If you attended last week’s CAEZ Board meeting in Sacramento, then you heard the big news that the FTB’s Jeanne Harriman is being promoted effective next month. See below the text of an informational release that will appear on the FTB website in June. For as long as I can remember, Jeanne has been the star attraction at every CAEZ conference (the only speaker allowed to set her own “ground rules”), as well as at the quarterly Board meetings. But that was nothing compared to the value of her participation at the Board’s Strategic Planning Session dinners.

Here is the preview for the press release:

Jeanne Harriman Appointed to: CEA II, Financial Management Bureau

June 1, 2009

Jeanne has worked for FTB since 1989. She began her career as a tax auditor, and has worked in all audit programs including working in the field for two years. In recent years, she has been primarily responsible for directing staff that have responsibility for final review of audit cases, establishing practices and procedures for the Audit Division, assisting or leading projects related to the audit workload or to enterprise issues, and resolving or addressing emerging trends or issues raised by FTB staff or FTB stakeholders.

As bureau director, Jeanne will be responsible for the enterprise-wide budgeting, accounting, and resources allocation functions. She will work with the Department of Finance, the State and Consumer Services Agency, the California Legislature, and other state agencies in obtaining the resources FTB needs to achieve the department and state’s priorities. In addition, Jeanne will oversee the accounting functions to ensure that all legal mandates are complied with and that the FTB reports its financial performance accurately and timely.

Jeanne holds a Bachelor of Science degree in Accounting and a Masters degree in taxation from California State University, Sacramento. She is a licensed Certified Public Accountant.