California Local Budgeting - Part 2, October 22 & 23, 2025
Credit Available - See Credits tab below.
Total Credits: 6 Technical
- Speakers:
- David Cain | Russ Branson
- Duration:
- 9:00 AM - 12:00 PM
- License:
- Never Expires.
Description
California Local Budgeting - Part 2
Advanced Budget Concepts Training
A CSMFO Core Course
9:00 a.m.-12:00 p.m., Wednesday & Thursday, October 22 & 23, 2025
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 22, 2025, 9:00 am - 12:00 pm
Module Four: Thursday, October 23, 2025, 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.
Credits
Faculty
David Cain Related Seminars and Products
Retired Finance Director, City of Fountain Valley
None
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.
Russ Branson Related Seminars and Products
Founder
Russ Branson Consulting
Russ Branson is the founder of Russ Branson Consulting. Russ works with local governments and special districts addressing difficult financial issues facing municipal governments today. Prior to starting his own firm, Russ was a Director for Public Financial Management (PFM). Russ spent 13½ years with the City of Roseville in financial leadership positions, including Assistant City Manager and Treasurer, overseeing Finance and Administrative Services. The City of Roseville is a full-service City which also has electric, water, wastewater, and solid waste utilities. Before joining the City of Roseville, Russ was a principal with Economic and Planning Systems, an urban economics consultancy, where he spent more than a decade providing clients with services including impact fee studies, infrastructure financing plans, and the establishment of special taxing districts.
Alternate Options
| Availability | Module Title | Speaker | Credits | Course Type | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||
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| Oct 22, 2025 @ 09:00 AM (PDT) |
California Local Budgeting - Part 2, October 22, 2025
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Total Credits: 3 Technical | Webinar | 9:00 AM - 12:00 PM | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Oct 23, 2025 @ 09:00 AM (PDT) |
California Local Budgeting - Part 2, October 23, 2025
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Total Credits: 3 Technical | Webinar | 9:00 AM - 12:00 PM | More info » | ||||||||||||||||||||||||||||||||||||||||||||
| Total Classroom CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||