Trainings

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. 

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.]

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.

Statement Review

The Statement Review training is designed to help your campaign understand the pre-election audit process and, more specifically, how to respond to statement reviews. Statement reviews are sent to your campaign after each disclosure statement and are opportunities to correct compliance issues, reporting discrepancies, and invalid matching claims that can affect your campaign’s compliance and potential public funds payments. In this optional training, we will go over the various compliance reports included in a statement review, how to address common Invalid Matching Claims (IMC) codes, and the components of submitting a timely and complete statement review response to the CFB.

Note: Attend this seminar only if you are registered with the CFB and have submitted a disclosure statement.