SB 827 Compliance Training: Essential Fiscal and Financial Oversight for Public Agency Officials
Senate Bill 827 (SB 827), effective as of January 1, 2026, requires covered local agency officials to complete mandatory fiscal and financial training every two years. Additionally, newly appointed or hired officials are required to complete the training within six months of assuming office or employment.
Best Best & Krieger LLP (BBK), in collaboration with public finance professionals from Regional Government Services (RGS), to co-present a webinar designed to satisfy SB 827’s mandatory training requirements while providing practical, real-world guidance on financial oversight and stewardship of public resources.
This training focuses on the core fiscal responsibilities of public agency officials and staff, offering actionable instruction on budgeting, financial controls, long-term planning, and risk management. Participants will gain a clear understanding of their legal and fiduciary obligations, common financial pitfalls facing public agencies, and best practices to promote transparency, accountability, and fiscal sustainability.
The program is tailored for elected and appointed officials, executives, and staff with fiscal responsibilities and is suitable for agencies seeking to ensure compliance with SB 827 while strengthening sound financial governance.
Training topics include:
- Fiscal oversight responsibilities
- Budget development, financial policies, and long-term fiscal planning
- Financial reporting, auditing, and internal controls
- Capital financing, debt management, and revenue mechanisms
- Pensions, other postemployment benefits, and financial risk management
- Cash management and investments
- Financial considerations related to procurement and contracting
Who should attend:
- All public officials, officers and employees who file Statements of Economic Interest (aka Form 700)
- Appointed officials and executives involved in financial decision-making or oversight
- Department heads and administrative officers with fiscal responsibilities
- Any person designated by their agency to receive SB 827 training
- New officials or designated staff members
This activity has been approved for minimum continuing legal education by the State Bar of California in the amount of two (2) hours of General Participatory credit. Best Best & Krieger LLP certifies that this activity conforms to the standards of approved educational activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. Best Best & Krieger LLP is a State Bar of California Approved Provider, #1035.
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