December 2013 MiniNews

December 2013 MiniNews

      • Willdan Financial Services
      • Harris.
      • Cutwater Asset Management
      • Bartle Wells


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*Please note that updates are continually made to the Job Board section of the MiniNews (PDF format) after its original release. Check the Job Board regularly.

President’s Message

By: Pauline Marx, City and County of San Francisco

CSMFO Strategic Planning Process and a Holiday Wish

In the October newsletter I reported on the September CSMFO Strategic Planning process. We (CSMFO Officers, Board Members, Committee, Chapter leadership, and our Executive Director) made a lot of progress at our September meeting, but had not reached a concensus on the objectives and the action steps. We met again on November 21 and have now completed this stage of the process.

It will come as no surprise that the top strategic goals are: organizational sustainability, membership engagement, and professional development. Under each of these broad goals, we have listed high-level priority actions for 2014 and future years; and for each of the priority actions, there are several strategies articulated. By following this plan, we can ensure that our organization will continue to thrive, while serving our needs and the needs of future professionals.

The holiday season is now upon us. For most of us that means some combination of spiritual connection, family, friends, and food. My wish for all of us is this: that the love, joy and feeling of well-being that we experience at this time of year stay with us throughout 2014. And I wish peace to you, to those special to you, and to the world.

Executive Director’s Message

By: Melissa Dixon, CAE








Day-to-day hustle and bustle abounds

When working one hour to the next;

Emails and phone calls and “new message” sounds

And always an incoming text.


But holidays ask us to slow some things down,

To take stock of all with real meaning

Of family and friends and, all over town,

A sense of goodwill intervening.


I hope this December finds you all well

And allows you in this tinseled flash

To sit and appreciate just for a spell

More than just budgets and cash.


Happy holidays to our CSMFO members!

CSMFO Election Results

  • President Elect: Jesse Takahashi
  • Northern California Director: Marc Pimentel
  • Southern California Director: Barbara Boswell


2014 Annual Conference Scholarship Program

December 6 Deadline

The CSMFO 2014 Annual Conference Scholarship Program is now accepting applications! This year, there are changes to previous eligibility requirements. For the first time, the Board of Directors and Annual Host Committee will consider awarding scholarships to multiple persons from a single agency; this policy allows an agency that is experiencing hardship to network and fully participate in the conference. Fifteen (15) scholarships will be awarded in 2014. For more information about the program, or to apply, please go to the 2014 Annual Conference webpage.


New Resource Helps With Public Engagement in Budgeting

From the Institute for Local Government (ILG)

A new four-page publication from the Institute for Local Government offers information and useful tools to help your agency involve the community in the budget process. The Institute for Local Government promotes good government at the local level with practical, impartial and easy-to-use resources for California communities.

Public Engagement in Budgeting covers a variety of issues and information for local agency officials and staff, including:

  • Why Involve the Public in Budgeting
  • Choosing the Right Approach Means Asking the Right Questions
  • Tools to Consider
  • Communication and Engagement
  • One Strategy: Start with Goals
  • A Strategy for Sustaining Public Engagement

For a free copy of Public Engagement in Budgeting, visit


CSMFO MiniNews Committee Member Feature

Corbett_PhotoName: Drew Corbett

Agency: City of Menlo Park

Committee Chair of: Board Liaison to the Membership Benefits Committee

Q: How long have you been in the municipal finance profession? I have been in the municipal finance profession for over eight years.  Prior to getting into municipal finance, I was a financial analyst in the technology industry for five years.  While my time in private industry was a great learning and professional development experience, what interested me about municipal finance was the local impact of the work.

 Q: How long have you been a CSMFO member? Served on a CSMFO committee? I have been a CSMFO member since 2008, and I got involved with a committee as soon as I joined.  I spent three years on the Career Development Committee, with my primary role being to coordinate the accounting trainings that are held annually at various locations throughout the state.

Q: What committee are you a part of now? Why did you become involved with CSMFO’s committee(s)?  I am currently on the CSMFO Board of Directors, and as part of my role on the Board, I serve as a liaison to a committee.  My assigned committee is the Membership Benefits Committee. After spending three years on the Career Development Committee, it has been a great experience working with a new committee.  Working with the Membership Benefits Committee has continued to allow me to broaden my understanding of how valuable of a resource CSMFO is to municipal finance professionals.

Q: How did you come to be involved in the leadership of CSMFO? It started with getting involved with the Career Development Committee in 2008.  My agency’s Director of Finance, Mary Bradley, was a Senior Advisor to the committee and recommended that I get involved.  My first role was to assist the committee chair in getting the introductory government accounting classes coordinated that year.  From there, I gradually increased my role and involvement with the committee, and then in late 2011, I was elected to the Board of Directors for the three-year term.

Q: What are your goals for the committee for the coming year, and how do they relate to the overall organization’s goals? CSMFO has established goals for sustainability of the organization and engagement of the membership. One of our committee’s goals is to recruit new members, both within existing agencies and from new agencies.  We are also striving to boost student memberships so that college students who are interested in a career in municipal finance can begin to network.  We will be conducting a member orientation session at the conference in February and look forward to seeing both new and current members at that session.

Coaching Corner

Boost Your Career 24/7 with CSMFO Coaching Program Resources


Looking for some key career insights?

CSMFO has a cadre of volunteer coaches. Learn about them and other resources to support your career at


Want to expand your knowledge and skills?

Go to the Archives to tap webinar presentation materials and audio recordings Here are the 2013 topics:

  • Forecasting Sales and Use Tax Revenues Economic Development California
  • Municipal Fiscal Health Diagnostic Debt Management How the 2010 Health
  • Care Bills Will Affect Your Agency Best Practices in Communicating
  • Your Budget PERS Rates Managing Employee Compensation

Enjoy these resources to thrive in your local government finance career.

For more information: contact

Don Maruska, Master Certified Coach
Director, CSMFO Coaching Program

Welcome New CSMFO Members!

  • Teresita Acevedo, Accountant, Murrieta
  • Diane Agar, Finance Division Manager – Accounting, Pittsburg
  • Rosie Bernal, Accountant, Rancho Mirage
  • Sharon Briscoe, Finance Director, City of Chowchilla
  • Richard Clark, Managing Director, Stern Brothers & Co.
  • Ana Conrique, Accountant, Brea
  • David Forman, Partner, White Nelson Diehl Evans LLP
  • Craig Hoshijima, Director, Public Financial Management, Inc.
  • Martin Joe, Senior Financial Analyst, South San Francisco
  • Maria Mata, Accounting Specialist, Pinole
  • Kathleen Mauzey, Finance Manager I, Monterey County
  • Jesse Myott, Financial Analyst II, South San Francisco
  • John Ralston, Accounting Supervisor, Orange County Sanitation District
  • Mark Reister, Senior Accountant, Murrieta
  • Evelyn Rodriguez, CFO, Upper San Gabriel Valley MWD
  • Lisa Roos, City Clerk/Finance Director, Ripon
  • Genna Tanner, Budget Analyst, Roseville
  • Edward Williams, Accountant I, Redding
  • Grace Zheng, Accounting Manager, Mountain View


Chapter Meetings

East Bay & CMTA Joint Meeting – December 6

Holiday Luncheon
– RSVP to Brian Starr

Channel Counties Holiday Meeting – December 12

Holiday Luncheon
– RSVP NLT December 10th

South Bay & Central Los Angeles CSMFO Business Meeting – December 12

Holiday Luncheon
– RSVP to Eleanor Manzano

Orange County & CMTA Division 9 Meeting – December 18

Holiday Luncheon
– RSVP to Stephen Parker


Education Opportunities

Joint Training with CMTA on Investment Accounting, San Francisco, CA

December 11, 9:00 a.m. – 3:00 p.m.

  • Gary M. Caporicci, CPA, CGFM, CFF, Partner
  • Debra Goodnight, Managing Director

Intermediate Governmental Accounting, Gilroy, CA

– December 12, 8:00 a.m. – 5:00 p.m.

  • Susan Mayer

Joint Training with CMTA on Investment Accounting, Costa Mesa, CA

– December 12, 9:00 a.m. – 3:00 p.m.

  • Gary M. Caporicci, CPA, CGFM, CFF, Partner
  • Debra Goodnight, Managing Director

Intermediate Governmental Accounting, Ukiah, CA

– January 30, 8:00 a.m. – 5:00 p.m.

Intermediate Governmental Accounting, Pasadena, CA

– February 28, 8:00 a.m. – 5:00 p.m.

Career Opportunities

CSMFO provides government finance professionals with numerous resources for enhancing and advancing their careers. Visit the job opportunities page of the CSMFO website for a list of current job openings.