Municipal CFO Forum: Attendees

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1 J. Anthony Jim Beard Chief Financial Officer City of Atlanta J. Anthony Jim Beard joined the City of Atlanta in 2010 and began serving as Chief Financial Officer in October As CFO and Senior Management, he advises the Mayor and City Council on a variety of policies, issues and financial activities. Previously he served as Deputy Commissioner and Chief Financial Officer with the Department of Watershed Management. Beard received dual bachelor's degrees, with high honors (magna cum laude) in Finance and International Business from Florida International University and also attended the U.S. Coast Guard Academy in New London, Connecticut. He earned his Masters of Business Administration degree from the J. L. Kellogg School of Management at Northwestern University. C. Ronald Belton Assistant to the Mayor/Chief Financial Officer City of Jacksonville C. Ronald Belton is a financial management specialist with over 35 years of experience in the areas of business financial planning, investment management, investment banking, marketing and sales, corporate governance and compliance. Belton is an active participant and board member of the Jacksonville political, economic, social and artistic community. He recently held a Board of Directors position with The Boys and Girls Club of Northeast Florida from 2003 to 2010 and a Board of Trustee position with Memorial Hospital Jacksonville from 2003 to January He has also held positions as a Board Member of the Business Council for University of North Florida, a member of the State Board of Community Colleges, Chairman of Jacksonville Downtown Development Authority, a Board Member of Jacksonville Symphony Association, Jacksonville Community Foundation and the Board of Governors for the Chamber of Commerce. Before being appointed by the Mayor as the Chief Financial

2 Officer of the City of Jacksonville in 2011, Mr. Belton was the President & CEO of Riverplace Analytics, LLC, from 2006 to 2011 and EVP Chief Compliance Officer of Principal & Partner of Riverplace Capital Management, Inc. from 1998 to Aaron J. Bovos Chief Financial Officer and Director of Financial Management Services City of Fort Worth Aaron J. Bovos was appointed the Chief Financial Officer and Director of Financial Management Services for the City of Fort Worth in January Most recently, Bovos served as the Deputy County Administrator and Chief Financial Officer for Gwinnett County, Georgia, appointed that position in Bovos's professional career has spanned over 17 years, where he has held various positions in several local governments, including serving as the deputy city manager of the City of Roswell, the finance director for the City of Alpharetta, and the deputy city manager of the City of Sandy Springs. Bovos is a member of the Government Finance Officers Association (GFOA) and the Association of Governmental Accountants. Bovos holds distinctions as a Certified Government Finance Manager (CGFM) and as a Certified Treasury Professional (CTP). He has earned a bachelor's degree in accounting and a bachelor s degree in business management and is currently pursuing his masters in Governmental Accounting at Rutgers University. In his current role as the CFO of the City of Fort Worth, Bovos oversees the day to day operations of the departments of Financial Management Services. The City has an annual budget of approximately $1.4 billion and over 6,000 employees. Fort Worth has received national recognition for multiple programs. Bovos enjoys running and is a horseman competing at events on a national level.

3 Brian Collins Director of Finance and Administration City of Memphis Brian Collins is currently the Director of Finance and Administration for the City of Memphis. He is also an adjunct professor and member of the graduate faculty at the University of Memphis, Department of Finance, Insurance & Real Estate. Before joining the City of Memphis, Collins lived in Dallas, Texas, and Columbus, Ohio, and spent over twenty years in banking (First Horizon National, Citigroup, JP Morgan). Prior to his career in finance, Collins had a decade long legal career in Chicago that included commercial litigation practice at Vedder Price. Collins received his BA in Political Science and Economics from DePaul University, an MBA in Finance and Accounting from The Ohio State University and a JD from Loyola University of Chicago. Jason Dudich Controller and Director of the Office of Finance and Management Consolidated City of Indianapolis, Marion County Mr. Dudich is the Controller of the Consolidated City of Indianapolis, Marion County. In addition, he is the Director of the Office of Finance and Management. Mr. Dudich oversees the city and county's $1 billion annual operating and capital budget, human resource office, procurement division and other administrative functions. Prior to working for Indianapolis, Mr. Dudich served as the Associate Commissioner and Chief Financial Officer of the Indiana Commission for Higher Education. During his time with the Commission, Mr. Dudich updated the state's performance-based funding model and assisted in the merger of various higher education offices into the Commission. Mr. Dudich served as the Deputy Controller and Budget Director of the Consolidated City of Indianapolis, Marion County, prior to his work at the Commission. Mr. Dudich has served in various roles in state budget offices in Indiana and Illinois, focusing on health and human services, higher education and technology. Mr. Dudich received his Bachelor's degree from the School of Public and Environment Affairs at Indiana

4 University. He currently serves on various boards associated with city and county operations and was recently appointed to the Indianapolis Library Foundation Board. Ronald C. Green Controller City of Houston Ronald C. Green was elected Houston City Controller in December 2009, after serving three terms on Houston City Council, At-Large, Position Four, where he chaired the Budget and Fiscal Affairs Committee, overseeing the City's annual budget of $4 billion. He is serving his third and final term as Controller. He was elected to the National League of Cities Board of Directors in November He also serves on the Governmental Accounting Standards Advisory Council (GASAC). As City Controller, Mr. Green oversees a $13 billion debt portfolio and over $2 billion of investments. In addition to management of the City's treasury functions and audit division, every payment issued by the City of Houston is processed by the Controller's Office. Mr. Green is a native Houstonian. He earned both a Bachelor of Science and a Master of Business Administration from the University of Houston, as well as a law degree from Texas Southern University's Thurgood Marshall School of Law. He is also a licensed real estate broker. He is married to Judge Hilary Harmon Green, Justice of the Peace, Harris County Precinct Seven, Place 1. They have a son and are active in their community and Windsor Village United Methodist Church. Lou Hoffman Director, Department of Finance and Administrative Services City of Albuquerque Lou Hoffman is the Director of the Department of Finance and Administrative Services for the City of Albuquerque. His department, includes 300 employees and a budget of $74 million, provides internal services including accounting, budget, information technology, purchasing, office services, real property, risk management,

5 cash management and investments and citywide fleet services. He holds a Bachelor of Science and a Masters in Business Administration from the University of New Mexico. Glen Lee Finance Director City of Seattle Glen Lee is the Finance Director of the City of Seattle, where he is responsible for the city's enterprise accounting, treasury, debt management, and risk management functions. Lee also oversees the city's tax administration system as well as the economic and revenue forecasting processes. He currently leads a coalition of cities to implement a multi-jurisdiction business license and tax filing system. As Finance Director, Lee serves as a member of each of the city s three retirement boards. Lee was appointed as the city's Finance Director in Prior to his appointment as Finance Director, Lee managed the forecasting and budget development functions in the city's Budget Office. He has been with the city since Lee has served on several advisory groups, including the Association of Washington Cities' Legislative Fiscal Subcommittee, the Streamlined Tax Mitigation Advisory Committee of the Washington Department of Revenue, and Seattle Public School's Advisory Committee for Investing in Educational Excellence. In addition, he served as a consultant to the Republic of Poland's efforts to implement a property tax system to support local government. Lee is an instructor for the Government Finance Officers Association and served on the Economics Department Advisory Board for Seattle University. Before joining the City of Seattle, he was a Fiscal and Policy Analyst with the State of California's Legislative Analyst's Office in Sacramento. His assignments included tax policy, revenue forecasting, and tax administration. Lee has an undergraduate degree in resource economics from the University of California, Berkeley, and completed graduate studies in economics at California State University, Sacramento. Lee and his wife Barbara live in Bellevue, Washington, and have two children.

6 Mary Lewis Chief Financial Officer City of San Diego Mary Lewis is the Chief Financial Officer for the City of San Diego, serving in this position from 2008 to 2012, and returning to the City in Ms. Lewis oversees the offices of the City Comptroller, City Treasurer, Debt Management, Risk Management, and Financial Management. With a $3 billion budget and 10,000 employees, the City of San Diego provides a full range of governmental services including police and fire protection, sanitation and health services, the construction and maintenance of streets and infrastructure, recreational activities and cultural events, and the maintenance and operation of the water and sewer utilities. Ms. Lewis began at the City in 2006 as the Director of Financial Management under the then new strong mayor form of government. From 2012 to 2013, she served as the Chief Financial Officer of the San Diego City Employees Retirement System (SDCERS), which serves 20,000 members and manages trust fund assets of over $6.5 billion. Prior positions include the CFO/COO of Alliance Healthcare Foundation and senior management positions in for-profit and non-profit healthcare organizations. She is a member of the League of Cities, California Committee on Municipal Accounting, the Committee on Revenue and Taxation, and City s Disclosure Practices Working Group. Ms. Lewis holds a Master s Degree in Business from Columbia University and an MA in English Literature from the University of Missouri. Martin Matson Comptroller City of Milwaukee Martin Matson was elected City of Milwaukee Comptroller April 3, Prior to his election, Matson served as the Deputy Director at Milwaukee s Employees Retirement System from 2000 to He was the chief operating officer for a $4 billion, 27,000- member public defined benefit retirement system. Matson has extensive experience

7 with government accounting, operations, pension law, and contract negotiations in a government setting. He began working in the public sector in 1993 for the Department of Public Works, Building and Fleet Division, as an accountant and business operations manager. Prior to his public sector experience, he served 12 years in bank and trust operations, most notably as an accrual accounting expert with his six years at First Bank System (now US Bank). He attended the University of Wisconsin- Milwaukee School of Business Administration. Matson serves on the City s Deferred Compensation Board, the City Annuity and Pension Board, the boards of the Wisconsin Center District (convention center), Summerfest, and the Milwaukee Economic Development Corporation. He is secretary of the Public Debt Commission. In addition, he is a member of the Government Finance Officers Association. Benjamin Rosenfield Controller City of San Francisco Mr. Rosenfield was appointed to a 10-year term as Controller by Mayor Gavin Newsom and confirmed by the Board of Supervisors in March As Chief Fiscal Officer and Auditor, he provides fiscal management oversight of a $6 billion budget and is responsible for budgetary planning and monitoring of the receipt, collection and disbursement of City funds. The City Controller is responsible for the City's financial management systems, internal controls and reports, provides public policy and economic analyses, estimates the cost of ballot measures, provides payroll services for the City's employees and directs performance and financial audits of City activities.

8 Steve Rowland Chief Financial Officer Louisville Metro Government Louisville, Kentucky Steve Rowland has been the Chief Financial Officer for Louisville Metro Government since January Prior to the merger of the City of Louisville and Jefferson County government in 2003, he served as the Chief Financial Officer of Jefferson County government from 1990 to In addition, his public sector experience includes being the first financial consultant to the Metro Council after merger of the two governments. Also, Rowland served for 16 years as a policy advisor in the Kentucky Governor's Office for Policy and Management. This organization is the professional staff to the governor providing financial and management advice. Rowland has worked as a financial and policy consultant to the Kentucky State Treasurer, where he assisted in developing a prepaid college tuition plan. His private sector experience includes being a partner in a wholesale grocery business and as a real estate investor. Rowland and his wife Marguerite have three children: Marshall, 23; Travis, 20; and Stephanie, 17. Lois Scott Chief Financial Officer City of Chicago Lois Scott is currently serving as CFO for the City of Chicago. Scott and her team are responsible for protecting and improving Chicago's financial portfolio. Scott cofounded Scott Balice Strategies LLC, one of the largest financial advisory firms in the country with offices in New York, New Jersey, Ohio, Anchorage and Houston. President Bill Clinton named her a White House fellow, tasking her with helping to craft the U.S. response to the capital funding crisis in Southeast Asia in Scott is one of the founders of Women in Public Finance, a national conference that brings

9 together 500 people every year. She serves on the board of several organizations, including Children s Memorial Hospital, Leadership Greater Chicago, National Louis University, Better Government Association, North Avenue Day Nursery, City Lit Theater Company, and The Bond Club of Chicago. Nancy Winkler Treasurer City of Philadelphia As the Treasurer of the City of Philadelphia, Ms. Winkler is responsible for oversight of all activities related to the issuance of debt by the City, including the sale of general obligation and various revenue bonds, such as Airport, Water/Wastewater, and Philadelphia Gas Works, as well as bonds issued by other City-related agencies. Her responsibilities include ensuring adherence to City investment guidelines, overseeing the investment of approximately $2.0 billion of operating and bond funds, managing the City s depository banking and serving as the disbursement agent for all payments from the City Treasury. Ms. Winkler is also responsible for advising the rating agencies of developments related to the City s financial status. In April, S&P raised its long term rating and underlying rating on the City of Philadelphia s general obligation debt from BBB to BBB+ with a positive outlook. Ms. Winkler serves as the Finance Director's representative on the three member Philadelphia Gas Works Pension Board. She is a member of the Government Finance Officers Association Debt Committee and has spoken at numerous industry conferences regarding various debt management matters. Ms. Winkler worked for Public Financial Management (the PFM Group) from 1982 to Named a Managing Director in 1990, she worked on a wide range of credits and projects in over 20 states. She managed PFM's New York office from 1998 until her retirement, with responsibility to oversee all interaction with municipal, state and authority issuers in New York and Maryland. Ms. Winkler s experience includes advising state and municipal entities, revenue bond issuers, colleges and not-for-profit

10 entities on municipal bond issuance, debt restructuring, and various strategies to manage their debt portfolio. Ms. Winkler holds a BA in American Studies and Economics from Georgetown University, where she was a George F. Baker Scholar. She has a Dip Economics from the London School of Economics. She served as a member of the Executive Committee of the New York State Citizen's Budget Commission for many years. She currently mentors college students through the George F. Baker program. She was the founding president of the Friends of the Cynwyd Trail and served in that capacity for three years, until 2011.