First-Time Attendee

Monday, October 25, 2021

5:30 - 7:30 p.m.

Registration and Opening Reception - Conference Begins!

Tuesday, October 26, 2021

7:30 - 8:30 a.m.


8:30 - 9:45 a.m.

Opening Keynote: 55 Ways to Add Disney Magic to Your Special District, Pete Blank
Pete Blank

In this fast-paced and engaging session, former Disney University Leader Pete Blank shares how you can add Disney Magic to your district. He will take a “magical” look at how Disney’s business and leadership strategies can impact your personal and professional life. This session will share many “magical” skills that are needed for local board secretaries and city clerks to survive and thrive everyday. Attendees will leave with actionable ideas they can immediately add to their leadership toolkit.

As a leadership expert and training manager, Pete Blank works with companies who want to create engaged employees, successful leaders and loyal customers. His “Pete’s Points” video leadership lessons reaches over 8,000 people each week, while his “Pete’s Points” daily audio briefing has thousands of subscribers in multiple countries. For 13 years, he worked with The Walt Disney Company where he developed and delivered career development programs for over 55,000 Cast Members. Pete is a Certified Speaking Professional, an Emmy-award winner, and a former Wheel of Fortune contestant, and he’s speaking to show us how to put a little Disney magic into our organizations.

First 250 registered attendees receive a copy of Pete’s book!

9:45 - 10:15 a.m.

Break, Networking with the Exhibitors

10:15 a.m. - 12:00 p.m.

Staying in Compliance: Understanding Fundamental Special District Laws
Rachel Hundley, Meyers Nave

As times change, so does the need to re-interpret and review the laws governing special districts. This workshop covers crucial areas of the law as they relate to all types of special districts. Those areas include general compliance, answering specific questions about items such as communications through email, special meetings, economic conflicts of interest, and much more.

12:00 - 1:00 p.m.

Lunch, All Attendees

1:15 - 2:45 p.m.

The Role of the Clerk and Meeting Minutes
Stephanie Smith, MMC, Best Best & Krieger LLP

“I Want It On The Record!” Every clerk dreads those words when taking meeting minutes and clerking a board of director’s meeting. In this fast paced and fun session, learn best practices for taking and processing minutes according to Robert’s Rules of Order, and how the clerk can intervene when essential content is missing from the motion. We’ll also cover what should and should not be included in minutes (Hint: Not everything is important) and lastly, how to handle those loquacious Board Members who want every word ever spoken to be recorded for posterity. Note that this session does not cover the mental task of listening and scribing minutes, rather, it describes problems that the presenter has encountered in her three decades of working as a municipal clerk and training other clerks throughout California, Oregon and Alaska.

2:45 - 3:15 p.m.

Break, Networking with the Exhibitors

3:30 - 5:00 p.m.

Online ADA Compliance and Transparency: What Board Secretaries and Clerks Need to Know
Sloane Dell’Orto and Sean De Burgh, Districts Forward and Cole Huber, LLP

Special districts face ADA compliance as well as a number of website posting requirements that can seem overwhelming, but compliance is actually pretty straightforward. This session will start with the basics (the six requirements in California), including walking through the specifics of Enterprise System Catalog creation, which is required by SB 272.

5:30 - 7:30 p.m.


Wednesday, October 27, 2021

8:30 - 10:00 a.m.

Board Secretary/Clerk Foundations
David Aranda

The board secretary in a special district plays a multi-faceted role that is also one of the most highly visible in the district. Board members, the public, and staff turn to the board secretary as a resource for information and assistance. The board secretary must ensure the district’s compliance with extensive legal requirements, handle contentious situations, respond to the needs of board members and the public, document board activities and decisions, and meet multiple deadlines. This course provides a comprehensive review and insight into all components of the board secretary/clerk position.

10:00 - 10:30 a.m.

Break, Networking with the Exhibitors

10:30 a.m. - 12:00 p.m.

Board Secretary / Clerk Foundations (cont’d)

12:00 - 1:00 p.m.

Lunch, All Attendees

1:15 - 2:30 p.m.

Advanced Training in the California Public Records Act
Kane Thuyen, Burke Williams Sorensen 

If you are involved with a special district, you need to understand the scope and application of the California Public Records Act (CPRA) to your agency’s records, including best practices for records retention as well as responding to public records requests. This training is primarily intended for public agency personnel who have some knowledge of and experience with the CPRA, and who are seeking to expand their understanding of the law.  We will cover the key aspects of the CPRA, including when an applicable exemption may give an agency the right to not disclose a particular record or portion of a record. The presenters will use case studies to take you through the entire process from the initial records request to response options. There will also be updates on recent developments in the interpretation and application of the CPRA.

2:30 - 2:45 p.m.


2:45 - 4:00 p.m.

Understanding Board Member and District Liability
Ruben Duran, Best Best & Krieger, LLP

Having a complete understanding of the potential liability issues in your district can prevent problems in the future and even assist with efficiency and communication protocols. This session is a discussion of the legal role of the board in the management and operation of a public agency, and the role of individual board members acting within the course and scope of their official duties.

4:00 p.m.

Event Adjourns, Graduation Certificate Distribution