Trainings

The CFB conducts a variety of training sessions to help campaigns comply with the rules, disclose their financial activity via C-SMART, and navigate the audit process.

All trainings are conducted virtually via Zoom and attendees should expect to receive emails prior to the scheduled training date with instructions on how to join.

Training Requirement 

On November 14, 2024, the Campaign Finance Board approved changes to the Board’s rules which included changes to the CFB’s training requirement. All campaigns running in the 2025 election cycle and future elections must comply with the new training requirement as outlined below.

Per Admin. Code §3-703(15) and Board Rule 2-06, candidates must complete a Compliance training and treasurers must complete both a Compliance and a C-SMART training.

If a candidate is their own treasurer, they must complete both trainings. If there is a change in treasurer, the new treasurer must also complete the required trainings by the required deadline.

As best practice, we highly recommend that any campaign staff assisting with compliance matters and data entry attend CFB trainings.

Deadlines to Complete Training Requirement

Candidates and treasurers must complete their required trainings within 45 days of registering with the CFB or replacing a treasurer in the years preceding the election year; within 30 days of registering or replacing a treasurer in an election year; or by the last day of the reporting period for the next disclosure statement, whichever is later.

To be eligible to receive any public funds payment, the candidate and treasurer must complete the required Compliance and C-SMART trainings no later than 15 business days before the payment date. Refer to the Public Funds Guidance Document for specific deadlines by payment date.

Running in a special election? All special election campaigns must attend a Compliance training specific to the special election cycle within 30 days of registration or by the last day of the reporting period for the next disclosure statement, whichever is later. See Board Rule 15-05 and review the Special Elections page for more information.

Register for a Training

Training registrations close at 11:59 pm the day before the training date. If you have any questions or need to reschedule any training, please email Trainings@nyccfb.info.

American Sign Language interpretation and live captioning services are available for our trainings with advance notice. Please make accessibility requests by emailing Trainings@nyccfb.info or calling (212) 409-1800 at least five business days in advance of the training you would like to attend. All requests will be accommodated to the extent possible.

Training dates and times are subject to change at the discretion of the Candidate Services Unit. If a training is rescheduled or canceled, you will be notified by email.