Developing and Administering Internal Controls
for Bond Accountability
September 5, 2019
Holiday Inn Sacramento Downtown – Arena
300 J Street, Sacramento, California 95814
Agenda
This one-day seminar focuses on a framework for developing and administering an internal control system to account for and report on the expenditure of bond proceeds. The seminar focuses on the principles of a control system to provide for the prudent management and disbursement of public funds and applies these to bond administration. The program will incorporate tools developed by the Task Force on Bond Accountability convened by the State Treasurer’s Office.
Presentation Materials
- Slides by Session
- Session 1 | Risk Assessment for Your Agency – What Can Go Wrong?
- Session 2 | Developing Policies, Practices and Procedures – How to Manage Risks?
- Session 3 | Determining Staffing and Training Needs – Who Should be Involved?
- Session 4 | Ongoing Monitoring and Oversight – When to Review and Update Practices and Procedures?
- Session 5 | Using the Checklists Developed by the Task Force
Speakers
- Marlene Drinkwine, Vice President of Business Services, Long Beach Community College
- Jay Goldstone, Co-Chair of the Task Force on Bond Accountability (Moderator)
- Nick Kolitsos, Audit Principal, California State Auditor
- Brian Mayhew, Chief Financial Officer, Metropolitan Transportation Commission
- Annette Yee, Managing Director, Montague DeRose and Associates School Board Member, Carmel Unified School District