SB 827 Fiscal and Financial Management Training
SB 827 Fiscal & Financial Management Training
New! Registration is now open for the September 21, 2026 live webinar. Space is limited. Register today to reserve your spot.
The CSAC Institute’s SB 827 Fiscal & Financial Management Training is designed to help local elected and appointed officials, as well as designated employees, meet the requirements of California’s state-mandated fiscal training law while strengthening financial stewardship and governance.
Now Accepting Registrations
Live Virtual Webinar
- Date: Monday, September 21, 2026
- Time: 9:00 a.m. – 11:00 a.m.
Register Today >> Register for SB 827
Registration Questions?
If you have any questions about the course or experience any difficulties registering, please contact Salote at csacinstitute@counties.org. We’re happy to help.
About the Training
Senate Bill 827 (SB 827), codified in Government Code §53238, requires specified elected officials, appointed officials, and designated employees who have authority over, or provide recommendations related to public finances to complete fiscal and financial management training.
To support California counties and other public agencies in meeting these requirements, the CSAC Institute is offering SB 827 Fiscal and Financial Management Training. This course provides a practical overview of public agency fiscal management and governance responsibilities.
Training Format and Compliance
The CSAC Institute is committed to helping California counties and local agency officials meet the requirements of SB 827 while strengthening fiscal stewardship and financial leadership across government.
Following the successful launch of our inaugural SB 827 Fiscal & Financial Management Training webinars in May, we are currently planning additional training opportunities, including:
- Future live virtual training sessions
- An on-demand, self-paced training option
- Supplemental resources and implementation guidance
- Additional fiscal management and leadership development offerings
Stay Informed
Join our SB 827 Interest List to receive updates on:
- Upcoming live training dates
- On-demand course availability
- Training resources and announcements
- Frequently asked questions and program updates
Click Here to Join the SB 827 Interest List
Current SB 827 Instructors:
Leanne Link, Consultant and Former County Executive Officer, Napa County
Roberto Manchia, County Executive Officer, San Mateo County
Chad Rinde, CPA, Director of Finance, Sacramento County
Frequently Asked Questions
This training is designed to address the fiscal and financial management training requirements outlined in Government Code §53238 (SB 827). Each local agency remains responsible for determining whether participation satisfies its specific compliance obligations under the statute.
SB 827 requires specified elected officials, appointed officials, and designated employees who have authority over, or provide recommendations related to, public finances to complete fiscal and financial management training. Each agency is responsible for determining which individuals within their organization are subject to the requirement.
Yes. While some examples may reference county governance and operations, the fiscal principles and statutory requirements addressed in the training are broadly applicable to public agencies across California.
This live webinar includes interactive elements such as polling and participant engagement to support learning and verify attendance. Participants should plan to attend the full session in order to receive a certificate of completion.
Yes. Participants who complete the training will receive a certificate of completion and attendance verification. These materials are intended to assist agencies in meeting the record retention requirements which require training records to be retained for five years.
Yes. Additional training sessions are anticipated for Fall 2026, and details will be announced in the coming months.