Community Calendar https://csmfo.org/events/event_list.asp Fri, 5 Jun 2026 03:01:23 GMT Tue, 17 Nov 2026 12:30:00 GMT Copyright © 2026 CSMFO Intermediate Governmental Accounting Course - June 16, 23 & July 7, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021892 https://csmfo.org/events/EventDetails.aspx?id=2021892 Intermediate Governmental Accounting Course
A CSMFO Core Course

1:30 p.m. - 4:30 p.m. Tuesday, June 16, 23 & July 7, 2026

The Intermediate Governmental Accounting/Financial Reporting class welcomes all accountants who are new to the government sector and anyone who would like to gain a better understanding of governmental accounting and financial reporting.  The course focuses on the year-end close process and annual financial reporting, in addition to a review of certain governmental accounting concepts.  Participants with new or expanding responsibilities for government accounting and financial reporting are encouraged to attend.  To obtain the maximum benefit from this course, attendees should have previously attended the CSMFO Introduction to Governmental Accounting course, or equivalent.

The course will be delivered in three virtual sessions:
Session I:  Tuesday, June 16, 2026, 1:30 pm - 4:30 pm
Session II:  Tuesday, June 23, 2026, 1:30 pm - 4:30 pm
Session III:  Tuesday, July 7, 2026, 1:30 pm - 4:30 pm

This class is limited to 60 participants.  Advance registration is required for this class.
 

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

Instructor:

  • Irwin Bornstein, Municipal Finance Consultant and Retired Assistant City Manager/Director of Administrative Services, City of Mission Viejo

 

Continuing Professional Education:  Attendees earn 9 hours of CPE Credit (Accounting & Auditing, Government) 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.

All Virtual Course Dates:

March 10, 17 & 24, 2026                              1:30 pm – 4:30 pm
May 20, 27 & June 3, 2026                           1:30 pm – 4:30 pm
June 16, 23 & July 7, 2026                           1:30 pm – 4:30 pm
September 1, 8 & 15, 2026                           1:30 pm – 4:30 pm

]]> Tue, 16 Jun 2026 18:30:00 GMT Accounting for Capital Assets - June 24, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021910 https://csmfo.org/events/EventDetails.aspx?id=2021910 Accounting for Capital Assets

A CSMFO training course

8:30 am – 12:00 pm, Tuesday, June 24, 2026

Accounting for capital assets can be a major challenge for local governments. Gain a better understanding of this complex topic in CSMFO’s foundational course. This half-day training provides participants with real-life examples and instruction for how to properly account for capital assets. The course covers the following:

  • Capitalizable costs
  • Capitalization policies
  • Financial statement presentation

This is a not-to-be-missed nuts-and-bolts course that will help you dive into everything you ever wanted to know about capital assets!

This class is limited to 60 participants.  Advance registration is required for this class:

 

THIS VIRTUAL COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

 
Presenter:

  • Jonathan Foster, Partner, Davis Farr LLP
  • Christopher Woidzik, Controller, San Diego County Water Authority
 
Continuing Professional Education:   4.0 CPE (Accounting & Auditing, Government)
 
Cost: $150 for CSMFO members
  $195 for non-CSMFO members
 
Consider joining CSMFO today!  Click here to join.

ALL VIRTUAL COURSE DATES

April 15, 2026                                    8:30 am – 12:00 pm
June 24, 2026                                    8:30 am – 12:00 pm


]]> Wed, 24 Jun 2026 13:30:00 GMT Advanced Specialty Topic - SBITA - June 25, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021914 https://csmfo.org/events/EventDetails.aspx?id=2021914 Subscription-Based Information Technology Arrangements (SBITA) Reporting

A CSMFO Core Course

9:00 a.m.-11:00 a.m., Thursday, June 25, 2026

In response to feedback from CSMFO core accounting and financial reporting courses, we are pleased to offer a series of two-hour sessions on advanced specialty topics.

With the advent of the new rules embodied in GASB Statement No. 96, Subscription-Based Information Technology Arrangements, agencies are faced with new accounting and reporting complexities.  This SBITA Reporting Specialty class will review subscription-based information technology arrangements reporting for government end-users.  There will be examples for an interactive overview of reporting and recording SBITA activity in a government agency.  This session will provide a comprehensive understanding of SBITA accounting, compliance requirements, and disclosure guidelines.  Participants will walk-through the accounting entries, as well as disclosure information needed to report whether using a third-party software system or an internal tracking system.

THIS COURSE IS LIMITED TO 25 ATTENDEES,
REGISTER TODAY!

Instructors:

  • Kelly Telford, Partner, LSL (SBITA, GASB 103)

Continuing Professional Education: 2 hours of CPE (Accounting & Auditing, Government).

Cost:  $100 for CSMFO members

            $130 for non-CSMFO members

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

ALL ADVANCED SPECIALTY TOPICS:  Keep your eye out for upcoming Advanced Specialty Topic courses.

Debt Reporting                               March 18, 2026      9:00 am – 11:00 am
Lease Accounting & Reporting       April 7, 2026            9:00 am – 11:00 am
SBITA Reporting                            June 25, 2026         9:00 am – 11:00 am
Compensated Absences                July 9, 2026            9:00 am – 11:00 am
Debt Reporting                               August 12, 2026     9:00 am – 11:00 am
Pension & OPEB Reporting           August 18, 2026      9:00 am – 12:00 pm
Compensated Absences                October 7, 2026      9:00 am – 11:00 am
SBITA Reporting                            October 8, 2026      9:00 am – 11:00 am
]]> Thu, 25 Jun 2026 14:00:00 GMT Introduction to Governmental Accounting - July 7 & 8, 2026 https://csmfo.org/events/EventDetails.aspx?id=2016466 https://csmfo.org/events/EventDetails.aspx?id=2016466 Introduction to Governmental Accounting

A CSMFO Core Course

8:30 a.m.-11:30 a.m., Tuesday & Wednesday, July 7 & 8, 2026

The Introduction to Government Accounting course welcomes all participants with a general interest in accounting.  The two-day course provides an overview of basic accounting concepts and terminology.  Important topics that are unique to governmental accounting are highlighted throughout the course.  Participants with all levels of experience are welcome.

The course will cover these topics:

  • Basic Accounting Concepts
  • The Accounting Process
  • Role of the Budget
  • Governmental Accounting

This class is limited to 60 participants.  Advance registration is required for this class.


THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

 

This course will be delivered in two sessions:

Session One:  Tuesday, July 7, 2026, 8:30 am - 11:30 am

Session Two:  Wednesday, July 8, 2026, 8:30 am - 11:30 am

 

Instructor:

  • Christian Townes, Partner, LSL

 

Continuing Professional Education:  Attendees earn 6 hours of CPE Credit (Accounting & Auditing, Government) by attending all sessions.  Attendees must attend all sessions to obtain CPE credit.

 

Cost:  $125 for CSMFO members

            $165 for non-CSMFO members

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

 

ALL Virtual Course Dates:

February 10 & 11, 2026                                8:30 am – 11:30 am
March 11 & 12, 2026                                    8:30 am – 11:30 am
April 1 & 2, 2026                                           8:30 am – 11:30 am
May 13 & 14, 2026                                       8:30 am – 11:30 am
July 7 & 8, 2026                                           8:30 am – 11:30 am
September 16 & 17, 2026                            8:30 am – 11:30 am
November 17 & 18, 2026                             8:30 am – 11:30 am

 
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. 
]]> Tue, 7 Jul 2026 13:30:00 GMT Advanced Specialty Topic – Compensated Absences, July 9, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021916 https://csmfo.org/events/EventDetails.aspx?id=2021916

Advanced Specialty Topic – Compensated Absences

A CSMFO Core Course

9:00 a.m.-11:00 a.m., Thursday, July 9, 2026

In response to feedback from CSMFO core accounting and financial reporting courses, we are pleased to offer a series of two- and three-hour sessions on advanced specialty topics.

This session provides a comprehensive overview of the new accounting and financial reporting requirements under GASB Statement No. 101, Compensated Absences.  Participants will explore the key principles, scope, and objectives of the Statement, focusing on recognition, measurement, and disclosure of compensated absences such as vacation, sick leave, and other paid time off within governmental entities.  The session includes practical examples, discussion of implementation challenges, and guidance on transitioning from previous standards.

This course is limited to a small class size to allow in-depth discussion between the instructor and attendees.

 

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

Instructor:

  • Kelly Telford, Partner, LSL

 

Continuing Professional Education:  2 hours of CPE (Accounting & Auditing, Government).

 

Cost: $100 for CSMFO members

$130 for non-CSMFO members

 

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

 

ALL ADVANCED SPECIALTY TOPICS:  Keep your eye out for upcoming Advanced Specialty Topic courses.

Debt Reporting                               March 18, 2026      9:00 am – 11:00 am
Lease Accounting & Reporting       April 7, 2026            9:00 am – 11:00 am
SBITA Reporting                            June 25, 2026         9:00 am – 11:00 am
Compensated Absences                July 9, 2026            9:00 am – 11:00 am
Debt Reporting                               August 12, 2026     9:00 am – 11:00 am
Pension & OPEB Reporting           August 18, 2026      9:00 am – 12:00 pm
Compensated Absences                October 7, 2026      9:00 am – 11:00 am
SBITA Reporting                            October 8, 2026      9:00 am – 11:00 am

 

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. 
]]> Thu, 9 Jul 2026 14:00:00 GMT ABC's of Municipal Finance - July 14, 2026 https://csmfo.org/events/EventDetails.aspx?id=2060452 https://csmfo.org/events/EventDetails.aspx?id=2060452 ABCs of Municipal Finance

A CSMFO training course

8:30 am-12:00 pm, Tuesday, July 14, 2026

In response to popular demand, CSMFO is excited to offer its “ABCs of Municipal Finance” course. This course is for anybody interested in learning the basics of local government finance. Topics covered include how finance departments are organized, the roles of each functional area, what you need to know about accounting, and the major financial documents, such as the budget and annual financial report, financial policies, and key legal frameworks. While the course is designed to be an introduction to local government finance, participants with all levels of experience are welcome.

This class is limited to 60 participants.  Advance registration is required for this class:

 

THIS VIRTUAL COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

Course Objectives:

  1. Understand the accounting and financial reporting structure in local government finance;
  2. Learn about the legal framework within which municipal finance operates; and
  3. Hear about resources that can help you learn more.

Presenter:

  • Russ Branson, Russ Branson Consulting 

Audience:

  • Local government finance professionals
  • Anyone wanting to learn the basics about municipal finance

Continuing Professional Education:   4.0 CPE (Technical)

Cost:  $125 for CSMFO members

          $165 for non-CSMFO members

Consider joining CSMFO today!  Click here to join.

ALL VIRTUAL COURSE DATES:

February 4, 2026                                     8:30 am – 12:00 pm
July 14, 2026                                           8:30 am – 12:00 pm

]]> Tue, 14 Jul 2026 13:30:00 GMT Capital Improvement Planning (CIP) - July 22 & 23, 2026 https://csmfo.org/events/EventDetails.aspx?id=2064456 https://csmfo.org/events/EventDetails.aspx?id=2064456

Capital Improvement Planning (CIP) 

A CSMFO Core Course 

8:30 a.m.-11:30 a.m., Wednesday & Thursday, July 22 & 23, 2026 

This course provides a comprehensive overview of Capital Improvement Planning (CIP) for local government financial professionals, with a focus on practical tools, decision-making frameworks, and long-term financial sustainability.  The training is delivered over two half-day sessions, with Day One covering foundational CIP concepts and Day Two focusing on advanced topics and practical applications. 

Day One establishes core CIP fundamentals, including governance and roles, best practices and policies, project prioritization, funding sources and strategies, and asset replacement and sustainability.  Day Two builds on this foundation by exploring more advanced topics, such as multi-year financial forecasting, political astuteness, appropriation practices, risk management, internal controls, transparency and reporting, public-private partnerships (P3s), and integration with other agency long-term strategic frameworks. 

Participants will examine how CIP programs are developed, funded, prioritized, and monitored within the broader context of strategic planning, asset management, and long-term financial forecasting.  The course emphasizes alignment with strategic goals, general plans, master plans, and fiscal capacity, ensuring that capital decisions support both current service delivery and long-term community needs.  Through real-world examples, interactive polling, and facilitated discussion, participants will gain insight into common challenges faced by local agencies and learn best practices for improving CIP effectiveness, accountability, and performance.  By the end of the course, attendees will be better equipped to support data-driven, transparent, and financially sustainable capital planning processes within their organizations. 

This class is limited to 60 participants.  Advance registration is required for this class. 

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY! 

This course will be delivered in two sessions: 

Session One:  Wednesday, July 22, 2026, 8:30 am - 11:30 am 

Session Two:  Thursday, July 23, 2026, 8:30 am - 11:30 am 

Instructors: 

  • David Cain, Retired Finance Director/Treasurer 

  • Margaret O’Brien, Finance Director, City of Concord 

This course will be offered again on September 30 & October 1, 2026 

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. 

]]> Wed, 22 Jul 2026 13:30:00 GMT Investment Accounting and Reporting - August 4 & 5, 2026 https://csmfo.org/events/EventDetails.aspx?id=2026857 https://csmfo.org/events/EventDetails.aspx?id=2026857 Investment Accounting and Reporting

A CSMFO Core Course

9:00 a.m.-12:00 p.m., Tuesday & Wednesday, August 4 & 5, 2026

This course provides valuable and in-depth investment accounting training.  The course covers the major concepts that impact how governments account for investments, as well as the financial reporting requirements under current GASB pronouncements.  The two-day class also includes investment terminology, types of investment vehicles, and a discussion of internal controls surrounding investment transactions.  This is a not-to-be-missed nuts-and-bolts course that will help you dive into everything you ever wanted to know about accounting for investments!

 

Advance registration is required for this class.

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

 

This course will be delivered in two sessions:

Session One: Tuesday, August 4, 2026, 9:00 am - 12:00 pm

Session Two: Wednesday, August 5, 2026, 9:00 am - 12:00 pm

 

Instructor:

  • Amy Meyer, Partner, Maze & Associates
  • Alaynè Marie Sampson, Senior Portfolio Strategist, Chandler Asset Management

 

Continuing Professional Education:  Attendees earn 6 hours of CPE Credit (Accounting & Auditing, Government) 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.

 

All Virtual Course Dates:

August 4 & 5, 2026                            9:00 am – 12:00 pm

]]> Tue, 4 Aug 2026 14:00:00 GMT Advanced Specialty Topic - Pension/OPEB - August 18, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021917 https://csmfo.org/events/EventDetails.aspx?id=2021917

infoAdvanced Specialty Topic – Pension and OPEB Reporting

A CSMFO Core Course 

9:00 a.m.-12:00 p.m., Tuesday, August 18, 2026

This course will focus on two types of common GASB 68 pension employer accounting, Agent Multiple-Employer plans and Cost-Sharing plans, as well as a GASB 75 Single Employer OPEB plan.  This session will provide examples for an interactive walk-through for reporting and recording pensions and OPEB in a government agency.  Participants will walk-through the accounting entries for reporting pensions and OPEB, as well as allocated pension/OPEB related items across multiple funds.

This class is limited to 25 participants to allow for in-depth discussion between the instructor and attendees.  Advance registration is required for this class. 


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

Instructor:

  • Ryan Domino, Retired Partner, LSL

 

Continuing Professional Education:  3 hours of CPE (Accounting & Auditing, Government).

 

Cost: $100 for CSMFO members 

$130 for non-CSMFO members

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

 

ALL ADVANCED SPECIALTY TOPICS:  Keep your eye out for upcoming Advanced Specialty Topic courses.

Debt Reporting                               March 18, 2026      9:00 am – 11:00 am
Lease Accounting & Reporting       April 7, 2026            9:00 am – 11:00 am
SBITA Reporting                            June 25, 2026         9:00 am – 11:00 am
Compensated Absences                July 9, 2026            9:00 am – 11:00 am
Debt Reporting                               August 12, 2026     9:00 am – 11:00 am
Pension & OPEB Reporting           August 18, 2026      9:00 am – 12:00 pm
Compensated Absences                October 7, 2026      9:00 am – 11:00 am
SBITA Reporting                            October 8, 2026      9:00 am – 11:00 am
]]> Tue, 18 Aug 2026 14:00:00 GMT Intermediate Governmental Accounting Course - September 1, 8 & 15, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021898 https://csmfo.org/events/EventDetails.aspx?id=2021898 Intermediate Governmental Accounting Course
A CSMFO Core Course

1:30 p.m. - 4:30 p.m. Tuesday, September 1, 8 & 15, 2026

The Intermediate Governmental Accounting/Financial Reporting class welcomes all accountants who are new to the government sector and anyone who would like to gain a better understanding of governmental accounting and financial reporting.  The course focuses on the year-end close process and annual financial reporting, in addition to a review of certain governmental accounting concepts.  Participants with new or expanding responsibilities for government accounting and financial reporting are encouraged to attend.  To obtain the maximum benefit from this course, attendees should have previously attended the CSMFO Introduction to Governmental Accounting course, or equivalent.

The course will be delivered in three virtual sessions:
Session I:  Tuesday, September 1, 2026, 1:30 pm - 4:30 pm
Session II:  Tuesday, September 8, 2026, 1:30 pm - 4:30 pm
Session III:  Tuesday, September 13, 2026, 1:30 pm - 4:30 pm

This class is limited to 60 participants.  Advance registration is required for this class.
 

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

Instructor:

  • Irwin Bornstein, Municipal Finance Consultant and Retired Assistant City Manager/Director of Administrative Services, City of Mission Viejo

 

Continuing Professional Education:  Attendees earn 9 hours of CPE Credit (Accounting & Auditing, Government) 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.

All Virtual Course Dates:

March 10, 17 & 24, 2026                              1:30 pm – 4:30 pm
May 20, 27 & June 3, 2026                            1:30 pm – 4:30 pm
June 16, 23 & July 7, 2026                            1:30 pm – 4:30 pm
September 1, 8 & 15, 2026                           1:30 pm – 4:30 pm

]]> Tue, 1 Sep 2026 18:30:00 GMT Financial Management & Analysis - Modules 1 & 2 - September 9 & 10, 2026 https://csmfo.org/events/EventDetails.aspx?id=2026750 https://csmfo.org/events/EventDetails.aspx?id=2026750 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!


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:

April 22 & 23, 2026                                 9:00 am – 12:00 pm
September 9 & 10, 2026                         9:00 am – 12:00 pm

The companion course, Financial Management & Analysis, Modules 3 & 4, will be offered on the following dates:

May 6 & 7, 2026                                      9:00 am – 12:00 pm
November 4 & 5, 2026                            9:00 am – 12:00 pm

]]> Wed, 9 Sep 2026 14:00:00 GMT Introduction to Governmental Accounting - September 16 & 17, 2026 https://csmfo.org/events/EventDetails.aspx?id=2016467 https://csmfo.org/events/EventDetails.aspx?id=2016467 Introduction to Governmental Accounting

A CSMFO Core Course

8:30 a.m.-11:30 a.m., Wednesday & Thursday, September 16 & 17, 2026

The Introduction to Government Accounting course welcomes all participants with a general interest in accounting.  The two-day course provides an overview of basic accounting concepts and terminology.  Important topics that are unique to governmental accounting are highlighted throughout the course.  Participants with all levels of experience are welcome.

The course will cover these topics:

  • Basic Accounting Concepts
  • The Accounting Process
  • Role of the Budget
  • Governmental Accounting

This class is limited to 60 participants.  Advance registration is required for this class.

 

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

 

This course will be delivered in two sessions:

Session One: Wednesday, September 16, 2026, 8:30 am - 11:30 am

Session Two: Thursday, September 17, 2026, 8:30 am - 11:30 am

 

Instructor:

  • Debbie Harper, Retired Partner, LSL 

 

Continuing Professional Education:  Attendees earn 6 hours of CPE Credit (Accounting & Auditing, Government) by attending all sessions.  Attendees must attend all sessions to obtain CPE credit.

 

Cost:  $125 for CSMFO members

            $165 for non-CSMFO members

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

 

All Virtual Course Dates:

February 10 & 11, 2026                                8:30 am – 11:30 am
March 11 & 12, 2026                                    8:30 am – 11:30 am
April 1 & 2, 2026                                           8:30 am – 11:30 am
May 13 & 14, 2026                                       8:30 am – 11:30 am
July 7 & 8, 2026                                           8:30 am – 11:30 am
September 16 & 17, 2026                            8:30 am – 11:30 am
November 17 & 18, 2026                             8:30 am – 11:30 am

]]> Wed, 16 Sep 2026 13:30:00 GMT California Local Budgeting - Part 1, September 23 & 24, 2026 https://csmfo.org/events/EventDetails.aspx?id=2026862 https://csmfo.org/events/EventDetails.aspx?id=2026862 California Local Budgeting - Part 1

A CSMFO Core Course

9:00 a.m.-12:00 p.m., Wednesday & Thursday, September 23 & 24, 2026

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, 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:

  1. Understand the fundamentals of budgeting for California local government;
  2. Learn about how to implement budgeting concepts; and
  3. Hear about resources that can help you learn more.

Dates:

Module One:  Wednesday, September 23, 2026, 9:00 am - 12:00 pm

Module Two:  Thursday, September 24, 2026, 9:00 am - 12:00 pm

Presenters:

  • David Cain, Retired Director of Finance, City of Fountain Valley
  • Russ Branson, Founder, Russ Branson Consulting

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.

 

All Virtual Course Dates:
 January 14 & 15, 2026 9:00 am – 12:00 pm
September 23 & 24, 2026 9:00 am – 12:00 pm

The companion course, California Local Budgeting Part 2, will be offered on the following dates:
 January 28 & 29, 2026 9:00 am – 12:00 pm
October 21 & 22, 2026 9:00 am – 12:00 pm

 
]]> Wed, 23 Sep 2026 14:00:00 GMT Capital Budgeting - September 30 & October 1, 2026 https://csmfo.org/events/EventDetails.aspx?id=2026830 https://csmfo.org/events/EventDetails.aspx?id=2026830 Capital Budgeting

A CSMFO Core Course

Wednesday & Thursday, September 30 & October 1, 2026

 

More details coming soon! 

 

This course will be delivered in two sessions:

Session One: Wednesday, September 30, 2026

Session Two: Thursday, October 1, 2026

 

Instructor:

  • David Cain

 

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

 

All Virtual Course Dates:

Wednesday & Thursday, July 22 & 23, 2026

Wednesday & Thursday, September 30 & October 1, 2026

]]> Wed, 30 Sep 2026 05:00:00 GMT Advanced Specialty Topic – Compensated Absences, October 7, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021927 https://csmfo.org/events/EventDetails.aspx?id=2021927

Advanced Specialty Topic – Compensated Absences

A CSMFO Core Course

9:00 a.m.-11:00 a.m., Wednesday, October 7, 2026

In response to feedback from CSMFO core accounting and financial reporting courses, we are pleased to offer a series of two- and three-hour sessions on advanced specialty topics.

This session provides a comprehensive overview of the new accounting and financial reporting requirements under GASB Statement No. 101, Compensated Absences.  Participants will explore the key principles, scope, and objectives of the Statement, focusing on recognition, measurement, and disclosure of compensated absences such as vacation, sick leave, and other paid time off within governmental entities.  The session includes practical examples, discussion of implementation challenges, and guidance on transitioning from previous standards.

This course is limited to a small class size to allow in-depth discussion between the instructor and attendees.

 

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

 

Instructor:

  • Kelly Telford, Partner, LSL

 

Continuing Professional Education:  2 hours of CPE (Accounting & Auditing, Government).

 

Cost: $100 for CSMFO members

$130 for non-CSMFO members

 

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

 

ALL ADVANCED SPECIALTY TOPICS:  Keep your eye out for upcoming Advanced Specialty Topic courses.

Debt Reporting                               March 18, 2026      9:00 am – 11:00 am
Lease Accounting & Reporting       April 7, 2026            9:00 am – 11:00 am
SBITA Reporting                            June 25, 2026         9:00 am – 11:00 am
Compensated Absences                July 9, 2026            9:00 am – 11:00 am
Debt Reporting                               August 12, 2026     9:00 am – 11:00 am
Pension & OPEB Reporting           August 18, 2026      9:00 am – 12:00 pm
Compensated Absences                October 7, 2026      9:00 am – 11:00 am
SBITA Reporting                            October 8, 2026      9:00 am – 11:00 am

 

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. 
]]> Wed, 7 Oct 2026 14:00:00 GMT Advanced Specialty Topic - SBITA - October 8, 2026 https://csmfo.org/events/EventDetails.aspx?id=2021936 https://csmfo.org/events/EventDetails.aspx?id=2021936 Subscription-Based Information Technology Arrangements (SBITA) Reporting

A CSMFO Core Course

9:00 a.m.-11:00 a.m., Thursday, October 8, 2026

In response to feedback from CSMFO core accounting and financial reporting courses, we are pleased to offer a series of two-hour sessions on advanced specialty topics.

With the advent of the new rules embodied in GASB Statement No. 96, Subscription-Based Information Technology Arrangements, agencies are faced with new accounting and reporting complexities.  This SBITA Reporting Specialty class will review subscription-based information technology arrangements reporting for government end-users.  There will be examples for an interactive overview of reporting and recording SBITA activity in a government agency.  This session will provide a comprehensive understanding of SBITA accounting, compliance requirements, and disclosure guidelines.  Participants will walk-through the accounting entries, as well as disclosure information needed to report whether using a third-party software system or an internal tracking system.


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

Instructors:

  • Kelly Telford, Partner, LSL (SBITA, GASB 103)

Continuing Professional Education: 2 hours of CPE (Accounting & Auditing, Government).

Cost:  $100 for CSMFO members

            $130 for non-CSMFO members

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

ALL ADVANCED SPECIALTY TOPICS:  Keep your eye out for upcoming Advanced Specialty Topic courses.

Debt Reporting                               March 18, 2026      9:00 am – 11:00 am
Lease Accounting & Reporting       April 7, 2026            9:00 am – 11:00 am
SBITA Reporting                            June 25, 2026         9:00 am – 11:00 am
Compensated Absences                July 9, 2026            9:00 am – 11:00 am
Debt Reporting                               August 12, 2026     9:00 am – 11:00 am
Pension & OPEB Reporting           August 18, 2026      9:00 am – 12:00 pm
Compensated Absences                October 7, 2026      9:00 am – 11:00 am
SBITA Reporting                            October 8, 2026      9:00 am – 11:00 am
]]> Thu, 8 Oct 2026 14:00:00 GMT Debt Fundamentals https://csmfo.org/events/EventDetails.aspx?id=2058433 https://csmfo.org/events/EventDetails.aspx?id=2058433 Debt Fundamentals

A CSMFO Core Course

8:30 a.m.-11:30 a.m., Tuesday & Wednesday, October 13 & 14, 2026

This course covers various aspects of the issuance of debt ranging from what you need to do before contemplating the issuance of debt, to the role and responsibilities of your organization, to who are the various players in the debt issuance process.  You will learn about various types of debt and debt structures and what your responsibilities will be once the deal has closed and everyone else goes away.

 

The course will cover these topics:

  • What Needs to be in Place Before you Begin
  • Understanding Roles and Responsibilities for Issuing Debt
  • The Various Types of Debt
  • Before, During and After the Sale
  • Your Responsibilities After the Sale

This class is limited to 60 participants.  Advance registration is required for this class.

 

THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!

This course will be delivered in two sessions:

Session One:  Tuesday, October 13, 2026, 8:30 am - 11:30 am

Session Two:  Wednesday, October 14, 2026, 8:30 am - 11:30 am

Instructor:

  • Jay Goldstone, Retired Chief Operating Officer/Chief Financial Officer

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.

]]> Tue, 13 Oct 2026 13:30:00 GMT California Local Budgeting - Part 2, October 21 & 22, 2026 https://csmfo.org/events/EventDetails.aspx?id=2026867 https://csmfo.org/events/EventDetails.aspx?id=2026867 California Local Budgeting - Part 2

Advanced Budget Concepts Training

A CSMFO Core Course

9:00 a.m.-12:00 p.m., Wednesday & Thursday, October 21 & 22, 2026

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, October 21 2026, 9:00 am - 12:00 pm

Module Four:  Thursday, October 22, 2026, 9:00 am - 12:00 pm

Presenters:

  • David Cain, Retired Director of Finance, City of Fountain Valley
  • Russ Branson, Founder, Russ Branson Consulting

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.

 

All Virtual Course Dates:

January 28 & 29, 2026                9:00 am – 12:00 pm

October 21 & 22, 2026                9:00 am – 12:00 pm


The companion course, California Local Budgeting Part 1, will be offered on the following dates:

January 14 & 15, 2026                9:00 am – 12:00 pm

September 23 & 24, 2026                9:00 am – 12:00 pm

]]> Wed, 21 Oct 2026 14:00:00 GMT Financial Management & Analysis - Modules 3 & 4 - November 4 & 5, 2026 https://csmfo.org/events/EventDetails.aspx?id=2026764 https://csmfo.org/events/EventDetails.aspx?id=2026764 Financial Management & Analysis - Modules 3 & 4

a CSMFO Core Course

9:00 am - 12:00pm, Wednesday & Thursday, November 4 & 5, 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!

 

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
November 4 & 5, 2026                            9:00 am – 12:00 pm

The companion course, Financial Management & Analysis, Modules 1 & 2, will be offered on the following dates:

April 22 & 23, 2026                                 9:00 am – 12:00 pm
September 9 & 10, 2026 9:00 am – 12:00 pm

 

]]> Wed, 4 Nov 2026 14:00:00 GMT Introduction to Governmental Accounting - November 17 & 18, 2026 https://csmfo.org/events/EventDetails.aspx?id=2016468 https://csmfo.org/events/EventDetails.aspx?id=2016468 Introduction to Governmental Accounting

A CSMFO Core Course

8:30 a.m.-11:30 a.m., Tuesday & Wednesday, November 17 & 18, 2026

The Introduction to Government Accounting course welcomes all participants with a general interest in accounting.  The two-day course provides an overview of basic accounting concepts and terminology.  Important topics that are unique to governmental accounting are highlighted throughout the course.  Participants with all levels of experience are welcome.

The course will cover these topics:

  • Basic Accounting Concepts
  • The Accounting Process
  • Role of the Budget
  • Governmental Accounting

This class is limited to 60 participants.  Advance registration is required for this class.


THIS COURSE IS LIMITED TO 60 ATTENDEES, SO REGISTER TODAY!


This course will be delivered in two sessions:

Session One:  Tuesday, November 17, 2026, 8:30 am - 11:30 am

Session Two:  Wednesday, November 18, 2026, 8:30 am - 11:30 am

 

Instructor:

  • Debbie Harper, Retired Partner, LSL

 

Continuing Professional Education:  Attendees earn 6 hours of CPE Credit (Accounting & Auditing, Government) by attending all sessions.  Attendees must attend all sessions to obtain CPE credit.

 

Cost:  $125 for CSMFO members

            $165 for non-CSMFO members

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

ALL Virtual Course Dates:

February 10 & 11, 2026                                8:30 am – 11:30 am
March 11 & 12, 2026                                    8:30 am – 11:30 am
April 1 & 2, 2026                                           8:30 am – 11:30 am
May 13 & 14, 2026                                       8:30 am – 11:30 am
July 7 & 8, 2026                                           8:30 am – 11:30 am
September 16 & 17, 2026                            8:30 am – 11:30 am
November 17 & 18, 2026                             8:30 am – 11:30 am

 
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. 
]]> Tue, 17 Nov 2026 13:30:00 GMT