Capital Financing in Local Government

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June 25 - 27, 2024

This course reviews the authorized debt financing and other capital financing options available to local governments in North Carolina. It reviews the legal authority and procedures for each capital financing option (current revenues, savings, special levies, and borrowing money) and discusses common practical and strategic issues. Note that the focus of the course is on state law authority only. It does not address marketing issues related to issuing debt.

Class Details:

FORMAT: This course will be hybrid (meaning you choose EITHER online or in-person but not both)

PREWORK: Participants will be required to complete some pre-work before the course begins

ATTENDANCE REQUIREMENTS/Participat Policy-100 Percent: If you miss one session, you will not be eligible for the course completion certificate- Participants will need to fully attend all sessions and complete all prework on time. Be sure to check your calendars and reschedule work or personal appointments around class time.

MATERIALS: Instructions to access materials and other related items such as PreWork, Zoom and Canvas information will be provided closer to the first day of class

CPE Hours: TBD

CERTIFICATION: This course satisfies a pre-requisite for the NCGFOA Finance Officers Exam. Please click HERE for more information or to sign up for an upcoming exam. You can also find more information HERE. Also see the links on the left side of this page.

AGENDA: Coming spring 2024

FEES: $450

Additional information

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.

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

CPE Credit: Recommended Continuing Professional Education -22 hours

Teaching Methods: Lectures, exercises, and case studies

Advanced Preparation: Pre work to be assigned prior to class

Other Required Courses for NCLGBA Certification:

Budgeting 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

Online
Dates
June 25 - 27, 2024

Agenda coming Summer 2023

Materials: Instructions to access materials and other related items such as pre-work and Canvas information will be provided closer to the first day of class.

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

Dale Zuckert

Assistant Registrar

919.966.4414

registration@sog.unc.edu

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

Susan Hutchinson

Program Manager, Law and Finance Group

919.966.4171

smhutch@sog.unc.edu