Credit Available - See Credits tab below.
Total Credits: 6 Technical
Financial Management and Analysis – Modules 1 and 2
A CSMFO Core Course
9:00 a.m.-12:00 p.m., Wednesday & Thursday, April 17 & 18, 2024
As the next addition to CSMFO’s successful and comprehensive core course program, a four-part course in Financial Management and Analysis has been developed. The first part of this course, consisting of Modules 1 and 2, was launched at the Annual Conference. Learn from practitioners with a deep understanding of these concepts how best to implement sound financial management and analysis best practices in your agency.
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 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, April 17, 2024, 9:00 am - 12:00 pm
Session Two: Thursday, April 18, 2024, 9:00 am - 12:00 pm
Instructors:
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
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This course will be offered again on September 11 & 12, 2024
The companion course, Financial Management & Analysis, Modules 3 & 4, will be offered on the following dates:
June 5 & 6, 2024
December 4 & 5, 2024
David Cain has more than 47 years of professional managerial experience in both the public and private sectors. He has 30-plus years of public sector management experience at the executive level in six local California agencies and retired from the City of Fountain Valley in 2017. Since 2017, he has served as interim finance director and is continuing to provide financial consulting services to a number of southern California public agencies. David has served the California Society of Municipal Finance Officers (CSMFO) as a Board Member and Committee Chair/Senior Advisor for a number of committees. He is currently the Senior Advisor for the Career Development, and a member of the Program Committees. He serves as a mentor in both the CSMFO and Biola University mentorship programs. He has been an instructor for the GFOA Budget Academy and is currently an instructor for several of CSMFO’s Core Training classes. David was honored to be chosen as the recipient of CSMFO’s “Distinguished Service Award” in 2020. When not working, David enjoys worldwide traveling with his wife and family including their two grandchildren. He serves as an Assistant Boy Scout Leader for his grandson’s Chino Scout Troop 202. David Cain received his Bachelor of Science in Business Administration from Biola University and his Master of Public Administration degree from California State University, Northridge.
| Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
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| Apr 17, 2024 @ 09:00 AM (PDT) |
Session One April 17, 2024
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Total Credits: 3 Technical | Webinar | 3 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Apr 18, 2024 @ 09:00 AM (PDT) |
Session Two April 18, 2024
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Total Credits: 3 Technical | Webinar | 3 Hours | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Total Classroom CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||