Interim Executive Director Message
Thursday, January 30, 2025
CSMFO News HTML for YM 1.30.25
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Interim Executive Director Message
Year-End Highlights and New Year Previews
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The CSMFO Board closed 2024 by approving the 2025 budget and strategic plan, emphasizing sustainability and member engagement. January welcomed new Board
Members, our new management team, and volunteer leaders. Renew your membership to access exclusive benefits, or explore volunteer opportunities to
contribute to CSMFO’s exciting plans for 2025.
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Board Highlights
Before heading out for holiday break, the CSMFO Board of Directors met virtually on December 19 to discuss CSMFO business and receive updates from committees and
chapters. The Action taken included the Board’s approval of agreements to continue with our valued educational instructors and the adoption of important organizational
matters including the 2025 annual budget and new strategic plan. The strategic plan affirms CSMFO’s goals of organizational sustainability, professional development,
and member engagement and sets out new objectives that will focus on long-term financial planning, refining roles and responsibilities, and enhancing CSMFO programs and
training with its members.
The January 16 Virtual Board meeting began with welcoming our new Board Members Kyle Johnson, Alberto Preciado, and President-Elect Karla Romero. The Board also
formally welcomed and fully onboarded our new association management company, Impact Association Management. We are excited to have them play an active role in supporting
CSMFO’s mission and enhancing the delivery of our programs, communications, and courses. The Impact team will be present at our 2025 Annual Conference in San Jose,
and they look forward to welcoming conference attendees at the registration booth.
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Volunteer in the New Year
January has been a busy start of the year as we welcome the 2025 Board, volunteer leadership, and committee members. We welcome all those who give their time and
voices to add value to CSMFO and encourage others to consider volunteering with this great organization. From annual budget review to local Chapter support to a wide variety
of Committees covering various topics, CSMFO has a volunteer opportunity to fit with nearly every interest and schedule. Check out the CSMFO Volunteer Handout for details.
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Renew Today!
Your 2025 Membership began on January 1. If you are not able to access member pricing for educational courses and chapter meetings or engage through Knowledge Base,
please take a moment to renew and experience the full value of the CSMFO Community. With your active membership, you will be able to participate in core courses, chapter
events, membership programs, and much more! Check out the master calendar at Community Calendar - CSMFO.
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After a successful 28-year career, Margaret retired as the Executive Manager of Finance for West Basin Municipal Water District. An opportunity to support the Town of Discovery Bay CSD as their Finance Manager provides her the opportunity to help guide
them through transformative. Margaret began her professional career at Coopers & Lybrand focusing primarily on governments and nonprofits. Margaret earned her B.A in Economics
from U.C Santa Barbara. She maintains her license as a certified public accountant (CPA).
In August 2024, Margaret was approved by the California Society of Municipal Finance Officers (CSMFO) Board to serve as Interim Executive Director where she has
overall strategic and operational responsibility for CSMFO programs and execution of its mission. Margaret served as the 2018 President of CSMFO and also served in a variety
of volunteer capacities. Margaret has also been active with CMTA and GFOA. In June 2022, Margaret joined California Class, a joint powers agency, as a Board of Trustee
to serve a four-year term for this local government investment pool. In April 2024, Margaret joined the NIGP Certification Commission as a public stakeholder member.
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