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Public Finance Leadership Academy Curriculum

Prerequisites:  Successful completion of the Level II Finance Officer Certification or completion of Level I with progress towards Level II; alternatively, candidates who hold certain financial professional designations: Certified Public Accountant (CPA), Certified Government Financial Manager (CGFM), Certified Public Finance Officer (CPFO) will be eligible for consideration without meeting the Level I and Level II requirement

Who Should Attend? This course is for local government accounting and financial reporting professionals and others responsible for oversight and administration of a local government’s finances.

Advance Preparation:  None  

Program Level: Advanced

Session Name

Overview

Learning Objectives

Field of Study

CPE/CEU/Contact Hours

Delivery Method

Leadership & Effective Communication

 

October 25-26, 2022

 

UGA Athens*

This session will convey the importance of self-awareness and effectively communicating at all levels of government and with the public. Participants will complete an assessment instrument to learn more about their respective leadership style. 

 

At the end of this session the participant will be able to: discuss how self-awareness is important when leading a work team, explain benefits of collaboration, process improvement,  and group team building, describe the importance of political perception and awareness including financial versus political decisions, and recognize public values and policy choices

Personal Development

 

13.2 CPE, 1.2 CEU, 12 Contact Hours

 

Group Live

Government Structure & Operations

 

November 2, 2022

9 a.m. - Noon

 

UGA Gwinnett*

This session will review the structure of government in Georgia, open meetings open records requirements, ethics, and contracts. 

At the end of this session the participant will be able to: describe the structure of Georgia local government, recall open meetings open records requirements, discuss the importance of contracts, and recognize the importance of ethics in all government interactions. 

Specialized Knowledge - Technical  

3.6 CPE, .3 CEU, 3 Contact Hours

Group Live; Group Internet based

Internal Control

 

November 2, 2022

1 p.m. - 4 p.m.

 

UGA Gwinnett*

This session will cover the five interrelated components of internal control to various scenarios as a means of identifying and mitigating risks in operations and financial reporting.  Participants will learn how to effectively communicate to the governing body their fiduciary responsibility and oversight role.   

At the end of this session, the participant will be able to: Identify the five components of internal control, apply the five components to various transaction cycles to mitigate risks inherent in these cycles, discuss the importance of well-developed job descriptions in strengthening the control environment, discuss how the development of policies and procedures mitigate risks and emulate best practices, discuss cyber security and its threat to internal control, and discuss how to design an on-boarding process to educate elected officials about their "ultimate" fiduciary responsibility for internal control.

Auditing – Technical

7.9 CPE, .7 CEU, 7 Contact Hours

Group Live; Group Internet based

Public Human Resource Management

 

December 6, 2022

 

Virtual Live*

This session will cover the functions of public human resource management and the legal standards that govern such functions.

At the end of this session the participant will be able to: describe the importance of human resource management and demonstrate how to navigate predefined human resource situations

Personnel/ Human Resources

6.6 CPE, .6 CEU, 6 Contact Hours

Group Internet Based

Treasury Management and Cash Flow Forecasting

 

January 18, 2023

 

Virtual Live*

This session will provide an overview of the components of a cash and investment policy and advanced treasury management concepts.

At the end of this session, the participant will be able to: recall the essential components of a cash and investment policy, discuss the importance of cash flow forecasting, recall the steps involved in preparing a cash flow forecast, and prepare a cash flow forecast

Finance-Technical

3.6 CPE, .3 CEU, 3 Contact Hours

Group Internet Based

Advanced Debt Issuance 

 

February 8, 2023

 

Virtual Live*

This session will introduce the participant to advanced concepts related to the issuance and management of public debt. Participants will explore the components of a debt policy as well as best practices in issuing and managing public debt. Participants will assemble a financing team for a mock public bond issue and learn to navigate: the process, bond and other disclosure documents, and their fiduciary responsibilities.

At the end of this session the participant will be able to: identify purposes for which debt may be issued, discuss roles and responsibilities of the various individuals involved in the issuance of public debt, differentiate between the different types of public debt instruments, execute a financing plan for a public project, examine bond and disclosure documents used in a public financing, and recall continuing disclosure requirements

Finance – Technical

6.6 CPE, .6 CEU, 6 Contact Hours

Group Internet Based

Economic Development

 

February 16, 2023

 

Virtual Live*

This course will introduce the participant to the fundamentals of economic development. Participants will explore the different types of development authorities in Georgia and learn the basics of financing economic development and deal structuring.

At the end of this session, the participant will be able to: Identify the different types of development authorities in Georgia; recall the basics of financing economic development and deal structuring; discuss how to analyze the costs and benefits of a potential economic development project; tax incentives (abatements), and contractual debt obligations (intergovernmental agreements)

Economics - Technical

6.6 CPE, .6 CEU, 6 Contact Hours

Group Internet Based

Budgeting for Long-Term Sustainability

 

March 7, 2023

 

Virtual Live*

 

As financial stewards, public finance professionals know that budget decisions made today impact a local government’s financial health well into the future.  This session provides an overview of the interrelationship between short-term budgeting, capital budgeting, fiscal policies, and strategic planning as a means to promote long-term financial sustainability.  Participants will also learn how to use key financial indicators to assess a government's overall financial health.

At the end of this session, the participant will be able to: discuss what sustainability means in a budgeting context, recall strategies for increasing long-term efficiencies, discuss the interconnectedness of long-range plans with fiscal sustainability, evaluate the financial condition of a government, and analyze fiscal policies that promote sustainability.

Finance-Technical

6.6 CPE, .6 CEU, 6 Contact Hours

Group Internet Based

Millage Rate Process

 

March 16, 2023

 

Virtual Live*

This session provides an overview of the millage rate process in Georgia.  Participants will learn about laws applicable to tax digest valuation and setting millage rates, calculating rollbacks and recall the key players in the property tax process.

At the end of this session, the participant will be able to: recite definitions of key terminology, recall the key players in the property tax process, discuss three different views of property taxes, calculate property tax based on digest and millage rate values, discuss required elements of a digest submission package, and calculate required rollbacks for local option sales tax (LOST) and Insurance Premium Taxes

Finance-Technical

6.6 CPE, .6 CEU, 6 Contact Hours

Group Internet Based

Data Visualization & Creating Dashboards

 

April 5, 2023

 

Virtual Live*

This session will prepare participants to tell the story of their government’s finances through the use of dashboards and other visualization techniques. 

At the end of this session, the participant will be able to: recount the tools available for data visualization, discuss data visualization options for communicating various kinds of financial data. 

Finance-Technical

3.6 CPE, 3 CEU, 3 Contact Hours

Group Internet Based

Preparing the Annual Comprehensive  Financial Report (ACFR)

 

April 19-20, 2023

 

UGA Gwinnett*

The session will provide an overview of a government's externally issued financial statements.  Participants will learn about the financial reporting entity and take a deep dive into the introductory, financial and statistical sections of the Comprehensive Annual Financial Report. 

 

At the end of this session, the participant will be able to: recognize unique accounting transactions associated with governmental accounting (e.g., fiduciary activities, leases, pensions & OPEB, subscription-based internet technology agreements,  and post-closure care liabilities, recognize what constitutes the reporting entity and methods of presenting component units, recall what is included within each section of the Comprehensive Annual Financial Report, and perform a reconciliation from the fund financial statements to the government-wide financial statements.

Accounting-Governmental

13.2 CPE, 1.2 CEU, 12 Contact Hours

Group Live and Group Internet Based

Preparing for the Audit

 

April 27, 2023

 

UGA Gwinnett*

This course will provide an overview of auditor and auditee responsibilities that will help financial statement preparers take responsibility for their government's financial statements, issue the statements in a timely manner, and achieve better audit results.  

 

At the end of this session, you should be able to discuss your entity's responsibilities relating to: identification and acceptance of an external auditor; implementation, maintenance and documentation of internal controls over financial reporting; preparation, review, approval, and acceptance of the financial statements; specific audit procedures performed by the auditor and the need for assistance by entity personnel; and audit-close-out and reporting requirements.

Auditing - Technical

6.6 CPE, .6 CEU, 6 Contact Hours

Group Live; Group Internet Based 

Capstone project

The Capstone project is intended to demonstrate the participant’s ability to apply the skills and knowledge acquired during the program as well as provide a direct benefit to their government.

At the end of the project, participants will be able to: apply concepts learned in the program to assist with resolving an issue facing their local government.

Finance-Technical

7.2 CPE, .6 CEU, 6 Contact Hours

QAS Self-Study

Totals

 

 

 

82 Contact Hours

8.2 CEU

91.90 CPE

 

 

*Delivery method is subject to change


NASBA logoUniversity of Georgia, Carl Vinson Institute of Government, is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  https://www.nasbaregistry.org.


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