California Political Treasurers Association
Greetings!

The well-attended March meeting in Long Beach was noteworthy for the nomination of Nancy Haley to replace Rita Copeland as CPTA Treasurer. Since no other nominations were forthcoming, Nancy was elected by acclaimation. Nancy will assume treasurer duties effective July 1st. To learn more about Nancy, see her profile below. Minutes from the March meeting may be viewed via this link:


A special thank you to KC Jenkins with Bell McAndrews and Hiltachk for preparing the minutes. Also congratulations to KC who just completed law school and will study for the Bar Exam this summer.

Registrations are still being accepted for the San Diego Conference. Send your registration fee to Rita Copeland and make your hotel reservations directly with the Catamaran Resort Hotel and Spa.


Hope to see you in San Diego next month!

Legislative Update


CPTA's lobbyist Branche Jones is monitoring four bills on our behalf. The bills are AB 2155, AB 2188 and AB 2707, authored by Assemblymember Kevin Mullin, and SB 1239, authored by Senator Robert Hertzberg. We have not yet taken a position on the bills.

The FPPC is also following these bills and their staff memo that details the proposed legislation can be accessed per this link:


If you have any questions or comments about the proposed legislation, please contact Laura Stephen. Laura's email address is laura@stephencompany.com.


******************


The FPPC has continued to craft regulations with respect to AB 249, The Disclose Act. The link below will provide the FPPC guidance on the required disclosure for political advertising






FYI

The Federal Election Commission has authorized the agency’s campaign finance analysts, beginning with reports filed in July 2018, to examine the use of campaign funds by dormant committees as part of the review of disclosure reports in order to ensure that the activity meets the regulatory standards for permissible use. Committees of former candidates who did not campaign or hold office during the previous two-year cycle for U.S. House of Representatives candidates, or during the previous four years for Senate and presidential candidates, will be subject to this review. If the Commission would like to clarify a dormant committee’s use of campaign funds, it will send a verification letter to seek additional information for the public record.

* * * * * * * * * * * * * * * * * * *
The San Diego Ethics Commission has a new address:
450 B St., Suite 780
San Diego, CA 92101

WELCOME NEW CPTA MEMBERS

Callie Coker and
Peter Sullivan
S.E. Owens & Company

Kimberly Urbano
Stephen Company

Edith Garcia and
Stephanie Garcia
Ybarra & Gillespie

Craig Lewis
River City Business Services

Kevin Saavedra

* * * * * * * * * * * * * * * * * * *
CPTA Web Site: www.cpta.info
CPTA Meeting minutes and copies of newsletters are posted on the CPTA website. If you need a login and password to access the Members Only section, please contact Stacy Owens or Marissa Quaranta. Stacy's email address is sowens@seowenscompany.com. Marissa's email is mquaranta@seowenscompany.com.
MEMBER SPOTLIGHT

As the Director of the Political Reporting Unit at the accounting firm Scott & Cronin LLP Nancy Haley manages a staff of Political Reporting Specialists who are responsible for preparing complicated federal, state and local campaign, lobbying, and “major donor” financial disclosure reports. In January 2018, Nancy celebrated her twentieth-year anniversary with the firm where she has built the business into one of the most sought after political compliance operations in the state of California.

In addition to providing daily bookkeeping, payroll, tax and election law compliance to her clients involved in the political and legislative process, Nancy is frequently invited to participate in panel discussions regarding the applications of such laws and the ever-changing regulations facing the political environment. Her expertise in financial disclosure has been valuable to students at SDSU, UCSD Extension, professionals at the California Association of Realtors, Deputy District Attorneys Association & various Public Safety Groups.

Prior to joining Scott & Cronin in 1997, Nancy spent 10 years working extensively in the field of campaign management and fundraising. She has worked for numerous public officials and political organizations at all levels of government. The experience she gained in day-to-day campaign management makes her uniquely qualified to her clients as she provides additional guidance and another ear for their efforts, making her part of the team and not just their “Treasurer”.

Nancy received her BA in Public Administration with a concentration in Political Science from San Diego State University. She remains an active Aztec Alumni, is involved in many civic and political organizations throughout San Diego County and is on the Board of Along Comes Hope, a children’s cancer foundation. A long-time member of CPTA, Nancy will now bring her financial expertise to her new role as CPTA Treasurer.

Nancy resides in Carlsbad with her dog Harlee and spends her free time traveling, concert going, cooking and enjoying various outdoor activities. She is an avid professional and college sports enthusiast.

‌
To add a new member for your firm or to revise your current members - contact Rita Copeland, the CPTA Treasurer. Rita's email address is rc@rcbs.us. After July 1st, contact Nancy Haley. Nancy's email address is nhaley@thinkcpa.com.