Government Finance Officers Association 3RD ANNUAL BETTER BUDGETING WEB-STREAM SERIES NEW! Three-Part Series Each course is a separate topic and stand-alone training session. Attend 1, 2, or all 3 courses! Participate in all three webinars and earn 4 CPE Credits Creating a Budget Aligned with Community Priorities October 4, 2018 November 29, 2018 (encore presentation) 2:00 3:00 p.m. (Eastern) 1 CPE credit (based on a 50-minute hour) Budget Monitoring October 11, 2018 December 4, 2018 (encore presentation) 2:00 3:00 p.m. (Eastern) 1 CPE credit (based on a 50-minute hour) Building a Better Budget Office October 25, 2018 December 18, 2018 (encore presentation) 2:00 3:40 p.m. (Eastern) 2 CPE credits (based on a 50-minute hour)
3RD ANNUAL BETTER BUDGETING WEB-STREAM SERIES 1. Creating a Budget Aligned with Community Priorities: An organization s budget needs to reflect the priorities of the community. This session will focus not only on the importance of identifying community priorities, but HOW to actually create a process that does this. The session will provide practical tips from the finance officer or budget officer s perspective on implementing this key change with departments, elected officials, and the public. 2. Budget Monitoring: Budget monitoring is more than just tracking actual spending. Governments should also monitor progress towards results and create an environment of proactive response to mitigate issues before they become damaging. 3. Building a Better Budget Office: While every government has a budget, all take different approaches to creating the budget or organizing the budget function. This session will explore and debate the best way to set up and manage the budget office for a variety of different sizes and types of government. Note: Each course is a separate topic and stand-alone training session. Attend 1, 2, or all 3 courses! SIGN UP TODAY REGISTER FOR AN INDIVIDUAL COURSE OR THE SERIES ONLINE at www.gfoa.org (group discounts cannot be applied to online registrations) SCAN AND E-MAIL the registration form to training@gfoa.org FAX the registration form to 312.977.4806 MAIL the registration form to GFOA, 203 N. LaSalle St., Suite 2700 Chicago, IL 60601-1210 * Early and group discounts are available. GFOA s Third Annual Better Budgeting Series offers three separate web-stream training sessions focused on critical budgeting issues for any local government using the latest video and audio-streaming technology so you can train from the comfort of your home or office. The training will feature GFOA s best practices that help organizations allocate resources, track spending and hold staff accountable, and communicate how to leverage different staff roles to build an effective budget office (or budget function). With each training speakers will discuss implementation strategies, lessons learned, case study examples, and their opinions on how best to apply these to your government. Participate in interactive exercises to test your knowledge of the material being presented. Enjoy all the benefits of the highest quality continuing professional education without the time and expense of travel. Register for all three training sessions and save! 1. Creating a Budget Aligned with Community Priorities October 4, 2018 November 29, 2018 (encore presentation) 2:00 3:00 p.m. (Eastern) 1 CPE credit (based on a 50-minute hour) Web-streaming event Level: Intermediate Field of Study: Finance Prerequisite: Working knowledge of public-sector budgeting processes and the importance of citizen participation. Registration Fee: See the Registration page in this brochure. INSTRUCTORS John Adams, Finance Director/Treasurer, City of Thousand Oaks, California Pamela DuBois, Senior Deputy County Manager, Cabarrus County, North Carolina Scott Huizenga, Budget Officer, City of Kansas City, Missouri Brent Sakaida, Budget Officer, City of Thousand Oaks, California Moderator: Mike Mucha, Deputy Director and Director of Research and Consulting, Government Finance Officers Association, Chicago, Illinois WHO WILL BENEFIT: This training is intended for budget staff, finance officers, city/county managers, elected officials, and others involved with helping to define priorities for the organization or coordinate an effective budget process. PROGRAM DESCRIPTION: In its simplest form, a budget is a plan of allocating resources to meet goals. Best practice in developing a budget requires that organizations first identify priorities, establish goals, consider performance data, and create a process for decision making that will align spending to best achieve results. However, for anyone that has ever been through a government budget process, this is much easier said than done. This session will provide practical guidance for governments looking to improve their budget by more closely aligning the budget to community priorities. Speakers will discuss how to best engage the public in a priority setting, which methods of citizen participation are most effective, how to structure programs to align with priorities, tools to help decision makers consider priorities, how to best evaluate if outcomes are being achieved, and how to communicate key budget messages with elected officials, departments, and the public. SEMINAR OBJECTIVES: Those who successfully complete this seminar should be able to: Use different citizen participation strategies to obtain input on community priorities Define priorities in a way that facilitates good budgeting Identify key components of a budget process that are essential for facilitating resource alignment with community priorities Communicate to department staff how to develop budget proposals that align with community priorities Use different tools for helping with decision making Effectively communicate budget decisions with the public and other key stakeholders
3RD ANNUAL BETTER BUDGETING WEB-STREAM SERIES 2. Budget Monitoring October 11, 2018 December 4, 2018 (encore presentation) 2:00 3:00 p.m. (Eastern) 1 CPE credit (based on a 50-minute hour) Web-streaming event Level: Intermediate Field of Study: Finance Prerequisite: Working knowledge of public-sector budgeting processes from role of budget analyst, budget manager, department head, chief executive, or policy maker. Registration Fee: See the Registration page in this brochure. INSTRUCTORS Pamela DuBois, Senior Deputy County Manager, Cabarrus County, North Carolina John Gross, Finance Director/CFO, City of Long Beach, California Scott Huizenga, Budget Officer, City of Kansas City, Missouri Moderator: Mike Mucha, Deputy Director and Director of Research and Consulting, Government Finance Officers Association, Chicago, Illinois WHO WILL BENEFIT: This training is intended for all participants in a government s budget process. Instructors will discuss and debate current trends, best practices, implementation strategies, and lessons learned for governments of all sizes and types. PROGRAM DESCRIPTION: Budget monitoring is crucial for stakeholders across an entire organization to be able to enforce accountability related to both spending and service objectives. GFOA s new best practice statement on budget monitoring recommends that all governments establish a formal set of processes for comparing budget to actual results to monitor performance. This session will explain how to implement a system of monitoring and how to organize necessary stakeholders in the process. Speakers will discuss essential components of effective budget monitoring and how to best involve budget staff, executives, department managers, program staff, and others in monitoring efforts. The session will also answer frequently asked questions related to common budget monitoring practices including: What is the most effective level of detail for budget monitoring? How frequently do you monitor? How to handle budget adjustments? How to deal with departments that routinely overspend? How to use your ERP system to help monitor? What report format is best for communicating? SEMINAR OBJECTIVES: Those who successfully complete this seminar should be able to: Understand the importance of tracking both program activity/results and expenses Determine the optimal frequency and level of detail for budget monitoring Involve department staff in overall budget monitoring efforts and hold them accountable Develop a process for proactive response that identifies issues and allows for corrective change Create reports and other tools that communicates key budget information throughout the year 3. Building a Better Budget Office October 25, 2018 December 18, 2018 (encore presentation) 2:00 3:40 p.m. (Eastern) 2 CPE credits (based on a 50-minute hour) Web-streaming event Level: Intermediate Field of Study: Finance Prerequisite: Working knowledge of public-sector budgeting processes and other tasks typically carried out by budget office staff. Registration Fee: See the Registration page in this brochure. INSTRUCTORS John Adams, Finance Director/Treasurer, City of Thousand Oaks, California Pamela DuBois, Senior Deputy County Manager, Cabarrus County, North Carolina John Gross, Finance Director/CFO, City of Long Beach, California Scott Huizenga, Budget Officer, City of Kansas City, Missouri Brent Sakaida, Budget Officer, City of Thousand Oaks, California Moderator: Mike Mucha, Deputy Director and Director of Research and Consulting, Government Finance Officers Association, Chicago, Illinois WHO WILL BENEFIT: Budget staff, finance officers, city/county managers, and others with an interest for improving the effectiveness of the budget office and the value it has to the organization. PROGRAM DESCRIPTION: The budget office can take on many forms depending on the size, type, history, or culture of an organization. In most organizations, the budget office or the individuals responsible for the budget function also perform many other tasks. This session will feature speakers from a variety of organizations to discuss and debate how to build an effective budget function. Questions for discussion will include: What role does the budget office play in an organization? Does an organization really need a separate budget office? Where is the most appropriate place to put a budget office in a government organization structure? How many staff is optimal? What other roles should the budget staff provide in addition to coordinating the budget process? What level of involvement should the budget office have in related processes like strategic planning, citizen participation, CIP development, performance management, and program evaluation? What type of skillsets/positions are needed within a budget office? How can we improve the performance of the budget office and staff within it? SEMINAR OBJECTIVES: Those who successfully complete this seminar should be able to: Understand how different organizations approach the budget function Determine how to improve the structure of your budget office (or budget function) Identify the key functions that are performed by the budget office Understand the pros and cons for locating the budget office in different places in the organization Learn the roles the budget office staff can serve outside of the typical budget process REGISTER EARLY AND SAVE! TAKE ADVANTAGE OF GROUP DISCOUNTS.
REGISTER NOW AND SAVE! REGISTER FOR THE THREE-PART SERIES EARLY REGISTRATION FEES Postmarked and paid by September 28, 2018, for the first three offerings or by November 19, 2018, for the encore presentations The following fees are PER PERSON/INDIVIDUAL REGISTRANT. Active Government Member: $135 Member Private Sector: $189 Non-member Government: $229 Non-member Private Sector: $270 FULL REGISTRATION FEES Postmarked and paid after September 28, 2018, for the first three offerings or after November 19, 2018, for the encore presentations The following fees are PER PERSON/INDIVIDUAL REGISTRANT. Active Government Member: $189 Member Private Sector: $245 Non-member Government: $285 Non-member Private Sector: $325 INDIVIDUAL COURSE EARLY REGISTRATION FEES Postmarked and paid by September 28, 2018, for the first three offerings or by November 19, 2018, for the encore presentations The following fees are PER PERSON/INDIVIDUAL REGISTRANT. Active Government Member: $50 Member Private Sector: $70 Non-member Government: $85 Non-member Private Sector: $100 FULL REGISTRATION FEES Postmarked and paid after September 28, 2018, for the first three offerings or after November 19, 2018, for the encore presentations The following fees are PER PERSON/INDIVIDUAL REGISTRANT. Active Government Member: $70 Member Private Sector: $90 Non-member Government: $105 Non-member Private Sector: $120 IMPORTANT ACTION DATES You will receive instructions two days before each program date from announcements@gfoa.org on how to access the presentation and a link to the program. Watch GFOA s website for information on how to test the technology that will be used prior to the event. The presentation times are listed in Eastern. Please adjust to your local time zone. All individuals, whether in a group setting or on their own, must be registered to view the program. GROUP DISCOUNTS Registration fee is per person. Group discounts are available. Register and pay for 3 to 9 participants and receive 10 percent off the total cost of the registrations. Register and pay for 10 or more participants and receive 15 percent off the total cost of the registrations. To qualify for the group discount, registrations must be submitted together. Individual registrations submitted separately or after the original group is submitted will not qualify for the group discount. 100+ PEOPLE? Call GFOA at 312-977-9700 for special pricing or e-mail training@gfoa.org. SAVE WITH GFOA MEMBER PRICING! GFOA members receive a discount on all GFOA training events. Not a member? Join now and receive $25 off your registration fee with a paid new membership. Add the new membership fee directly to the registration form. Visit www.gfoa.org to view the fee schedule. For questions, please e-mail membership@gfoa.org. FOR FURTHER STUDY, PARTICIPANTS ARE ENCOURAGED TO BECOME FAMILIAR WITH THE FOLLOWING COMPLIMENTARY RESOURCES: GFOA Budgeting Best Practices (www.gfoa.org/best-practices) NACSLB: Recommended Budget Practices: A Framework for Improved State and Local Government Budgeting (www.gfoa.org/services/nacslb) GFOA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. National Registry of CPE Sponsors 150 4th Ave. N., Suite 700 Nashville, TN 37219-2417 www.nasba.org
REGISTRATION FORM To include additional participants, please e-mail an Excel sheet to training@gfoa.org that includes the following information for each registrant: name, title, organization, and e-mail address. To download a group template to submit, go to www.gfoa.org. (Group discounts cannot be applied to online registrations.) PROGRAM INFORMATION (PLEASE CHECK ONE) THREE-PART SERIES Creating a Budget Aligned with Community Priorities, October 4, 2018 Budget Monitoring, October 11, 2018 Building a Better Budget Office, October 25, 2018 INDIVIDUAL COURSE Creating a Budget Aligned with Community Priorities, October 4, 2018 Budget Monitoring, October 11, 2018 Building a Better Budget Office, October 25, 2018 Check here if you are faxing this form. Fax accepted only with credit card payment or purchase orders. If faxing, do not mail the original. Please print or type (or register online at www.gfoa.org). Name: Title: Employer: Address: City: State/Province: Zip/Postal Code: Telephone: Fax: E-mail (mandatory): GFOA Membership # (if available): Check box to indicate if you are substituting for an active member. Active Member #: Active Member Name: REGISTRATION FEES All fees must be paid in full before the event date. Registration fee is per person, not per group. THREE-PART SERIES (ENCORE PRESENTATION) Creating a Budget Aligned with Community Priorities, November 29, 2018 Budget Monitoring, December 4, 2018 Building a Better Budget Office, December 18, 2018 PAYMENT INFORMATION (PLEASE CHECK ONE) Fees must be paid in U.S. dollars by check, credit card, or purchase order. Please do not submit duplicate copies. Payment by credit card. Scan and e-mail this form to training@gfoa.org; fax to (312) 977-4806; or send to GFOA 203 N. LaSalle St., Suite 2700 Chicago, IL 60601-1210 Amex Discover MasterCard VISA INDIVIDUAL COURSE (ENCORE PRESENTATION) Creating a Budget Aligned with Community Priorities, November 29, 2018 Budget Monitoring, December 4, 2018 Building a Better Budget Office, December 18, 2018 Seminar Fees Total $ 10% discount for (3+) group New member fee: Visit www.gfoa.org or call GFOA at (312) 977-9700 for fee Discount for paid new member ($25.00) Payment by check. Make payable to Government Finance Officers Association Send to: GFOA 203 N. LaSalle St. Suite 2700 Chicago, IL 60601-1210 REGISTRATION TOTAL Bill Me. Scan and e-mail this form to training@gfoa.org or fax to (312) 977-4806. You must include a purchase order number. Payment must be received for all registrations prior to the event date. P.O. No: GFOA Tax ID Number: 36-2167796 Name on Card: Account Number: Exp. Date: / (Mandatory) Signature: A copy of the invoice will be sent as a PDF attachment via e-mail from training@gfoa.org. Please add this address to your allowed senders list. PLEASE NOTE: Cancellation Requests: All cancellation requests must be made in writing to GFOA. All cancellations received five business days before the event date will incur a $20 administrative fee. No refunds will be issued after that date. Date changes: All requests for course date changes made within 7 days of the course start date will incur a $25 transfer fee. Substitutions (government entities only): A one-for-one substitution of a nonmember for an active member is allowed. If your organization has a current GFOA member on staff who is not participating in these training seminars, a nonmember may attend in his/her place at the member rate. You must provide the member number and/or name of the GFOA member on the registration form. Inquiries: For information regarding administrative policies such as complaints or refunds, please contact GFOA at training@gfoa.org or at 312-977-9700. All individuals, whether in a group setting or on their own, must be registered to view the program.
TECHNICAL REQUIREMENTS Browser Test Go to http://events.commpartners.com/ webcasts/browsertestor/ at any time. HARDWARE REQUIREMENTS Component Processor (CPU) RAM Monitor and Video Card Internet Connection Minimum Requirements 2.0 GHz or faster 512 MB of RAM (1GB recommended) 64k color We recommend viewing the presentation on a wired internet connection with a minimum connection speed of 2 Mbps. Please contact your IT department and notify them you will be streaming both audio and video and to allow for enough bandwidth usage during that period of time. SOFTWARE REQUIREMENTS Component Operating System Browser Version Minimum Requirements Window XP or later, Mac OS X 10.5 or later IE 10 or later, Firefox 3.0 or later, Safari 3.0 or later, Google Chrome IMPORTANT Watch www.gfoa.org for updates on tools and demonstrations to help make this year s streaming event run as smoothly as possible. OTHER RECOMMENDATIONS High bandwidth is recommended and will ensure you can view the web-streaming event without delay and the picture/sound coming and going. We recommend having a wired internet connection with a minimum connection speed of 2 Mbps. It is recommended that you use a PC with Windows and Internet Explorer 10 or higher. If you are using a Mac, please use the Safari web browser with a high speed/broadband internet connection. Make sure you have pop-ups disabled in your internet browser settings. WiFi is not recommended. The problem with WiFi is that the signal strength can vary, causing bandwidth to increase and decrease. We recommend using a wired connection. A wired connection gives a consistent signal and consistent bandwidth. A wired connection provides a better experience. It is better for organizations with low bandwidth to only have the session running on 1 computer in a conference room than to have 10 individual people running the session on 10 computers at their desks. Audio (sound) is projected through your computer speakers. Be sure your computer is equipped with speakers so you can hear the presenters. CONNECT WITH GFOA Government Finance Officers Association (GFOA) @GFOA (#GFOA and #GFOA2019) @GFOAJobs @chrisgfoa GFOA of the US & Canada GFOA Members Group 203 North LaSalle Street, Suite 2700 Chicago, Illinois 60601-1210 312.977.9700 fax 312.977.4806 www.gfoa.org #GFOA
Become a GFOA Member RESOURCE EDUCATOR FACILITATOR ADVOCATE JOIN TODAY! Visit gfoa.org to read about member benefits and download an application #GFOA