2nd Annual Statewide CaLBOC Conference
"Transparency and Dialog in Action"

May 10, 2013
Keynote Speakers:
• Bill Lockyer, State Treasurer
• Joan Buchanan, Assembly Member

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CaLBOC Presenter Bios

May10.2013bios.pdf

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Communication and Responsible Expenditures:

The Keys to Maintaining Public Trust in School Bond Programs
In 2013 CaLBOC celebrates five years of fulfilling its twin purposes of providing support to local bond oversight committee members through training, while also advocating for them at the legislature on items of common interest. This year’s conference delivers multiple perspectives on some of the most contentious issues currently affecting school bond construction programs.
    Capital Appreciation Bonds (CABs) have been a hot topic since national news reports on the Poway School District broke in 2012. Joel Thurtell, a former reporter for the Detroit Free Press, provides background on how the story evolved. Assemblywoman Joan Buchanan (D-San Ramon) will discuss AB-182, the bill currently working its way through the legislature that seeks to deal with this issue. Finally, State Treasurer Bill Lockyer will discuss efforts his office has undertaken to control this issue until legislation arrives.
     From the standpoint of how things look for a School District we have two long time District executives with Santa Ana Unified. Santa Ana is one of the 50 largest school districts in the country, and 6th largest in California. Michael Bishop recently retired after 16 years with the District as CBO, while Joe Dixon is the Assistant Superintendent, Facilities & Governmental Relations for SAUSD. In addition, Joe is also the current Chair of the Coalition for Adequate School Housing (CASH), the largest lobbying/advocacy group for the school facilities industry in the state.
    Rounding out the event will be a discussion with Attorney Kevin Carlin on the use of the lease/lease-back school construction method. This approach has been both lauded for its ability to provide districts with a stream-lined development process by some while it has been vilified as a way to avoid competitive bidding by others.

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SPEAKER PRESENTATIONS:
Michael Bishop and Joe Dixon, Santa Ana Unified School District: School District's View of Accountability in School Facilities Program   •   
DixonBishop_ppt.pdf

Kevin Carlin: The Pros & Cons of Lease Leasebacks
CarlinPresentation.pdf
www.CarlinLawGroup.com

Joel Thurtell: Breaking the CAB Story:

JoelThurtell2013.pdf
www.joelontheroad.com
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MEDIA COVERAGE:
Nan Austin reporter for Modesto Bee, ON CAMPUS: School Bonds That Bind:
www.modbee.com/2013/05/11/2711120/on-campus-school-bonds-that-bind.html
Nan Austin reporter for Modesto Bee,
ON CAMPUS: A Map to the School Bond:
www.modbee.com/2013/05/15/2717741/a-map-to-the-school-bond.html
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Theresa Harrington, reporter for Bay Area News Group (BANG) posted Youtube videos from conference:
www.youtube.com/watch?v=o7moBjmPYCU
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Kevin Dayton's website/blog:
www.laborissuessolutions.com/2013-annual-conference-of-california-league-of-bond-oversight-committees-highlights-current-controversies-on-municipal-bond-sales-for-schools-and-high-speed-rail/
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Joel Thurtell, Reporter and Blogger: We need a federal ban on CABs:
www.joelontheroad.com/?p=10608
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California League of Bond Oversight Committees

Second Annual STatewide Calboc Conference • 2013

A G E N D A

9:00 to 10:00 am - Doors Open, Refreshments Available

10:00 to 10:15 am
Introduction: Michael Day

10:15 to 11:00 am
Michael Bishop and Joe Dixon,
Santa Ana Unified School District: School District's View of Accountability in School Facilities Program

11:00 to 11:15 am - Break

11:15 am to 12:00
Assembly Member Joan Buchanan:
Co-author of AB 182 - Limits Bond Debt Ratio
“School Facilities Financing”

12:15 to 1:00 pm
Lunch with Keynote Speaker:
State Treasurer Bill Lockyer


1:00 to 1:15 - Break

1:15 to 2:15 pm
Kevin Carlin:
The Pros & Cons of Lease Leasebacks


2:15 to 3:15 pm
Joel Thurtell:
Breaking the CAB Story


3:15 to 3:45 pm
Michael Day: Closing


$50 per person, includes lunch & refreshments


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CaLBOC Would Like To Thank Our
Generous Conference Sponsors:
Kern Taxpayers Association
Senator Jean Fuller
Howard Jarvis Taxpayers Association
Anton Jungherr
Rockwood Consulting
Total School Solutions
Linda Ruiz-Lozito • WildcatArts.com
Contra Costa Community College District
Pleasant Hill Taxpayers Association

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