Capital Financing in Local Government

  • Chapel Hill, NC

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 class will be held fully in-person with no opportunity to attend any sessions virtually

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

ASSIGNMENTS: Participants will be required to complete assignments between classes

ATTENDANCE REQUIREMENTS/Participation 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 onsite sessions, and complete all prework on time. Be sure to check your calendars. Do not schedule work or personal appointments during 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: RecommendedTBD

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 Summer 2023

FEES: 2022 fee was $425. Expect an increase due to moving to in-person. The 2023 fee will be posted late spring. Registration will open late spring/early summer 

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

 

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

Susan Hutchinson

Program Manager, Local and State Government Group
919.966.4171