Budgeting and Forecasting

Budgeting Best Practices: Communicating the Budget

Course Overview

Title

Budgeting Best Practices: Communicating the Budget

Level

Intermediate

Prerequisite

General familiarity with government budget documents

Field of Study

Finance

Topics

Budgeting and Planning

Format

Offered Both as Group-Live Class and E-Learning Opportunity

CPE

8(Group-Live) / 6 (E-Learning)

Communicating clearly is one of the best ways a local government can build trust with its constituents and, in doing so, strengthen its financial foundation. Unfortunately, though, many governments present their budget and financial information without translating it for the average citizen. At best, these documents bore citizens; at worst, they frustrate them. Government staff lament that no one reads them, and the cycle continues.

Break out of your rut with this course, which examines the different ways governments can communicate financial and budgetary information more meaningfully to their respective communities. Going beyond simply using the traditional budget document, attendees will learn to make effective budget presentations, develop budget websites and dashboards, and integrate social media into their communication strategies.

Learning Objectives

Those who successfully complete this seminar should be able to:

  • Understand why clear communication is vital to the work of the local government finance professional
  • Identify the differences between internal and external communication and understand why both are important
  • Determine what information is most useful to include in your budget document and identify different ways to present that information
  • Develop a more critical eye as to what information is useful to the average reader and ways to present it

Who Will Benefit

CFO/Finance Director

Budget Manager

Budget Analyst

Department Director

Schedule and Sample Agenda

Format

Agenda

CPE

Day 1

Day 2

Group Live

8 CPE

8 Hours

E-Learning

6 CPE

2.5 Hours

2.5 Hours

Register

Scheduled Offerings

Format / Location

February 10-11, 2021

E-Learning

August 30-31, 2021

E-Learning

November 2-3, 2021

E-Learning

Note: Due to the COVID-19 pandemic, GFOA has cancelled all Group-Live training events through September 2021.

Course Instructors

This course is taught by experienced budgeting practitioners and GFOA staff. Instructors will be familiar with GFOA best practices and have experience as finance director, budget director, or CEO of various size local governments.