2013 Municipal Professionals Institute INSTRUCTOR BIOS Sue Battani Susan Battani is a Director for David A. Vaudt, CPA, Iowa’s Auditor of State (AOS), and has worked for the office since graduating from Northeast Missouri State University (now Truman State University) in 1977. As a Director in the Financial Audit Division, Sue’s primary responsibilities include providing technical assistance and training to local governments and to their auditors. She also participates in the Auditor’s Office Quality Review Program of CPA firm reports and work-papers, is involved with re-audits of local governments, and performs reviews of certain local government audit reports and workpapers prepared by AOS staff. Sue has been involved for several years with various local government training programs including programs for the ISCPA as well as the Iowa Association of School Business Officials (IASBO), the Iowa Superintendent’s Finance and Leadership Consortium (ISFLC), the Iowa School Business Management Academy (ISBMA) and the Iowa Municipal Professionals Institute. She is a member of the Iowa Society of Certified Public Accountants, the American Institute of Certified Public Jim Wainright Jim Wainwright is a member of Ahlers & Cooney, P.C.’s Litigation and Public Finance & Law practice areas, serving cities, city utilities, counties, school districts, special districts, and other local governments in the exercise of their powers and in litigation. Jim’s expertise in local government law allows him to serve as a resource for city attorneys and local government officials. His representation of municipal entities includes litigation in federal and state courts, as well as practice before administrative agencies in regard to such matters as election contests, franchise fees, special assessments, Chapter 573 claims, public improvement contract litigation, open meetings, public records requests, public bidding, eminent domain, annexation, and the exercise of home rule powers. Ryan Berry Ryan Berry is the Public Fund Sales Associate for the local government investment pools administered and marketed by Miles Capital. He is responsible for both the growth and maintenance of relationships and asset levels for the IPAIT program. He also builds and maintains relationships with banks across the state of Iowa to provide CDs and other investments for the portfolios and individual participants. Ryan has over 8 years of banking and financial relationship management experience and comes to Miles Capital with his most recent position as Assistant Vice President and Branch Manager at Bank of the West. John Danos and Amy Bjork John Danos and Amy Bjork are attorneys in the Des Moines office of the Dorsey & Whitney law firm. They specialize in municipal law and finance, with a particular emphasis on general municipal finance and project construction, tax increment financing and economic development. John and Amy are graduates of the Drake University Law School. As "bond attorneys," they provide the legal services that are needed when cities issue bonds or notes to construct public projects, using general obligation debt service levies, utility revenue, special assessments road use tax revenues, local option tax revenues and other special revenue sources. They give opinions certifying that the issuer has complied with all applicable state and federal laws and that the interest income on the bonds or notes is exempt from federal income taxation. In addition, they provide guidance on the open meetings law, public bidding laws, adoption of ordinances and the various aspects of economic development. Together, they have helped hundreds of cities around the state with the establishment and development of urban renewal and tax increment financing projects. They have also created innovative methods of financing economic development projects, including TIF rebate agreements. They regularly provide advice and assistance to the Iowa Department of Economic Development and the Iowa League of Cities." Don Broshar Don Broshar, Extension Youth and Community Development Specialist, has worked in youth and organization development for over 34 years, 31 of those with ISU Extension. He has served as a youth program coordinator, a youth and family counselor, a County Extension Director, an Organizational Development Specialist, a Youth Development Specialist, and a Community Development Specialist. He has facilitated groups of many sizes and many purposes ranging from not-for-profit youth and community groups to university work groups and departments, to school systems, to community businesses. He has trained employees, staff, and faculty in topics ranging from communications to stress management to personal leadership and management skills to conflict management to coping with change to youth development. Don currently provides leadership and training in youth and community development for Extension staff and other community leaders. He works with communities and organizations to help build the capacity for youth development. He also works in Iowa’s communities providing leadership training and consults with individual organizations, departments, and groups in dealing with organizational change, difficult situations, and conflict. Some recent workshops include: Hardin County Leadership Program Jasper County Leadership Program Ames Diversity Group Sioux County Leadership Program ISU NREM Departmental Retreat Clarence Town Meeting DHS Leadership Program Granger Economic Development Association- Vision and Planning Fort Dodge Museum Board of Directors- Strategic Direction and Board Functioning Ames City Parks and Recreation- Community Forums for Aquatic Center Main Street/Adel Partners- Board of Directors Future Planning Ottumwa Partners-Community Planning and Vision Southwest Iowa Rural Development Resource Center- Structured Conversation about the Future College of Human Sciences Departmental Staff Retreat Center for Childcare Resources Board of Directors Retreat Grow Iowa, Inc.- Priority Setting Wright County Board of Supervisors- Team Building Tim Moerman Tim Moerman is a native of Sioux Center, Iowa. He graduated from Dordt College in Sioux Center in 1986 with degrees in business administration and accounting. He graduated from Iowa State University in 1995 with a Masters in Public Administration. He has been in public administration in Iowa since 1986, serving as a City Administrator in Sibley, Jefferson and Mason City, and as the Assistant City Manager in Dubuque. Tim has been the Economic Development Director for the City of Ankeny since July of 2005. He has taken active roles in professional organizations, church leadership and community service organizations. He has been a mentor in the Big Brother/Big Sister Program for seven years. Tim is married with three children and eight grandchildren. Mark Cory R. Mark Cory was born in Nevada, Iowa, on April 15, 1960. He attended the University of Northern Iowa (B.A., with honors, 1982) and Drake University (J.D., with honors, 1986) where he was a member of the Drake Law Review staff, the Moot Court Board and the Regional Moot Court Team. He is a member of Order of the Coif and National Order of the Barristers and was admitted to the Iowa Bar in 1986. He is a member of the firm of Ahlers, Cooney, Dorweiler, Haynie, Smith and Albee, P.C.’s finance department. He is a member of the American Bar Association, Polk County and Iowa State Bar Associations and the National Association of Bond Lawyers. He has served as a guest lecturer for Drake University Law School, Iowa State University and the Iowa Municipal Clerks’ Institute. Minniette Bucklin Minniette Bucklin is an associate attorney in the public finance department at Ahlers & Cooney, P.C. Her primary practice concentrations are in tax-exempt finance and securities law, with a focus on transactions for cities, counties, school districts, community colleges and municipal utilities. Not only does Minniette assist clients throughout Iowa with the issuance of governmental bonds, but she also advises clients with respect to issues involving economic development, the investment of public funds, permissible expenditures and public contracting. Minniette has experience with a variety of transactions including parity utility revenue bonds, sales tax revenue bonds, tax credit bonds, tax credit bonds, Build America Bonds and general obligation bonds. Minniette received her Bachelor of Arts, with a High Distinction, in English and psychology from the University of Iowa in May 1999. In December 2008, Minniette received her J.D., with Honors, from Drake Law School. Minniette is a member of the American Bar Association, the Iowa State Bar Association, the Polk County Bar Association and the National Association of Bond Lawyers. Patricia Martin Pat Martin began her legal career at Ahlers & Cooney. She practiced in the litigation area with an emphasis on employment law and general litigation for 13 years and then left the firm in 1994 for an in-house position at Maytag Corporation. She worked in the Maytag Law Department for approximately 13 years until 2006 when Maytag was sold to Whirlpool. She then returned to the firm. Her background has resulted in a highperformance attorney with a proven track record as law department leader and legal counselor to public and private entities, executives, company directors and employees. At Maytag, Pat advanced to Vice President, Deputy General Counsel & Secretary of the Board of Directors. She developed a reputation as a practical problem solver with business acumen and a remarkable ability to facilitate with a variety of audiences to achieve goals on target. She has specialized knowledge and experience in general practice, including but not limited to: economic development, corporate law, employment (including workforce organization and transactions), benefits, executive compensation, securities (SarbanesOxley Act), mergers and acquisitions, investigations, corporate governance and public company law. Upon her return to Ahlers & Cooney, in line with her business background, she has developed a practice in urban renewal and economic development work, primarily with public entities (cities and counties), by which tax incentives are exchanged for new economic development and/or jobs. She also continues to advise clients in employment and business transactions. Patrick Callahan Pat is currently a municipal consultant with Snyder & Associates, working out of the Cedar Rapids office. He worked for Ruan Securities Corporation as a financial consultant from 1999 to 2005. His work includes managing consulting business for cities and counties, providing assistance with cable franchise renewal process, management studies, salary surveys, and related studies and projects, providing part-time consulting services to the Institute of Public Affairs at the University of Iowa, and providing part-time assistance to the Brimeyer Group Inc. for city manager/city administrator searches. He previously worked for the City of Anamosa as City Administrator from 2006 to 2010, the City of Maquoketa as City Manager from 1978 to 1993, the City of West Point as City Administrator/Utility Director and the City of Fort Madison as City Planning/Assistant to Director of Public Works. He has held memberships on many organizational boards and committees. He holds a Bachelor of Arts degree in political science from Loras College and a Master of Arts degree in public administration from the University of Iowa. Dawn Eyestone Prior to returning to school to complete an advanced degree in communication, Dawn Eyestone spent over ten years working as a technical writer and graphic designer in a variety of fields, including real estate, banking, manufacturing, and farming. She has over four years experience teaching communication courses at the college level. There courses range from freshman level composition to upper division business communication and speech communication. Additionally, as a member of the U.S. military, she also has experience with military communication protocols. Dawn Eyestone received her Master of Arts degree in English literature from Iowa State University in 2008 and is currently working on a doctoral project in critical education methodologies. Paul Greufe Paul J. Greufe, SPHR has over 20 years of experience in all areas of Human Resources management. He is President of P.J. Greufe & Associates, a business partner specializing in Human Resources. His experience and expertise range from small businesses to large corporations and from private sector to public sector organizations. He has instructed more than 150 graduate and undergraduate courses. He has made many professional presentations and holds Board Affiliations and Association Memberships. His undergraduate degree is from Drake University and he holds a masters degree from St. Ambrose University. He has taught a variety of management and human resources courses and seminars at St. Ambrose University, Clarke College, the University of Iowa and Iowa State University. Elizbeth Grob Elizabeth A. Grob was born in St. Louis, Missouri. She received her B.A. in 1988 from the University of Mississippi, her M.A. from the University of Missouri in 1990, and her J.D. (with honors) from Drake University in 1996. She was a member of the Drake Law Review and is a member of the Order of the Coif. She was admitted to the Iowa Bar in 1996 and is a member of the Public Finance and Local Government Law departments of the Firm. Robert Jester President of Jester Insurance Services, Inc., Bob has over 40 years experience in commercial lines insurance with extensive involvement in governmental insurance accounts. He is currently Managing Agent for the Iowa Association of School Boards and Iowa Association of Municipal Utilities. He is Past-President of the Independent Insurance Agents of Iowa and the Iowa Natural Heritage Foundation. In addition to the Municipal Clerks' Institute, Bob has spoken to the Municipal Finance Officers, Iowa Association of School Boards, Iowa Petroleum Marketers and many other Iowa organizations in Insurance and Risk Management, including area city clerks' groups. Alan Kemp Alan Kemp joined the League in July 1999. As the Director of Membership Services, Alan has the overall responsibility for the League’s technical assistance and training programs. Alan answers member inquiries; provides research support and develops educational workshops on topics of interest to municipal officials. Alan also provides professional assistance to the Iowa Municipal Attorneys Association and the Iowa City/County Management Association. Before joining the League, Alan was the City Administrator for the city of Mitchellville and prior to that; he was an Administrative Assistant for the city of Windsor Heights. Alan is a graduate of the University of Iowa with bachelor’s degrees in Political Science and Journalism. He is currently finalizing his Masters in Public Administration at Iowa State University by completing a management study of combined city and school district libraries. Julie Smith Julie Smith began her legislative career as a Legal Counsel for the Legislative Services Agency drafting legislation and staffing committees. She is currently on contract lobbyist at the state level whose clients include the Iowa League of Cities and the Iowa Association of Municipal Utilities. Ms. Smith teaches the third year Legislative Practice course at the Drake University Law School and monitors the third year lobbying internships at the State Capitol. In addition to practicing legislative law, Julie is the Director of the Legislative Practice Center. with Distinction from the University of Iowa Law School in 1988 and her undergraduate degree in history from Coe College in 1984. Mary Mosiman Mary Mosiman is a knowledgeable, hard-working individual with experience in leadership, management, accounting and local government work who focuses on professionalism, mutual respect and excellent public service. She currently works for the Iowa Secretary of State as Deputy of Elections, where she helps establish policy, manage daily operations and work plans for the staff in voter registration services and election administration, and works on budget matters. Her prior work experience includes working as the Story County Auditor and Commissioner of Election, an owner and operator of a home daycare center, and as an accounting assistant. Mary has been certified in Iowa State Election Administrators Training (SEAT) since 2004 and certified as an Iowa public accountant since 2003. She holds a B.S. degree in business and accounting from Iowa State University. Kathleen Richardson Kathleen Richardson is Director and Assistant Professor in the Drake School of Journalism and Mass Communication, where she teaches media law and ethics. Prior to teaching, Richardson worked for 20 years as a news editor, copy desk chief and columnist at the Des Moines Register and the Des Moines Tribune. She also worked as a freelance book and magazine editor for Meredith Corporation. She received her Master’s Degree in Journalism from Drake University in 2001 and her Law Degree from the Drake University Law School in 2002. She is a member of the Iowa Bar. Richardson is also executive secretary for the Iowa Freedom of Information Council, a non-profit coalition of journalists, educators, attorneys, librarians and others that promotes open government and is headquartered in the Drake journalism school. She produces educational materials on the state’s open meetings and records laws, conducts workshops and answers citizens’ and journalists’ inquiries on the Council “hotline.” Jennifer Rodenbeck Jennifer Rodenbeck is the Finance Manager/City Clerk for the City of Cedar Falls. She has been with the City for 15 years. In her job with the City she oversees the annual audit, annual budget, CIP, accounting, payroll, public records, clerk’s office, parking, and human resources. Prior to coming the City of Cedar Falls, she worked for a small CPA firm where she did several audits of cities, school districts and other governmental entities. Jennifer graduated from the University of Northern Iowa with a B.A. in accounting and earned her CPA designation. She also earned the Certified Public Financial Officer designation from GFOA. The City of Cedar Falls has received the GFOA achievement in financial reporting and budgeting for the past several years. Outside of work, Jennifer enjoys spending time with her husband and daughter. She enjoys gardening, boating and reading historical biographies. Fern Stewart Fern Stewart is the West Des Moines Deputy City Clerk. She has been employed with the City of West Des Moines for over 19 years, working in Parks and Recreation, in the City Manager's office and in her current position since 2000. She completed her Bachelor of Science degree in 2002 and is a 2003 graduate of the Municipal Clerks' Institute. She has also earned the lIMC Certified Municipal Clerk and the IMFOA Certified Municipal Finance Officer designations. Ms. Stewart is a member of the International Institute of Municipal Clerks, the Iowa Municipal Finance Officers Association and the Golden Circle Municipal Officers Association. Alan Vandehaar Alan Vandehaar has worked as a community development specialist with Iowa State University Extension since 1987. He has conducted numerous community development programs, including planning and zoning training workshops, leadership development programs, and nonprofit management programs. He played a key role in organizing the State Election Administrators Training program, and has taught numerous years at the annual Iowa Municipal Clerks Institute. He is the ISU Extension project manager for the Iowa Precinct Election (PEO) Official Certification Training program. Working with the County Auditors association and the Iowa Secretary of States Office, he developed the curriculum and trained extension staff to teach the program around the state. Alan holds undergraduate degrees from Drake University and Iowa State University and a Masters degree in Community and Regional Planning from Iowa State University. He is a member of the American Institute of Certified Planners, American Planning Association. Denise Vrchota Denise Vrchota is an adjunct assistant professor in the English Department at Iowa State University. She earned her BA from UNI (1971) in English, MA from ISU (1976) in English, Speech, and Journalism, and Ph.D. from ISU in 1989 in Adult and Extension Education. She has been a faculty member at ISU since 1976 and teaches courses in interpersonal, nonverbal, and professional communication.