Program Lengths: One or two days

Target Group: This workshop is for public officials of small and medium sized local governments responsible for the overall financial condition of their agencies. This includes:

  • City and County Managers
  • Finance Officers
  • Controllers
  • Budget Directors & Officers
  • Budget Analysts
  • Financial Analysts
  • Administrative Analysts
  • Treasurers

Note: Large public agencies have found this to be an excellent program to orient budget analysts to analytical thinking.

Description: This program is designed for managers and staff members to provide them with a method for monitoring their government’s financial condition. Using the International City/County Management Associations’s handbook, “Evaluating Financial Condition,” as a guide, it helps managers to develop a systematic approach for measuring and assessing financial position.

Topics include:

  • What is the Financial Trend Monitoring System?
  • An overview of the thirty-six financial indicators
  • Where to find the information
  • How to use analytical techniques
  • Using the revenue indicators to asses financial condition
  • Using the most important expenditure indicators
  • Evaluating operating position indicators
  • Using debt and unfunded liability indicators
  • Assessing your capital plant and maintenance efforts
  • Presenting results to elected officials and community groups

Resources: Participants use “Evaluating Financial Condition: A Handbook for Local Government” as a workshop resource.