HRSD is the regional wastewater authority serving 1.9 million people in 20 cities and counties in Southeast Virginia. As the 14th largest wastewater utility in the country, HRSD's promise is to treat wastewater and recover natural resources to protect public health and the environment.

I lead four divisions within the Finance Department: Customer Care (Call Center, Payments, Billing, Debt Solutions), Procurement, Accounting, and Business Intelligence/Capital Planning. The Finance Department is responsible for the Annual Budget, Comprehensive Annual Financial Report, capital financing, HRSD's ERP system (Oracle EBS), Oracle CC&B, 20-year financial model, business case, financial and rate modeling, and managing our treasury and investments ($200M Liquidity, $71M OPEB). Three Ratings Agency upgrades in my tenure: March 2018 Moody's, August 2019 S&P, February 2020 Moody's. HRSD closed on a historic $1.048 billion Master Financing Agreement with WIFIA for the SWIFT program in 2020. The first tranche closed at $225 million @ 1.42% and the second tranche at $478 million @1.95% for 34 years in 2021. Combined with Virginia Clean Water Revolving Loans Funds, ratepayers will save over $500 million in financing costs compared to market rates.2019 Bond Sale Highlights $29.5M NPV Savings (Taxable Refunding + Cash Defeasance/Optimization), 13.4% of refunded par Largest refunded savings in HRSD's history S&P upgraded subordinate lien to AA+Debt Issuance Experience (negotiated and competitive) $394 million in tax-exempt new money revenue bonds $50 million tax-exempt variable rate debt, with self-liquidity $137 million in tax-exempt refunding bonds $205 million in taxable refunding bondsTotal NPV refunding savings = $56.7 millionHRSD Stats Service area includes 1.9 million people (20% of all Virginians) 20 cities/counties 225 million gallons per day capacity Fitch/S&P/Moody's AA+ (Senior Lien)FY22 BUDGET Revenue $358 million OpEx $178 million FY22-31 Capital Improvement Program $3.0 billionDebt Service Coverage2014 = 1.40x2015 = 1.45x (Started CFO role Oct 2015)2016 = 1.85x 2017 = 2.00x2018 = 2.31x (Moody's Upgrade)2019 = 2.62x (S&P Upgrade/Moody's Upgrade)2020 = 2.81x

I was responsible for planning the required HRSD infrastructure to meet the future growth needs in southeastern Virginia. This includes treatment plant expansions, pump stations and pipelines. I was responsible for planning HRSD's $1.2 billion capital improvement program (CIP). In addition, I managed the Hydraulic Modeling, Geographic Information Systems, Data Analysis, and Planning sections. I led a team that is projecting a +$133 million NPV savings by closing a 24 MGD wastewater treatment plant and the flow would be diverted to another plant with sufficient capacity.I was also involved in building discounted cash flow models with Monte Carlo simulations, biosolids resource recovery master planning, long term operating strategies and regulatory compliance related to the Chesapeake Bay TMDL, EPA Clean Air modifications and the Consent Decree for Sanitary Sewer Overflows.

The $3.0 Billion Virginia Investment Pool (VIP) was established in 2013 by local Treasurers and Investment Officers through the sponsorship of the Virginia Association of Counties and the Virginia Municipal League. The impetus behind the creation of VIP was to develop an investment vehicle in which local governments could jointly invest to prudently achieve higher earnings on operating and reserve funds. VIP enables local governments to take advantage of the full range of investments authorized in the Code of Virginia with the guidance of a professional fund manager.Participants own and control VIP, which is a governmental trust under Section 115 of the Internal Revenue Code. Established through the Joint Exercise of Powers provisions of the State Code, governments and authorities elect to participate in VIP by adopting an ordinance or resolution. In localities with elected Treasurers, Treasurers are empowered by state law to participate in VIP without the ordinance/resolution requirement. Jointly-administered investment pools, such as VIP, are now recognized as an allowable investment in the Investment of Public Funds Act by a unanimous vote of the General Assembly in 2017.

For more than four decades, the National Association of Clean Water Agencies (NACWA) has been the nation’s recognized leader in legislative, regulatory and legal advocacy on the full spectrum of clean water issues, as well as a top technical resource for water management, sustainability and ecosystem protection interests.NACWA represents public wastewater and stormwater agencies of all sizes nationwide. The Association's unique and growing network strengthens the advocacy voice for all member utilities, and ensures they have the tools necessary to provide affordable and sustainable clean water for all.Our vision is to represent every utility as a NACWA member, helping build a strong and sustainable clean water future.

The Virginia Board of Accountancy, established in 1910, regulates certified public accountants in Virginia through a program of examination, licensure for individuals and firms, consumer protection with enforcement, continuing professional education audits, and peer review oversight.The VBOA’s mission is to protect the citizens of the Commonwealth through a regulatory program of licensure and compliance of CPAs and CPA firms.The Virginia Board consists of seven members appointed by the Governor. The Board includes four members who hold Virginia licenses and have been actively engaged in providing services to the public for at least three years; one member who holds a Virginia license actively engaged in providing services to the public or to or on behalf of an employer in government or industry for at least three years; one educator in the field of accounting who holds a Virginia license; and one public non-CPA member.

The Planning Commission is an 11-member body, appointed by the City Council (four year terms, two term max), responsible for the review of land use and zoning matters for the City of Virginia Beach. The Planning Commission reviews applications submitted for changes to zoning districts, conditional use permits, street closures, zoning ordinance and plan amendments, and other land use and zoning matters. The Commission makes a recommendation on each item to City Council, who then makes the final determination on the recommended items during one of their regular meetings. The Commission is supported by the Planning Director and the Planning Department staff. The Director and staff review each submitted item and make a recommendation to the Planning Commission as to whether or not the request is consistent with the policies, plans, and ordinances of the City of Virginia Beach.