UC, Santa Barbara, BA in Business Economics, Accounting Concentration

Professional Experience:

Coopers & Lybrand (1989-1995) Associate to Audit Supervisor
Responsible for the management, review, and preparation of audits for a range of clients.

Central Basin MWD (1995-2006) Assistant Manager of Finance to Chief Financial Officer
Responsible for the daily finance operations, audit and preparation of financial reports, budget preparation, debt and treasury functions, oversight of purchasing, and technology.

West Basin MWD (2006-current) Chief Financial Officer
Responsible for department activities including finance/accounting, purchasing and contracts management, building, technology, cash management and treasury functions, debt management, records management, and development of a small business program.

CSMFO Involvement:

Board Member (2012 – 2014)
– Serve as liaison to several chapters
– Serve as liaison to Membership Committee/Career Development Committee

Career Development Committee (2005-current)
– Serve as Board Liaison, Chair, and Senior Advisor
– Serve as Vice Chair of Technical Programs and as Intermediate Government Course Coordinator

Membership Committee (2013-Current)
-Served as Board Liaison, Vice Chair and Member

Program Committee (2015-Current)

2016 Communications Task Force
2016 Host Committee for Anaheim Annual Conference
2014 Host Committee for Palm Springs Annual Conference
2012 Host Committee for Anaheim Annual Conference
2012 Chair of Annual Conference Sponsorship Program
2010, 2015 Nominating Committee

Other Professional Affiliations:

Government Finance Officers Association (GFOA)
– Current budget reviewer
– Member of Committee of Accounting and Auditing and Financial Reporting (CAAFR) subcommittee

California Municipal Treasurer’s Association (CMTA)
– Currently serve as 2016 President

Association of Public Treasurer of the United States and Canada (APT)

California Society of Certified Public Accountants


Also maintain current CPA license with the State Board of Accountancy

Candidate Statement:

Joining CSMFO over 10 years ago, I immediately saw the benefits of this organization. My first engagement was through the Career Development Committee and has evolved to serving in a multitude of capacities as a member of the Communication Task Force, conference presenter, committee member, and serving on the Board.

I love being engaged in this professional organization and foster CSMFO’s mission and guiding principles through the Strategic Plan and its three overarching goals of professional development, membership engagement, and organizational sustainability.

As President-elect, I intend to focus on three areas:

INFORM: Information comes at all directions. I like to see where we can improve on disseminating information and provide a voice for public agency finance professionals throughout the State and to our peers.

EDUCATE: CSMFO does a tremendous job offering a variety of courses throughout the year through live training and webinars and at the Annual Conference. I like to continue to develop relationships to deploy more advanced training opportunities, cross-promote with other organizations, and locate suitable partners that will help us meet the challenges today and into the future.

CONNECT: Networking is so important for us finance professionals and we have the Chapter Meetings and Annual Conference that provide us these opportunities. I like us to foster these settings so each member can connect with others to learn and grow professionally.

I value the personal and professional relationships that I have and continue to make through CSMFO and am energized by the dedicated individuals who serve the counties, cities and special districts throughout the State.

Thank you for your consideration.