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Treasuring Beaumont
Where have we been, where do we
need to go and what may be
possible
Where Do We Find Our Direction?
Tell Me
• Where does my money go?
• Are our expenses under control?
• Can I see where we are invested?
• Are we at great financial risk?
• How are we going to increase/keep
services?
• Are we providing timely information?
• Is it accurate information? What about
Internal Controls?
What Our Goals Could Be
• Set Our Sights on the
Highest Levels of
Transparency
• Follow Best Practices,
not Our Practices
• Follow Jeff Bezos – keep
your best and your
worst customer happy
Engage
Riverside
Beaumont
City
Website
Transparent
Beaumont
What does this have to do with the
Treasurer?
Accounting
Reports
Investments
Audits CFD’s
Graphics of
Expenses and
Revenues
Treasurer Goals Finite and Dated
30 Days
•Audit Committee
Finalizes
Recommendations
•Request Treasurer
become Lead of Ad
Hoc Audit
Committee
•Treasurer delivers
monthly summary
reports in open
session
45 Days
•Ad Hoc Beaumont
Transparency
Committee Formed
•Treasurer is Lead,
Staff and Council are
key
•Objectives,
priorities, and SWOT
analysis begins for
new portal
120 Days
•New Transparency
Portal Design
Prototype Presented
to Council
6
Begin Certified Municipal Treasurer Training
January 2014
Certified Municipal Treasurer Training
• A Certified California Municipal Treasurer (CCMT) is a post-
nominal professional certification awarded by the California
Municipal Treasurers Association(CMTA) to California public
treasurers who meet standards
of education, experience and a stated commitment to
a code of ethics. It was created in 1978 to provide a
professional standard of financial expertise and ethics in
California government treasury.
• It provides a framework for municipal treasurers in
improving performance through continuing education and
become valued administrators in local government. A CCMT
is a professional treasurer who is qualified to meet the
challenges of a job that is becoming more and more
complex in the environment of public finance.
CCMT Designation Timeline
• December 2013, Enrolled Applied for Marcus
Woodward Scholarship
• Essentials of Treasury Management
Workshop
Intense training covering the basic
concepts and practices of investing public
funds. The workshop format is designed for
new treasurers with top-notch training in
treasury fundamentals.
• Two Year Certification Program
Action Items
• City Council Input Needed
• What Would You Like to
Add?
• Public Input Required
• What Do They Need, They
Are The Stakeholders
• Financial Data Is First
• Treasurer Budget Needed
• Agree to Ad Hoc
Committee for
Transparency
• Include Stakeholders,
Take Applications
• Committee Lead,
Objectives Need to Be
Established
• How Will We Know We
Are Successful

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Treasuring beaumont

  • 1. Treasuring Beaumont Where have we been, where do we need to go and what may be possible
  • 2. Where Do We Find Our Direction?
  • 3. Tell Me • Where does my money go? • Are our expenses under control? • Can I see where we are invested? • Are we at great financial risk? • How are we going to increase/keep services? • Are we providing timely information? • Is it accurate information? What about Internal Controls?
  • 4. What Our Goals Could Be • Set Our Sights on the Highest Levels of Transparency • Follow Best Practices, not Our Practices • Follow Jeff Bezos – keep your best and your worst customer happy Engage Riverside Beaumont City Website Transparent Beaumont
  • 5. What does this have to do with the Treasurer? Accounting Reports Investments Audits CFD’s Graphics of Expenses and Revenues
  • 6. Treasurer Goals Finite and Dated 30 Days •Audit Committee Finalizes Recommendations •Request Treasurer become Lead of Ad Hoc Audit Committee •Treasurer delivers monthly summary reports in open session 45 Days •Ad Hoc Beaumont Transparency Committee Formed •Treasurer is Lead, Staff and Council are key •Objectives, priorities, and SWOT analysis begins for new portal 120 Days •New Transparency Portal Design Prototype Presented to Council 6 Begin Certified Municipal Treasurer Training January 2014
  • 7. Certified Municipal Treasurer Training • A Certified California Municipal Treasurer (CCMT) is a post- nominal professional certification awarded by the California Municipal Treasurers Association(CMTA) to California public treasurers who meet standards of education, experience and a stated commitment to a code of ethics. It was created in 1978 to provide a professional standard of financial expertise and ethics in California government treasury. • It provides a framework for municipal treasurers in improving performance through continuing education and become valued administrators in local government. A CCMT is a professional treasurer who is qualified to meet the challenges of a job that is becoming more and more complex in the environment of public finance.
  • 8. CCMT Designation Timeline • December 2013, Enrolled Applied for Marcus Woodward Scholarship • Essentials of Treasury Management Workshop Intense training covering the basic concepts and practices of investing public funds. The workshop format is designed for new treasurers with top-notch training in treasury fundamentals. • Two Year Certification Program
  • 9. Action Items • City Council Input Needed • What Would You Like to Add? • Public Input Required • What Do They Need, They Are The Stakeholders • Financial Data Is First • Treasurer Budget Needed • Agree to Ad Hoc Committee for Transparency • Include Stakeholders, Take Applications • Committee Lead, Objectives Need to Be Established • How Will We Know We Are Successful