Local Government Budget, Finance, and Taxation

Budgeting and Financial Planning, Part II: Capital

This workshop provides an overview of the local capital planning, budgeting and finance process. Specific topics addressed include capital improvement planning, identification and prioritization of capital needs, bond ratings, determination of debt capacity, debt and capital financing policies, capital reserves, use of impact fees and other charges to property for capital financing, general obligation bonds, revenue bonds, certificates of participation, role of the Local Government Commission in approving and selling debt, bond counsel, role of financial advisors and investment bankers, capital projects ordinances and other topics

The workshop is intended for city and county managers, finance officers and staff, budget staff, and other local officials who are involved in capital project planning or decision-making. The workshop uses presentations, class discussion, and case studies to address North Carolina laws and the prinicples and recommended practices that are important in capital planning, budgeting and finance

 

Attendees

Knowledge and experience level: The workshop offers intermediate to advanced instruction, presenting concepts and information at a level equivalent to university graduate education. Participants should have at least one and preferably two or more years of experience in local government budgeting, finance, or management

Program

Agenda

Duration

3 days

Site
Information

School of Government, Knapp-Sanders Building, UNC-Chapel Hill

Area Hotel Information 
 

Course Materials

The School of Government will provide a notebook containing instructional materials. In addition, Capital Budgeting and Finance: A Guide for Local Governments (2004) will be used as a reference source for the workshop. The book can be purchased at the School of Government Bookstore or buy going online to: http://shopping.netsuite.com/s.nl/c.433425/it.A/id.74/.f
 

Prerequisites

No prerequisites or advance preparation required

Teaching Methods

Lectures, exercises, and case studies

Credit

CPE Credit: Recommended Continuing Professional Education Credit for Certified Public Accountants will be 27 hours. The School of Government is registered with the NC State Board of CPA Examiners as a sponsor of continuing professional education. Complaints or comments regarding registered sponsors may be addressed to the NC State Board of CPA Examiners, P.O. Box 12827, Raleigh, NC 27605-2827

Certification

Completion of this course fulfills one of the core course requirements for the Local Government Finance Officers' Certification Program

Faculty
Coordinator

Kara Millonzi

Co-Sponsor

NC Local Government Budget Association

Cancellation
Policy

Course participants who cancel their registration on or before November 15, 2010, will receive a full refund. Those who cancel on or before November 22, 2010, will receive a full refund, less a $25 cancellation fee. No refund will be made for cancellations made after November 22, 2010. All cancellations must be submitted in writing, as outlined in the School's cancellation policy.