptcy for Public Agencies
Speakers: Marc Levinson, Partner, Orrick, Herrington & Sutcliffe LLP, John Knox, Partner, Orrick, Herrington & Sutcliffe LLP, Rob Stout, Retired Finance Director, City of Vallejo; Dave Millican, Municipal Consultant, Retired Deputy City Manager/Chief Financial Officer, City of Fremont
How the 2010 Health Care Bills Are Currently Affecting Cities and Other Governmental Agencies
Speakers: William S. Morgan, CPA, Director of Consulting Services, Diehl, Evans & Co.; Daniel Kopti, Esq., Compliance Consultant, Wells Fargo Insurance Services USA, Inc.
Pension Accounting: A Work in Progress
Speaker: David Bean, Director of Research & Technical Activities, Governmental Accounting Standards Board
Exploring the Payments World: What’s New and What’s on the Horizon
Speakers: Greg Hamilton, Vice President, JPMorgan Chase; Scott Shannon, Sr. Vice President, Treasury Management, U.S. Bank

Friday, March 2, 2012 10:00 am – 11:15 am

Changes in the Pension Environment – Seismic Shift or …?
Speaker: Alan Milligan, Chief Actuary, California Public Employees’ Retirement System (CalPERS)
Regulatory Reform: Stop the Hysteria! What is an Issuer Supposed to do Differently?
Speakers: Daniel Deaton, Partner, Nixon Peabody LLP; Edward J. De La Rosa, President, De La Rosa & Co.
How to Select a New Financial System
Speakers: Terry Hackelman, Nexlevel Information Technology, Inc.; Paul Rankin, Administrative Services Director, City of Dublin
Fraud Protection and Crime Scene Investigation
Speakers: Christy White, President, Christy White Accountancy Corp.; John Dominguez, Supervisor, Christy White Accountancy Corp.; Ben Leavitt, Senior Investigator, Christy White Accountancy Corp.
Data Privacy: What You Should Know, What You Should Do!
Speakers: Donald Hester, Director, Maze & Associates; Tom Lanfranki, Information Systems Auditor, Contra Costa County