A non-profit association founded in 1958, the California Municipal Treasurer's Association (CMTA) provides support to government finance professionals serving throughout California and exists to advance the treasury management profession. It also encourages cooperation between local, county, and state agencies. The CMTA provides a diverse range of educational resources and networking opportunities for individuals who manage public funds. The association also ensures public accountability and high professional standards are upheld within the industry. Members of the CMTA serve at the local, state, and federal levels. Membership with the CMTA provides a diverse range of benefits.
The CMTA partners with the California Debt and Investment Advisory Commission (CDIAC), Fixed Income Academy, and the CFA Institute to offer relevant education to government finance professionals. Learning opportunities are available at one-day seminars and pre-conference workshops held throughout the year. For example, the association has a two-day seminar focused on Advanced Public Funds Investing on an annual basis.
CMTA Conversation is a lunch-and-learn event held frequently throughout California and designed to stimulate meaningful discussion between commercial vendors and peers. Previous topics explored at CMTA Conversations include Fixed Income Topics for 2020 and When and How to Use Money Market Funds and Other Short-Term Investments.
Typically held in April, the CMTA annual conference provides in-depth training on various debt and treasury topics. This event features motivational speakers, roundtable discussions, educational breakout sessions, and opportunities for peers to network with each other.
Committed to offering career development opportunities for members working as public agencies and treasury officials, the CMTA offers two different certification programs. These programs provide a standardized learning curriculum to meet its members' professional learning needs. The Certified California Municipal Treasurer (CCMT) designation is specifically designed for individuals who manage public funds. To retain this certification, individuals must remain current on industry happenings and complete 40 hours of professional education courses every two years.
The Investment Policy Certification program is designed to aid CMTA members and professionals with creating and enhancing existing investment policies. This program was developed by the California Municipal Treasurers Association (CMTA) with the assistance of the California Debt and Investment Advisory Commission (CDIAC).
To facilitate communication between members of the CMTA regarding treasury functions, the association operates a members-only online platform called List Serves. This platform enables an instant connection between members from different states and can be used to seek advice, send requests for proposals, and receive recommendations from consultants. Additionally, List Serves can disseminate surveys to members of other divisions and across the state, inform members of division meetings and CMTA events, and provide updates regarding membership.
List Serves is accessible to all members of the CMTA. The CMTA annual membership directory also provides a means to connect with other association members. This directory includes contact information for all members and commercial vendors.
Multiple types of memberships are available with the CMTA, including government associates, commercial associates, and alumni members. The CMTA membership cycle is from July 1st through June 30th. Members of the CMTA have direct access to the association's education and networking opportunities and receive discounts on the ongoing professional development training events and the annual conference
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