2023 CSMFO Annual Conference

A Note From Rich Lee, 2023 CSMFO President

Mark your calendars now for the 2023 CSMFO Annual Conference, which will be from January 31 through February 3, 2023. We will be at the newly renovated SAFE Credit Union Convention Center in Sacramento. The Host Committee is already working on shaping the conference experience, building upon our collective experience from previous conferences.

As President Elect, with the support of the Host Committee and CSMFO staff, I get to add a personal touch to the conference by incorporating ideas that I am passionate about. Early on, I’m considering the following themes:

Theme I: Support local charities

One of the issues that has been amplified over the past couple of years is how financially devastating the pandemic has been for those that are less fortunate. As local government finance professionals, we are in a position to help our neighbors, especially when the need is great, and that time is now.

Theme II: Go green

I am passionate about being Green and will be encouraging that CSMFO be Green in the design for this year’s conference in an effort to show our commitment to being environmentally conscious. My goal is to be able to redirect some of what would have been spent in paper and swag to local charities.

Theme III: Live in the moment

During the height of the pandemic, we were stuck all day behind computers and phones; at work and at home (and for most of us, the scenery didn’t change much between the two!). As a freelance musician and patron of the arts, one of my pet peeves is that with the return of live events, people are still spending a fair amount of time recording the events on their phones (and detracting the experience of those behind them). Didn’t we spend 18 months living behind our screens all day? Now that we have emerged from isolation, why would we want to experience life like that again?
There will be plenty of moments at the conference that will forge wonderful memories for each of us and I hope to incorporate my love for music into the week. So, resist the temptation to pick up your phone to record or livestream. Instead, enjoy the moment; be present; and remember how fortunate we all are to be in the same room with one another.

I’m honored to be your President Elect for 2023. My fellow CSMFO leaders and I will be working over the next 12 months to make the 2023 annual conference a great experience for our members.

Rich Lee, 2023 CSMFO President


Thank you to our 2022 Sponsors and Exhibitors

Diamond Sponsors

Sapphire Sponsors

Gold Sponsors

Silver Sponsors

AccuFund
Bartel & Associates
California Special Districts Alliance
Can/Am Teller Cashiering
Fiduciary Experts LLC
InfoSend, Inc.
Insight Investment
HCA Asset Management, LLC
Lexis/Nexis Payment Solutions
Munera Inc.
OneStream Software
PaymentWorks
QuotePro Kiosk
UMB Bank
Van Iwaarden Associates
Xpress Bill Pay

Non-Exhibiting Sponsors

B of A Securities
Blaylock Van, LLC
Cantor Fitzgerald
Eide Bailly, LLC
FHN Financial