2018 CSMFO Annual Conference

Preconference Training Sessions***

Additional registration is required to attend these events.
Tue, 7 Feb 2017
9:30 am - 4:00 pm

Preconference Training Sessions***

Note: If you have already registered for the conference and would like to add on a preconference session you can do so by clicking on the registration link below. Preconference registration is open to all members of CSMFO, even if you are not attending the conference. All preconference attendees must register in advance; no registrations will be taken the day of sessions. Rate: $150 each session (may only attend one).

Preconference Sessions Registration

SESSION A: Fundamentals of Municipal Revenues: Fees, Rates, Charges, and Land-Based Financing Tools

Includes materials and lunch.
9:30 am – 4:00 pm

This FUNdamental revenue session, held for the first time as a preconference at the annual CSMFO conference, will provide participants with a complete review of many significant municipal revenue sources other than typical local property and sales taxes.

The session will put such revenue sources in context within the overall municipal revenue picture, discuss various policy objectives, and provide an overview and discussion of these revenue sources. Specifically, this course will review Community Facilities Districts/CFDs, Benefit Assessments, Utility Rates, General Government Fees, Development Impact Fees, and Economic Development tools. This interactive session will also include exercises to help participants understand the complexities of these revenue tools.

This is the second part of a two-part series designed to cover the fundamentals of all municipal revenues. Part one, which covered property, sales and use taxes, and other local taxes, will be presented again later in the year as a stand-alone class session. Participants do not need to have taken the first course in order to attend this session.


  • Michael Coleman, Special Consultant to CSMFO
  • Tim Seufert, Managing Director, NBS

Session Type: Budget & Financial Planning

SESSION B: What Every Finance Professional Should Know About Large Complex Technology Implementations

Includes materials and lunch.
9:30 am – 4:00 pm

Many elected officials cringe when the technology leaders step up and ask for large project/program funding. Questions get thrown around like, how can this cost so much? Or, can’t we just get some college kids to write this stuff for free? No matter what size government you are or how much financial expertise you have, these large complex technology projects strike fear in the organization. It seems that as soon as we finish one large installation we are back at it again before we know it. This pre-conference session will focus on what Finance Officers must know to implement successful large complex technology systems. The session will discuss large projects like GIS, ERP, Enterprise Asset Management (EAM), and Land Management Systems (LMS). Next, a discussion of the business needs and issues will be followed by a technical needs discussion. Finally, the entire day will be wrapped up with an overview of the entire large project vetting process. Finance Officers who are currently undergoing this process or will be in the future, should attend to gain as much knowledge and advice as possible.


  • Phil Bertolini, CIO/Deputy County Executive, Oakland County, Michigan
  • Terry Hackelman, Managing Principal, NexLevel

Session Type: Innovation & IT