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June 25 − 27, 2017  |  Newport Beach

Location of Newport Beach

Location

Newport Beach, a coastal city in southern California, is known for its large, boat-filled harbor. Balboa Peninsula has 2 piers, Newport Beach Pier and Balboa Pier, plus the Balboa Fun Zone, an old-school amusement park with a Ferris wheel and ocean views. Local beaches include the Wedge, known for its big waves, and Corona del Mar State Beach. The Orange County Museum of Art exhibits modern and contemporary works.

Hyatt Regency Newport Beach Hotel

Hotel

Hyatt Regency Newport Beach
1107 Jamboree Road
Newport Beach, CA 92660

Book your room early by calling 1-888-421-1442 and asking for the CSDA rate! Room Rate: $179 plus tax includes complimentary self-parking. The room reservation cut-off is May 24, 2017, however room space is limited and is expected to sell out before that date.

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Food & Wine Reception

Join us for a food and wine sampling, prepared by the Hyatt Regency Newport Beach culinary team. We will keep our country inspired vibe from this morning’s keynote, Keni Thomas, going with food and entertainment with a country twist.


Speakers

Keni Thomas
U.S. Army Ranger Veteran of “Black Hawk Down” Mission

Get It On! What It Means to Lead the Way

Monday | 9:00 − 10:30 a.m.

The Ranger motto is Rangers Lead the Way. Leadership is the core of every skill developed as a Ranger. Leadership is not a position but rather an example set by every Ranger. Whether approaching the beaches of Normandy or the mountain ranges of Afghanistan, the world is made better when leadership is owned by each member of the team.

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Michael Grabow
CPS HR Consulting

Communication 360 Starts with YOU!

Tuesday | 9:00 − 10:15 a.m.

Communication 360 starts with you. Today too many people communicate with 180 degree forms of communication - the dump and run. If we desire to be fully effective in the things we do, we must choose to listen. In this session we will work on listening, mastering feedback, communicating within all channels at work, and understanding the situational awareness in any communication. Timing of when and what to say can be the difference between being seen as a contributor or simply a distraction.


Schedule

Sunday, June 25, 2017

Time Class
8:00 a.m. – 4:00 p.m. Special Pre-Conference Workshop: So You Want to Be a General Manager?
This is a practical career development workshop for senior executives and emerging leaders in special districts. This action-oriented workshop includes group and panel discussions on the journey, roles, and skill sets of a general manager; identifying general manager opportunities; developing positive relations with the board, staff, and peer agency executives; and leadership practices. Separate registration and payment required. Space is limited and on a first-come, first-served basis.
5:30 – 7:00 p.m. Ask the Legal Experts Sponsored by Richards Watson Gershon
Do you have a pressing legal question? Now is your chance to get it answered! Drop in for this informal opportunity to chat with attorneys from Richards l Watson l Gershon and get no-cost legal advice.
5:30 – 7:00 p.m. Welcome Reception with the Exhibitors and Registration
Come enjoy refreshments and networking with your fellow attendees and exhibitors. Embrace the Newport Beach lifestyle – feel the ocean breeze, don your favorite Hawaiian shirt, and kick back as you listen to Jimmy Buffet inspired tunes from our guitarist Bryce.

Monday, June 26, 2017

Time Class
8:00 a.m. Conference Registration Opens
8:00 – 9:00 a.m. Continental Breakfast with Exhibitors
9:00 – 10:30 a.m. Opening Keynote
Get It On! What It Means to Lead the Way
Keni Thomas, U.S. Army Ranger Veteran of “Black Hawk Down” Mission

The Ranger motto is Rangers Lead the Way. Leadership is the core of every skill developed as a Ranger. Leadership is not a position but rather an example set by every Ranger. Whether approaching the beaches of Normandy or the mountain ranges of Afghanistan, the world is made better when leadership is owned by each member of the team.

Keni Thomas’ stories of Task Force Ranger are extraordinary examples of leadership. And, the stories are not about Generals, Colonels or Captains. For example, Private David Floyd was in charge of one person that day - himself. But his leadership saved lives.

In the pace of life, it is easy to lose perspective on our value to others. Make no mistake: Your presence is crucial! The individuals to the left and right are directly affected by the result of your actions. Each team is a puzzle with invaluable pieces. Keni Thomas helps attendees see themselves in the light of extraordinary. It is a choice made by many each day to impact those around them.

It is the ultimate definition of LEADING THE WAY!

Breakout Sessions
10:45 a.m. – 12:00 p.m. Purpose & Productivity: How Special District Leaders Build a Winning Team
Erin Gihuly and Nick Janes, CV Strategies

Maximize productivity and foster stronger bonds in your district. This interactive session focused around building a winning team features collaborative exercises, real-time feedback, and actionable insight.

10:45 a.m. – 12:00 p.m. Crisis Mode: Practical Advice for Special District Leaders for Handling Board Disputes
Thomas Rice and John Brown, Best Best & Krieger LLP

Public sector group dynamics, especially amongst elected officials, are constantly changing. When it comes to Boards of Directors, changing composition, political disputes and personality clashes can distract from public business, damage a public agency’s image and in some cases, can even result in litigation. This session provides practical advice for handling Board conflicts while staying within the limitations of law.

10:45 a.m. – 12:00 p.m. Creating a Powerful Combination: Energy Project Financing
Nicki Tallman - Brandis Tallman, Bill Morton – Municipal Finance, and Michael Kerkorian – Utility Cost Management

Agencies all over the state are looking for sustainable ways to manage their energy load and reduce costs. The CSDA Finance Corporation has put together a panel of financing consultants and industry experts to discuss the different techniques for evaluating, financing, and implementing your district’s energy efficiency/renewable project. Topics covered will include common pitfalls to avoid when analyzing projects, as well as financing through traditional tax-exempt leases, clean renewable energy bonds (CREBS), and rebate programs.

12:00 – 1:15 p.m. Networking Lunch with Exhibitors
Breakout Sessions
1:30 – 3:00 p.m. How Your Board Can Set Clear Direction and Build Your District’s Future Around Its Core Priorities
Martin Rauch, Rauch Communication Consultants

Whether you call it identifying priorities, building consensus or strategic planning, every Board should map out clear direction around the District’s core priorities. Setting direction and clear priorities is a core Board responsibility that will guide your District to resolve key challenges and take advantage of important opportunities. This session will provide examples and tips on how the best Districts develop and implement core priorities. There will be opportunities for questions, answers and engagement among the participants and the seminar leader.

1:30 – 3:00 p.m. Officials and Staff Personal Devices - When are the Contents on Your Personal Device a Public Record?
Joan Smyth and Edward Kang, Kane Ballmer & Berkman

Many public officials and staff have personal devices – smart phones and tablets. Many of us use multiple devices. The question for a governmental agency and its officers/employees is, when is what we place on our personal device subject to disclosure under a Public Records Act Request?

1:30 – 3:00 p.m. Power of the Pen: How Leaders Create Effective Documentation in The Workplace
Kelly Trainer and Traci Park, Burke, Williams & Sorensen, LLP

Discussion on the creation of effective documentation for performance evaluations and discipline that will be effective in communicating to the employee and defending the district’s actions.

3:00 – 3:30 p.m. Break and Networking with Exhibitors
Breakout Sessions
3:30 – 4:30 p.m.
GM Innovations: Making Good Technology Decisions for Your District
Sloane Dell’Orto and Mac Clemmens, Digital Deployment

Whether you call it identifying priorities, building consensus or strategic planning, every Board should map out clear direction around the District’s core priorities. Setting direction and clear priorities is a core Board responsibility that will guide your District to resolve key challenges and take advantage of important opportunities. This session will provide examples and tips on how the best Districts develop and implement core priorities. There will be opportunities for questions, answers and engagement among the participants and the seminar leader.

3:30 – 4:30 p.m. Special District Leader’s Guide to Prevailing Wage Updates
Deborah Wilder, Contractor Compliance and Monitoring

Prevailing wage law in California is ever changing, come get the latest update on recent changes to the following: Review of thresholds for compliance; Exempt work- Agency staff, volunteers, CCC and students; and Concrete Deliveries covered by prevailing wage.

3:30 – 4:30 p.m. Development of Board Governance Guidelines: Ensuring Smooth Operations and Avoiding Liability
Dennis Timoney, SDRMA

The development of Board policy it is critical for the Board to understand the legal duty of governance as specified in the Government Code. Discussion regarding the General Manager's role is creating policy language for Board operations in line with California Government Coded language. Discussions will include specific statutory language found in California Special District law on Board organization and legislative duty.

Monday, 4:45 - 6:30 p.m. Food and Wine Experience Reception
Sponsored SDRMA

Join us for a food and wine sampling, prepared by the Hyatt Regency Newport Beach culinary team. We will keep our country inspired vibe from this morning’s keynote, Keni Thomas, going with food and entertainment with a country twist.

Tuesday, June 27, 2017

Time Class
8:00 – 9:00 a.m. Continental Breakfast with Exhibitors
9:00 - 10:15 a.m. General Session Keynote Communication 360 Starts with YOU!
Michael Grabow, CPS HR Consulting Sponsored by the Special District Leadership Foundation (SDLF) and CPS HR Consulting
Communication 360 starts with you. Today too many people communicate with 180 degree forms of communication - the dump and run. If we desire to be fully effective in the things we do, we must choose to listen. In this session we will work on listening, mastering feedback, communicating within all channels at work, and understanding the situational awareness in any communication. Timing of when and what to say can be the difference between being seen as a contributor or simply a distraction.
Breakout Sessions
10:30 a.m. – 12:00 p.m. The Balance (and Value) of Interagency Relationships
William Curley, Lozano Smith
The realities of governance in today’s marketplace often make understanding how the other local agencies you interact with “really” work as a valuable resource and assist you in accomplishing your goals. The delicate balance of stretching budgets, maximizing your assets, sharing services and contracting options is often underutilized and undervalued. Strategic coexistence with various agencies can benefit you economically and streamline processes. Conducted by a leading statewide law firm that uniquely represents special districts, municipalities and school districts, this workshop helps you better understand novelties and value of interagency relationships.
10:30 a.m. – 12:00 p.m. The GM Toolbox: Doing Business Contracts Yourself with Confidence
Heather DeBlanc, Liebert Cassidy Whitmore
Our districts frequently conduct business with third parties and need the proper building blocks to protect themselves from potential legal liability and financial risks. This interactive session will teach the meaning of those legal contract provisions so you can understand the potential legal exposure your district may have under a contract. You will receive a checklist and sample language that best protects your district when negotiating a contract. We will also discuss what to do when the third party refuses to negotiate. You will leave this session armed with the resources to confidently negotiate your own business contract.
10:30 a.m. – 12:00 p.m. Making the Pieces Fit: How Leaders Integrate Board Planning, Agency Direction, and Even their Own Evaluation
Brent Ives, BHI Management Consulting
So much of what you do as General Managers is integrated. A plan for putting them all together allows for you and your Board to develop and keep CLARITY…THE key word in management. The presenter will share how it all fits as well as how it also fits in with his recently published book, Fifty-Two Ways to be a Better Board. This breakout session is critical for your long-term success as a GM.
12:00 – 1:15 p.m. Networking Lunch
Breakout Sessions
1:30 – 2:45 p.m. Employment Relationships: What Every CalPERS Employer Should Know
Renee Ostrander, CalPERS
A plan for putting them all together allows for you and your Board to develop and keep CLARITY…THE key word in management. The presenter will share how it all fits as well as how it also fits in with his recently published book, Fifty-Two Ways to be a Better Board. This breakout session is critical for your long-term success as a GM.
1:30 – 2:45 p.m. Succession Planning: Be on the Crest of the Baby Boomer Wave
Kevin Hardy, Koff & Associates
Today succession planning is more critical than ever. For years, the retirement of the baby boom generation has been a looming economic threat. How many agencies are experiencing the retirement and/or resignation of employees from key or leadership positions and what is the impact? This session will guide you in the development of a succession planning strategy to deal with these issues and to ensure the sustainability of your agency. After attending this session, you will be able to: Understand the benefits of succession planning strategy; Identify the need for a strong succession planning strategy for your agency; and Outline the planning process for developing your own strategy.
1:30 – 2:45 p.m. Disruptive Behavior at Board Meetings: Balancing the Constitutional Rights of Citizens with the Duty to Conduct Meetings in an Orderly Manner
Sean DeBurgh and Scott Huber, Cota Cole & Huber LLP
Board Members and District Staff are occasionally required to address the disruptive behavior of citizens during Board Meetings. This session will address what pitfalls to avoid in dealing with disruptive parties and what are the more legally defensible options for maintaining order at meetings.
3:00 – 4:00 p.m. Closing Session
State Capitol Insights for District Leaders
Kyle Packham, CSDA Advocacy and Public Affairs Director
A mid-year, executive-level update on the most significant advocacy and public affairs issues facing special districts in the State Capitol. Learn about the challenges facing special districts, including the opportunities ahead and the threats lurking from behind.
4:00 p.m. Event Adjourns


Pricing CSDA members save the most − join now!

Early Bird - Registration Fees (on or before May 26) Registration Fees (on or after May 26)
CSDA Member: $625 CSDA Member: $675
Non-Member: $940 Non-Member: $1015
Guest of a CSDA Member: $185 Guest of a CSDA Member: $210
Guest of a Non-member: $280 Guest of a Non-member: $315

Pre-Conference workshop: So You Want to Be A General Manager? $100

You Can Bring a Guest Guest Fee (cannot be from a district or a company that does business with districts) Includes Welcome Reception, Continental Breakfast on Monday and Tuesday, and Food & Wine Experience on Monday for only $185 at the Early Bird price. See registration page for details.


Location

Event Location

Hyatt Regency Newport Beach

1107 Jamboree Road
Newport Beach, CA 92660


Hotel

Hyatt Regency Newport Beach

Room reservations are available at the rate of $179 plus tax, single or double occupancy by calling 1-888-421-1442 and asking for the CSDA rate. The CSDA room rate includes complimentary overnight self-parking. Room reservation cut-off is Wednesday, May 24, 2017, however, space is limited and may sellout before that date. Reserve your room today.

Transportation Schedule

For your convenience the Hyatt Regency Newport Beach offers complimentary transportation between the hotel, Orange County Airport, as well as great shopping and dining at Fashion Island and Balboa Island. The shuttle will begin at the following times.

Contact CSDA

California Special Districts Association
1112 I Street
Sacramento, CA 95814

1 877 924 2732 meganh@csda.net

Megan Hemming, Professional Development Director


We'd love to hear from you!