William C. Statler ๏ 124 Cerro Romauldo Avenue San Luis Obispo CA 93405 US ๏  805.544.5838 ๏ bstatler@pacbell.net


๏  Trainer

The following resources are on-line: just click the link.

Professional Organizations

๏   Government Finance Officers Association of the United States and Canada

๏   California Society of Municipal Finance Officers (CSMFO)

๏   Institute for Local Government (ILG)

๏   Governmental Accounting Standards Board (GASB)

๏   International City/County Management Association (ICMA)

๏   League of California Cities

๏   California Local Government Finance Almanac

๏   California Municipal Treasurers Association (CMTA)

๏   California Association for Local Economic Development

State of California

๏   Legislative Analyst’s Office

๏   California Debt and Investments Advisory Commission (CDIAC)

๏   Local Agency Investment Fund (LAIF)

๏   Department of Finance

๏   Department of Tax and Fee Administration 

๏   State Board of Equalization

๏   State Franchise Tax Board

๏   State Controller’s Office

๏   California Public Employees Retirement System (CalPERS)

๏   State Government Code 

Publications and Reports 

From the GFOA

๏   Best Practices

๏   Recovery from Financial Distress and Fiscal First Aid

๏   Financial Foundations for Thriving Communities

From the National Advisory Council on State and Local Budgeting


๏   Best Budget Practices in Public Budgeting 

From the CSMFO

๏    Resource Matrix for Municipal Finance Professionals 

From the Institute for Local Government

๏   Financial Management for Elected Officials

๏   Understanding the Basics of County and City Revenues

๏   A Local Officials Guide to Public Engagement in  Budgeting

๏   Building a Healthy Foundation Through Revenue Diversification 

From the California Committee on Municipal Accounting (CCMA)

๏   “White Papers” on Accounting Principles in California 

From the League of California Cities, Western City Magazine

๏   Municipal Fiscal-Health Contingency Planning

๏   Getting the Most Out of Your City's Current Resources 


๏   California Debt Issuance Primer Handbook

๏   Local Agency Investment Guidelines

๏   OPEBs and GASB 45: A Question and Answer Guide 

From the State Controller’s Office

๏   Local Government Annual Financial Reports

From Credit Rating Agencies

๏   Fitch Management Practices

๏   Standard & Poors Management Practices

From the City of San Luis Obispo

๏    Five-Year General Fund Fiscal Forecast: 2009-14

๏    General Fiscal Outlook: 2009-11

๏    Five-Year General Fund Fiscal Forecast: 2007-12

๏    Financial Management Manual: 2010

๏    2009-11 Financial Plan and 2008-09 Budget

๏    2009-13 Capital Improvement Plan

๏    2009-11 Budget Instructions

๏    2023-25 User Fee Policy Excerpt 

"White Papers"

๏    City of San Luis Obispo's Multi-Year Budgeting Experience
๏    Integrating Council Goal-Setting into the Budget Process

๏    Setting Reserve Levels

๏    Internal Service Funds

From CSMFO Policy and Long-Term Financial Planning Training

๏   Presentation: The Power of Fiscal Policies

๏    Hand-Out Attachments

      -   Fitch Ratings: Impact of Management Practices on Municipal Credit

      -   Standard & Poor’s: Top Ten Management Characteristics of

       -  Highly Rated Credits in U.S. Public Finance

       -  Monitoring Fiscal Performance (2010)

       -  Year Department Expenditure Reports (2010) 

       -  City of San Luis Obispo Budget and Fiscal Policies (2010)

       -  City of Bell Budget and Fiscal Policies (2012)

       -  Setting Reserves “White Paper”

๏    Presentation: Long-Term Financial Planning   

From CSMFO Weekend Training


๏    Presentation: Financial Analysis & Reporting

๏    Presentation: Long-Term Financial Planning

From CSMFO Annual Conferences

​๏    Making Effective Presentations: Telling Your Fiscal Story
๏    Effective Project Management
๏    Closing Your Budget Gap

From CSMFO Chapter Training

๏    East Bay Chapter: Strategies for Strengthening Organizational Effectiveness
๏    Monterey Bay Chapter: To Bell and Back
๏    Channel Counties Chapter: Interim Financial Reporting

CSMFO Certificate Program  

๏    CSMFO-Statler Agreement, Phase 1 Services

​๏    Phase 1A Assessment Report (September 26, 2019)

๏    Working Group Report: Phase 1B Remaining Issues (November 3, 2019)

​๏    Working Group Report: Phase 1B Follow-Up (November 13, 2019)

๏    Working Group Report: Phase 1B Key Remaining Issues (December 18, 2019)

​๏    Working Group Teleconference Outcome (January 8, 2020) 

๏    Phase 1B Assessment Report (January 20, 2020)