The Association of Chief Business Officials

SPRING CONFERENCE2012May 21-23, 2012

Hilton Sacramento

Arden West

Sponsors:

MONDAY, May 21, 2012

8:00 a.m. to 10:00 a.m.ACBO Board Meeting - NAPA

9:00 a.m. to 5:00 p.m.Conference Check-In / Information Desk

ATRIUM SponsoredbyHMC Architects

10:00 a.m. to 11:00 a.m.Concurrent Sessions:

Option I: Finding Balance between Work and HomeEAGLE/BERRYESSA/TAHOEFor working adults, striking a balance between work and home is always a challenge. This session will show participants how to find a balance point at the end of each workday so they can fully focus on life after-work...no more ‘blackberry orphans’ and neglected spouses. Learn practical steps to clear your mind at the end of each day so you can relax and find daily balance in life.PresentedbyKathy Espinoza,AssistantVicePresident,Ergonomics&Safety,Keenan&Associates

Option II: Cloud Computing for CBOs - Exploring Legal and Risk Management Issues - SHASTA This session will identify and discuss the legal issues associated with outsourcing information technology services and provide suggestions for how to manage the risks associated with cloud computing. PresentedbyLisa AllredPartner,Atkinson,Andelson,Loya,Ruud&Romo

11:00 a.m. to 11:15 a.m.Refreshment Break - ATRIUM SponsoredbyPARS

11:15 a.m. to 12:15 p.m.Concurrent Sessions:

Option I: Complying with GASB 43 & 45-Best Practices - EAGLE/BERRYESSA/TAHOEOther Post-Employment Benefits (OPEB) liabilities and accounting for them are not going away! If you haven’t already done so, now is the time to begin setting up a Comprehensive GASB 43 & 45 Compliance “Process” at your District. This ACBO session will help you by outlining District tested “Best Practices” for developing an appropriate management structure, obtaining an accurate OPEB actuarial valuation, conducting a qualified vendor selection Request for Proposal (RFP), setting up the required irrevocable trust, selecting a qualified portfolio investment manager, developing and documenting a comprehensive plan including the “Substantive Plan”, mitigating potential fiduciary liability and conflict of interest exposure for the District and yourself, and developing cost containment and strategies to lower the District’s OPEB liability.PresentedbyKim McCord, DistrictDirector,FiscalServices,SouthOrangeCountyCCD;Geoffrey Kischuk, President/CEO,TotalCompensationSystems; Chuck Thompson, President/CEO,RPMConsultantGroupand,Davit Khachatryan, DirectorofFiscalServices,IrvineValleyCollege

Option II: Bonds and Parcel Taxes: November 2012 and Beyond? SHASTAThe goal of the panel will be to try to give the audience information they haven’t heard before by focusing on the most current themes being applied by community college districts to be successful in the current political and economic climate. The panel will discuss trends and issues surrounding parcel taxes and general obligation measures. Topics will include current economic and political pressures on general bond programs, recent legal developments

as they affect community colleges considering ballot measures and the complexity of solutions available to Districts. PresentedbyJoanna Bowes,VicePresident,KNNPublicFinance;Timothy Carty,ManagingDirector,PiperJaffray;David Casnocha,Partner,StradlingYoccaCarlson&Rauth;Ron Gerhard,ViceChancellorFinance&Administration,PeraltaCCD

12:15 p.m. to 1:30 p.m.Luncheon/Welcome Address - ATRIUMWelcomeAddressbyJohn Hendrickson, Chancellor,WestValley-MissionCCDSponsoredby Christy White Accountancy Corporation

1:30 p.m. to 2:30 p.m.General Session:

Multi College District Allocation Model EAGLE/BERRYESSA/TAHOEThis presentation provides the results of a survey that was recently conducted on the resource allocation model for Multi college districts. Further, an in depth review of LACCD’s budget allocation model will be reviewed.PresentedbyCharlie Ng, ViceChancellorFiscalServices,SanBernardinoCCD;Jeanette Gordon,ChiefFinancialOfficer,LosAngelesCCD

2:30 p.m. to 2:45 p.m.Refreshment Break - ATRIUM

SponsoredbyNTD Architecture

2:45 p.m. to 3:45 p.m.General Session:

Santa Monica CCD’s Two Tiered Tuition Plan EAGLE/BERRYESSA/TAHOEThis presentation will review the plan approved by the district in March 2012, whereby high demand core education courses such as English, math and history would be offered at a cost of $180 per unit alongside state-funded courses set at $46 per unitPresentedbyBob Isomoto,VicePresidentBusiness/Administration,SantaMonicaCCD

3:45 p.m. to 4:00 p.m.Refreshment Break - ATRIUM

SponsoredbyUnion Bank

4:00 p.m. to 5:00 p.m.CLOSED GENERAL SESSION

EAGLE/BERRYESSA/TAHOE

5:00 p.m. to 6:00 p.m.Welcome Reception - POOLSIDE (ATRIUM as back-up)

SponsoredbyASCIP

6:00 p.m. to 8:00 p.m.Sponsored Dinner - ATRIUM

Yourhostsfortheeveninginclude Higher One, Keenan & Associates, Piper Jaffray & Co. andRBC Capital Markets

Conference Agenda

TUESDAY, May 22, 2012

8:00 a.m. to 9:00 a.m.Networking Breakfast/Round Table Discussions

ATRIUMSponsoredbyWLC Architects, Inc.

8:00 a.m. to 5:30 p.m.Conference Check-In/Information Desk Open

ATRIUMSponsoredbyHMC Architects

9:00 a.m. to 10:15 a.m.Concurrent Sessions:

Option I: Lessons Learned from Large Bond Programs Help Everyone - EAGLE/BERRYESSA/TAHOEThis presentation will discuss the beneficial lessons learned from an owner’s perspective regarding how to minimize risks and “best practices” involving issues such as change orders, reporting requirements, organizational structure, program and project management; proper allocation of resources, training and a host of other topics. First hand discussion will center on lessons learned from LAUSD’s $29 Billion Dollar Building Program and LACCD’S $6 Billion Dollar Building Program.PresentedbyJohn P. Dacey, Esq.,BergmanDaceyGoldsmith,PLC;Fred Harris;Bob Temple;andPablo Manzo

Option II: California Supreme Court Eliminates Redevelopment Agencies: What does that mean for Community College Districts? SHASTAWill my CCD still receive redevelopment pass-through payments? How will they be calculated? And who will oversee this process? This presentation focuses on the impact of AB1x26 and the creation and composition of the Oversight Boards, including roles, key responsibilities, asset disposal, red flags to identify on Successor Agency Recognized Obligation Payment Schedules (ROPS), and the financial impacts of the oversight Board’s decisions on CCDs. Examples of what is and is not allowable on the ROPS will be presented. We will also discuss the next steps CCDs can take to accelerate their redevelopment money, including leveraging redevelopment dollars for bond issuances. Lastly, we will review options for recovering underpayments and correct existing discrepancies from Successor Agencies and Auditor-Controllers.PresentedbyFred Williams,ViceChancellor,Finance&Facilities,NorthOrangeCountyCommunityCollegeDistrict;Ann Feng-Gagne,ExecutiveDirector,DolinkaGroup;Heather Sobota,SeniorDirector,DolinkaGroup

10:15 a.m. – 10:30 a.m.Refreshment Break

ATRIUMSponsoredbyLPA, Inc

10:30 a.m. to 11:45 a.m. General Session

Budget and Accounting Manual UpdateEAGLE/BERRYESSA/TAHOEUnderstanding the requirements of Standard III: Resources sections B & C: Physical Resources and Technology. Will go through in detail the Guide to Evaluating Institutions and will discuss relevant topics.PresentedbyFred Williams,ViceChancellorViceChancellor,Finance&Facilities,NorthOrangeCountyCommunityCollegeDistrict;Heidi White,Partner,Vavrinek,Trine,Day&Co.,LLP.

11:45 p.m. to 12:30 p.m.Buffet Luncheon - ATRIUM

LuncheonsponsoredbyBergman & Dacey, Inc. & BRJ & Associates, LLC

12:30 p.m. to 1:30 p.m.Keynote Address

“Developing a Comic Vision” by Tim Gard EAGLE/BERRYESSA/TAHOE

See reality and share the fun of it with laughter, good humor, and most importantly, through the lens of your Comic Vision®! Portraying the daily (and often overwhelming) challenges found in these hectic times, Tim Gard offers his powerfully humorous approach to stress-diffusion, proven effective in both professional and personal encounters! Re-awaken your fancy for fun as you enjoy Tim’s stories, learn how to use his unique Stress Buster Tools, and learn a new way to look at life—with your own Comic Vision®!

“We cannot always control the things that happen around us, but we can certainly control our perception of those things when we develop, use and share our progress-oriented Comic Vision®

~Tim Gard,CSP,CPAEPresentedbySchools Excess Liability Fund

1:30 p.m. to 1:45 p.m.Refreshment Break - ATRIUM

SponsoredbyAtkinson, Andelson, Loya, Ruud & Romo

1:45 p.m. to 3:00 p.m.General Session

Negotiations Fail: Facing Fact-Finding EAGLE/BERRYESSA/TAHOEThis is a panel presentation representing three separate districts which have had the particular experience of preparing for, and being involved in, the fact-finding process for their districts. Our panel is being joined by School Services of California, Inc., a company uniquely qualified to assist districts with negotiations and fact-finding, and that assisted with two of the three examples to be presented—each district will describe an alternative outcome to their experience, and best practices for preparing for fact-finding will be described. The information they’ll provide will prove invaluable to you should you ever be faced with these circumstances.PresentedbyJo Ann Higdon,VicePresident,AdministrativeServices,ElCaminoCCD;Bradley Davis,AssociateViceChancellor,HumanResourcesandAdvancement,WestValleyMissionCCD;andEd Maduli,formerVicePresidentofAdministrativeServices,CuestaCollegeandcurrently,theViceChancellorAdministrativeServices,WestValleyMissionCCD

3:00 p.m. to 3:15 p.m.Refreshment Break - ATRIUM

Sponsoredbygkkworks

3:15 p.m. to 4:15 p.m.CONCURRENT SESSIONS:

Option I: Contracting for Goods and Services in Today’s Volatile Economy - EAGLE/BERRYESSA/TAHOEThe ever changing economy and hardships and budget cuts facing community college districts are forcing districts to rethink how they contract for goods and services. This session will analyze options available to districts for contracting for goods and services to assist in saving costs and risks, including when it may be useful for your district to pursue alternatives to competitive bidding. This session will also discuss the basics of contract law, the essential elements of a contract, and what provisions you should look for in a contract for goods or services.PresentedbyEileen O’Hare-Anderson, Partner,LiebertCassidyWhitmore;Randy Parent, AssociateAttorney,LiebertCassidyWhitmore,Brigit Espinosa, DirectorGeneralServices,WestValleyMissionCCD

Option II: Myspace or Workspace: Keeping up with Electronic Technology Privacy in the Workplace - SHASTAEvery day courts scramble to apply existing legal precedent to the latest and the greatest technology, and wrestle with the dividing line between what is intended to be public versus the truly private. This session will highlight the most recent developments on such topics as social media use in the workplace, the latest modes of “electronic surveillance”, computer forensics investigations, and the growing impact of electronic technology on the public workspace.PresentedbyCarmen Plaza de Jennings, Partner,CurialeHirschfeldKraemerLLP;Jayne Benz Chipman, SeniorAssociate,CurialeHirschfeldKraemerLLP

4:15 p.m. to 4:30 p.m.Refreshment Break - ATRIUM

SponsoredbyColbi Technologies

4:30 p.m. to 5:30 p.m.CONCURRENT SESSIONS:

Option I: Bid Protest: Favoritism Most Foul EAGLE/BERRYESSA/TAHOEIn these tough economic times in the construction industry, you can expect more bidders on your projects and fierce scrutiny by bidders attacking each others’ bids in hopes of getting the contract. This session will provide you with expertise relating to the important new case that provides ammunition for bid protesters if the awarding agency doesn’t fully understand the legal concepts of responsiveness and responsibility. PresentedbyRandy Parent, AssociateAttorney,LiebertCassidyWhitmore,Tom Burke, CFO,KernCommunityCollegeDistrict

Option II: Ethics and the Public Contracting Process; Developing and Implementation of a Code of Conduct - SHASTAA discussion of ethical considerations and establishing a code of conduct for public contracting. Initial group discussion of circumstances leading to potential ethics violations (meals/entertainment, vendor selection, self-dealing, disclosure/reporting requirements) is contemplated. That discussion is followed by a presentation of applicable legal standards. Finally, the workshop will revert back to a participatory discussion of the potential elements and scope of a code of conduct along with development of an outline of a code of ethics.PresentedbySherman Wong, Attorney,PublicAgencyLawGroup

5:30 p.m. to 6:30 p.m.Reception - POOLSIDE (ATRIUM as back-up)

SponsoredbyPayden & Rygel

6:30 p.m.Dinner on Your Own

WEDNESDAY, May 23, 2012

7:30 a.m. – 12:00 p.m. Conference Check-In/Information Desk - ATRIUM

7:30 a.m. to 8:00 a.m.Networking Breakfast - ATRIUM

8:00 a.m. to 10:00 a.m.CLOSED GENERAL SESSION: Legislative, Political, and State Update - EAGLE/BERRYESSA

10:00 a.m. to 10:15 a.m.Refreshment Break - ATRIUM

SponsoredbyKNN

10:15 a.m. to 12:00 p.m.CLOSED GENERAL SESSION: Legislative, Political (continued) EAGLE/BERRYESSA

12:00 p.m.Conference Adjourns

ACKNOWLEDGEMENTS

YourconferencegiftwasprovidedbyNelnet Business Solutions

Generalsponsorsofthisconferenceinclude Barclays, California Community Colleges Classified Senate, Dannis Woliver Kelley, Fieldman, Rolapp & Associates, Lend Lease, Liebert Cassidy Whitmore, Morgan Stanley, Noresco, Schneider Electric, SPURR, Vanir Construction Management, and Vavrinek, Trine, Day & Co., LLP.

BillHooperMemorialACBOGolfClassicsponsoredbyKeenan & Associates,Student Insurance, WLC Architects.

Mark your calendar for the Fall Conference!October 22-24, 2012Mission Inn, Riverside