Long-Term Financial Planning No prerequisite Course Level: Intermediate CPE Credits: 16
2 Days 9 a.m. - 5 p.m., both days Who Will Benefit This seminar is designed for finance officers and financial analysts. There is no prerequisite for this seminar, which is intended to be introductory. Program In the face of worsening economic conditions and economic pressure, governments look to financial planning to determine the magnitude of fiscal challenges and to devise strategies to provide a sustainable level of public services. Participants in this course 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 the following: - 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 Revenue Analysis and Forecasting Registration FeesGFOA member: $580 Nonmember: $790
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