GFOA of the US & Canada

Training Schedule

GFOA courses are developed and taught by public finance specialists, and nearly 3,000 state and local finance professionals attend each year. Many of the courses are offered at intermediate and advanced levels to meet the varying needs of the participants. In addition, the programs are held in different locations around the country to make it easier for finance officials to attend.

Second Quarter Training Opportunities
The following calendar provides information about GFOA's training schedule. Please note the calendar is subject to periodic update. If you have any questions regarding the training schedule please send an e-mail to Training or call GFOA at (312) 977-9700. Please visit this site regularly for seminar updates and descriptions.

Registering for Training

To register online click here. If you prefer to mail or fax in your registration, print a copy of the registration and housing form. Housing is not available online. You must mail, fax, or call in your reservation directly to the hotel where the seminar is being held.

- Desktop Training

- Group-live Course

July 2010

Desktop Training

• July 15                   An Introduction to the Art and Science of Government Innovation (Internet Training)
• Speakers:
• Beverly Strein, President, The Public Strategies Group, Portland, Oregon
• Shane Sasnow, Owner, Forward Motion Facilitation and Training, Portland, Oregon
• Brochure

Minneapolis, MN

• July 19                    Accounting and Reporting for Enterprise Funds and Stand-Alone Business-Type Activities (Group-live Course)
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• July 19 – 20              Performance Management Best Practices (Group-live Course)
• Speaker:
• Steven Gibson, Administrative Services Director, City of Rock Hill, South Carolina
• Jay Stroebel, Director of Planning & Management, City of Minneapolis, Minnesota

• July 20 – 22              Advanced Financial Reporting (Group-live Course)
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• July 21 – 22              Advanced Tools: Long-Term Financial Planning (Group-live Course)
• Register by mail or fax
  
• Speakers:
• Patrick P. Born, CFO, City of Minneapolis, Minnesota
• Shayne Kavanagh, Senior Manager, Research and Consulting Center, Government Finance Officers Association, Chicago, Illinois
• Heather Johnston, Director, Management & Budget, City of Minneapolis, Minnesota
• Betsy Hodges, City Council Member, City of Minneapolis, Minnesota
  

Desktop Training

• July 28                    Realizing Value from Technology – IT Strategic Planning and Governance  (Internet Training)
• Brochure
  
• Speakers:
• Phil Bertolini, Chief Information Officer, Oakland County, Michigan
• Dave Melbye, Consulting Solutions Manager, Research and Consulting Center, Government Finance Officers Association, Chicago, Illinois
  

August 2010

Chicago, IL

• August 2-6             Accounting Academy: An Intensive Introduction to Governmental Accounting, Auditing, and Financial Reporting  
• Register online
  
• Register by mail or fax
  
• Speakers:
• Dane Wilhite, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois 
  

• August 10-13          Budget Analyst Training Academy
• Register online
• Register by mail or fax
• Speakers:
• John Fishbein, Senior Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Shayne Kavanagh, Senior Manager, Research and Consulting Center, Government Finance Officers Association, Chicago, Illinois
• Anne Kinney, Director, Research and Consulting Center, Government Finance Officers Association, Chicago, Illinois
• Christopher P. Morrill, City Manager, City of Roanoke, Virginia
• Glen Lee, Assistant Finance Director, City of Seattle, Washington
  
• Hotel Link and Information

• August 16              Evaluating Internal Controls (Group-live Course)
• Speakers:
• Bob Scott, Assistant City Manager/CFO, City of Carrollton, Texas
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• August 16 – 17        Best Practices & Effective Budget Presentation (Group-live Course)
• Speakers:
• Mike Bailey, Finance Director, City of Redmond, Washington
• John Fishbein, Senior Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
  

• August 16 – 17        Planning and Sale of Municipal Bonds (Group-live Course)
• Speaker:
• Jennifer Ritter Douglas, Director, Specialized Public Finance
  

• August 17 – 19        Advanced Financial Reporting (Group-live Course)
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• August 18 – 19        Managing Budgets During Fiscal Stress (Group-live Course)
• Speakers:
• David T. Montgomery, Budget Manager, Quinault Indian Nation, Taholah, Washington
• Roger Neumaier, Finance Director, County of Snohomish, Everett, Washington
  
• Register by mail or fax
  

• August 17              Transforming the Organization: Developing Necessary Skills for Performance Management  (Internet Training)
• Speakers:
• Rebekah Stephens, Strategic Management Coordinator, Metropolitan Government of Nashville and Davidson County, Tennessee
• John Becker, Performance Manager, Puget Sound Partnership
  
• Brochure
• Register by fax/mail

Desktop Training

• August 18               Engaging Elected Officials in Financial Planning (Internet Training)
• Brochure
• Register by fax/mail
• Speakers:
• Bob Broom, Mayor Pro Tem, City of Aurora, Colorado
• Joseph P. Casey, Deputy County Administrator, County of Hanover, Virginia
• John Gordon, Board of Supervisors, Hanover County, Virginia
• Lee Feldman, City Manager, City of Palm Beach, Florida
  

September 2010

Desktop Training  

• September 8           What Every Public Finance Professional And Elected Official Needs to Know about Internal Controls (Internet Training)
• Speakers:
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• September 15         Developing Policies and Programs to Meet Goals (Internet Training)

Phoenix, AZ

• September 20          Evaluating Internal Controls (Group-live Course)
• Speakers:
• Bob Scott, Assistant City Manager/CFO, City of Carrollton, Texas
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• September 20          Understanding and Calculating Arbitrage Rebate (Group-live Course)

• September 21          Managing the Budget Process (Group-live Course)

• September 21 – 23    Advanced Financial Reporting (Group-live Course)  
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Register by mail or fax 

Desktop Training   

• September 22          Reforming the Budget Process: A Key to Financial Health   (Internet Training)
• Brochure
  
• Register by fax/mail
• Speakers:
• Laurie Van Pelt, Director of management and Budget, Oakland County, Waterford, Michigan
• Rebecca Gebhart, Budget Coordinator, County of Alameda, Oakland, California
• Christopher P. Morrill, City Manager, City of Roanoke, Virginia
• Anne Shawver, Finance Director, City of Roanoke, Virginia

• September 30          Concepts and Tools for Performance Management
• Speakers:
• Moderator: Mike Mucha, Senior Consultant, Research and Consulting Center, Government Finance Officers Association, Chicago, Illinois
  
• Anne Kinney, Director, Research and Consulting Center, Government Finance, Officers Association, Chicago, Illinois
  
• Michael Jacobson, Manager, Performance Management Section, King County Office of Strategic Planning and Performance Management
• Ray Scher, Assistant Director, Office of Strategic Business Management, Miami-Dade County, Miami, Florida
  
• Individual registration form 
• Group registration form
  

October 2010

North Dallas

• October 4                 Evaluating Internal Controls (Group-live Course)
• Speakers:
• Bob Scott, Assistant City Manager/CFO, City of Carrollton, Texas
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• October 4-5              Treasury Management & Banking Relations (Group-live Course)

• October 5-7              Advanced Governmental Accounting (Group-live Course)
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• October 6-7              Advanced Public Investing (Group-live Course)

• October 6-7              Performance Budgeting Best Practices (Group-live Course)
• Register by mail or fax

• October 13               Performance Management Framework Topic #1

Desktop Training

• October 20               Reaching Financial Resiliency 
• Brochure
• Register by fax/mail

November 2010

Live streaming

• November 4            15th Annual Governmental GAAP Update
• Individual registration form
• Group registration form 
• Register online
• Frequently asked questions
• Speaker:
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• November 8            Accounting for Capital Assets
• Speakers:
• David Schoen, Computer Systems Manager, City of New York, Dobbs Ferry, New York
• Michael Nielsen, Director, Government Fixed Asset Service, Chicago, Illinois
  

• November 9            Accounting for Pension & OPEB
• Speakers:
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Patrick Hardiman, New Rochelle, NY
  
• Register by mail or fax

• November 10          Performance Management Framework Topic #2

• November 17          The Politics and Leadership of Financial Distress 
• Brochure
  
• Register by fax/mail

December 2010

Desktop Training

• December 1             Best Practices in Accounting and Financial Reporting
• Speakers:
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• December 2             Building a Better Budget Document  
• Speaker:
  
• John Fishbein, Senior Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

Desktop Training

• December 8              Performance Management Framework Topic #3

• December 9              Financial Modeling and Presentations: A Master Class

Charleston, SC

• December 13              Preparing a CAFR
• Speakers:
• Dane Wilhite, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• December 13-14         Best Practices in Budgeting

• December 14-16         Intermediate Governmental Accounting
• Speakers:
• Dane Wilhite, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• December 15-16         Investing Public Funds  

• December 15-16         Performance Management Concepts and Tools
• Register by fax/mail
  

January 2011

Desktop Training

• January 5                 What Every Public Finance Professional & Elected Official Needs to Know About Internal Controls
• Speakers:
• Stephen Gauthier, Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• January 10               Preparing a CAFR
• Speakers:
• Dane Wilhite, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• January 10-11          Resiliency: Avoiding Fiscal Stress In the Future

• January 11-13          Intermediate Governmental Accounting
• Speakers:
• Dane Wilhite, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• January 12               Costing Governmental Services

• January 13               Alternative Service Delivery 
• Register by fax/mail

Desktop Training

• January 13               Building a Better Budget Document
• Speaker:
  
• John Fishbein, Senior Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• January 26               Performance Management Framework Topic #4 

• January 27               Innovative Strategies for Financial Recovery
• Brochure
  
• Register by fax/mail

February 2011

Desktop Training

• February 2               Performance Management Framework Topic #5

Tampa, FL

• February 7               Accounting for Capital Assets
  
• Speakers:
• David Schoen, Computer Systems Manager, City of New York, Dobbs Ferry, New York
• Michael Nielsen, Director, Government Fixed Asset Service, Chicago, Illinois
  

• February 7-8            Best Practices & Effective Budget Presentation

• February 8               Accounting for Enterprise Funds
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• February 9-11          Advanced Financial Reporting 
• Speakers:
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Krisztina Dommer, Manager, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• February 9-10          Economic Development for Finance Officers
• Register by fax/mail

• February 16             Best Practices in Budgeting
• Register online
  

March 2011

Desktop Training

• March 2                    Learning from the Evidence: Evaluation and Making Adjustments to the Budget 
  
• Brochure
  
• Register by fax/mail

Reno, NV

• March 21                  Accounting for Pension and OPEB
• Speakers:
• Patrick Hardiman, New Rochelle, NY
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• March 21                  An Introduction to Information Technology

• March 22                  Preparing a CAFR
• Speakers:
• Lauren Burroughs, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois

• March 22-23             Financial ERP System Selection and Implementation

• March 23-25             Intermediate Governmental Accounting
  
• Speakers:
• Lauren Burroughs, Program Associate, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Jake W. Lorentz, Assistant Director, Technical Services Center, Government Finance Officers Association, Chicago, Illinois
• Register by fax/mail
  

Chicago, IL

• March 29 – April 1     Budget Analyst Training Academy  
• Registration form
• Register online
  
• Hotel Link and Information

Future GFOA Annual Conferences