2019 CSMFO Annual Conference

Conference Schedule

Preliminary Schedule

Please note that the information provided is subject to change.
*Qualifies for CPE Credits.
Day 1
Tue, 20 Feb 2018

Golf Tournament

Separate registration required. The Annual CSMFO Golf Tournament will be held at the Victoria Club, a premiere private club located in the center of the City of Riverside. The club...
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Bank of the West 7th Annual Tennis Mixer

Separate registration required.
Day 2
Wed, 21 Feb 2018

CalPERS Actuarial Meetings

This event requires additional registration.

Concurrent Sessions*

  • Economic Update with Jim Glassman
  • Surviving a CalPERS Audit
  • Succeeding Through and With CSMFO
  • Capital Asset Headaches: Common Deficiencies and How to Avoid Them
  • The Future of IT and Smart Cities
  • Common Water and Wastewater Rate Study Challenges
  • Federal and State Legislative and Regulatory Update

Headshot Station

With social media sites like LinkedIn and Facebook being popular ways people network and connect, having a great photo of yourself is critical.  Stop by the Headshot Station between these...
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Concurrent Sessions*

  • The Coleman Report
  • Actuarial Information/Valuations 101
  • GASB 75 Case Study: San Diego County Water Authority
  • Risk Management: What Finance Professionals Need to Know
  • Cannabis Regulatory and Tax Compliance in California
  • Getting the Most out of Your ERP System Implementation
  • Using Teams to Make Better Decisions and Build Trust Along the Way

Concurrent Sessions*

  • Important Developments and Trends Affecting Public Sector Pensions, OPEB, and Other Benefits
  • Déjà vu All Over Again – Budget Stress
  • Telling Your Fiscal Story: Making Effective Presentations
  • Avoiding the Pitfalls: Common Financial Reporting Deficiencies and the Latest GASB Implementation Guidance
  • Are you Managing Risks and Monitoring your City’s Finances?
  • Clearing the Clouds – Important Considerations
  • Telling Your Story – From Resume to Interview to Results

Reception – 1st Time Conference Attendees

Are you a first-time attendee at this conference? Not sure what to do after the sessions are over on the first day of the conference, Wednesday, Feb 21? Come to...
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CSMFO Allies: Vendor Reception

Be sure to join us for a complimentary cocktail and some appetizers while you conduct recon throughout this year’s Exhibit Hall. Reconnect with existing allies and make new contacts in...
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Day 3
Thu, 22 Feb 2018

Headshot Station

With social media sites like LinkedIn and Facebook being popular ways people network and connect, having a great photo of yourself is critical.  Stop by the Headshot Station between these...
Read More

Concurrent Sessions*

  • Engage and Energize Your Team Today by Focusing on People, Process, and Productivity
  • Actuarial Information/Valuations 101 (REPEAT)
  • Debt 101: Fundamentals of Debt Issuance
  • Informed Decision-Making Through Revenue Analysis
  • Cannabis – Is it a Solution to your General Fund Deficit?
  • Integrated Point Solutions: The Key to Leveraging your ERP?
  • GASB Update – OPEB and So Much More

CalPERS Actuarial Meetings

This event requires additional registration.

Concurrent Sessions*

  • The Coleman Report (REPEAT)
  • Mentoring and Active Succession Planning in Practice
  • District 9! Risk and Compliance in Special Districts
  • Better Matchmaking: RFPs for Financial Advisors and Underwriters
  • Rumor Has It: Successfully Engaging Residents and Building Trust
  • The Art of Public Speaking for Government Officials: Can you Hear Me Now? (PART 1 OF A 2-PART SESSION)
  • GASB Update – What will the Future Hold?

Concurrent Sessions*

  • Fraud: A Story of Embezzlement, Response, and Resilience
  • Investment Policy: A Real Necessity
  • The Seven Deadly Sins: Control over Cash Collections
  • Differences of Opinion
  • In 115 We Trust
  • The Art of Public Speaking for Government Officials: Can you Hear Me Now? (PART 2 OF A 2-PART SESSION)
  • CalPERS Health Update

Concurrent Sessions*

  • The Leadership Checklist: 20 Actions You can take to Maximize Your Leadership Effectiveness and Success
  • Déjà Vu All Over Again! GASB Revisits the Financial Reporting Model
  • Don’t Wait: Planning for the Long-Term in Your Annual Budget
  • Public Finance Tools to Fund Infrastructure
  • How to Effectively Benchmark an Investment Portfolio
  • Cyber Security and Fraud Protection – Securing Your Organization
  • GASB 75 and the Bargaining Process

Concurrent Sessions*

  • The Raging Storm: Funding Storm Water Needs in California
  • Speed Coaching – Find the Answers You Need
  • Business Continuity – Stay Connected When Disaster Strikes
  • Sales Tax Life-Support in a Changing Economic Environment
  • The Ins and Outs: Multiple Investment Options
  • Who is balancing the Balance Sheet?

Operation: Explore Mission Inn

Your mission, should you choose to accept it, is to join your CSMFO brethren Thursday night from 6:00 pm to midnight as we take over the historic Mission Inn for...
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Day 4
Fri, 23 Feb 2018

Breakfast, General Session & Keynote Speaker*

Make sure to stay for the Exhibit Hall Game Prize Drawings!
Chris Thornberg, PhD

CalPERS Actuarial Meetings

This event requires additional registration.

Concurrent Sessions*

  • CalPERS Leadership Update – The Path to a Sound and Sustainable Pension System
  • How do you put a Price on the Cost of Wasting Water?
  • Transaction and Use Taxes – From Ballot to Coffers and Beyond
  • Bean Bag Chairs and Budgeting
  • Debt Disclosure Policies, Practices, and (Potential) Pitfalls