Introduction to Local Government Finance
2 upcoming offerings - click here to view registration details
Upcoming Course Offerings
Introduction to Local Government Finance
School of Government
Knapp-Sanders Building, CB #3330
400 South Road
Chapel Hill, NC 27516
August 28 - 31, 2017
$575.00
View Hotel Information
6121 Farrington Rd
Chapel Hill, NC 27517
919.403.8700
- Rate - $89.00
- 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 9, 2017
- Hotel Cancel Policy - 6pm day before arrival
Other Hotels in the area: CHAPEL HILL AREA HOTELS
View Scholarship Information
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, August 1, September 1 and December 1.
View Cancellation Policy
Course participants who cancel their registration on or before August 13, 2017 will receive a full refund. Those who cancel on or before August 20, 2017 will receive a full refund, less a $25 cancellation fee. No refund will be made for cancellations made after August 20, 2017. All cancellations must be submitted in writing, as outlined in the School’s cancellation policy.
Introduction to Local Government Finance
School of Government
Knapp-Sanders Building, CB #3330
400 South Road
Chapel Hill, NC 27516
August 29 - September 1, 2017
$575.00
View Hotel Information
6121 Farrington Rd
Chapel Hill, NC 27517
919.403.8700
- Rate - $89.00
- 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 9, 2017
- Hotel Cancel Policy - 6pm day before arrival
Other Hotels in the area: CHAPEL HILL AREA HOTELS
View Scholarship Information
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, August 1, September 1 and December 1.
View Cancellation Policy
Course participants who cancel their registration on or before August 14, 2017 will receive a full refund. Those who cancel on or before August 21, 2017 will receive a full refund, less a $25 cancellation fee. No refund will be made for cancellations made after August 21, 2017. All cancellations must be submitted in writing, as outlined in the School’s cancellation policy.
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.
Additional files:
Recurring:
This course is offered periodically.
View Scholarship Information
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, August 1, September 1 and December 1.
CPE:
31.00
Certification:
This course satisfies one of the core courses for NCGFOA Certification
Faculty Coordinators
Professor of Public Administration and Government and MPA Program Director
Associate Professor of Public Law and Government and Development Finance Initiative Director
Teaching Professor; Secretary, School of Government Foundation Board of Directors
Track 1 Agenda Link (Mon-Thu, August 28-31, 2017)
Track 2 Agenda Link (Tue-Fri, August 29-September 1, 2017)
Course Materials:
Local Government Finance in Context- Kara Millonzi (Track 1-Monday-9am; Track 2-Tuesday 9am)
- Local Government Finance in Context
Local Government Budget and Fiscal Control Act- Kara Millonzi (Session one-Monday 11:30am; Session two- Tuesday 11:30am)
Materials will be provided in class
Revenues-Kara Millonzi (Track 1-Monday 2:45pm; Track 2-Tuesday 2:45pm)
- Materials will be provided in class
Public Records-Kara Millonzi (Track 1-Monday 4:30pm; Track 2-Tuesday 4:30pm)
- Public Records
Local Government Budgeting-Bill Rivenbark (Track 1-Tuesday 9:00am; Track 2-Wednesday 9:00am)
- Budgeting in Local Government
- Citizen Case
Accounting & Financial Reporting-Greg Allison (Track 1-Tuesday 1:00pm; Track 2-Wednesday 2:45pm)
- Governmental Accounting and Financial Reporting
Property Tax Administration-Chris McLaughlin (Track 1-Tuesday 3:30pm; Track 2-Wednesday 1:00pm)
- Property Tax Administration
- Property Tax Administration Questions
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 10:45am; Track 2-Thursday 10:45am)
- Cash Management, Preaudits, Disbursements
Concurrent Session Counties-Special Issues in County Finance- Kara Millonzi (Track 1-Wednesday 1:45pm; Track 2-Thursday 1:45pm)
- Special Issues in County Finance
Concurrent Session Municipalities-Utilities Finance- Jeff Hughes (Track 1-Wednesday 1:45pm; Track 2-Thursday 1:45pm)
- Introduction to Utility Finance
Revenue Forcasting- Whitney Afonso (Track 1-Wednesday 3:15pm; Track 2-Thursday 3:15pm)
- Revenue Forcasting
- RF Property Taxes
- Revenue Forcasting Exercise
- Revenue Forecasting Excel Sheet
Community Economic Development Finance-Tyler Mulligan (Track 1-Thursday 9:00am; Track 2-Friday 1:45pm)
- Apply for Comm Revitalization Student Projects
- Community Economic Development Flyer
- Maready Analysis Chart - provided in class
- Place-Based Development Incentives
- Conveyance of Property for CED - provided in class
- CED in NC Blog: When May NC LG Pay an Economic Development Incentive?
- Grants for Real Estate Developers without Competition for Jobs - A Constitutional Quandry
- Financing & P3 for Community & Economic Development
Conflicts of Interest-Norma Houston (Track 1-Thursday 10:45am; Track 2-Friday 11:45am)
- Conflicts of Interest & Gifts and Favors in Public Contracting
Purchasing and Contracting- Norma Houston (Track 1-Thursday 12:45pm; Track 2-Friday 9:00am)
- Public Purchasing and Contracting Basic Legal Requirement
- Purchasing and Contracting Worksheet
- Competitive Bidding Exceptions - Does It Qualify?
Knowledge Check- Kara Millonzi (Track 1-Thursday 3:30pm; Track 2-Friday 3:30pm)
- Knowledge Check Handout - provided in class
For questions regarding course details, please contact the program manager.
Faculty Coordinator
For questions regarding course content, please contact the faculty coordinator.
Faculty Coordinator
For questions regarding registration, resetting passwords, or login issues, please contact Registration at registration@sog.unc.edu or 919-966-4414.
Public Officials - Local and State Government Roles
