2024 CSMFO Annual Conference
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Concurrent Sessions
Featured Speakers
Wednesday Night Event
Additional Activities
Pickleball & Golf
California Adventure Power Walk
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Sponsorship Registration
2024 Sponsors & Exhibitors
Scholarships
CSMFO Site
Virtual Sessions
Hotel
Registration
Schedule
Pre-Conference Sessions
Concurrent Sessions
Featured Speakers
Wednesday Night Event
Additional Activities
Pickleball & Golf
California Adventure Power Walk
Sponsorship Information
Sponsorship Registration
2024 Sponsors & Exhibitors
Scholarships
CSMFO Site
Virtual Sessions
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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
Sara Mares
NBS
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
Renee Ostrander
CalPERS
Rebecca Mendenhall
City of San Carlos
Randy McKeegan
City of Bakersfield
Randall Dziubek
CalPERS
Rachelle Arizmendi
Avenu Insights & Analytics
Phil Bertolini
eRepublic
Peter Brown
Liebert Cassidy Whitmore
Paul Whipple
Empower
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
Michele Mark Levine
GFOA
Michael Kim
LA Metro
Michael Coleman
Michael Coleman
CSMFO
Michael Colantuono
Colantuono Highsmith & Whatley PC
Michael Cohen
CalPERS
Melissa Shick
KNN Public Finance
Matthew Rudroff
PFM Financial Advisors LLC
Marwan Khalifa
Mesa Water District
Marsha Ley
City of Elk Grove
Mariana Atencio
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
Kyle Wedberg
GFOA
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
Kelly Telford
LSL CPAs
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
Julian Robinson
CalPERS
Jorianne Jernberg
US Environmental Protection Agency
Jonathan Foster
Davis Farr LLP
John Melvin
US Bank
John Galluzzo
BMO
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
City of Beaumont
Jennifer Fillinger
Cucamonga Valley Water District
Jennifer Becker
City of Burbank
Jeffrey Rowe
PFM Asset Management LLC
Jean Rousseau
CSMFO
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
Dane Hutchings
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
Rich Benson
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