2026 Municipal Finance Institute


Monterey Plaza Hotel, Monterey, CA  
Thursday, December 10, 2026 - Friday, December 11, 2026   iCalendar Pacific Standard Time

Designed for city officials and staff involved in fiscal planning for municipalities, the Municipal Finance Institute connects finance directors and other municipal finance professionals with the essential information they need. This is an opportunity for finance officers to learn from and network with each other, providing invaluable support.

Finance Directors with a CPA Can Earn Continuing Professional Education (CPE)
Finance professionals who hold a license as a California certified public accountant (CPA) through the California Board of Accountancy will be eligible to earn Continuing Professional Education credits during the institute.

Sponsorship opportunities are available.  For questions, please contact Exposition Sales and Event Sponsorship Manager Amy Wade.

For registration questions, please contact Registrar, Megan Dunn.

For program questions, please contact Event Program Manager Erin Wylder.

In advance of the institute, please see event and meeting policies.

Explore Previous Conferences

Registration Information

Capacity is limited, and registration is subject to sell out prior to the deadline. Register early!

Full registration includes
  • Admission to all educational sessions
  • Admission to the Thursday breakfast, lunch and evening networking reception, and Friday breakfast.
Pre-registration deadline

Online registration ends Wednesday, Dec. 2. After this date, please register on-site if space allows.

Registration Process:

Register online through your MyCalCities account. If you have not yet used your MyCalCities account, please review details about the portal and contact us with questions.

If you are registering someone other than yourself, first sign in as yourself and then choose the option to register someone else.

NOTE: A credit card is required for registration through MyCalCities. If you need to pay with a check, create your account and then reach out to Megan Dunn to request a mail-in registration form. Full payment is due at the time of registration.

To request an accommodation or for inquiries about accessibility, please contact Megan Dunn. Every effort will be made to honor requests submitted. Regarding hotel ADA requests, Cal Cities does not have control over specific room assignments or how rooms are set up. All specific needs should be addressed directly with the hotel.

Full Conference Registration Fees
Online registration ends Wednesday, Dec. 2. After this date, please register onsite if space allows.
Member-City Officials and Staff$ 500
Non-member City Officials and Staff$1,500
All Others$ 770
Guest/Spouse Reception Pass*$ 50
*The guest/spouse fee is restricted to persons who are not city or public officials, are not related to any Cal Cities Partner or sponsor, and would have no professional reason to attend the conference. It includes admission to the networking reception only. There is no refund for the cancellation of a guest/spouse registration. It is not advisable to use city funds to register a guest/spouse. If you believe you are eligible for a guest/spouse pass, please contact Megan Dunn.

Refund Policy

Advance registrants unable to attend will receive a refund of the rate paid, minus a $75 processing charge, only when a written request is submitted to Megan Dunn, and received on or before Dec. 2. Refunds will not be available after this date. If you are unable to attend, you may substitute a colleague for your entire registration.

Hotel and Travel

A limited number of discounted hotel rooms are available for registered seminar attendees. Reserve by Tuesday, Nov. 17, or before rooms sell out.

STEP ONE:

Register via your MyCalCities account. 
Instructions on how to access your account can be found at here.

You must be registered for the conference prior to booking a hotel room. Your city/company may be financially responsible for all cancellation/attrition fees after Tuesday, Nov. 17.

STEP TWO:

After registering, you’ll receive a confirmation email with a link to access the group rate in the official Cal Cities hotel block.

The Monterey Plaza Hotel 
400 Cannery Row 
Monterey, CA 93940

Group Hotel Rate (per night): $229 (plus tax and fees)

PLEASE NOTE: Information provided when registering or reserving your hotel room for the conference may be shared between Cal Cities and the hotel(s). This information will be limited to your first and last name, email, and the dates of your stay at the hotel.

Important Scam Notice: Cal Cities does not use a housing service. Only trust emails from @calcities.org or the official hotel.

Parking and Transportation

Discounted parking is available to attendees staying overnight at the Monterey Plaza Hotel for $25 a night (subject to change). 24 hour in and out privileges are included.

Nearby airports:

Monterey Airport: 5 miles 
San Jose Airport: 75 miles

Program
Thursday
8:00 a.m. - 5:30 p.m.Registration Open
 
8:00 a.m. - 5:30 p.m.Premium Sponsor Tables Open
 
8:00 - 9:00 a.m.Networking Breakfast
 
9:00 - 10:15 a.m.2026 Playbook for Developments in Municipal Finance Law and Policyshow details

Hear the latest major developments for California city revenues. Learn about new laws, legal developments, risks and opportunities, and federal actions that will impact your agency's finances.

Introductory Remarks:

Speakers: Michael Coleman, Fiscal Policy Advisor, CaliforniaCityFinance.com | Michael Colantuono, Shareholder / Treasurer, Colantuono, Highsmith & Whatley, PC | Ben Triffo, Legislative Advocate, League of California Cities

10:15 - 10:45 a.m.Sponsor Break
 
10:45 a.m. – 12:00 p.m.Understanding CalPERS Today: Funding, Markets, and Long-Term Planningshow details

CalPERS will provide an in-depth look at its current financial state, including the Total Portfolio Approach and how it differs from the historical strategic asset allocation. The session will also discuss the latest developments in pension funding and emerging trends affecting public retirement systems, along with recent changes in assumptions and market conditions that influence funding outcomes. In addition, it will offer practical tools and approaches for evaluating pension plan health and tracking funding progress.

Moderator: Johnnie Pina, Legislative Advocate, League of California Cities

Speakers: Fritzie Dorais, Deputy Chief Actuary, CalPERS | Michele Nix, Chief Financial Officer, CalPERS

12:00 – 1:00 p.m.Networking Lunch
 
1:15 - 2:15 p.m.Demystifying the FED: What Every Public Finance Professional Should Knowshow details

The Federal Reserve seems to influence everything from interest rates to headlines, but why should local agencies pay attention? Explore the origins of the Federal Reserve System, and how its structure plays a role in steering the U.S. economy. Whether you're new to public finance or a seasoned pro, this session will help you better interpret the FED’s actions and how they impact your agency’s financial strategy.

2:30 – 3:45 p.m.Beyond the Budget: How Finance Leaders Become Strategic Partners in Local Governmentshow details

The modern municipal finance leader serves a role far beyond budgeting and accounting. Agencies rely on finance professionals to navigate organizational strategy, human resources, labor relations, emergency operations, and so much more. Finance leaders can act as strategic partners within their organizations by leveraging financial expertise, operational understanding, and cross-functional collaboration to build stronger partnerships with executive leadership, elected officials, and operational departments while strengthening organizational performance.

Speakers: Talika Johnson, Director of Administrative Services, Azusa | Christina Turner, City Manager, Morgan Hill

4:00 – 5:00 p.m.How to Strengthen Fiscal Capacity Without Raising Taxesshow details

In the face of rising service demands, aging infrastructure, and increasing pressure on the general fund, finance leaders are being asked to do more than ever … without increasing taxes. This session provides a practical, finance-centered approach to strengthening fiscal capacity through three proven strategies: cost reduction through infrastructure modernization, yield optimization through enhanced treasury management, and revenue growth through economic activation. Grounded in real-world examples and practitioner experience, this session is designed to help finance officers and executive leaders evaluate, implement, and sustain non-tax revenue strategies.

5:00 – 6:00 p.m.Networking Receptionshow details

Catch up with colleagues while enjoying appetizers and no-host beverages during the evening networking reception.

Friday
8:00 - 11:30 a.m.Registration Open
 
8:00 - 11:30 a.m.Visit with Sponsors
 
8:00 - 9:00 a.m.Networking Breakfast
 
9:00 – 10:15 a.m.California Economic Updateshow details

For 60 years, UCLA Anderson Forecast has provided forecasts for economies across the country and is one of the most accurate, widely followed, and frequently cited in California. We are excited to announce that Dr. Jerry Nickelsburg, faculty director of the UCLA Anderson Forecast and renowned expert in economics, will share an economic update, specific to California.

10:30 a.m. - 12:00 p.m.Lost in Translation: Why Departments Need To Speak The Same Payroll Languageshow details

Human resources negotiate and interpret compensation language. Finance turns that language into paychecks. When those two functions do not communicate, the agency may be applying one interpretation on paper and another in payroll. This session will help public sector finance and payroll professionals communicate more effectively with human resources about compensation language, payroll implementation, and compliance risk. Using common examples, this training will focus on breaking barriers and destroying silos that prevent human resources and finance from communicating and implementing effectively. Attendees will learn how to “speak HR,” what questions to ask before implementing pay provisions, how to spot hidden payroll risks, and when to bring human resources, finance, payroll, labor negotiators, and legal counsel into the conversation.

Speaker: Michael Youril, Partner, Liebert Cassidy Whitmore