Napa Schedule

Returning Attendee

Monday, September 19, 2022

8:30 – 10:00 a.m.

How to Lead Your Board Meetings Away from Criticism and Chaos 

Lozano Smith Attorneys at Law 

Governing boards across the state are under siege with unruly community members angry over COVID-related issues (masks and vaccines), local politics, and more.  Board members and staff are being threatened and often feel frustrated or unsafe during these public meetings.  This session will discuss best practices for addressing and preventing this behavior at your board meetings; de-escalation techniques when chaos begins; and how to ensure Brown Act compliance through it all. 

10:00 – 10:30 a.m.


10:30 a.m. – 12:30 p.m.

Introduction to Labor Relations for Elected Officials 

Liebert Cassidy Whitmore 

This session will cover the following topics:
  • California Labor Relations Laws
  • Establishing Bargaining Units
  • Selecting Employee Representatives
  • The Labor Negotiation Process § Scope of Bargaining § Management Rights and Past Practice
  • Communicating with Labor
  • Impasse and Factfinding
  • Grievances
  • Unfair Labor Practice Charges 

12:30 – 1:30 p.m.

Networking Luncheon

1:45 – 3:00 p.m.

What Special District Board Members Need to Know About Financing Options 

Oppenheimer & Co. Inc.  |  Municipal Finance Corporation 

CSDA Finance Corporation consultants, Bill Morton and Nicki Tallman, present an overview of the pros and cons for both debt financing and pay-as-you-go in their discussion of the best practices for capital improvement financial planning. Learn about the financing tools and programs available to special districts, and how to determine the right financing “mix” for your project. Also covered are how to prepare your district for financing as well as how to educate other board members and the community about your financial plan. Other topics include explanations of the different methods of sale for a financing and respective transaction timelines, as well as a review of current market trends 

3:00 – 3:30 p.m.


3:30 – 4:30 p.m.

Recent Updates to the Brown Act and Social Media Usage 

Richards Watson Gershon

This session will explain some of the most important changes to the Brown Act in recent years, including AB 992, which regulates board members’ ability to comment on district business using social media.  Outcomes will include: 

  • Understanding recent changes to the Brown Act and AB 992. 
  • Informing board members and staff about proper usage of social media accounts. 
  • Informing board members about proper content when using social media.  

5:30 – 7:00 p.m.


Sponsored by the Special District Risk Management Authority (SDRMA)

Join us for a lively evening of networking and refreshments

Tuesday, September 20, 2022

8:30 – 10:00 a.m.

You Need It. How Do You Do it? A Step-by-Step Guide to Building an Effective Multi-Year Strategic Plan 

Rauch Communication Consultants, Inc. 

Whatever the challenges facing your district, it is critical to build a realistic, step-by-step, and well-supported plan to get there. This session will provide concrete guidance on evaluating the issues, challenges, and opportunities facing your district and developing clear board direction for the future. This lively session will feature sharing of actual experiences (good and bad) by the participants and seminar leader. The session will provide numerous practical tips that you can bring home to your district. It will also demonstrate how staff can develop implementation plans and successfully engage the board, executive team, staff, and public in this process. You will also learn how to pin down clear direction in plain English, measure results, and more.  

10:00 – 10:30 a.m.


10:30 a.m. – 12:00 p.m.

Best Practices for Financial Management Policies 

Eide Bailly CPAs 

Financial policies are central to a strategic, long-term approach to sound financial management. It is the governing board’s responsibility to set policy, but which policies are important and what should they include? Come to this session to learn the best practices for financial policies, including reserve policies, procurement policies, debt policies, accounting and financial reporting policies, and budgeting policies. This session will focus on the most important aspects of each policy type, and why it is important to have these policies and keep them updated. Lastly, this session will offer suggestions on how to monitor compliance with board-approved policies.  

12:00 – 1:00 p.m.

Networking Luncheon

1:15 – 2:45 p.m.

Fake News: How to Plan for It, How to Combat It 


Planning ahead is your best defense against people spreading false rumors about your district, but that's not always possible. In this talk we'll go over a variety of methods you can use to get the word out. Whether you need to justify a rate increase or set the facts straight on a decision your board has made on a contentious subject, our tips can help ensure your voice is the authority, and the one your community trusts. 

2:45 – 3:00 p.m.


3:00 – 4:00 p.m.

Boards Behaving Badly: How to Stay Out of Trouble 

Renne Public Law Group 

This session will explain the duties of trust and loyalty board members owe their district and constituents.  Using real-life examples, the session will cover the topics board members need to understand to avoid allegations of misconduct, including: 

  • The roles of boards and individual members serving on the board 
  • Handling confidential material 
  • Safeguarding attorney-client privileged information 
  • Understanding public contracting requirements 
  • The relevance and impact of conflict of interest laws in the above-contexts