Finance Committee Regular Meeting – April 1, 2026
1 Minutes of the
City of San Ramon
Finance Committee Regular Meeting
April 1, 2026
1. Call to Order/Roll Call
The meeting was called to order at 4:00 PM.
Present: Robert Jweinat
Mark Armstrong
Also in attendance Scott Koll, Assistant City Manager; Jennifer Wakeman, Finance Director; Yuliya Elbo, Budget Manager; Michelle Joe, Finance Analyst; Adolfo Navarro, Accounting Specialist.
2. Public Comment
At this time, members of the public are encouraged to address the Committee on any item not already included on the agenda. Comments should not exceed 3 minutes. No Committee action can be taken at this meeting on issues raised during Public Comment.
There were no public comments on items not on the agenda.
3. Approval of Minutes
3.1. Finance Committee Regular Meeting - March 4, 2026.
Recommendation: Approve Minutes
Motion by Chair Jweinat, second by Vice Chair Armstrong to approve the minutes. Motion passed.
4. Unfinished Business
There was no unfinished business to discuss.
5. New Business
5.1. Review of Investment Advisory Services
Recommendation: The Finance Committee is recommended to receive the presentation from Tonya Dazzio, of Meeder Investment Management.
Staff Report by Jennifer Wakeman, Finance Director
5.2. Annual Review - Statement of Investment Policy
Finance Committee Regular Meeting – April 1, 2026
2 Recommendation: The Finance Committee is asked to review the draft Statement of Investment Policy for Fiscal Year 2026-27 and consider forwarding the policy to the City Council for approval.
Staff Report by Jennifer Wakeman, Finance Director
6. Committee Member Comments
Committee members complimented Finance in the format the report was presented no questions or challenges.
7. Adjournment
The meeting adjourned at 4:47 PM.