internatl gov finance officers seminar

MARCH 2008

T R A I N I N G S E M I N A R S

S E M I N A R S C H E D U L E

March 10 Evaluating Internal Controls

March 10 Disaster Planning for Finance Officers

March 11-12Treasury Management and Banking Services

March 11-12Revenue Forecasting and Analysis

March 11-13 Intermediate Governmental Accounting

March 13-14 Introduction to Performance Measurement and Management

>>>Additional training offered by the GFOA:

Internet Training March 19 What Every Finance Professional Needs to Know about Internal Control

G R O U P - L I V E C O U R S E

N A T I O N A L

N E W O R L E A N S , L O U I S I A N A

New Orleans >

Register and Purchase

Publications Online

at www.gfoa.org

March 2008 > New Orleans, Louisiana

Government Finance Officers Association

Faculty

Stephen J. GauthierDirector

Technical Services Center Government Finance Officers Association

Chicago, Illinois

Faculty

Karl BruchhausChief Financial Officer

Calcasieu Parish School BoardLake Charles, Louisiana

Michael MartinetExecutive DirectorOffice of Disaster

Management, Area GRedondo Beach, California

Ray SandrockManager, Finance and

AdministrationCounty of Charlotte

Port Charlotte, Florida

Disaster Planning for Finance OfficersMarch 10, 2008

Who Will BenefitThis introductory seminar is designed for finance or budget officers and staff.

ProgramPublic finance officers are called upon to continue the functions of the local government duringand after disasters. This class is designed to enable finance and budget managers to plan aheadby learning more about their unique role in developing disaster policies and procedures and whatto expect during and after an emergency. This seminar will equip finance officers with the knowl-edge and skills they need to effectively develop disaster policies and procedures for financialmanagement (including FEMA reimbursement considerations), develop a business continuity plan,and plan for operations recovery.

Seminar ObjectivesThrough presentations, discussions, case studies, practical exercises, and sample documents, par-ticipants will gain an understanding of the following:

� Disaster planning for the finance officer� Activity-based costing technique� Local government emergency preparedness processes� Business continuity planning issues� FEMA requirements and coordination with local governments

Registration Fees: GFOA member $350

Nonmember $525Student $ 75

CPE Credits: 81 Day

9 a.m. - 5 p.m.No prerequisite

Evaluating Internal ControlsMarch 10, 2008

Who Will BenefitManagers, internal auditors, and others with an interest in the proper design, maintenance,and evaluation of a comprehensive internal control framework in the public sector will bene-fit from this one-day course.

ProgramParticipants will examine each of the essential elements of a comprehensive framework ofinternal control. The understanding gained from this review will then be applied to the studyand evaluation of control-related policies and procedures from a specifically state and localgovernment perspective. The public manager’s role in fraud prevention and detection also willbe covered.

Seminar Objectives� Overview of internal control including inherent limitations� Management’s objectives and responsibilities and how they relate to internal control� Elements of a sound control environment� Risk monitoring and assessment� Control-related policies and procedures� The role of information and communication in internal control� Monitoring control-related policies and procedures� Techniques for evaluating controls over accounting and financial reporting� Fraud prevention and detection

Recommended ReadingAn Elected Official’s Guide to Internal Controls and Fraud Prevention


Nonmember $525Student $ 75

CPE Credits: 81 Day

9 a.m. - 5 p.m.No prerequisite

Faculty

James F. BeasleyPresident

J.F. Beasley & Company, Inc.Highlands Ranch, Colorado

Stan W. HelgersonFinance Director

Village of Carol Stream,Illinois

Patricia O’DonnellVice President

JPMorgan ChaseTreasury Services Public

Sector - Solutions GroupChicago, Illinois

Treasury Management and Banking ServicesMarch 11-12, 2008

Who Will BenefitThe seminar is designed for state and local government finance directors, treasurers, cash man-agers, and other finance officers responsible for the treasury management function.

ProgramThis seminar introduces fundamental cash management strategies and techniques for govern-ments. It covers the important elements of cash collection, disbursement, and reporting.Participants will learn the latest in cash management procedures, policies, and technology. Theseminar will also provide tips for getting the most out of your banking relationship and showhow to use the RFP process to get better services from your bank and minimize the cost to thegovernment.

Seminar Objectives� Learn the fundamentals of public treasury management� Optimize cash collections and disbursements� Strengthen internal controls and deter check fraud� Learn how to start and use automated clearing house (ACH) and electronic funds transfer � (EFT) services� Construct cash flow forecasts� Develop and manage banking relationships� Evaluate methods of paying for banking services� Manage deposits for safety and security� How to develop an RFP for banking services� Learn about and evaluate the newest treasury technology and banking services

Recommended ReadingTechnology for Treasury ManagementAn Introduction to Treasury Agreements for State and Local Governments


Nonmember $750Student $105

CPE Credits: 162 Days

9 a.m. - 5 p.m. both daysNo prerequisite

Intermediate Governmental AccountingMarch 11-13, 2008

Who Will BenefitMid-level finance officers, accountants, independent auditors, and other professionals with abasic knowledge of private-sector accounting.

ProgramThis seminar is designed to provide participants with a solid working knowledge of the special-ized accounting and financial reporting used for state and local governments. Emphasis is placedthroughout on differences between private- and public-sector theory and practice.

Seminar Objectives� Generally accepted accounting principles (GAAP) and the governmental environment� Fund accounting and the governmental financial reporting model

� Specialized public-sector classifications and terminology

� Measurement focus and basis of accounting

� Defining the financial reporting entity� Accounting for governmental funds� Accounting for proprietary funds� Accounting for fiduciary funds� Converting from fund accounting to government-wide accounting� Relationship between budgeting and financial reporting

� Financial reporting overview

Recommended ReadingAn Elected Official’s Guide to the New Governmental Financial Reporting ModelAn Elected Official’s Guide to Fund Balance and Net Assets: Using the GASB 34 Model

Faculty

Stephen J. Gauthier Director

Technical Services Center Government FinanceOfficers Association

Chicago, Illinois

Krisztina Dommer Senior Program Associate Technical Services Center

Government FinanceOfficers Association

Chicago, Illinois



CPE Credits: 202.5 Days

11th and 12th: 9 a.m. - 5 p.m.13th: 8:30 a.m. - 12 Noon

No prerequisite

Faculty

Glen LeeAssistant Director

City of Seattle, Washington

Craig MaherAssociate Professor, Master of

Public Administration ProgramUniversity of Wisconsin

Oshkosh, Wisconsin

Revenue Forecasting and AnalysisMarch 11-12, 2008

Who Will BenefitBudget analysts, forecasters, and other finance staff who are involved in preparing revenue fore-casts.

ProgramThe seminar discusses practical analytical methods for forecasting revenues. The seminar will provide hands-on instruction of specific qualitative and quantitative forecasting techniques while highlighting the advantages and disadvantages of each.

Recommended practices of the GFOA and the National Advisory Council on State and LocalBudgeting are incorporated into this seminar. Instructors will show how to use Excel spreadsheetsoftware as a tool for revenue forecasting and analysis.

To facilitate the objectives discussed in this course, participants will apply forecasting techniqueson their own laptop computers in individual and group exercises and should, therefore, have aworking knowledge of Excel spreadsheets and using data for analysis purposes.

Seminar Objectives� Best practices in revenue forecasting� Qualitative and quantitative revenue forecasting methods� Preparing data for quantitative analysis (deflating, differencing, smoothing, and

normalizing)� Fundamentals of regression analysis and being a “smart consumer” of regression output� Identifying historic revenue patterns� Identifying influence factors that affect revenue patterns� Choosing and applying the appropriate forecasting method� Gauging the accuracy of the forecast� Monitoring actual revenues relative to the forecast� Revising forecasts at regular intervals

The seminar also incorporates an introduction to the basics of revenue portfolio analysis, including:

� Criteria for evaluating revenue sources� Finding the weak spot in your revenue portfolio� Diversification of revenue� Pros and cons of various taxes

Recommended ReadingRevenue Analysis and ForecastingAn Elected Official’s Guide to Revenue Forecasting

Note: A laptop computer with Excel software is required for this seminar.




9 a.m. - 5 p.m both daysNo prerequisite

Introduction to Performance Measurementand ManagementMarch 13-14, 2008

Who Will BenefitGovernment staff who are currently involved with helping to define goals, set performancemeasures, track results, monitor progress, make decisions, or are otherwise responsible for someaspect of an organization’s performance measurement and management efforts. This class willfocus on the importance of performance measurement as part of a larger performance man-agement approach.

ProgramThis introductory-level course provides the fundamentals of governmental performance meas-urement and management processes. Course material is presented with the goal of preparingbudget department and operating department staff and others with the necessary informationto carry out their responsibilities in a performance-based environment.

This session will focus on performance measurement and analysis as part of an integratedapproach to performance management that includes planning, goal setting, budgeting, deci-sion-making, evaluation, and reporting. Specific topics that will be addressed include:

� The case for performance management� Best practices in setting goals and targets� Using logic models to link goals to actions � Budgeting for outcomes� Data analysis using performance indicators� The role of an analyst in a performance-based environment � Effective presentation and communication of data � Tips for getting more out of a performance measurement system

Seminar Objectives� Develop the case for performance management� Understand strategies to help organizations develop goals, set measures, track results, � and make data informed decisions� Understand the role analysts play in a performance management system� Develop necessary tools to analyze and communicate performance measurement data

that contributes to management decisions

Recommended ReadingAn Elected Official’s Guide to Performance MeasurementHarry Hatry, Performance Measurement: Getting Results, 2nd Edition (Washington, D.C.: The

Urban Institute Press, 2006)David Osborne and Peter Hutchinson, The Price of Government: Getting the Results We Need in

an Age of Permanent Fiscal Crisis, (New York: Basic Books, 2004)

Please Note: A laptop computer with Excel software is required for this seminar.

Faculty

Scott FoglemanBudget Director

Town of Cary, North Carolina

Kristi KordusFinance Director

Marathon CountyWausau, Wisconsin




9 a.m. - 5 p.m. both daysNo prerequisite

April 2008Chicago, Illinois April 7-8 Planning and Sale of Municipal Bonds

Internet Training April 9 NEW - E-Government: Technology for Performance Budgeting

Reno, Nevada April 14 Accounting for Pensions and Other Post-Employment Benefits (OPEB) April 14 Effective Budget Presentation April 14-15 Economic Development for Finance Officers April 15 Enterprise Fund Accounting April 16-17 Public Employee Retirement Administration April 16-18 Advanced Governmental Accounting

May 2008Chicago, Illinois May 5-9 Accounting Academy: An Intensive Introduction to Governmental

Accounting, Auditing, and Financial Reporting

Detroit, Michigan May 19 Evaluating Internal Controls May 19 Accounting for Capital Assets May 19-20 Best Practices in Budgeting May 20 Preparing a CAFR May 21-22 Advanced Public Investing May 21-22 Financial and ERP Systems Acquisition and Implementation May 21-23 Advanced Governmental Accounting

June 2008Fort Lauderdale, Florida Preconference Semiars June 13 Addressing Your OPEB Liability: Tools for the Decision-Making ProcessJune 13 Communicating with Employees: Are They Hearing What You

Meant to Say? June 13 Long-Term Financial Sustainability: What You Can Do in the Short Term

to Thrive in the Long TermJune 14 What Works and Why? Analyzing Performance Measurement Data to

Improve Budgeting and Decision Making June 14 The Infrastructure Challenge: Assessing Needs and Funding Them June 14 ERP Project Management Day Camp: Implementing Your ERP System

102nd Annual Conference June 15-18 Building a Sustainable Future

UPCOMING GFOA TRAININGOPPORTUNITIES

Government FinanceOfficers Association203 North LaSalle Street

Suite 2700Chicago, Illinois 60601-1210

Tel: 312/977-9700Fax: 312/977-4806

e-mail: [email protected]

Registration Register online at www.gfoa.org or fill outthe form in this brochure and mail/fax it tothe GFOA. Registrations via the phone can-not be accepted.

Payment by check: Send to GFOA, 3076Eagle Way, Chicago, IL 60678-1030.

Payment by credit card/PO: Fax to (312) 977-4806 or mail to: GFOA, 203 North LaSalleStreet, Suite 2700, Chicago, IL 60601-1210.

The GFOA cannot guarantee availability ofmaterials for registrations received afterFebruary 8, 2008. Registrants will be sent aconfirmation letter via U.S. mail. Due to thevolume of registrations, the GFOA can-not fax/e-mail confirmations. We encour-age you not to purchase nonrefundabletravel tickets until your registration is con-firmed.

Anyone with disabilities is encouraged tocontact the GFOA at least 21 days in advanceof the training to assist us in providing anyadditional accommodations that may beneeded.

Seminar Schedules Check-in and distribution of seminar materi-als will take place from 8 a.m. to 9 a.m. onthe first day of the seminar.

Seminars are 9 a.m. to 5 p.m. with an hourhosted lunch.

The last day of a 2.5 day seminar is 8:30 a.m.to noon.

Seminar Location andAccommodationsRegistrants should make their own hotelreservations by calling the hotel directly.The GFOA is not responsible for makingand/or canceling hotel reservations.

The seminars will be held at the:Marriott New Orleans555 Canal StreetNew Orleans, Louisiana 70130Phone: 504/581-1000; Fax: 504/523-6755Rates: Single(s) @ $131/Double(s) @ $141;(13% tax)

A block of rooms has been reserved for theGFOA attendees. Based on availability, the GFOA's group rate is valid until February 18,2008. Should the GFOA block fill up or ifreservations are made after this date, reser-vations will be accepted on an overall hotelspace availability basis and may not qualifyfor the GFOA discounted rate.

PaymentRegistration fees must be paid in U.S. dollars.All fees must be paid by the first day of theprogram.

Registration fees include:Handout materials, continental breakfast, lunch on every full day, and coffee breaks.

DiscountsEarly Registration: Register early and receivea 10 percent discount. Registrations must bereceived and paid in full by February 8, 2008.

Groups: If your organization registers threeor more persons for the same seminar, youmay reduce their registration fees by 10 per-cent. To qualify for the discount, registra-tions must be mailed together and paid withone check or invoice.

New Members: If you join the GFOA at thesame time that you register for a seminar,you may enroll at the lower member rate.Include your membership fee with your reg-istration payment, and reduce your seminarfee by an additional $25. E-mail the GFOA’smembership department [email protected] for information onmembership fees.

Substitutions: A one-for-one substitution ofa nonmember for an active member isallowed. If your organization has a currentGFOA member on staff who is not participat-ing in these training seminars, a nonmembermay attend in his/her place at the memberrate. You must provide the member numberand/or name of the GFOA member on theregistration form.

Students: To qualify, you must be an unem-ployed, full-time student. Attach a copy ofyour student ID to your registration form.

Cancellation and Refund PolicyCancellation requests must be made in writ-ing to the GFOA. Please include a copy ofyour confirmation letter.

Requests for refunds received prior to February 22, 2008, will be levied a $50 administrative service charge per seminar.

Cancellations received between February 22,2008 and March 7, 2008, will be refunded 50percent of the registration fees per seminar.

No refunds will be granted after March 7,2008.

The GFOA retains the right to cancel anyseminar due to low enrollment, or to closeclasses that are full.

On occasion, speakers are subject to changedue to unforeseen circumstances. The GFOAwill attempt to notify attendees in advance.We apologize in advance for any inconven-ience this may cause our attendees.

For more information, please contact theGFOA at [email protected].

REGISTRATION INFORMATIONCPE Credit andCertificate ofAttendanceEach participant will receivea Certificate of Attendanceapproximately four to sixweeks after the seminar.This certificate verifies thatyou attended the programand it should be kept withyour CPE documents for fiveyears. All instruction for theseminars will be conductedon site.

The GFOA is registered withthe National Association ofState Boards of Accountancy(NASBA) as a sponsor ofcontinuing professional edu-cation on the NationalRegistry of CPE Sponsors.State boards of accountancyhave final authority on theacceptance of individualcourses for CPE credit.

Complaints regarding regis-tered sponsors may beaddressed to the: NationalRegistry of CPE Sponsors, 150Fourth Avenue North, Suite700, Nashville, TN 37219-2417. Web site: www.nasba.org

What to WearParticipants are encouragedto dress comfortably in busi-ness casual attire.

Airfare DiscountsFor information on airfares,e-mail Michael at [email protected] or call888/866-2865. We encour-age you not to purchasenonrefundable travel ticketsuntil your registration isconfirmed.

Recommended ReadingIf you are interested in pur-chasing any of the GFOApublications, please visitthe GFOA’s e-store atwww.gfoa.org, and clickon “Publications.” Orderforms can be downloadedfrom the Web site and sentto: Fax: 312/977-4806E-mail: [email protected].

cut here

New Orleans, LouisianaMarch 2008

GFOA Seminar Registration Form

Hotel Reservation Form for the GFOA National

Detach and mail to: Marriott New Orleans Phone: 504/581-1000 Fax: 504/523-6755555 Canal StreetNew Orleans, Louisiana 70130

Name (last, first)

Employer

Address

City State/Province Zip/Postal Code

Phone Fax E-mail

Please reserve the following accommodations as indicated for the Government Finance Officers Association seminars.Refer to the information on previous page for group rates.

� Single(s)/@ $131.00/Double(s) @ $141.00 per night � Other __________________; plus tax (13%)

Arrival Date and Time____________________________________________ Departure Date__________________________

Please guarantee my reservation.(This credit card information is for hotel deposit only.)

Enclosed is one night’s room deposit or credit card number: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Expiration date: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Signature: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Name (Please print or type) Title

Employer

Address

City State/Province Zip/Postal Code

Phone Fax E-mail

� GFOA Member #________________

� New Member � Nonmember

Please indicate any special needs below:

Payment Information:

� Purchase Order Number _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

� Check enclosed – payable to “Government Finance Officers Association”

Bill by credit card:

� American Express � Diner’s Club � Discover � MasterCard � VISA

Credit card number: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Expiration date: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ Signature: _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Please send me information on

� GFOA membership � GFOA Annual Conference � GFOA Publications

The GFOA retains the right to close classes that are full or cancel classes due to low enrollment. Please do not buy nonrefundable travel tickets until you receive registration confirmation.

Register online with creditcard at www.gfoa.org(click on e-store button).

Mail//fax registrations paid by purchaseorder or credit card to:GFOA203 North LaSalle St., Suite 2700Chicago, IL 60601-1210

Fax: 312/977-4806Tel: 312/977-9700

If you fax this form, please do not mail original.

Mail registrations paid bymoney order or check to: GFOA3076 Eagle WayChicago, IL 60678-1030

or or

All fees must bepaid in full whenregistration ispicked up.

Detach and mail to GFOA.

New Orleans, LouisianaMarch 2008

Training Seminars: New Orleans, Louisiana - March 2008

____ Disaster Planning for Finance Officers $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _____ Evaluating Internal Controls $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _____ Intermediate Governmental Accounting $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _____ Introduction to Performance

Measurement and Management $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _____ Revenue Forecasting and Analysis $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ ______ Treasury Management and Banking Services $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

$ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Discount for group paid (3+) (-10%) attendance $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Discount for paid early registration (-10%) $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Discount for paid new member (-$25.00) $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

New member fee (call for amount) $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Training Seminar Total: $ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _

Register and purchase publications online at www.gfoa.org

internatl gov finance officers seminar

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