Introduction to Local Government Finance
This class is full and the waitlist is now closed. This class will be offered again next August.
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.
Holiday Inn Express
6119 Farrington Rd.
Chapel Hill, NC 27517
919.489.7555
A block of rooms has been set up at the newly renovated Holiday Inn Express Chapel Hill with a rate of $84.00. The rate includes a full deluxe hot breakfast and Wi-Fi. To reserve a room online please click the link Intro to Finance. To reserve a room by phone call the hotel at 919-489-7555 and provide the name Group Code "IFI”. To receive the discounted rate reservations must be made no later than August 1, 2019.
Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:
- March 1 (for courses starting between April 1 and June 30)
- June 1 (for courses starting between July 1 and September 30)
- September 1 (for courses starting between October 1 and December 31)
- December 1 (for courses starting between January 1 and March 31)
| CPE | 30.00 hrs |
An emal with your parking pass, a pre class assignemnt and other details was sent out on 9/14. If you did not receive this email, please email Susan Hutchinson at smhutch@sog.unc.edu asap.
**be sure to bring a device like your phone or laptop for a few sessions you will need them in.
**Food and Beverage: Breakfast is not provided during this class. Coffee/juices/sodas, lunch and afternoon snacks are provided
Updated Agendas as of 8/14
Track 1: Agenda: Monday-Thursday August 26-29, 2019 room 2603
Track 2: Agenda: Tuesday-Thursday August 27-30, 2019 room 2601
Materials for Both Track 1 & 2:
Local Government Finance in Context-Kara Millonzi
Local Government Budget and Fiscal Control Act-Kara Millonzi-Will be a handout
Revenues-Kara Millonzi-Will be a handout
Local Government Budgeting-Bill Rivenbark
Property Tax Administration-Chris McLaughlin
Accounting & Financial Reporting-Greg Allison
Capital Finance-Kara Millonzi
Cash Management and Disbursements-Kara Millonzi
Public Records-Kara Millonzi
Revenue Forecasting-Whitney Afonso
Community Economic Development Finance-Tyler Mullligan (ppt loaded 8/28)
Below are supplemental blogs/articles
- Blog Post: When May NC Local Governmemts Pay an Economic Development Incentive
- Blob Post: Cash Grants for Real Estate Developers without Competition for Jobs—A Constitutional Quandary
- Blog Post: Legal and Business Reasons Why Downtown Development Programs Should Involve Secured Loans—Not Grants
- DFI Article: Local Governments: Are You Ready for Opportunity Zone Investors?
Purchasing and Contracting-Norma Houston
Conflict of Interest-Norma Houston
