Presenter: Caroline Main, CIA, Senior Manager, Risk & Accounting and Gabrielle Wafer, CIA, Senior manager, Risk & Accounting

Description: In many communities, the Treasurer and Finance Director may share overlapping responsibilities that require close coordination and clear role definition. This session explores how to effectively balance these two critical positions to promote accountability, transparency, and operational efficiency. Participants will gain insight into best practices for managing cash flow, internal controls, investments, and reporting structures while fostering collaboration between elected and appointed officials. Through real-world examples, attendees will learn strategies for mitigating role conflict and ensuring that financial operations run smoothly and compliantly.

CPE Credit Value: 4

NOTE: This training is open to individuals that pre-purchased the package for Cohort 1 2026-2027 only.  Further sales are closed for this training package at this time.