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California Local Budgeting - Part 2 Advanced Budget Concepts Training A CSMFO Core Course 9:00 a.m.-12:00 p.m., Wednesday & Thursday, March 19 & 20, 2025 Part 1 of the California Local Budget Course (consisting of Module I, “Foundations of Budget Management,” and Module II, “Building the Budget”) provides the basics for local agency budget development. Part 2, consisting of the final two 3-hour modules, will cover more advanced budgeting concepts for finance managers and directors. Module III will provide more in-depth information on the essential elements of an outstanding budget document; budgeting best practices; GFOA and CSMFO awards criteria; and tools for reporting this financial information to your organization and community via various engagement tools. These engagement tools will include a look at the “Priority Based” budgeting model as a means to address your community’s service priorities. Module IV covers advanced budgeting concepts and will examine the legal and policy framework of budgeting, along with budget monitoring. It will examine staff dynamics with a focus on finance committees, and agency staff and department managers, along with a discussion of the variety of competing interests and priorities within our communities. Time will be spent looking at budgeting pitfalls through the “lessons learned” from others along with tools to help develop political astuteness. There will also be information on the essential tools used for longer term financial planning to ensure long-run fiscal sustainability. This class is limited to 60 participants. Advance registration is required for this class. THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY! Dates: Module Three: Wednesday, March 19, 2025, 9:00 am - 12:00 pm Module Four: Thursday, March 20, 2025, 9:00 am - 12:00 pm Presenters: - David Cain, Retired Director of Finance, City of Fountain Valley
- Scott Catlett, Director, Eide Bailly LLP
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: October 22 & 23, 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.
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