Event Overview
Our four-part webinar series provides foundational training for state and local government finance professionals across governmental accounting, budgeting, accounting operations, and financial management.
This session will demonstrate best practices related to the development and administration of financial policies and procedures, as well as budget management, including effectively presenting interim and year-end budget information with a focus on report content and preparation. The session will conclude with an overview of effective long-term financial planning, including key concepts such as determining appropriate growth factors for revenue and expenditures, identifying unique items requiring special handling, and effective presentation techniques.
11 a.m. - 4 p.m. CT
- Demonstrate how a comprehensive policy framework interrelates with financial management and identify pitfalls that effective policies and procedures can prevent.
- Implement best practices that underpin the various stages of the budget administration process throughout the annual budget cycle.
- Identify best practices for preparing monthly or quarterly budget reports, budget monitoring, and adjustment management.
- Illustrate the importance of providing year-end information reported on a budgetary basis.
- Evaluate the role of long-term financial planning and implement best practices to execute it effectively.

