Department Officers by sanmelody

VIEWS: 14 PAGES: 5

									                         FINANCIAL
                         MANAGEMENT
                         SEMINAR PROGRAM
                         Wednesday – Friday, December 11 – 13, 2002
                         Monterey Conference Center (last updated 12/04/02)


                         2002-03 Department Officers
                         President Bill Statler, Finance Director, San Luis Obispo
                         First Vice President Don Rhoads, Finance Director, Monterey
                         Second Vice President Anita Lawrence, Finance Director, Camarillo
                         Director Mary Bradley, Finance Director, Sunnyvale

    Wednesday            December 11, 2002


10:00 a.m. – 5:00 p.m.   Registration and CityBooks Open - Portola Lobby, Monterey Conference Center


   1:45 - 3:15 p.m.      Tripleheader Opening General Session – Joint with City Clerks and Fire Chiefs
                         FROM WORLD WAR II TO THE WORLD WIDE WEB – Serra II
                         Traditionalist's, Baby Boomer's, Generation Xer's, and Millennial's. Suddenly four generations
                         with vastly different experiences and attitudes find themselves working shoulder to shoulder.
                         What makes these generations tick, and how can employers bridge the gaps to recruit and
                         retain the best and brightest of every generation? Join us for this entertaining session that will
                         explore these questions and many more.
                         Presiding:
                         Gayle Petersen, President, City Clerks Department, City Clerk, Petaluma
                         Ruben Grijalva, President, Fire Chiefs Department, Fire Chief, Palo Alto
                         Bill Statler, President, Financial Management Department, Finance Director, San Luis Obispo
                         Moderator:
                         Bill Statler, Finance Director, San Luis Obispo
                         Speaker:
                         Lynne Lancaster, Generational Expert, BridgeWorks, Sonoma

   3:15 – 3:45 p.m.      Break

 3:45 - 5:00 p.m.        Concurrent Sessions
                         HOW DOES YOUR CITY MEASURE UP? – Ferrante III
                         Explore best practices in performance measurement as it relates to goal setting and budgeting.
                         Moderator:
                         Mary Dodge, Financial Operations Manager, Concord
                         Speaker:
                         Jim Smith, Management and Budget Director, Riverside




                                                                                                                   Page 1
    Wednesday           December 11, 2002, continued

  3:45 - 5:00 p.m.      MAINTAINING THE PUBLIC’S TRUST – Ferrante I & II
                        Surveys show the public trusts local government more than any other level of government.
                        This gives you a tremendous advantage, but this trust is fragile and is easily broken. This
                        practical session will offer ideas on how fiscal officers can set and maintain the highest ethical
                        standards in their organizations.
                        Moderator:
                        Robert Groeber, Finance Director, Visalia
                        Speaker:
                        Dr. Craig P. Dunn, San Diego State University, San Diego

                        LOCAL – THE GRASSROOTS WINNING FORMULA – Colton I & II
                        Cities were spared from their worst nightmares in the first round of the State budget debate this
                        summer. The LOCAL campaign together with the work of the League’s Regional
                        Representatives made a difference. Learn what lies ahead for the next round.
                        Moderator:
                        Barbara Mulholland, Finance Director, Hollister
                        Speakers:
                        Deanna Sessums, Regional Representative, League of California Cities
                        Cody Tubbs, Regional Representative, League of California Cities

  5:15 - 6:00 p.m.      CSMFO COACHING PROGRAM -- BENEFITS FOR FINANCE LEADERS – Colton I & II
                        This year's Coaching Program has special benefits for senior finance directors as well as up
                        and comers. In this session, you'll learn about coaching skills you can use to enjoy your work
                        more, upcoming master bridge call sessions, and other opportunities to participate in the new
                        Coaching Program. Join the fun!
                        Speakers:
                        Mike Dennis, Finance Director, Santa Monica
                        Don Maruska, Master Certified Coach, CSMFO Coaching Program


 7:30 - 9:30 p.m.       MONTEREY BAY AQUARIUM (NEAR SHORE WING) HOSTED GET ACQUAINTED RECEPTION (no host bar)
                        – Joint with City Clerks and Fire Chiefs. Experience this strolling dinner, as you marvel at the
                        wonderful exhibits. Get acquainted with old friends and make some new ones along the way.

     Thursday           December 12, 2002
7:30 a.m. - 5:00 p.m.   Registration Open - Portola Lobby, Monterey Conference Center

8:00 a.m. – 5:00 p.m.   CityBooks Open – Portola Lobby, Monterey Conference Center

  7:45 – 8:45 a.m.      Continental Breakfast

 8:45 – 10:00 a.m.      General Session
                        ECONOMIC OUTLOOK FOR CALIFORNIA – 2001 AND BEYOND – Steinbeck Forum
                        Have the hard punches our economy has taken in the past 18 months, including the dot-com
                        debacle, the business-investment bust, attack on America, and the corporate ethics disaster
                        (“Enronitis”) caused permanent damage to the U.S. economy? How will we recover and how
                        long will it take? Join this noted California economist in an exploration of where the U.S.
                        economy has been and where it is going.
                        Moderator:
                        Anita Lawrence, Finance Director, Camarillo
                        Speaker:
                        Dr. Tapan Munroe, President, Munroe Consulting, Inc., Moraga
                                                                                                                   Page 2
     Thursday            December 12, 2002, continued
 10:00 – 10:30 a.m.      Break

 10:30 – 11:30 a.m.      2003 Priorities: A Call to Action for City Officials – Steinbeck Forum
                         Cities enjoyed a number of key legislative successes during the 2002 legislative session. Much
                         of that success may be attributed to focusing on the top priority issues. This session will
                         identify 2003 priorities and examine how fiscal officers can play a role in protecting city’s
                         interests during the 2003 legislative session.
                         Moderator:
                         Bill Statler, Finance Director, San Luis Obispo
                         Speaker:
                         Chris McKenzie, Executive Director, League of California Cities

11:45 a.m. – 2:00 p.m.   General Luncheon – Joint with City Clerks and Fire Chiefs
                         Keeping The Money Local: Building The Support – De Anza Ballroom
                         With the state’s continuing budget crisis, city revenues and local control will once again be at
                         risk during the next state budget cycle. Learn how a loss of revenues could impact city
                         services and what proactive steps city officials should take in the months ahead.
                         Speakers:
                         Mike Madrid, CEO, Action for Better Cities
                         Chris McKenzie, Executive Director, League of California Cities
                         John Russo, League President, City Attorney, Oakland
                         HUMOR - DON'T LEAVE HOME WITHOUT IT – De Anza Ballroom
                         Donny Conn, an entertaining humorist and inspirational speaker demonstrates how the
                         dynamic power of laughter reduces stress, enhances the team work spirit, and is instrumental in
                         creating a good feeling about oneself. Funny, but it also has a message.
                         Speaker:
                         Donny Conn, Recording Artist and Comedian, Malibu
   2:15 – 3:30 p.m.      Concurrent Sessions
                         GASB 34: HOW I SURVIVED THE CONVERSION – San Carlos IV
                         Early implementers share their successes and struggles in preparing financials statements using
                         the GASB 34 standards.
                         Speakers:
                         Edward Harrington, Controller, San Francisco
                         Nasi Raissian, Finance Manager, Sunnyvale
                         FACING A TAX REFERENDUM: DO'S AND DON'TS, CAN'S AND CAN'TS – Bonsai I, II & III
                         Local government officials are limited in the steps they can take to educate the public on the
                         impacts of tax reductions on city services. Discover how cities can inform the public within
                         the confines of the law.
                         Moderator:
                         David Culver, Finance Director, Santa Cruz
                         Speakers:
                         Michael Madrid, CEO, Action for Better Cities
                         Greg Sellers, Council Member, Morgan Hill
                         BELT TIGHTENING 101: COST SHARING STRATEGIES – Steinbeck Forum
                         State budget crisis, PERS increases, weak economy - every day brings a new fiscal challenge.
                         Learn what cost sharing measures cities have taken to reduce expenses.
                         Moderator:
                         Suzanne Wellcome, Finance Director/Treasurer, Del mar
                         Speakers:
                         Richard Averett, Finance Director, San Carlos
                         Christine Taub, Finance Director/City Clerk, Lemon Grove
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       Thursday          December 12, 2002, continued


    3:45 – 5:00 p.m.     Concurrent Sessions
                         WHAT GOES UP MUST COME DOWN? – Steinbeck forum
                         To guarantee a stable flow of funds cities look at diversification to balance revenues over
                         various economic cycles. Examine steps other cities have taken to moderate the extremes of
                         certain revenue sources.
                         Speakers:
                         Mike Dennis, Director of Finance, Santa Monica
                         Anita Lawrence, Finance Director, Camarillo
                         Bill Statler, Finance Director, San Luis Obispo
                         Barbara Underwood, Finance Director/Treasurer, Vista
                         Mary Bradley, Finance Director, Sunnyvale

                         HERE TODAY – GONE TOMORROW – San Carlos IV
                         How can you retain your best employees? Discuss how other cities have developed successful
                         hiring, retention and mentoring programs to retain valuable employees.
                         Moderator:
                         Russ Branson, Finance Director, Roseville
                         Speakers:
                         Audrey Daniels, Director of Human Resources, Foster City
                         Steve Harman, Human Resources Director, Livermore

                         NOW YOU SEE IT – NOW YOU DON’T – Bonsai i, ii & iii
                         In just two years, PERS clients have seen their reserves go from robust to anemic. Cities now
                         face significant increases in funding retirement benefits over the next few years. What
                         happened and what options may be available?
                         Moderator:
                         Viki Copeland, Finance Director, Hermosa Beach
                         Speakers:
                         John Bartel, Vice President, Aon Consulting
                         Ron Selling, Chief Actuary, CalPERS
    5:00 – 6:30 p.m.
                         Hosted Reception (no host bar) – Joint with City Clerks and Fire Chiefs


       Friday            December 13, 2002
  7:30 a.m. – Noon       Registration Open – Portola Lobby, Monterey Conference Center

8:00 a.m. – 11:00 a.m.   CityBooks Open – Portola Lobby, Monterey Conference Center

   8:00 - 9:00 a.m.      Continental Breakfast

  9:00 – 10:15 a.m.      Concurrent Sessions
                         THE CHECK IS IN THE INTERNET! – Bonsai i, II & III
                         Several cities have been successful in implementing internet payment programs. Learn about
                         these programs and their benefits.
                         Moderator:
                         Michael Prandini, Finance Director, Clovis
                         Speakers:
                         Carol Swindel, Chief Financial Officer, Oceanside
                         Michael Sherwood, Chief Information Officer, Oceanside

                                                                                                                Page 4
    Friday          December 13, 2002, continued


9:00 – 10:15 a.m.   A DAY IN THE LIFE OF THE AUDITOR: POST ENRON – Colton I, II & III
                    Learn how recent events have impacted the audit industry and how city officials and auditors
                    can work together to ensure fiscal accountability.
                    Moderator:
                    Derek Hanaway, Financial Services Director, Burbank
                    Speakers:
                    Thomas Saiz, Partner, Calderon, Jaham & Osborn
                    Tom Snow, Partner, KPMG Peat Marwick

                    ON YOUR MARK, GET SET: 2003 LEGISLATIVE SESSION IS OFF AND RUNNING – Bonsai I, II & III
                    The 2003-04 Session reconvenes on December 2. There will be new faces, but will it be the
                    same old horse race? Examine current discussions on the State budget and past legislation that
                    may reappear. Discover tools that will help in tracking legislation.
                    Moderator:
                    Thomas Fil, Finance Director, Belmont
                    Speaker:
                    Jean Korinke, Legislative Representative, League of California Cities


10:30 a.m. – Noon   Closing General Session
                    MY LIFE IS MY RESPONSIBILITY – BUT I CAN ALWAYS USE A LITTLE HELP! – De Anza III
                    Tom Bay's life experiences, both personally and professionally, have made him uniquely
                    qualified to share a spirit of can-do and can-be with audiences and readers around the world.
                    He has captivated audiences of all sizes and challenged them to lead productive lives at work
                    and at home. Find out how to develop and maintain a R.I.G.H.T. attitude in this informative
                    and entertaining closing session.
                    Moderator:
                    Don Rhoads, Finance Director, Monterey
                    Speaker
                    Tom Bay, Ph.D., Corporate Speaker, Executive Consultant and Author, President of Tom Bay
                    Speaks Up. Inc, Corona del Mar
     Noon           Adjourn

								
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