Event Jan 28, 2020

2020 CSMFO Annual Conference

California Society of Municipal Finance Officers

Join Best Best & Krieger LLP partners Nora O'Brien and Jeff Chang at the CSMFO 2020 Annual Conference: Yesterday, Tomorrow and Finance. The CSMFO Annual Conference is designed to equip California municipal finance professionals with the latest knowledge in the industry.

BB&K Speakers

Jeff Chang 
"Who is Watching the Hen House? The 457 Nest Egg Dilemma"
Wednesday, Jan. 29 
8:30-9:45 a.m.
Many cities have a better understanding of their 457 plan fees and fiduciary duties than ever before. Implementing best practices are important, but without understanding the roles and responsibilities of all the players, such as consultants, third-party recordkeepers, and investment oversight committees, the fight to protect and deliver this benefit is caught in the cross-hairs of new hidden fees in plain sight. Understanding the role of all the 457 plan relationships is key to establishing best practices and providing proper oversight, not just for the plan, but also for those watching the “hen house” itself.

Nora O'Brien
"Navigating the Raging Rivers of Debt Management" ​
Thursday, Jan. 30 
10:15-11:30 a.m.
In recent years, the California Legislature, the Securities and Exchange Commission, and the Internal Revenue Service have taken actions to encourage issuers of debt to adopt policies and procedures concerning the debt issuance process and post-issuance compliance for both federal tax and securities law purposes. This session will cover development and implementation of policies and procedures to comply with California law. The speakers will provide insight regarding best practices, priorities and pitfalls in adopting or amending policies and procedures as they relate to both small and large issuers of debt. Issues addressed will include California Government Code section 8855(i), the recent amendments to SEC Rule 15c2-12, assigning responsibilities and establishing training.


Disneyland Hotel 
1150 Magic Way
Anaheim, CA 92802

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