2024 CSMFO Annual Conference

Conference Speakers

2024 Speakers

Will Goldthwait

State Street Global Advisors

Victor Lo

City of San Jose

Troy Grunklee

City of La Puente

Timothy Ewell

County of Contra Costa

Tim Kirby

City of Sunnyvale

Thomas Hays

Eastern Municipal Water District

Tatiana Szerwinski

City of Beverly Hills

Tajel Shah

City and County of San Francisco

Stuart Thompson

City of Palmdale

Stephen Parker

City of Upland

Stefan Jaskulak

Midpeninsula Regional Open Space District

Sheila Poisson

City of Torrance

Scott Catlett

Eide Bailly LLP

Sanjay Gaur

Water Resources Economics LLC

Ryan Pham

City of Sacramento

Ryan Domino

LSL CPAs

Russ Branson

Russ Branson Consulting

Roxanne Muhlmeister

City of Carlsbad

Rosemarie Fernando-de Gracia

County of San Diego

Roger Murphy

Avenu Insights & Analytics

Robert Lowe

Alliant Insurance Services

Richard Eyre

City of San Diego

Rebecca Mendenhall

City of San Carlos

Randy McKeegan

City of Bakersfield

Rachelle Arizmendi

Avenu Insights & Analytics

Peter Brown

Liebert Cassidy Whitmore

Patricia Song

City of Garden Grove

Olga Tikhomirova

City of South Lake Tahoe

Nikolai Sklaroff

San Francisco Public Utilities Commission

Nicole Casey

Town of Truckee

Nick Romo

Cruz Strategies

Monique Spyke

PFM Asset Management LLC

Mike Sylvia

City of Vista

Mike Malone

Eastern Municipal Water District

Mike James

City of El Cajon

Michael Kim

LA Metro

Michael Colantuono

Colantuono Highsmith & Whatley PC

Melissa Shick

KNN Public Finance

Matthew Rudroff

PFM Financial Advisors LLC

Marwan Khalifa

Mesa Water District

Marsha Ley

City of Elk Grove

Margie Leonard

County of Merced

Marcheta Gillespie

NIGP Code and Consulting Services

Lutfi Kharuf

Best Best & Krieger LLP

Lisa Soghor

City of Culver City

Len Materman

San Mateo County Flood and Sea Level Rise Resiliency District

Lauren Sugayan

City of Martinez

Laura Nomura

Eastern Municipal Water District

Laura Glenn

Public Trust Advisors

Laura Drottz Kalty

Liebert Cassidy Whitmore

Larry Kosmont

Kosmont Transactions Services

Lana McBroom

City of Manteca

Kim Sitton

City of Corona

Kim Riboni

City of Carlsbad

Kevin Mascaro

Western Municipal Water District

Kevin Harper

Kevin W Harper CPA & Associates

Ken Pun

The Pun Group

Keith Miller

City of Santa Clarita

Katherine Yuen Krisch

Krisch & Company

Katano Kasaine

Metropolitan Water District of Southern California

Karen Helms

County of Merced

Karan Reid

City of Concord

Julissa José-Murray

City of Long Beach

Julio Morales

Kosmont Financial Services

Jorianne Jernberg

US Environmental Protection Agency

Jonathan Foster

Davis Farr LLP

John Adams

Eastern Municipal Water District

Joe Yew

City of Alameda

Jim McCourt

Meeder Investment Manager

Jessica Brown

City of Fontana

Jennifer Wakeman

City of Lafayette
Jennifer Ustation

Jennifer Ustation

City of Beaumont

Jennifer Fillinger

Cucamonga Valley Water District

Jennifer Becker

City of Burbank

Jeffrey Rowe

PFM Asset Management LLC

Jason Headings

Meeder Investment Management

Janet Dutcher

County of Mono

Janelle Samson

City of Palmdale

James Ramsey

Eide Bailly LLP

James Lee

Crescenta Valley Water District

Jake Stroud

County of Monterey

Irfan Bora

Rutgers Business School

Hong Lin

California Department of Water Resources

Heidi Schoeppe

Webb Municipal Finance LLC

Breakout Session Speakers

Amy Brown

Owner, Public Retirement Journal

Beliz Chappuie

Division Chief, Office of Audit Services, CalPERS

Bill Tugaw

Managing Director of Governmental Plans, NFP Retirement

Bob Scott

Assistant City Manager/Chief Financial Officer, City of Carrollton, Texas

Bobbi Peckham

President, Peckham & McKenney, Inc.

Chris Hoene

Executive Director, California Budget & Policy Center

Chris Peterson

President, Groundwater Resources Association of California

Chrissy Earnhardt

Administrative Services Manager

Daniel Deaton

Partner, Nixon Peabody LLP

Daphne Anneet

Partner, Burke, Williams & Sorensen LLP

Dave Sanchez

Senior Counsel, Norton Rose Fulbright

David Brodsly

Managing Director, KNN Public Finance

David G. Bullock

Partner, Macias Gini & O’Connell LLP (MGO)

David Krout

Managing Partner, ClientFirst Technology Consulting

David McPherson

Principal, HdL Companies

David R. Bean

Director of Research and Technical Activities, Governmental Accounting Standards Board (GASB)

Don Maruska

Director CSMFO Coaching Program

Dustin McDonald

Vice President of Government Relations, weedmaps

Fran Mancia

Vice President, Government Relations, MuniServices

Grace Castaneda

Acting Budget Analyst, City of San Mateo

Grant Yee

Administrative Services/Finance Director, City of Ontario

Greg Litster

President, SAFEChecks

Holly Vocal

Director, Stifel, Nicolaus & Company

Jairius McClendon

Regional Account Director, Paymentus Corporation

Jan Lynn Owen

Commissioner, California Department of Business Oversight

Janet Riley

Principal Accountant, City of Sacramento

Jay Castellano

Human Resources Consultant, City of San Mateo

Jeff Baize

Chief Executive Officer, Brookhurst Development Corp.

Jeff Muir

Chief Financial Officer, City of Culver City

Jeffrey C. Chang

Shareholder, Chang Ruthenberg & Long PC

Jeffrey Sirota

Market Strategist, JP Morgan

Jennifer Becker

Assistant Finance Director, City of Burbank

Jim Ruane

Finance Manager/Auditor, Orange County Fire Authority

Jimmy Forbis

Chief Financial Officer, City of Gilroy

Joe Yew

Director, FirstSouthwest, a Division of Hilltop Securities Inc.

John Bartel

President, Bartel Associates LLC

John Dangberg

Assistant City Manager, City of Sacramento

Julia Cooper

Director of Finance, City of San Jose

Julian Robinson

Senior Pension Actuary, CalPERS

Kathleen Kelleher

County Assessor, County of Sacramento

Kelly Pope

Associate Professor, DePaul University College of Business

Kevin Harper

Managing Partner, Kevin W. Harper CPA & Associates

Kristi Recchia

Labor Relations Director, Liebert Cassidy Whitmore

Lakshmi Kommi

Director of Debt Management, City of San Diego

Lalo Perez

Director of Administrative Services/Chief Financial Officer, City of Palo Alto

Leyne Milstein

Finance Director, City of Sacramento

Marcie Frost

Chief Executive Officer, CalPERS

Marcus Pimentel

Finance Director, City of Santa Cruz

Marcus Wu

Partner, Pillsbury Winthrop Shaw Pittman LLP

Mark Moses

Director of Finance Services, Regional Government Services; currently serving as Finance Director, City of San Rafael

Mary Beth Redding

Vice President, Bartel Associates LLC

Matt Pressey

Finance Director, City of Salinas

Meegan Jessee

Deputy Administrative Officer, County of Butte

Megan Reilly

Chief Financial Officer, Los Angeles Unified School District

Michael Colantuono

Principal, Colantuono, Highsmith & Whatley, PC

Monique Spyke

Director, PFM Asset Management

Neil Kupchin

Management and Training Consultant

Nicolie Lettini

CEO/Founder, Capital Accounting Partners LLC & CostTree LLC

Patty Kong

Finance and Administrative Services Director, City of Mountain View

Paula Cone

President, HdL Coren & Cone

Pauline Marx

Chief Assistant Treasurer, City and County of San Francisco

Peg Henry

Deputy General Counsel, Stifel Financial Corp., Municipal Securities Group

Randy J. Dziubek

Senior Pension Actuary, CalPERS

Raul Amezcua

Managing Director, Stifel, Nicolaus & Company

Renee Ostrander

Chief, Employer Account Management Division, CalPERS

Richard Kikuchi

Partner, LSL CPAs

Rick Phillips

President & Chief Investment Officer, FTN Main Street Advisors

Robert Biery

City Treasurer/Finance Officer, City of Westlake Village

Ruthe Holden

Internal Audit Manager, City of Pasadena

Scott Johnson

Partner, MGO (Advisory Services)

Scott Terando

Chief Actuary, CalPERS

Sgt. David Woolsey

San Jose Police Department

Stephen Reinstein

Vice President, AECOM

Steve Robichaud

Partner, ClientFirst Technology Consulting

Tim Schaefer

Deputy Treasurer, Public Finance, California State Treasurer’s Office

Tim Seufert

Managing Director, NBS

Timothy Ewell

Senior Deputy County Administrator, County of Contra Costa

Tina Fitzgerald

Assistant Chief for Health Policy Research, CalPERS

Will Holt

Treasury & Customer Services Manager, City of Santa Ana