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Seminar Materials

• Session One: Fiscal Reform and Disclosure in the Municipal Market
  • Tom G. Johnsen, Principal, Fieldman Rolapp and Associates
  • Stephen E. Heaney, Managing Director Public Finance, Stone & Youngberg LLC
  • Daniel M. Deaton, Partner, Nixon Peabody LLC
• Session Two: Overview of Federal Laws and Securities and Exchange Commission Rules Governing Disclosure
  Jacquelynne Jennings, Partner, Lofton & Jennings
  Robert H. Olson, Partner, Squire Sanders & Dempsey LLP
• Session Three: Good Disclosure: It’s in The Process
  Moderator: Marshall Eyerman, Special District Program Manager, City of Moreno Valley
  • David T. Fama, Attorney & Vice President, Jones Hall
  • David A. Moore, Vice President and Director of Municipal Research, American Century Investments
  • Kim Quinones, Managing Director Public Finance, Ramirez & Co. Inc.
• Session Four: Continuing Disclosure - Today’s External Communications With the Public Market
  • Dari Barzel, Vice President and Senior Credit Officer, Moody’s Investor Services
  • Marla Bleavins, Special Projects Manager, Los Angeles World Airports
  • Kevin Civale, Shareholder, Stradling Yocca Carlson & Rauth
• Session Five: Continuing Disclosure - Internal Roles and Responsibilities
  • Marshall Eyerman, Special District Program Manager, City of Moreno Valley
  • Christy Pinuelas, Director of Finance, City of Agoura Hills
  • Rosa Renaud, Senior Financial Manager, California State University (CSU) Chancellor’s Office