Trainings

The CFB conducts a variety of training sessions to help campaigns comply with the rules, disclose their finances via C-SMART, and navigate the post-election audit process. Pick a session from the list below and register online today!

To protect your health and the health of the CFB staff, we are no longer holding training sessions in our office @ 100 Church Street. Instead, we plan to conduct our trainings online and will send invitations by email to registered attendees before each scheduled session below.

If you have any questions or need to reschedule any training, please email candidateservices@nyccfb.info.

5 Borough Tour
Based on campaign feedback, the CFB is launching an initiative called the 5 Borough Tour to expand the training locations to public libraries across New York City. We will be conducting New to the CFB and Compliance in all 5 boroughs. These seminars are open to the public, including potential candidates, treasurers, campaign staff and volunteers. [These have been suspended until further notice due to public health concerns regarding COVID-19.]

In-Office Trainings
In-office trainings are held in the afternoon and evening at the CFB offices located at 100 Church Street, 12th Floor, in lower Manhattan. Class size is limited and late arrivals may not be accepted. A photo ID is required at the security desk in the building lobby. - Individuals that are interested in attending a training in the CFB office must RSVP below. A Candidate Services liaison will confirm your registration prior to the training. [As stated above, these courses are being moved online and will not be held at our office.]

*Please note that a Compliance training must be completed prior to the C-SMART training.

Register for a Training

The training deadline for the 2020 off-year election for Queens Borough President and City Council District 37 is Monday, May 18, 2020.

Session	Date	Location
2021 Compliance and C-SMART	06/04/2020 (12:00 PM - 04:30 PM)	Online via Microsoft Teams
New to the CFB	06/08/2020 (03:00 PM - 04:30 PM)	Online via Microsoft Teams
2021 Compliance and C-SMART	06/17/2020 (12:00 PM - 04:30 PM)	Online via Microsoft Teams
New to the CFB	06/26/2020 (02:00 PM - 03:30 PM)	Online via Microsoft Teams
2021 Compliance Only	06/30/2020 (03:00 PM - 04:30 PM)	Online via Microsoft Teams
2021 C-SMART Only	07/01/2020 (03:00 PM - 04:30 PM)	Online via Microsoft Teams

Running in a special election? All special election campaigns must attend a Compliance training specific to the special election cycle. Review the Special Elections page for more information.

Candidate Consultation

Upon completion of a campaign’s Compliance & C-SMART training requirement and submission of at least one disclosure statement, campaigns have the opportunity to have a formal consultation with their Candidate Services Liaison in person. This is a chance to get organized and understand CFB requirements outside of trainings and regular phone/email correspondence. Liaisons will go over best practices, as well as address compliance practices specific to the campaign.

Compliance

Compliance trainings cover campaign finance laws and CFB rules. The candidate, treasurer, campaign manager or other individual with significant managerial control over a campaign is legally required to attend this training.
Note: Compliance training must be completed prior to C-SMART training.

C-SMART

C-SMART trainings provide an overview of the CFB’s web-based application, which campaigns must use to manage and disclose financial activity. The candidate, treasurer, campaign manager or other individual with significant managerial control over a campaign is legally required to attend this training.

New to the CFB Seminar

The New to the CFB seminar is optional and geared toward first-time candidates and campaign staff. This seminar will provide an overview of some of the expectations and demands of running for city office.
Recommendation: Attend this seminar prior to the mandatory Compliance and C-SMART trainings.

Post-Election

Post-election trainings help campaigns understand the post-election audit process, and more specifically, the Initial Documentation Request. During the training, we review common types of CFB audit findings, make basic recommendations on how to respond, and offer tips to help organize your campaign's response. Attending a post-election training can also expedite the issuance of your campaign's Final Audit Report. Please contact your Candidate Services Liaison for more information.

Webinars

Candidate Services now offers a series of webinars to committees registered with the CFB. Before tuning in, attendees must download the GoToWebinar software or mobile app.

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