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September 24, 2015 - training event

We are preparing for training sessions on the following topics. Please contact us if you are interested in attending. Also, please check back for time and location. 


  • How to prepare complex debt journal entries given various sources of information. 
  • ​Effectively preparing your EOC Finance Section for emergencies

  • Pitfalls in new banking RFPs and implementation

  • Preparing an efficient year-end closing calendar and making use of estimates when resources are scarce to close the books on time

  • Corporate credit/purchase card set-up, usage, and accountability

Topics:               (1) Corporate Purchase Card Set-up, Usage, and Accountability

​Location:           Los Robles Green Golf Course Thousand Oaks, CA

Group Name:   California Society of Municipal Finance Officers Chapter Meeting - Channel Counties Chapter

Time:                 11:45am - 1:30pm

Topics:               (1) Year End Planning and Preparation; (2) Corporate Purchase Card Set-up, Usage, and Accountability

​Location:           City of Patterson, CA

Group Name:   California Society of Municipal Finance Officers Chapter Meeting - Central Valley

Time:                 11:30am - 1:30pm

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July 16, 2015 - training event

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