Successful Inland Empire Chapter Luncheon Held in May!

The Inland Empire Chapter of CSMFO hosted their bi-monthly chapter meeting at the Riverside County Conference Center on May 18, 2023 with the esteemed Brent Mason of Eide Bailly LLP as the guest speaker. Despite a small amount of location confusion due to the new venue, this very well attended event was one for the books as Brent talked about “Effective Financial Management and Analysis for Finance Professionals”. In his presentation, Brent engagingly stepped through the busy, day to day life of today’s finance officer; highlighting issues such as having too few staff to get daily tasks done and lacking time to do much needed financial planning and analysis. Brent provided a common sense look at several of the financial management tasks that could help to manage fiscal operations more effectively. Providing insight into Interim Budget Reporting, Long-term Financial Reporting, Analyzing Revenue Mix and Sustainability, Evaluating Current Potential Future Liabilities, and Appropriate Cost Allocation and Cost Recovery spurred many questions from the crowd.

Not only did we have a knowledgeable speaker, great food, and great company, but we were also hosted by an excellent group of CSMFO volunteers. Special thanks to Tori Roberts, our Inland Empire Chapter Chair, and Veronica Bustillos, Daisy Banuelos, Charles De Simoni, Barbara Whitehorn, Jessica Brown, and Jennifer Ustation our Chapter Committee Members. And be sure to sign up for our next Chapter meeting at Dave & Buster’s in Ontario on July 20, where we’ll discuss Career Paths in Local Government and hear form Scott Ochoa, City Manager of Ontario, on “The Path to Executive Leadership- A City Manager’s Perspective on What it Takes to Climb the Ladder.” Register here before it fills up!

If you missed the meeting, but are interested in learning more about the topic, Brent has graciously made his PowerPoint slides available for all.