Membership Information

Membership Information

Why Become a Member of CMTA? 

The California Municipal Treasurers Association was founded in 1958 as a non-profit association. The elected Executive board strives to maintain programs directed toward achieving the following goals of the organization:

  • Promote education
  • Provide opportunities for information networking
  • Improve the quality of service to members and citizens
  • Support the mission, purpose and involvement in the national organization of the United States and Canada
  • Work constructively toward the advancement and improvement of the treasury management profession
  • Promote cooperation between state, county, and local agencies
  • Help certify investment policies of governmental entities through the national organization
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About Us

For over 60 years, the California Municipal Treasurer’s Association (CMTA) has helped California’s local government finance professionals to lead, promote and enhance the fiduciary responsibility and integrity of individuals responsible for public funds.

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, and represent cities, counties and special districts.

How to Get Involved

Become A Member Today! An individual membership provides free access to many of our benefits and reduced pricing on annual conference and dynamic professional development training. Check out the membership benefits listed below and join today!

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 a board member today to find out how you can help CMTA succeed!

Questions?

Contact the CMTA office by email at info@cmta.org or by phone at 916-231-2144 with any questions. 

Membership Benefits

Professional Development / Educational Workshops

CMTA offers educational content through one-day seminars and pre-conference workshops. CMTA partners with CDIAC, the CFA Institute and Fixed Income Academy to offer relevant training.

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Annual Conference

The annual conference is generally held in April, at which we have motivational speakers, timely educational breakout sessions, roundtable discussions and networking opportunities. There are also pre-conference sessions providing in-depth training on various treasury and debt topics.

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Certification Program

Two programs have been established to advance CMTA’s mission to educate treasury and public agency officials by promoting educational programs that provide a consistent, standardized and common body of knowledge.

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Investment Policy Certification

This program provides professional guidance and assistance in developing and/or improving existing investment policies by fellow CMTA members and professionals.

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Legislative Advocacy

Our legislative advocacy group is tracking and setting policy direction that directly impacts how we conduct ourselves in our fiduciary oversight.

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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.

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Members-only Listserv

Connect instantaneously with members across the state to send request for proposals, seek advice on a challenge, and receive consultant recommendations. Check out the CMTA website for more information.

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Annual Membership Directory

Have online access to contact information for all members, including our commercial vendors who are an important resource.

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Become a Member Today!

An individual membership provides free access to many of our benefits and reduced pricing on annual conference and dynamic professional development training.
Join Now
Annual Gold Sponsors
  • CalTRUST
  • Chandler Asset Management
  • Clearwater Analytics
  • FHN Financial & FHN Financial Main Street Advisors
  • Incapital
  • Manufacturers Bank
  • PFM Asset Management LLC

Conference Silver Sponsors

California Municipal Treasurer's Association
700 R Street, Suite 200
Sacramento, CA. 95811
P: 916-231-2144
F: 916-231-2141