Introduction to Local Government Finance

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the 2019 class is full and the waitlist is now closed. This class will be offered again August 2020.

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 and there are 2 tracks. Dates will be posted as soon as they are confirmed. Both tracks cover the same topics.

Certification Questions: See the links on the right side of this page for Certification information links.

HOTEL INFORMATION: (For those attendees also in the Clerks Certification, please see that course page for your hotel block information-https://www.sog.unc.edu/courses/clerks-certification-institute )

2019 hotel information is below. 2020 Information will be posted late Spring.

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.

Scholarship Information

Local Government Federal Credit Union

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)

Visit the LGFCU website for more information and to submit an application.

This course satisfies one of the core courses for NCGFOA Certification

CPE

30.00 hrs

There currently are no scheduled offerings of this course.

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

2019 Agendas (for planing purposes). Subject to changes
Track 1: Agenda: Monday-Thursday August 26-29, 2019 room 2603

Track 2: Agenda: Tuesday-Thursday August 27-30, 2019 room 2601

2019 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

Purchasing and Contracting-Norma Houston

Conflict of Interest-Norma Houston

For all registration questions, resetting passwords, or login issues please contact:

Dale Zuckert

Assistant Registrar, Registration and Client Services Group

919.966.4414

registration@sog.unc.edu

For questions regarding course details, including location, schedule, materials, and continuing education credits, please contact:

Charmain Cale

Program Manager, Local and State Government Group

919.966.4157

cale@sog.unc.edu

Lead Faculty

Kara A. Millonzi

Robert W. Bradshaw Jr. Distinguished Professor of Public Law and Government

millonzi@sog.unc.edu