Capital Financing in Local Government

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:

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

ASSIGNMENTS: Participants will be required to complete assignments between classes

2022 DATES/TIMES: Tuesdays and Thursdays on the following dates. All session times are 9:30am – 11:30am. (Be sure to clear your calendar for these dates/times and check the attendance policy below carefully)

  • September 6 & 8
  • September 13 & 15
  • September 20 & 22
  • September 27 & 29
  • October     4 & 6

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 Zoom sessions and complete all prework on time. Be sure to check your calendars. Do not schedule work or personal appointments during class time. 

ZOOM PREP: The link to join the online Zoom sessions will be provided closer to the first day of class. See below to prepare for the Zoom sessions. Doing this will take care of 90 percent of the Zoom instructions and troubleshooting issues. 

  • Click HERE to download Zoom if you don’t yet have it on your computer. Select the download for “Zoom Client for Meetings”.
  • Click HERE to update to the current version of Zoom. This will ensure you have the most up-to-date features to optimize your online learning experience.
  • Be sure you have a Zoom account created.
  • Your computer should be equipped with a microphone to speak, speakers to hear, and a camera.
  • See your IT department if you need help with any of these Zoom items above.

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: Recommended22 Hours (tentative) 

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 soon 

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 courses required for NCLGBA Certification: 

Budgeting in Local Government 

Performance Measurement in Local Government

Practical Analytic Techniques for Local Government 

see HERE for more information about obtaining the Budget Certification 

 
  • Online
    September 6 - October 6, 2022
    View Cancellation Policy
    Course participants who cancel their registration on or before August 29, 2022 will receive a full refund. No refund will be made for cancellations on or after August 30, 2022, 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.
    $430.00
    Registration and payment for this course grants access for a single attendee. In order to register a group of attendees, please register each person individually. If you have questions, please contact our registration office at registration@sog.unc.edu or 919.966.4414.

Please go ahead and prepare the following: 

Zoom Prep: The link to join the online Zoom sessions will be provided closer to the first day of class. See below to prepare for the Zoom sessions. Doing this will take care of 90 percent of the Zoom instructions and troubleshooting issues. 

  • Click HERE to download Zoom if you don’t yet have it on your computer. Select the download for “Zoom Client for Meetings”.
  • Click HERE to update to the current version of Zoom. This will ensure you have the most up-to-date features to optimize your online learning experience.
  • Be sure you have a Zoom account created.
  • Your computer should be equipped with a microphone to speak, speakers to hear, and a camera.
  • See your IT department if you need help with any of these Zoom items above.

Materials: Instructions to access materials and other related items such as pre-work, Zoom, 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