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Home My WebLink About2021-11-22 Study Session - PS Airport Commission InterviewsInterview Start End First Name Last Name 12:30 PM 12:40 PM Gregg Akkerman 12:45 PM 12:55 PM Michael Bell 1:00 PM 1:10 PM Maryanne Dorniak 1:15 PM 1:30 PM BREAK 1:30 PM 1:40 AM Shaun Murphy 1:45 PM 1:55 PM Diane Servos‐Newman 2:00 PM 2:10 PM Katherine Koster 2:15 PM 2:25 PM Frederick Sherman 2:30 PM 2:45 PM BREAK 2:45 PM 2:55 PM Mary Ann Anderson 3:00 PM 3:10 PM Kevin Wiseman 3:15 PM 4:00 PM Deliberation CITY COUNCIL STUDY SESSION Candidate Interview Schedule for the Palm Springs International Airport Commission Monday, November 22, 2021 ‐ 12:30 p.m. Page 1 CllY Of P Al M 73-510 FRED WARING DRIVE P ALM D ESERT, CALIFORNIA 92260-25 78 TEL: 760 346-061 I info @cityofpalmdesert.org NOTICE OF STUDY SESSION OF THE PALM DESERT CITY COUNCIL NOTICE IS HEREBY GIVEN that the Palm Desert City Council will convene for a Study Session Monday, November 22 at 12 :30 p.m . -a Virtual Meeting. Said Study Session w ill be for the purpose of reviewing applications , interviewing applicants and considering appointment to the Palm Springs International Airport Commission . Resulting recommendations will be considered at an upcoming Regular City Council Meeting . NORMA I. ALLEY , MMC CITY CLERK Posted: November 16 , 2021 NO ACTIONS WILL BE TAKEN AT THE STUDY SESSION NOTE: Pursuant to Assembly Bill 361, this meeting may be conducted by teleconference and there will be no in-person public access to the meeting location. Study Session is posted on the City's website: www.cityofpalmdesert.org/ under the Council Agenda link at the top of the homepage and by selecting the November 22, 2021, Study Session scheduled for 12:30 p.m. \\srv-everyon e\everyon e\Staff Repo rts -Sha re d 2\Staff Reports 09-09-202 1\4 -No rma - 09-09-2021 \9-9-2021 Study Sess ion -Notice.docx Page 2 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: September 6, 2021 1:32 PM Applicant Information Name: Gregg Akkerman Residence Address: 131 Vista Oro Email Address: greggakkerman@me.com Phone Number: 8648149081 Palm Desert Residency: 5 - 10 years Employment History Employer Name: Carnival Cruise Line, Piano Bar Entertainer Employer Address: 3655 NW 87 Avenue, Miami, FL 33178-2428 Page 3 Start Date: October 2015 End Date: March 2021 Resume Option: Yes Resume Upload: AKKERMAN Resumé.pdf, 0.16MB Experience Education: University of Northern Colorado, Doctorate of Arts in Music Theory and Composition San Diego State University, Master of Music San Diego State University, Bachelor of Arts in Psychology College of the Desert (completed 58 credits of General Education) Palm Springs High School Civic Involvement: Commissioner for Parks and Recreation, city of Palm Desert (current). Board member for Homeowner's Association, Vista Palms in Palm Desert (current) City Arts and Grants Program, Spartanburg, SC (2010-2012) Member of BMI (Broadcast Music, Inc.) since 1989 Other Special Training or Experience: As a tenured professor at a state university for 10 years I have vast experience with communication skills, serving on long-term and ad-hoc committees, and successfully completing projects as both a team member or team leader. Page 4 References: Yes Advisory Boards: Previous Experience: Yes Previous Experience: Parks and Recreation, 2021 Preference: Airport Motivation: Having used the Palm Springs airport since the 1970s, I have a personal interest in its history and future development especially with regards to serving the Palm Desert community. After having become retired from the cruise ship industry due to Covid, I am excited to dedicate more time to civic involvement. I have begun on a neighborhood level with my local HOA, then moved to the city level with Parks and Rec, and would now like to expand into regional involvement with the Airport Commission. Note: I had two references submitted in 2021 when I applied to the Parks and Rec Commission. Could you please refer to them as references for this application as well? Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): Page 5 , MB Acknowledgement & Signature Acknowledgement: Yes Signature: Page 6 Résumé Dr. Gregg Akkerman 131 Vista Oro Palm Desert, CA 92260 Mobile: (864) 814-9081 greggakkerman@me.com SKILLS Piano Bar Entertainer (vocals and piano) University Educator Music Director/Arranger/Educator/Author/Guest Speaker RECENT EMPLOYMENT EXPERIENCE 2015-2020 Piano Bar Entertainer for Carnival Cruise Line 2015 Neil Diamond Tribute/Guest Entertainer for P&O-Australia Cruise Line 2014-2015 Piano Bar Entertainer for P&O-Australia Cruise Line OTHER EMPLOYMENT EXPERIENCE 2015-2018 Desert Sands Unified School District: Substitute Teacher 2004-2013 University of South Carolina Upstate: Tenured Associate Professor of Music 2002-2004 University of Northern Colorado: Adjunct Instructor 2004 Front Range Community College: Adjunct Instructor 2001 Southwestern Community College: Adjunct Instructor 2001 Grossmont College: Adjunct Instructor EDUCATION 2004 Doctor of Arts, University of Northern Colorado: Music Theory and Composition 2000 Master of Music, San Diego State University: Jazz Studies (Piano) 1989 Bachelor of Arts, San Diego State University: Psychology CIVIC INVOLVEMENT 2021 Commissioner for Parks and Recreation, city of Palm Desert, CA 2021 Home Owners Association Board of Directors (secretary): Vista Paseo BOOKS PUBLISHED 2020 The Keyboardist’s Career Power Pack. Amazon. 2018 How to Be an Awesome Piano Bar Entertainer. Amazon. 2014 Experiencing Led Zeppelin: A Listener’s Companion. Rowman & Littlefield. 2012 The Last Balladeer: The Johnny Hartman Story. Scarecrow Press. CD RECORDINGS 2014 If the House Is A-Rockin.’ Gregg Akkerman, RIP Productions REFERENCES Alex Shayne: Director of Special Events, Agua Caliente Casino: alexshayne@ymail.com Christian Kongawi: Music Manager, Carnival Cruise Line: christian.kongawi@gmail.com Janet Hammer: vocalist and booking agent: janethammer@cox.net Page 7 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: April 16, 2021 1:16 AM Applicant Reference Request For: Gregg Akkerman Reference Name: Alex Shayne Email Address: alexshayne@ymail.com Residence: Palm Springs Relationship Years Known: Over 20 years History: Gregg and I met when we were in Jr. High School here in the Desert and have been friends ever since. Gregg is a supportive, kind and loyal person. Page 8 Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Knowledge of Understanding of Community Issues, Fair & Open-minded, Preparation Additional Infomation Page 9 Additional Information: He is dedicated to the things he believes in and would serve the community well. Greg excels in leadership roles and I am happy to serve as a reference for him. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 10 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: April 25, 2021 10:51 AM Applicant Reference Request For: Gregg Akkerman Reference Name: Dale M Crippen Email Address: dcrippen@dc.rr.com Residence: Palm Desert Relationship Years Known: Over 20 years History: I met Gregg Akkerman when he was a student at Rancho Mirage Elementary School and friend of my daughters Geri and Kathy. He is at this time married to my daughter Kathy. In all those years I have known Gregg to be a fine, upstanding. and dedicated person. He will be a great addition to your city leadership team. Gregg is an extremely accomplished person, demonstrated by his doctoral degree, the fact that Page 11 he has written and published several books, and his successful tenure as a professor at a major established university. When he takes on a task he completes it in a superior manner! Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Strongest Skills Page 12 Fair & Open-minded, Effective Communication, Analytical Skills Additional Infomation Additional Information: I came to Palm Desert when I was in High School, I graduated from the first class of Indio High School. I attended the first Class of College of the Desert. I hold a BA, and MA. My teaching career has been spent in its entirety in DSUSD, 21 years at Lincoln School. I spent 25 years in Leadership of Desert Sands Teachers Association and served at the local, state, and federal levels of the United Teaching Profession. I know a leader when I see one. My family and myself have spent 4 generations living in Palm Desert and want the best for it, Gregg Akkerman is the best! Acknowledgement & Signature Acknowledgement: Yes Signature: Page 13 Page 14 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: August 30, 2021 4:06 PM Applicant Information Name: Michael Bell Residence Address: 49212 Quercus Ln, Palm Desert, CA 92260 Email Address: mfbell54@gmail.com Phone Number: 818-378-2188 Palm Desert Residency: Up to 5 years Employment History Employer Name: Self-employed Attorneyt Employer Address: 49212 Quercus Ln, Palm Desert, CA 92260 Page 15 Start Date: January 2015 End Date: Resume Option: Yes Resume Upload: Michael F Bell Resume .pdf, 0.1MB Experience Education: See Resume Civic Involvement: Director and Treasurer of Northridge South Neighborhood Counsel from 2015 to June 30, 2021. Neighborhood Councils are advisory bodies, who advocate for their communities with City Hall on important issues like development, homelessness, and emergency preparedness. Neighborhood Councils are part of the Los Angeles City government, and have annual budgets funded by taxpayer dollars. Neighborhood Council board members are City officials who are elected by the members of their local communities, but they donate their time as volunteers. Other Special Training or Experience: See Resume References: Page 16 Yes Advisory Boards: Previous Experience: No Previous Experience: Preference: El Paseo Parking & Business Improvement, Parks & Recreation, Airport Motivation: I wish to continue my involvement on City Advisory Boards after participating in City of Los Angeles Neighborhood Council advisory board system for 6 years. Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): , MB Acknowledgement & Signature Acknowledgement: Yes Page 17 Signature: Page 18 Michael F. Bell 49212 Quercus Ln Palm Desert, CA 92260 Mobile 818-378-2188 mfbell.law@gmail.com EXPERIENCE 42 years as licensed attorney, with the first 35 years specializing in civil jury and bench trials in both state and federal court for commercial, insurance coverage, and ERISA pension and welfare benefit plan litigation and the last 7 years acting as in-house counsel or general corporate counsel for private clients. Michael F. Bell, Attorney, Los Angeles, CA 1/1/2015 to present • General commercial and transactional advice for corporate and private clients, including contract review of vendor, distribution and licensing agreements, commercial leases, consulting and employment agreements review of marketing and promotional materials for FDA and FTC compliance, and liaison with outside legal counsel regarding litigation, trademarks, and regulatory compliance. Consultation and review with HR regarding employment, termination, and other personnel issues. • Contract counsel for Crystal Geyser Water Company Burke Williams & Sorensen LLP, Los Angeles, CA Of Counsel, 1/1/2014 to 12/31/2014 Partner, 7/1/2007 to 12/31/2013 • Commercial litigation • Life, accident, health, and disability insurance coverage and bad faith litigation • ERISA welfare benefit plan and pension litigation. • FINRA arbitration proceedings and related financial services litigation. • Property and casualty insurance in coverage and bad faith litigation and coverage opinions relating to property damage and environmental claims. • Insurance agents and brokers, real estate agents, actuaries, and engineers in professional errors and omissions litigation. Galton & Helm LLP, Los Angeles, CA Merged with Burke Williams & Sorensen, effective 7/1/2007 Partner, 12/1/1985 to 6/30/2007 Managing Partner, 1988 to 6/30/2007, with responsibility for directing the financial, personnel, administration, and the day-to-day business operations of a law firm, including strategic and financial planning, budgeting, staff and attorney personnel decisions, and negotiating and approving all commercial leases and vendor contracts for the firm. Booth, Mitchel, Strange & Smith, Los Angeles, CA Associate Attorney, 1979 to 11/30/1985 RECOGNITION Martindale Hubbell “AV” Rated Page 19 PUBLICATION “ERISA Beneficiary Designations: Determining Who Is Entitled to Receive Welfare or Pension Benefits,” Defense Research Institute, ERISA Report, Vol. 9, Issue 1, April 17, 2014 PRESENTATIONS “Drug and Alcohol-Free Workplace Policies”, In-house company presentations to management and supervisory employees, September and November 2016. “Litigation Risks in Life Insurance: Class Actions, Punitive Damages and Other Things That Go Bump In The Night,” Board of Directors Meeting, [Fraternal Benefit Society], February 2014 “Complex Life & Annuity Beneficiary Issues,” International Claims Association, October 2013 and Webinar, May 2013 “Group Life Insurance Claims,” Eastern Claims Conference, February 2013 “Sex, Drugs, Alcohol, and Other Interesting Ways to Die,” International Claims Association, October 2012 "[Mis]Adventures in Social Media in Employment and Litigation," Eastern Claims Conference, February 2012 "Death on the Strip," International Claim Association, October 2011 "Complex Life Claims: Surviving Stranger-Originated Life Insurance, Contentious Beneficiaries, and [un]Fair Claims Practices," Association of Fraternal Benefit Counsel, March 2011 "Complex Life Claims," Eastern Claims Conference, February 2011 "Misrepresentation and Rescission," International Claim Association, October 2010, and Webinar, August 2010 "Death by Longhorn: Sex, Drugs, Alcohol, and Other Interesting Ways to Die," International Claims Association, October 2010 “Group Life Claims,” Eastern Claims Conference, March 2010 "Complex Life & Annuity Beneficiary Issues: Who Are You Going to Pay?," Eastern Claims Conference, March 2009 "Death in the Desert: Sex, Drugs & Rock'n'Roll," International Claim Association, September 2008 "Accidental Death: Sex, Drugs, Alcohol, and Other Interesting Ways to Die," Eastern Claims Conference, March 2008 "Complex Life Claims," International Claim Association, October 2007 "Snakes on a Claim: How Not to Get Bit in Deposition," Western Claims Conference, June 2007 and Eastern Claims Conference, March 2007 "California's Fair Claims Settlement Practices," International Claim Association, September 2006 Page 20 "Beneficiary Issues: Who Are You Going to Pay?," Western Claims Conference, June 2006 and Eastern Claims Conference, March 2006 "Bad Faith and Punitive Damages, and How to Avoid Liability for Both in Claims Handling," Eastern Claims Conference, March 2006 "Bad Faith and Punitive Damages Post-Campbell," International Claim Association, September 2005 "Alternative Dispute Resolution: Arbitration and Mediation of Insurance Claims," Eastern Claims Conference, March 2005 "Disability Law Update," International Claim Association, October 2004 "Mediation of Insurance Claims," International Claim Association, October 2004 "California's Fair Claims Settlement Practices Regulations," Eastern Claims Conference, February 2004 "Disability Law Update," Western Claims Conference, June 2003 "New Developments in Life Insurance Litigation," Eastern Claims Conference, March 2003 "Accidental Death Claims," Eastern Claims Conference, March 2002 ADMISSIONS State Bar of California, 1979 State Bar No. 089046 United States Court of Appeals for the Ninth Circuit United States District Courts for the Central, Southern, Eastern, and Northern Districts of California EDUCATION Stanford Law School, J.D. 1979 Texas Christian University, B.A. 1976, magna cum laude Honors: Phi Beta Kappa COMMUNITY Northridge South Neighborhood Council, Board of Directors, September 2014 to June 30, 2021, and Treasurer, July 1, 2016, to June 30, 2021 Sherwood Forest Homeowners Association, Board Member, 2016 to 2019 Chancellor's Advisory Council and Director, National Alumni Board, Texas Christian University, 2008-2012. Page 21 Page 22 City of Palm Desert - Commissions & Committees Application Submitted by: Anonymous user Submitted time: Jun 8, 2021, 3:50:28 PM Applicant Information Employment History Name: Maryanne Dorniak Residence Address: 73-293 Adobe Springs Drive, Palm Desert. CA 92260 Email Address: Stanna923@gmail.com Phone Number: 718-523-2694 Palm Desert Residency: Over 20 years Employer Name: Palm Springs Unified School District — Construction Accountant — Retired Employer Address: 150 District Center Drive, Palm Springs, CA 92264 Start Date: June 1999 End Date: January 2016 Page 23 Experience Advisory Boards: Resume Option: No Education: State University of New York at Plattsburgh — BA Barnard Baruch College — Computer Sciences College of the Desert — Architecture, Accounting, Computer Sciences Civic Involvement: Palm Springs Police Department Citizens on Patrol — Staff for Airports Other Special Training or Experience: Served on the following Boards: Marriott’s Essex House Condominium Corporation Marriott’s Desert Springs Homeowner’s Association Palm Springs Police Advisory Board References: Yes Previous Experience: No Preference: Architectural Review Motivation: I am requesting appointment to the PALM SPRINGS AIRPORT COMMISSION. While acting in my capacity of Citizens on Patrol, one of my duties was to patrol the Palm Springs Airport. In so doing, t here were questions that I was asked, situations that I encountered and actions by others, including passengers, that I o bserved, some of which should be bought to the attention of the Airport Commission. In addition, I am I frequent flyer and see how I am treated as a “civilian.” I also take note of what works or does not wor k in other airports. I believe that my unique combination of the above two scenarios will allow me to bring valuable insight to the commissi on. While the safety of passengers is of paramount importance, common sense, good will and good customer service s hould never be discounted. Thank you for your consideration. Page 24 Acknowledgement & Signature Virtual Meetings: Yes Acknowledgement: Yes Page 25 Signature: signature-2021060815502655.jpg Page 26 City of Palm Desert - Reference Form Submitted by: Anonymous user Submitted time: Jun 8, 2021, 5:14:24 PM Applicant Reference Relationship Applicant Skills Reference Request For: Maryanne Dorniak Name: William P. Johnson Email Address: billjohn@att.net Residence: Palm Springs Years Known: 10 - 15 years History: I am the Volunteer Coordinator for the Project Lifesaver program at the Palm Springs, Police Department. Ma ryanne joined our volunteer group in 2007. The organization provides finders services to Alzheimer's, patient s, and other individuals who wander. Maryanne is a key member of our group and provides support to victim s and their families. She is devoted and energetic in her endeavor to make families feel their loved one is saf ely protected. Page 27 Active Listening: Above Average Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Fair & Open-minded: Above Average Preparation: Above Average Preparation: Above Average Effective Communication: Above Average Effective Communication: Above Average Analytical Skills: Average Page 28 Additional Infomation Acknowledgement & Signature Analytical Skills: Average Relevant Experience: Above Average Relevant Experience: Above Average Strongest Skills Knowledge of Understanding of Community Issues Fair & Open-minded Effective Communication Additional Information: I am aware that Maryanne has reliably attended Airport Commission meetings for some time. She is a good li stener and I am certain she has learned a lot from her attendance. Acknowledgement: Yes Page 29 Signature: signature-20210608171422273.jpg Page 30 City of Palm Desert - Reference Form Submitted by: Anonymous user Submitted time: Jun 8, 2021, 4:14:01 PM Applicant Reference Relationship Applicant Skills Reference Request For: Maryanne Dorniak Name: Joanne Dorniak Email Address: jmd1590@gmail.com Residence: Springfield, Georgia Years Known: Over 20 years History: Sister Active Listening: Above Average Page 31 Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Fair & Open-minded: Above Average Preparation: Above Average Preparation: Above Average Effective Communication: Above Average Effective Communication: Above Average Analytical Skills: Above Average Analytical Skills: Above Average Page 32 Additional Infomation Acknowledgement & Signature Relevant Experience: Above Average Relevant Experience: Above Average Strongest Skills Knowledge of Understanding of Community Issues Analytical Skills Relevant Experience Additional Information: Whenever I faced challenges in life I knew I could contact and consult my older sister and together she helpe d me solve many lives situations with a positive outcome. In my opinion Maryanne would be a valuable addi tion to the commission. Acknowledgement: Yes Page 33 Signature: signature-20210608191401579.jpg Page 34 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: August 31, 2021 8:59 AM Applicant Information Name: Shaun Murphy Residence Address: 66 Tempe Trail, Palm Desert, CA 92211 Email Address: murphy@sbemp.com Phone Number: 7604139550 Palm Desert Residency: 15 - 20 years Employment History Employer Name: SBEMP, LLP Employer Address: 1800 E Tahquitz Canyon Way Page 35 Start Date: December 2005 End Date: Resume Option: Yes Resume Upload: Bio.SMM.general.docx, 0.02MB Experience Education: See resume Civic Involvement: I have been a member of the Desert Bar Association for at least the last ten years, I was a coach for several years in Palm Desert Youth Baseball, I have chaired the SBEMP Business Awards for its five years of operation recognizing local businesses for their innovations and achievements Other Special Training or Experience: Training and experience are detailed in my resume attached. References: Yes Page 36 Advisory Boards: Previous Experience: No Previous Experience: Preference: Airport Motivation: As a relatively long-term resident, I am interested in improving the conditions of my community. One of the earliest recipients of our business awards was the PS Airport and as a result of what I learned about the airport, its development plans, and its impact on the Valley, I would be honored to participate in this commission. Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): , MB Acknowledgement & Signature Acknowledgement: Yes Page 37 Signature: Page 38 SHAUN M. MURPHY SBEMP, LLP Shaun M. Murphy is the chair of the Litigation Practice Group of Slovak, Baron, Empey, Murphy & Pinkney, LLP and a trial attorney whose practice is primarily complex civil litigation and personal injury claims. He is rated AV Preeminent by Martindale Hubbell and has a Superior rating of 10 from AVVO. Shaun’s structured, aggressive approach to litigation has contributed to several multi-million-dollar jury verdicts, including punitive damage awards, and has also obtained several, million-dollar settlements for both commercial and personal injury clients while successfully defending commercial clients on a broad range of claims. Because of Shaun’s approach and success, he has been sought out by clients throughout the United States to try their cases. Throughout his career, Shaun has represented individuals and companies on a broad range of issues, including banking and financial services, employment claims, unfair competition, multi- jurisdictional product liability/recall actions, public and private construction disputes, and land use projects involving municipalities and tribal entities. NOTABLE ENGAGEMENTS The following are examples of matters that Shaun has or is currently handling:  Currently representing a water district in multi-agency litigation involving management rights under the State Groundwater Management Act  Currently representing a water district pursuing products liability claims for defective water meters and claims related to the district’s potential liability on rate claims resulting from estimated readings  Representing homeowners in several common interest developments related to the validity or enforceability of short-term rental prohibitions  Represented Indian landowners on a transaction involving the sale of 410 acres of Indian-trust property to a national developer, including trust-to-fee issues and a land- exchange between the Agua Caliente Band of Cahuila Indians and the developer  Represented the Mt. San Jacinto Winter Park Authority (Palm Spri ngs Aerial Tramway) before the South Coast Air Quality Management District Board and successfully obtained a permit variance from the Board related to the Tramway’s use and operation of emergency generators  Successfully moved for summary adjudication in Los Angeles Superior Court on behalf of two homeowners against Wells Fargo Bank in a wrongful foreclosure case. The plaintiff’s prevailed on their claims to quiet title and to cancel an invalid deed of trust, notice of default and notice of sale  In the last several years, obtained jury verdicts of $6.75 million, $2.4 million, and $1.4 million in California and Texas, including punitive damages, in personal injury claims PUBLICATIONS  “Authenticating Web Pages: Can It Be Done?” California Litigation (Vol. 23, No. 2, 2010).  “Planning Ahead: the Importance of Validating Evidence In Civil Cases” New Developments in Evidentiary Law In California, Inside the Minds (Aspatore 2010) Page 39  Contributing Commentator, California Civil Jury Instruction Companion Handbook 2009-2010 (West Publishers) (§ 6:1)  Contributing Author, “Annual Survey of Michigan Law: Criminal Procedure,” Wayne Law Review (Vol. 42, No. 2A, Winter 1996) PUBLISHED DECISIONS  USA Waste of California, Inc. v. City of Irwindale (2010) 184 Cal.App.4th 53  Behr v. Redmond (2011) 193 Cal.App.4th 517  Peterson v. Wells Fargo Bank, N.A. (2015) 236 Cal.App.4th 844  Chemehuevi Indian Tribe v. McMahon (9th Cir. 2019) 934 F.3d 1076  Roger v. County of Riverside (2020) 44 Cal.App.5th 510  Brown v. Montage at Mission Hills (2021), _ Cal.App.5th _, 2021 Cal.App. LEXIS 694 TEACHING  University of California, Hastings College of the Law, Adjunct Professor, Legal Writing and Research (2003-2004) EDUCATION  University of California, Hastings College of the Law, J.D. (1992)  San Francisco State University, B.A., International Relations, cum laude (1989) ADMITTED TO PRACTICE  Michigan (1992)  California (1998)  Texas (2014)  New York (2015)  United States Supreme Court (1997)  United States Tax Court (1994) PROFESSIONAL AFFILIATIONS  The State Bar of California  The State Bar of Michigan  The State Bar of Texas  The State Bar of New York  Desert Bar Association Page 40 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: August 31, 2021 9:16 AM Applicant Reference Request For: Shaun Murphy Reference Name: Michael Bracken Email Address: michael@dmgeconomics.com Residence: City of Palm Desert, CA Relationship Years Known: 15 - 20 years History: Mr. Murphy is an attorney in the Coachella Valley. He and I first met as part of a case he was working on. Over time, he and his family (wife Nina and two children, Connor and Jake) became friends with my wife, daughter and I. His two children (now in High School) have been "school-mates" with my daughter for a number of years. We have had the opportunity to vacation with them and hosted each other in our homes for Page 41 events/celebrations. The relationship between ourselves and our families has now spanned over fifteen years. He is a man that I admire for his commitment to family, his desire to be involved in the community and a combination of his ability to engage people. Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Page 42 Active Listening, Fair & Open-minded, Effective Communication Additional Infomation Additional Information: Mr. Murphy is one of the most fair-minded people I know. He is grounded in a strong sense of family and desire to leave the world a better place. In an era where political divide seems the order of the day, Shaun is able to discuss politics and policy views in a manner that leads to open conversation and an exchange of ideas. While we are nine separate cities (and unincorporated areas), assets such as the Palm Springs Airport serve all of us and our region is best served having representatives that understand how air/cargo service impacts our local community and economy. Mr. Murphy is someone that understands this asset and importance. Thank you for considering Shaun Murphy for a role representing our community and region. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 43 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: August 31, 2021 10:37 AM Applicant Reference Request For: Shaun Murphy Reference Name: David Baron Email Address: Baron@sbemp.com Residence: Castle Pines/ Palm Springs Relationship Years Known: 15 - 20 years History: I have worked with Shaun for over 13 years! He has a brilliant mind and grasps complex issues quickly and is solution oriented. He will add significant assistance to the issues facing the Commission. Page 44 Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Fair & Open-minded, Effective Communication, Analytical Skills Page 45 Additional Infomation Additional Information: Shaun will provide unparalleled experience in the matters that routinely will be coming before the commission. His legal background will provide a unique and necessary perspective. Plus, he is a pleasure to be around and work with. He has wanted to donate and give back to Palm Springs where he has worked for so long. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 46 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: September 17, 2021 11:40 AM Applicant Information Name: Diane Servos-Newman Residence Address: 74121 Via Venezia Palm Desert CA. 92260 Email Address: diane.servos@gmail.com Phone Number: 2032572364 Palm Desert Residency: 5 - 10 years Employment History Employer Name: British Airways Employer Address: retired Page 47 Start Date: October 1969 End Date: December 2002 Resume Option: No Resume Upload: , MB Experience Education: Kent State University BA Sociology and Business June 1969 Civic Involvement: Executive Board of synagogue 1996-2004 Community Associations Institute Board member 2010-2014 Participated on school and camp boards for our daughter. Collected fo Cancer research in local neighborhoods. On Homeopathic board in State of Connecticut as lay laision Volunteer at local farmers markets in Indian Wells and Ranch0 Mirage Other Special Training or Experience: Award of excellence received from British Airways based on my involvement in Halifax during 9-11 diversion from London to NYC. I spent five days as their primary contact person responsible for approximately 8 747 aircraft and passengers. References: Page 48 Yes Advisory Boards: Previous Experience: No Previous Experience: Preference: Airport Motivation: I have always had a passion for travel whether it be ticketing, advising , or helping people with their travel plans . In my many years of employment with British Airways, I was involved in different aspects of travel: airport, marketing, sales, training and negotiating with senior executives . I would look forward to the opportunity of continuing and expanding my involvement and experiences. Since my move to Palm Desert in 2016 I have frequently used the Palm Springs airport and have established several close friendships with airline employees. I appreciate having the ability to be able to fly to many destinations from Palm Springs and would like to be involved with its growth for the future. Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): , MB Page 49 Acknowledgement & Signature Acknowledgement: Yes Signature: Page 50 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: September 17, 2021 12:20 PM Applicant Reference Request For: Diane Servos-Newman Reference Name: Catherine Sych Email Address: cathie.sych@gmail.com Residence: Westport, CT Relationship Years Known: Over 20 years History: We met when we were both airline sales representative. She worked for British Airways and I with Qantas Airways Page 51 Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Average Relevant Experience: Above Average Strongest Skills Fair & Open-minded, Preparation, Effective Communication Additional Infomation Page 52 Additional Information: Diane has excellent sales, business and interpersonal skills. Her care and concern for others is also amazing. She would be an very positive contributor to your organization. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 53 Page 54 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: September 5, 2021 1:02 PM Applicant Information Name: Katherine Koster Residence Address: 943 Mesa Grande Drive, Palm Desert, CA 92211 Email Address: ktkoster@icloud.com Phone Number: 949-637-1962 Palm Desert Residency: Up to 5 years Employment History Employer Name: D.A. Davidson & Co | Public Finance - Investment Banker Employer Address: 74-710 Highway 111, Suite 102, Palm Desert, CA 92211 Page 55 Start Date: February 1995 End Date: Resume Option: Yes Resume Upload: Koster Board Resume 2021.pdf, 0.13MB Experience Education: See resume Civic Involvement: See resume Other Special Training or Experience: I have significant experience in the public sector and serving on Boards. I started my career as Administrative Manager for the County of Riverside in the Executive Office managing the land secured debt portfolio. I have been a municipal advisor and investment banker for municipalities throughout California for the past +25 years. As a Managing Director, I am expert at budgets, accessing capital markets, explaining complex financial products to Boards, Councils and resident stakeholders. I work particularly well bringing groups of people with diverse ideas together to collaborate toward a common goal. I am FINRA and MSRB licensed and participate in annual compliance training around cybersecurity. Integrity has been paramount throughout my career. I currently also serve as an Independent Director for a NASDAQ exchange Page 56 traded company (Polar Power: POLA), and on both the Audit Committee and the Nominations and Governance Committee. Please see resume for additional details. References: Yes Advisory Boards: Previous Experience: No Previous Experience: Preference: Airport Motivation: Throughout my career I have believed that it is important to give back to the community in which you live. I have been blessed to have a career that I love and that has taught me many valuable skills, particularly in the areas of governing and finance. Having moved to a new community in 2020 amidst COVID, I desire to now get involved and add value where it is most appropriate and needed. I am also looking to form new long lasting relationships with folks that have similar interests. My family and employer fully support and encourage my outside volunteer activities and have my entire career. And as I approach retirement, I will have even more time to dedicate to my community. Virtual Meetings: Yes Page 57 Draft Statement of Economic Interest (Form 700): , MB Acknowledgement & Signature Acknowledgement: Yes Signature: Page 58 Koster, Katherine Enterprise Strategy | Business Capture | Partnership Execution Southern California 949-637-1962 ktkoster@icloud.com www.linkedin.com/in/katie-koster-96ba4532 As a leader who inspires action and exemplifies collaborative leadership by inviting a wide variety of perspectives to the discuss ion, I work to identify strategies that have a clear, positive, and direct impact on business performance, fostering a culture that supports people who take well-reasoned risks, regardless of the outcome. I am recognized for my independent thinking and ability to drive market-leading results. By communicating effectively to a wide variety of audiences at all organizational levels, I am respected as truthful and transparent, fostering a sense of trust in the organization and its leadership . I am proud to earn a seat at the table wherever I serve. Board Profile Independent Director; Audit Committee; Nominations and Governance Committee - 2019 Polar Power, Inc. (NASDAQ: POLA) Polar Power, Inc. is a global provider of prime, backup and solar hybrid DC power solutions. National Association of Corporate Directors - 2019 Member The national Association of Corporate Directors is an independent, not-for-profit, whose mission is to elevate board performance by providing board members with practical insights through world-class education, leading-edge research, and a growing network of directors. Treasurer and Member of the Executive Board of Directors, Finance Committee – 2014 - 2018 Child Abuse Prevention Center of Orange County (CAPC) CAPC directly serves at-risk children and families in crisis to prevent and break the generational cycle of child abuse. Served as a fiduciary in my role as Treasurer for the Executive Board of Directors. Vice President, Member of the Board, Budget and Chair of the Strategic Planning Committee – 2013 - 2015 Women in Public Finance A professional networking organization for women in the public finance industry. The organization seeks to advance women’s lea dership opportunities by fostering relationships and providing educational activities and forums. President, Founder and Member of the Board – 2011 to Present LA Women in Public Finance LA Women in Public Finance is a chapter of the national Women in Public Finance organization. Participants include state and local government and not-for-profit issuers, bankers, attorneys, financial advisors, trust officers and municipal market investors. Elected Treasurer and Member of the Board 2009 - 2011 Aliso Viejo Community Association (AVCA) The Aliso Viejo Community Association is located in South Orange County, California and owns and maintains 21 parks including landscape, slopes and medians along the major thoroughfares. Governed by a 5 member Board of Directors that is elected at large, the board is charged with creating policy and overseeing the community’s fiscal responsibilities as outlined in the governing documents. I served as a fiduciary for public funds as elected Treasure r. Experience Managing Director Southwest Region – Fixed Income Capital Markets (February 2021 to Present) Page 59  Resume: Koster, Katherine  Page 2 | ktkoster@icloud.com D.A. Davidson & Co. (Palm Desert, California) As Managing Director | Southwest Region, I assist local and state government access the capital markets while expanding the Firm’s client base throughout California and the southwest; building brand recognition, developing relationships with private sector P3 transactions, and expanding high yield product distribution through our Wealth Management vertical to retail clientele. Managing Director – Public Finance (June 2008 – February 2021) Piper Sandler & Co. (Orange County, California) As Managing Director with over 25 years of experience, I assist local and state government access the capital markets to fund critical infrastructure. My experience extends across multiple industries including real estate, finance, law, energy, water/wastewater and transportation. I have served as Senior/Sole Manager on over $5.3 billion for California issuers while at Piper. Administrative Manager/Senior Vice President/Director (1998 – 2008) County of Riverside Executive Office (Riverside County, CA)/Southwest Securities (Orange County, CA)/ UBS Securities (Orange County, CA) As Administrative Manager in the Chief Administrative Offices of the County of Riverside, CA, I managed the County’s Land-Secured debt portfolio. I spearheading the successful restructure of several finance districts for the County’s “Workout Team” resulting in tens of millions of dollars of savings to property owners residing within these districts. Academic Leadership UCLA Anderson School of Management – Corporate Governance Program (June 2019)  Completed “Women in Governance: Preparing for Board Membership”  Intensive, experiential program delivering a highly applicable toolkit of leadership skills, governance and financial acumen, and networking savvy to prepare senior women professionals to claim their seat at the board table. Professional Certifications (Current)  Financial Industry Regulatory Authority (FINRA) Certifications: Se ries 7 (General Securities Rep) and Series 24 (General Securities Principal)  Municipal Securities Rulemaking Board (MSRB) Certifications: Series 53 (Municipal Securities Principal) and Series 50 (Munici pal Advisor Rep)  North American Securities Administrators Association (NASAA) Series 63 (Uniform Securities Agent) Pepperdine University – Bachelors of Administration (August 1985)  Received academic scholarship to focus on general business courses  Received scholarship for 50% of tuition through Theatre Department with Theatre Major Thought Leadership “She’s Our Hero” Award Recipient (2017) Women in Public Finance (Chicago, IL)   Frequent speaker, moderator and panelist for California Debt & Investment Advisory Commission (CDIAC) education conferences and the California Bond Buyer Conference on a variety of subject matters including legislative compliance, disclosure, diversity & inclusion, and the municipal markets generally. Page 60 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: September 7, 2021 7:48 AM Applicant Reference Request For: Katie Koster Reference Name: Mark Adler Email Address: Mark.Adler@psc.com Residence: Santa Monica Relationship Years Known: Over 20 years History: I first met Katie, when she was an employee of Riverside County, working on financing of public projects. As a municipal finance banker, I was impressed with her knowledge, judgment and professionalism. I hired her as a senior banker at UBS in 2005 and managed her from 2005-2020 at UBS and then at Piper Sandler. She has been and continues to be an excellent advisor to municipal entities throughout Page 61 California and is respected throughout the industry for her experience and expertise. This was evident by her national role and recognition in the organization, Women in Public Finance. At both UBS and Piper Sandler, she took on responsibilities to address diversity issues within the firm. She consistently was a top performer. Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Page 62 Preparation, Effective Communication, Relevant Experience Additional Infomation Additional Information: Katie would make an excellent member of the City of Palm Desert Advisory Board. She is a leader in the area of Municipal Finance and has worked with public entities throughout her career. I have no doubt that she will represent the City of Palm Desert very well. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 63 Page 64 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: August 31, 2021 9:38 PM Applicant Information Name: Frederick SHerman Residence Address: 35751 Gateway Drive Unit D410 palm Desert, CA 92211 Email Address: 1fred1fred@gmail.com Phone Number: 3234233828 Palm Desert Residency: 5 - 10 years Employment History Employer Name: Self employed travel writer Employer Address: Same as residence Page 65 Start Date: June 2010 End Date: Resume Option: No Resume Upload: , MB Experience Education: UCLA Political Science 1990 Civic Involvement: Former board member Friar's Club of California Other Special Training or Experience: Professional travel writer who travels (pre-COVID) 200 days a year through the world's airports. References: Yes Page 66 Advisory Boards: Previous Experience: No Previous Experience: Preference: Airport Motivation: I am an experienced travel writer and world traveler who certainly knows about airports. While I use PSP frequently for domestic travel, I still have to drive into LA for international flights. I am interested in the future of the airport, especially with regards to direct, international destinations being added. Sometimes I moonlight as an Uber / Lyft driver and frequently visit PSP for pick-ups and drop-offs. I am very intrested in the logistics and airport operations especially in regards to parking, transit options and traffic flow. Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): ca700.pdf, 0.29MB Acknowledgement & Signature Acknowledgement: Yes Page 67 Signature: Page 68 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: September 1, 2021 6:13 PM Applicant Reference Request For: Fred Sherman Reference Name: Latrice Email Address: ldberry@uci.edu Residence: Palm Springs Relationship Years Known: 5 - 10 years History: I met Fred back in 2015. At that time, I was just beginning my career in social media management, and he was an experienced travel writer and automotive reviewer. Fred shared his tips and advice on how to navigate in the social media world, and he pointed me in the right direction. Over the years, we worked on various projects Page 69 together, from filming, writing, and deciding what kind of content we wanted to post on social media. To this day, we still work as partners, and he is a great friend. Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Preparation, Effective Communication, Analytical Skills Page 70 Additional Infomation Additional Information: He knows how to throw himself into any task and manage it as if he has been doing it for years. He also is good a communicating clearly and his message is always on point. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 71 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: September 2, 2021 11:36 AM Applicant Reference Request For: Fred Sherman Reference Name: Gary Nuell Email Address: gnuell@nuell.net Residence: Santa Monica Relationship Years Known: Over 20 years History: I first met Fred when he was at Universal Music and I was at Billboard Magazine. Years later we ended up working together on many occasions including him working for my company directly. Page 72 Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Average Strongest Skills Active Listening, Knowledge of Understanding of Community Issues, Analytical Skills Page 73 Additional Infomation Additional Information: Fred is super detail oriented and would be a great person for the position. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 74 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: September 9, 2021 1:31 PM Applicant Information Name: Mary Ann Anderson Residence Address: 48521 Olympic Drive, Palm Desert, CA 92260 Email Address: maryannanderson@me.com Phone Number: 760-895-5082 Palm Desert Residency: 5 - 10 years Employment History Employer Name: Retired from Corporate Training - AmerisourceBergen Corporation Employer Address: 1 West First Ave. Conshohocken, PA 19428 (Formerly Bergen Brunswig in Irvine, CA) Page 75 Start Date: June 2000 End Date: June 2003 Resume Option: Yes Resume Upload: 2021 Career Bio-4 pgs.doc, 0.05MB Experience Education: Please see resume. Civic Involvement: Board of Directors - Strategic Planning for the Assistance League of Long Beach, CA Docent for the Palm Springs Air Museum: Docent of the Month (March 2020) and in the Docent Hall of Fame (2019). Presenter and writer for the New Docent Training Program. Other Special Training or Experience: Please see resume. References: Yes Page 76 Advisory Boards: Previous Experience: No Previous Experience: Preference: Airport Motivation: This may seem simplistic, but I'm passionate about our airport, airplanes, the aviation industry as my father was an aviation pioneer with The Boeing Company, and I would like to serve my city of Palm Desert. I feel I can represent the City of Palm Desert with professionalism, experience, and eagerness. Thank you for your consideration. Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): , MB Acknowledgement & Signature Acknowledgement: Yes Page 77 Signature: Page 78 1 MARY ANN ANDERSON 48521 Olympic Drive, Palm Desert, CA 92260 760-895-4442 – 760-895-5082 cell maryannanderson@me.com CAREER HIGHLIGHTS Professional Corporate and National Trainer, Editor, Writer, and Certified Facilitator. Author – TRANSITION – Job Search Made Easy. A quick guide to changing jobs, careers, industries, or moving from military to civilian careers. (2020) - Available on Amazon Palm Springs Air Museum Volunteer – Docent of the Month (March 2020) and Docent Hall of Fame (2019) Write and present New Docent Training. AmerisourceBergen Corporation, Orange, California (Formerly, Bergen Brunswig Corporation) Lead National Trainer – Professional development for this $36B nationwide company. • Wrote and trained seven-day senior management leadership programs. • Trained nationwide as the Senior Corporate Trainer. • Was project leader for new policies and procedures manuals. • Authored and trained a Root Cause Analysis Problem Solving program for Information Technology (IT) resulting in multi-million dollar cost savings through new team projects. • Wrote and managed new retail sales knowledge certifications. This project standardized information and insured high competencies for the sales team. Online knowledge certifications were designed, developed, and implemented for all new products launched. • Wrote seven Warehouse Self-Paced Training books and trained sales teams. Magee & Associates, Irvine, California (1989-1999) Training Consultant (Department of Labor contract; JTPA) Designed, wrote, conducted, and managed job search training programs for over 10,000 participants. A partial list of clients includes: The Boeing Company, TRW, Northrop Grumman, PepsiCo, Smith Foods, GTE, Fairchild Controls, Honeywell, Loral Aeronutronics, Raytheon, TRW, MGM Grand Air (Airline), The Hughes Corporation, Hughes Avicom, and Hughes Communications. McDonnell Douglas Computer Systems Company, Irvine, California (1985-1989) Manager; Training and Organizational Development Managed the professional development for 700 manufacturing associates and engineers. • Directed all activities for a Fortune 200 training department with full responsibility for strategic direction, budgeting, training contracts, extensive platform training and inspirational presentations, course research and design, and the selection and management of vendors/consultants. • Redesigned a physical inventory training process, saving the company over $1.3M the first year implemented. • Was project leader for a major division-wide Ethical Decision Making awareness program and completed the project "first-in-the-nation". • Wrote and secured California State contract proposals for Employment Training Panel (ETP) with awards averaging $650K. Page 79 2 MARY ANN ANDERSON The Marriott Corporation • Managed a gourmet restaurant, supervised the concierge desk, and wrote hotel training materials for the Newport Beach Marriott Hotel and Tennis Club. United Airlines • Flew as a Flight Attendant for United Airlines based in New York, Los Angeles, and Seattle. • Was one of five selected out of five thousand Flight Attendants to represent UAL in Europe and Asia with Air India to help open up United’s international market. • Have flown professionally and privately over two million miles worldwide. EDUCATION • BA and BFA, School of Arts and Sciences, University of Washington, Seattle, WA • Academic Scholarship Winner – Theatre Arts, Dance, and Radio/Television Communications • Graduated in the top 10% of a class of 5,000 • University of Washington Graduate School of Business – Certificate Programs • McDonnell Douglas Corporate Management Leadership Programs • Marriott Corporation Management Leadership Programs FACILITATOR CERTIFICATIONS • Strategic Selling – Miller Heiman; Certified Facilitator (CF) • 7 Habits of Highly Effective People, What Matters Most – Franklin Covey (CF) • Quality Service Skills and Zenger Miller Frontline Leadership – achieveglobal (CF) • Social Styles, PRO II – Cahners Tracom Group (CF) • People to People Skills – Business Dialogue (CF) • National Seminar Leader – Fred Preyor Seminars (CF) WORKSHOPS, SEMINARS, AND PRESENTATIONS Designed, Wrote, and Presented Participant’s Manuals/Leader’s Guides: • Leadership Practices – 5-Day Management Program • Leading in a Team Environment – 5-Day Management Program • Interpersonal Communication Skills – 2-Day W orkshop • New Hire Orientation – ½ Day W orkshop • Warehouse Self-Paced Training Modules (e-Learning) – 7 Books • Root Cause Analysis – Problem Solving Workshop • Ethical Decision Making/Workplace Violence/Workplace Harassment • Electro Static Discharge (Authored book used in several divisions.) • Total Quality Management (TQM, CPI, SPC, PDCA) and Just-In-Time (JIT) • Supervision and Hiring (Management Course) • Employee Evaluations and 360 Associate Feedback Coaching • Effective Meetings and Presentations AFFILIATIONS Assistance League of Long Beach, Long Beach, California Board of Directors 2009-2012 – Strategic Planning Page 80 3 MARY ANN ANDERSON CORPORATE TRAINING COURSES PROFESSIONAL CERTIFIED FACILITATOR (CF) 1. Miller Heiman; Strategic Selling 2. Franklin Covey; 7 Habits of Highly Effective People, What Matters Most 3. AchieveGlobal; Quality Service Skills, Zenger Miller Frontline Leadership • Basic Principles • Getting Good Information From Others • Winning Support from Others • Getting Your Ideas Across • Recognizing Positive Results • Giving Constructive Feedback • Dealing with Emotional Behavior • Building A Constructive Relationship with Your Manager • Building A Collaborative Relationship with Your Peers • Confronting Issues With Your Manager and Peers • Resolving Team Conflicts • Fostering Improvement Through Innovation • Managing Change • Clarifying Team Roles and Responsibilities • Establishing Performance Expectations • Conducting Information Exchange Meetings 4. Cahners Tracom, Inc; Social Styles, PRO II, & Quality Service Skills 5. Business Dialogue; People to People Skills 6. Fred Preyor Seminars 7. AmerisourceBergen Corporation: AmerisourceBergen Leadership Practices Leading in a Team Environment Interpersonal Communication Skills Discovering AmerisourceBergen WORKSHOPS, SEMINARS, AND PRESENTATIONS 8. Manufacturing Physical Inventory Customized Training (MDISC) 9. Ethical Decision Making; Nationwide program developed through Stanford University (MDISC) 10. Electro Static Discharge (Authored book used in several divisions of MDISC.) 11. Total Quality Management (TQM/CPI, SPC) and Just-In-Time (JIT): Designed & Trained 12. Supervision and Hiring (Created Course for Management Levels) 13. Employee Evaluation; Redesigned & Implemented New Forms 14. Team Leadership 15. Hazardous Material Communications (EPA/OSHA HAZMAT) 16. Stress Management and Self-Esteem Building 17. Effective Meetings and Presentations 18. Management Leadership Workshops 19. New Hire Orientation and Employee Departure Guidelines Page 81 4 MARY ANN ANDERSON – PROJECT MANAGER ACTIVITIES AmerisouceBergen Corporation • Policies & Procedures Manual – First ever, nationwide e-Learning project with online knowledge certifications and tracking for certification requirements for Sales and Distribution Center Associates. Authored most of the Policies and Procedure Manuals and all the 34 Knowledge Certifications. • Root Cause Analysis Workshop – Problem Solving for Permanent Solutions. Trained 270 IT participants – The Chief Intellectural Officer was the Internal Client. As a result, project teams were formed to tackle reoccurring problems to implement permanent solutions. This workshop went a long way to protect our client base. • Warehouse Self-Paced Training Project: Authored seven books. Responsibilities included: Research of delivery, scan and edit existing material and rewrite/redesign core material. Worked with Distribution Services, coordinating the Operations Manual and Operations training. This project was implemented in 51 Distribution Centers nationwide and impacted new hire orientation, productivity retention, cross training, and career development for experienced Associates. • Infinity Select Knowledge Certification: Retail Sales Knowledge Certifications. A nationwide program to certify all Retail Sales Associates and Customer Service Representatives in a new program called Infinity Select.™ Wrote the knowledge certification, managed distribution, correction, and reinforcement, and provided follow-up consulting services. All sales associates were required to be “certified” in the knowledge of all programs/products sold. • Sales Training - Strategic Account Management I & II Training: Presented Miller Heiman’s Strategic Selling to the Sales Force; Retail Sales Team, and Health Systems Sales Team. • Outsourcing Training Alliance Study: Researched organizations to find out if other like programs had been successful or if the organizations had ever outsourced their training capabilities. Outsourcing or creating a "training profit center" has been successfully implemented in some companies, however it requires an initial capital outlay for Administration, Sales, Marketing, Record Keeping, etc. • 2000 Quarterly Training Schedule: Compiled a quarterly, nationwide training schedule which included: Quality Service Skills (QSS), Effective Presentations, Social Styles, and People-To- People Skills. The locations were identified for their travel convenience and cost effectiveness: Dallas, TX – Central Territory, Atlanta, GA – Eastern Territory, and Orange, CA – W estern Territory • Leading In A Team Environment (LTE) Project: Responsible for the complete redesign and rewrite of the LTE material including the writing of Facilitator Guides for: PDCA Process (Plan, Do, Check, Act – “Statistical Process Control”), The Corporate Culture, Conducting Information Exchange Meetings, Trend Analysis, Creating Performance Measures, and Leadership Coaching. • Discovering AmerisourceBergen Project: (New Hire Orientation Program) Was responsible for rewriting and updating the Participant’s Manual and the Facilitator's Guide. • ICS Project: Updated the Inter-personal Communication Skills program. Page 82 City of Palm Desert - Advisory Board Application Submitted By: Anonymous user Submitted Time: September 2, 2021 10:27 AM Applicant Information Name: Kevin Wiseman Residence Address: 74179 Pele Place Email Address: krwiseman@gmail.com Phone Number: 7608322194 Palm Desert Residency: 5 - 10 years Employment History Employer Name: TravTours, Inc Employer Address: 71703 Highway 111, Suite 2E, Rancho Mirage, CA 92270 Page 83 Start Date: August 2008 End Date: Resume Option: Yes Resume Upload: Kevin Wiseman Resume - DEC14 2020.pdf, 1.9MB Experience Education: UCLA Anderson School of Business, MBA Civic Involvement: Volunteered for Project N95, a non-profit dedicated to sourcing high quality PPE during the pandemic Other Special Training or Experience: Director of Operations for TravTours, a local travel agency dedicated to operating concert tours for major American symphony orchestras. Clients include the Los Angeles Philharmonic, the New York Philharmonic and the Chicago Symphony. References: Yes Page 84 Advisory Boards: Previous Experience: No Previous Experience: Preference: Airport Motivation: Three major motivators: 1. Public service to the city and its residents 2. I believe the meetings will be interesting and enhance my background in travel operations 3. As a regular customer of the airport, it would be great to have input into its operation Virtual Meetings: Yes Draft Statement of Economic Interest (Form 700): form700wisemanPalmDesertAirportCommission.pdf, 0.76MB Acknowledgement & Signature Acknowledgement: Yes Signature: Page 85 Page 86 KEVIN WISEMAN Palm Desert, CA 92211 Open to relocation within Los Angeles Metro Area (760) 832-2194 kevin.wiseman.2019@anderson.ucla.edu A detail-oriented analytical thinker with a passion for business management, strategy, collaboration and technology. EDUCATION UCLA ANDERSON SCHOOL OF MANAGEMENT Los Angeles, CA M.B.A., Management Science (Fully-Employed Program, DHS STEM-designated degree) September 2019 • A general program that focuses on the application of statistical modeling, data warehousing, data mining, programming, forecasting and operations research techniques to the analysis of problems of business organization and performance. • Three-year hybrid online and on-campus MBA program, completed while performing job duties at TravTours, including international touring. • Culminating in Global Access Program, a six-month project where a team of 5-6 students consult for a foreign technology firm seeking to enter the US market and create a comprehensive business plan and advisory on entry. Program included travel to Finland for in-depth meetings with client and stakeholders (employees, customers, partners) to understand their machine vision software product and inform our market analysis. UNIVERSITY OF CALIFORNIA, IRVINE Irvine, CA B.A., Double Bass Performance June 2008 • Classical Music and Jazz performance training • Completed 3 years of coursework for Double Major in Chemistry. WORK EXPERIENCE TRAVTOURS, INC. Rancho Mirage, CA Founded in 1976 as a full-service travel agency, TravTours Inc. has evolved into a travel management and consultant firm devoted exclusively to symphony orchestra tours worldwide. For almost forty years, America's leading orchestras have selected TravTours to manage travel logistics and operations for their worldwide concert tours. Director of Operations 2015 – Present • Responsible for leading complex project management for global orchestra tours, integrating data across systems, and ensuring resources are in place to operate each tour. • Logistical problem solving, conflict mediation and resolution with multiple clients and suppliers. • Analyze business data and budgets, create reports, and make data-driven decisions to reduce risk and increase revenue. • Manage tour operations, lead international and domestic tours as a manager. Anticipate problems, improvise solutions to unexpected challenges, and reassure a traveling party of 100+ participants. • Manage all technology needs for a small office, including cross-platform computer hardware & software, cloud services like Dropbox, project management tools, website, and email. Production Coordinator 2008 – 2015 • Collaborating with a small team to manage the hotel, flight, and ground transport arrangements for domestic and international concert tours of major American symphony orchestras. • Assisting the President to operate tours and acting as a tour manager where required. • Synthesize and transmit client requirements to tour managers in a useful format. Page 87 SKILLS • 10+ years of senior operations experience and strategic project management • Strong experience collaborating and balancing the needs of multiple stakeholders across an organization, suppliers and clients • Deep familiarity with statistical modeling, data cleanup and analysis to improve organizational performance • Advanced Microsoft Excel proficiency. Complex formulas, Financial Modeling, PivotTables, Statistical Analysis. • Advanced proficiency in iWork suite (Pages, Numbers, Keynote), Microsoft Office suite (Word, Excel, Powerpoint), and G Suite (Docs, Sheets, Slides). • Experience with major remote collaboration tools: Slack, Zoom, Airtable, Intercom, Twilio, etc. • Basic programming experience with HTML/CSS and SQL VOLUNTEER EXPERIENCE PROJECT N95 National – Remote Organization Project N95 protects healthcare and frontline workers by matching procurement teams with vetted suppliers. Project N95 was founded by Andrew Stroup (former Director of Product and Technology for the White House Presidential Innovation Fellows) at the start of the COVID-19 Public Health Emergency. Supplier Vetting Team – N95 respirators June 2020 – Present • Vetting suppliers who want to offer N95 respirators on the platform. Verifying medical clearances for product models and customer references from supplier. Logistics Team July 2020 – Present • Processing and managing thousands of orders for PPE monthly. Complex and detailed work in Airtable, pulling data to load orders in 3PL system and loading data from 3PL back into Airtable to enable team to track orders and perform invoice analysis on thousand-plus line-item bills. Providing customer support and helping the frontline engagement team handle logistics needs. TECH COAST ANGELS Los Angeles, CA Tech Coast Angels (TCA), the largest angel investor group in the U.S., identifies, mentors and funds early-stage companies to help get their ideas to market, and where TCA members devote their time, expertise and capital to help companies grow and succeed. Volunteer Analyst Feb – June 2019 • Provided support to investment deal leads in performing due diligence and competitive business analysis on prospective early-stage technology investments. Page 88 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: September 2, 2021 11:13 AM Applicant Reference Request For: Kevin Wiseman Reference Name: Fiorelli Salvo Email Address: fiosalvo@amazon.com Residence: Chicago, IL Relationship Years Known: 5 - 10 years History: I am a former classmate of Kevin Wiseman. We attended business school at UCLA Anderson together. Page 89 Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Active Listening, Preparation, Analytical Skills Additional Infomation Page 90 Additional Information: I worked closely with Kevin throughout our graduate school experience, and am confident than he would serve as an effective Advisory Board member, working with individuals from across the community to find impactful solutions that benefit everyone. Not only is he very analytical and thoughtful, but he is always open to hearing other points of view and more generally, being collaborative with everyone involved. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 91 City of Palm Desert - Advisory Board Reference Form Submitted By: Anonymous user Submitted Time: September 7, 2021 12:47 PM Applicant Reference Request For: Kevin Robert Wiseman Reference Name: Guido Frackers Email Address: guido@travtours.com Residence: Rancho Mirage Relationship Years Known: 10 - 15 years History: Kevin has been employed by us since August 2008. Page 92 Applicant Skills Active Listening: Above Average Knowledge or Understanding of Community Issues: Above Average Fair & Open-minded: Above Average Preparation: Above Average Effective Communication: Above Average Analytical Skills: Above Average Relevant Experience: Above Average Strongest Skills Effective Communication, Analytical Skills, Relevant Experience Additional Infomation Page 93 Additional Information: Kevin has traveled the world extensively. As Director of Operations he has planned, managed and supervised global concert tours for our nation's leading symphony orchestras since 2008. Critical thinking and operating towards a solution based on a realistic approach with pragmatism and tolerance, makes Kevin an ideal candidate for a position on your Advisory Board. Acknowledgement & Signature Acknowledgement: Yes Signature: Page 94