5th Annual Statewide CaLBOC Conference
"Getting It Right... Successful Bond Programs"
Tuesday, May 31 2016
9:30 AM to 3:00 PM
1215 K Street, Sacramento, CA 95814
$50 per person included lunch & refreshments
* New Keynote Speaker: Tim Schaefer
Last week, State Treasurer John Chiang confirmed that he would be the Keynote Speaker at this year’s CaLBOC Statewide Conference. I have just received word from his staff that Mr., Chiang has had “a personal conflict come up forcing the Treasurer to pull out of the conference on May 31st..” Mr. Chiang did not leave us empty handed. He suggested that Deputy Treasurer Tim Schaefer, his resident expert on bond accountability, pinch hit for him. We thankfully accepted his offer.
Mr. Schaefer is the Deputy Treasurer for Public Finance at California State Treasurer's Office since January 2015. Mr. Schaefer was Chiang's senior financial advisor in the treasurer's previous role as controller. He was founder of Magis Advisors, a public finance consulting firm in Orange County, Calif., has more than 40 years of experience in the municipal securities industry. Prior to working as a financial advisor, he managed the national municipal trading desk at Chemical Bank in New York City and the public finance division of Bank of America in San Francisco. During his 20 years on the technical assistance committee to the California Debt and Investment Advisor Commission, he served three terms as chairman. He also acted as a private sector advisor to the standing committee on governmental debt of the Government Finance Officers Association. He is a co-author of the California Public Funds Investment Primer, published by CDIAC in 2006 and has authored a number of articles on the field of municipal finance. Mr. Schaefer is a member of the California Society of Municipal Analysts, the Risk Management Association, the Government Finance Officers Association, and the International City Management Association.
On the topic of Bond Accountability, Mr. Schaefer is an excellent pinch hitter. We look forward to hearing Mr. Chiang at a future Conference.
– Michael Turnipseed, CaLBOC President
A G E N D A
9:30-10:00 am: Registration. Refreshments available
Welcome & Introductions: Michael Turnipseed, CaLBOC President
Public Accountability for Public Bonds: Is it Enough?
Co-Chair Fred Keeley
20 Years of Successful Citizen Oversight.
Tim Towers, Santa Clara Unified
11:45-12:15 pm - LUNCH: Catered by Plates Catering, an outreach effort of the St. John’s Shelter for Homeless Women and Children
12:15-1:00 pm - Keynote Presentation:
Tim Schaefer: Deputy Treasurer for Public Finance*
Presentation of the Anton Jungherr Award
A Successful Construction Project Story,
Larry Adams, Santa Clara Unified
Construction Performance Audits:
How to Achieve Your Construction Program Goals
Curtis Mathews, Moss Adams LLP
CLOSING REMARKS: Michael Turnipseed, CaLBOC President
$50 per person, includes lunch & refreshments