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First Annual Virtual CABOC Statewide Conference

Saturday, October 16, 2021

“Supporting Citizens’ Bond Oversight Committee Members”

 Tentative Agenda

■ 8:30 am Sign-In and Introductions (online via Zoom)

■ 9:00 am Welcome.
Chairperson Jack Weir and President Amadeo Rodriguez 

■ 9:15 am How to Perform an Effective Performance Audit. 
Keynote speakers:
• Stephen Sacchetti, Director, Moss Adams. LLP
• Arthur Ngo, Senior Manager, Moss Adams LLP
15 minute presentations and 15 minutes Q&A

■ 9:45 am Panel A • Ask the Experts Q&A
Panelists: Carolyn Castillo, Moderator. 
Amadeo Rodriguez, Chris Hanson, Sallie DeWitt, & Nick Marinovich 
• Poll
• Proposition 39, Amadeo Rodriguez 
• Citizens’ Bond Oversight Committees, Carolyn Castillo
• Independent Citizens’ Bond Oversight Committees, Chris Hanson 
• Facilities Master Plan, Sallie DeWitt 
• Project List, Nick Marinovich . 3 minutes presentations plus 45 minutes Q&A

■ 10:45 am Panel B • Ask the Experts
Panelists: Tom Rubin, Moderator. 
Mac Moore, Anton Jungherr, Lorraine Humes, & Marcus Crawley 
• Poll 
• Financial Audits, Mac Moore
• Performance Audits, Anton Jungherr
• Website, Lorraine Humes 
• Committee Operations/CBOC Annual Report, Marcus Crawley
• Bylaws/Memorandum of Understanding, Tom Rubin  
3 minutes presentations plus 45 minutes Q&A

■ 11:45 am Presentation of Awards:
• Media
• CBOC Member of the Year
• Feedback Prize, Submit by October 31, 2021

■ 12:15 am Adjournment

Early Bird Pricing $50
Ticket Price $65 after October 1, 2021

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Little Hoover Commission Testimony, CaLBOC, and Current CABOC Directors 
      Several CaLBOC directors testified in September 2016 before the California Little Hoover Commission (LHC), a bipartisan independent California oversight agency to promote economy and efficiency in state and local government, including Anton Jungherr and Nick Marinovich. In February 2017, the LHC published their report “Borrowed Money: Opportunities for Stronger Bond Oversight” which included six recommendations to improve the effectiveness of Citizens’ Bond Oversight Committees.
      Former members of CaLBOC wanted to prioritize implementation of the recommendations from the LHC, therefore formed a new association, CABOC. With the dissolution of CaLBOC, CABOC is the only statewide nonprofit organization existing to address the recommendations of the LHC.
      One of the LHC recommendations stated: “Develop easy-to-access online training materials for members of Citizens’ Bond Oversight Committees. Specifically, the Governor and Legislature should direct and authorize one-time funding to the Fiscal Crisis and Management Assistance Team to develop online training for local Citizens’ Bond Oversight Committee members, with input and assistance from the California Debt and Investment Advisory Committee and the California League of Bond Oversight Committees.”
     California Association of Bond Oversight Committees (CABOC) was incorporated on September 19, 2019 as a California Nonprofit Public Benefit Corporation by Jack Weir and Anton Jungherr. “The specific purpose of this corporation is to provide training, assistance, and encouragement to California School Proposition 39 Citizens’ Bond Oversight Committee Members through development of training materials, delivery of online training, conference, workshops, formation of regional groups of California Citizens’ Bond Oversight Committees and representing common interest at the statewide level.”
     Implementation of the LHC recommendations will guide the focus and work of CABOC.

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News Archives Link

CABOC Purpose

“The purpose of this Association is to provide training, assistance, and encouragement to California School Proposition 39 Citizens’ Bond Oversight Committee Members through development of training materials, delivery of online training, conferences, workshops, formation of regional groups of California Citizens’ Bond Oversight Committees and representing common interest at the statewide level.”

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External Sites

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$180.8 Billion Proposition 39 School Bonds Approved by Voters”

Contact CABOC

121 Ash Court, Hercules, CA 94547  •  510-697-7212

info.caboc@gmail.com

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