Budgeting in Local Government

  • Online, NC
Bill Rivenbark
Completion of this course fulfills one of the core course requirements for the Local Government Finance Officers Certification Program. City and county managers, finance officers and staff, budget administrators and analysts, and others who have responsibilities for annual budget preparation will benefit from this course.
 
Due to continuing concerns regarding COVID-19, the November 2020 offering of Budgeting in Local Government will be offered ONLINE. There will be a combination of pre-recorded sessions and live session via Zoom.  Please see the Agenda under the Materials tab for more information. 

This four-day course covers the legal and management framework of budget preparation and enactment in North Carolina local government.  Participants will discuss the numerous processes and techniques used to produce an annual operating budget and capital budget.

Program Topics:

  • Local Government Fiscal and Control Act*
  • Tax Efficiency & Equity
  • Economic Development
  • Revenue Forecasting
  • Resource Allocation
  • Fund Balance
  • Citizen Engagement
  • Capital Improvement Program
  • Financial Condition Analysis
  • Budget Presentation
  • Revenue-Neutral Property Tax Rate
  • Budget Award & Course Evaluation
  • Budgeting for Schools and Human Services
  • Budgeting for Enterprises

*Only for participants who have not attended Introduction to Local Government Finance

Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

  • March 1 (for courses starting between April 1 and June 30)
  • June 1 (for courses starting between July 1 and September 30)
  • September 1 (for courses starting between October 1 and December 31)
  • December 1 (for courses starting between January 1 and March 31)

Additional information

Instructors: School of Government faculty members, NCACC staff, and experienced local government officials.

Teaching Methods: Lectures, class discussions, case studies and referral to actual experiences as teaching methods.

Advanced Preparation: None

Prerequisites: Introduction to Local Government Finance or permission from Faculty Coordinator.

Level of Knowledge: Intermediate

Local Government Finance Officers Certification
CPE27.00 hrs
  • Online, NC
    November 10 - 13, 2020
    UNC School of Government
    Online
    Online, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before November 02, 2020 will receive a full refund. No refund will be made for cancellations on or after November 03, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    $575.00

 

 

All course materials to be posted here prior to the start of the course. No hard copy will be provided unless directed by the instructor. 


2019 AGENDA

Local Government Budget & Fiscal Control ActWilliam C. Rivenbark

Tax Efficiency & EquityWhitney Afonso

Performance ManagementWilliam C. Rivenbark

Economic DevelopmentJonathan Morgan

Revenue ForecastingDale J. Roenigk
Revenue Estimation Budget Spreadsheet

Resource AllocationBertha Johnson

Counties: Budgeting for Schools and Human ServicesPaige Worsham

Municipalities: Budgeting for Enterprises, Jeffrey Hughes and Shadi Eskaf

Fund BalanceSharon Edmundson
Revised Handouts

Citizen EngagementWhitney Afonso

Understanding the Role of Elected OfficialsPatrice Roesler

Capital Improvement ProgramRenee Paschal

Financial Condition AnalysisWilliam C. Rivenbark and Dale Roenigk

Budget PresentationEric Peterson

Revenue-Neutral Property Tax RateChris McLaughlin

Participants will also receive a copy of the Budgeting in NC Local Governments textbook.  

 

For all registration questions, resetting passwords, or login issues please contact:

Dale Zuckert

Assistant Registrar, Registration and Client Services Group
919.966.4414
For questions regarding course details, including location, schedule, materials, and continuing education credits, please contact:

Alycia Inserra

Program Management Team Lead, Local and State Government Group
919.843.7736
Associate Professor of Public Administration and Government