CSAC Institute Course Descriptions
Read more to find information on each CSAC Institute Course including length, fee, faculty, course description, and learning objectives.
110 New Supervisors Institute
| Credential | Supervisor Credential |
| Length | 28 Hours |
| Credits | 6 Credits |
| Fee | $400/Supervisor |
| Audience | County Supervisors |
| Prerequisites | Supervisor Elect |
| Faculty |
Description
So you’ve just been elected as County Supervisor. Now what? This series of three sessions is designed to help you hit the ground running. The series examines the basics of county governorship. Hear tips and tricks from other supervisors on establishing your office, roles and responsibilities, ten top questions to ask of staff, legal obligations and much more. The first session of this in-depth seminar is held just before the beginning of the CSAC Annual Meeting. The first seminar provides the unique opportunity to develop a network amongst new supervisors that will last through your career.
Learning Objectives
Upon completion of the course, participants can expect:
- Describe roles, responsibilities and legal obligations of a county supervisor
- List ten questions to ask the CAO/CEO and department directors
- Understand the supervisor’s role and the CAO/CEO’s role in county governance and management
- Appreciate the dynamics of Board interaction and strategies for accomplishing goals
- Effectively approach the first 90 days in office
- Build a lasting network of peer new supervisors to consult with and share ideas
111 The Art & Practice of Elected Leadership
| Credential | Supervisor Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/Member |
| Audience | County Supervisors, other Elected Officials |
| Prerequisites | New Supervisors Institute or Equivalent |
| Faculty | Dr. Rich Callahan |
Description
Leadership is a term you hear a lot, but as an elected official, how do you practice leadership? Is leadership the same as authority? How do you exercise leadership when there are so many others involved in the decision-making process? This course examines these and many other aspects of the role and practice of leadership for elected officials. It considers the dilemmas facing elected officials in balancing authority and leadership, decision-making and public involvement, and assessing the consequences of political action. Discussion examines the role of leadership in change and helping other manage loss. Participants explore the meaning of county stewardship and harmonizing position advocacy with achievement of goals for the community. The conversation also focuses on the roles of supervisor and staff in establishing means and accomplishing ends.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the practices and role of leadership
- The role and responsibilities of a supervisor as stewards of the county and community
- Recognize the choices among several options in decision making; be able to weigh the risks and consequences of those different options
- Appreciate the history and dilemma in public leadership and decision-making
- Establish and communicate a vision
- Supervisor’s role in focusing on results; on the ends
- Techniques for practicing leadership with staff, peers, and associates
112 Getting Things Done: Working Effectively with Others to Achieve Objectives
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Senator David Landis, PhD. |
Description
To get things done you work with a range of county staff, elected officials and community members. What techniques and tools exist to help you pursue your objectives? This course examines practices and techniques that improve the likelihood that desired objectives are achieved. It examines a range of elements which contribute to success, from interpersonal relations to building a system of monitoring and a culture of accountability. Participants look at themselves and the values that underlie ethical behavior and how to build trustworthiness. Other components address transparency in decision-making, coalition building, collaboration, and setting expectations.
Learning Objectives
Upon completion of the course, participants can expect:
- Skills for joint decision-making in a public setting
- Foster public confidence in the decision-making process
- Values that underlie ethical behavior
- How to build coalitions and engage others in the community in the decision-making process
- Identify shared values and objectives with fellow decision-makers and the community
- Techniques to manage conflict and disagreement
- Set achievable expectations and consequences of changing priorities
- Monitor performance and create accountability in the elected official—management team partnership
113 Coalition Building: Creating Consensus
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Mary Kirlin, PhD. |
Description
It is no easy task to bring together diverse groups of people to build coalitions and create consensus. However when consensus is achieved the results tend to be sustainable over time. This course examines the techniques and practices of creating consensus. It provides practice tips for elected officials and staff who have a leadership or facilitative role in building coalitions. Whether it is an interdepartmental project team, a community task force, or an intergovernmental collaboration, this course provides hands-on skills in creating, leading, facilitating and keeping coalitions on track.
114 Public Engagement: Involving the Community in Decision Making
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other elected officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Institute for Local Government |
Description
Community involvement is a key to idea generation, effective decision-making and public acceptance of decisions. But how can you engage the fullest participation and encourage a clear, civil and informed exchange of views? This course explores practical tips to maximize the effectiveness of public forums, hearings, town halls, and other forms of community engagement. Participants examine techniques that help the public take into account the hard choices and trade-offs in decisions, and how to demonstrate that public ideas and recommendations are taken seriously. The Institute for Local Government’s Collaborative Governance Initiative provides a resource to participants on suggestions to achieve broader involvement in civic engagement efforts.
Learning Objectives
Upon completion of the course, participants can expect:
- Upon completion of this course, participants will be able to:
- Discuss the purpose and desired outcomes of public forums
- Design the appropriate public forum to ensure participation and useful outcomes
- Apply techniques that encourage clear, civil and reasoned exchange of ideas and views
120 The Art & Practice of Organizational Leadership
| Credential | Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Frank Benest, PhD. |
Description
This interactive course explores the art and practice of leadership in helping create a high-performing county organization, especially in tough financial times. Topics include key practices in formal and informal leadership, particularly in promoting change; employee engagement and team-building strategies; leadership when you are not in charge; and techniques for developing a vital workplace culture that supports organizational members.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the nature and dimensions of leadership (as opposed to management) in effective county organizations
- Identify and appreciate an array of key roles for leaders in creating a high-performing organization
- Explore strategies to engage organization members and create organizational commitment, especially in “fractured” county organizations led by elected as well as appointed executives
- Identify techniques for building strong teams and developing a vital workplace culture in order to accomplish organizational goals
- Understand the value of promoting learning as a key leadership strategy
122 Values-Based Leadership: Strategies for Success in Public Service
| Credential | Supervisors Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | John King |
Description
Understanding the relationship of values to decisions can be a helpful decision-making tool. Focusing on commonly held (although sometimes competing) values underlying difficult policy dilemmas can help leaders bridge differing perspectives—either while policies are being debated or after difficult decisions have been made and need to be explained. In addition, clearly articulated organizational values provide staff with important information on an organization’s priorities. This course explores the role values play in both personal and organizational leadership, strategies to consider in modeling organizational values, and approaches to making and explaining difficult decisions.
123 Crafting and Implementing Effective Strategic Plans
| Credential | Supervisors Credential; Senior Executive Credential |
| Length | 3.5 Hours |
| Credits | 2 Credits |
| Fee | $50/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Angela Antenore, M.Ed. |
Description
Most counties and county departments create strategic plans. Sometimes they provide clear guidance to decision makers and staff; sometimes they don’t. This course examines how to make the plan a living document … and have it mean something to those affected. The course opens with a discussion of the purpose of a strategic plan – what it can do and what it does not do.
Participants examine: 1) how to craft a strategic plan with the Board of Supervisors or other governing board; 2) engagement of the community and staff in the process; 3) tips to prepare an actionable plan; 4) communication of the plan; and 5) putting a plan into action. Best practices and case examples are used to explore integration of the plan into the daily operations and decision-making of the organization. Discussion also highlights tips for structuring an effective strategic workshop, including selection of a facilitator, participants and preparation. Participants are encouraged to bring their current plans for peer feedback.
140 Interpersonal Effectiveness: Why Won’t They Change for Me!?
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 3 Hours |
| Credits | 2 Credit |
| Fee | $50/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Bill Chiat |
Description
The key to interpersonal effectiveness – and improving your interaction with others – is better understanding yourself. Effective elected officials and senior executives have discovered that the more they understand their reactions to others, know how to capitalize on their personal strengths, are able to exude an air of confidence, and have the ability to adopt their behavior to meet the needs of others – the more effective they become in achieving results with others. Learn how in this lively and insightful class.
Learning Objectives
Upon completion of the course, participants can expect:
- Explain the group dynamics and interpersonal relations skills of successful supervisors and executives
- Identify techniques for improving interpersonal relations
- Understand personal strengths, weaknesses, and hot buttons
- Apply self knowledge of personal behavior to better understand and provide effective leadership for others
150 Local Governance in California: All those agencies!
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Bill Chiat |
Description
California has a complex system of providing state, federal and local services through local governments. It is often difficult to understand or explain the broad responsibilities counties have to provide a vast range of often unrelated services. This course provides an overview of government structure and responsibilities in California with a focus on how it relates to counties.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the similarities and differences in responsibilities and authorities of various local governments, including cities, counties, county and independent special districts, metropolitan planning agencies, council of governments, local agency format
- Role of the county as the state’s “branch office” for services
- Difference between countywide services and municipal services
- Describe the mandated versus discretionary services and the minimum service level required of mandated services
- Identify the responsibilities and services provided by independently elected county officials such as the sheriff, auditor and district attorney, and the authority and responsibility of the county for managing those services
- Policy options for county service delivery
151 Financing California Counties: The History of County Funding Sources
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Diane Cummins |
Description
Have you found yourself overwhelmed trying to understand the financial reports from county programs? Or worse yet, trying to explain county finances and revenues to your constituents? This course provides an in-depth examination of the federal, state and local county funding sources and how those funds are typically spent. The class examines the history and consequences of major elements in county funding streams including: Proposition 13, VLF, Realignment, CalWORKS, Proposition 172, Prop. 1A, ERAF and more ERAF, State Budget collapse
Learning Objectives
Upon completion of the course, participants can expect:
- Identify the major sources of county funding
- Understand the legislative context and history of major county funding streams
- Describe to constituents the revenues, expenses and issues with: Proposition 1A, 13 and 218; ERAF and realignment; and the impacts of state and federal program cuts on county programs
- Discuss current issues related to state funding streams
152 Shaping the Landscape: Land Use, Transportation and Environmental Stewardship
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Description
Some of the most important policy decisions local officials make relate to how their communities will develop and redevelop. This course examines the principles of stewardship and how to integrate transportation, environmental and land use goals into a comprehensive approach to community stewardship. Discussion examines county legal requirements, but goes far beyond in looking at the implications of current decisions on future generations. Case studies and rich discussions help participants balance differing values and needs with resource stewardship. Current topics, such as the new Regional Transportation Plan requirements from SB 375 are also reviewed.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the basics of land use and planning
- Describe the relationships of the general plan and various plan elements to responsibilities of stewardship
- Describe strategies for community involvement in land use, transportation and environmental policy decisions
- Balance competing values and perspectives in stewardship decisions
153 Labor Relations and Negotiations in Local Government
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Richard Whitmor, Esq., Richard Bolanos, Esq., and Dr. Rhonda Albey |
Description
The class examines the basics of labor relations in the county environment. Laws and regulations affecting public-sector labor relations in California are discussed along with techniques to negotiate takebacks and furloughs along with decision framework for such elements as labor relations policies, total employee cost, salary ranges, benefits and other issues to control costs while maintaining an effective and productive workforce. The class explores the board versus staff role in labor relations, negotiations, negotiating layoffs and furloughs, the cost impact of furloughs, and strategies for negotiating contract changes and limiting contract costs. It also highlights pitfalls to avoid in working with labor representatives. Techniques are examined for maintaining productive relationships with employee organizations during difficult times and discussions. Objectives:
- Examine policy-level applications of state laws that govern public-sector employees in California
- Understand roles of elected officials, staff and negotiators in the labor relations process, and how to avoid conflicts
- Examine use of closed door sessions for labor negotiations
- Discuss options when negotiations are unsuccessful.
Eligible for MCLE credits.
154 Stretching the County Dollar: Tools for Financing
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | CSAC Finance Corporation |
Description
The world of financing California counties continues to change dramatically. Some traditional methods remain, others are less productive and new methods are becoming available. This class unravels mysteries of bonds, securitization, trans, notes, credit swaps, derivatives, pension obligation bonds and ARRA; examines where counties should be concerned; how markets and options changed; and what’s in the future for county financing. Participants explore past and current options for financing projects and operations and their strengths and weaknesses in the current economy. Specific areas of interaction with rating agencies, private placements, master lease agreements and many others are discussed. The course culminates with an examination of emerging ways to address debt management. Instructors share their best practices and warning flags in selecting tools and in managing post issuance compliance. Eligible for MCLE credits.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the purposes of debt financing and the questions to ask to determine if debt financing is right for the county
- Describe typical county debt policy components and ability to evaluate county debt policy
- Discuss the current options for financing county projects or debt
- Identify the members and responsibilities of those included in a financing team
- Describe the legal framework and fiduciary responsibilities
- Examine the financing process counties can follow
- Discuss new ways to address debt management on the horizon
155 Capitol Improvement Planning and Alternative Financing
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Mike Courtney and Steve Surprenant |
Description
You’ve heard about a “CIP” in your county? This class will help you better understand what it is, how it is developed, management of Capital Improvement Project programs, funding sources, and what questions you should be asking. Participants examine emerging fields of alternative funding options such as Public-Private Partnerships (P3), Design Build Project Deliver and other alternative funding streams, including benefits, opportunities, and cautions. The session will look at various case studies and lessons learned, such as the Placer County jail facility. Legal issues for protecting county interests are also discussed.
301 Legislative Policy and the County Legislative Process
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Elizabeth Kersten, MPA |
Description
How do Boards and staff develop, validate and implement county policy? This course examines processes, roles and responsibilities for creating and implementing local policy. Discussion examines both policies which affect the community and internal operating policies. Do you seek extensive stakeholder involvement, or implement it in the ‘dark of night?’ A variety of alternative strategies are explored and criteria for selection discussed. Case studies examine the factors of both successes and failures. Participants discuss how to achieve a balance of input and involvement with making a decision. Good policy doesn’t just happen; it’s planned.
Learning Objectives
Upon completion of the course, participants can expect:
- Discuss the role of staff and the governing board in creating policy
- Describe the elements of crafting good policy
- Better involve constituents and stakeholders in policy review
- Understand various options for creating policy and the criteria for selecting strategies
303 County Mental Health Obligations, Services and Funding
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Dr. Sandra Goodwin Naylor |
Description
Counties are the primary providers of community mental health services. This survey course introduces the statutorily mandated responsibilities and other services counties provide. It examines innovative approaches to mental health services and highlights funding opportunities for those services. Participants explore county approaches to services for those involuntarily committed and services for special-education students. This course provides decision-makers with the questions to ask and how to explain county mental health services.
304 Climate Change, AB 32 and SB 375: What do counties need to know?
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 4 Hours |
| Credits | 2 Credits |
| Fee | $50/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | DeAnn Baker |
Description
California has seen the passage of two landmark bills addressing climate change. AB 32 (Nunez, Chapter 488, Statutes of 2006) established a first-in-the-world comprehensive program of regulatory and market mechanisms to achieve quantifiable, cost-effective reductions of greenhouse gases (GHG). SB 375 (Steinberg, Chapter 728) signed into law in 2008 provides a means for achieving AB 32 GHG target reduction goals from cars and light trucks through long-range regional growth strategies and transportation plans. While the bill integrates three critical policy areas at the regional level that affect future growth in our state, the opportunity sits with counties and cities working through their regional metropolitan planning organizations to align these three policy areas effectively. The three policy areas include: (1) regional long-range transportation plans and investments; (2) regional allocation of the obligation for cities and counties to zone for housing; and (3) a process to achieve greenhouse gas emissions reductions targets for the transportation sector. The remaining challenge is successful implementation at the local level in order to reduce GHGs, accommodate growth and build sustainable communities using the SB 375 framework. California has seen the passage of two landmark bills addressing climate change. AB 32 (Nunez, Chapter 488, Statutes of 2006) established a first-in-the-world comprehensive program of regulatory and market mechanisms to achieve quantifiable, cost-effective reductions of greenhouse gases (GHG). SB 375 (Steinberg, Chapter 728) signed into law in 2008 provides a means for achieving AB 32 GHG target reduction goals from cars and light trucks through long-range regional growth strategies and transportation plans. While the bill integrates three critical policy areas at the regional level that affect future growth in our state, the opportunity sits with counties and cities working through their regional metropolitan planning organizations to align these three policy areas effectively. The three policy areas include: (1) regional long-range transportation plans and investments; (2) regional allocation of the obligation for cities and counties to zone for housing; and (3) a process to achieve greenhouse gas emissions reductions targets for the transportation sector. The remaining challenge is successful implementation at the local level in order to reduce GHGs, accommodate growth and build sustainable communities using the SB 375 framework. This course examines the impact of this comprehensive new law on counties and county policy and planning. Participants explore the various elements of the bill: transportation planning and investment, housing allocations, sustainable communities plans, and CEQA exemptions within the goal of reducing GHG. The processes and timelines are discussed along with the implications of the laws on county decision-making.
306 Public Employees Pension Reform Act of 2013: Impacts, Implementation and Negotiations
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | William Kay, and M. Carole Stevens |
Description
The course focuses on the new enacted pension reform act which
Governor Brown signed on September 12th (AB 340 as amended by AB
197). Designed for county supervisors and senior executives, this
class explores the provisions of the Act and its short and long
term impacts. Discussion includes a policy-level review the
implementation issues for both represented and unrepresented
county employees.
It will help you understand what must now be negotiated with
represented employees and how to undertake these obligations. And
of course it’s designed to help answer participant questions.
This important training will incorporate a variety of interactive
training methods and include, for example, structured group
problem solving, mini-lectures and audio/visual reinforcements.
Learning Objectives
Upon completion of the course, participants can expect:
- Describe the major components of the Pension Reform Act of 2013
- Understand how it will affect counties regardless of retirement plan
- Policy issues for consideration
- Implementation steps
307a Realignment 101: How did we get it? Where does it go?
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Diane Cummins and Graham Knaus |
Description
You hear about realignment at every budget hearing. The formulas make your eyes glaze over yet you know it’s critical in funding county safety net services. What is realignment, where did it come from and how does it work? This course examines the history and rationale for establishing it and why programs were included or added over the years. Participants examine the mechanics and what programs realignment funds today. Particularly challenging issues are addressed such as IHSS, mental health services, Prop. 53 care decisions, and California Children’s Services. Beginning with a discussion of the 1991 realignment, the course then examines the 2011 realignment with an emphasis on the public safety and justice programs. Details on the realigned programs, changes to HHS and mental health services, implementation, funding and how counties are implementing the 2011 realignment are all discussed. The course concludes with an examination of the proposed and potential changes under consideration for both the 1991 and 2011 realignments, particularly in light of Federal health care reform implementation.
307b Realignment 301: Where the Funds Flow
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | Participation in a previous Realignment course (Realignment 101 or 201) or experience with realignment implementation |
| Faculty |
Andrew Pease, Executive Finance Director – San Diego County Human Services Agency Rebecca Mellot, Program Manager – Placer County Health and Human Services Robert Manchia – Lead Financial Services Manager – San Mateo Health and Human Services Agency |
Description
Where do realignment funds come from and how do they flow through county systems and programs? This new advanced course focuses on the funding and financial elements of 1999 and 2011 realignment. It takes detailed looks at the specifics of fiscal issues: source of funds, uses and restrictions, how the flow of realignment (and VLF) funding works, reporting requirements and other fiscal issues.
Particular emphasis is placed on how the 2011 realignment affects funding and fund flow, and the changes to realignment funding made in the FY 2012-13 state budget. This class is ideal for executives, senior analysts and senior managers who manage realignment funds. Senior executives and elected officials will also find value in understanding realignment funding. Previous participation in an Institute realignment course – or significant experience – is a prerequisite.
309 Shaping Federal Legislation, Regulations and Rule Making
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 3.5 Hours |
| Credits | 2 Credits |
| Fee | $50/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Joe Krahn and Supervisor Diane Dillon |
Description
How are laws and rules made in Washington that affect counties? How California counties can lobby in Washington and make a difference with both Congress and federal agencies in rule making. This class will introduce you to the basics of federal law and rule making and provide tips and contacts for making your counties’ voice heard in Washington … even when you don’t have a lobbyist!
310 County Health Care Systems – The Responsibilities and Resources
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Judith Regel |
Description
Heath care and public health services are among the most critical county services and among the most complex to understand. What are the mandated responsibilities for counties? What are the sources of funding? How are services provided? What are the consequences of state and county program reductions? These are among the questions explored in this policy-makers course on county public health services. Aspects examined include indigent care, Medi-Cal services and public health. Participants use case studies to look at a range of strategies and consider opportunities for sorting out heath care priorities when resources are so severely limited.
311 Water in California – The Politics, Distribution and the Future
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Description
California has a long history of water politics. This course provides an overview of that history and puts it in the context of the current water solutions signed by the Governor. It provides the policy overview, history and proposals to this complex issue in an interactive and practical manner. Participants explore the current status of water including water storage and delivery systems. The class examines pressures on the water system outside of drought and growth, including climate change and environmental regulation. Discussion identifies the legislature’s solutions for dealing with the current water crisis and how they could affect water available for counties.
314 Economic Development and Opportunities for Counties
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Gurbax Sahota |
Description
Many counties have established or are considering an investment in economic development as a means to support and create jobs, expand and retain businesses and boost county revenues. At the same time, resources for economic development investment are severely limited, and the use of redevelopment is controversial. This policy-level course provides an overview of how counties can create policies and use economic development tools to stimulate their economies. Participants examine principles of economic development, policy questions to consider and financing methods for project planning and development. Discussion emphasizes economic development opportunities in rural counties as well as the continued phase out of redevelopment agencies.
Learning Objectives
Upon completion of the course, participants can expect:
- Describe basic outcomes of economic development
- Weigh the strengths and weaknesses of an economic development plan
- Identify policy issues to consider in creating an economic development strategy for the county
330 Current Issues: County Revenues and the State Fiscal Crisis
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 3 Hours |
| Credits | 1 Credit |
| Fee | $25/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Tim Gage, M.P.P. |
Description
The state’s financial crisis is having a major impact on county revenues and program funding. County officials are now faced with the most difficult of policy and program decisions. This class will examine the current status of budget proposals and policy issues and implications of county revenue and program cuts. Discussion will highlight policy options for counties, case examples of how counties are managing reductions in funds and reduced cash flows, and options for new revenue sources.
351 Chairing and Managing Effective Meetings
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Michael Colantuono, Esq. and Terry Amsler |
Description
Dread the thought of chairing – or attending — another meeting? This class will help you make meetings more productive and valuable. Whether you are the chair or a participant this course will provide you with techniques and tips for making effective use of meetings: preparing agendas and people, moving the agenda, follow up, managing distractions and dealing with difficult situations and people … and more. Counties spend a lot of resources at meetings. This class will help you make them constructive.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the similarities and differences in responsibilities and authorities of various local governments, including cities, counties, county and independent special districts, metropolitan planning agencies, council of governments, local agency format
- Understand the key elements of a successful meeting: preparation; getting the right people there; meeting facilitation; and follow-up
- Determine the need, purpose and desired outcomes of a meeting
- Steps to schedule, locate and structure simple and complex meetings and forums to achieve results
- Describe the considerations for meeting participation and preparing participants for the meeting
- Examine the dynamics of various meetings and the role of the chair, facilitator and participants in ensuring a successful meeting
- Techniques for keeping a meeting on-track and for dealing with difficult situations and people during a meeting
- Practices for successful follow-up and documentation of meeting decisions
351 Federal Health Care Reform and California Counties
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Lee Kemper, Judith Reigel and other experts |
Description
As 2014 approaches counties must continue to prepare for implementation of the federal Patient Protection and Affordable Care Act is law. This course will provide a balanced, fact-based discussion of how federal health care reform is being implemented in California and its effect on county health, mental health and social services. Four key areas will focus the course: 1) case studies of the implementation and effects on county services and funding; 2) who is left uninsured and how to manage those populations; 3) what areas are left to be resolved and a look at the Legislature’s special session on health care; and 4) upcoming decisions for counties. Discussion addresses specific county programs and funding and how those are changing as the law is implemented. Other issues examined include trends in how people are using their new insurance to seek health care, county responsibilities for the uninsured, potential impacts on realignment funding, and funding changes in the Governor’s proposed 2013-14 budget.
352 Making an Impression: Media Interviewing and Presentation Skills
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors; other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Gregg Fishman – CSAC Communications Coordinator Marshall Wilson, Communications Director – San Mateo County Manager’s Office |
Description
Every opportunity to address a group or appear with the media is an opportunity to make an impression. But what kind of impression is made? This course, designed for seasoned professionals and elected officials, will help polish those presentations and strengthen delivery skills talking to the media, at a board meeting or in any public setting. The course covers practical strategies for planning, preparing and delivering presentations that get the message across and retained by the audience. Hands-on group work includes practice labs, videos and constructive critiques from presentation professionals.
353 Effective Electronic Communications and Media Relations
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | P.K. Agarwal and Holly Heyser |
Description
Information is flowing faster than ever, and it seems like every day another tool becomes available for electronic communications. With the speed and access of electronic communications comes the increased opportunity for communications with the community and constituents, and the increased chance of sending a wrong message. E-mail, Twitter, websites, Facebook, blogs … the class explores all of these and examine strengths and weaknesses. Advantages to take and mistakes to avoid. In the context of a world of e-communications and virtually instant news, participants discuss media relations and fostering effective relations with media. The conversation includes definitions of who is considered media in the e-world, techniques for getting your message out, and how to deal with media in difficult situations.
Learning Objectives
Upon completion of the course, participants can expect:
- Evaluate various e-communication tools and their strengths and weaknesses in communications with constituents and the community
- Apply strategies for effective use of electronic media tools, and what to avoid
- Describe key elements of an effective relationship with the news media
- Handle a news conference through various media
- Apply practices to handle difficult questions and keep on message
356 Negotiation and Collaboration in Complex Environments
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Laree Kiely, PhD. |
Description
Negotiation and collaboration in the public sector is difficult at best, but there are effective approaches you can employ with intergovernmental, labor, community groups and other negotiations to get results. This course is designed for senior staff and focuses on the strategies and techniques to negotiate agreements and collaborate together on problem solving when easy solutions don’t work.
357 When Bad Things Happen: Managing Crises from Realignment
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Sheri Benninghoven |
Description
How well are you prepared for the unexpected? Most counties are ready for natural disasters. This course explores the strategies when unanticipated crises occur that directly affect or are a result of county operations: death or resignation of elected or appointed officials, neglect in oversight, mistakes, fiscal emergency, and others. Strategies for planning, recovery, media and community relations, handling protests, and related issues are discussed.
Learning Objectives
Upon completion of the course, participants can expect:
- Identification and clarity of roles for board members, board chair, CAO/CEO and other county elected and appointed officials in an emergency or a crisis
- Strategies to initiate triage and create a crisis management plan
- Key elements of an effective crisis communications plan for county operations
- Strategies for working with the media
- Strategies for communicating situation to community and stakeholders
- Strategies for handling protests
359 Beyond the Brochure: Recruiting & Hiring Senior Executives
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 3 Hours |
| Credits | 2 Credits |
| Fee | $50/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Norm Roberts |
Description
How do counties attract and hire the best senior staff? This course is designed for county supervisors and human resource staff responsible for recruiting senior executive such as the CAO, county counsel and department directors. You can use a recruiter, but still how do you know it’s the best person for the job? The class examines techniques to market your opening, determine cultural fit; assess skills; and go beyond references.
360 Managing Conflict (even hostility) and Disagreement in Comfort
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Laree Kiely, PhD. |
Description
Conflicts and disagreements are a fact of life in counties. They can contribute to better outcomes or can lead to an escalating situation. Transform the most difficult circumstances into a satisfying experience for all involved. This course helps County Supervisors and executives identify constructive approaches to positively managing conflict whether from the dais, in a meeting, or one-on-one. Participants develop tools to quickly analyze and respond to difficult situations and create practical, positive outcomes.
361 Effective Partnerships with County-Funded CBOs
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Description
Many counties fund and rely on community-based organizations (CBOs) to provide a range of county services. The success and effectiveness of the services delivered depends on the nature of the relationship between the county and the CBO? Are both the County and the CBO maximizing the resources available? Find out in this course on how to select, establish and maintain effective relationships with CBOs, indicators of success or problems, and how to get a relationship with a CBO back on solid ground.
362 Communicating Directly with Your Public: Using New Media Resources
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Jeffrey M. Barker |
Description
The traditional news release, news conference or public service announcement is becoming less effective in communicating the county’s perspective on issues or events. Fewer people read newspapers and most media outlets are cutting back on reporters. So how do counties get their messages out to the community? This course examines the broader elements of a communication strategy and how new media tools fit in. Participants explore the key elements of a communication strategy and the use and effectiveness of tools such as Facebook, Twitter and others fit into an overall strategy package. Participants discuss how to assess which strategies might be most effective in any given situation.
363 Thinking Strategically in Trying Times: New Ways to Think and Work through Enduring Problems
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Dr. Richard Callahan |
Description
This intense seminar discusses the challenges of strategic agility with the critical, enduring problems counties face. The focus is on the art of possibilities. Participants examine separating probabilities (what’s likely to happen) from possibilities (what could happen) and applying concepts of creative and strategic thinking to find different paths to solutions.
Learning Objectives
Upon completion of the course, participants can expect:
- Separate possibilities from probabilities
- Employ creative approaches to address enduring problems
- Expand their capacity for strategic agility
- Approach tough problems with fresh strategies
364 GASB Financial Reporting Requirements for Counties
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 3 Hours |
| Credits | 6 Credits |
| Fee | $75/County Officials and Staff |
| Audience |
County Supervisors and Senior Executives and Staff – Particularly those with financial management responsibilities; Eligible for CPE credit for CPAs |
| Prerequisites | None |
| Faculty | Gary M. Caporcci, CPA, CGFM |
Description
The impact and new requirements of GASB 34, Basic Financial Statements – and Management’s Discussion and Analysis – for local governments continues to reverberate in California. Expand build your understanding of the impact and new responsibilities of GASB 34, along with that of other standards and updates GASB has issued. You will review important concepts such as basic financial statement formats, reconciliations of government-wide financial statements to the funds financial statements, note disclosures and infrastructure capital assets.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand GASB 34 definitions and requirements
- Walk-through GASB financial statements technical elements
- Review 2011 Survey of California Cities and Counties
- Explore new GASB pronouncements and future items
- Review internal controls for government and determine audit risk assessments using the C&L Risk-Based Audit Approach and the COSO Framework
370 Performance Measurement: Accountability for Results
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Description
This class provides an overview to performance measurement and its techniques to measure and share with community on what citizens are getting for their money. The class highlights the benefits and costs of performance measurement, how it can be of value to counties, how to design and implement a measurement system, and the pitfalls to avoid. The session also examines resources available, such as the ICMA Center for Performance Measurement.
Learning Objectives
Upon completion of the course, participants can expect:
- To understand the basic concepts and uses of performance measurement
- To show the key elements in designing and implementing a performance management system
- To provide an overview of how use performance measurement to monitor and evaluate results
- With a basic understanding of what’s in a performance measurement system and how to build it, what are some key issues to be aware of in your use of them.
371 Building and Maintaining a Team Culture
| Credential | Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Dr. Jerry Estenson |
Description
Counties use teams as a method to get work done. Teams can be project-focused, operational, interdepartmental or intergovernmental. It takes a certain organizational culture to support teams. This course examines the culture and attributes of high-performing teams in the public sector. Strategies, tools and resources are shared along with team leadership practices, and how to transition to a team culture.
Learning Objectives
Upon completion of the course, participants can expect:
- Upon completion of this course, participants will be able to:
- Identify the organizational culture and group dynamics required for team success
- Define team roles, responsibilities and accountability
- Use effective leadership practices to lead and sponsor teams
- Identify team mission and goals, and evaluate team performance against mission
372 To Do or Not to Do: Leadership in Decision Making
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Eric Douglas |
Description
Most of us have experienced decision-making as a one-step process—just do it! There is much more, however, to leadership in effective problem solving and decision-making. This best practice course examines how values and past experience guides one in perceiving facts when engaged in decision making and ways to apply problem solving and decision making techniques. The course introduces a step-by-step approach to problem solving and introduces participants to some handy problem solving and decision making tools.
373 Project Management
| Credential | Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty |
Description
Help make those projects come in on schedule and within budget with the techniques presented in this class. Ideal for project managers, this course explores the basic tools for managing county projects: planning tools, establishing and leading project teams (especially when you don’t supervise the team members), problem solving tools, and techniques for managing projects in complex, multi-year environments.
374 Service Excellence through Process Improvement: Championship
| Credential | Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Elaine Crandall and Bill Chiat |
Description
When counties look at creating efficiencies process improvement is an important tool. It can help counties maximize value while removing wasteful activities and practices. Hear case examples of how counties have significantly improved service quality and performance while at the same time reducing costs. This hands-on course is designed for the champions – senior executives who sponsor process improvement activities in the county. It engages participants in techniques to identify current processes and find opportunities to improve them. Tools are shared for both identifying process problems and engaging the process participants in crafting solutions. Participants apply the tools in simulations and explore how to use them in a process improvement opportunity at home.
Learning Objectives
Upon completion of the course, participants can expect:
- Identify what a process is and define process improvement
- Define the seven steps in the process improvement storyboard
- Understand and apply the plan-do-check-act cycle
- Know how and when to apply various improvement tools
- Create an improvement plan for a selected process.
375 Coping with Ambiguity: Leadership for Challenging Times
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Laree Kiely, PhD. |
Description
Counties operate in complex and changing environments. Within these unpredictable economic contexts and unprecedented challenges, county leaders find themselves trying to make past practices and models fit current realities. But that may be a mistake in coping with ambiguity. This class provides a new way to think about applying leadership practices – at both elected and senior executive levels – to help your county organization and community find new realities and ways of effectively working in uncertain times.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the concept of “emergent” processes and environments
- Learn and practice tools for managing uncertainty
- Learn and practice mental discipline and the rational analysis of situations
- Learn and practice communication tools for managing ambiguous situations
378 Storytelling and Other Leadership Practices in the Art of Persuasion
| Credential | Supervisors Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors and Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Bill Chiat, Dean, CSAC Institute |
Description
Persuasion has been identified as an attempt to evoke a voluntary change in the attitude or behavior of another person. Effective leaders are able to tell stories that speak to others and markedly influence their behaviors. Through hands-on activities the class explores elements of story-telling and how to construct and use stories in the practice of leadership. Participants examine case studies and experiences to develop their own stories. Other practices examined include metaphors, humor, reciprocation, contrast and conformity. These tools are placed in the context of enhancing the transaction between leader and follower and authentically hearing the needs of listeners.
380 Best Practices: Talent Development and Succession Planning
| Credential | Senior Executive Credential |
| Length | 4 Hours |
| Credits | 2 Credits |
| Fee | $50/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Frank Benest, PhD. and Donna Vaillancourt |
Description
This interactive half-day course will confront the “retirement wave” of baby-boomers leaving local government and explore strategies and best practices to create effective leadership development and succession planning programs in county government. The course includes case examples, small group discussions as well as presentations.
Learning Objectives
Upon completion of the course, participants can expect:
- Understand the workforce demographic challenges facing county government
- Learn why talent development and succession planning are key to building organizational capacity, especially in tough times
- Identify key obstacles and how to overcome them
- Learn steps to get started
- Learn 10 key best practices and lessons learned from leadership development and succession planning programs from around the country
381 Creative Budget Solutions and Innovative Service Design
| Credential | Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Frank Benest, PhD and David Boesch |
Description
Given mandated services, citizen expectations and the scope of the current economic meltdown, counties across California cannot simply cut their way out of their deep budget challenge. This interactive course will explore the paradoxes and dilemmas of typical budget cutbacks, a menu of creative budget solutions, practical tools for departments, and leadership approaches. Two case studies from San Mateo County will be used to identify innovative approaches and
384 Advanced Practices in Negotiation
| Credential | Supervisor Credential; Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | County Supervisors, other Elected Officials, and Senior Executives and Staff |
| Prerequisites | CI 356 – Negotiations and Collaboration in Complex Environments OR an equivalent negotiations class |
| Faculty | Laree Kiely, PhD. |
Description
This advanced course is designed to enhance and deepen the skills of those with negotiations experience. Whether applied in labor relations, conflict resolution, contracts, intergovernmental agreements and hundreds of other situations – this advanced course takes your negotiation practices to the next level. The class focuses on understanding and applying the 21st century framework for negotiation success even in very difficult situations and with very difficult people. Participants will explore and apply tools in typical negotiation challenges including scarce resources, rigid timeframes, emotionally charged issues, power struggles and multiple negotiators. Practical strategies and tools for difficult people and complex situations will highlight the class discussions. Participants will have hands-on experience with advanced tools and how to develop their “going forward” plan in a variety of situations.
385 Preparing for the Single Audit
| Credential | Senior Executive Credential |
| Length | 6 Hours |
| Credits | 3 Credits |
| Fee | $75/County Officials and Staff |
| Audience | Senior Executives and Staff |
| Prerequisites | None |
| Faculty | Sefton Boyars, CPA, CGFM, CFS |
Description
Counties receiving federal grants or subgrant funds are frequently subjected to audits of those funds. The audit could be a Single Audit conducted under the provisions of OMB Circular A 133, a specific program audit or an audit conducted by a government agency. This course is designed to assist the recipients of federal grants to be prepared for any type of grant fund audit. It focuses on designing and implementing internal controls, complying with federal regulations, preparing adequate documentation, and correcting prior audit findings. Participants examine common audit finding areas and how to avoid them, and how to best prepare for the audit and work with the auditors during the audit. Eligible for 6 CPE credits for CPAs.
lessons learned. Course participants will also contribute case examples of service redesign as well as effective tools.
