Budgeting and Financial Planning, Part II: Capital
Planning, Budgeting, and Finance for Local Governments
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
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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
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Duration
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4 days |
Site Information
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School of Government, Knapp-Sanders Building, UNC-Chapel Hill |
course Materials
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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.
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Prerequisites
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No prerequisites or advance preparation required |
Teaching Methods |
Lectures, exercises, and case studies |
Credit
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CPE Credit: Recommended Continuing Professional Education Credit for Certified Public Accountants will be 26 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
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Jack Vogt |
Co-Sponsor
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NC Local Government Budget Association |
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