FROM: Debby Cherney, Chief Executive Officer
SUBJECT: Travel Request
RECOMMENDATION:
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Approve the attendance and estimated expenses for Louis Fiorino to attend the Pension Bridge Private Credit conference in Carlsbad, CA on February 11-12, 2025.
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BACKGROUND:
Under the newly approved Education & Training Policy No. 003 Trustee Travel and Expense Policy, this training is considered an “additional training opportunity” and will count toward the 2-training maximum of additional training opportunities per fiscal year. Advanced Board approval is only required in the event that a Trustee has reached their two additional training opportunities, or if a Trustee wishes to attend an event offered by a provider that is not on the list in the policy.
At the request of Trustee Fiorino, this item was added to the agenda for Board approval. Trustee Fiorino has not reached his two additional training maximum.
The estimated cost for Trustee Fiorino’s attendance is as follows:
Travel: Mileage (183 mi) | Airfare | Rental Car $123
Lodging: 3 nights $1,170
Meals: Actual Costs $200
Quantity of Meals Breakfast 3 Lunch 3 Dinner 3
Registration: Attendance Fee $0
Other: Tips | Toll Road | Parking $60
Estimated Total: $1,553
BUDGET IMPACT:
Costs for this item are included in the current year administrative budget.
STRATEGIC PLANNING GOAL/OBJECTIVE:
Prudent Fiscal Management
STAFF CONTACT:
Debby Cherney
ATTACHMENTS:
Exhibit A: Pension Bridge Private Credit Agenda