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Webinar

CSMFO Webinar: Developing an Effective Financial Management Framework - How Fiscal Policies and Best Practices Can Ensure Your Success


Credit Available - See Credits tab below.

Speakers:
Scott Catlett |  David Cain MPA
Duration:
10:00 AM - 11:30 AM
License:
Never Expires.

Dates


Description

CSMFO Webinar

 

Developing an Effective Financial Management Framework

How Fiscal Policies and Best Practices Can Ensure Your Success

 

a CSMFO webinar

10:00-11:30 a.m., Thursday, August 15, 2024

 

This webinar will discuss the important role that a robust fiscal policy framework and the implementation of best practices play in successfully managing a finance department.  How are accounting and financial management different?  Why does your success depend on instituting an effective financial management framework in your finance department?  The presenters will answer these questions and focus their presentation on the role that well thought out and comprehensive policies and practices play in avoiding problems that can otherwise occur.  They will also discuss resources for filling gaps in your existing financial management practices and some case studies on the benefits associated with these efforts.

 

Advance registration is required for this no-cost webinar.

 

Webinar Objectives:

  1. Learn about the difference between accounting and financial management;
  2. Understand the importance of instituting an effective financial management framework; and
  3. Learn about resources for filling gaps in your existing financial management practices.

 

Presenters:

  • David Cain, Retired Finance Director/Treasurer
  • Scott Catlett, Director, Eide Bailly LLP, CSMFO Past President

 

Audience:

  • Local government finance professionals

 

Continuing Professional Education:   1.5 CPE (Technical)

 

Cost:  Free for CSMFO members

          $25 for non-CSMFO members

 

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

Credits


Technical This Webinar qualifies for 1.5 CPE credits.

Faculty

Scott Catlett's Profile

Scott Catlett Related Seminars and Products

Director - Government Advisory Services

Eide Bailly LLP


Scott Catlett is a Director in the Government Advisory Services Department at Eide Bailly LLP, where he assists state and local government clients with financial management and budgeting best practice implementation, complex accounting and financial reporting challenges, and fiscal policy development.  Prior to joining Eide Bailly, Scott worked directly for cities for 17 years, after serving as a consultant to state and local governments earlier in his career.  During his government service, Scott was the Assistant Finance Director for California’s 12th largest city, Riverside, and the Finance Director for the Cities of Yorba Linda and Newport Beach.  Through these various roles, Scott has managed budgets ranging from $100 million to $1.2 billion and investment portfolios of $75 million to $500 million.  Scott holds a bachelor’s degree in finance from Tulane University and a master’s degree in public administration from California State University, San Bernardino, where he has been a part-time instructor since 2014 teaching graduate courses in public financial management and public budgeting.  His passion for education extends to serving in the past as an instructor for the Government Finance Officers Association’s (GFOA) Budget Analyst Training Academy and other courses, as well as serving as a speaker for various industry conferences and webinars.  Scott is an active member of GFOA, the California Society of Municipal Finance Officers (CSMFO), and the Tennessee Government Finance Officers Association.  He served as a volunteer leader for CSMFO for 12 years, serving successively as a Chapter Chair, Committee Chair, and elected statewide Board Member.  In 2020, he was elected by CSMFO’s 2,600 members to be the Association’s 2022 President.  On the weekends, you will find Scott hiking the wooded trails near his home, cheering for his boys at their baseball and basketball games, and battling rabbits and squirrels in his garden.


David Cain MPA's Profile

David Cain MPA Related Seminars and Products

Retired Finance Director, City of Fountain Valley

Retired


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.