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54th CMTA ANNUAL CONFERENCE
Shari L. Freidenrich, CPA, CCMT, CPFA, ACPFIMOrange County Treasurer
WHERE THE MAGIC BEGINS
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”I only hope that we never lose sight of one thing – that it was all started by a mouse..” Walt Disney
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WHERE THE MAGIC BEGINS
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My Top Five Fiscal Challenges for Local
Agencies - 2012
• AB 109 – State Realignment
• Dissolution of RDAs
• PTAC Lawsuit
• Local Government Bankruptcies
• Federal Reserve – Short-term rates
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Other Challenges for Local Agencies - 2013
• TAG Program
• Government Sequestration•Build American Bonds Subsidy
• Dodd – Frank Act
• GASB 67/68 – Pension Reporting
• Money Market Funds – Floating NAV?
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Insert 2012 Cover
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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Economic Indicators
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“Behind the Magic”
• Mickey Mouse
• Main Street buildings
• Ride Lines
• Cars Land
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My Top Five “Behind the Magic”
Common Sense Changes
• Maintain Public Funds objectives - SLY
• Streamline your Operations
• Reduce costs without impacting staff
• Improve service to citizens
• Market low cost service options
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The APT Top Five Programs
• Cash Handling
• CPFIM / ACPFIM Accreditation
• Educational manuals
• Certification programs
• CPFA certification (similar to CCMT)
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