Special District Finance Seminar
Special District Finance Seminar
September 9-10, 2010 - San Francisco, CA
Today’s policy makers and managers face serious challenges in managing public finance. The current decade has seen the near-collapse of well-regarded public agencies due to questionable financial actions. In today’s environment of increasing costs, costly facilities, and complex regulations, Board Members and Financial Managers must ask the right financial questions and obtain the right answers to guide them in making critical financial decisions.
Special District Finance covers financial matters specific to special districts and local government agencies. This seminar is one of three needed to qualify for the Special District Leadership and Management Certificate awarded by the Special District Institute. To view Brochure for this event, please view attached link which is in acrobat format: brochure.pdf
Thursday, September 9, 2010 Topics include:
Glenn Reiter, Glenn M. Reiter & Associates
- Defining the elements of a financial plan
Structuring the plan to accommodate unforeseen circumstances Benefits of financial planning Why financial planning is not an option but a must-do Financial modeling as a tool
Kamil Azoury, Goleta Sanitary District
- Financial oversight requires measurement and milestones
- Determining cost trends to measure financial health
- Tracking department costs to improve cost control
- How to make operations more cost effective
Successful
Budget Formats - Getting the Most out of Budgets
Valerie Pryor, Castaic Lake Water Agency
- How to assure that the budget reflects the agency's mission
- Tips for including stakeholders in the budget process
- Guide to developing all elements of a complete budget
- Review samples of understandable budgets
Communicating
Your Budget Successfully
Martin Rauch, Rauch Communication Consultants
- Avoid the numbers trap - make your budget an effective planning tool
- Budget techniques that build support for your agency's finances
- Clearly communicating your budget message
Understanding
the Legal Requirements of Finance
Janet Morningstar, a Law Corporation
- Procedures for adopting various types of fees, charges and assessments
5:30
- 7:00 P.M. WINE TASTING RECEPTION at the Historic Old Ferry Building
Sponsored by Stone & Youngberg and Glenn M. Reiter & Associates
Friday, September 10, 2010 Topics include:
Raising
Revenue: Setting Rates, Charges, Fees and Assessments
Glenn Reiter, Glenn M. Reiter & Associates
- Keys to establishing the necessary funding to provide the desired level of service
- Setting rates in today's litigious climate
- Developing rates that the public will perceive as fair and equitable
Raising
Revenue (Without Being Lynched)
Martin Rauch, Rauch Communication Consultants
- Gaining support for your rates, bonds and charges
- How to talk money and succeed
- Effective public outreach techniques
- Examples from successful programs
- Apply your knowledge with a practical exercise
Understanding
and Using Your District's Audit Effectively
Mike Zizzi, Leaf and Cole, LLC
- How well is your organization's money managed?
Meaningful tools to help judge the performance of your management team Understand the importance and value of the audit process Highlights of the GASB requirements
Cash
and Cost Accounting
Eric Hayden, CPA
Financing
Capital Projects and Making The "Big Money" Decisions
James Cervantes, Stone and Youngberg
- Legal provisions that allow agencies to incur debt
Hands-on
Financing Workshop
James Cervantes, Stone and Youngberg
- Group involvement in project financing case studies
P.O. Box 2317, Vista, CA 92085 USA
800-457-0237 * 760-643-1760 * 760-643-1761 (fax)
www.sdbmi.com * spcdistint@aol.com