Beating the Summer Heat with Top Golf
In July, we embraced the SoCal summer with our much-anticipated interactive event at Top Golf. The focus of the day was Year-End Closing Best Practices, led by an expert panel from Rogers, Anderson, Malody & Scott, LLP and joined by special guest Jennifer Ustation from the City of Beaumont. After an insightful presentation, attendees participated in an engaging discussion and lively Q&A. But the learning didn’t stop there – our members took their collaborative spirit to the tee box! With appetizers in hand and a bit of friendly competition in the air, connections were strengthened and memories made.

 

Diving into Insurance Insights at Dave & Buster’s
In September, we returned to one of our favorite meeting spots, Dave & Buster’s in Ontario, for another engaging event. This time, we had the pleasure of hosting Rob Lowe from Allied Insurance Services. His presentation provided invaluable insights into today’s challenging insurance landscape, covering topics such as impactful market conditions for insureds, trends in underwriting, and the key concerns driving decisions for insurance risk managers. Attendees left with practical takeaways on how Finance Directors can skillfully navigate this evolving environment.

 

Both events brought together knowledge-sharing, networking, and just the right amount of fun – true to the spirit of our Inland Empire Chapter! Stay tuned for more opportunities to connect, learn, and grow together in the months ahead.

Year-End Holiday Gathering
Anticipating a holiday gathering that will be significantly larger than in previous years, we’ve selected an exciting new venue for this year’s event. This year, we will convene at the Sierra Lakes Golf Club and have an informative presentation by the one and only, Michael Coleman. Registration is open, so be sure to sign up! See you on December 4th!

Special thanks to Tori Roberts (Inland Empire Chapter Chair), Sid Jain and Matthew Schenk (Inland Empire Chapter Vice Chairs), and Veronica Bustillos, Jessica Brown, Evelyn Morentin Barcena, and Heidi Schoeppe (Chapter Committee Members).  

Heidi Schoeppe is the President/Managing Director and Chief Compliance Officer for Webb Municipal Finance, LLC. She is a registered principal municipal advisor representative and a leader in the development of innovative solutions for the formation and administration of special financing districts for municipalities throughout California and Nevada.
Heidi has nearly 20 years of experience in providing full program management, administration, annexation, district auditing, constituent relations, and consulting services. Heidi has authored disclosure, debt, and land secured special financing district policies, staying in front of legislative updates to ensure her clients are receiving sound guidance.
Heidi currently serves as Vice Chair to the Communication Committee and as an Advisor to the CSMFO Professional Standard Committee. In addition, Heidi is a member of the Leadership Team for the Inland Empire Chapter of CSMFO.