Download: October 8, 2019 Board Packet Director Ernie Reyna moved to approve the consent calendar, which consisted of the 2018 CSMFO tax return and September minutes as amended; Director Richard Lee seconded. The motion passed unanimously. Past President Moggia moved to proceed with Phase 1B of the CSMFO certification project. Director Jennifer Wakeman seconded, [...]
Download: April 25, 2019 Board Packet
Let me begin by thanking each and every one of you for the privilege and honor of serving as your 2018 President. The experience is one of the highlights of my career and has provided a way to give back to the community that has given me so much. Did you find your Mission [...]
Well, for most of us. As we approach any new fiscal year, do you find yourself wondering if you got the dates right? I mean we still have year-end close for fiscal year 17-18, and yet we are planning and transacting for the new fiscal year 18-19, and for some of us, we are actually thinking ahead 2-5 years, sometimes longer, to see how we can address the finances in the future.
Ahhhhh..... Spring. For most of us, we find ourselves busy this time of year both at work and home. It is a time to reflect on the past year and a time to plan for the future and it could not be more true than this year.
2017 was a special year for CSMFO, as we celebrated our Diamond Anniversary—60 years, as a professional association. I must say it was an honor and a privilege to have had the opportunity to serve as your President during this anniversary year. And what a year it was…from our annual conference in Sacramento to [...]
Fraud: A Story of Embexxlement, Roseponse, and Resilience In 115 We Trust Investment Policy: A Public Fund's Rule Book The Art of Public Speaking for Government Officials - Part 2 The Seven Deadly Sins: Controls over Cash Collections The State of Health Care in California and the Nation Cyber Security and Fraud Protection – Securing [...]
The end of the summer also marked the end of my travel hiatus for CSMFO business. September was a busy month for me, with visits to Sacramento and the State of Washington. Here’s what I have been up to...
Education: Master of Arts in Leadership and Organizational Studies, Azusa Pacific University (2011) Bachelors of Science in Business Administration-Accounting, California State Polytechnic University, Pomona (1990) Certified Public Accountant (1994) Professional Experience: Assistant General Manager/Chief Financial Officer, Cucamonga Valley Water District (2001 to current) Adjunct Professor, Chaffey College (2012-2013) Adjunct Professor, Riverside City College (2012) [...]
Education: Bachelors of Science in Business Administration, Accounting Emphasis from Biola University; Biblical Studies Minor State of California Certified Public Accountant – License #107059 Professional Experience: I was hired out of Biola University by Conrad and Associates who became Mayer Hoffman McCann. After specializing in government and non-profit clients for over a decade and [...]