Carol Huller
Carol Huller, a Vice President of ACS, has extensive experience in the field of arbitrage compliance for tax-exempt bonds. Carol's specialization in this field is broad with great depth in variety of areas including: legal and tax analysis related to arbitrage compliance and elections in conformance with the IRS Code and Regulations; arbitrage rebate computationsfor all bond issue types; arbitrage rebate software design, installation and training; transferred proceeds allocation calculations involving refunding issues; specialized expertise related to student loan bond issues, commercial paper, TANs, TRANs, BANs and single family housing bonds; uncommingling and accounting methodology as it relates to arbitrage compliance; investment valuation as it relates to arbitrage compliance; feasibility analysis of rebate exceptions; spending exception calculations for 6-month, 18-month and 2-year, yield restriction calculations; etc.
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Doug Pahnke
Doug Pahnke, a Financial Manager for ACS, is responsible for gathering the required bond documents and investment information necessary to begin the arbitrage rebate computations. Doug works directly with clients and other consultants to prepare the arbitrage computations. Doug also has the responsibility for scheduling the completion of all computational work, and advising issuers on all aspects of arbitrage compliance. Doug manages all the Production Accounting Managers. In addition, Doug is ACS's Computer and Security Systems Manager. Doug also is responsible for all customer service and marketing in Texas.
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Martha Marshall
Helping government and non-profit organizations achieve exceptional performance and results
"Public organizations are a vital force in shaping the future. I work exclusively with public and non-profit organizations and draw upon nearly 25 years of experience as a public sector manager and internal consultant. I understand the limitations and constraints public officials work under, but I also see the possibilities for achieving positive results. Working with public organizations is highly challenging, engaging and immensely gratifying for me."
Martha Marshall is a management consultant who specializes in helping government and non-profit organizations improve performance and achieve results. She works with innovative organizations that are implementing results oriented systems for strategic and operational planning, citizen engagement, budgeting, performance management and performance reporting.
Martha Marshall is a frequent speaker, writer, consultant and trainer on the topic of managing for results and performance measurement. Her clients include The Urban Institute, ICMA, the National Civic League, the Minnesota Citizens League, the Sloan Foundation, the VA Institute of Government and numerous city, county and state governments. She worked for Prince William County VA as Managing Consulting Supervisor and helped the County develop its nationally recognized system for measuring and managing results. Her research and work in citizen engagement was featured in an article she co-authored titled "21st Century Community Focus: Better Results by Linking Citizens, Government, and Performance Measurement" which was published in the November 1999 issue of ICMA's Public Management Magazine. She is co-author of the facilitator's handbook for the University of Vermont's video series "Managing for Results: The Key to More Responsive Government". Martha is a member of the National Council of the American Society for Public Administrations' (ASPA), serves as a fellow of its Center for Accountability and Performance (CAP) and is a past president of the Northern Virginia chapter.
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Harry L. Oestreich, CGFM
Harry has over 40 years of experience in budgeting and accounting in both the private and public sectors. He has held positions as an Accountant for the State of Washington, Assistant Accounting and Treasury Manager for the City of Bellevue, Senior Financial Analyst for the City of Redmond and Chief Financial Officer for the City of Snoqualmie, as well as Controller and Vice President of Finance positions in the private sector. Harry has been involved in teaching several classes on GASB 34 reporting and GASB 9 - Cash Flow for WFOA and PSFOA. He has also been active with the Puget Sound Finance Officer Association, serving on their board for many years. Harry holds a Bachelors degree in Accounting and Computer Science from the University of Washington and an MBA in Finance from Seattle University. He is a long time PFO and also holds the Certified Governmental Finance Manager (CGFM) certificate.
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Christie M. Hazlett
Christie Hazlett has worked for the State Auditor's Office for five years. During that time, she has managed financial, legal and federal compliance audits of local governments in Thurston, Lewis, Grays Harbor and Pacific County's. She has a BA in accounting and currently provides technical accounting and auditing assistance to the auditors and local governments. Additionally, she has developed and taught classes for the State Auditor?s Office, WFOA and Law Enforcement Agencies. These classes have covered all facets of accounting, internal controls, and legal compliance. Christie, also has developed, implemented and maintained resource guides and databases for the auditor's office. Prior to her employment with the State Auditor's Office, Christie's experiences included eight years of internal auditing in the private sector and eight years of service with the federal government.
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Phillip Parks
Phillip Parks has been with the Washington State Auditor’s Office for seven years. He is currently working on the local government support team and helps local governments and state auditors with accounting and auditing issues. Phill supervised the audit of the first entity to implement GASB 34 in the State of Washington. He has also published an article on risk based auditing for Municipal Research & Services Center. He received his bachelor’s degree from Western Washington University and completed a Graduate Certificate Program in Accounting at the University of Washington. This is Phill’s second career. He was previously a development chemist in private industry and has three patents in polymer chemistry on thermoset adhesives.
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Christy S. Raske
Christy Yost is from the State Auditors Office. She is part of the Local Government Support Team. Her primary responsibility is to prescribe local governments uniform budgeting, accounting, and reporting system (BARS), while providing technical support and training. Christy has been with the State Auditors Office over 10 years, working on various audits and projects.
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Joseph R. Dervaes
Joe is the Audit Manager for Special Investigations at the Washington State Auditor's Office where he is responsible for managing the agency's Fraud Program. He specializes in employee embezzlement fraud within all state agencies (170) and local governments (2400) in the state of Washington. He monitors all fraud audits throughout the state and has participated in the investigation of approximately 450 cases involving losses of almost $10 million in the past 19 years.
Joe received his Bachelor of Science Degree from the University of Tampa (Florida) in 1963 with majors in both accounting and business administration. He completed graduate studies at Air University, Maxwell Air Force Base, Alabama, in Comptrollership (1975) and Military Science (1977). He is a Certified Fraud Examiner (CFE), a Certified Internal Auditor (CIA), and a retired United States Air Force Lieutenant Colonel. His audit experience includes 20 years with the Air Force Audit Agency and 19 years with the Washington State Auditor's Office.
Joe is the fraud audit training instructor for the Washington State Auditor's Office, and the author of the agency's "Fraud Audit Manual", and the following agency training courses: "Fraud Detection and Development", "Fraud Auditing Update", "Computer Fraud", "Cash Count Procedures", and "Interviewing Techniques". He received the agency's "Outstanding Employee Award" in 1986, 1988, and 1999 (2).
Joe is very active in the Association of Certified Fraud Examiners (CFE). He is a Life Member, Fellow, Chairman of the Board of Regents, and an adjunct faculty member. He is also the author of the Association's "Cash Receipts and Disbursements" fraud training course, and a contributing author of the Second Edition of the "Fraud Examiners Manual". He received the Association's "Distinguished Achievement Award" in 1995. As a nationally recognized author, Joe's profile and articles on "Big Switch: The Check-for-Cash Substitution Scheme", "Cash Disbursement Frauds -- Treasury Funds Are The Target", "All Wired Up -- Electronic Funds Transfers are Prime Fraud Targets", and a regular "By-Line Column on Fraud's Finer Points" have been published in the "The White Paper", the Association's international magazine. He is also the founding President of the Pacific Northwest Chapter of the Association and a frequent speaker at chapter fraud seminars and conferences.
Joe writes "Fraud Tips" articles for the newsletter of the Municipal Treasurer's Association of the United States and Canada, is a member of the Accounting, Automation, and Internal Controls Committee, and received the organization's Service Award for 1996. He is the author of the Association's manual on "Techniques for Identifying and Preventing Fraudulent Schemes" and helped develop its "Internal Controls Checklist".
Joe presents fraud awareness seminars to both auditors and management officials of governmental entities and professional associations throughout North America.
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Barton Potter
Barton Potter is a native of Longview, Wash., and graduated with a degree in journalism from Western Washington University in Bellingham. He worked the first dozen years of his communications career as a reporter, sportswriter and editor, including five years at The Olympian. He worked eight years for the Department of General Administration, the last several as communications director, and in 1999 he accepted a job as communications director for State Treasurer Mike Murphy.
Bart advised the student newspaper and taught journalism during a 10-year association with South Puget Sound Community College, and now teaches and advises student journalists at Saint Martin's College.
Bart has presented Friendly Writing to state agencies, community college groups, private companies and at the 2002 WFOA conference in Yakima.
Bart and his wife, Greta Gustavson, a first-grade teacher, are raising their granddaughter, Brooklyn, who will be 4 in April.
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Michael Buschmohle
WHEN PEOPLE WANT TO COMMUNICATE WELL they often turn to Michael Buschmohle. Since 1980, he has videotaped and critiqued some 16,000 presentations of clients in banking, insurance, high tech, sales, law enforcement, government, education, healthcare, judicial system, and nonprofits.
His speech-coaching clients have appeared on Oprah, Good Morning America and the Today Show. He's written speeches for the Chief Justice of the Supreme Court in Washington State, CEOs, executives at Microsoft, and politicians. He's coauthor of The Effective Executive's Guide to PowerPoint 2002 an artist and cartoonist. An instructor at Bellevue Community College and City University, he teaches an MBA communications course each quarter in Beijing, China.
He's creator of Performance Mapping, a performance appraisal system used internationally, as well as being a former hospital training director and personnel specialist. And he's a former Catholic priest and retreat master. In 1981 he founded and is president of APPLAUSE! Associates in Sammamish, Washington. He has conducted training in 39 states, Canada, Mexico, and China.
BACKGROUND AND EDUCATION
After three years studying Advertising Art at Wayne State University in Detroit, he earned a B.A. in Philosophy from the Congregation of the Passion Academic Institute, Chicago and an M.A. in Theology from Catholic Theological Union, Chicago (degrees earned in preparation for the priesthood). He also has extensive study of business, management, sales and marketing, radio and television broadcasting, business writing, advertising, psychology, graphic art, music, dance, cartooning, speech, and voice. He is a former President of the Board of Think First of Washington, a nonprofit dedicated to helping children reduce head and spinal cord injuries through education. Married, with a teenager and a 22-year-old, his life has been featured on Seattle television.
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Lela D. Pumphrey
PhD - University of Missouri-Columbia,1984
MBA - Arkansas State University,1973
BBA - University of Southern Mississippi,1968
Certified Public Accountant,
Idaho (1989), Mississippi (1969), Arkansas (1970)
Certified Management Accounting (1981)
Certified Internal Auditor (1986)
Certified Government Financial Manager (1995)
Teaching Experience:
Idaho State University
Professor, 1992-Present
Associate Professor, 1988-1992
Acting Associate Dean, 1989-1991
University of Arkansas at Little Rock
Assistant Professor, 1984-1985
Visiting Assistant Professor, 1984-85
Stephens College, Columbia, MO
Member of Faculty, Part-time, 1983-1984
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Jeff Nave, Foster Pepper & Shefelman PLLC
Jeff Nave's practice emphasizes municipal finance, municipal tax and securities law. He has spoken and written frequently on municipal securities topics and is chairing a securities law panel for the National Association of Bond Lawyers. He has substantial experience representing local governments and other public issuers in Washington, Idaho and Montana in connection with the issuance of tax-exempt bonds and with transactions involving federal tax credits. In addition, Jeff represents investment banking firms as underwriters' counsel on numerous transactions.
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Hugh Spitzer, Foster Pepper & Shefelman PLLC
Hugh Spitzer is a municipal and public finance lawyer who works with jurisdictions throughout the state in financings for housing, water, wastewater, sewer, solid waste, transportation, school and government administrative facilities. His experience includes a broad range of revenue and general obligation financings as bond counsel, underwriter?s counsel and letter-of-credit bank counsel. Hugh also has a state constitutional law practice, and teaches state constitutional and local government law at the University of Washington School of Law.
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Gary Grossman
Gary has been with the Department of Revenue for 24 years, including the last 17 years with the Taxpayer Services Division.
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Edward Cebron
Ed Cebron is the Vice President and co-founder of FCS GROUP, a solutions-oriented financial and management consulting firm with offices in Redmond, WA and San Francisco, CA. He serves as the Director of the firm's Utility Rates and Finance Program and his 25 years of consulting experience encompasses well over 600 financial and rate-related studies for cities, special purpose districts and counties throughout Washington and the western U.S. He also served for seven years as a Commissioner at Woodinville Water District. He has a B.S. in Engineering Science from Harvard University and an M.S. in Infrastructure Planning and Management from Stanford University.
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Alexandra Johnson
No Information Available
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Brad White
Brad White, a licensed CPA, is the federal Single Audit Coordinator for the Washington State Auditor’s Office at the Pullman field office. Brad has audited federal grants at various state agencies, colleges, and local governments. Brad’s recent responsibilities included supervising the State of Washington Single Audit and the Washington Education System Single Audit Pilot project. Prior to working for SAO, Brad was employed at Casper College in Casper, Wyoming where he worked in federal financial aid programs. Brad graduated from the University of Wyoming with a degree in Accounting and pursued his master’s degree in Accounting from Weber State University in Ogden, Utah.
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Jeanette Hahn
No Information Available
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Lindsay Sovde
Seattle Northwest Securities
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Hugh Spitzer
Foster Pepper & Sheffelman
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Mike Bailey
Mike Bailey has worked in local government finance since 1980 and is the Finance Director for the City of Redmond. His work experience includes serving as finance director for the City Wenatchee, City of Renton, City of Everett and the City of Lynnwood, as well as a Washington parks district. Mr. Bailey is a former president of the Washington Finance Officers Association (WFOA) and at the present time serves on the Government Finance Officer Association (GFOA) Executive Board. He has also served as a member and Vice Chair of the GFOA Budget and Management Committee, and currently as a representative for the GFOA’s Streamlined Sales Tax Project as well as the SST Governing Board. Mr. Bailey earned his degree in Business Administration and a MBA from the University of Puget Sound.
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Ryan Pitroff
No Information Available
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Lesa Williams
No Information Available
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Davis, Robynne
No Information Available
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Tom Gould
No Information Available
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Herta Ingram
No Information Available
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John Maxwell
No Information Available
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Shawn Koorn
Shawn Koorn is a Financial Rate/Analyst with HDR Engineering Inc. Shawn has extensive experience in developing water, wastewater, electric, natural gas, and solid waste cost of service studies, as well as developing financial planning models and rate designs. He has performed cost of service studies for several municipal clients in the Northwest. Some examples are the City of Tacoma, City of Marysville, and the City of Richland. In addition, Shawn has worked across the United States for several large utilities such as the Monroe County Water Authority in New York, Utah’s Jordan Valley Water Conservancy District, Mesa Consolidated Water District in California, and the City of Norfolk Virginia.
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Angie Sanchez
B.S. Business Administration
Angie Sanchez is a senior project manager for FCS GROUP with over 13 years of experience. Angie has provided financial services for water, sewer, stormwater, solid waste and electric utilities. Her project work includes multi-year financial planning, cost of service studies, rate design restructuring, capital/infrastructure planning, funding alternatives, cost benefit analyses, reserve analysis, and community education and involvement. One of Angie’s strengths is her extensive background providing financial services to clients throughout the United States, thereby giving her the ability to offer alternative methodologies to clients suited to their unique needs. She is often asked to speak at state and national professional conferences. Angie is a member of the American Water Works Association (Rates and Charges Subcommittee and Standards Committee); the Washington Finance Officers Association, and the Oregon Municipal Finance Officers Association.
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Cil Pierce
Cil Pierce has over 20 years of experience including consulting with small to large municipalities for 8 years. Cil has worked as a management analyst for 10 years at a moderate sized Washington State city, directed a non-profit organization, and worked within Washington State governmental agencies and other non-profit organizations. Through her breadth of experience in the variety of organizations and management level positions, Cil has developed the skills necessary to assist clients with the myriad of issues they face in providing service to their customers; from developing and managing program, project and operating budgets, funding capital projects, developing utility rates or fees, managing projects, to communicating complex concepts in an easy to understand manner. She is currently the senior project manager at HDR Engineering, Inc.
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Tracey Benson
Economic & Engineering Services, Inc.
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Trisha Tubbs
SoftResources LLC
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Karen Brandon
No Information Available
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Paul E. Glick
PAUL E. GLICK conducts financial management training courses nationwide for representatives of state and local governments including elected officials, various state and national associations, and certified public accounting firms. Previously he was the program manager of the financial management program, Governmental Training Division within the Carl Vinson Institute of Government at the University of Georgia in Athens, GA. He managed the financial management program and served as a course instructor for local government officials, participates in various seminars for state and local government officials and elected officials and developed many of these training programs.
Paul also worked for the Government Finance Officers Association (GFOA) in Chicago, IL. At GFOA he served as lead instructor for governmental accounting and financial reporting training programs and worked with the GFOA Certificate of Achievement Program. Glick is the author/editor of 14 GFOA publications including the Financial Reporting Series and was a contributing author of GFOA's 1988 Governmental Accounting, Auditing and Financial Reporting publication. In addition, he has co-authored five other books. Glick has a B.A. degree in economics and a master's degree in school business management from Northern Illinois University. He is a certified school business official in Illinois and a registered school business official with the Association of School business Officials (ASBO), and he has served on many state and national advisory committees concerning governmental accounting and financial reporting.
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Robynne Davis
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TBA
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John W. Merina
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Dan Underwood
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Jim Chase
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Tracey Dunlap
Financial Consulting Services Group, Inc.
Tracey Dunlap is a principal and shareholder in FCS Group with twenty years of professional experience, including fifteen years of consulting. An industrial engineer registered in the State of Washington, Ms. Dunlap focuses on cost allocation and fee analyses, utility rates, and organizational and management reviews. She has worked with jurisdictions throughout the Northwest to develop and implement cost recovery and fee strategies and improve organizational efficiency and effectiveness.
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David Findlay
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Anita White
Anita White served as the Budget Director for the City and County of Denver, and as Director of Management Services for Denver’s Department of Health and Hospitals. Currently, she is the Director of Cost Studies for the mountain states of Maximus. She has conducted management studies, revenue alternative reviews and revenue strategies in multiple states for the last 18 years. She conducted various presentations at the GFOA, Michigan League of Cities, National League of Cities, to name a few.
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Dan Edds
Dan Edds has been involved with conducting and managing projects with numerous counties and cities involving process analysis and modeling cost processes. He has published work for The Journal of Cost Management and has been a Contributing Editor for School Planning & Management. In addition to his articles, he has published a book on the role of Activity Based Costing and Management for Public Sector organizations.
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Sharon Richard
CTP, VP & Regional Manager - Government Banking
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Gail Heinselman
CTP, Vice President
Government Banking Relationship Manager
U.S. Bank
Gail has over 23 years in the banking industry. Her career started at the Seattle Branch of the San Francisco Federal Reserve Bank. She brings more than a decade of experience and knowledge of the public sector customer base and a strong background of Treasury Management services to the table. Her success in working with the public sector clients is her respect and appreciation for them.
She says, “The people are engaging and demonstrate a strong personal commitment to peer education and training. This is evident at the many seminars and conferences I attend.”
Gail is also a member of U.S. Bank’s Northwest Team that has won the Team of the Year award, throughout the entire footprint, for the third year in a row.
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Vicki Erickson
CTP, VP - Treasury Management Services
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Paul Wentink
VP - Government Banking
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Ted Wittren
CTP, VP - Treasury Management Services
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John Carpita
Professional and Other Affiliations:
- Tau Beta Pi
- American Society of Civil Engineers
- Professional Engineer - Montana (1972-1984)
- Professional Engineer and Land Surveyor-Idaho (1975 to present)
- Idaho Association of Land Surveyors (1975-1986)
- Professional Engineer - Washington (1986 to present)
- American Public Works Association
- Washington State Association of County Engineers
- National Association of County Engineers
- American Water Works Association
- Institute of Transportation Engineers
- Water Environment Federation
Experience:
- Municipal Research and Services Center, Public Works Consultant - January 1996 to present
- City of Issaquah, Washington, Capital Projects Team Leader & City Engineer - September 1986 to January 1996
- Project Management Services - Hayden Lake, Idaho, Owner - April 1985 to September, 1986
- Kootenai County, Idaho, Capital Projects Administrator & County Engineer - May 1979 April 1985
- City of Mountain Home, Idaho, City Engineer - January 1977 to May 1979
- Alpha Engineers, Inc. - Pocatello and Mountain Home, Idaho, Civil Engineer - May 1975 to December 1976
- Tumpane Company, Inc. - Glasgow Air Force Base, Montana, Civil Engineer - April 1974 to April 1975
- City of Anaconda & Deer Lodge County, Montana, City/County Engineer and Building Inspector - July 1973 to April 1974
- Clete Daily & Associates, Planning Projects Manager and Engineer- Helena, Montana - April 1972 to June 1973
- Morrison-Maierle, Inc., Design Engineer, Helena and Bozeman, Montana - January 1969 to March 1972
- Montana State University , Part-time Employment - 1965 to 1970
- Bureau of Public Roads, Summer Employment - 1965 to 1968
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Nancy Woods
Nancy Wood is currently the Contracts & Purchasing Manager of the City of Lynnwood. She has been recognized for leadership in the successful implementation of the City of Everett financial software.
Nancy has been an outspoken supporter of cooperation between governments and have participated in a number of collaborative efforts including establishing an e-group for public purchasing officials, OSP’s Bid Partnering Program, and Statewide Vendor Registry. In 2001, she was honored as the president of the Pacific Northwest Public Purchasing Association. Currently she is a Member of ISM (formerly the National Association of Purchasing Management), NPI (National Purchasing Institute), and PNPPA (Pacific Northwest Public Purchasing Association).
- 1977 Hired by City of Everett
- 1979 Promoted to Buyer
- 1990 Promoted to City of Everett Purchasing Manager
- 1992 Achieved certification as a Certified Purchasing Manager
- 1997 Achieved Lifetime certification as a Certified Purchasing Manager
- 2001 President of the Pacific Northwest Public Purchasing Association
- 2004 Became City of Lynnwood’s Contracts & Purchasing Manager
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Christopher Cortines
Audit Manager - WA State Auditors Office
Aside from being a licensed CPA, Chris Cortines is currently the Audit Manager for the Washington State Auditor’s Office, where he has worked since March 1993. He conducts and supervises the audit in the area of governmental accounting and finance, federal programs and compliance with state laws and regulations for local governments in the downtown Seattle area.
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Karyn Johnson
Senior Project Manager - FCS Group Inc.
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Peter Moy
Peter Moy is a senior project manager at FCS Group. He specializes in performance and operational reviews, cost of service studies, indirect cost allocation plans, and general municipal financial analyses. Mr. Moy has 30 years of experience working with public sector organizations and has previously worked as the Director of Legislative Audits for the Seattle City Council and as a management auditor for the General Accounting Office. As a consultant, he has worked on a variety of projects in the Northwest that involved organizational effectiveness, efficiency, and benchmarking.
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Greg Allison
CPA - University of North Carolina School of Government.
Gregory S. Allison, CPA, is an Assistant Director and Lecturer in Public Finance and Government with the University of North Carolina (UNC) School of Government, where he was named the Albert and Gladys Hall Term Lecturer for Teaching Excellence for the term 2002-2004. Mr. Allison has been on the faculty of the UNC School of Government since 1997.
Prior to joining the UNC faculty in Chapel Hill, Mr. Allison was a former Assistant Director of Technical Services Center of the Government Finance Officers Association (GFOA) of the United States and Canada in Chicago, Illinois. In this capacity, Mr. Allison assisted in the administration of the GFOA’s Certificate of Achievement for Excellence in Financial Reporting program and Popular Annual Financial Reporting program. He lead extensively on behalf of GFOA at national and state-level training seminars on a variety of accounting and financial reporting topics. He is the author of two GFOA publications, A Preparer’s Guide to Note Disclosures and Accounting Issues and Practices: A Guide for Smaller Governments. Mr. Allison began his governmental career as an auditor of governmental and non-profit clients with the international firm Deloitte Haskins and Sells. He, then, served as Finance Director of the City of Morganton, North Carolina, for five years prior to joining the GFOA. Mr. Allison continues to contribute numerous articles to professional journals and publications, serves on GASB and GFOA task forces, and conducts numerous national seminars on an annual basis. His emphasis of expertise is in the area of accounting, financial reporting and cash management. He was awarded the Outstanding Conference Speaker Award by the North Carolina Association of Certified Public Accountants (NCACPA) in both 2000 and 2001, and was named the NCACPA’s Outstanding Member in Government Award in 2000-01. He serves on the Board of Directors of the NCACPA and currently is chair of their Government Accounting and Auditing Committee. Mr. Allison earned his Bachelor of Art’s Degree in Accounting from North Carolina State University in 1984.
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Alison Ratliff
HDR/EES, Inc.
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Tim Hume
HDR/EES, Inc.
Tim Hume has managed numerous planning and construction projects for various types of public utility clients. He's written specs, designed projects, provided construction management, and has contributed to successful funding applications. From small town to large utility projects, Tim has developed his project management and funding skills from these experiences. He'll share organizational skills and tips, along with the tried and true methods of successfully funding capital projects.
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Nestor Newman
CPA - State Auditor's Office
Nestor works in the State Auditor’s Office’s Quality Assurance area assisting in monitoring the consistency of SAO’s policies and procedures, and identifying/making recommendations on how to tackle emerging issues, and assisting in building positive relationships with contractors and audit clients. Additionally, he is a Program Manager providing oversight of SAO’s audits of Housing Authorities, Port Districts, Public Facility Districts and Public Development Authorities. Previously, he was the Audit Manager for SAO’s Team Lynnwood responsible for the local government audits in Island, Snohomish and Northern King counties. Nestor has been with the State Auditor's Office over 24 years. Prior to joining the State Auditor's Office, Nestor worked for a national CPA firm and the U.S. General Accounting Office. Nestor is a graduate of the University of Idaho with degrees in Economics and Accounting. Nestor is currently a member of the WSCPA’s Government Auditing and Accounting Committee and WPPA's Finance Committee.
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Jim Larson
No Information Available
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Terry Dale
No Information Available
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Chris Gagnon
No Information Available
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Karen Beatty-Lee
No Information Available
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Yvette Lizee-Smith
No Information Available
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Sue Melvin
No Information Available
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Sandi Broughton
No Information Available
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Janice Roderick
No Information Available
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Glenn Helms
Glenn L. Helms, Ph.D., was the Arthur Young Fellow in EDP Auditing at the University of Houston. His particular area of expertise is in Information Systems Auditing, which has been the subject of much of his research. He has published numerous articles in both academic and practitioner journals. He has served on the editorial board of several academic and practitioner journals including the Journal of Information Systems. He is the author of three AICPA continuing education courses - Internal Controls in Computer Environments, E-Commerce: Controls and Audit, and IT and Internal Control: Reliable Reporting and Fraud Prevention. He has presented over 500 seminars to Fortune 500 companies, practitioners, academics, and various professional accounting societies.
Professor Helms is a member of the American Institute of CPAs, the American Accounting Association, the Information Systems Audit and Control Association, and the Institute of Internal Auditors. He has served on several AICPA Boards including the Specialization Accreditation Board and the Auditing Standards Board’s Computer Auditing Subcommittee. He has also served as Director of Certification for the ISACA’s Certified Information Systems Auditor program. He holds the CPA, CIA, and CISA designation. He has practiced public accounting, and provides consultation and litigation support services to both CPA firms and industry. He is a Professor of Accounting at Elon University.
Glenn Helms was recognized for excellence and outstanding commitment. He was honored the North Carolina of Certified Public Accountant’s (CPA) Don Farmer Award in 2004. Most recently, he was recipient of the prestigious 2005 American Institute of CPA Outstanding Discussion Leader Award and the 2005 North Carolina of CPA Outstanding Discussion Leader Award.
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Karen Brandon
Karen Brandon is a Senior Accountant/Grant Writer for the City of Redmond. She has been writing grants for 6 years in the area of parks, fire, police, natural resources, planning and finance. The city has successfully received over $1.7 million from the grants that she has written or edited during those record years. The grants have ranged in size from $1,200 to $637,000. At this time, Karen has not been involved in the transportation grants.Back to Training Schedule
Ken Harlow
Ken Harlow is a vice president and technical leader of Brown and Caldwell’s national asset management practice. He brings 25 years of infrastructure consulting experience and assists clients with both specific projects and with general business and organizational matters. He has served on a wide variety of infrastructure projects, specializing in financial and asset management. Ken developed Brown and Caldwell’s business case evaluation (BCE) analysis spreadsheet and has facilitated numerous BCEs for wastewater and water clients throughout the US. He analyzed a proposed relief interceptor project approaching final design as well as managed the preparation of eight simultaneous BCEs on regional plant assets for two California utilities. Ken also facilitated BCE training for King County under the Asset Management Program Development Contract.
Jane Lindsey has 15 years of experience in public finance, project management, and administration. Her skills include evaluating alternative financing methods for funding on-going operations and capital projects and providing assistance with government funding programs. Ms. Lindsey uses her technical expertise to develop a variety of financial and economic analyses including cost of service allocation studies, utility rate programs, and system development/connection fees for water, wastewater, stormwater, electric and gas utilities. Her experience also includes developing municipal bond feasibility studies and conducting benchmarking and operations analysis.
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Warren Cheney
For the past ten years, Warren Cheney has been assisting public sector clients to develop cost of service based user fees, indirect cost recovery and allocation, and financial policy and planning in the field of development regulations. In addition to his current position as a project manager for FCS GROUP, Warren has also been a senior economist for the City of Seattle Department of Design, Construction and Land Use.
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David R. Bean
David R. Bean joined the Governmental Accounting Standard Board (GASB) staff in 1990 as its first full-time director of research. He is currently the Director of Research and Technical Activities for Governmental Accounting Standard Board. Previous to working at the GASB, he was with Ernst & Young. Mr. Bean also was the Director of the Technical Services Center of the Government Finance Officers Association and worked for the state comptroller's office in Illinois.. He holds a B.S. degree from Illinois State University and is a CPA.Back to Training Schedule
Kathy Harm
In her role as Director of Retiree Health Programs, Kathy Harm is responsible for assisting employers in understanding the problems associated with retiree health care coverage and in designing solutions to these problems. Kathy has become recognized as a knowledge resource in the emerging area of public sector retiree health programs. Prior to her 22 years of experience with ICMA-RC, she worked in state and local government. She holds a B.A. degree from Syracuse University and holds the CFP® designationBack to Training Schedule
Jennifer Winkler
Jennifer Winkler is the City Records Manager for the City of Seattle. Hired in September 2001, Jennifer is responsible for the development and implementation of a City-Wide Records Management Program for the City of Seattle and its 35 departments. Her expertise includes developing retention schedules for each department, establishing city-wide policies and procedures for best records management practices, developing a vital records program, offering files management assistance, consultation on records management issues as necessary and developing a compliance audit component.
Jennifer has also worked for the University of Washington Records Management Services and King County Archives and Records Management. She holds a BA in history and Masters in History with a certificate in Archives and Records Management, both from Western Washington University. Jennifer is a member of several Records Management organizations, and she has spoken locally and nationally on a variety of records management issues.
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Barbara Benson
Barbara Benson is the Director of Records Management Services and University Records Officer at the University of Washington since 1992. She earned a graduate degree in History/Archival and Records Management from New York University. She has worked as either Archivist or Records Manager for such diverse organizations as Chemical Bank; Trinity Church; New York City Department of Records and Info Services; Seton Hall University and the Archdiocese of Newark; and New York State Archives and Records Administration. She had been a regional advisor to local governments in New York State.
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Victoria Lincoln
Victoria Lincoln manages the Energy Project at AWC and is a lobbyist.
Her area of responsibility includes energy, telecommunications, general local government issues such as open public records, meetings and elections, building codes and pipeline safety. She has been with AWC over 12 years.
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Lynn Nordby
Lynn Nordby is senior project manager in MuniFinancial’s Bainbridge Island office. He is responsible for economic consulting studies, local improvement districts, arbitrage rebate calculations, municipal disclosure, and district administration services for agencies throughout Washington. Mr. Nordby comes to MuniFinancial with more than 30 years of public experience. He has most recently served more than 12 years as City Administrator for the City of Bainbridge Island.
Mr. Nordby’s public agency experience includes developing and implementing policies and procedures, growth management planning, water, sewer and natural gas utility operations and rate analysis, capital and operational budgeting, administering major capital projects, such as sewage treatment plants, city halls, public works operations facilities, public safety facilities and extensive water, sewer and natural gas systems.
Mr. Nordby holds a Bachelor’s Degree in Political Science from UCLA and a Master’s Degree in Public Administration from the University of Puget Sound. He is also an ICMA Credentialed Manager.
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Eric Christensen
Eric Christensen has over 10 years of experience in local government. Prior to joining the City of Newcastle, Eric worked for the City of Bellingham's Public Works Department as a budget/financial analyst and a fleet consultant with HDR Engineering, Inc. At the City, he was responsible for fleet management. Eric provided consultation on developing and managing a cost efficient fleet replacement program to customers and public works management. He has also presented Fleet Management topics at conferences and user groups. At HDR, Eric is responsible for performing financial analyses, cost of service and rate setting. He is currently the Budget Manager for the City of Newcastle. Mr. Christensen earned a Master of Arts in Public Administration at Seattle University.
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Bill DeRousse
Bill DeRousse has been a Fleet Manager for 37 years. With experience in both private and public fleet operations. He is currently the Fleet Manager for the City of Everett and Everett Transit, served for six years as the president of the Public Fleet Managers Association and now the information officer, serves as a committee chair with the Seattle chapter of NAFA, Appointed by the Governor of Washington State to the Governor's Safety and Health advisory board, A trustee with the University of Washington's engineering division, Technical advisor for a local Community Environmental Response Cooperative and serves on several national transit and vehicle committees. Bill is a national speaker in all areas of fleet management giving presentations through out the United States annually. Bill has an untiring desire to help other fleets improve their operations by sharing best maintenance practices.
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Linda Miller-Baldwin
Linda Miller Baldwin has been an employee of the state of Washington since 1989 and has worked in the Taxpayer Services Division for the last 15 years. Positions include Tax Information Specialist and supervisor in the Telephone Information Center. Most currently, she is working in the Taxpayer Information and Education Section. Duties include responding to letters of determination, writing guides and publications, and conducting speaking engagements and workshops. Ms. Baldwin is a graduate of Washington State University.
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Jane Lindsey
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Greg Overstreet
Greg Overstreet is Rob McKenna’s Special Assistant Attorney General for Government Accountability. He coordinates Public Disclosure Act and other open-government policy, legislation, and training. Greg serves as an “ombudsman” to the public to resolve open-government issues with state agencies and, when appropriate, local governments. He also assists state agencies with PDA advice and, on occasion, litigation.
Greg joined the AG’s Office in January, 2005. Prior to that, he was an attorney in the Olympia office of the Seattle-based law firm of Perkins Coie where he practiced PDA and regulatory litigation. In private practice, Greg represented mostly business-community trade associations but also represented the Senate and House of Representatives on specific matters. He is the Editor-in-Chief of the Washington State Bar Association’s forthcoming 22-chapter Public Disclosure Act Deskbook. Greg graduated from the University of Puget Sound School of Law. While at UPS, he served as an editor of the Harvard Journal of Law and Public Policy. He earned an undergraduate degree in Russian and East European Studies from the University of Washington. Greg is a native of Mt. Vernon, Washington.
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Herbert Neufeld
Herb Neufeld began his public finance career over 33 years ago. His investment banking experiences include computer structuring of general obligation, revenue, housing, and refunding bond issues. He has performed as the project director for numerous bond issues and types of bond issues for municipalities in many states. He has also been the financial advisor to municipal entities such as the Regional Transportation District (Denver), the Minnesota Housing Finance Agency, the North Dakota Housing Authority, and the agencies of the State of Tennessee.
Herb first joined U.S. Bank’s Government Banking Division in November of 2000. He is the lending officer, headquartered in Seattle, responsible for taxable and tax-exempt municipal portfolio lending for the Bank’s governmental clients in the states of Washington, Idaho, Montana, Alaska and Utah. He specializes in short-term and long-term notes and bonds as well as lease/purchase financings, lines-of-credit and letters-of-credit.
In addition to his position as a vice president of U.S. Bank's Government Banking Division, Mr. Neufeld is also a vice president of U.S. Bancorp Investments, Inc. He is a Registered Representative, and a Registered Principal, with the Securities and Exchange Commission (Series 7, 53, and 63). In this capacity, Mr. Neufeld is responsible for the origination of publicly-sold bond issues for U.S. Bancorp Investments, Inc., in all 24 states where U.S. Bank transacts business.
Mr. Neufeld is an alumnus of the University of Colorado with a B.S. degree in Business Administration (Finance major and Real Estate minor).
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Jerry Fay
Jerry is the National Program Director for Public Works for HDR Engineering, Inc and is responsible nationally for business development with local government. His career spans 39 years of service in the public and private sectors where he has been involved in public works management at the local and state levels of government. Jerry works extensively with local government agencies across the United States on public works infrastructure projects and one of his specialties is transportation finance. He is currently working with several agencies on developing transportation-financing programs for major projects.
Jerry has over 12 years of experience as the Director of the Washington State Transportation Improvement Board (TIB). His responsibilities included development of programs dealing with regional and statewide transportation issues. During his tenure he worked extensively with city, county and transit officials, the state legislature and the department of transportation on the improvement of Washington’s transportation system, leveraging multiple sources of transportation funding to initiate over 300 projects statewide with a total value exceeding $900 million. With a biennial budget of $260 million the TIB was directly responsible for eight grant programs that included federal as well as state funding programs.
He is a past national president of the American Public Works Association and has been a member since 1974. He currently is a member of the National APWA TEA-21 Reauthorization Committee that is now working on the implementation of the new federal program called SAFETEA-LU. He is a member of American Society of Civil Engineers and the Institute of Transportation Engineers. Jerry is a professional engineer in Washington and Arizona and a graduate of the University of Washington.
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Bruce Lund
Public Works Trust Fund (PWTF)Back to Training Schedule
Kate Rothschild
CTED, CERB - Economic DevelopmentBack to Training Schedule
Jeff Nejedly
Dept. of Ecology, SRF loans and Centennial Clean Water
Funds (CCWF) loans and grantsBack to Training Schedule
Noah Crocker
Office of State Treasurer, Lease and Purchase ProgramBack to Training Schedule
Nihat Dogan
B.S. EconomicsNihat Dogan is a project consultant at FCS GROUP. With over 16 years of professional experience, Nihat provides both Utility Rates & Finance and Management Consulting services. His expertise includes statistical modeling and forecasting, economic analysis, and financial planning and budgeting. He has performed several rate design and modeling, connection charge reviews, and revenue requirement and cost of service analyses for cities and districts. He has also analyzed the financial practices and procedures of a municipal public works department. Nihat is a member of the Institute of Management Consultants.
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Lee Vorhees
Bond Counsel - Foster Pepper & Shefelman
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Deborah Kuykendall
U.S. Bank - Corporate Trust Services
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Scott Woelfle
Scott Woelfle has worked for the Washington State Auditor's Office in the Walla Walla area for four years, both as a part of the Office’s Audit Support team and as a field auditor with the Tri-Cities local government audit team. His current focus is in the areas of compliance with auditing standards and providing technical information, quality assurance support and training for auditors/ local government entities. Scott holds an active CPA license in Washington and is a graduate of Iowa State University in Ames.
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Shirley Young
No Information Available
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Steve Gaidos
Steve Gaidos has provided underwriting and financial advisory services for the municipalities of the state of Washington for over 27 years. He has provided financial advisory and underwriting services for nearly all forms of municipal financing for cities, counties, fire districts, ports, school districts, hospitals, housing authorities, and special purpose districts.
Steve has been actively involved with local improvement district and municipal bond financing education for municipalities. He has conducted seminars on LID financing for the multiple conferences. He is also a co-author of the Association of Washington Cities LID-RID Procedures Manual and helped develop the “LID checklist” for the cities of Everett and Redmond that has been used as a model by cities statewide. Mr. Gaidos has a Registered Principal license with the NASD and has a Masters Degree in management and finance from Eastern Michigan University.
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Robert Spencer
Robert Spencer is a principal consultant in the Oakland Office of MuniFinancial’s Financial Consulting Services Group and has more than 15 years of infrastructure financing and impact fee consulting experience with local agencies throughout California. He is an economist with extensive experience assisting public agencies with the development of sound financial and economic policies. Much of his work is related to infrastructure financing and public services funding to serve a community’s growth or revitalization. Based on this expertise, Mr. Spencer has assisted agencies with land use policy, growth management, economic development, development impact fee programs and business regulation. Mr. Spencer has performed market studies that evaluated the effect of impact fees on specific development projects, and on the overall ability of a city to attract new development.
Mr. Spencer holds a Masters of Public Policy, Kennedy School of Government, Harvard University, with concentration in Urban Economic Development, and a Bachelor of Arts in Economics, Colorado College.
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Rod Kaseguma
Rod Kaseguma is a partner with the firm of Inslee, Best, Doezie & Ryder, P.S. His practice focuses on representation of cities, water-sewer districts and fire districts, with an emphasis on land use and environmental. He currently serves as the City Attorney for the City of Kenmore, an assistant City Attorney for the City of Lynnwood, special legal counsel for the City of Kirkland and the City of Bainbridge Island, general counsel for Eastside Fire & Rescue and several water-sewer districts, and legal counsel for the Washington Association of Sewer and Water Districts. In his 30 years of representing municipalities, he has worked on many LIDs and ULIDs of all types and sizes, such as street widening and improvement LIDs and separate area LIDs, and also has defended legal challenges to both the formation of LIDs and the levying of assessments in LIDs."
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Peter Detlefs
Peter Detlefs is a Project Manager in Financial Consulting Services at MuniFinancial, and works from the firm’s Oakland office. His financial and economic expertise in the field of local government includes development impact fees, fiscal impact analyses, and capital facility and infrastructure financing. Mr. Detlefs has a Bachelor of Arts from San Jose State University.
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Jack Warburton
Jack Warburton is a Senior Vice President and Northwest leader of Brown and Caldwell’s Business Consulting Practice, with over 35 years of extensive management and technical leadership experience in water, wastewater and surface water planning, design, construction, and operations. Over the last decade he has focused on the business aspects of utility operations including metric and business process benchmarking, alternative capital project delivery, organizational development, optimizing work practices, CIP program development, integrating new technologies and work processes to achieve service level enhancements, cost efficiencies, cost of service, rates and financing and asset management. He graduated with a Bachelor’s Degree in Civil Engineering at London University in 1965 and a Certified Professional Civil Engineer in various states.
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Darin Johnson
No Information Available
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Pat Mason
Pat Mason is a Senior Legal Consultant for Municipal Research Services Center. Pat began working for MRSC in March 1976 as a legal consultant.
He is a native of Seattle and graduated from the University of Washington in 1971. He also received his J.D. degree from the University of Washington in 1975. Pat supervises the consultant staff and oversees the work program for the consultants. He assists multiple associations on discussion of current legal issues affecting municipal government.
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Kyle Stannert
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LaDona Jensen
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Kathi Anderson
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Sarah Ortiz
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Scott Peterson
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Rich Prem
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Joan Wagnon
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Jim Justin
No Information Available
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Julie Murray
No Information Available
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Susan Gaffney
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Connie Poulsen
Connie Poulsen is the Director of Leadership and Management Education at Peninsula College. She came to the college from a 30 year career at Xerox Corporation. During her years at Xerox, Connie was responsible for the management of sales and profit as District Manager of Los Angeles. She also held the positions of Western Region Training Manager, responsible for sales and management training in the western U.S. and Manager of Customer Education for the United States, where her organization developed and
delivered training for customers. Her last position with Xerox was
Manager, Education Industry Marketing in which she had worldwide responsibility for marketing programs in the university sector.
Connie holds Bachelors and Masters Degrees in Business Administration from California State University, Long Beach. She also holds Marketing Management Certificates from Stanford University and Columbia University Graduate Schools of business. In 2001 she completed the University of British Columbia’s Executive Education seminar.
In addition to her six years of instruction for Peninsula College, Connie’s academic experience includes teaching business courses at Cypress Community College in Cypress, California.
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Jarrett Olson
Jarrett is a Treasury Management Consultant with eleven years of Treasury Management experience. During his career, Jarrett has been responsible for the successful cash forecasting, investment reporting, and wire transfer processing of billions of dollars during a given month. He also led and implemented a successful project to incorporate batch wire transfer processing with dual levels of approval prior to joining U.S. Bank. While at U.S. Bank, Jarrett has been a proven consultant who works closely with his clients in identifying, addressing, and following through on their banking needs.
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Susan A Keitges
Susan is a Government Banking Relationship Manager for U. S. Bank public entity customers located in Thurston County, WA. Susan has 37 years of banking experience, the past 16 years with U.S. Bank in a variety of roles. Susan is the Relationship Manager for DSHS and actively works with the management staff.
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Wendy Cole-Deardorff
Wendy is the Electronic Funds Transfer (EFT) Program and Accounting Services Manager for the Washington State Division of Child Support (DCS). She has over 20 years of experience in child support including collections, team supervision, Community Relations, cash processing, EFT program, and Accounting Services management. She is the statewide EFT coordinator for the division and participates on several national EFT workgroups with the federal Office of Child Support Enforcement and National Automated Clearing House Association (NACHA).
Wendy was on the core team responsible for development, implementation, and maintenance of Washington’s nationally recognized, award-winning Child Support Internet Payment Service and the stored-value debit card program.
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Greg Potegal
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Toni Nelson
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Duane Walz
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Susan Musselman
DashenMusselman,Inc.
Susan Musselman has provided financial advisory and debt underwriting services for municipalities in the Northwest since 1982. She has extensive experience developing financing plans, and has a broad understanding of state and federal law as they relate to municipal financing. Susan founded Susan D. Musselman, Inc., an independent financial advisory firm in 1996, to provide services to state agencies and local government issuers. Her firm was merged with another local financial advisor to form DashenMusselman, Inc. in September 2007. Her clients include the Office of the State Treasurer’s lease-purchase program (the “LOCAL Program”), four of the State’s universities, and several cities, counties and special purpose districts in the state.
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Wendy Kancianich
Wendy Kancianich has worked as a Lease/Purchase Specialist with the Office of the State Treasurer for the past year and a half as the equipment lead for the Lease/Purchase Program. Prior to joining the Debt Management team at the Office of the State Treasurer, Wendy worked as a Senior Treasury Project Manager at Cingular Wireless for 6 years. Since joining the Debt Management team, Wendy has worked with numerous state and local governments to achieve their financial needs through the state’s Certificates of Participation Program. Wendy attended Washington State University with a major in Public Relations and achieved Project Management Certification in 2002.
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Noah Crocker
Noah Crocker joined the Office of the State Treasurer in November of 2004 as a Lease/Purchase Program Specialist. Noah graduated from the University of Washington with a Bachelors of Arts degree in Business with an emphasis on Finance. Noah has worked in the State Lease Purchase Program and LOCAL Program as a real estate specialist for the past three years. Since joining the Debt Management team, Noah has participated in the issuance of approximately 230 million dollars worth of Certificates of Participation (COP’s) from 20 different COP sales for various State and Local Agencies. Noah has also participated and presented on many occasions at the various conferences held throughout the State regarding the Local Program as well as Debt Management. He is currently a member of the WFOA Education Committee and serves in varying capacities for other organizations.
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Jarrett Olson
Jarrett Olson is a Treasury Management Consultant with eleven years of Treasury Management experience. During his career, Jarrett has been responsible for the successful cash forecasting, investment reporting, and wire transfer processing of billions of dollars during a given month. He also led and implemented a successful project to incorporate batch wire transfer processing with dual levels of approval prior to joining U.S. Bank. While at U.S. Bank, Jarrett has been a proven consultant who works closely with his clients in identifying, addressing, and following through on their banking needs.
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Jim Petkovits
Vice President
ACH Education and Training Manager
Northwest Clearing House Association
Jim is the ACH Education and Training Manager for the Northwest Clearing House Association (NWCHA) and has over a decade of experience in Electronic Banking. NWCHA is a nonprofit trade association, providing over 190 financial institution, business and government agency members with education, training, marketing, technical and problem solving support for electronic payment systems and check clearing. Jim joined NWCHA in 2001, prior to that he was the Customer Service Manager for Bank of America’s ACH Regional Processing Center in Seattle. Jim is an Accredited ACH Professional, earning that designation in 1997.
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Leslie Koziara, ERMP
Leslie Koziara, ERMP
Office of the Secretary of State
Local Government Records Management Trainer
1129 Washington Street SE
Olympia, WA 98504-0238
lkoziara@secstate.wa.gov
Phone: 360-586-4893
Fax: 360-586-0368
Leslie Koziara began in the field of records management prior to the existence of Microsoft, and when typing skills were taught on typewriters and not keyboards. Since then, she has gained extensive management experience in both the public and private sectors, and continues working with the emerging technologies of today.
Leslie has worked “in the trenches” in records management, office administration and also in public disclosure. In working closely with attorneys and citizens while handling public records responses for a large state agency, she gained a full appreciation of the importance of public records and the management of informational assets.
Currently in her position as Local Government Records Management Trainer for Office of the Secretary of State, Leslie takes those “in the trenches” life experiences and helps others trying to meet the challenges of records and information management today.
Leslie was awarded an Electronic Records Management Practitioner (ERMP) certificate in April 2007, and is currently studying and hopes to sit for the Certified Records Manager (CRM) exam in the next year.
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Jennifer Verdugo
Jennifer Verdugo, Treasury Management Sales Consultant
17 years banking experience. 6 years with US Bank. Originally from Southern California. Moved to Seattle 6 years ago to accept position at US Bank managing customer service group dedicated to the bank's Government clients.Back to Training Schedule
Paul Wentink
Paul Wentink, Relationship Manager
Government Banking Relationship Manager in Washington State since 1979 and has worked at US Bank for over 15 years in that capacity. His customers are made up Governmental entities in western Washington, with the exception of the State and it's agencies. He is a native of the area and graduated from University of Washington.Back to Training Schedule
Neil Ihde
Biography - (pdf)
Neil Ihde is a speaker, lecturer, consultant and founder of Life IQ, LLC where he motivates groups and individuals to work, play, relate and live intelligently. He has worked with numerous managers, directors, corporate leaders, and teams to improve their personal and professional effectiveness. Neil's experience in the workplace includes small, medium, and large corporate environments as well as government, nonprofit, education, and entrepreneurial.
In addition to consulting with organizations such as Wal-Mart, Merrill Lynch, BASF, Sun, Girls Scouts and New York's Office of the Attorney General, Neil has also consulted internationally with clients from a dozen different countries.
Neil is a Certified Myers-Briggs Type Indicator® Consultant and has worked with many groups using this effective personality tool. His Myers-Briggs website can be found at www.typeiq.com.
Neil's academic background includes a B.A. in Psychology, a B.A. in Sociology and an M.A. in Counseling.
Neil and his wife Deb have two children and live in Appleton, Wisconsin
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