Introduction to Local Government Finance

This introductory course provides basic instruction in local government and public authority finance and financial management. Areas of instruction include the basic legal authority and requirements governing local government revenues, budgeting processes, cash management, purchasing and contracting, expenditure control, conflicts of interest, fund accounting and financial reporting. The course also provides an overview of the state and local economic issues that inform strategic budgeting decisions.

Course Information: This 4 day course takes place annually in the fall. 
 
Certification Questions: See the links on the right side of this page for the information you need to know. 
The Local Government Federal Credit Union offers scholarships to local government employees to apply towards tuition for conferences, classes, and seminars offered by the School of Government. There are five deadlines to submit applications: March 1, June 1, September 1 and December 1.
This course satisfies one of the core courses for NCGFOA Certification
CPE30.00 hrs
  • Chapel Hill, NC
    August 27 - 30, 2018
    UNC School of Government
    400 South Rd
    Knapp Sanders Bldg.
    Chapel Hill, NC 27599
    View Scholarship Information
    The Local Government Federal Credit Union offers scholarships to local government employees to apply towards tuition for conferences, classes, and seminars offered by the School of Government. There are five deadlines to submit applications: March 1, June 1, September 1 and December 1.
    View Cancellation Policy
    Course participants who cancel their registration on or before August 19, 2018 will receive a full refund. No refund will be made for cancellations made after August 20, 2018 now you will instead now recieve credit for the course. You can review the updated policy here at the School’s cancellation policy.
    View Hotel Information

    Hampton Inn & Suites
    6121 Farrington Rd
    Chapel Hill, NC 27517
    919.403.8700

    • Rate - $94.00
    • Booking Code to Use – LGF
    • To reserve a room by phone call the hotel @ 919 403 8700, press 0 and provide the name "Name"
    • Free Parking, WiFi and Buffet Breakfast 
    • Deadline to book - August 10, 2018
    • Hotel Cancel Policy - 6pm day before arrival

    Holiday Inn Express
    6121 Farrington Rd
    Chapel HIll, NC 27517
    919.489.7555

    • Rate - $89.00
    • Booking Code to Use – LGF
    • To reserve a room by phone call the hotel @ 919 489.7555 press 0 and provide the name Local Government Purchasing.
    • Free Parking, WiFi and Buffet Breakfast 
    • Deadline to book - August 10, 2018
    • Hotel Cancel Policy - 6pm day before arrival

    Other Hotels in the area: CHAPEL HILL AREA HOTELS

     

    Introduction to Local Government Finance Track I

    August 27-30, 2018

    $575.00
  • Chapel Hill, NC
    August 28 - 31, 2018
    School of Government
    Knapp-Sanders Bldg., CB #3330
    400 South Road
    Chapel Hill, NC 27516
    View Scholarship Information
    The Local Government Federal Credit Union offers scholarships to local government employees to apply towards tuition for conferences, classes, and seminars offered by the School of Government. There are five deadlines to submit applications: March 1, June 1, September 1 and December 1.
    View Cancellation Policy
    Course participants who cancel their registration on or before August 20, 2018 will receive a full refund. No refund will be made for cancellations made after August 21, 2018 now you will instead now recieve credit for the course. You can review the updated policy here at the School’s cancellation policy.
    View Hotel Information

    Hampton Inn & Suites
    6121 Farrington Rd
    Chapel Hill, NC 27517
    919.403.8700

    • Rate - $94.00
    • Booking Code to Use – LGF
    • To reserve a room by phone call the hotel @ 919 403 8700, press 0 and provide the name "Name"
    • Free Parking, WiFi and Buffet Breakfast 
    • Deadline to book - August 10, 2018
    • Hotel Cancel Policy - 6pm day before arrival

    Holiday Inn Express
    6121 Farrington Rd
    Chapel HIll, NC 27517
    919.489.7555

    • Rate - $89.00
    • Booking Code to Use – LGF
    • To reserve a room by phone call the hotel @ 919 489.7555 press 0 and provide the name Local Government Purchasing.
    • Free Parking, WiFi and Buffet Breakfast 
    • Deadline to book - August 10, 2018
    • Hotel Cancel Policy - 6pm day before arrival

    Other Hotels in the area: CHAPEL HILL AREA HOTELS

    Introduction to Local Government Finance Track II

    August 28-31, 2018

    $575.00

Track 1 Agenda Link (Mon-Thu, August 27-30, 2018)

Track 2 Agenda Link (Tue-Fri, August 28-31, 2018)

Course Materials: 

Local Government Finance in Context- Kara Millonzi (Track 1-Monday-10am; Track 2-Tuesday 10am) 

  • Local Government Finance in Context

Local Government Budget and Fiscal Control Act- Kara Millonzi (Track 1-Monday 11:15am; Track 2-Tuesday 1:15am)

  • LGBFCA Master

Revenues-Kara Millonzi (Track 1-Monday 3:30pm; Track 2-Tuesday 3:30pm)

  • Revenues Master

Purchasing and Contracting- Norma Houston (Track 1-Tuesday 9:00am; Track 2-Wednesday 8:30am)

  • Public Purchasing and Contracting Basic Legal Requirement
  • Purchasing and Contracting Worksheet - provided in class
  • Competitive Bidding Exceptions - Does It Qualify? - provided in class

Property Tax Administration-Chris McLaughlin (Track 1-Tuesday 1:00pm; Track 2-Wednesday 1:00pm)

  • The Property Tax
  • Property Tax Administration Questions - provided in class

Accounting & Financial Reporting-Greg Allison (Track 1-Tuesday 2:45pm; Track 2-Wednesday 2:45pm)

  • Governmental Accounting and Financial Reporting

Capital Finance-Kara Millonzi (Track 1-Wednesday 9:00am; Track 2-Thursday 9:00am)

  • Funding Capital Projects

Cash Management and Disbursements- Kara Millonzi (Track 1-Wednesday 11:15am; Track 2-Thursday 11:15am)

  • Cash Management, Preaudits, Disbursements

Concurrent Session Counties-Special Issues in County Finance- Kara Millonzi (Track 1-Wednesday 2:30pm; Track 2-Thursday 2:30pm)

  • Materials will be provided online after presentation

Concurrent Session Municipalities-Utilities Finance- Jeff Hughes (Track 1-Wednesday 2:30pm; Track 2-Thursday 2:30pm)

  • Introduction to Utility Finance

Revenue Forcasting- Whitney Afonso (Track 1-Wednesday 4:00pm; Track 2-Thursday 4:00pm)

  • Revenue Forcasting
  • RF Property Taxes - provided in class
  • Revenue Forcasting Exercise - provided in class

Community Economic Development Finance-Tyler Mulligan (Track 1-Thursday 9:00am; Track 2-Friday 1:00pm)

Conflicts of Interest-Norma Houston (Track 1-Thursday 10:45am; Track 2-Friday 11:45am)

  • Conflicts of Interest & Gifts and Favors in Public Contracting

Local Government Budgeting-Bill Rivenbark (Track 1-Thursday 12:45pm; Track 2-Friday 9:00am)

  • Budgeting in Local Government
  • Citizen Case - provided in class

Knowledge Check- Kara Millonzi (Track 1-Thursday 4:00pm; Track 2-Friday 2:45pm)

  • Knowledge Check Handout - provided in 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:

Jo Ann Brewer

Program Manager
919.966.4197