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, August 1, September 1 and December 1.
This course satisfies one of the core courses for NCGFOA Certification
CPE30.00 hrs

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 Budget and Fiscal Control Act- Kara Millonzi (Session one-Monday 11:30am; Session two- Tuesday 11:30am)

Revenues-Kara Millonzi (Track 1-Monday 2:45pm; Track 2-Tuesday 2:45pm)

Local Government Budgeting-Bill Rivenbark (Track 1-Tuesday 9:00am; Track 2-Wednesday 9:00am)

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

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

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

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

Concurrent Session Counties-Special Issues in County Finance- Kara Millonzi (Track 1-Wednesday 1:45pm; Track 2-Thursday 1:45pm)

  • Materials will be provided online after presentation

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

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 1:45pm)

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

Purchasing and Contracting- Norma Houston (Track 1-Thursday 12:45pm; Track 2-Friday 9:00am)

Knowledge Check- Kara Millonzi (Track 1-Thursday 3:30pm; Track 2-Friday 3:30pm)

  • 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