Advanced Tools: Long-Term Financial Planning: September 11-12, 2013

Group-live course
Prerequisites: None
Course level: Advanced
CPE credits: 16
Time: 2 Days, 9:00 am - 5:00 pm (both days)


Registration form
Register online
Housing Form


Who Will Benefit
This seminar is designed for finance officers and financial analysts. There is no prerequisite for this seminar.

Worsening economic conditions and economic pressure have led governments to long-term financial planning as a tool for determining the magnitude of fiscal challenges and devising strategies to provide a sustainable level of public services. Participants will be exposed to practical analytical methods for communicating the importance of financial planning with elected officials, the public, and staff; conducting expenditure and revenue forecasting; developing a long-term financial plan; and implementing and monitoring the plan for success.

Seminar Objectives
Through presentations, discussions, case studies, practical exercises, and sample documents, participants will gain an understanding of:
  • How to design a planning process that fits the particular needs of their government
  • How to involve participants from outside the finance function in order to develop a plan with a broad base of support
  • How to use various tools and techniques for high-quality financial forecasting and analysis
  • How to execute a financial plan and achieve results
Recommended Reading
  • Financing the Future: Long-Term Financial Planning for Local Government
  • An Elected Official's Guide: Long-Term Financial Planning for Local Government
  • Financial Policies: Design and Implementation (GFOA Budgeting Series, Vol. 7)
  • Revenue Analysis and Forecasting (GFOA Budgeting Series, Vol. 2)

Registration Fees

GFOA member:  $580     Nonmember:  $790