Experience

ON-LINE RESOURCES

๏  Trainer


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


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


Professional Organizations


๏   Government Finance Officers Association of the United States and Canada
     (GFOA)


๏   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


๏   State Legislative Analyst’s Office


๏   California Debt and Investments Advisory Commission (CDIAC)


๏   Local Agency Investment Fund (LAIF)


๏   State Department of Finance


๏   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 and Advisories


๏   Recovery from Financial Distress and Fiscal First Aid 


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


From CDIAC


๏   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


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 State Bar of California


๏  Disciplinary Proceedings Cost Recovery