2025 Municipal Finance Institute


The Renaissance Palm Springs Hotel, Palm Springs, CA   Visit Website
Wednesday, December 10, 2025 - Thursday, December 11, 2025   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. We hope to see you for the 2025 Municipal Finance Institute in Palm Springs!

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 seminar, please review Cal Cities' event and meeting policies.

Finance Directors with a CPA Can Earn Continuing Professional Education (CPE)
Finance professionals licensed as California Certified Public Accountants (CPAs) through the California Board of Accountancy are eligible to earn Continuing Professional Education (CPE) credits during the institute.

In advance of the institute, please review Cal Cities' 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 Wednesday lunch and evening networking reception, and Thursday breakfast.
Pre-registration deadline

Online registration ends Wednesday, Dec. 3. 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.

Full Conference Registration Fees
Online registration ends Wednesday, Dec. 3. 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 Nov. 5. 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. 18, 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. 18.

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.

Renaissance Palm Springs
888 E Tahquitz Canyon Way
Palm Springs, CA 92262

Group Hotel Rate(per night): $159 (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.

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 Renaissance Palm Springs for $25 a day (subject to change).

Nearby airports:

Palm Springs Airport: 2 miles
Ontario Airport: 70 miles

Program
Schedule at a Glance
(Schedule is subject to change.)
Wednesday, Dec. 10
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.Opening Educational Session
10:15 - 10:45 a.m.Elite Sponsor Break
10:45 a.m. - 12:00 p.m.Educational Session
12:00 - 1:00 p.m.Networking Lunch
1:15 - 2:15 p.m.Educational Session
2:30 - 3:45 p.m.Educational Session
4:00 - 5:00 p.m.Keynote Speaker
5:00 - 6:00 p.m.Joint Networking Reception with Fire Chiefs
Thursday, Dec. 11
8:00 - 11:30 a.m.Registration open
8:00 - 9:00 a.m.Networking Breakfast
8:30 - 9:30 a.m.Networking Breakfast Roundtables
9:30 - 10:45 a.m.Educational Session
11:00 a.m. - 12:15 p.m.Closing Educational Session
Wednesday
8:00 a.m. - 5:30 p.m.Registration Open
 
8:00 a.m. - 5:30 p.m.Visit with Sponsors
 
8:00 - 9:00 a.m.Networking Breakfast
 
9:00 - 10:15 a.m.2025 Playbook for Developments in Municipal Finance Law and Policyshow details

Stay up to date on 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.

Speakers: Michael Colantuono, Managing Shareholder, Colantuono, Highsmith & Whatley, PC | Caroline Grinder, Legislative Advocate, League of California Cities | Ben Triffo, Legislative Advocate, League of California Cities

10:15 - 10:45 a.m.Elite Sponsor Break
 
10:45 a.m. – 12:00 p.m.Incident Response and Crisis Management for Fiscal Officersshow details

Do you know what to do if your city experiences a cybersecurity incident? Join this dynamic session to learn how to develop and test a municipal cyber incident response plan before you need one. Hear from expert panelists on lessons learned from real-world breaches, and learn how to coordinate with state and federal agencies during cyber incidents. Leave this session with the confidence to respond to real incidents with speed and efficiency.

Moderator: Scott Pettingell, Assistant Finance Director, Roseville

Speakers: Mohammad Ahmed, CEO, Infinity Technologies | Jessica Alcaraz, Deputy Director of Administrative Services, Pico Rivera | Yu Chao, Cyber Incident Responder, California Cybersecurity Intergration Center | Angelina Graves, Assistant City Manager, Pico Rivera

12:00 – 1:00 p.m.Lunch
 
1:15 - 2:15 p.m.CalPERS Asset Liability Management and Experience Studyshow details

The California Public Employees' Retirement System (CalPERS) continues to shape the financial landscape for California cities, not only through its Asset Liability Management process, but also through its response to federal and state finance policies. CalPERS leadership will go beyond the basics to outline the market and policy forces informing the strategic decisions to move to a Total Portfolio Approach, as well as providing an update on 2025 CalPERS experience study and a review of actuarial assumptions. With experienced city financial officers in mind, this discussion will provide the insights you need to position your city as a proactive partner with CalPERS.

Moderator: Brian Mohan, City Manager, Moreno Valley

Facilitator: Johnnie Pina, Legislative Representative, League of California Cities

Speakers: Fritzie Archuleta, Deputy Chief Actuary, CalPERS | Danny Brown, Chief of Legislative Affairs Division, CalPERS | Michele Nix, Chief Financial Officer, CalPERS

2:30 – 3:45 p.m.Embracing AI: Technology to Help You Leave the Office on Timeshow details

Roughly 29% of public agencies use AI, but how do you know if you’re using it to its full potential? In this session, we will explore AI and the immediate ways you can implement it to support accounting and finance tasks. Leave understanding how AI can help you allocate more time towards strategic planning, spot the difference between different AI models, and new ideas about how you should use AI now to save you time.

Moderator: Daniel Choe, Deputy Director of Administrative Services, Rocklin

4:00 – 5:00 p.m.Reactive to Resilient: A New Playbook for Municipal Finance Leadersshow details

As a finance professional, you are constantly asked to predict the future. But what happens when the future refuses to cooperate? Volatile revenues, unfunded mandates, and shifting economic conditions can derail even the most carefully crafted budget to a crumbling heap.. This session will explore the cognitive biases and ingrained habits that cause leaders to cling to outdated financial models or reject innovative ideas, and will outline the 3C Framework (Catch On, Consider Data, Create Solutions), to counter those tendencies. Leave with practical tools to make decisions under pressure., to find novel solutions to ongoing challenges, protect your team from burnout, and cultivate a culture of "creative resilience" that allows your city to not just survive, but thrive in any circumstance.

Keynote Speaker: Dr. Caroline Brookfield

5:00 – 6:00 p.m.Networking Reception with Fire Chiefsshow details

Make new friends and catch up with old ones while enjoying delicious appetizers and tasty no host beverages during the evening networking reception. This joint reception is open to attendees from the Fire Chiefs Leadership Seminar and Municipal Finance Institute. It’s the perfect opportunity to form support networks inside and outside your profession.

Thursday
8:00 - 11:30 a.m.Registration Open
 
8:00 - 8:30 a.m.Breakfast
 
8:30 – 9:30 a.m.Listserv Live Roundtablesshow details

New this year, join our interactive breakfast “Listserv Live”. Ask questions, hear how your peers deal with the issues you are facing, and meet colleagues face-to-face. Find all the support you can get on the Fiscal Officers Listserv, with the added bonus of putting faces to email addresses.

Moderator: Brain Mohan, City Manager, Moreno Valley

9:30 - 10:45 a.m.Grow Your Budget with Economic Development Finance Toolsshow details

With budgets regularly being tightened, economic development financing can help by strategically financing projects that will grow the tax base. There are many economic development tools that communities can leverage to balance the needs of their residents, businesses, and municipalities. This session will discuss tax increment financing, bond programs, and district formation as well as other tools that can help your city thrive and grow its resource pool. Speakers will give attendees examples of how to partner with private resources and layer these programs to successfully finance their community’s future.

Facilitator: Gurbax Sahota, President & CEO, California Association for Local Economic Development

Speakers: PJ Gagajena, City Manager, Moorpark | Scott Wagner, Deputy Director of Finance, Santa Rosa | Leni Zarate, Vice President, DTA

11:00 a.m. - 12:15 p.m.How to Improve Your City’s Credit Ratingshow details

As public agencies look to banks or capital markets to borrow funds, the credit of their agency dictates the interest rate. Establishing a strong credit profile takes years of careful planning, adopting sound financial policies, and preparing for the day when project financing becomes necessary. Join our expert panel as they discuss ways to get ahead of the curve and set your city up for success.

Moderator: Brian Mohan, City Manager, Moreno Valley

Speakers: Ryan Cornell, Administrative Services Director, Paso Robles | Craig Hill, Managing Principal, NHA Advisors, LLC

Thank you to our Sponsors!