California Municipal Treasurers Association
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CMTA Div 4 and CSMFO Monterey Bay Joint Meeting

Thursday, October 25, 2012 (11:00 AM - 2:30 PM)

Capitola Jade Street Park

4400 Jade St


United States

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Your Local CMTA & CSMFO chapters invite your agency to attend our next meeting on:

Finance’s critical role in public confidence and support; To Bell and Back; CalPERS reform and the residential lending market.

Topic 1: To Bell and Back
Bill Statler
, Consultant and Trainer; Former Director of Finance & Information Technology, City of San Luis Obispo
The City of Bell forever changed the perception of local government. Hear about root causes and why internal controls and defined procedures are absolutely critical to”your” success.

Topic 2: Public Employee Pension Reform (AB 340)
John Bartel
, President; Bartel Associates
AB 340 was signed into law on September 12, 2012 and will roll back public employee pension benefits. Learn what it really does and doesn’t do and what impact this will have locally.

Topic 3: Keys to a successful residential lending process
Zachery Adam
, Loan Officer; Chase Bank
Learn how, as your agency’s financial guru, you can help your employees take advantage of the “tight” loan market.

Capitola Jade Street Park
Main Room (831-475-5935)
4400 Jade St Capitola, CA 95010

TBD [for special dietary needs, call (831) 420-5055 or (831) 420-5053]
Dessert included
Includes Beverages

$25-CSMFO/CMTA members; $40-non- members payable to: CSMFO–City of Watsonville

Complete the registration form on pg2 & submit with payment to: CSMFO- City of Watsonville
DUE BY: Tuesday, October 23, 2012 (end of day)

If time does not allow for your payment to be received, you can email or fax the completed registration form to or (831) 420-5312 or call (831) 420-5053 to hold a spot.

Cancellations received after October 23 & “no shows” will be charged in full (no refund/credit).