Third Annual Virtual CABOC Statewide Conference • 2023

Third Annual CABOC Statewide Conference
Saturday, October 14, 2023 • 10am – 1:00pm

Independent Citizens’ Oversight Committees


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Video of Conference on YouTube: 

Conference Program PDF:

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■ 9:30 am – Registration (online via Zoom) 

■ 10:00 am – Welcome Carolyn Castillo, CABOC President

10:05 am – Zoom Orientation

10:15 am – KEYNOTE: Moss Adams, LLP.
Bond Program Capital Program Management – Best Practices for Schools and Oversight Committees
Keynote Presentation:
Keynote Speakers:
• Stephen Bacchetti, Partner, Moss Adams. LLP
• Tammy Lohr, Senior Manager, Moss Adams, LLP
• Arthur Ngo, Senior Manager, Moss Adams, LLP

■ 10:55 am – The El Rancho Unified School District’s Story: How One CBOC Member Made a Difference!
Presenter: Carolyn Castillo, CABOC President, former El Rancho USD CBOC and former school board member
PDF of Presentation:

■ 11:40 am – Ask the Experts Panel with Q&A
• Michael Bishop is a current member of the Long Beach USD CBOC, a retired K-12 public school administrator, and Fiscal Management Assistance Team (FCMAT) mentor and coach.
• Michael Frattali is currently a member of San Diego Unified School District and San Diego Community College District CBOCs. Total experience 5 ½ years.
• Anton Jungherr is currently a West Contra Contra Unified School District CBOC member. Former member of West Contra Costa Unified School District CBOC. Total experience 10 years.
• Tom Rubin is currently a member of Fremont Unified School District CBOC. Former consultant to Los Angeles Unified School District CBOC. Total experience 18 years.
PDF of Presenter’s Bios:

■ 12:25 pm – Bond Oversight Committee Academy Website Goes Live!

■ 12:40 pm – CABOC Annual Awards
CABOC Member of the Year
District of the Year 
CABOC Person of the Year

■ 12:55 pm – Conference Evaluation

■ 1:00 pm – Adjourn

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CABOC Oct. 14, 2023 Conference Annual Awards
for the performance of exemplary bond oversight

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CABOC Member of the Year
An active member committed to ensuring the
independence of the bond oversight committee

Bryan Scott
Bryan serves on the Brentwood Union School District CBOC. He helped the committee and district staff understand all appropriate state bond oversight laws and procedures. He was successful in turning the district around from its previous non-compliant ways. Bryan also wrote a comprehensive guide to Proposition 39 bond oversight for new CBOC members.

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District of the Year
An open transparent district that has provided support and documentation for its independent bond oversight committee to perform its duties excellently

Moraga School District 
Moraga SD is a small school district that has successfully managed its bond program despite COVID-related challenges. It has supported the concept and the actions of its CBOC in a manner that enhanced the value of taxpayer funding. 

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CABOC Person of the Year
A person that has contributed to independent bond oversight

Lope Yap, Jr.
Lope produced six training videos for CABOC. He is

the the President of Lopevision, Inc. Lope has 39 years of experience in the motion picture industry. He is associated with numerous projects including: “The Hunt for Red October”, “Titanic”, “Innerspace” and “Rumor Has It”. As a producer, production manager, and 1st assistant director, he has worked on over 1,000 national/international commercials. 


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KEYNOTE: Moss Adams, LLP
Bond Program Capital Program Management: Best Practices for Schools and Oversight Committees A District’s Bond Program is often its largest expense, but knowing if the investment in capital assets is being efficiently and effectively managed can be difficult. Given the high value, long lifespan, and tangible nature of these capital assets, careful planning is critical for meeting the needs of the community while demonstrating compliant and prudent use of funds. We will cover key capital-planning best practices, including:

■ Comprehensive and systematic planning

■ Procurement, contract-type strategies, and change orders

■ Cost and budget management