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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 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
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
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