CASH

  Meetings, Workshops & Conferences

 

WORKSHOP AGENDA

 

Tuesday, March 23, 2010

Doubletree Hotel

2001 Point West Way

Sacramento, CA

 

Local Funding Options in a Down Economy – What You Need to Know

9:00 a.m. – 3:30 p.m.

Welcome and Introductions

Lyn Gruber, Koppel & Gruber Public Finance 

Statewide Debt Picture

Tom Duffy, C.A.S.H. Legislative Director 

Panel Discussion

Identifying Need; Funding Options; Legal Requirements; Pros and Cons of each of the Local Options, Circumstances; and Intended Uses of a Certain Instrument

Dennis Dunston, Total School Solutions

David Casnocha, Stradling Yocca Carlson & Rauth

Janet Mueller, Dannis Woliver Kelley

Jeff Baratta, Piper Jaffray & Co.  

How to Plan and Implement a Successful Local Measure

David Metz, Fairbank Maslin Maullin Metz & Associates

Catherine Lew, The Lew Edwards Group 

Case Studies. What Worked and Didn’t Work - Best Practices. Pitfalls to Avoid

Matt Washburn, Folsom Cordova USD

Jim Dobson, Sacramento City USD 

Adjourn

 

 WORKSHOP AGENDA

Friday, March 26, 2010

Ontario Airport Marriott

2200 East Holt Boulevard

Ontario, CA

Local Funding Options in a Down Economy – What You Need to Know

9:00 a.m. – 3:30 p.m.

 

Welcome and Introductions

Lyn Gruber, Koppel & Gruber Public Finance

 

Statewide Debt Picture

Joe Dixon, Santa Ana USD

 

Panel Discussion

Identifying Need; Funding Options; Legal Requirements; Pros and Cons of each of the Local Options, Circumstances; and Intended Uses of a Certain Instrument

Dennis Dunston, Total School Solutions

Bill Kadi, Jones Hall

Phil Henderson, Orbach, Huff & Suarez

Adam Bauer, Fieldman Rolapp & Associates

 

How to Plan and Implement a Successful Local Measure

John Fairbank, Fairbank Maslin Maullin Metz & Associates

Catherine Lew, The Lew Edwards Group

 

Case Studies. What Worked and Didn’t Work - Best Practices. Pitfalls to Avoid.

Ted Rozzi, Corona Norco USD

Joe Dixon, Santa Ana USD

 

Adjourn