Boston College, Bachelor of Science in Finance and Marketing
California State University, East Bay, Masters in Public Administration, emphasis in Public Management
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 day-to-day accounting, CAFR, financial transparency portal, budget
Senior Accountant, City of Walnut Creek (2006-2014)
Interim Finance Manager for 11 months
Supervision of business license and cashiering, two year budget with updates every six months, long term financial plan, priority based budgeting, Technology Advisory Committee, process and policy development, cost allocation plan and fee study development
Finance Manager/Deputy Town Clerk, Town of Moraga (2002-2006)
Negotiated franchise agreements, responsible for Information Technology/Human Resource/Accounting functions, budget, audit, CIP, analysis and reporting
Member since 2002
East Bay (SF) Chapter Chair (2016)
East Bay (SF) Vice Chair (2013-2015)
Membership Benefits Committee (2013)
Annual Conference Planning Committee (2013)
Other Professional Affiliations:
Government Finance Officers Association (2002 to present)
California Municipal Treasurers Association (2002 to present)
Leadership Contra Costa (2015)
Continuing Education for Public Officials (2013)
I hope to use my passion for leadership and municipal finance to build a stronger, future CSMFO.
I think we often forget that the person next to us at the conference/training, could be our greatest resource for a challenge we are facing. I would like to maximize the leadership, experience, and engagement of our membership in a way that gets practical tips and information to other members when they need it. Some of the ideas around that theme that I have brainstormed with others and have begun to implement at the local level with my co-chair include: roundtable meetings where various topics are discussed, “hackathon” type events where many experts contribute support and advice to help a member with a work plan/project, or to somehow identify subject matter experts who can be contacted directly when questions arise.
I would also like to explore how to educate people on the rewarding opportunities that can be found in local government service, especially in the area of finance.