CMSFO offers a number of live presentation courses throughout the State at local agencies facilities.

  1. Introduction to Government Accounting
    • The course introduces the seminar participant to basic terminology focusing first on the profit oriented entity. As the course progresses, the focus evolves to governmental terminology. The assumption is that the participant has had some experience in the corporate environment and thus will more quickly grasp the basic concepts because of familiarity. Once a basic understanding of accounting concepts is reached, these concepts can easily be applied to the unique requirements of the governmental area.
  2. Intermediate Governmental Accounting
    • This class is targeted to individuals who have new or expanding responsibilities for government accounting and financial reporting. It is also appropriate for individuals that have some accounting background, but may be new to the government sector. A signficant portion of the class is focused on planning and executing the year end close process.
  3. Investment Accounting (in partnership with CMTA)
    • CSMFO and CMTA are once again partnering together to provide an informative training session for our members on investment accounting. This class is offered once a year and 2016 will be held in Southern California. Our speakers will provide valuable and in-depth investment accounting training. They will share detailed concepts, real world examples, and reserve time to answer your questions
  4. Power of Fiscal Policies & Long Term Financial Planning
    • The Power of Fiscal Policies
      Good times come and go, but your values shouldn’t – which is what fiscal policies are all about. Setting clearly articulated fiscal policies builds a strong foundation for protecting your agency’s long-term fiscal health. As recent economic events have shown, no agency is immune to economic downturns. But agencies with clear fiscal policies in place with a tradition of following them have a significant strategic edge over those that don’t. Policies make tough decisions easier by providing guidance both when times are good by preventing problems to begin with, as well as when the inevitable tough times do arrive.Every agency is different, so when it comes to policies, “one size” is unlikely to fit all. This means there are no right answers, but there are “right questions.” This half-day session will discuss the key areas that fiscal policies should cover and approaches for approval and ongoing review. It will also provide sample policies and tips on getting started in preparing or updating fiscal policies.
    • Long-Term Financial Planning
      In these challenging and ever-changing fiscal times, it seems like it’s hard to predict what’s going to happen next week, let alone next year – or even more daunting, five or ten years from now. So, why should local governments take the time and effort to prepare long-term financial plans? Stated simply, because making good resource decisions today requires taking into account their impact on your fiscal condition tomorrow. Developing good solutions requires knowing the size of the problem you are trying to solve: you can’t fix a problem you haven’t defined. And in this economic and fiscal environment, looking only one year ahead is almost certain to misstate the size and nature of the fiscal challenges ahead of you. This half-day session will provide insights on how long-term financial planning will help you better navigate the fiscal challenges ahead of your agency and provide practical tips on how to prepare meaningful forecasts in light of uncertainty about economic and fiscal trends. The session will also provide useful examples of how to prepare long-term financial plans and present the results to policy makers.
  5. Fundamentals of Tax Revenues (Revenue Fundamentals I)
    • This course will provide participants with a complete review of major municipal tax revenues.  The session will focus primarily on Property Tax, Sales and Use Tax, but also discuss other local option taxes such as Business License Tax, Utility Users Tax, Transient Occupancy Tax and Property Transfer Tax. The session will begin with an overview and discussion of the fundamental concepts of Taxes for California local agencies. Included will be a brief history of the state and local fiscal relationship focusing on the various changes in Property Tax law since Proposition 13 and the legislative protections that have been gained over the years.
  6. Fundamentals of Fees, Rates, Charges, and Land-Based Financing Tools (Revenue Fundamentals II)
    • The session will put such revenue sources in context within the overall municipal revenue picture, discuss various policy objectives, and provide an overview and discussion of these revenue sources. Specifically, this course will review Community Facilities Districts/CFDs, Benefit Assessments, Utility Rates, General Government Fees, Development Impact Fees, and Economic Development tools. This interactive session will also include exercises to help participants understand the complexities of these revenue tools.

Please click on the link below to review and sign up for upcoming events (link titled “upcoming events” remains).

Interested in being a host agency?
Please forward email to Career Development Chair  – scatlett@yorba-linda.org