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California League of Bond Oversight Committees •


Friday May 10, 2013 from 9:00 AM to 4:00 PM PDT
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Pagoda Building
429 J Street
Sacramento, CA 95814

Driving Directions 
Conference facility located one block from the Sacramento Amtrak Station (4th and I)

Parking Garages:
Downtown Plaza Central (5th and J) $15 daily
Old Sacramento Garage (2nd and I) $13 daily


Michael Turnipseed, Conference Chairman 


Second Annual CaLBOC Statewide Conference 

• Keynote Speaker: Bill Lockyer, California State Treasurer
• Joan Buchanan, California Assembly Member 

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 streamlined development process by some while it has been vilified as a way to avoid competitive bidding by others.

CaLBOC Conference 2013: Transparency and dialog in action

A Special "Thank You!" from CaLBOC to Senator Jean Fuller

Conference Sponsors:

 Kern County Taxpayer Association

Senator Jean Fuller

Contra Costa Community College District

Government Financial Strategies Group

Anton Jungherr

Pleasant Hill Taxpayers Association

Rockwood Community Event Planning

Linda Ruiz-Lozito •

Tentative Schedule

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

10:00 to 10:15    Introduction:  Michael Day
10:15 to 11:00     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     Break
11:15 to 12:00       Assembly Member Joan Buchanan:  Co-author of  AB 182 - Limits Bond Debt Ratio
“School Facilities Financing”
12:15 to 1:00pm        Lunch with Keynote Speaker: State Treasurer Bill Lockyer
1:00 to 1:15         Break
1:15 to 2:15        Kevin Carlin: The Pros & Cons of Lease Leasebacks
2:15 to 3:15        Joel Thurtell: Breaking the CAB Story
3:15 to 3:45        Michael Day: Closing

The Mission of CaLBOC is to promote school district accountability by improving the training and resources available to California's Prop 39 school bond oversight committees, educating the state legislature, local school boards, and the public about the oversight and reporting power these Citizens' Bond Oversight Committees (CBOCs) have, and to advocate on a state level, where appropriate, on issues of common concern to all CBOCs.

Fed Tax I.D. # 26-3880716