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California Debt and Investment Advisory Commission Courses

WEBINAR – PRINCIPLES AND PRACTICES OF DEBT MANAGEMENT: EMPLOYING A DEBT POLICY OCTOBER 22, 2014 | 10:00 AM TO 11:45 AM PT | COST: FREE A debt management policy can assist a public agency to make decisions as well as support its efforts to identify conflicts, inconsistencies, and gaps in the agency’s approach to project…

2014 Southern California Fiduciary Summit

Southern California Area 401(k), 403(b), and Retirement Plan Sponsors are gathering on September 23rd for the 2014 Southern California Fiduciary Summit. The summit is an educational workshop for CFOs, HR Directors, Business Owners, and Fiduciaries to discuss retirement plan best practices and strategies. The summit is the 13th stop on the Retirement Plan Road show,…

Funding and Financing of Maintenance and Public Infrastructure Using Special Assessments: Approaches for Achieving Successful Outcomes

In recent years special assessments have been subjected to legal challenges based on interpretations and applications of Proposition 218. The court decisions that resulted from these challenges have placed communities in a state of uncertainty and led to a decline in the use of this tool to pay for public maintenance and capital improvement projects….

August 2014 MiniNews

Download the pdf version *Please note that updates are continually made to the Job Board section of the MiniNews (PDF format) after its original release. Check the Job Board regularly. President’s Message By: Pamela Arends-King, City of Tustin I hope all of you are having a fantastic summer and that you all have some great…

July 2014 Board Packet

Download: July 2014 Board Packet

CDIAC Intermediate Bond Math Two-Part Webinar

Although municipal bonds are a mainstay of public finance, understanding their economic value requires specialized knowledge and expertise. The vocabulary, financial concepts and calculations, and market incentives may be unfamiliar, if not entirely new, to public agency officials. This two-part, intermediate level webinar focuses on the mathematical concepts and calculations underlying bond pricing and structure….

July 2014 MiniNews

Download the pdf version *Please note that updates are continually made to the Job Board section of the MiniNews (PDF format) after its original release. Check the Job Board regularly. President’s Message By: Pamela Arends-King, City of Tustin One of CSMFO’s ongoing goals is for the organization to sustain and grow the membership and encourage…

Webinar – Regulatory Update: The Municipal Advisory Rules and Their Effect on Public Investments, June 23, 2014

CDIAC WEBINAR Monday, June 23, 2014, from 10:00 AM – 11:00 AM Pacific Cost: Free REGISTER With the effective date of the Municipal Advisory (MA) Rules approaching, the municipal market has been directed principally to the role and responsibilities of those persons providing advice with respect to the issuance of municipal securities. However, the rules…

GFOA September 8-12, 2014

The Government Finance Officers Association (GFOA) invites you to participate in a series of training seminars on September 8-12, 2014, at the Hyatt Regency Sacramento in Sacramento, California. Join us for one or more of the following courses: Risk Assessment in Investing Public Funds (September 8); Fundamentals of Performance Management (September 9-10); Intermediate Governmental Accounting…

Message from CSMFO President Pamela Arends-King

Message from CSMFO President Pamela Arends-King

I hope all of you are having a fantastic summer and that you all have some great vacation plans.  It amazes me how fast it is passing by and I will have to take my son back to Minneapolis for school in less than a month. July is usually a slow time in our finance…