Schedule

Attendee Schedule


Sunday, June 29, 2025

9:00 a.m. Refreshments and networking / 9:30 a.m. Shotgun start

Pre-Conference Golf

Join our sponsors and fellow attendees as we take in the beauty of Olympic Valley from the golf course. CSDA Business Affiliates Centrica Business Solutions and Umpqua Bank are hosting refreshments and networking at 9:00 a.m., followed by a 9:30 a.m. shotgun start.

To add this complimentary golf to your registration, email membership@csda.net. Space is limited, first-come, first served so please register early to ensure your spot. Registration is limited to district attendees only.




9:00 a.m. - 3:30 p.m.

Pre-Conference Workshop: So, You Want to be a General Manager?

Sponsored by Special District Leadership Foundation

Qualifies toward the completion of the SDLF Essential Leadership Skills Certificate program

Scott Carroll, CSDM, Costa Mesa Sanitary District

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 relationships with the board, staff, and peer agency executives; and leadership best practices.

*Additional registration/payment required.


Pre-Conference Workshop II: A Double Dose of Executive Skills: Executing on Strategic Planning and Winning at Public Outreach

Ryder Todd Smith, Tripepi Smith

This session will review two key areas that busy special district executives need to be adept at managing: strategic planning and public outreach. Strategic planning can bring your elected leaders along through a process to yield effective outcomes that will help you better manage the organization and the board. The morning session will focus on learning the key steps to conduct a strategic planning process and review various options to add to the process. Then, we will shift our afternoon focus to address misinformation and close the gap with your public on the critical work of your agency. The afternoon workshop will focus on how to make communications an asset in your agency and provide a high-level walk-through of how you can best manage your communication efforts.

*Additional registration/payment are required.


Red, White, and Brews Reception image

4:00 - 5:30 p.m.

Wine and Welcome Reception / Registration Open

Kick off your General Manager Leadership Summit experience at the Wine and Welcome Reception, offering the perfect opportunity to connect with your fellow general managers from across the state.  Raise a glass and toast to leadership, collaboration and inspiration at this year’s Summit – we cannot wait to welcome you!


Monday, June 30, 2025

8:00 a.m.

Conference Registration Opens


8:00 – 8:30 a.m.

Continental Breakfast with the Exhibitors


8:30 – 10:00 a.m.

John SpenceOpening Keynote: #Hashtag Worthy Leadership

Jon Petz, Hall of Fame Inspirational Speaker
Sponsored by Special District Risk Management Authority

If a member of your team were to describe you and your leadership in a hashtag — what would that look like? What qualities and characteristics rise to the top of hashtag-worthiness? That’s a difference-making question for many.

There has never been a more important time for leaders to step up and lead with passion and purpose. With compassion and creativity. With equity and empathy. In a world of constant change, disruption, and distraction — people want to feel seen, heard, and appreciated whether they are in-person or remote. While that can feel like a tall order for leaders — it all starts by identifying and delivering unique and memorable moments for your team members.

In this empowering message, leadership keynote speaker Jon Petz shares the kind of magic and meaning you can create for individuals and entire teams by adding simple moments of significance. By doing things a little differently. By cultivating an extraordinary human connection.

With impactful stories and engaging examples, Jon entertains and delights leadership audiences while delivering the ideas, insights, and how-to’s to ensure their leadership is far from average and instead deemed #HashtagWorthy.


10:30 – 11:45 a.m.

Breakout Session Options

From Goals to Greatness: Building Alignment Between Boards and Staff

Jacob Green, Jacob Green & Associates

Discover how strategic planning, goal setting, and performance evaluations foster alignment and partnership between boards and general managers, driving governance excellence and achieving impactful results for special districts.

Building a Rockstar Squad: Tips for Leveraging Your Agency’s Culture

Ryder Todd Smith, Christine Martin, Tripepi Smith
Scott Carroll, Costa Mesa Sanitary District

Attracting and retaining talent requires a strong culture and values. Panelists will share their insights into identifying, supporting and evolving the culture of your special district.

Fire Service Delivery Through Reorganization

Dane Wadle, CSDA
Michelle McIntyre, Placer County Local Agency Formation Commission
Steve Leighton, North Tahoe Fire Protection District
Cindy Gustafson, Placer County

In 2024, Meeks Bay Fire Protection District merged into the North Tahoe Fire Protection District, forming the expanded North Tahoe Fire Protection District on January 1, 2025. This reorganization enhances fire protection and emergency services in the region to meet increasing demands in the Tahoe Basin. The process involved negotiations with both the Placer and El Dorado Boards of Supervisors and approval from the Placer County LAFCO.


11:45 a.m. – 1:00 p.m.

Networking Lunch



1:00 – 2:15 p.m.

Breakout Session Options

Best Practices for Working with a Boss of Five

Brent Ives, BHI Management Consulting

Working for a multi-headed boss is often rife with challenges. Gaining and keeping clarity of mission and direction can be tough. The definition of 'success' for you can often be difficult to define. Come to this session to get from-the-field help from someone who has worked on both sides of the dais for more than 30 years.

Mastering Federal Grant Funding: Strategy & Essentials for Success

Kristi More and Heidi Schott, The Ferguson Group

Want to maximize your chances of winning federal grant funding for your district? Learn how to develop and implement a strategic approach to identifying funding opportunities, aligning them with your priorities, and securing the money. This session will also cover the federal grant cycle, key insights into federal funding trends and priorities under the new administration, and tips to best position your projects to compete successfully.

CalPERS State of the System

Randy Dziubek, CalPERS

Hear the latest developments, decisions, and outlook regarding the current pension climate from a leading representative of CalPERS, including the latest information and decisions regarding our asset liability management process.



2:45 – 3:45 p.m.

Breakout Session Options

Facilitated Performance Evaluations: A Better Approach for Enhanced Communication

Nelson Fialho, Renne Public Law Group, LLP (RPLG)

This session covers key points every General Manager and other Board Appointees should know about the facilitated performance evaluation process. Panelists will discuss their experiences with the annual process, including various formats and processes used to enhance communication and goal setting with their Boards.

Optimizing Special District IT Budgets: A Comprehensive Planning Guide

Shantae' Hansen, VC3

Information technology is a critical part of a municipality’s annual spending. It’s important for towns and cities to flesh out a fairly detailed IT budget to help uncover inefficiencies, save money, and better execute operational goals. In this presentation, we will talk about the essential components of an IT budget, tips on presenting IT budgets to council, and IT budgeting examples.

Bridging the Gap: Leadership Strategies for Managing Generational Differences in the Workplace

Jennifer Martinez, Hanson Bridgett, LLP

As Generation Z enters the workforce, Baby Boomers are exiting the workforce, and Generation X and Millennials are moving up into leadership positions—all of which creates the potential for inter-generational miscommunications, misaligned expectations, and friction.  This presentation will highlight the varying values, communication styles, work ethics, and technological comfort levels between different generations, emphasizing how understanding these differences is crucial for effective management, team collaboration, and employee engagement in a diverse workforce.



4:00 - 5:00 p.m.

Breakout Session Options

Blue Ribbon Leadership

Joshua Bonner, Coachella Valley Public Cemetery District

This session will explore the many awards and recognitions available to special districts, and how the journey to achieving them can help transform your district’s work culture.

Lease/Purchase Financing: Keeping the Costs Down

Bill Morton, Municipal Finance Corporation

There are several different approaches to procuring lease/purchase financing. This session will outline the various financial and law firms that may be involved and how the public agency can minimize the costs of issuing financing.

From Exhaustion to Engagement: Helping Leaders Combat Change Fatigue

Holly Burkett, CPS HR Consulting

Change has become the “new normal” and most leaders, managers, and teams are struggling to keep up. Change fatigue leads to burnout, stress, and apathy and causes employees to leave.


Red, White, and Brews Reception image

5:15 - 6:45 p.m.

Red, White and BREWS Reception

Enjoy a star-spangled evening of great networking, brews, and a selection of appetizers that will make you feel like it's the Fourth of July!


6:45 - 8:00 p.m.

Fireside Connections

Sponsored by California CLASS

Join us for a unique networking experience tailored for district attendees at our Fireside S’mores event on the Six Peaks Deck. This is an excellent opportunity to connect with peers in a relaxed atmosphere while enjoying refreshments and making your own s'mores under the stars.

This event is for district attendees only and is not open to exhibitors or other Business Affiliates.

Tuesday, July 1, 2025

8:30 – 9:00 a.m.

Continental Breakfast with the Exhibitors


9:00 – 10:30 a.m.

Beth ZGeneral Session Keynote: The Seven Things Your District Should be Doing with AI

Beth Z, "Your Nerdy Best Friend"
Sponsored by the Special Districts Leadership Foundation

Professionals have embraced AI in the workplace, but many special districts are not ready for it. Join Beth Z, Your Nerdy Best Friend, for an overview of the challenges of AI at your district and how to put your organization and employees on the right path to increased productivity and decreased stress. Join this program to discover:

          • Why you need an AI policy (and what goes into one)
          • How AI can replace tasks (not jobs)
          • What goes into an “AI Day”
          • How to protect your district’s data
          • When to talk about "AI ethics"


11:00 a.m. – 12:15 p.m.

Breakout Session Options

Challenges for Human Trust in a Connected and Technology-Driven World

Stephanie Smith, Best Best & Krieger, LLP

As technology becomes ever more pervasive - reshaping how we connect, work, and innovate - trust has become an increasingly fragile yet critical foundation of our modern world. This session delves into the complex dynamics of trust in a rapidly evolving digital landscape. We will explore the interplay between human relationships, technology, and societal cohesion, examining how trust is built, maintained (and sometimes lost), in a technology-driven age. Join us to navigate the challenges and opportunities of cultivating trust in our interconnected, technology-first era, and leave empowered to be a trust-builder in your organization and beyond.

Leading with Efficiency: Time-Saving Tools for Managing Special Districts

Mac Clemmens, Streamline

Did you know you can be a designer for your district with Canva? Or an expert in training videos with Colossyan AI? Or a prolific writer with ChatGPT? Or a master organizer of schedules and notes with Notion? Explore the exciting world of AI and cloud-based tools that are revolutionizing how special districts operate. This talk will introduce the latest technologies for streamlining operations, offer insights into AI-powered solutions for customer service and automated workflows, showcase collaborative platforms, and discuss the benefits of cloud-based data management. Participants will enjoy interactive demos and learn through gamified sessions, culminating in building a customized digital toolbox.

Improve the Performance of Your District by Building a Values-Based Organizational Culture

Martin Rauch, Rauch Communication Consultants, Inc
Sean Barclay, Tahoe City Public Utility District

Creating a values-based organizational culture can significantly improve the overall performance of your district and provide a path to excellence. This approach can transform every area of district performance, including helping attract and hire more and better candidates, improving employee retention, empowering and motivating staff, enhancing internal communication and teamwork, and more. In this session, we will examine one district’s experience developing and implementing shared values and behaviors and learn how they achieved concrete results by using values to guide decision-making and actions from high-level strategic planning to everyday staff and customer interactions. You will learn firsthand how this transformation was achieved and take home practical guidelines to help you implement a value-based organization in your own district.


12:30 - 2:30 p.m.

Closing Lunch: What is the Legislative Word of the Year? Affordability? Accountability? Fires? Or You’re Fired?

Kyle Packham, CSDA
Aaron Avery, CSDA

As the State Legislature transitioned into 2025, the Speaker of the State Assembly focused in on affordability while the Governor exclaimed “accountability” would be the “word of the year.” Soon thereafter, the Los Angeles fires abruptly reset the mood in Sacramento and beyond. Meanwhile, in Washington, the National Special Districts Association, of which CSDA is a founding member, is renewing its effort to define special districts in federal law, while fighting to protect our members and the communities they serve in the face of potential grant funding disruptions and budgetary actions related to municipal bonds and non-profit partnerships. All that, and a run-down of the hottest bills facing special districts, including efforts related to wildfires, the Brown Act, mandates, and other priorities related to local revenues and operations.