Operating and Capital Budgeting

May 16-18, 2018, 8:30 a.m. – 4:30 p.m.

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Course Description

The adopted budget is one of the most important policy documents that a government has. It communicates a governing board’s initiatives and priorities to both employees and the public, while holding officials accountable for stated revenue and expenditures. A good budget begins with thoughtful planning. This course provides the tools needed to effectively plan and develop this policy document through the collection and incorporation of strategic plans and priorities.

Learning objectives:

  • Understand the various budget types and current reforms
  • Develop and implement a performance management system that is integrated with the organization’s budget
  • Identify strategies to forecast revenues and expenditures
  • Evaluate comparative revenue sources
  • Develop and integrate a capital improvement plan into the budget
  • Understand how to use cost analysis to evaluate projects

This course covers key content tested by GFOA's Operating and Capital Budgeting exam, one of the five exams required for the CPFO certification. Additionally, participants can earn up to 28 CPE credits in finance for this course through the National Association of State Boards of Accountancy (NASBA). For NASBA purposes, it is categorized as an intermediate-level, "group-live" course. At the end of this course, students will receive a certificate of completion for the Operating and Capital Budgeting course. All six courses are required to receive the Center for State and Local Finance's Certificate in Public Financial Management.

Past Faculty and Guest Speakers

Katherine WilloughbyKatherine Willoughby (Course Faculty)
Professor, Department of Public Management and Policy
• 2013 Fellow of the National Academy of Public Administration
• Author of three books on public budgeting
Ken Heaghney (Guest Speaker)
Economist, State of Georgia; Research Professor, Andrew Young School
Keith Lee (Guest Speaker)
Director of Finance, City of Roswell

Have additional questions? Check out CSLF’s frequently asked questions.