UC Santa Barbara, BA in Business Economics, Accounting Concentration
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 and Chief Finance Officer
Responsible for the daily finance operations, audit and preparation and review of financial reports, budget preparation, debt and treasury functions, oversight of purchasing, building administration, and technology
West Basin MWD (2006-current): Chief Finance Officer
Responsible for the department activities including finance and accounting, purchasing and contracts management, building, technology, budget, cash management and treasury functions, and debt management
Career Development Chair: 2005-current
– Served as Coordinator for Intermediate Government Course (2006)
– Served as Vice Chair of Technical Programs (2007-2009)
– Serve as Chair (2010-current)
2012 Host Committee for Annual Conference in Anaheim
2012 Chair of Annual Conference Sponsorship Program
2010 Nominating Committee
2010 Technology subcommittee on website redesign
Past CMSFO budget and CAFR reviewer
Other Professional Affiliations
Government Finance Officer’s Association (GFOA)
California Municipal Treasurer’s Association (CMTA)
Association of Public Treasurer of the United States and Canada (APT): Acquired Certified Public Funds Investment Manger certification
California Society of Certified Public Accountants
Also maintain current CPA license with the State Board of Accountancy
As the current Career Development Chair, I am active advancing professional development opportunities, enhancing the CSMFO website for members stay informed and developing a partnership with CalCPA to provide training to our members. I am fortunate to play an active role in the strategic goal sessions where annually the CSMFO leadership looks at its short and long-term goals. Several goals addressed by Career Development include website enhancement, growth of leadership skills, financial viability of our programs, and re-invigorating the coaching program.
As a board member, I would:
INFORM: Information comes at all directions. I like to see where we can improve disseminating information that impacts us from changes in accounting pronouncements to State or regulatory offices mandates.
EDUCATE: CSMFO does a tremendous job offering courses throughout the year and at the Annual Conference. I like to continue to develop relationships to deploy more advanced training and cross-promote with other organizations that will help us meet the challenges today and into the future.
CONNECT: Networking is so important 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.