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Financial Management & Analysis - Modules 3 & 4 a CSMFO Core Course 9:00 am - 12:00pm, Wednesday & Thursday, June 10 & 11, 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 second part of this course, consisting of Modules 3 and 4, is scheduled over two days. It builds on the foundation of the first two modules, and goes into more depth about financial management analysis, including opportunities to work through various case studies and learn about forecasting, analysis, and reporting in practice. Module 3 covers how to manage short-term resources and obligations, the importance of internal controls, understanding the roles of cash, treasury, and investment management, and budgetary control through legislative agenda management. It also provides an understanding of periodic monitoring and reporting of fiscal condition along with some practical examples and case studies. Module 4 offers specific financial health diagnostic tools, identifying tools to analyze complex data and key elements of financial statement analysis. Included are discussions about practical tools for financial condition analysis, financial forecasting, and financial statement analysis, along with a variety of case studies and exercises. Successful Outcomes: - Read, understand, and analyze budgets, financial statements, and other financial reports.
- Interpret key financial metrics and information to aid in decision making for executive leadership and elected officials.
- Perform effective financial analysis to draw valid and informed conclusions from available data.
- Improve financial decision making through providing useful financial information and appropriate policy direction.
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:
June 10 & 11, 2026 9:00 am – 12:00 pm
November 4 & 5, 2026 9:00 am – 12:00 pm
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