UFI is pleased to welcome Dan Matusiewicz who has joined our Public Management Group as a Senior Consultant. UFI’s Public Management Group provides high level budget forecast, pension modeling and analytics, and other a long‐term financial strategy for operational and fiscal sustainability. Dan has over 30 years of experience in municipal finance, treasury and accounting experience. In the last 20 years, he has been a thought-leader and advocate of active management of public pension and OPEB obligations and has received innovation awards in pension management and modeling. Dan has spoken extensively on pension topics including at the Government Finance Officers’ Association (GFOA), California Society of Finance Officers (CSMFO), California Municipal Treasurers’ Association (CMTA), California State Association of County Auditors (CalSACA), California Public Employers Labor Relations Association (CalPELRA) and the CalPERS Education Forum.
As Finance Director and Treasurer at the City of Newport Beach, he was in charge of a $300 million budget and $300 million investment portfolio. His pension management solutions saved the City more than $75 million in pension interest costs and he has been the chief architect of many of the City’s financial sustainability strategies earning the City AAA ratings from the big three rating agencies. Prior to his 29 years of experience at the City of Newport Beach, Dan worked for Moreland & Associates, CPAs, auditing local agencies throughout Southern California.
Dan is a graduate of the Leavey Business School at Santa Clara University and holds a Bachelor’s of Science degree in Accounting. He is a Certified California Municipal Treasurer (CCMT), a Certified Fixed Income Professional (CFIP) and Past-President of the California Municipal Treasurers’ Association (CMTA).