Municipal Finance Institute
December 11-12, 2024
The Meritage
875 Bordeaux Way, Napa, CA
Designed for city officials and staff involved in fiscal planning for municipalities, the Municipal Finance Institute connects finance directors and other municipal finance professionals with the essential information they need for their job.
Finance Directors with a CPA Can Earn Continuing Professional Education (CPE)
Finance professionals who hold a license as a California certified public accountant (CPA) through the California Board of Accountancy will be eligible
to earn Continuing Professional Education credits during the institute.
For registration questions, please contact Registrar, Megan Dunn.
For sponsorship questions, please contact Associate Manager, Exposition Sales and Event Sponsors, Amy Wade.
For additional questions, please contact Associate Manager, Event Program, Erin Wylder.
Please see our event and meeting policies.
Institute Information
Click here to view the 2023 Municipal Finance Institute program.
2023 Institute Session Materials
- Are we facing a recession
- Cal Cities Sales Tax Working Group
- CALPERS Pension Update
- How the Finance Department Can be Effective in Negotiations - Charbonneau
- Optimizing City Services
- 2024 Playbook for Developments in Municipal Finance Law and Policy
- So, You Want to Issue Bonds
- Unlocking Potential - Mastering Investment Planning
- Unlocking Potential
Previous Institute Session Materials
- 2023 Playbook for Developments in Municipal Finance Law and Policy
- Addressing Pension Liability Without POBs City of Upland's BLAST Strategy - Morales
- California State and Local Economic Update - Egan
- California State and Local Economic Update - Mitra
- California State and Local Economic Update - Vesley
- Case Study - Public-Private Cybersecurity Partnerships are the New Normal - Coopwood
- Creative Budget Management Tips - Lai
- Creative Budget Management Tips - McMann
- Peer Advice Panel
- Vital Information When Considering a Transaction and Use Tax (TUT) - Young
- Being an Ally to Create an Inclusive Workplace in Finance
- Can Finance and Economic Development Work Together After COVID-19
- FLSA Hot Topics & Legal Updates
- Law and Elections Update
- Legislative & State Budget Update
- Negotiating Retirement and Health Benefits in Tough Economic Times
- Observations from Economists - Coleman
- Observations from Local State and National Economists - Chu
- Pensions, the Coronavirus, and The CA Supreme Court
- Sales Tax Update for Cities
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