First Annual Virtual CABOC Statewide Conference • 2021

   
First CABOC Statewide Conference

Saturday, October 16, 2021

“Supporting Citizens’ Bond
Oversight Committee Members”

SPONSORED BY MOSS ADAMS, LLP

AGENDA

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

■ 9:00 am • Welcome
Thomas Rubin, CABOC director  

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

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

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

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

■ 12:15 pm Adjournment

• • • • •

Questions & Responses from 2021 CABOC Conference
CABOC_2021_QA_11-17-2021.pdf

I.     Citizens’ Bond Oversight Committee (CBOC) Independence
II.    CBOC Membership
III.  CBOC Meetings and Reports
IV.  Construction Bond Project List
V.    Memorandum of Understanding / Bylaws
VI.   CBOC Independent Legal Counsel
VII.  Financial Audits
VIII. Performance Audits
IX.   Questionable Use of Bond Funds