2025 Annual Weekend Training Seminar

Lorena Quijano CPA MPA Related Seminars and Products

Retired Finance Director

City of West Hollywood

Michael Coleman Related Seminars and Products

CSMFO Fiscal Policy Advisor, Founder

CaliforniaCityFinance.com

Michael Coleman is a leading expert on California local government revenues, spending and financing.  He is the creator of CaliforniaCityFinance.com, and the California Local Government Finance Almanac, an online resource of data, analyses and articles on California municipal finance and budgeting.  He is the principal fiscal policy advisor both to the California Society of Municipal Finance Officers (CSMFO) and, for over twenty years, to the League of California Cities.  Michael is a popular presenter at graduate schools and conferences and is the author of numerous articles and references, including the California Municipal Revenue Sources Handbook, and – as co-author with Mike Multari, Ken Hampian and Bill Statler – the Guide to Local Government Finance in California, published by Solano Press.  An experienced city fiscal officer, Michael previously worked for the cities of San Mateo, Milpitas, Daly City and Sacramento.  He received his BA in Policy Analysis from UC Davis and his MPA from the University of Southern California, and is a graduate of the Coro Fellows Program.  In February 2013, the California Society of Municipal Finance Officers honored Michael with its Distinguished Service Award for dedicated service and outstanding contribution to the municipal finance profession.

Kelley Donaldson Related Seminars and Products

Community Affairs Manager

Monte Vista Water District

Kelley Donaldson, Community Affairs Manager for Monte Vista Water District, has 27 years of experience in community engagement, public affairs, and media relations. She began her public sector career with the Rancho Cucamonga Fire District, where she developed community programs, executed a variety of events, lead the agency’s community engagement effort, as well as served as the District’s Public Information Officer and media relations coordinator. Kelley joined the Monte Vista Water District in 2018, where she manages water use efficiency, community engagement, customer communications and legislative advocacy programs. She earned her bachelor’s degree in Communications: Public Relations from California State University, Fullerton and recently earned Accreditation in Public Relations from the Public Relations Society of America.

AJ Wilson Related Seminars and Products

Senior Advisor

ICMA & California League of Cities

Tim Seufert Related Seminars and Products

Managing Director

NBS

Tim Seufert is a longtime member of CSMFO and a Managing Director at NBS, a firm supporting many cities, special districts and counties across California.  Tim has particular expertise in revenue tools including  fees, taxes, benefit assessments, and others. He speaks and teaches on such financial topics at the League of California Cities, CSDA, MMANC/MMASC, and CSMFO. He earned his MPA from San Francisco State University and has a Bachelor of Science degree from the University of Southern California in Finance and German language studies.  He is a registered Municipal Advisor.  

Jose A Vera Related Seminars and Products

Managing Director

Raymond James

José A. Vera is a Managing Director in the Pasadena public finance office of Raymond James.  Over his 25-year public finance career, he has helped finance the growth of numerous communities in California and Nevada.  José’s public financing experience includes land-secured/development finance, utility enterprise revenue finance, general obligation bonds, and lease revenue financings for cities, counties and special districts.  José is a board member of the California City Management Foundation.  He is past President of the Rotary Club of Los Angeles, one of the nation’s largest community service clubs and currently serves as the Vice Chairman of the Rotary Club of Los Angeles Foundation.  José earned his degree in Economics and a Minor in Mechanical Engineering from the Massachusetts Institute of Technology.  His professional licenses include Series 7, 50, 53, and 63.

Bill Statler Related Seminars and Products

Retired Director of Finance & Information Technology

City of San Luis Obispo

Bill Statler served as the Director of Finance and Information Technology for the City of San Luis Obispo for 22 years, and for 10 years as Finance Officer for the City of Simi Valley before that.  Under his leadership, the City of San Luis Obispo received national recognition for excellence in its financial planning and reporting systems.  Bill has also played a large leadership role in the municipal finance profession.  He served on the Board of Directors of the League of California Cities in 2009-10, and as President of the League’s Fiscal Officers Department in 2002-03.  He was President of the California Society of Municipal Finance Officers (CSMFO) in 2001, and served on its Board of Directors and as a Chair and Senior Advisor on several committees.  Additionally, he served as a member of the California Committee on Municipal Accounting and on the GFOA’s Budget and Fiscal Policy Committee.  In 2011, Bill was awarded CSMFO’s Distinguished Service Award for dedicated service and outstanding contribution to the municipal finance profession; and in 2012, he received Cal-ICMA’s Ethical Hero Award for his services to the City of Bell in the aftermath of well-publicized scandals.  After 37 years of public service, Bill retired from the City of San Luis Obispo in May 2010.  In the “third act” of his career, Bill continues to be deeply involved in the municipal finance profession as a consultant, trainer, and writer, including co-authoring the Guide to Local Government Finance in California, which has gained wide recognition as the industry standard on this topic.

Jay Goldstone Related Seminars and Products

Retired Chief Operating Officer and Chief Financial Officer

Jay Goldstone has served as a Special Advisor to the Mayor of the City of San Diego, overseeing the redevelopment of six contiguous blocks in the heart of downtown San Diego, including the City’s Civic Center from November 2022 until February 2025.

Prior to that he was the Interim Chief Operating Officer for the City of San Diego from December 2020 to October 2022 responsible for day to day operations of the City, a position he previously held from 2007 to 2013.

Prior to rejoining the City, he was a Managing Director, Public Finance Group, Mitsubishi UFJ Financial Group (MUFG) from October 2013 until January 2020. Mr. Goldstone has had a successful 40-year career in municipal government in financial and executive capacities. He has held such positions as Chief Operating Officer and Chief Financial Officer for the City of San Diego, CA; Director of Finance for the City of Pasadena, CA; Manager of Finance for Maricopa County, AZ; Interim City Manager and Director of Finance for the City of Richmond, CA; and Deputy Director of Finance for the City of Santa Clara, CA.

Mr. Goldstone has served on the Board of Directors of the Municipal Securities Rulemaking Board and was Chair of the Board from October 1, 2012 to September 30, 2013. He served as a Commissioner on the California Debt and Investment Advisory Commission for seven years, as Chair of the League of California Cities Revenue and Taxation Committee for one year and has served as Co-Chair of the California State Treasurer’s Task Force on Bond Accountability and as a technical advisor for the GFOA Debt Policy Committee.

Mr. Goldstone received a Bachelor's degree from the University of Minnesota, a Master's degree in Public Administration from Arizona State University, and a Master's degree in Business Administration from Santa Clara University.