“Learning the Ropes and Resources to Help” – CSMFO ...
“Learning the Ropes and Resources to Help” – CSMFO Coaching Program
Master Coaches: Karen Brust, Mary Bradley, and Derek Hanway
4:10-5:10 p.m., Thursday, March 14
|Elements of a Solid |Resources to Help You |Notes |
|Foundation | | |
|Management Skills |CPA is ideal; if not, then an advanced degree: e.g. masters in organizational management, MBA, MPA |Management skills are often most important factor for advancement|
| |CSMFO CFO Training Program | |
| |Communication and influence skills; speaking (Toastmasters, etc.) |Find ways to hone your writing and presentation skills |
| |CSMFO CAFR and budget review programs |Reviewing builds skills with limited time commitment (~4 hours) |
| | |Take the initiative |
| |On the job—ask for additional assignments, observe council meetings, etc. | |
|Technical Skills |The basics: | |
| |GFOA Blue book |Easy to read and understand |
| |CSMFO web site |Wealth of information, resources, email |
| |Additional technical information: | |
| |GASB subscription for new pronouncements | |
| |CSMFO Training programs: | |
| |Intermediate Accounting |New offering available soon |
| |GASB 34 training |Currently available |
| |Weekend Training – accounting, investment, debt management, budgeting, etc. |(typically 2nd weekend in November) |
| |Other Training: | |
| |GASB—fixed assets, internal audit & controls, performance measures | |
| |Debt | |
| |--basic source “Elected Officials Guide” | |
| |--GFOA (training in SF in April) | |
| |--Calif. Debt & Investment Advisory Commission (CDIAC) beginners and advanced course | |
| |Investments |good book for reference (916-653-3269) |
| |--CMTA | |
| |Fund accounting | |
| |--GFOA Accounting Issues and Practices | |
| |Certificate Program in Gov’t Accounting (UC Riverside—1 year) | |
| | |helpful for transition from private to public sector |
| |Additional Reference Sources: | |
| |Revenue Handbook (every source of revenue); also outside consultants for sales and property tax analysis|Available from League of CA Cities |
|Keeping Up |CSMFO Annual Seminar |February |
| |Financial Management Seminar (League) |December |
| |CSMFO Chapter Meetings | |
|Key Reports |Single Audit Report (March 31 or 30 days after auditors) |Some agencies ask for it earlier |
| |“Street Report” (October 1) | |
| |Other reports (e.g. disclosure statements on bonds and covenants, AB 2928, Supplemental law enforcement,|Check with CSMFO Chapter members for locally required reports |
| |CDBG, etc.) | |
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