ABOUT US
For over 60 years, the California Municipal Treasurers Association (CMTA) has helped California’s local government finance professionals lead, promote and enhance the fiduciary responsibility and integrity of individuals responsible for public funds.
CMTA provides one of the few dedicated forums in California focused specifically on treasury, investment, banking, and public debt management.
Developed and sustained by treasury professionals, CMTA serves as the vehicle for quality assurance, comprehensive education, high professional standards, and public accountability in all areas of treasury and debt management. CMTA is focused on providing meaningful training for those having fiduciary responsibilities for their public agency. CMTA is committed to providing resources, professional development, and networking to assist you in becoming more informed and engaged in debt and investment matters. Our members come from all corners of the state, representing cities, counties, and special districts.
Contact the CMTA office by email at staff@cmta.org or by phone at 916-231-2144 with any questions, or visit the website at www.cmta.org.
MISSION STATEMENT
To lead in promoting and enhancing the fiduciary responsibility and integrity of individuals responsible for public funds.
WHO ARE CMTA MEMBERS?
CMTA represents professionals responsible for managing and safeguarding public funds across California, including:
• County officers and staff
• Elected treasurers
• Local government finance professionals from cities, counties, and special districts
• Commercial partners
Our members share a common responsibility: ensuring strong financial stewardship, transparency, and long-term fiscal health for their agencies.
BECOME A MEMBER TODAY!
An individual membership provides access to many of our benefits and reduced pricing on annual conference and dynamic professional development training.
Check out the membership section of CMTA’s website to join today: https://www.cmta.org/page/ MembershipInformation VOLUNTEER!
We want you to be part of the excitement to build upon the successes of this group and help create and foster informed and engaged members that demonstrate our commitment to the professionals who serve the public sector. There are opportunities to serve on committees, assist with the annual conference, and to help in numerous other ways. Contact us at staff@cmta.org today to find out how you can help CMTA succeed!
PROFESSIONAL DEVELOPMENT / EDUCATIONAL WORKSHOPS
CMTA delivers specialized, high-quality training through webinars, seminars, pre-conference workshops, and partnerships with other agencies such as the California Debt and Investment Advisory Commission (CDIAC) and the Government Investment Officers Association (GIOA).
Unlike broader finance associations, CMTA’s education is specifically tailored to treasury, investment, and debt professionals, ensuring deeper learning and practical application from foundational to complex concepts, helping you achieve a greater understanding of the role of the treasury and debt officer within your agency.
ANNUAL CONFERENCE
The CMTA Annual Conference provides a highly focused environment for learning and connection, with:
• Targeted breakout sessions on treasury, debt, and investment topics
• Opportunities for meaningful interaction with peers and industry experts
• Pre-conference sessions offering deeper, hands-on training
Our intentionally sized community allows for stronger engagement and more valuable networking.
LEGISLATIVE ADVOCACY
Our legislative advocacy group is tracking and setting policy direction that directly impacts how we conduct ourselves in our fiduciary oversight.
MEMBERSHIP DIRECTORY
Access to contact information for all members, including commercial vendors who are an important resource.
CMTA CONVERSATIONS
This is our version of a “lunch and learn” aimed at engaging members with educational content and meaningful conversations with peers and commercial vendors. Events are held throughout California on a regular basis. Check out CMTA’s website for the latest offerings in your area.
CERTIFICATION PROGRAMS
CMTA offers certification programs that elevate both the individual professional and their agency.
• Certified California Municipal Treasurer (CCMT): Supports professional development and recognition
• Investment Policy Certification: Provides agencies with formal recognition of excellence in financial governance
• Debt Policy Certification Program: Newly created program recognizing best practices in debt management
These certifications not only enhance your career, but position your city, county, or special district as a leader in fiscal responsibility and best practices. More information on the programs and the requirements can be found at www.cmta.org.
STRONG INDUSTRY PARTNERSHIPS
CMTA works closely with organizations such as the State Treasurer’s Office (STO), CDIAC, and other key partners to deliver relevant, timely, and high-impact education and resources. In addition, CMTA’s certification program recognizes eligible continuing education credits from a wide range of industry organizations, providing flexibility while maintaining rigorous standards.
THE LEADING RESOURCE FOR TREASURY, INVESTMENT, AND DEBT PROFESSIONALS
CMTA is the only California-based association exclusively focused on treasury, banking, investment, and debt management for public agencies. Our members rely on CM TA for practical, in-depth education, meaningful peer engagement, and resources that directly support their fiduciary responsibilities.
Why Professionals Choose CMTA:
• Consistent Member Touchpoints – Engage year-round through the Annual Conference, CDIAC partnership trainings, webinars, and CMTA Conversations
• In-Depth, Practical Education – Sessions go beyond high-level overviews, delivering actionable insights specific to treasury, investment, and debt management
• Focused, Intentional Networking – Our size allows for meaningful engagement with peers and ind ustry partners without the noise of larger conferences
• Fiduciary Leadership – CMTA reinforces the critical role treasurers and debt managers play in safeguarding public funds and ensuring public trust
• NASBA-Aligned Training – Educational programs are built with strong learning objectives and measurable outcomes
A Unique Value Proposition: CMTA fills a critical gap in California by providing specialized training and resources not widely available elsewhere in treasury operations, banking relationships, investment management, and public debt.