Voting for the 2019 Board of Directors Election is now open! Please cast your vote for one candidate each for President-Elect (South); Board Member – North; and Board Member – South. Voting closes Wednesday, October 31, 2018 at 11:59 PM.
Nominee for President-Elect
(Southern California)
Statement of Ideas and Goals for CSMFO
At over 2,000 members strong, I recognize that we all have choices when it comes to where we seek our continuing education and professional development opportunities. For me, CSMFO is at the very top of my list of professional memberships and it has been my pleasure to serve our members in various volunteer leadership roles over the last several years.
Fellow members, while CSMFO is, in my estimation, the premier professional association for government finance officers in California, together we still have much to accomplish for the collective benefit of our members and the important missions their organizations serve in communities throughout our state. I am humbled to be considered for the position of President-Elect. I pledge to remain ever mindful of our mission to serve government finance professionals through innovation, collaboration, continuing education and professional development.
Should you require any clarification regarding this candidate statement, my qualifications, background or experience, or passion for CSMFO, please don’t hesitate to contact me at: sheide@chofire.org.
Education
- Certified Public Accountant, State of California
- Bachelor of Science Degree with a Major in Accounting – Cal Poly, Pomona
Professional Experience
I have over 30 years of varied professional accounting, finance and managerial experience, including the last 14 years in municipal finance. I started my career as an auditor for a regional public accounting firm where I earned my CPA certificate. I have also worked in industry and in not-for-profits, and I currently serve as Finance Director for the Chino Valley Fire District in Chino Hills.
CSMFO Involvement
I have been active in CSMFO for nearly 15 years. serving currently as a Director on the CSMFO Board (term expiring January 2019). I have also had the pleasure of serving in various chairperson roles, including on the Administration, Communications and Membership committees, as well as Chair and Vice Chair of the Inland Empire Chapter, and also as a budget award program reviewer. I have also served on the Annual Conference Host Committee as well as on the Nominating Committee.
I regularly attend our fantastic annual conferences, and am fortunate to take advantage of the outstanding CSMFO webinars and other CSMFO sponsored training when possible. I have served as both a speaker and a moderator at our annual conferences and also as a CSMFO webinar presenter.
Other Professional Affiliations
- GFOA
- American Institute of CPAs
- State Controllers Office Financial Transactions Report Working Group
- California Special Districts Association Expert Feedback Team
- Chino Valley Fire Foundation Treasurer
Nominees for Board
(Northern California)
Statement of Ideas and Goals for CSMFO
I appreciate the opportunity to be a candidate for this year’s Board of Directors. My goals are to support programs that provide professional development and networking opportunities for members. I want to continue to broaden the membership base and facilitate strong working relationships among existing members.
CSMFO can broaden its membership base by reaching out to groups who have not regularly participated in CSMFO. I was able to increase student participation in CSMFO this year by helping to organize the first on-campus event at UC Berkeley where we hosted a lunch and presentation. I want to continue my involvement in student engagement by representing CSMFO at a Meet the Firms event and hosting a chapter meeting at a college campus.
I can draw on my experience as Recognition Committee Chair to help broaden membership and facilitate networking. I automated the award programs by introducing new award management software. If elected, I will continue to seek opportunities to use technology to increase member participation.
Thanks for considering me as your board candidate for 2019. Please vote so CSMFO can continue to have Board members who help to achieve its mission to be the preeminent resource for promoting excellence in government finance!
Education
- B.A. Economics and Political Science, UCLA
- M.A. Political Science, UCSB
- Certified Public Accountant since 2004
Professional Experience
- County of Alameda – General Accounting and Internal Audit Division Chief – 3 years
- Transbay Joint Powers Authority – Finance Manager – 3 years
- City of Oakland – Deputy City Auditor – 1 year
- Over 11 years in public accounting with MGO and BPM serving primarily local governments
CSMFO Involvement
- Joined CSMFO as a commercial member in 2011
- Converted from a commercial member to a municipal member in 2012
- Joined the Professional Standards and Recognition Committee in 2013
- Became Vice Chair of the Professional Standards and Recognition Committee in 2014
- Became Chair of the Professional Standards and Recognition Committee in 2016
- Presented CSMFO award winners and Innovation Award plaques at the Annual Conference since 2015
- Became Vice Chair of the East Bay Chapter in 2018
Other Professional Affiliations
- GFOA member
- AICPA member
Statement of Ideas and Goals for CSMFO
I have a passion for helping Finance professionals to grow in their careers and continuously learn. If elected, I’d work tirelessly to ensure that members at all levels are provided educational and career development opportunities in the location and medium most accessible and comfortable to them. This means making sure that live courses and webinars cover topics that are useful, relevant, and timely, leverage current and emerging technologies, and are provided at numerous times throughout the year and at diverse locations. I’d also like to see the Coaching Program enhanced so that it is more accessible and approachable to our future Finance leaders who may desperately need mentoring and support, but who may be uncomfortable asking for help. And lastly, I would like to explore ways in which CSMFO in general is more expansive and inclusive of Finance professionals from all public agencies; big and small. This could be accomplished through a tiered membership structure with an introductory component and a similar structure for the annual conference. CSMFO and its educational, mentoring, and networking opportunities have been so valuable to my career. And through election to the Board, I will work to ensure it is just as valuable to all.
Education
- Masters of Business Administration (MBA) – University of Notre Dame (South Bend, IN)
- Bachelor of Science (BS) in Finance – University of Notre Dame (South Bend, IN)
- Certified Public Finance Officer (CPFO) since 2014
Professional Experience
- Finance Director – City of Milpitas (May 2017 – Current)
- Deputy Finance Director – City of Hayward (April – May 2017)
- Assistant Finance Director – City of San Leandro (April 2015 – April 2017)
- Revenue and Budget Manager – City of Union City (August 1998 – April 2015*)
*Also held other roles in the Administrative Services Department over this time period including Intern and Management Analyst I, II, and III.
CSMFO Involvement
Since 2015, I have been a Vice-Chair of the CSMFO’s Career Development Committee (CDC); helping to organize Intermediate Governmental Accounting courses and plan other development programs as needed by CSMFO membership statewide. I joined CSMFO in 2013 and became active with the CDC shortly thereafter.
Other Professional Affiliations
- Government Finance Officers Association (GFOA) – member and earned designation as Certified Public Finance Officer (CPFO) in 2014. Volunteer reviewer for GFOA budget awards program from 2008 to 2015.
- California Municipal Treasurers Association (CMTA) – member
- Public Agency Risk Management Association (PARMA) – member
- California Municipal Revenue & Taxation Association (CMRTA) – prior member
- Municipal Management Association of Northern California (MMANC) – prior member
Statement of Ideas and Goals for CSMFO
CSMFO is a service organization and our members are who we service. I grew up in a family who valued community service. In much the same way, CSMFO is a family with its focus to serve all government financial professionals to be successful in their profession and their community. With more than 31 years of experience in various financial activities, I have much to give back to future members of CSMFO.
The commitment of CSMFO’s volunteers to the organization speaks to their commitment to all members of CSMFO. The health of CSMFO is measured in the values of its members and the opportunities CSMFO continues to provide – trainings, programs, resources, conferences, and more. The future of CSMFO is in the hands of our staff and college students; who we can encourage to join the profession and CSMFO. It is our responsibility, the current members of CSMFO, to promote CSMFO to the next generation, encourage their interest in financial management and governmental service and to continue to provide the services to our members.
I see a great future in CSMFO and look forward to continuing to promote CSMFO to our members, potential members and future members, our family.
Education
- University of California, Santa Barbara – Bachelor of Arts in Business Administration – 1987
- Certified Public Accountant – 1998
Professional Experience
- Financial Analyst – Banking – Santa Barbara and Yuba City from 1985 to 1996
- Accountant – Smith & Newell, CPAs – Yuba City – 1996 to 1998
- Internal Auditor – Sutter Health Organization – Sacramento – 1998 to 2000
- Finance Director – City of Gridley – 2000 to 2008
- Assistant City Administrator/Finance Director – City of Gridley – 2008 to 2008
- Financial Services Manager – City of Lompoc – 2009 to 2010
- Management Services Director/Finance Director/Treasurer – 2010 to present
CSMFO Involvement
- CSMFO Member since 2000
- Sacramento Valley Chapter member – 2000 to 2009
- Central Coast Chapter member – 2009 to present
- Participated in the Coaching Program – 2000 to 2001 – John O’Sullivan was my coach
- Central Coast Chapter chair – 2013 to present
- CSMFO appointee to the Employee Relations Policy Committee of the League of California Cities – 2016
- CSMFO appointee to the Community Services Policy Committee of the League of California Cities – 2018 after position was vacated by the original appointee due to employment changes
Other Professional Affiliations
- Certified Public Accountant – inactive
- Alternate Commissioner – Northern California Power Agency
- Member – GFOA
- Member – CMTA
- Member – California Municipal Utilities Association
Previously:
- Board of Directors – Biggs-Gridley Memorial Hospital Foundation
- Board of Directors – Biggs-Gridley Memorial Hospital JPA
- Alternate Board Member – Northern California Cities Self Insurance Fund
Nominees for Board
(Southern California)
Statement of Ideas and Goals for CSMFO
I love CSMFO – I think the organization is incredible and headed in the right direction. Our focus has always been on integrity, professional development and public service. Those core values are not going to change, but our approach on how to provide them to our members will.
As a Board Member, my goal will be to provide increasingly valuable professional development through a variety of delivery methods to promote growth for our members in their profession as they help lead the governments that they work for. If elected to the CSMFO Board, I will encourage the historical ideals we have always had as our organization looks to become even more relevant and valuable to our members in the future.
Education
- Biola University: Bachelors of Science in Business Administration, Accounting Emphasis; Biblical Studies Minor
- State of California Certified Public Accountant – License #107059
Professional Experience
- 1999-2010: Staff – Senior Manager – Conrad & Associates, LLP/Mayer Hoffman McCann P.C./CBIZ
- 2010-2013: Finance Director/Manager – Yorba Linda Water District
- 2013-2013: Urban Futures, Inc. (placed at City of San Bernardino)
- 2013-Current: Administrative Services Director – Assistant City Manager – City of Stanton
CSMFO Involvement
- CAFR Reviewer: 2010 – Current
- Budget Reviewer: 2010 – 2011
- Professional Standards and Recognition Committee Vice-Chair: 2012 – 2013
- Career Development Committee Member: 2013
- Orange County Chapter Chair/Vice-Chair: 2013 – Current
- Administration Committee Vice-Chair: 2014 – 2017
- Nominating Committee Member: 2014
- Communications Task Force Ad Hoc Committee Member: 2015 – 2016
- Host Committee Member (headed up the Scholarship Program): 2016
- Membership Committee Vice-Chair: 2018 – Current
- Strategic Planning Session Attendee: 2011, 2013, 2015-2018
Other Professional Affiliations
- GFOA Member
- Previous California Municipal Treasurers Association Member
- California City Management Foundation Member
Statement of Ideas and Goals for CSMFO
There are so many levels of involvement a member can be a part of including at the chapter level as well as all eight committees, and each presents themselves with a unique perspective. I am proud to say that I have served as Chapter Chair of the Inland Empire from 2013-2014, as well as serving as Committee Chair of the Administration and Membership Committees from 2015 through 2017. Currently, I am the Vice-Chair of the Communications Committee and I feel that my experience in CSMFO has allowed to be in a position where I can use my insight to successfully serve as a Board Member for the South.
As a member of the CSMFO Board, I will work to increase CSMFO’s digital footprint for the future members of CSMFO so the organization can continue to be a leader in governmental finance. In addition, I will work to provide all members with the highest quality professional development, the best technology, and the best possible annual conference that travels into cities such as San Diego, Los Angeles and San Francisco. Lastly, I will strive to ensure that all Cities, Counties and Special Districts in California have access to all of CSMFO’s wonderful benefits.
Education
- Bachelor of Science, Business Administration, University of California, Riverside – 1997
- Certified Public Accountant
Professional Experience
- 1998 through 2002, Staff Accountant, Casino Morongo
- 2002 through 2004, Casino Accounting Manager, Casino Morongo
- 2005 through 2011, Controller, Morongo Band of Mission Indians
- 2011 through June 2018, Chief Financial Officer, Western Riverside Council of Governments
- June 2018 through current, Finance Director/City Treasurer, City of Eastvale
CSMFO Involvement
- 2013 Inland Empire Chapter Chair
- 2013 Member of the Administration Committee
- 2014 Inland Empire Chapter Chair
- 2014 Vice Chair of Administration Committee
- 2015 Chair of the Administration Committee
- 2016 Chair of the Administration Committee
- 2017 Chair of the Membership Committee
- 2018 Vice Chair of the Communications Committee
Other Professional Affiliations
- Member of the Government Finance Officers Association (GFOA)
- Member of the California Municipal Treasurer’s Association