๏ Trainer
Experience
William C. Statler ๏ 124 Cerro Romauldo Avenue San Luis Obispo CA 93405 US ๏ 805.544.5838 ๏ bstatler@pacbell.net
ON-LINE RESOURCES
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)
๏ 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 Tax and Fee Administration
๏ State Franchise Tax Board
๏ California Public Employees Retirement System (CalPERS)
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
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
๏ Financial Management Manual: 2010
๏ 2009-11 Financial Plan and 2008-09 Budget
๏ 2009-13 Capital Improvement Plan
๏ 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
From CSMFO Policy and Long-Term Financial Planning Training
๏ Presentation: The Power of Fiscal Policies
- 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)