California Political Treasurers Association

The November 17th meeting held in Sacramento was the most highly attended meeting in years with nearly 50 members participating. It was great to catch up with long time members and to meet members who were attending for the first time.

The meeting kicked off with a question and answer session at the Fair Political Practices Commission office with Philip Ung, FPPC Director, Legislation and External Affairs and other staff. Members then proceeded to The Firehouse Restaurant in Old Sacramento for lunch.

David Montgomery and Brelin Marshall of Netfile, provided a training session on the updated campaign finance software program.

Cine Ivery updated the members with the details of the June 2018 CPTA Conference in San Diego which will be held at the Catamaran Resort and Spa. A Reservation form is attached or download via this link: 2018 CPTA Conference

And whoever books their room with the hotel first will get one room night FREE!

The meeting minutes can be accessed via the CPTA website or via this link: November 2017 CPTA Meeting Minutes.
(Thank you, KC and Mary!)

Happy Holidays & Happy New Year!

Legislative Update

The FPPC is in the process of amending regulations to comply with AB 249. The next public hearing will be held January 18th. Below is the meeting notice and the affected regulations.

In addition to crafting amendments to the regulations affected by the passage of AB 249, the FPPC recently updated Regulation 18531.5 regarding recall elections. A link to the updated regulation is below:

  • In other Jurisdictions:

Proposed regulations approved by the San Francisco Ethics Commission would require significant disclosures about where so-called behested payments go, and how the money is spent by nonprofits. The rules would not bar behested payments from those with business before the city. Instead, the proposal was reworked to boost disclosure on all sides of the process. It now goes to the board of supervisors.


The FPPC has held the random audit draw for General Purpose Committees for the 2015-2016 election cycle. See link below that lists all the Committees subject to FTB audit:


A Special Election has been called for Assembly District 39 made vacant by the resignation of Assemblymember Raul Bocanegra. The Special Primary will be held April 3, 2018. The 90-Day Late Contribution Reporting period commences January 3, 2018. For the complete election calendar visit the FPPC website:

The resignation of Assemblymember Matt Dababneh (AD 45) is pending and anticipated to be by the end of the month. Once official, an election date will be called.

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With the recent passing of San Francisco Mayor Ed Lee, the City will hold a Special Election on June 5th to elect Mayor Lee's replacement for the remainder of his term.

CPTA Web Site:
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 Marissa's email is
  • Member Spotlight

It was November 2008 at the height of the economic crisis and Tom Howard picked possibly the most difficult time in history to leave his stable job in the UK government. His wife, Alyssa, convinced him that life would be better in sunny California rather than rainy overcrowded London, besides he had grown up watching the popular TV show “The OC” and thought that life in California would be all about surfing, big houses and sunshine. Instead, Tom hopped off a plane and ended up in a small apartment in the Fruitvale District of Oakland, just off of International Blvd. Not much surfing to be had. He had a plan and savings, but as the famous adage goes, no plan survives first contact with the enemy. The enemy in this case being the high cost of living in the Bay Area and the boredom of being unemployed. In 2009 Tom saw a job ad on Craigslist, advertising for a Political Reporting Specialist at Nielsen Merksamer. It seemed intriguing, and he thought he could take it while he studied for and completed his CPA exams. Unfortunately, he did not get the job but a couple of months later Cate Castonguay gave him a call out of the blue to see he was available to help out on a special project on a temporary basis. Well, that temporary job turned into six happy years at Nielsen Merksamer where Tom began in the National Compliance Section, then moved to the California Federal team and then back again as a Supervisor on the National Compliance team. Then in October 2015, Tom was lucky enough to be offered the position of Business Operations Manager at Olson Hagel & Fishburn, where he is responsible for managing all aspects of a busy and hugely successful political reporting unit. This challenging position exposed him to many different types of clients and the compliance issues they faced. Looking back, Tom says that he was always lucky to work with the best attorneys and reporting specialists both at Nielsen Merksamer and at Olson Hagel. Special recognition needs to go Chip Nielsen and Lance Olson who have provided him with extraordinary guidance, and have a depth of experience that is legendary. He would also like to thank Richard Rios, Lacey Keys, Darrin Lim, Cate Castonguay, Mia Brumfield and Lindsay Rice for their support, dedication, and most importantly their patience! Last but not least very special recognition should go to Sheila Scally, one of the best managers he ever had, and someone who loves the work so much even retirement cannot stop her!    

The First Quarter 2018 meeting will be in Long Beach on Friday, March 16th.
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

Please note: if 2018 dues are not received by February 16th, members will be removed from the roster until dues are received.