SB 827 Fiscal and Financial Management Training
Registration is now open.
May 11, 2026 | 1:00 PM – 3:00 PM
Register Here
May 28, 2026 | 9:00 AM – 11:00 AM
Register Here
Participants need only attend one session to complete the training.
CSAC Member County Rate: $100.00
Non-Member / Other Public Agency Rate: $249.00
If you need assistance with the registration process, please contact Salote Yanuyanutawa at syanuyanutawa@counties.org.
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
This course will be delivered as a live webinar.
To support engagement and verify attendance, the session will include interactive elements such as polling and participant discussion. Participants should plan to attend the full session in order to receive a certificate of completion. Certificates of completion will be provided following the session to support local agency recordkeeping requirements.
Please note that a recording of the session will not be distributed to participants.
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.
No. Participants need only attend one session to complete the training. The May 11 and May 28 offerings cover the same curriculum.
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.