Henry “Hank” Levy has been serving the people of Alameda County as Treasurer since 2017 with experienced, responsible oversight over:

Douglas J. Kilcommons is a Managing Director in the Public Finance team at Kroll Bond Rating Agency (KBRA). He is responsible for assigning and maintaining debt ratings on municipal issuers including tax-supported state and local government credits, as well as revenue-supported credits including transportation/project finance, higher education and health care. Doug also serves as rating Chair for Public Finance Credit Committee and is actively involved in methodology development and refinement.

Prior to joining KBRA, Doug served as a Senior Credit Officer and Executive Loan Committee member at First Republic Bank. In this role, Doug was responsible for approving loans to nonprofits, including educational and cultural institutions and social service providers. He also partnered closely with business bankers to tailor solutions to the unique needs of nonprofits and participated actively in the firm’s targeted client calling effort. In April 2020, Doug was asked to manage the credit process for the U.S. Small Business Administration’s Paycheck Protection Program (PPP) loans and served as senior credit approver on several complex PPP bankruptcies and loan workouts. Doug also mentored business banking support analysts at First Republic, notably on accounting for tax-exempt organizations and on underwriting fundamentals.

Previously, Doug held senior positions at Wells Fargo Bank, most recently as National Credit team manager for the Education/Nonprofit Banking team. In this role, he was responsible for extending credit to college, university, and nonprofit clients, monitored a $6.9 billion portfolio of loan commitments, and managed a team of portfolio managers. He also held senior positions at Moody’s Investor Service, where he headed the Public Finance Local Government Surveillance team, and at Fitch Ratings, where he was managing director of the Education/Nonprofit and Tax-Exempt Housing sectors. While at Wells Fargo, Moody’s and Fitch, Doug refined analytic policies and practices, authored risk acceptance criteria and rating methodologies, and oversaw development and implementation of credit monitoring and surveillance systems. Doug also held positions at Radian Asset Assurance, Neuberger Berman, and Barclays. He began his career as a municipal analyst at Standard & Poor’s, focusing on enterprise credits, including higher education, health care, and transportation.

Lisa Marie Harris joined the Water Authority in May 2014 and has more than 23 years of financial experience in both the public and private sector, including working at the County of San Diego as chief deputy treasurer; the State Treasurer’s Office as executive director of the California Debt and Investment Advisory Commission; the City and County of San Francisco; San Francisco International Airport as the Assistant Deputy Airport Director for Budget and Finance; and most recently for Siebert Brandford Shank & Co., LLC, an investment banking firm, as senior vice president. Harris received her bachelor’s degree in economics from University at California, Berkeley, and her master’s degree in public policy from the University of Michigan.

The Finance Department has a broad range of responsibilities for accounting, financial reporting, payroll, deferred compensation, and accounts payable and receivable (including reporting, billing and collection of water charges, budget oversight, and internal controls). The department is also responsible for investing and borrowing funds; protecting credit ratings in the investment market; developing long-range financing plans in support of the Capital Improvement Program; advising the Board on proposed policy decisions; and providing oversight of imported water activities.

Jonathan Guz is a partner in Stradling’s Public Finance group. Jonathan has experience servicing clients as bond counsel, disclosure counsel and underwriter’s counsel in various finance transactions including general obligation bonds, tax allocation bonds and revenue bonds financings, conduit 501(c)(3) financings, tax and revenue anticipation notes and certificates of participation.

Dave George has provided leadership of SELF for six years, the largest excess liability joint powers authority (JPA) in California protecting over half of California’s public-school students.

Mr. George has over 33 years of experience in risk management, risk financing, and claims administration. Mr. George holds a Bachelor of Arts from Creighton University, Omaha, Nebraska, and a Master of Public Administration from the University of Southern California, Los Angeles. Mr. George also holds Associate in Risk Management (ARM) and Certified Chief Business Official (CASBO) certifications.

Mike Fine became Fiscal Crisis and Management Assistance Team (FCMAT), Chief Executive Officer on July 1, 2017. Before joining FCMAT in 2015, Mr. Fine served a combined 13 years as interim superintendent and deputy superintendent of business services and governmental relations at the Riverside Unified School District. Mr. Fine has experience as Assistant Superintendent at Newport-Mesa Unified School District and Financial Administrator in accounting and indirect budgets at Hughes Aircraft Company and General Dynamics Corporation.

Mr. Fine is a regular presenter at many state and national convenings, workshops and professional development programs. He has degrees in accounting and public administration. Mr. Fine has a long history in governmental relations, working closely with policy makers in Sacramento on behalf of California’s K-12 students.

Donald Field is a partner in Orrick’s Public Finance Group and the co-chair of Orrick’s School and Community College Finance/General Obligation Bonds Practice Group.

He is also a member of Orrick’s Leasing Practice Group, Assessment/Mello-Roos Practice Group, and Revenue Practice Group. Don has extensive experience, as bond counsel, disclosure counsel and underwriter’s counsel, in the financing techniques used by school and community college districts, cities and counties in California. His practice focuses on local governmental infrastructure financing, including general obligation bond financing, municipal lease financing, and land-secured financing, as well as tax and revenue anticipation note (TRAN), pension obligation and other post-employment benefit (OPEB) obligation financings. Don serves as the lead lawyer for the California School Boards Association’s annual tax and revenue anticipation note pool.

Publications:

Speeches and Programs:

Frank Doyle is a Director within the Municipal Finance North American team at SMBC. Frank joined the firm in November 2019 to focus on credit analysis and brings deep experience in municipal finance to SMBC.

Prior to joining SMBC, Frank was at MUFG Bank as a credit analyst for eight years, where he helped to grow the bank’s public finance business. Before that, Frank was a marketing and credit officer at Bayerische Landesbank for 12 years, where, among other accomplishments, he oversaw the workout agreement on Jefferson County, Alabama.

Frank graduated from the U.S. Military Academy with a Bachelor of General Engineering and served as an officer in the U.S. Army. After serving in several leadership positions, including as a company commander, Frank left the Army to attend the University of Pennsylvania.

Helen Cregger is a Vice President/Senior Credit Officer in Moody’s San Francisco office. She covers local government credits primarily in California including enterprise systems, cities, counties, and school districts. In addition to her analytical work, Helen leads ESG scoring efforts for municipal utilities within the US and heads up Moody’s municipal utility task force, supporting research and internal training for these credits. Helen serves a a rating committee member on credits nationally for sectors including local government, charter schools, community college and healthcare districts.

Prior to rejoining Moody’s, Helen was an investment banker for Piper Sandler & Co. Among other issuers, Helen worked with a number of municipal utilities including those serving Denver, Aurora, Colorado Springs and Pueblo, and the State of Colorado on its BEST K12 capital construction program. Prior to her initial tenure at Moody’s, Helen was an analyst for the US General Accountability Office in the International Trade, Finance, and Competitiveness Division.

Helen holds an MPA from the School of International and Public Affairs at Columbia University and a BA in Latin American Studies from Northwestern University.

Ronda Chu is the Acting Assistant Chief Financial Officer at San Francisco International Airport (SFO), operated by the Airport Commission of the City and County of San Francisco. She oversees the airport’s financial operations, with a focus on long-term stability and growth. Her leadership spans strategic planning, budgeting, financial systems & reporting, financial planning & analysis, revenue management, capital financing, procurement and risk management. She manages a $1.7 billion operating budget, oversees the financing of a $12.5 billion capital improvement plan, and guides a $9.7 billion debt portfolio—key elements that ensure the airport’s financial strength and resilience.

She brings over 25 years of experience in municipal finance, with a background that spans both advisory and issuer roles. Before joining SFO in 2008, she worked as a management consultant, delivering financial and business planning services to airports and municipalities across the U.S and internationally.

Ms. Chu holds a Bachelor of Arts in Economics from the University of California, Berkeley, and a Master of Science in Financial Economics from the University of London. Committed to professional and community service, Ms. Chu previously served as a Board Member for a nonprofit 501(c)(3) organization from 2012 to 2021. She is currently a member of the Airport Council International-North America (ACI-NA) Finance Committee and serves as Chair of the Strategic Planning and Performance Management Working Group.