The Association of Chief Business Officials

SPRING CONFERENCE2009May 18 – 20, 2009Red Lion Hotel Sacramento

MONDAY, MAY 18, 200910:30 a.m. – 5:30 p.m.CONFERENCE CHECK-IN ~ Martinique FoyerMorning Refreshment Break sponsored by: Logic Domainand Sixten & Associates

Noon - 1:30 p.m.LUNCH AND WELCOME REMARKS ~ Comstock RoomWELCOME REMARKS: Ron Galatolo, Chancellor, San Mateo County CCD Sponsored by: Siemens Building Technologies

1:30 p.m. – 2:30 p.m.CONCURRENT SESSIONS ROUND ONEMartinique Ballroom

OPTION 1: The 50% Law - Not Just a CBO Concern Presenters: Kindred Murillo, Contra Costa County CCD, Roy Stutzman, Retired CBO, Contra Costa County CCD and Arnold Bray, ACCCA Advocate. This session will cover the basic Education Code and Title 5 sections and how they relate to the 50% law. Topics will include account coding, release and reassigned time, filling out the CCFS 311 (don’t wait - antici-pate), waivers and sanctions.

Sierra Room OPTION 2: TRANS and Beyond

Presenters: Kimi Shigetani, CCLC; Ed Maduli, Cuesta College; David Casnocha, Stradling Yocca Carlson & Rauth; Carol Lew, Stradling Yocca Carlson & Rauth; Ryan Vollmer, RBC Capital Markets; John Bilmont, CFO, City College of San Francisco.

Cash flow – projections, shortfalls and solutions, are many faceted issues that are here to stay. This panel of experts will address how they’ve man-aged their cash flow, the solutions they’ve used, market conditions and current law as well as upcoming changes that will impact this issue.

2:30 p.m. – 3:30 p.m.CONCURRENT SESSIONS ROUND TWOMartinique Ballroom

OPTION 1: Avoiding Layoffs in a Financial Downturn Presenters: Bob Schoenherr, Keenan & Associates, and Harry Joel, San Mateo CCD

This session will focus on the implementation of retirement and voluntary separation agreements to create budget savings through efficiency and promotional opportunities for classified staff.

Sierra RoomOPTION 2: Accreditation: The Law and the Practice

Presenters: Robert (Bob) Henry, Lozano Smith and Tom Henry, Education Management Assistance Corporation.

Before joining Lozano Smith, Bob Henry was the General Counsel for the Coast Community College District and the Los Angeles Com-

munity College District. He currently represents both the Sonoma County Junior College District and the Napa Valley Community College District. Tom Henry was the founding executive director of the Fiscal Crisis and Management Assistance Team (FCMAT) and is now the chief executive officer of the Education Management and Assistance Corporation (EDMAC). Tom has served as state appointed trustee for three community college districts in California.

These experts will provide a fascinating review of the essential standards of accreditation with an emphasis on the levels of sanctions available to WASC. The session will also explain the relationship between federal law (HEA) and WASC accreditation with an emphasis on due process as required by the HEA.

3:30 p.m. – 3:45 p.m. REFRESHMENT BREAK ~ Martinique FoyerSponsored by: Strata Information Group (SIG)

3:45 p.m. – 5:00 p.m.GENERAL SESSION PRESENTATIONMartinique Ballroom

Presenters: Jim Austin, ACBO President and CBO at Mira Costa College, and Fred Williams, Chair, Fiscal Standards Committee and CBO at North Orange CCD

5:00 p.m. – 6:30 p.m.WELCOME RECEPTION ~ Upper Pool DeckSponsored by: Barclays Capital and Cambridge CM, Inc.

6:30 p.m. – 8:00 p.m.DINNER WITH FRIENDS ~ Lower Pool Deck (Weather Permitting)Partially sponsored by: Dale Scott & Co, Piper Jaffray & Company and De La Rosa & Company

TUESDAY, MAY 19, 20098:00 a.m. – 5:00 p.m.CONFERENCE CHECK-IN ~ Martinique Foyer

8:00 a.m. – 9:00 p.m.NETWORKING BREAKFAST ~ Comstock Room

Join your colleagues and meet new colleagues, have a great breakfast and be able to discuss the questions that are really bothering you or just see how someone at another district handles the issues you are dealing with.

Sponsored by: Student Insurance

9:00 a.m. – 10:00 a.m. CONCURRENT SESSIONS ROUND ONEMartinique Ballroom

OPTION 1: Managing Under Tough Circumstances: Challenges, Best Practices and Next Steps Presenter: Marty Kaplan, EVP and Senior Partner, Avista Consulting Group.

The economic crisis is global but even on our own campuses its effects are presenting all of us with new and perhaps, unprecedented chal-

Conference Agenda

lenges. We are moving into a period where resources will be more con-strained and layoffs likely. How will this affect us in our role as Chief Business Officials? What specific challenges will we need to address in this new environment? Find out what’s likely to keep us up at night, what some of the best practices are for managing and finally, how each of us can be supportive to our colleagues as we all move forward.

Sierra Room OPTION 2: What Now? Navigating the Current Economic Climate — Managing Market Volatility and What Steps you can Take Now to Weather this Economic Storm

Presenter: Christine Ingoldsby, Zuk and Associates

Today’s challenging economic environment has many investors worried about their financial futures and concerned with their current investment products and strategies. This workshop will address the current state of our economy and financial markets, compare what is happening today to past events, put things in perspective and most importantly, identify strategies that you can implement now to help you weather the current financial crisis and put your financial future back on the right track.

10:00 a.m. – 11:00 a.m.CONCURRENT SESSIONS ROUND TWOMartinique Ballroom

OPTION 1: The Ethical Dilemma: Common Issues Facing CBOs and How to React

Presenter: Tom Casey, Retired, San Mateo County Counsel.

When reporting activity on the Form 700 do you include sponsored dinners at the ACBO conference? How would you handle an associate (or boss) who wants to file reports that fudge a little (or a lot)? If you’re using a consultant that you’re really happy with, what lengths would you go to in order to keep them? Tom’s years of experience will help guide a discussion of these and other typical ethics challenges each of us face every day and you’ll come away with a keener understanding of what “doing the right thing” really means.

Sierra RoomOPTION 2: Labor Compliance and SB2X

Presenters: Dane Rudell, President and Labor Compliance Officer, WCS/CA,, Inc.; Fred Harris, Assistant Vice Chancellor, California Community Colleges Chancellor’s Office; Mark Woo-Sam, Director for Legislation, Department of Industrial Relations; Nance Steffen, DLSE, Department of Industrial Relations; and Andy Dunn, Vice Chancellor, Business Services, Foothill-De Anza CCD

This panel will briefly review the provisions of of SBX2-9, legislation signed into law by the Governor in February 2009 which amended several laws that currently require cities, counties, school districts, transit districts, and other government entities to operate a labor compliance program (“LCP”) or to contract with a third party LCP to enforce prevailing wage requirements on specified bond-funded or design-build public works projects.

11:00 a.m. – 11:15 a.m. REFRESHMENT BREAK ~ Martinique Foyer Sponsored by: Nelnet Business Solutions

11:15 a.m. – 12:15 p.m. CONCURRENT SESSIONS ROUND THREEMartinique Ballroom OPTION 1: The Compressed Calendar

Presenters: Randy Lawson, Executive Vice President, Santa Monica College, and Elias Regalado, Specialist – Fiscal Services Unit, CCC Chancellor’s Office.

This session will cover the history of the compressed calendar, advan-tages and disadvantages of compressing the academic calendar, the application process for approval of a calendar change, laws and regu-lations governing academic calendars, and best practices for academic calendars—with a particular focus on the recently adopted Addendum to the Student Attendance Accounting Manual.

Sierra Room OPTION 2: CCC/IOU Partnership

Presenters: Fred Harris, Assistant Vice Chancellor for of College Finance & Facilities Planning, Chancellor’s Office; Jose Nunez, Vice Chancellor, Facilities Planning and Operations, San Mateo County Community College District; Bob Bradshaw, Construction Program Manager, Citrus College; Ron Beeler, District Director of Facilities Control, North Orange County Communi-ty College District; Lisa Hannaman, Account Executive, Southern California Edison; Laura Wetmore, Account Executive, Pacific Gas & Electric Co.

California Community Colleges have been very successful in achieving economic and environmental sustainability through energy efficient construction and operation of facilities. As budgets for public higher-education shrink, the Partnership has shown how energy and resource efficiency can translate to life-cycle cost savings that free up dollars for the classroom. This presentation showcases Community College Best Practices and the role that the CCC/IOU Energy Efficiency Partnership has played in helping campuses on this path.

12:15 p.m. – 1:30 p.m.LUNCHEON ~ Comstock RoomSponsored by: BRJ and Associates, LLC and Bergman & Dacey, Inc.

1:30 p.m. – 2:45 p.m.Martinique BallroomGUEST SPEAKER: Pamela Cox-Otto presenting “Deal-ing With a Multi-Generational Workforce”Multi-Genera-tional Workforce

Highly skilled, a brilliant strategist, and with a wild sense of humor, Pamela Cox-Otto, brings a wealth of experience to meeting the marketing needs of community colleges. Pam has created statewide image and recruitment programs for community colleges, implemented government relations efforts, and re-created college brands and images coast-to coast. She has written the book on best web practices for colleges, and college branding (LRP, Publishers). She’s a frequent national keynote speaker, blending the latest in research with a deep understanding of two-year colleges. As a founding partner of Interact Communications, she, her partners, and staff, are committed to serving the unique needs of America’s two-year colleges. Her all time favorite speaker’s review came from a college president at an

AACC presentation. “If Robin Williams were a woman, he would be Pam.”

Sponsored by: Keenan & Associates

2:45 p.m. – 3:45 p.m.GENERAL SESSION PRESENTATIONMartinique Ballroom

RDAs and AB 1389

Presenter: Don Fraser, Redevelopment and Financial Consulting

This session will provide background information on the requirement for redevelopment agencies to make pass through payments to school districts, county offices of education and community colleges. The speaker will review the major findings from the State Controller’s audit of these payments and the resulting legislation, AB 1342. This legislation required redevelopment agencies to report the pass through payment obligations over the past five years and the actual amount of the payments that were made. A number of problems have arisen over the correct method to calculate these payments, which will also be discussed during the session.

3:45 p.m. – 4:00 p.m.REFRESHMENT BREAK ~ Martinique Foyer Sponsored by: Union Bank of California

4:00 p.m. – 5:00 p.m.GENERAL SESSION PRESENTATIONSMartinique Ballroom

OPTION 1: Apportionment 101

Presenters: Presenters: Chris Yatooma, Fiscal Policy Director, and Ed Monroe, Specialist, California Community Colleges

Chris and Ed will conduct a comprehensive workshop on the apportionment process. This is a workshop designed for district fiscal staff new or relatively new to the state apportionment process. The workshop will cover the appor-tionment cycle, including all the data inputs required at each apportionment. The primary apportionment document, the Exhibit C, with special emphasis on the calculation of district growth revenue will also be reviewed.

Sierra RoomOPTION 2: Computing the Faculty Obligation Number

Presenters: Kuldeep Kaur, Specialist and Fred Harris, Assistant Vice Chancellor, Facilities and Finance, Chancellor’s Office

This session will cover the Full-Time Faculty Obligation number calculation. It will provide the tools necessary in completing the calculation.

5:00 p.m. – 6:30 p.m.SPONSORED RECEPTION ~ JB’s LoungeSponsored by: PARSDINNER ON YOUR OWN ~ Consult the restaurant guide at the registration desk.

WEDNESDAY, MAY 20, 2009BREAKFAST ON YOUR OWN ~ The hotel property features a lovely bistro for breakfast as well as room service.

8:00 a.m. – NOONCONFERENCE CHECK-IN ~ Martinique Foyer

8:00 a.m. – 9:00 a.m. GENERAL SESSION PRESENTATIONMartinique Ballroom

Legislative, Political, Economic and Proposition 98 Update

Presenters: Scott Lay and Theresa Tena, CCLC, and Robert Miyashiro, School Services of California, Inc.

This session will present some important upcoming legislation for our discussion and advice as well as an economic and political update on Proposition 98, especially in light of the previous day’s elections.

9:00 a.m. – 10:00 a.m. PERS Update

Presenters: Bill Karch, CalPERS, ASA, M.A.A.A., and David Lamoureux, CalPERS, FSA, M.A.A.A.

The current economic environment has many employers worried about contribution rates. This presentation will inform employers how CalPERS is responding to the current economic crisis and on the possible impact on employer contribution rates for fiscal year 2010 and beyond.

10:00 a.m. – 10:15 a.m.REFRESHMENT BREAK ~ Martinique FoyerSponsored by: Zuk Financial Group

10:15 a.m. – 11:45 a.m.CHANCELLOR’S OFFICE REPORTMartinique Ballroom

Presenters: State Chancellor Jack Scott; Erik Skinner, Vice Chancellor, Fiscal Policy, Chris Yatooma, Fiscal Policy Director; Fred Harris, Assistant Vice Chancellor; Ed Monroe, Specialist; and Diane Brady, Specialist, California Community Colleges.

The Conference Will Adjourn at Noon POST CONFERENCE ACTIVITIESNoon - 3:00 p.m. Comstock III

ACBO Board Meeting and LuncheonLuncheon Sponsored by: Transworld Systems, Inc.Comstock I

JPA Board Meeting & Luncheon

The pad folio you received at check in was a gift from your friends at WLC Architects, Inc. | Be sure to take the time to thank all of our sponsors for their generous support of this event! | Mark your calendars! The 2009 Fall ACBO Conference will be October 28-30, 2009 at the beautiful Pala Mesa Resort in Fallbrook, CA!