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 CommitteesCarolyn Castillo

 Independent Citizens’ Bond Oversight CommitteesChris Hanson 
• Facilities Master PlanSallie 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 AuditsAnton Jungherr
 Website, Lorraine Humes 
• Committee Operations/CBOC Annual ReportMarcus 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

Conference Presentations on YouTube:

https://youtu.be/PVh_955wg0M

■ Introduction by Tom Rubin

■ How to Perform an Effective Performance Audit
          (starts at 9:45 on YouTube)
Keynote speakers:
•  Stephen Bacchetti, Director, Moss Adams
•  Arthur Ngo, Senior Manager, Moss Adams
•  Tammy Lohr, Manager, Moss Adams     
 

■ Panel A • Ask the Experts (starts at 46:45 on YouTube)

•  Proposition 39Nick Marinovich 
•  Citizens’ Bond Oversight CommitteesCarolyn Castillo
•  Independent Citizens’ Bond Oversight Committees, Chris Hanson 
•  Facilities Master PlanSallie DeWitt
•  Project ListNick Marinovich  

■ Panel B • Ask the Experts (starts at 1:45.00 on YouTube)

•  Financial AuditsMac Moore
•  Performance AuditsAnton Jungherr
•  WebsiteLorraine Humes 
•  Committee Operations/CBOC Annual ReportMarcus Crawley
•  Memorandum of Understanding / Bylaws, Tom Rubin
 

• • • • •

Conference program with presenter’s bios:
CABOC_Conference_Program_2021.pdf

• • • • •

Moss Adams How to Perform an Effective Performance Audit PowerPoint Presentation PDF

• • • • •

Panel A PowerPoint Presentation PDF

• • • • •

Panel B PowerPoint Presentation PDF

• • • • •