Power of Fiscal Policies
Instructor: Bill Statler
Presented by Bill Statler, former Director of Finance & Information Technology for the City of San Luis Obispo, each of these half-day training programs will provide you with practical tools on how you can strengthen your agency’s financial condition and improve fiscal decision-making through the power of policies and long-term financial planning.
You can sign-up for this session “freestanding” basis: just the morning session on the Power of Fiscal Policies ($100); just the afternoon session on Long-Term Financial Planning ($100); or both sessions for $150.
Each Session is eligible for 4 hours of Continuing Education Credits.
Morning Session: 8:30 AM to Noon
The Power of Fiscal Policies
Good times come and go, but your values shouldn’t – which is what fiscal policies are all about. Setting clearly articulated fiscal policies builds a strong foundation for protecting your agency’s long-term fiscal health. As recent economic events have shown, no agency is immune to economic downturns. But agencies with clear fiscal policies in place with a tradition of following them have a significant strategic edge over those that don’t. Policies make tough decisions easier by providing guidance both when times are good by preventing problems to begin with, as well as when the inevitable tough times do arrive.Every agency is different, so when it comes to policies, “one size” is unlikely to fit all. This means there are no right answers, but there are “right questions.” This half-day session will discuss the key areas that fiscal policies should cover and approaches for approval and ongoing review. It will also provide sample policies and tips on getting started in preparing or updating fiscal policies.
In the event that a registrant is unable to attend the course in person, materials may be purchased. Please contact the CSMFO office for details.