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Tuesday, October 15
 

12:30pm PDT

State Board Meeting
Interested in becoming a CMRTA board member or hold an appointed position? Come to our State Board meeting and talk to us about being a part of this core group of people who make these conferences possible!

Tuesday October 15, 2019 12:30pm - 5:00pm PDT
South Park

4:00pm PDT

Conference Registration
The conference registration table is the place to pick up all of your conference materials.




Tuesday October 15, 2019 4:00pm - 6:00pm PDT
Cortez Ballroom Foyer

5:30pm PDT

 
Wednesday, October 16
 

7:45am PDT

First Timers Breakfast (G, I)
If you are new to your position or this is your first CMRTA conference you don't want to miss this session. Board members will be on hand to share with you how to take it all in. With three busy days ahead you will want to learn all you can. This relaxed session allows you to mingle with other first timers and make new connections for the days ahead. Continental breakfast will be provided.  

Wednesday October 16, 2019 7:45am - 8:45am PDT
North Park

8:00am PDT

Conference Registration
The conference registration table is the place to pick up all of your conference materials.




Wednesday October 16, 2019 8:00am - 5:00pm PDT
Cortez Ballroom Foyer

9:00am PDT

General Session
Roll call business meeting, swearing-in of 2020 officers, presentation of Certified Revenue Officer certificates, President’s speech, and State Officer reports.

Wednesday October 16, 2019 9:00am - 10:15am PDT
Cortez I & II

10:15am PDT

Welcome Speaker
Wednesday October 16, 2019 10:15am - 10:30am PDT
Cortez I & II

10:30am PDT

Networking Break
Wednesday October 16, 2019 10:30am - 10:45am PDT
Cortez Ballroom Foyer

10:45am PDT

Keynote: How All Members Play a Critical Role in Your Rock Band (M, I)
Speakers
avatar for FRANK CARSON

FRANK CARSON

Director of Recreation, City of El Cajon
Frank Carson currently serves as the Director of Recreation for the City of El Cajon and as the Region 5 Representative (encompassing San Diego, Imperial, Orange and parts of LA County) on the state board for the California Park & Recreation Society (CPRS) as well as the CPRS Administrator’s... Read More →


Wednesday October 16, 2019 10:45am - 11:55am PDT
Cortez I & II

12:00pm PDT

Lighthouse Luncheon
This luncheon recognizes the cities that have won CMRTA’s 2019 Lighthouse award.




Wednesday October 16, 2019 12:00pm - 1:00pm PDT
Hillcrest

1:05pm PDT

FTB Audit - How to work the Data to Capture Revenue! (B, C, H, L)
Franchise Tax Board Audit - Learn how to capture the revenue in your city! The class will cover the Legislation governing the program, what the data contains, how to work the data, number of notifications to send, notifying your council, the different responses you'll get and how to handle, and enforcement processes

Speakers
avatar for CORINNE HOFFMAN

CORINNE HOFFMAN

Business Tax Supervisor, City of Garden Grove
Corinne started as an entry level customer service representative in 2001 with the City of Huntington Beach. Corinne became involved in CMRTA in 2005, earned a promotion to Senior Accounting Technician in 2006, and became a CMRTA Certified Revenue Officer in 2007.  She worked her... Read More →
avatar for Shawn Horning

Shawn Horning

Finance Coordinator, City of Orange
Hello, I'm Shawn. I am a Certified Revenue Officer and have been with the City of Orange for over 20 years. I have experience in Field Investigations, Franchise Tax Board Audits, and also discovering new sources in revenue. I currently serve as Division 3 Secretary with intentions... Read More →


Wednesday October 16, 2019 1:05pm - 2:00pm PDT
Cortez I & II

2:00pm PDT

Networking Break
Wednesday October 16, 2019 2:00pm - 2:30pm PDT
Cortez Ballroom Foyer

2:30pm PDT

Marijuana is Legalized, New Challenges? (B, H, L)
Marijuana is legal now, but has the marijuana industry followed the laws or are they still operating in illegal ways in order to avoid taxes and fees as a way to increase profits? This course will discuss the current status of the industry, what a legitimate legal marijuana operation looks like as well as some of the current trends the industry is using to maximize their profits.

Speakers
avatar for DEVIN CHASE

DEVIN CHASE

Devin Chase retired as a police lieutenant in December of 2014 from the Torrance Police Department in Southern California, after a 32+ year career in full-time law enforcement.Devin was a veteran narcotics investigator, with over ten years of narcotics experience working as an investigator... Read More →


Wednesday October 16, 2019 2:30pm - 3:55pm PDT
Cortez I & II

2:30pm PDT

What is Leadership and How to Grow (M)
Examining the skills and qualities that help define good leaders and ways to incorporate those into personal growth.

Speakers
avatar for Brent Gesch

Brent Gesch

Graduate of San Diego State University with a degree in Applied Design.I have been involved in a number and variety of companies through my career, from self-employment to small mom-and-pop shops to multi-million dollar, multi-national companies, in areas of manufacturing, research... Read More →


Wednesday October 16, 2019 2:30pm - 3:55pm PDT
Cortez III

4:00pm PDT

Business License 101 (B, C, G, H)
Learn the basics of the business license industry. What's the purpose, what governs it, what is considered business activity as well as who needs one and who doesn't.

Speakers
avatar for CORINNE HOFFMAN

CORINNE HOFFMAN

Business Tax Supervisor, City of Garden Grove
Corinne started as an entry level customer service representative in 2001 with the City of Huntington Beach. Corinne became involved in CMRTA in 2005, earned a promotion to Senior Accounting Technician in 2006, and became a CMRTA Certified Revenue Officer in 2007.  She worked her... Read More →


Wednesday October 16, 2019 4:00pm - 5:00pm PDT
Cortez III

4:00pm PDT

Mobile Food Facilities (B, C, G, L)
  • When/should cities be sending sidewalk vendor applicants to the Health Dept?
  • Do all food and beverage vendors need Health Dept approval?
  • What type of documents/permits should cities be asking the applicants to furnish from the Health Dept to ensure they have been approved.
  • Cities will not issue a Sidewalk Vending Permit until Health Dept approval is confirmed. When does the Health Dept inspect their cart/mobile facility?
  • Are applicants required to furnish any city documents/permits to the Health Dept (business license?)

Speakers
avatar for JOEL WRIGHT

JOEL WRIGHT

Supervising Environmental Health Specialist, County of San Diego
Joel Wright is a Supervising Environmental Health Specialist for the County of San Diego Department of Environmental Health. He began working as an Environmental Health Specialist with the County of San Diego in 2007. He supervises Environmental Health Specialists who perform a variety... Read More →


Wednesday October 16, 2019 4:00pm - 5:00pm PDT
Cortez I & II

5:30pm PDT

Opening Night Reception - Hosted by MuniServices
MuniServices is graciously hosting the opening night reception for continued networking with colleagues in a casual environment. This is a great opportunity to catch up with old friends and make some new ones.

Sponsors
avatar for MuniServices

MuniServices

MuniServices
Thank you to MuniServices for sponsoring the Opening Night Reception on Wednesday!


Wednesday October 16, 2019 5:30pm - 6:30pm PDT
Kensington Terrace
 
Thursday, October 17
 

8:00am PDT

“How Do I Become a CRO?” (G, I)
This class walks you through the process of becoming a Certified Revenue Officer, including step by step instructions on filling out the application, documentation of experience and details about the CRO exam. This class will help prepare you to take the exam at a later date.

Speakers
avatar for Irma Navarro

Irma Navarro

Revenue Officer, City of Gilroy


Thursday October 17, 2019 8:00am - 8:15am PDT
Hillcrest 2

8:00am PDT

Conference Registration
The conference registration table is the place to pick up all of your conference materials.




Thursday October 17, 2019 8:00am - 12:00pm PDT
Cortez Ballroom Foyer

8:15am PDT

How Does a Bill Become a Law? (L)
If you are lost in the realm of the legislative world this session is for you. This will be a general overview of what will be presented in the Legislative Update. You have the opportunity to develop questions to make the Legislative Update more interactive and beneficial to you and your organization.  

Speakers
avatar for BRENDA NARAYAN

BRENDA NARAYAN

Director Government Relations


Thursday October 17, 2019 8:15am - 9:15am PDT
Cortez I

9:15am PDT

Legislative Update (L)
Fran Mancia brings us the latest news and updates on proposed and adopted legislation from Sacramento that can affect our cities. This class continues to be one of the most popular classes because of Fran’s ability to present legislation and its ramifications in an easy to understand way.

Speakers
avatar for FRAN MANCIA

FRAN MANCIA

Vice President - Government Relations
avatar for BRENDA NARAYAN

BRENDA NARAYAN

Director Government Relations


Thursday October 17, 2019 9:15am - 10:30am PDT
Cortez I

10:30am PDT

Networking Break
Thursday October 17, 2019 10:30am - 11:00am PDT
Cortez II/III

10:30am PDT

Associate Hall Open
Come see the latest hardware, software, and tools on display from our associate members. Talk to associates about the latest trends in their field and how they can help your city increase revenue. It’s a great venue in a casual environment, as well as lots of fun with raffles and giveaways. Don’t forget your business cards!

Thursday October 17, 2019 10:30am - 1:30pm PDT
Cortez II/III

11:00am PDT

PCI Compliance & Cyber-security Threats (L, G)
“Someone stole my credit card (the dark side of credit card processing) and PCI Compliance”
Essential PCI requirements for the Business Operation side  of your organization and the latest scams involved with credit card processing.

Speakers
avatar for KENT MORRIS

KENT MORRIS

Kent Morris has over 20 years of professional experience in the areas of investments and treasury management.  Mr. Morris holds a Bachelors of Science from University of California, Davis and a Masters of Business Administration from California State University, San Diego.  He has... Read More →


Thursday October 17, 2019 11:00am - 12:00pm PDT
Cortez I

11:00am PDT

SB998 - Water Disconnection for Delinquency (C, L, M, H, O)
Overview of SB998's impact on water service disconnections and required compliance actions.

Speakers
avatar for JIM CIAMPA

JIM CIAMPA

Attorney, Lagerlof, Senecal, Gosney & Kruse, LLP
James D. Ciampa, a managing partner with the firm of Lagerlof, Senecal, Gosney & Kruse in Pasadena specializes in representing public agency water suppliers and mutual water companies.  He followed SB 998 as it moved through the State Legislature and provided comments and suggested... Read More →


Thursday October 17, 2019 11:00am - 12:00pm PDT
Hillcrest 2

12:05pm PDT

Associate Member Appreciation Lunch
Associates are valuable partners in our organization, and they help us make these great conferences possible. This luncheon is our way to say “Thank You!” to the associates.

Thursday October 17, 2019 12:05pm - 1:30pm PDT
Cortez II/III

1:00pm PDT

Associate Member Presentations/Drawing
Come see the latest hardware, software, and tools on display from our associate members. Talk to associates about the latest trends in their field and how they can help your city increase revenue. It’s a great venue in a casual environment, as well as lots of fun with raffles and giveaways. Don’t forget your business cards!

Thursday October 17, 2019 1:00pm - 1:30pm PDT
Cortez II/III

1:35pm PDT

AB626 Microenterprise Home Kitchens (B, C, G, L)
What is a Micro-enterprise Home Kitchen Operation (MEHKO), and in what CA jurisdictions are they currently approved to operate? What types of operations does this new law allow?

Speakers
avatar for JOEL WRIGHT

JOEL WRIGHT

Supervising Environmental Health Specialist, County of San Diego
Joel Wright is a Supervising Environmental Health Specialist for the County of San Diego Department of Environmental Health. He began working as an Environmental Health Specialist with the County of San Diego in 2007. He supervises Environmental Health Specialists who perform a variety... Read More →


Thursday October 17, 2019 1:35pm - 2:20pm PDT
Hillcrest 2

1:35pm PDT

Discovering Unregistered Businesses (B, C)
Have you thought of new ways to gain additional revenue for your agency? Learn the ins and outs of tax collection, compliance, and enforcement methods. This presentation explores discovering additional revenue through field inspections, collection methods, and ways you can hunt for leads without leaving your desk

Speakers
avatar for Connor Duckworth

Connor Duckworth

Project Manager, HdL Companies
Mr. Duckworth has over ten years experience working for both state and local municipalities and providing political consulting to candidates on many races and referendums. As a project manager, he is responsible for the development and implementation of business license, tax, and... Read More →


Thursday October 17, 2019 1:35pm - 2:20pm PDT
Cortez I

2:20pm PDT

Networking Break
Thursday October 17, 2019 2:20pm - 2:35pm PDT
Cortez Ballroom Foyer

2:40pm PDT

Ask the Executive Team (M)
Have you ever wanted to know what it takes to be a City Manager or Finance Director? Do you have a question you’ve always wanted to ask a CM? This is the perfect opportunity to get to know the credentials required, hear highlights of their cities, their work that has been accomplished, and field any question that you might have! Join us in this riveting round-table discussion.

Speakers
avatar for TRACY MCCRANER

TRACY MCCRANER

Tracy McCraner has worked in Public Finance for 32 years. She has been with the City of San Diego, currently as the City Comptroller and Finance Director for 28 of those 32 years starting after graduating with an accounting degree from SDSU. She has also been the Finance Director... Read More →
avatar for BRENDA WISNESKI

BRENDA WISNESKI

Brenda brings over 28 years of professional planning practice and extensive experience in all phases of municipal planning. Twenty years have been spent within coastal cities, currently serving as Development Services Director for the City of Encinitas.  Prior to this she was employed... Read More →
avatar for MARCELLE ROSSMAN

MARCELLE ROSSMAN

Deputy CEO, SDCERS
Marcelle Voorhies Rossman is the Deputy Chief Executive Officer of the San Diego City Employees’ Retirement System (SDCERS) providing defined benefit retirement services to employees of the City of San Diego, the San Diego Unified Port District, and the San Diego County Regional... Read More →


Thursday October 17, 2019 2:40pm - 4:00pm PDT
Cortez I

4:05pm PDT

E-Commerce and Allocation of Sales Tax (C, H, L)
This is an overview of Sales and Use Tax Laws, including recent law changes, geared towards City and County Officials. We will break down the components of the sales and use tax collected and show you where that money goes. We will discuss the difference between sales and use tax. We will also go over some examples of transactions to determine which city or county will receive the local taxes collected. 

Speakers
avatar for KATHLEEN CHADWICK

KATHLEEN CHADWICK

Kathleen Chadwick has worked as a sales tax auditor for the State of California for 26 years. Prior to working with the State she worked in both public accounting and private industry, so she understands taxes from both sides of the table. She is currently in charge of local outreach... Read More →


Thursday October 17, 2019 4:05pm - 5:00pm PDT
Hillcrest 2

4:05pm PDT

Records Requests (PRAR) – What’s the law? (G, L)
Fiscal impacts to your agency of the public records act. Best practices, trends and new laws that will impact your budget.

Speakers
avatar for DIANE GLADWELL

DIANE GLADWELL

President, Gladwell Governmental Services, Inc.
Diane Gladwell has assisted over 200 California local governments with records management, electronic records management, e-mail, records retention, and document imaging programs (ECMS) and elections management.Diane has been the President of Gladwell Governmental Services, Inc. for... Read More →


Thursday October 17, 2019 4:05pm - 5:00pm PDT
Cortez I

6:00pm PDT

President's Reception - Hosted by HdL
We are fortunate to have HdL host our popular President’s Reception again this year. Share your thoughts on the conference so far with old and new friends and network with each other kicking off our fun night ahead.

Exhibitors
avatar for HdL

HdL

The HdL Companies is a pioneer and leader of auditing, operations, and revenue solutions for public agencies.HdL partners with over 500 government agencies in 11 states and has recovered more than $2 billion in revenue for our clients.Founded by local government leaders, HdL maintains... Read More →


Thursday October 17, 2019 6:00pm - 7:00pm PDT
Hillcrest I

7:00pm PDT

Annual Banquet and Costume Contest
Thursday October 17, 2019 7:00pm - 10:00pm PDT
Cortez II/III
 
Friday, October 18
 

8:30am PDT

Cannabis Trends, Tax Compliance, & the Impacts of Hemp on Cities (B, H, L)
Since the passage of Prop 64 cities in California have dealt with the fiscal impacts and benefits of allowing cannabis business in their community. This presentation will discuss how cannabis trends have evolved and changed the landscape of local municipalities. Furthermore, we will discuss the lessons learned from the implementation from the collection of taxes, cash handling, the challenges of tax apportionment, the impacts of delivery services on retail store revenues, Mergers & Acquisitions and the red flags of projecting revenues from cannabis operations in the budget process. Finally, we will examine how the “Impacts of Hemp” will reshape the economic development of cannabis businesses in California.

Speakers
avatar for Dave McPherson

Dave McPherson

Compliance Director
David McPherson is the Compliance Director for HdL Companies. Prior to joining the firm, David served 28 years in local government for the County of Orange and the cities of Newport Beach, San Jose and Oakland.  David is recognized in California as one of the leading experts in cannabis... Read More →


Friday October 18, 2019 8:30am - 10:00am PDT
Cortez I

10:00am PDT

Break
Friday October 18, 2019 10:00am - 10:15am PDT
Cortez Ballroom Foyer

10:15am PDT

Exchange of Expertise and Conference Wrap-Up (B, C, G, H)
Speakers
avatar for Irma Navarro

Irma Navarro

Revenue Officer, City of Gilroy


Friday October 18, 2019 10:15am - 10:45am PDT
Cortez I

10:50am PDT

State Board Meeting - Open to All
Interested in becoming a CMRTA board member or hold an appointed position? Come to our State Board meeting and talk to us about being a part of this core group of people who make these conferences possible!

Friday October 18, 2019 10:50am - 12:30pm PDT
Cortez I