Executive Level Promotions and New Assignments
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Appointed to: Director, Legislative Services Bureau
January 27, 2017
Diane has worked at FTB since 1995 and has held a variety of positions in the Audit Division.
Within in FTB she performed audits of multistate companies and exempt organizations, conducting review work, training, and serving on many technical teams within Audit and throughout the department which addressed many of the most complex and sensitive topics facing FTB. She also held positions as a lead for new staff and a supervisor.
In 2012, Diane transferred to the Legislative Services Bureau where she has been responsible for managing some of the most critical legislative items impacting income tax laws. She has worked tirelessly with program areas and our key external stakeholders to ensure that bills are drafted as the author intended and in such a manner that FTB can implement the law. Diane has also been a champion of many internal legislative proposals that have addressed administrative concerns or helped reduce the compliance burden on taxpayers.
Diane is a Certified Public Accountant, with a Bachelor of Science degree in Business Administration, with an area of concentration in Accounting, from California State University, Sacramento.
Appointed to: Director, Personal Income Tax Billing, Compliance, and Collection Bureau
January 27, 2017
Jacquelyn began working for FTB in 1989. She began her career in the Administrative Services Division.
Jacquelyn has held staff and management positions as an Internal Auditor, Information Security Auditor, Lead in Filing Enforcement and Collection Programs, and Equal Employment Opportunity Officer.
In 2004, Jacquelyn began working in the Accounts Receivable Management (ARM) Division where she has held positions in the Business Entity and Personal Income Tax Contact Centers and Collection Programs.
Jacquelyn successfully led the efforts of the implementation for three Enterprise to Data Revenue (EDR) Early Initiatives which include the Web & Interactive Voice Response (IVR) Installment Agreement applications, Outbound Messaging and Financial Institution Record Match (FIRM) programs. Subsequent to the EDR Initiatives, Jacquelyn led several on-going Web & IVR efforts to optimize enterprise self-service options which allow taxpayers to easily communicate with FTB and conduct business with trust and confidence. The Outbound Messaging and FIRM Initiatives provide assistance to help taxpayers resolve their accounts during the early collection stages and identify data sources that help increase California’s tax compliance.
Jacquelyn is responsible for a significant portion of the overall collection revenue and effectively oversees multiple service channels to assist California taxpayers comply with their tax obligations.
Jacquelyn holds a Bachelor of Science degree in Business Administration and Management from Troy State University, Alabama, and a graduate of the Leadership for Government Executives program, Sacramento State, Sacramento.
Appointed to: Director, Filing Services Bureau
January 27, 2017
Karen has worked for the FTB since 1987 and has held a variety of positions in the Accounts Receivable Management, Technology Services and Filing Divisions.
For the past 5 years she has served as Director, Filing Services Bureau responsible for two major filing program sections, including the Taxpayer Services Center Section (TSCS) and Correspondence, Analysis, Support and Education Section (CASES), providing multi-channel contact center services to California taxpayers and their representatives as first point of contact. She is responsible for management and oversight of the Power of Attorney (POA) workload and the Volunteer Income Tax Assistance (VITA) Program, partnering with the IRS and providing VITA training, resources and support to various stakeholders including community Non-Profits and Coalitions. As the Business Project Manager for the Enterprise-wide Customer Service Platform Project, Karen successfully implemented the first FTB enterprise contact center platform for all FTB call centers, in addition to other enterprise contact center technologies, including Workforce Management/Scheduling & Forecasting, Call Recording/Monitoring, Virtual Hold/Callback, Live Chat, and self-serve Interactive Voice Response, mobile & Web applications.
Karen’s responsibilities also include providing emergency call center support to other state agencies, including CA Governor’s Office of Emergency Services, State Controller’s Office, and CA Department of Public Health.
Karen graduated from the California State University, Sacramento (CSUS) obtaining a Bachelor of Arts degree in Psychology with a strong concentration in Business. She completed the International Customer Management Institute (ICMI) professional series for Contact Center Management, CSUS’ Leadership for Government Executives and is Information Technology Infrastructure Library (ITIL) certified.
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Appointed to: Director, Legislative Services Bureau
July 28, 2016
Gail brings 28 years of tax law experience and has been with the FTB for 20 years, including 12 years with the Legislative Services Bureau and a number of years in the audit program. She brings a well-rounded background having worked in public accounting and as an accountant for a major Sacramento business.
Gail is a Certified Public Accountant, with a Bachelor of Science degree in Business Administration, with an Area of Concentration in Accounting, from California State University, Sacramento.
Appointed to: Assistant Director, Business and Human Resources Bureau
July 28, 2016
Robert started his FTB career over 32 years ago as a seasonal clerk and has held a variety of positions in the Filing, Accounts Receivable Management (ARM), and Administrative Services Divisions. He has over 16 years of experience leading and managing multiple programs in ARM, Withholding Services, Receiving and Data Storage, and Personnel Services Sections.
He is the section manager of the Personnel Services Section and in addition to managing this program, he has successfully participated and managed several internal and external projects, such as MyCalPAYS and FTB's Administrative Services Modernization Project.
As a manager, he has facilitated change through a variety of reengineering projects and has transformed key FTB business processes, such as the hiring process, business entity return processing, and the disciplinary process.
Robert will oversee the operations of Facilities, Business Services, and Health and Safety functions within the Business and Human Resources Bureau.
Robert is a graduate of the College of Continuing Education, California State University Sacramento (CSUS) and the CSUS Leadership for the Government Executive Program.
Appointed to: Director, Enterprise Services Bureau
July 28, 2016
Jose has worked for the state of California for over 15 years, with the majority of his time spent in various information technology (IT) positions at FTB supporting tax and nontax applications and services. His IT experience includes application development and infrastructure support with the past 6 years in technical supervision and management positions.
In his previous role as the manager of the Service Development Section, he played a significant role in ensuring the department’s readiness to support the new services, processes, and technical environments delivered by the Enterprise.Data.Revenue Project.
Jose holds a Bachelor of Science degree in Microbiology from the University of California, San Diego and a Master of Science degree in Microbiology and Immunology from the University of California, Los Angeles.
Appointed to: Assistant Director, Public Collections, Contracts, & Support Section
June 22, 2016
Christopher started his FTB career over 22 years ago and has held a variety of positions in the Filing and Accounts Receivable Management (ARM) Divisions. He has over 16 years of leadership experience, managing multiple programs and functions including the Innocent Spouse Program and Nontax Debt (NTD) Collection Programs in ARM, as well as administrative and analytical functions in the Filing Division.
Christopher is currently the subject matter expert for NTD, often advising senior management on NTD issues. He successfully leads the NTD Section, including Court-Ordered Debt, Vehicle Registration, and Interagency Intercept Collection programs. He establishes and maintains relationships with NTD clients and manages the Private Debt Collection and Bureau Analyst and Support Teams within the Statewide Collection Bureau.
Christopher represented FTB as a member of the Administrative Office of the Courts Court-Ordered Debt Task Force, a statewide collaborative effort to promote leadership and excellence in court-ordered debt assessment, collection, and distribution. He also served as Chair of the Homeowner and Renter Assistance Task Force and provided significant oversight of FTB’s Contact Center Collaboration with the Governor’s Office of Emergency Services.
Christopher holds a Bachelor of Science degree in Business Administration from National University.
Appointed to: Director, Field and Complex Account Collection Bureau
May 20, 2016
Laureen has worked for FTB since 1989. She began her career as a Tax Compliance Representative and has held a variety of positions in the Accounts Receivable Management Division and Taxpayer Rights Advocate Office.
Laureen is responsible for public service and collection program policy and operations for six field offices and one central office location. Laureen and her team provide excellent service to more than 100,000 taxpayers and process over $115 million in payments at field office public counters. In addition, Laureen manages large dollar receivables, collecting proactive revenue owed by both business entity and personal income taxpayers, including administration of the Top 500 List of Delinquent Taxpayers. Laureen has led and managed public service, proactive collection, and special procedures teams, and actively supports enterprise governance through department action committees, teams, and projects.
Laureen holds a Bachelor of Science degree in Finance from California State University, Sacramento, and is a graduate of the Leadership for Government Executives program.
Appointed to: Director, Tax Systems Modernization Bureau
May 20, 2016
Bryan has over 20 years of experience with FTB, holding leadership roles in the Accounts Receivable Management, Filing, and Technology Services Divisions. His leadership experience includes both business and information technology, ranging from production management, business support and evaluation, to application development.
Bryan’s project management experience includes the implementation of the Accounts Receivable Collection System (ARCS) and the Enterprise Data to Revenue (EDR) Project. On EDR, Bryan served as the Application Development Manager from inception of the project through implementation of the last major deliverables. In these roles, Bryan has demonstrated strong leadership, customer service, and consensus building skills which have resulted in successful projects completed on time and within scope and cost.
Bryan holds a Bachelor of Science degree in Finance from California State University, Sacramento.
Appointed to: Director, Privacy, Security, and Disclosure Bureau
April 1, 2016
Nadean has been with FTB for 20 years (12 of them as a manager). She was previously Director for the Enterprise Services Bureau where she built the organization that is taking ownership of vendor developed technologies from FTB’s Enterprise Data to Revenue Project. Nadean has overseen many of FTB’s systems and applications such as: external Internet, call center platform, human resource systems, the intranet, and FTB’s three major compliance systems in addition to several smaller systems. In those roles, she had business customers throughout the department as well as external taxpayers.
Nadean has a Bachelor of Science degree in Computer Science from California State University, Sacramento and is a graduate of the Information Technology Managers Academy XIV, and Leadership for the Government Executive Program.
Appointed to: Director, Statewide Collection Bureau
April 1, 2016
Teri has been with the FTB for over 23 years. She started her career as a Tax Technician and has held a variety of positions in the Accounts Receivable Management Division. She has been in management for the last 17 years, managing small and large collection programs, as well as analytical and support functions. Her experience includes overseeing FTB’s nontax programs, servicing more than 500 client agencies.
She has successfully managed information technology projects, launched new programs, and developed legislative and budget change proposals. Teri is most proud of launching the Federal Treasury Offset Program (FTOP) for FTB. This program offsets federal income tax refunds and payments on delinquent state income tax debts.
Teri earned her Bachelor of Science degree in Business Administration from California State University, Sacramento and is currently enrolled in the Leadership for Government Executives program.
Appointed to: Assistant Director, Section A, Personal Income Tax Billing, Compliance, and Collection Bureau
April 1, 2016
Yvonne has been in a leadership role for over 20 years including 6 years within the private sector and 14 years experience with FTB in 3 divisions: Filing, Administrative Services (ASD), and Accounts Receivable Management (ARM).
Yvonne recently served as the Section Manager in the Information Capture and Banking Section (ICBS) where she led a fast-paced environment of over 500 team members and was responsible for the daily operations that sustain an FTB successful filing season. Prior to the ICBS Section Manager assignment, Yvonne successfully served as the Business Project Manager for the Withhold at Source System. As a manager in ASD, Yvonne successfully led efforts to streamline personnel management practices. Yvonne has experience with strategic planning, system implementation, and contact center management. She is passionate about consistently improving business processes, imparting staff with opportunities for their continuous development, and providing excellent internal and external service to our customers.
Yvonne holds a Bachelor of Science degree in Management from the University of Phoenix. She is a 2015 Leadership for the Government Manager (LGM) graduate.
Appointed to: Assistant Director, Tax Account Resolution Section, Statewide Collection Bureau
April 1, 2016
Larry has over 28 years of service with FTB with extensive experience in collections and compliance, with over 15 years at the leadership level. Larry’s experience includes over 20 years in a public-facing role, including diverse assignments throughout the Field and Complex Account Collection Bureau in various Northern Region Field Offices.
Larry has spent the last 6 years managing the department’s aged accounts in their final phase of the collection cycle. He has successfully managed the collection of these aged accounts while meeting customer service performance goals. Larry has also ensured that we successfully resolve highly sensitive complaints from taxpayers with aged debts, while solving systemic issues and mitigating risks.
Larry holds a Bachelor of Arts degree in History from California State University, Hayward/East Bay. He is a graduate of the 2015 Leadership for the Government Manager (LGM) Program at California State University, Sacramento.
Appointed to: Assistant Chief Counsel, Multistate Tax Bureau
January 1, 2016
Fred has been with FTB for over 20 years. Most recently, he served as a lead Tax Counsel IV in the Tax Administration and Procedures Bureau where he prepared FTB attorneys to appear before the State Board of Equalization. Prior to that, he served in the Multistate Tax Bureau as a Tax Counsel, Supervising Tax Counsel, and lead, where he represented and provided guidance to the department on the unitary business concept and the apportionment and allocation of the income of multijurisdictional businesses. As part of the Multistate Tax Bureau leadership team, he trained and developed of a large number of current multistate staff. In addition, he served as a member and Chair of the Executive Committee of the Taxation Section of the California State Bar.
Before he joined FTB, Fred was first in private practice, and then was a publication manager for a major legal publisher, where he oversaw an editorial staff authoring legal texts and providing monthly updates to loose-leaf services on new developments in state taxation for a number of states. He also was an adjunct professor of law at Golden Gate University School of Law where he taught courses on legal research and writing and moot court.
Fred's duties will be to plan, organize, and direct the staff of the bureau.
Fred will also serve as the one of the department’s experts on subject and policy related matters for multistate tax issues.Fred is a graduate of the University of California, Los Angeles with a Bachelor of Arts degree in History. He also earned a Master of Arts in History from San Francisco State University. He earned his Juris Doctorate from the University of San Francisco School of Law, where he was editor of the law review.
Appointed to: Career Executive Assignment, Level B, Accounts Receivable Management Division
January 1, 2016
Jennifer has worked for FTB since 1988. She began her career in the Filing program. Since then she has held a variety of positions in the Filing and Accounts Receivable Management (ARM) Divisions. She has led and managed large collection programs. She directed the recovery of delinquent business entity taxes, personal income taxes, and all nontax debts (referred from 400 state and local agencies). The programs recover over $800 million annually.
Jennifer participated on and led enterprise and statewide teams to improve tax and nontax processes, products, and services. The teams made filing returns, paying taxes, and paying nontax debt obligations less burdensome and more secure for all Californians.
As ARM’s chief, Jennifer is responsible for all aspects of individual, business, Court-Ordered Debt, Interagency Intercept, and Vehicle Registration Collection program policy and operations as well as oversight of our six public service field offices.
Jennifer graduated from the California State University Sacramento (CSUS) Leadership for Government Executives. She continues to pursue her Organizational Communication Bachelor of Arts degree from CSUS.
Appointed to: Assistant Chief Counsel, Settlement Bureau
January 1, 2016
Bill fulfilled several significant roles within FTB’s Legal Division since he joined the department in 2004. He is an incumbent within the Settlement Bureau and has recently been its acting Assistant Chief Counsel. He possesses significant hands-on knowledge of the bureau’s functions and how it operates. More importantly, he passionately believes that the bureau is of vital significance to FTB as an organization.
Prior to joining the Settlement Bureau, Bill worked in Legal’s Technical Resource Bureau and General Tax Law Bureau. He dealt with matters that involved legislation and technical advice. He also dealt with highly complex personal and corporate tax matters in docketed protest, on appeal before the Board of Equalization, and in tax refund litigation. He also has substantial experience in representing taxpayers, both large and small, in tax planning and implementing tax minimization strategies.
As the Settlement Bureau’s Assistant Chief Counsel, Bill will be responsible for the bureau’s general oversight, planning, and organization. He will also serve as one of the department's leaders with respect to policy related matters that pertain to the bureau.Bill obtained a Bachelor of Science degree in Business Administration from the University of California, Berkeley, Haas School of Business. He obtained his Juris Doctorate from the University of California, Hastings College of the Law.
Shane J. Hofeling
Appointed to: Assistant Chief Counsel, Litigation Bureau
January 1, 2016
Shane has been with FTB for 13 years. He was the Subject Matter Coordinator, Rulings Manager, and Tax Practitioner Liaison during his tenure with the Legal Division’s Technical Resources Bureau. He has served as a Lead Technical Counsel in a variety of complex areas in the following areas:
- General Tax Bureau
- Business Entities Bureau
- Multistate Bureau
- Technical Resource Bureau
Shane possesses a broad, deep knowledge of federal and California tax laws and a keen working knowledge of the areas of tax law which tend to generate disputes. In addition to possessing strong technical skills, Shane has considerable experience mentoring and assisting attorneys and staff, and in interactions between Legal and FTB’s other divisions. Shane currently serves as the Legal Coordinator for the Chicago Project, an Audit/Legal collaboration project. He was the Legal Division representative to the Taxpayer Compliance Assistance Plan Team (TCAP). Shane is a recent graduate of the FTB Management Development Program (MDP).
As Assistant Chief Counsel of the Litigation Bureau, Shane will be responsible for the general oversight and direction of several diverse practice areas that include:
- General Counsel
- Closing Agreements
- All aspects of FTB’s current and future litigation
Shane will also be responsible for nurturing FTB’s ongoing relationship with the Attorney General’s office.Shane obtained both a Bachelor of Science and a Masters’ degree in Accounting from the University of Utah. He obtained his law degree from the University of the Pacific, McGeorge School of Law.
Appointed to: Career Executive Assignment, Level B, Administrative Services Division
January 1, 2016
Denise has been with FTB for over 26 years. She started her career with FTB as a student assistant while she attended California State University, Sacramento. After she earned a Bachelor of Science Degree in Business Administration with an emphasis in Accounting, she worked for KPMG (Peat Marwick at the time) for 3 years before she returned to FTB. For the past 12 years, she worked in the Administrative Services Division where she served as Chief Security Officer and Director of the Privacy, Security, and Disclosure Bureau. She was responsible for FTB’s information and physical security programs and ensured FTB complied with the:
- Information Practices Act (IPA)
- Public Records Act (PRA)
- Disclosure provisions in the Revenue and Taxation Code
Denise was also the Information Security Officer for the Government Operations Agency and the Business, Consumer Services and Housing Agency.
Prior to her most recent assignments, Denise established and served as Director of FTB’s Office of Resolution Management. In addition to working in the Administrative Services Division, she held positions in the following divisions:
- Operations (a combination of the Filing and Technology Divisions)
Denise is also a Certified Information Privacy Technologist (CIPT).
As chief of FTB’s Administrative Services Division, Denise oversees all aspects of the human resource, internal audit, communications, executive and advocate services, and privacy and security programs.
Appointed to: Career Executive Appointment, Level B, Business and Human Resources Bureau
January 1, 2016
Paul has worked for FTB since 1989. He began his career as a Tax Program Assistant in the Accounts Receivable Management Division. He has been a:
- Business manager
- Human resource (HR) professional
Throughout his career at FTB, Paul has managed the:
- Receiving and Data Storage Section
- Information Validation Section
- Personnel Resources Section
- Personnel Services Sections
He became Director of the Business and Human Resources Bureau in June 2010. He has been a key FTB representative on several interdepartmental HR-related teams that include:
- Statewide HR modernization
- The state’s Civil Service Improvement initiative teams.
Paul receives recognition for his expertise in business process reengineering and leadership development activities (including open, honest communication and making the most of one’s “strengths”). He is an advocate for our mentoring and management rotation programs.
As bureau director, Paul is responsible for FTB’s Talent Management services, which enable FTB to recruit, develop, and maintain our workforce in a safe and healthy environment.Paul attended Brigham Young University, Idaho. He is a graduate of the Leadership of the New Millennium management course through California State University, Sacramento.
Appointed to: Administrator IV, Privacy, Disclosure, and Data Resources Section, Privacy, Security, and Disclosure Bureau
January 1, 2016
Laurie has been with FTB for almost 29 years. She started in the Filing Division where she processed tax returns. She held a variety of positions in the following divisions:
- Technology Services
- Accounts Receivable Management
- Administrative Services
Laurie joined the Privacy, Security, and Disclosure Bureau in 2004 as FTB’s Privacy and Disclosure Officer.
For the past several years, Laurie worked with the Internal Revenue Service, the Federation of Tax Administrators, and states throughout the nation to develop and implement strategies to protect the privacy and security of confidential information.
As Administrator IV, Laurie serves as the Privacy Officer for the Government Operations Agency and the Business, Consumer Services and Housing Agency. She also works on privacy and security initiatives on behalf of the state of California.
Laurie holds certifications from the International Association of Privacy Professionals in both the Government and Technology domains. She studied Journalism and English at American River College, and Business Management through the University of Phoenix. She completed the Intergovernmental Management Training (IGMT) Program.
Appointed to: Chief of Optimization (two-year term)
January 1, 2016
Marlene has worked at FTB for over 27 years and has held a variety of positions including Director level positions in the Information Technology, Processing, Compliance, Filing Methods and Budget areas of the department.
In her new governance council role, Marlene focuses on ways FTB can use its resources to optimize the tools and enhancements the Enterprise Data to Revenue (EDR) project introduced. She will focus on meeting revenue targets and provide the highest level of service to the most taxpayers possible. This is in addition to her current responsibility as Chief Technologist – Planning Services, and Business Director for the EDR Project.
Marlene graduated from California State University, Sacramento (CSUS) with a Psychology degree. She holds a Labor Relations certificate from University of California, Davis (UCD). She also completed CSUS’ Leadership for Government Executives.
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