May 2017 Board Packet
Download: May 2017 Board Packet
Download: May 2017 Board Packet
In early March, about a month after the CSMFO conference in Sacramento, I had the great pleasure of attending the Oregon Government Finance Officers Association (OGFOA) 2017 Spring Conference. OGFOA has two conferences each year, one in the spring and one in the fall, with the spring conference usually at a “destination” location. This spring’s conference was held on the coast at the Salishan Resort and Spa.
Download: March 2017 Board Packet
"Wow! What a conference! I hope that for those of you able to attend that you had as great an experience as I did. Watching the conference unfold from my perspective was tremendously gratifying, as it represented 11 months of dedicated work from a small army of amazing people. The Host and Program Committees, along with the phenomenal folks at Smith Moore and Associates and Meeting & Association Management Services, did a fantastic job executing on this incredible event."
Included in the January edition of CSMFO Magazine are stories about finance here in California and the professionals who make it work.
Download: February 2017 Board Packet
Download: January 2017 Board Packet
Download: December 2016 Board Packet
Education: Boston College, Bachelor of Science in Finance and Marketing California State University, East Bay, Masters in Public Administration, emphasis in Public Management Professional Experience: Financial Services Manager, City of Lafayette (2014 - present) City that I live in and love, where my children are fifth generation Lafayette residents Debt management, investment management, supervision of [...]
Education: Certified Public Accountant, State of California Bachelor of Science Degree with a Major in Accounting - Cal Poly, Pomona Professional Experience: I have 30 years of varied professional accounting, finance and managerial experience, including the last 12 years in municipal finance. I started my career as an auditor for a regional public accounting firm [...]