CASA/CWEA Webinar: Planning for Fiscal Recovery - Perspectives for Agency Executives, CFOs and Board Members
September 29, 2020
This event has a fee
CWEA Contact Hours: 1.8 towards all CWEA Grade 4 Certifications
As sanitation agencies
continue to adjust to uncertain economic conditions, they must balance the
needs of their constituents and the operations of their systems. Should I raise
rates or rely on my reserves? Can I give customer rebates and what are the impacts?
Can I continue to build my capital program? How do I communicate with my
customers? Come hear from industry experts as they discuss financial planning,
capital funding and customer impacts.
After participating in this session, attendees will be able to:
- Identify how other sanitation agencies are
developing their financial plans and accounting for uncertainty.
- Explain what the bond market and rating agencies
are considering for those that are planning to issue debt and/or have outstanding
Moderator: Robert Grantham, Assistant General Manager, Santa Margarita Water District
Speaker Panelist: James Cervantes, Managing Director, Stifel
Speaker Panelist: Douglas Scott, Managing Director, Fitch Ratings, Inc.
Doug Scott is a managing director in Fitch Ratings’ U.S. Public Finance Group. Doug serves as manager and analytical head for both the U.S. water and sewer sector as well as the U.S. municipal bond fund sector, which includes state revolving funds and municipal bond banks. Doug has also served as manager of Fitch’s Southwest regional office, which covers local government credits. Before joining Fitch, Doug worked from 1994-1997 for First Southwest Company, a municipal financial advisory firm, and subsequently worked for the Texas Water Development Board, a state agency, from 1997-2001. Over the years Doug has worked with various non governmental organizations—including the Johnson Foundation—in advancing water issues nationally, has participated in a U.S. Environmental Protection Agency working group on climate change, and has testified before the U.S. House of Representatives Subcommittee on Water and Power concerning water issues in the West. In recognition of his analytical abilities, Doug has been named to the Smith’s Municipal All-Stars for water and
sewer credits for 2010-2019.
Speaker Panelist: Brian Forbath, Shareholder, Stradling Attorneys at Law
Speaker Panelist: Jeff Tucker, Director of Finance/Treasurer, Vallejo Flood and Wastewater District
Jeff Tucker is the Director of Finance and Treasurer for the Vallejo Flood and Wastewater District. Prior to his appointment there in January 2020, Jeff served as the Chief Financial Officer of the Napa Sanitation District for 10 years. Jeff received his Master’s Degree in Public Administration from Lewis & Clark College in Portland, Oregon. He is a Certified Public Finance Officer through the Government Finance Officers Association, and is a member of the California Society of Municipal Finance Officers, CWEA and WEF, and is currently serving as Treasurer for BAYWORK. He served as a Board member for CWEA from 2015-2018, and as Treasurer from 2017-2018.