Courses

Budgeting in Local Government

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This three-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. 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.

The 2024 offering will be held online via Zoom, and requires viewing several pre-recorded lectures prior to attending class. The live Zoom sessions themselves will be about 3-4 hours each day.
 

Program Topics Include:

  • Local Government Fiscal and Control Act*
  • Tax Efficiency & Equity
  • Economic Development
  • 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

*The Fiscal Control Act session is only for participants who have not attended Introduction to Local Government Finance* 

 

Additional information

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

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

Advanced Preparation: None

Recommended Prerequisites: Introduction to Local Government Finance

Level of Knowledge: Intermediate

CERTIFICATION:

Completion of this course fulfills one of the core course requirements for the Local Government Finance Officers Certification. 
This course is required for the NC Local Government Budget Association Certification. See below for more information. 

Other Required Courses for NCLGBA Certification: 

Capital Financing in Local Government

Performance Measurement in Local Government

Performance Management in Local Government

Practical Analytic Techniques for Local Government 

see the NCLGBA for more information

 

 

Local Government Finance Officers Certification

CPE Credits Pending

CPE27.00 hrs
There currently are no scheduled offerings of this course.

Please fill in the questionnaire below to see if you qualify for any scholarships. Note that some deadlines for scholarships may fall outside of the registration dates of this course.

 

 

All course materials including logistical details are provided in Canvas, a learning management system. Please click the link below for detailed instructions on setting up your Canvas account. If you've already set up an account for this or for another School of Government course, click HERE to log in to Canvas. 

Canvas Instructions 

If you have trouble with your Canvas account, please contact instructionalsupport@sog.unc.edu for help.

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

 

AGENDA : 
The 2024 offering will be held online. Timing and order of sessions is not yet finalized and subject to change.

 

PDF icon Agenda 2024 live session.pdf
For all registration questions, resetting passwords, or login issues please contact:

Dale Zuckert

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

Shannon Morris

Program Manager, Law and Finance Group
Whitney Afonso
Professor of Public Administration and Government
afonso@sog.unc.edu