Municipal Finance Institute
December 7-8, 2022
Hyatt Regency Monterey
1 Old Golf Course Rd., Monterey, CA
Designed for city officials and staff involved in fiscal planning for municipalities, the Municipal Finance Institute connects finance directors and other municipal finance professionals with the essential information they need for their job.
Call for Proposals
Who Can Submit
How It Works
- Is the topic new and/or critical for city government?
- Will it draw a wide audience?
- Will this issue stimulate action and further important discussion?
- Does the panel reflect the diversity of California cities (north/south, large/small, urban/rural)?
Tips for Successful Proposals
- Think big
- Vary the viewpoint
- Pare down the panel
- Speaker skills matter
- Plan for a crowd
- Try something new
- Interact with the audience
- Fill in the blanks
- Quality counts
Types of Proposals
- Keynote Speaker
Keynote speakers are high-profile and designed to bring everyone together for a general session / and may set the tone of the event. This format permits approximately 45-60 minutes of an engaging presentation by a single speaker. Depending on time restrictions, the presentation may be followed by approximately 15 minutes of questions and answers with the audience or a moderator.
- Panel Discussion
Panels consist of a moderator and a maximum of three speakers who participate in a 60 minute engaging presentation and discussion followed by approximately 15 minutes of questions and answers.
- Speed Sessions
Fifteen minute bursts of information on one topic by one speaker followed by five minutes of questions & answers. Typically, these engaging presentations are based on focused projects or personal experience.
- Facilitated Group Discussion
A 75 minute interactive conversation on a topic led by a single facilitator. You may include a maximum 15 minute presentation on which the issue/concern is framed and, then, guide a discussion among the attendees with prepared questions. At the conclusion of the discussion, the facilitator must spend time summarizing key findings, suggestions, and points.
- Alternative Format
Be creative! If your session does not fit one of the above formats, this is your opportunity to propose something different. Please be sure to provide the time, room setup, and other important details. Alternative formats will be accommodated based on interest level, space, and set-up availability.
Submission Requirements and Review
Successful Proposal Considerations
- Relevance - What are the practical applications of your ideas? Have you included reasoning and documentation to support your conclusions, recommendations and outcomes? Conference attendees prefer presentations focused on outcomes or results. Make the definition and background portions of your presentation brief. Highlight problems encountered, options available, choices made, documented pre- and post-change effects and lessons learned.
- Content expands attendees' knowledge - Will your presentation expand knowledge beyond entry-level basics? Most conference participants are elected officials, appointed officials, and seasoned professionals. In general, direct your presentation to an intermediate or advanced audience.
- Originality - Does your presentation advance existing ideas or present new ideas? Has this material been presented elsewhere? You might apply proven techniques to new problems or identify and apply new approaches, techniques or philosophies. Assess the degree to which an application is a new tool. Avoid highlighting a named product or service…focus instead on the general attributes, benefits and drawbacks of a given application, process or tool.
- Examples - Do you have an appropriate number of examples? Documenting comparative results convinces participants that your ideas have been tested in the real world.
- Timeliness - Will your presentation still be up-to-date and cutting-edge in six to nine months when the conference occurs? Will your topic have implications in the future? How relevant is your topic in the context of pending legislation, regulations and technology?
- Inclusion of good, solid insights - What attendees want to learn is the reality versus the hype, the positive and negative attributes, problems encountered but not often discussed, realistic expectations for the operational use and adaptability to a changing environment. They are searching for guidelines and models to simplify or manage their own application or installation.
- Logical conclusions - Are your conclusions supported by data? Attendees place a high value on supporting data in assessing the value and applicability of presentations. Include adequate and convincing details.
- Identification of outside resources - Have you included sources of information, benchmark data or other examples?
- Avoidance of product/vendor commercial - No commercials and/or proprietary information for particular products, services or vendors are permitted.
- Completeness of proposal - The quality, completeness and accuracy of the proposal will be considered during the session selection process.
- Preferred Speaker Qualifications - Panelists should reflect the diversity of California with a north/south, large/small, urban/rural representation when possible.
- Five or more (5+) years of public presentation experience.
- Two or more (2+) years of experience related to working in or presenting on the topic or idea.
- More than two (2) successful speaking engagements to large audiences at a regional or state level in the past two years.
- Must not pose a conflict of interest with subject/business area or must disclose such information in each speaker bio submitted.
- No commercialism.
To ensure a variety of perspectives, Cal Cities policy limits the number of times an individual, group, business or organization can speak at a single conference. In addition, each panel should have no more than one panelist per city/county, firm, company or organization (exceptions may apply).
- Overall - In the end, you must make your case for the importance of this topic and its relevance to participants.
Registration and Speaker Policy
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