State Budget Preparation
The Department of Finance is conducting departmental budget training regarding the 2026-27 Budget process. You can enroll for this training via this webpage (see registration link below).
Who May Attend
State of California departmental staff directly involved in the budget process, including the preparation and/or submission of budget documents. Successful registration requires a valid state department email account. Enrollment may require departmental budget officer approval to attend. It is up to each department and their respective policy whether their staff can sign up without obtaining approval prior to registering.
Budget Process Training
Two types of technical training are being offered: 1) standard training (considered a refresher course for staff that have been involved in the budget process for three or more cycles), and 2) training for new analysts (highly recommended for budget staff with less than 3 years of experience with the annual budget process). All sessions will cover the following topics:
- Budgeting Resources
- General Treatment of Revenues and Expenditures
- Tips for Uploading Templates into Hyperion
- Fund Condition Statements/Past-Year Reconciliation
- Salaries and Wages Publication
- Budget Galley Review and Validation
This training will not focus on how to use Hyperion (FI$Cal’s budgeting application), nor is it a hands-on training. For assistance using Hyperion, please access Hyperion training resources in FI$Cal’s ServiceNow and in the FI$Cal Learning Center or contact your Finance Budget Analyst.
Prerequisites
Prior to attending, please review current Budget Letters located on the Finance website. Recording or AI notetaking is not allowed for this training due to the confidential nature of budget preparation materials.
Dates and Location
Sessions are available in August 2025. To view specific dates, please begin the enrollment process (near the bottom of this web page.) Classes will be held via web conferencing software. Details will be provided to verified registrants only.
Enrollment
Immediately after registering for training, you will receive an email confirming course enrollment. If you have questions related to enrollment, please email BudgetQuestions@dof.ca.gov.
Training Materials
If you are unable to attend this training, you may obtain self-paced training from the Budget Process Training Guide on the FI$Cal Resources page. For specific technical budget questions, departmental analysts may send an email to BudgetQuestions@dof.ca.gov.
Training for Fiscal and Accounting Officers
The Fiscal Systems and Consulting Unit (FSCU) provides training for the State Fund Accounting Course, Cash Management Improvement Act, Pro Rata, Statewide Cost Allocation Plan (SWCAP), and Indirect Cost Rate Proposal (ICRP). Visit the Consulting and Training page for additional information.