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Municipal Finance Training and Resource Center

General information for local officials and others interested in municipal government.

DLS’ Municipal Finance Training & Resource Center provides a wide array of interactive and on-demand materials intended to assist new local officials, seasoned municipal finance professionals, and residents alike. Our videos, guides, DLS publications, tools, templates, and other resources provide both introductory and more thorough approaches to key topics in local financial management. Be sure to bookmark this page and check back for updates, as we regularly add new content.

Video: Municipal roles & responsibilities

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Guide:
Resources for new officials 

Foundations in Municipal Finance

for the new official

A series of virtual training modules that guides participants through a fiscal year in municipal finance.

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Popular Resources

View our video library  Publications  Tools and calculators 

Accounting and Auditing  Collections  Debt and Borrowing  DLS Gateway Training and Resources  Finance Best Practices  Financial Management  Local Options Excise  Municipal Governance   Motor Vehicle Excise  Property Taxes and Proposition 2 ½  

Accountant/auditor  Assessor  Clerk  Collector  Treasurer 

Accounting for revenues and expenditures  Analyzing the fiscal health of your community  Budgeting and long-range financial planning  Certifying free cash, retained earnings, excess & deficiency  Collecting taxes and other municipal revenue  Determining property values  Developing the capital plan and managing debt  Issuing motor vehicle excise bills  Issuing property tax bills  Proposition 2 1/2 overrides & exclusions  Reconciling cash and receivables  Tax rate setting 

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