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Posts Tagged ‘Lisa Woolery’

Eric Woolery to Be Sworn in as OC Auditor-Controller January 5 in Orange Circle

Posted by Newsletter Reprint on December 31, 2014

This came over the wire from Auditor-Controller-Elect Eric Woolery’s shop earlier this month…


ERIC WOOLERY BECOMES ELECTED COUNTY AUDITOR-CONTROLLER JANUARY 5
Public Invited to Morning Event at the Fountain in the Orange Circle

Orange County Auditor-Controller-elect Eric Woolery will take the oath of office at 8:30 a.m. on Monday January 5, 2015 in the Orange Circle. Woolery is Orange County’s first elected Auditor-Controller since David Sundstrom resigned more than two years ago and the county’s fourth elected Auditor-Controller since the office was established in 1959. He is only the second CSUF graduate to hold countywide elected office in Orange County.

The public may attend the ceremony officiated by Orange City Council Mayor Pro Tem Fred Whitaker. There will be a short reception at Watson’s Drug Store located just a few steps away at 116 E. Chapman Avenue.

County officials are typically sworn in at ceremonies in Santa Ana, but in a nod to his hometown Woolery chose the historic circle in Orange Town Center. “The circle is a special place for me and my family,” said Woolery, who was Orange Treasurer until he recently resigned to take his new position. “I proposed to my wife there, I’ve lived in Orange for 30 years and am raising my family in Orange so I want to begin my tenure as Auditor-Controller in this place that represents both my roots and my aspirations.

Woolery earned his Bachelor’s Degree in Business Administration from Cal State University Fullerton with an emphasis in accounting. After graduation, he worked at Ernst & Young, one of the country’s top “Big 4” accounting firms, until earning his California Certified Public Accountant (CPA) license in 1992.

For ten years, he owned a CPA firm with two locations specializing in entrepreneurs. He has always had a strong interest in public policy and has held elected office before. From 1996 to 2000, he served as Fourth District Representative to the Orange County Board of Education. More recently, he was the treasurer of the City of Orange. In the seven years prior to his election, Eric was the Deputy Director of Administration for the Riverside County District Attorney’s office. His duties included overseeing a staff of nearly 750 and managing the department’s $100 million budget.

As the County’s Auditor-Controller, Eric will be the county’s chief accounting officer working on behalf of the taxpayers to oversee how each county department receives and spends tax dollars. Since he is an independently elected official, he reports only to the taxpayers. However, his office provides a critical role in county governance by providing both the County Supervisors and citizens with independent financial analysis in order to support sound policy decisions.

A long time Orange County resident, Eric graduated from Orange Lutheran High School. He resides in Orange with his wife Lisa and two young children.

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Posted in Orange, Orange County Auditor-Controller, Orange County Board of Education | Tagged: , , , | Leave a Comment »

Auditor-Controller Race: Frank Davies Loses “Deputy Auditor-Controller” Ballot Designation, Will Use “Property Tax Director” Instead

Posted by Chris Nguyen on March 31, 2014

There have been five lawsuits related to the June Primary election ballot for Orange County. The meat of this article is after the bullet list. The bullet list just recaps the prior cases.

  • In the Second Supervisorial District, Allan Mansoor successfully sued the Registrar of Voters to change Michelle Steel‘s ballot designation of “Taxpayer Advocate/Businesswoman” and she is now required to use “Board of Equalization Member” instead. This case was covered here on OC Political, in an article in the OC Register, and in an article in the Daily Pilot.
  • In the Clerk-Recorder’s race, Troy Edgar‘s lawsuit against the Registrar of Voters to get on the ballot was rejected by the Orange County Superior Court. Edgar’s lawsuit against the Registrar of Voters also sought to toss Assessor Webster Guillory and Superintendent of Schools Al Mijares from the ballot, and this effort was also rejected by the Superior Court. Consequently, Edgar fails to make the ballot while Guillory and Mijares stay on the ballot. Here’s OC Political’s coverage, including the only online copy of the full text of the judge’s ruling. The judge’s sweeping ruling used “failed” or “fails” six times in reference to Edgar and even uses “without merit” in reference to one of Edgar’s arguments.
  • In the 73rd Assembly District, Mission Viejo resident Dale Tyler sued the Secretary of State to challenge a sentence in AD-73 Candidate Anna Bryson‘s ballot statement, “On the school board, I returned $59 million to taxpayers.” Tyler sought to have the sentence struck entirely, but the Sacramento County Superior Court judge issued a compromise, so it now reads, “On the school board, I voted to save taxpayers approximately $59 million.” Here’s OC Political’s coverage, and here’s the text of the judge’s ruling.
  • In the Auditor-Controller’s race, candidate John Wayne Willard sued the Registrar of Voters in an unsuccessful effort to challenge Eric Woolery‘s “Orange Treasurer/CPA” ballot designation. Consequently, Woolery remains “Orange Treasurer/CPA” on the ballot. Here’s OC Political’s coverage, including the only online copy of the full text of the judge’s ruling. When the judge includes strong language along the lines of “The evidence is undisputed that Woolery was appointed to the position of Treasurer…” you know it’s a sweeping ruling.
  • Oddly, the fifth lawsuit has yet to have any coverage anywhere despite being the first case to be completed, having been resolved way back on Tuesday, and it’s also likely the most significant case in terms of impact on a race. That case will be the focus of this article.
Auditor-Controller Candidates Eric Woolery, John Wayne Willard, Frank Davies, and Mike "Mike" Dalati.  OC Political was unable to find a photo of James T. Benuzzi.

Auditor-Controller Candidates Eric Woolery, John Wayne Willard, Frank Davies, and Mike “Mike” Dalati.
OC Political was unable to find a photo of James T. Benuzzi.

Laguna Niguel resident Todd Nugent challenged the ballot designation of Auditor-Controller candidate Frank Davies. Davies requested the ballot designation of “Deputy Auditor-Controller” for his bid for Auditor-Controller.

Nugent challenged it on the grounds that this was an effort by Davies to game the system by playing working title musical chairs, as he was not the Chief Deputy Auditor-Controller. Denise Steckler held both the job classification and working title of “Chief Deputy Auditor-Controller” before the candidate filing period. Frank Davies held the job classification of “Administrative Manager III” and the working title of “Director, Property Tax” during that time. Then in the middle of candidate filing, after Davies had pulled papers for Auditor-Controller and shortly before he filed them, all four Directors at the Administrative Manager III level in the Auditor-Controller’s office had their working titles switched from “Director” to “Chief Deputy Auditor-Controller” instead (while still remaining in the job classification of “Administrative Manager III”). Chief Deputy Auditor-Controller Denise Steckler then switched to the working title of “Chief of Staff” (while still remaining in the job classification of “Chief Deputy Auditor-Controller”).

Nugent filed suit in Superior Court and succeeded in having “Deputy Auditor-Controller” dumped as Davies’s ballot designation. Consequently, Davies is now “Property Tax Director” on the ballot.

In an obscure down-ticket race like Auditor-Controller, having a ballot designation of “Deputy Auditor-Controller” would have made Davies the frontrunner. Nugent’s challenge was critical in putting Orange Treasurer/CPA Eric Woolery back in the driver’s seat for the Auditor-Controller’s seat. Defeating Willard’s challenge was also critical for Woolery’s frontrunner position.

Here’s how the candidates will appear on the ballot:

(No, that’s not a mistake. Mike “Mike” Dalati is how he requested to be on the ballot. His fiancée, Karina “Karina” Onofre, is a Democratic candidate for AD-74. I have no idea why this couple decided to double-state their first names on the ballot.)

The three strongest ballot designations belong to Woolery, Benuzzi, and Dalati while the two weakest ballot designations belong to Willard and Davies. However, Benuzzi and Dalati failed to obtain ballot statements. Woolery is the only one of the five to wield both a ballot statement and a good ballot designation.

Woolery also bought up most of the slate mailers and wields the most aggressive online presence. He also has the highest name ID having been a former member of the Orange County Board of Education and the current Orange Treasurer. Additionally, he has residual name ID from his wife, Lisa Woolery, a former member of the Rancho Santiago Community College District Board. Eric Woolery also dominates the endorsement arena, wielding the endorsements of the Orange County Taxpayers Association, the California Republican Assembly, and numerous elected officials.

With tens of thousands of dollars, Woolery also has a larger warchest than all of his opponents combined with $50,200. He spent $38,701, on a combination of the ballot statement, candidate filing fee, slate mailers, campaign literature, and consulting fees.

Davies spent his entire $16,476 on the ballot statement and candidate filing fee.

Willard has $16,438, which was presumably spent on the ballot statement and candidate filing fee (he filed a Form 497, but not a Form 460); presumably the other $38 was wiped out by signatures-in-lieu.

Benuzzi raised $2,400 from Anthony Benuzzi and Ronald Benuzzi but had to refund $200 to Anthony Benuzzi when they discovered they had exceeded the campaign contribution limit; with his remaining $2,200, he paid the candidate filing fee and $280 of campaign literature.

Dalati did not file a campaign finance report for the January 1-March 17 reporting period.

In the interest of full disclosure, Woolery is a client of Custom Campaigns, the consulting firm that owns this blog.

Posted in 2nd Supervisorial District, 73rd Assembly District, Orange County Auditor-Controller, Orange County Clerk-Recorder | Tagged: , , , , , , , , , , , , , , , , , , | 1 Comment »

Orange Treasurer Eric Woolery Enters Auditor‑Controller’s Race

Posted by Newsletter Reprint on February 19, 2014

This came over the wire this morning from Orange Treasurer Eric Woolery‘s campaign for Auditor-Controller.  Of the three people who have pulled papers for Auditor-Controller so far, Woolery is the only one without a foreclosure, a short-sale, or a bankruptcy:

Eric Woolery for Orange County Auditor-Controller

Orange Treasurer Eric Woolery Enters Auditor‑Controller’s Race

(ORANGE COUNTY, CA) – Orange Treasurer Eric Woolery has announced his candidacy for Orange County Auditor‑Controller. He enters the race as the clear frontrunner, with $50,000 cash on hand and a lengthy list of bipartisan endorsements from across Orange County.

“Serving as Auditor‑Controller would be an incredible opportunity to use my years of experience in both business and government finance to give back to the county I’ve called home since high school,” Woolery said. “I am honored and humbled by the number of people who are endorsing my candidacy for Orange County Auditor‑Controller.”

In addition to his current elected office of Orange Treasurer, Woolery’s public service began with his election to the Orange County Board of Education and continued on the Orange Audit Committee and as Deputy Director of Administration in the Riverside County District Attorney’s Office. He spent the majority of his career in the private sector, having served as the owner of a multi-location private accounting firm, a corporate CFO, a corporate controller, and an accountant.

“With his experience in both the public and private sectors, Eric is one of Orange County’s foremost financial leaders,” said Patricia C. Bates, Vice Chair of the Orange County Board of Supervisors. “I am proud to endorse Eric Woolery for Auditor‑Controller because we need his expertise leading the Orange County Auditor‑Controller’s office.”

Supervisor Bates leads a long list of Orange County leaders who have endorsed Woolery for Auditor‑Controller, including:

  • Supervisor Patricia C. Bates
  • Supervisor William G. Steiner (Ret.)
  • Assemblyman Donald P. Wagner
  • Laguna Niguel Mayor Linda Lindholm
  • Tustin Mayor Al Murray
  • Tustin Mayor Jerry Amante (Ret.)
  • Orange Mayor Pro Tem Mark Murphy
  • Tustin Mayor Pro Tem Chuck Puckett
  • Aliso Viejo Councilman Mike Munzing
  • Fullerton Councilwoman Jennifer Fitzgerald
  • Lake Forest Councilman Scott Voigts
  • Mission Viejo Councilman Frank Ury
  • Orange Councilman Fred Whitaker
  • San Clemente City Councilwoman Lori Donchak
  • Tustin Councilman Allan Bernstein
  • Tustin Councilman John Nielsen
  • Orange County Board of Education Trustee Ken Williams
  • Rancho Santiago Community College District Trustee Arianna Barrios
  • Rancho Santiago Community College District Trustee John Hanna
  • Rancho Santiago Community College District Trustee Phil Yarbrough
  • Irvine Unified School District Trustee Paul Bokota
  • Irvine Unified School District Trustee Lauren Brooks
  • Orange Unified School District Vice President Alexia Deligianni
  • Orange Unified School District Trustee Tim Surridge
  • Orange Unified School District Trustee Mark Wayland
  • East Orange County Water District Director Doug Davert
  • Orange County Transportation Authority Director Michael Hennessey

A Certified Public Accountant (CPA), Woolery earned his Bachelor of Arts in Business Administration and Accounting from Cal State Fullerton. He resides in Orange with his wife, Lisa, and their two young children.

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Paid for by Woolery for Auditor-Controller 2014. ID# 1362822

Posted in Orange, Orange County Auditor-Controller | Tagged: , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , , | Leave a Comment »