Financial Management & Analysis - Modules 1 & 2

a CSMFO Core Course

9:00 am - 12:00pm Wednesday & Thursday, September 9 & 10, 2026

CSMFO has developed a four-part course in Financial Management and Analysis.  You will learn from practitioners with a deep understanding of financial management concepts about how best to implement sound managerial and financial policy decisions.  These decisions are then oriented towards achieving the goals and priorities of the organization while helping to achieve financial sustainability.  The first part of this course, consisting of Modules 1 and 2, is scheduled for two days and provides the foundation to understanding several key financial management and analysis concepts and tools. 

Module 1 provides context for the importance of these issues and provides an understanding of best practices, assessing fiscal condition, and effective data collection and analysis techniques. 

Module 2 discusses fiscal policies in detail, long-term financial planning, effective cost allocation, and properly valuing and setting aside resources for needed facility, vehicle/equipment, maintenance, and other recurring needs.

THIS COURSE IS LIMITED TO 25 ATTENDEES, SO REGISTER TODAY!
Registration Opening Soon!

Instructors:
David Cain, Retired Director of Finance, City of Fountain Valley
Scott Catlett, Director, Eide Bailly LLP

Continuing Professional Education:  6 hours of CPE (Technical). 

Cost: $200 for CSMFO members 

          $260 for non-CSMFO members 

Not a member?  Consider joining CSMFO today!  Click here to join. 

Virtual Course Dates:
May 6 & 7, 2026                                      9:00 am – 12:00 pm
September 9 & 10, 2026                         9:00 am – 12:00 pm