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California Local Budgeting - Part 1 A CSMFO Core Course 9:00 a.m.-12:00 p.m., Wednesday & Thursday, March 5 & 6, 2025 The California Local Budgeting Course welcomes all local government professionals who would like to gain a better understanding of the role that budgeting plays in financial management. This introductory course is comprised of two separate 3-hour modules: Module One: Foundations of Budget Management will be the broadest, providing an overview of budgeting in government, types of government budgets, accounting for budget analysts, and budget’s relationship to long-term financial planning. Overview of Module One: Foundation of Budget Management - Section 1 – What is a Budget?
- Section 2 – Types of Budgets
- Section 3 – Accounting for Budget Analysts
- Section 4 – Integration of Planning Documents
Module Two: Building the Budget will delve into best practices for the budget process, personnel budgeting, and non-personnel, revenue, expenditures and capital projects and debt. Overview of Module Two: Building the Budget - Section 1 – Budget Philosophy, Planning and Direction
- Section 2 – Revenues
- Section 3 – Expenditures and Capital Projects
These two modules are led by experts in the field and provide a detailed overview of how public agency budgets work. The content is designed for individuals who are newer to the public sector field of finance. This class is limited to 60 participants. Advance registration is required for this class. THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY! Course Objectives: - Understand the fundamentals of budgeting for California local government;
- Learn about how to implement budgeting concepts; and
- Hear about resources that can help you learn more.
Dates: Module One: Wednesday, March 5, 2025, 9:00 am - 12:00 pm Module Two: Thursday, March 6, 2025, 9:00 am - 12:00 pm Presenters: - David Cain, Retired Director of Finance, City of Fountain Valley
- Scott Catlett, Director, Eide Bailly
Audience: - Local government finance professionals
Continuing Professional Education: Attendees earn 6 hours of CPE Credit (Technical) by attending all sessions. Attendees must attend all sessions to obtain CPE credit. Cost: $200 for CSMFO members $260 for non-CSMFO members Not a member? Consider joining CSMFO today! Click here to join. This course will also be offered on the following dates: September 24 & 25, 2025 Refund Policy for Course and Chapter Events 1. A full refund to a course or chapter event (“event”), regardless of method of delivery (i.e. virtual or in person), will be provided to an enrollee provided the enrollee submits a request in writing at least 3 business days before the event by emailing office@staff.csmfo.org. A $25 cancellation fee will be assessed, and no account credits will be offered. 2. CSMFO will allow certain transfers of the event registration if the enrollee provides written notice (by emailing office@staff.csmfo.org) at least 3 business days before an event, as follows: a. The enrollee may transfer their registration to another event that already exists on the event calendar within the same calendar year. b. The enrollee may transfer their registration to another person for the same event. c. If the transfer is unable to be made to an event that already exists on the event calendar in the same calendar year, CSMFO will provide a full refund (no cancellation fees). d. In cases where such transfers result in a price differential (for example, if the new event has a higher fee than the event, or, if the transfer is being made from a member to a non-member), the differential will become due to CSMFO. 3. If an enrollee registers for an event within the 3 business days of the event and is unable to attend, no refund or transfer will be allowed.
4. In the case of an event cancellation by CSMFO, CSMFO will provide a full refund to all enrolled participants.
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