May 25, 2016
Limited Seating
CaLBOC Statewide Annual Conference  
Tuesday, May 31, 2016
Getting It Right... Successful Bond Programs
The California Chamber of Commerce (CalChamber)
1215 K Street Sacramento, CA 95814 

NEW* Keynote Speaker: 
Tim Schaefer
Deputy Treasurer for Public Finance
10:00-10:15     Welcome - Michael Turnipseed, CaLBOC President
10:15-11:00      Public Accountability for Public Bonds: Is it Enough?
 Co-Chair Fred Keeley
11:00-11:45      20 Years of Successful Citizen Oversight 
 Tim Towers, Santa Clara Unified 
11:45-12:15       Lunch  - Plates Catering 
12:15-1:00        NOTE NEW Keynote Speaker: 
  Tim Schaefer
  Deputy Treasurer for Public Finance*
1:00-1:15           Presentation of Anton Jungherr Award
1:15-2:00           A Successful Construction Project Story
  Larry Adams, Santa Clara Unified 
2:00-2:45         Construction Performance Audits: 
  How to Achieve Your Construction Program Goals
  Curtis Mathews, Moss Adams.
2:45-3:00         Closing - Michael Turnipseed, CaLBOC President

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. 
     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 
Bio: Tim Schaefer, Deputy Treasurer
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 California, 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.     

In This Issue
CaLBOC Annual Conference - Tuesday, May 31, 2016
Bio for Tim Schaefer Resident Expert on Bond Accountability
Archived Newsletters
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Mission Statement 

To promote school district accountability by improving the training and resources available to California's Proposition 39 School Bond Oversight Committees and educating the state legislature, local school boards and the public about the oversight and reporting powers these Citizens' Bond Oversight Committees (CBOCs) have, and to advocate on a state level, where appro-priate, on issues of common concern to all CBOCs.  

CBOC Operation Guidelines
Provides a basis for the BOC to perform a self-assessment of their operations and identify training needs. Could use as outline to develop a training program for committee members.
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