CAJPA Spring Workshop 2019 - Onsite Program

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All activities take place in the Metropolitan Terrace on the 7th floor, unless otherwise noted.

Wednesday, April 24, 2019

Thursday, April 25, 2019

9:30 a.m. – 10:00 a.m.

Registration and Light Breakfast Sponsored by Ventiv Technology

7:30 a.m. – 7:55 a.m.

Registration and Light Breakfast Sponsored by Chandler Asset Management

HR Program 10:00 a.m. – 10:05 a.m.

Welcome and Opening Remarks

Finance Program 7:55 a.m. – 8:00 a.m.

Welcome and Opening Remarks

10:05 a.m. – 10:55 a.m.

Flexible Work Schedules: The Good, the Bad and the Uncertain

8:00 a.m. – 9:15 a.m.

Banking – Transformation in the Digital Era

10:55 a.m. – 11:45 a.m.

Building a Culture of Engagement for Employee and Organization Success

9:15 a.m. – 10:30 a.m.

Risk Financing in a Changing Environment 10:30 a.m. – 10:45 a.m.

Networking Break

11:45 a.m. – 12:55 p.m.

Registration and Lunch Sponsored by CHSI Technologies

10:45 a.m. – 12:00 p.m.

Benchmarking Your Pool: How Do You Measure Up?

Technology Program 12:55 p.m. – 1:00 p.m.

Welcome and Opening Remarks

12:00 p.m. – 1:00 p.m.

Legislative Update and Lunch Sponsored by PFM Asset Management

1:00 p.m. – 1:50 p.m.

New Technologies for California Public Risk Pools

1:00 p.m. – 1:15 p.m.

Current Events, DIR – Workers’ Comp Rates and Update, New Member Outreach for Finance Committee

1:50 p.m. – 2:40 p.m.

Managing IT Vendors 2:40 p.m. – 3:00 p.m.

Networking Break

1:15 p.m. – 2:30 p.m.

21st Century Internal Audit: How to Leverage Internal Audit to Achieve Business Goals

3:00 p.m. – 3:50 p.m.

Herding Cats – Why Project Management Matters

2:30 p.m. – 2:45 p.m.

Networking Break

3:50 p.m. – 4:40 p.m.

Strategic Use of IT – How to Use IT Within the Strategic Plan of the Pool

2:45 p.m. – 4:00 p.m.

Recent California Government Code Changes Impacting Your Investment Program and . . . The Investment Game!

5:00 p.m. – 6:30 p.m.

Networking Reception and Raffle Sponsored by Origami Risk Location: Scandal Room, 2nd Floor (Must be present to win)

4:00 p.m. – 4:15 p.m.

Roundtable and Closing Remarks

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All activities take place in the Metropolitan Terrace on the 7th floor, unless otherwise noted.

Wednesday, April 24, 2019 9:30 a.m. – 10:00 a.m.

Registration and Light Breakfast Sponsored by Ventiv Technology HR Program 10:00 a.m. – 10:05 a.m.

Welcome and Opening Remarks Dianna Sutton, Finance Manager, ACWA/JPIA, CAJPA Finance Committee Member 10:05 a.m. – 10:55 a.m.

Flexible Work Schedules: The Good, the Bad and the Uncertain Karen Antunes, Human Resource/Operations Supervisor, North Bay Schools Insurance Authority Allison Bateman, Human Resources Manager, CSAC Excess Insurance Authority Sam Adams, Systems Architect and Analyst, Golden State Risk Management Authority Flexible work schedules are the future of work. Though they are beneficial for both employees and employers, caution must be taken is setting the policies that will guide the implementation, management and the expectations of this type of schedule. Learn the advantages and disadvantages of flexible work schedules, the support required form technology standpoint, how to determine if it is right for your organization, and then how to roll it out so it is a positive and successful benefit to all.

10:55 a.m. – 11:45 a.m.

Building a Culture of Engagement for Employee and Organization Success Patricia Slaven, Director of Human Resources & Administration, ACWA JPIA Recent surveys confirm the engagement rates among public employees is not good – less than 50%. That means every other person in your organization or agency is not engaged. This condition costs public entities millions of dollars each year, yet there is no concerted effort to correct it. When employers do not uphold a culture that promotes employee well-being, respect and professional development, engagement, and thus productivity, slips. This session will help you understand why staff engagement is critical to your agency’s mission, how you can measure that engagement and then what to do to increase it. This interactive session will give you tools to take back and utilize immediately in your workplace.

11:45 a.m. – 12:55 p.m.

Registration and Lunch Sponsored by CHSI Technologies

Technology Program 12:55 p.m. – 1:00 p.m.

Welcome and Opening Remarks Lam Le, Financial Analyst, California JPIA, CAJPA Technology Committee Chair 1:00 p.m. – 1:50 p.m.

New Technologies for California Public Risk Pools Molly Fitzgerald, Regional Account Executive for Public Sector, UiPath Chase Pettus, AI Predictive Analytics, Gradient AI Evan Bruns, Pre-Sales Engineer, UiPath This session includes brief presentations by representatives from two companies currently implementing leading edge solutions for two California governmental risk pools. UiPath provides Robotic Process Automation (RPA) for streamlining manual, repetitive processes. Gradient AI provides predictive analytics to deliver substantial improvement to claims management capabilities. The presenters will provide an overview of their respective solutions and how they are being applied to the California public risk pool space.

1:50 p.m. – 2:40 p.m.

Managing IT Vendors Trevor Lightbound, Vice President of Implementation, CHSI Technologies Rick Jenkins, Director of Member Services, Schools Insurance Authority Carl Sandstrom, Business Projects Manager, California JPIA JPAs use IT vendors for a variety of reasons. The job of managing vendors never ends. It is an ongoing process that includes monitoring deliverables, tracking the metrics, capturing results, measuring performance and providing feedback that results in a strong ongoing relationship.

The decision to change vendors, or even bring a function or process back in-house, can be costly and is not to be taken lightly. This session will provide insight and ideas to maximize your vendor partnerships and when to decide to change.

2:40 p.m. – 3:00 p.m.

Networking Break

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3:00 p.m. – 3:50 p.m.

Herding Cats – Why Project Management Matters Laurel Raleigh, Senior Information Specialist, CSAC Excess Insurance Authority Do you ever have projects where the end result is nowhere close to what you were expecting? Did your project take twice as long as expected? Or was your project completed with an acceptable product, but went way over budget?

Project management can resolve these issues as well as others. This session will cover why project management is important, different types of project management, ways to apply scaled-down project management, and basic terminology. By the end of this session, you should be comfortable with project management concepts and ways to apply them immediately.

3:50 p.m. – 4:40 p.m.

Strategic Use of IT – How to Use IT Within the Strategic Plan of the Pool Carl Sandstrom, Business Projects Manager, California JPIA Dave Glende, CEO, Crossmark Risk Solutions Strategic IT is the necessary first step to take to ensure your pool is best positioned to serve its members, its staff, and its vendors. All pools wish to be more effective and efficient in the delivery of their core mission and the services that they provide their members. This session will guide you in asking the right questions of your pool management as, together with your Board of Directors, you strive to provide IT resources of the right size, capabilities, and ease of use for whatever digital needs your pool has or should have.

5:00 p.m. – 6:30 p.m.

Networking Reception and Raffle Sponsored by Origami Risk Location: Scandal Room Join attendees for an opportunity to engage your peers and exchange challenges and solutions during the evening’s networking reception. This is regularly identified as one of the most valuable parts of the workshop! There will be drinks and appetizers served, and workshop speakers will be available to interact with. Don’t miss the RAFFLE DRAWING at 6:00 p.m. which includes the grand prize of complimentary registration to CAJPA’s Fall Conference!

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Thursday, April 25, 2019 7:30 a.m. – 7:55 a.m.

Registration and Light Breakfast Sponsored by Chandler Asset Management

Finance Program

7:55 a.m. – 8:00 a.m.

Welcome and Opening Remarks Puneet Behl, Chief Financial Officer, CSAC Excess Insurance Authority, CAJPA Finance Committee Chair 8:00 a.m. – 9:15 a.m.

Banking – Transformation in the Digital Era Heather Thomson, Chief Financial Officer, Special District Risk Management Authority Veenindra Singh, Senior Vice President and Senior Treasury Management Consultant, BBVA Compass Bank Banking is one of the most heavily regulated industries.

This session will help to educate the audience as to some of the biggest innovations and changes of the last five years in part due to regulatory requirements. Beyond this, we will cover the evolution of banking in our ever-changing technological laden business environment.

9:15 a.m. – 10:30 a.m.

Risk Financing in a Changing Environment Kevin Bibler, Senior Vice President, Alliant Insurance Services, Inc. James Marta, Managing Partner, James Marta & Company LLP A discussion of how the changing markets may change how you approach your risk financing and how you need to analyze your pool to prepare to make informed decisions.

• Risk Financing Cycles and variation • Risk Exposures • Structure • How to Assess and Respond 10:30 a.m. – 10:45 a.m.

Networking Break 10:45 a.m. – 12:00 p.m.

Benchmarking Your Pool: How Do You Measure Up? James Marta, Managing Partner, James Marta & Company LLP How are you doing, how do you measure up to others, and how do you avoid ruin?

• Benchmarking policies can be measures or guardrails to keep you out of the ditch • If you want a forever pool you need a forever capital policy • Where is the risk in your program structure and how you may need to be prepared to change your structure to respond to risk financing realties?

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All activities take place in the Metropolitan Terrace on the 7 floor, unless otherwise noted. th

12:00 p.m. – 1:00 p.m.

Legislative Update and Lunch Sponsored by PFM Asset Management Faith Borges, Legislative Advocate, California Advocates Join the CAJPA’s Legislative Advocate, Faith Borges for a legislative update. Faith will provide an in-depth look at CAJPA’s legislative priorities for 2019, analyzing specific bills introduced this session while surveying the current political landscape to assess challenges and opportunities for public entity risk pools. You will be informed on the latest developments and emerging issues coming from the State Capitol.

1:00 p.m. – 1:15 p.m.

Current Events Puneet Behl, Chief Financial Officer, CSAC Excess Insurance Authority, CAJPA Finance Committee Chair DIR – Workers’ Comp Rates and Update Heather Thomson, Chief Financial Officer, Special District Risk Management Authority, CAJPA Finance Committee Vice Chair New Member Outreach for Finance Committee Puneet Behl, Chief Financial Officer, CSAC Excess Insurance Authority, CAJPA Finance Committee Chair 1:15 p.m. – 2:30 p.m.

21st Century Internal Audit: How to Leverage Internal Audit to Achieve Business Goals Mark Steranka, Partner, Moss Adams Colleen Rozillis, Senior Manager, Moss Adams Puneet Behl, Chief Financial Officer, CSAC Excess Insurance Authority When you think of internal audit, do you think primarily of internal controls and testing? Sure, that’s the historical approach to internal audit, and, yes, controls and compliance are important. However, there is much more to a modern-day approach to internal audit that is more comprehensive, more creative, and leverages best industry practices. Learn how a 21st Century internal audit strategy can help your organization achieve its business goals. Utilized in a more holistic manner, internal audit can be your “Swiss Army Knife” resource to reduce risks, strengthen controls and enhance performance efficiency and effectiveness.

2:45 p.m. – 4:00 p.m.

Recent California Government Code Changes Impacting Your Investment Program and...The Investment Game!

Lesley Murphy, Senior Managing Consultant, PFM Asset Management Carlos Oblites, Senior Vice President and Portfolio Strategist, Chandler Asset Management Colin Donahue, Senior Managing Consultant, PFM Asset Management Have some fun with your peers and engage in friendly competition with other groups in this interactive session!

The laws governing public investments continue to evolve as market opportunities and challenges change. This session will cover the latest updates to California Government Code, as well as some of the more important best practices being employed by your peers and detailed in strong investment policies. Come and learn how the interplay between these shapes the way you control risk and return in your investment program. Then…you will be invited to put your investment-related knowledge to the test! Each investment team will be given (a hypothetical) $20 million to invest, which can be allocated to investments with maturities ranging from overnight liquid investments to five-year U.S. Treasuries. This Investment Game is designed to provide perspective on how changing interest rates (in several potential interest rate scenarios) coupled with portfolio maturity allocation can impact investment performance.

4:00 p.m. – 4:15 p.m.

Roundtable and Closing Remarks Puneet Behl, Chief Financial Officer, CSAC Excess Insurance Authority, CAJPA Finance Committee Chair

2:30 p.m. – 2:45 p.m.

Networking Break

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Advice for people transforming their world Cash & Liquidity Management Short & Intermediate Fixed Income Pension & Other Post Employment Benefits Trust Management Banking Review & Procurement Services pfm.com

PFM AS SET M A N AGEMEN T L LC

Sarah Meacham Managing Director meachams@pfm.com Monique Spyke Managing Director spykem@pfm.com Lesley Murphy Senior Managing Consultant murphyl@pfm.com Izac Chyou Senior Managing Consultant chyoui@pfm.com

Financial Advisory | Asset Management | Consulting | Financial Modeling | Specialized Services | Alternative Finance/P3 C A J PA S P R I N G W O R K S H O P 7 For important disclosure information please go to pfm.com/disclosures

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Sam Adams, Systems Architect and Analyst, Golden State Risk Management Authority Sam’s formal education is in Computer Engineering; he has experience in SQL server development, support and web development. He is responsible for all aspects of reporting from our various data repositories including claims, exposure and Member management databases. He also develops data analytics and integrates their use into GSRMA processes.

Karen Antunes, Human Resource/Operations Supervisor, North Bay Schools Insurance Authority Karen is currently the Human Resources Supervisor at North Bay Schools Insurance Authority in Fairfield.

She joined the group in 2017 as a new comer to public entities. Karen has been involved in Human Resources for the past 23 years of her career working in a variety of industries. Karen stays active in the HR community by participating in multiple professional groups. Karen’s experience with flexible work schedules includes implementation from ground up to maintaining a flexible schedule with team members at NBSIA. Allison Bateman, Human Resources Manager, CSAC Excess Insurance Authority Allison Bateman is the Human Resources Manager at CSAC Excess Insurance Authority. She possesses over 17 years of human resource experience in both the private and public sectors. Her experience includes employee relations, recruiting, staff education, training and development, succession planning and management consulting. She holds a B.A in Business Administration and Procurement from the University of San Diego and received her Certificate in Human Resources from the University of California, Davis. Active in the community and in her profession, she is a member of the Sacramento Area Human Resource Association and the Society for Human Resource Management.

Puneet Behl, Chief Financial Officer, CSAC Excess Insurance Authority Puneet is a senior finance executive with twenty-two years of multinational experience across various business sectors, with a focus in insurance and risk management. Prior to joining CSAC-EIA, she worked with Bickmore for fourteen years with heavy focus on operations and finances of California Joint Powers Agencies.

Ms. Behl, a masters in accounting and finance, CPA and an ARM, is an expert in financial analysis and reporting for government entities, internal controls review, risk assessment, GAAP & GASB compliance, policy development and business process reengineering.

Kevin Bibler, Senior Vice President, Alliant Insurance Services, Inc. Kevin has worked exclusively with Public Entities for the entirety of his 24-year career. Starting on the pool administration side with CSAC EIA and Bickmore Risk Services, Kevin has been a broker with Alliant Insurance Services for the last 15 years, working with some of California’s largest (and smallest) public entities. His expertise includes many years developing and managing risk management/insurance programs for public entity clients, with a specialization in risk management pools.

Faith Borges, Legislative Advocate, California Advocates Faith Lane Borges is CAJPA’s Legislative Advocate.

Prior to joining the firm, California Advocates, she was senior staff in the State Capitol. Serving for years in both houses of the Legislature, she is a policy and strategy expert. During her tenure as Legislative Director in the Assembly, she sent many bills to the Governor’s desk, including bills on employment development, health care, transparency of government bodies, transportation, business and professions, and privacy, all of which were signed into law.

Faith earned her Bachelor of Arts degree in Political Science from the University of California Santa Barbara.

Evan Bruns, Pre-Sales Engineer, UiPath Evan Bruns is a UiPath RPA Pre Sales Engineer living in San Jose, CA and serving both the Commercial and Public Sectors. Coming from a background of Agile software development in the Insurance and Utility industries, Evan joined UiPath after realizing many of the frustrations of his past jobs could have been fixed with automation. In addition to helping customers identify opportunities for automation and build proofs of concept, Evan takes part in outreach events and develops custom workflows and components for use by the community.

Colin Donahue, Senior Managing Consultant, PFM Asset Management Colin is a senior managing consultant currently responsible for client management in the greater Pacific Northwest. Colin is also active in the public finance community, currently an Education Committee member for Oregon Government Finance Officers Association (OGFOA) and Washington Finance Officers Association (WFOA). He also is an active member of the Puget Sound Finance Officers Association (PSFOA) and the Washington Public Treasurers Association (WPTA).

Prior to moving to a client management role in Seattle, he spent more than three years in PFM’s Portfolio Strategies Group (PSG), where he ran monthly fixed income strategy meetings, provided oversight of PFM’s fixed income and pool Global Investment Performance Standards (“GIPS®”) composites, and developed portfolio strategy and analytics.

Molly Fitzgerald, Regional Account Executive for Public Sector, UiPath Molly Fitzgerald is the Regional Account Executive for Public Sector at UiPath. Harnessing an extensive background in solution’s delivery and technology sales, she is focused on delivering Robotic Process Automation (RPA) solutions that directly support the unique challenges and goals of Public Sector customers and partners. Robotic Process Automation helps streamline manual, repetitive processes without a large capital investment or disruption to existing business processes. Molly also promotes UiPath’s Academic Alliance Program, a public/private partnership that prepare students for the 21st century workforce and in-demand automation jobs.

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Dave Glende, CEO, Crossmark Risk Solutions Dave Glende is CEO of Crossmark Risk Solutions, a provider of RMIS products and services to Public Entity Risk Pools. Dave has over 38 years of experience in the delivery of enterprise-class information systems including 15 years specifically in the development and implementation of bestin-class solutions for more than 20 risk pools and self-insurance groups. Prior to founding Crossmark, Dave was Chief Technology Officer for DAVID Corporation, overseeing the development and implementation of NavRisk for numerous risk pools across the U.S., as well as Director of Information Services at Bickmore Risk Services. Dave’s knowledge covers most facets of pooling including administration, member communication and management, member web portals, document management, risk management/ loss control, questionnaire automation and management, TPA integration and claims oversight, reporting, analytics, and dashboards. Dave has extensive experience with many of the primary RMIS solutions and technologies including NavRisk, CHSI Connections, and the Microsoft products (SharePoint, Dynamics CRM, Dynamics GP, SQL Server).

Rick Jenkins, Director of Member Services, Schools Insurance Authority With over 20 years inside the self-insuring arena, Rick Jenkins has become a significant contributor to Schools Insurance Authority (SIA) and the public selfinsured industry. With a background in technology and being skilled at building strong partnerships, Rick has served a vital role in providing project insight, promoting solutions to complex problems, and contributing to the strength of SIA as well as other joint power authorities throughout the United States.

Trevor Lightbound, Vice President of Implementation, CHSI Technologies Trevor Lightbound, Vice President of Implementation at CHSI Technologies, is an IT professional with a passion for leading software development and implementation projects. He specializes in managing enterprise software implementations and solving unique and difficult problems that are ever present in a complex insurance market. He has over 13 years of experience designing and implementing enterprise solutions. Since 2011, Trevor has managed client implementations at CHSI Technologies.

Trevor is held accountable for ensuring that implementation projects are accomplished on schedule and variations are handled appropriately with the Product and Development teams. His responsiveness, his organizational skills, his dedication, his caring attitude, professionalism and his welcomed candor are his best assets. He has successfully implemented more than 15 pools and 35 other insurance entities into the CHSI Connections Management system. His unique combination of leadership, insurance management and technical skills make Trevor a valued resource on each project.

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James Marta, Managing Partner, James Marta & Company LLP James Marta is the Managing Partner of James Marta & Company LLP, a CPA firm headquartered in Sacramento California. James has degrees in Accounting and Finance Law. In addition, Jim earned his associate in risk management (ARM) and an associate in pool management (ARPM) and is a Chartered Global Management Accountant (CGMA). He taught the ARM courses and is the author of the Pool Manager Course. He speaks annually at various pooling conferences on pool management, analysis and finance issues. His firm performs financial consulting, accounting, audit and tax work for over 40 insurance pools and captives in eight States. Jim also is the Accreditation Manager for the California Association of Joint Powers Authorities.

Lesley Murphy, Senior Managing Consultant, PFM Asset Management Lesley initially joined PFM’s asset management business in 2007. She worked in the firm’s Harrisburg office from 2007 to 2013, then rejoined the firm in 2015 in the San Francisco office. She draws upon her extensive experience in both fixedincome and multi-asset class investment products to serve a wide variety of governmental clients in California, including joint powers authorities (JPAs), cities, counties, and special districts. Lesley assists clients in developing and implementing investment strategies for operating funds, bond proceeds, and OPEB trusts and is a frequent speaker at industry conferences. Prior to joining PFM, Lesley was employed as an analyst within the financial advisory group of an investment banking firm in Boston, where she assisted clients in the issuance of municipal debt.

Carlos Oblites, Senior Vice President and Portfolio Strategist, Chandler Asset Management Carlos Oblites is a Senior Vice President and Portfolio Strategist at Chandler Asset Management.

He is responsible for building and maintaining client relationships with public agencies along with participating actively in the portfolio management process. Carlos has nearly 25 years of investment and financial experience, focused largely on managing short-term fixed income and pension strategies for governmental and institutional nonprofit clients. Prior to joining Chandler, Carlos served as the Administrative Services Manager at Central Marin Sanitation Agency (CMSA) and was responsible for all aspects of the Agency’s financial, human resources, administrative support, and information systems activities. He also has significant expertise in serving California public agencies, healthcare, and insurance clients through his roles as Director at PFM Asset Management, and as a Principal at Wells Capital Management. Previous responsibilities include managing a variety of institutional client relationships and developing, implementing, and monitoring customized investment strategies for operating funds, bond proceeds, pension, and post-retirement funds. Carlos has also worked as a research consultant with Wells Fargo Bank and as teacher for the Long Beach Unified School District. Carlos holds a Bachelor of Arts degree in History from the University of California, Santa Barbara, and earned a Master’s degree in Business Administration from San Francisco State University.

Chase Pettus, AI Predictive Analytics, Gradient AI Chase is a senior sales consultant of Boston-based Gradient A.I., a predictive analytics company.

Gradient A.I. provides AI/Machine Learning models and predictive analytics solutions for the insurance industry with Underwriting & Claims Management solutions in Work Comp, GL Commercial Health Insurance, and expanding into Auto Liability. Prior to joining Gradient A.I., Chase spent 5 years leading business development for Milliman’s Health & Welfare Actuarial Consulting services to mid-market employers. Before joining Milliman, Chase had 10 years of experience in leadership positions in the non-profit industry as well as a successful stint in technology sales.

Laurel Raleigh, Senior Information Specialist, CSAC Excess Insurance Authority Laurel Raleigh is a Senior Information Specialist at CSAC Excess Insurance Authority (EIA). She has worked with the EIA for over eight years. Her bachelor’s degree is in Business Administration with an emphasis on Project Management. Laurel’s project experience spans over 10 years and multiple industries.

Over the past four years, she has focused her Project Management experience on claims system conversions working with internal teams, vendor teams, and external clients. She recently began developing her Agile Project Management skills and is now the acting SCRUM Master for her team. Laurel is currently working toward her PMP designation.

Colleen Rozillis, Senior Manager, Moss Adams Colleen has been advising local, state, and tribal governments and not-for-profits on improving their operations and efficiency since 2005. She helps clients assess their organizational and program effectiveness, and assists them with developing and refining their performance and level-of-service measures. Colleen works collaboratively with clients to understand their goals and objectives; develop policies, processes, and tools; and define organizational and programmatic changes to better equip and position them to achieve their goals and objectives.

Her areas of expertise include strategic planning, organizational assessment, policy development, performance metric development and reporting, business process reengineering, strategic communications and reporting for decision makers, and best practices benchmarking.

Carl Sandstrom, Business Projects Manager, California JPIA Prior to joining the California JPIA, Carl worked in the field of risk management in the finance industry for 17 years. He has been a valuable member of the California JPIA’s team since 2003. Carl holds a bachelor’s degree in Economics from San Diego State University and the Associate in Risk Management - Public Entities designation. He is currently the California JPIA’s Business Projects Manager and is responsible for various information technology and communications projects. Carl has been involved with CAJPA since 2006 and is a member of the Technology subcommittee and the Accreditation subcommittee.

Veenindra Singh, Senior Vice President and Senior Treasury Management Consultant, BBVA Compass Bank Veenindra J. Singh is currently Senior Vice President, and Senior Treasury Management Consultant with BBVA Compass Bank based out of Walnut Creek California. He has been in the banking industry for twenty-five years plus with a broad background dealing in Commercial Lending, International Banking, Retail Banking Management, Wholesale Management, Information Technology, and Treasury Management. His experience and background has allowed him to work on large complex business banking deals along with the smaller business banking deals.

Veenindra has partnered with Law Enforcement in conducting Fraud Seminars to companies and organizations educating them on Fraud threats and prevention. Some of the banks he has worked for are Wells Fargo Bank, Union Bank, Silicon Valley Bank, Comerica Bank, and Hong Kong Shanghai Banking Corporation (HSBC). He is a graduate of the University of California at Berkeley with undergraduate and graduate degrees in business.

Patricia Slaven, Director of Human Resources & Administration, ACWA JPIA Patricia has over twenty years in the Human Resource/Employee Development field and is currently the Director of Human Resources and Administration for ACWA JPIA. She is tasked with managing all of the human resource needs of the organization, along with offering advice and best practices to districts who call into the Employment Hotline. Patricia also oversees all aspects of the organization’s training and professional development efforts including statewide classroom training, webinars, and program development. She recently developed the very successful Leadership Essentials for the Water Industry program for senior members of JPIA agencies. Patricia has devoted more than a decade to developing leaders and human resource professionals in the JPIA pool. She obtained her Bachelor’s degree from the University of Redlands; her MBA from California State University, Sacramento; holds the designation of Senior Professional in Human Resources (SPHR) from the Human Resources Certification Institute; and of Certified Professional (IPMA-CP) from the International Public Management Association and from the Society for Human Resource Management (SHRM-CP). Patricia enjoys her role of helping districts be successful by providing staff with information and education.

Mark Steranka, Partner, Moss Adams Mark is a Partner with Moss Adams and leads internal and performance audit services for governments, not-for-profits, higher education institutions, and tribes. He offers over 30 years of experience working with clients throughout the western United States to enhance the economy, efficiency, and effectiveness of operations; reduce risks; strengthen internal controls; and improve compliance with rules and regulations. He has directed engagements ranging from $25,000 to $1,000,000 addressing finance, governance, management, operations, organization, planning, policies, procedures, and processes.

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Heather Thomson, Chief Financial Officer, Special District Risk Management Authority Heather has an extensive accounting and finance background having worked in public, corporate and private agency sectors for over twenty years. As a U.S. Navy veteran and former business owner, she has been in the servitude of others her entire career.

She holds a Bachelor’s of Science in Accountancy from California State University, Sacramento and is a California Certified Public Accountant. In her current role as Chief Financial Officer for a risk management JPA, she leverages her prior experience and ongoing education to aid their Membership improve overall fiscal health and viability thru risk management education, financial reporting and agency process improvement. Ms. Thomson currently sits on the CSDA Finance and Audit committees, in addition to her work with the CAJPA Finance committee.

RMIS solutions purpose-built for

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To learn more about Ventiv’s AI-powered analytics, visit us at the CAJPA Spring Workshop & Exhibition.

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Since 1988, Chandler has specialized in providing fixed income investment management for California public agencies.

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CAJPA 2019 Fall Conference

A New Spin on Classic Pooling September 10-13, 2019 South Lake Tahoe For more information visit www.CAJPA.org