CareerDevelopmentR&D

2009-10 Priorities	2009-10 TARGETS	TARGET	YEAR-TO-DATE as of 02/22/10
Assure that seminars continue to begin and conclude on time	% of seminars beginning at announced times:	98%	100%
Meet net revenue budgetary goal for FY2009 (7/1/08-6/30/09)	Net revenue:	$37,200	$37,415
Meet net revenue budgetary goal for FY2010 (7/1/09-6/30/10)	Net revenue:	$25,675	$27,688
Strive to announce seminar details at least 3 months in advance to allow members sufficient time to plan and budget their attendance	average # days between registration launch and seminar	77	51
Encourage instructors and prospective instructors to attend Career Development Instructors Skills workshops	# of instructors receiving presentation skills and seminar facilitation training:	8	on hold
Develop a standard IGFOA Instructors Guide	publish Instructors Guide	8/1/09	0
Draft policy and procedures to secure appropriate copyright or licensing for all instructional materials	publish Instructors Guide	8/1/09	0
Regularly review seminar evaluations and discuss approaches to improve seminars	Average evaluation rating from attendees reporting that seminar met or exceeded their expectations	3.3 or higher	4.0
	% of attendees that would recommend the seminar to others	93%	97%
Plan new seminars and review existing seminars to incorporate teaching methods appropriate for adult learners, including opportunities for interactive instruction	New instructors guides developed	3	3
Offer appropriate Continuing Professional Education hours	# CPE credit offered:	100	120
Include information and examples pertinent to a variety of Illinois local governments.	number of instructors/speakers with special district experience	8	8
In recruiting instructors, first look to IGFOA members, unless the knowledge, experience, or teaching capabilities required are not available within the IGFOA membership. Does not include joint seminars where collaborating association provides speakers.	% of instructors that are IGFOA members	95%	79%
Explore opportunities to offer additional training to IGFOA members by partnering	# of cooperative seminars	5	6
Explore avenues to deliver seminars via live internet connection to remote sites	# remote linked seminar offered	1	0

2009 SEMINAR EVALUATIONS click on seminar title to see detailed evaluation report	# attendees	# days to register	# CPE	Expectations met 1= far below 5=far above	% would recommend to others
Illinois Financial Forecast Forum - January 30 joint with ILCMA and NIU CLA	121	30	3	4.2	98%
Identity Theft seminar for support staff - March 6	70	28	3	4.2	93%
Anniversary Hot Topics - March 12	90	38	5.5	3.8	n/a
Anniversary Advanced Governmental Accounting - March 12 and 13	46	38	15	4.0	100%
Illinois Public Pension Institute - April 24	39	36	7	3.7	100%
Ethics Workshop - May 7	20	50	4	4.8	100%
Joint conference with WGFOA - May 14-15 Janesville WI	108	66	11	3.8	92%
Internal Controls - June 3	17	39	7	4.4	100%
Utility Billing - June 12	40	48	5	4.3	100%
Basic Budgeting - June 19	12	34	6	3.6	100%
Rightsizing to Realities Workshop with ILCMA - July 22	63	57	6.5	4.2	88%
Property Tax Assessment with IPRA - Sept. 2	129	35	3	3.9	93%
Joint Conference for Professional Support Staff w IASBO - Sept 24 Springfield	172 - 4 IGFOA	85	n/a	n/a	n/a
Understanding and Evaluating Internal Controls - Oct 22	10	77	5.5	3.6	100%
Learning from Embezzlement - East Moline-Oct. 28	46	n/a	1.5	3.8	100%
Financial Reporting - Oct. 29	23	50	7.5	4.3	100%
Basic Governmental Accounting - Nov. 6	15	94	6.5	4.4	100%
Financial Reporting - Mount Vernon-Nov. 12	12	35	4	3.7	100%
Advanced Budgeting - Nov. 12 and 13	18	68	9	3.2	75%
Illinois Public Finance Law w ILGL Dec. 2	33	43	5	4.0	100%
Payroll Dec. 2	34	30	4	4.3	100%
Total or average	950	51	120	4.0	97%

2008

2008 PERFORMANCE TARGETS

TARGET

YEAR-TO-DATE

as of 12/31/08

% of seminars beginning at announced times:

98%

100%

Net revenue:

$44,000

$32,009

# of instructors receiving presentation skills training:

8

4

# of instructors participating in seminar facilitation workshop:

8

3

Average evaluation rating from attendees reporting that seminar met or exceeded their expectations

3.2 or higher

3.6

% of attendees that would recommend the seminar to others

90%

95%

New instructors guides developed

3

2

# CPE credit offered:

110

105

2008 SEMINAR EVALUATIONS click on seminar title to see detailed evaluation report	# attendees	# CPE	Expectations met 1= far below 5=far above	% would recommend to others
Illinois Public Finance Law Institute - December 3	57	6.5	4.2	100%
Payroll - November 20	44	6.5	3.7	100%
Local Government Budgeting 101 - September 18	13	3	3.0	n/a
Basic Governmental Accounting - November 14	42	7	3.2	74%
Local Government Revenue 101 - November 6	12	3	3.5	100%
Capital Improvement Planning - October 10	32	6.5	3.4	100%
Basic Budgeting - October 9	20	6	2.9	88%
Utility Billing - August 22	27	4	4.0	100%
Local Government Finance 101 - August 1	8	3	3.0	100%
Basic Revenue - July 10	23	6.5	3.6	100%
Records Management - May 30	39	2	3.1	86%
IGFOA/WGFOA Joint Conference - May 15-16	IL = 45 WI = 84	9.5	3.7	100%
Basic Debt Management - May 1	31	7.5	3.8	100%
Illinois Public Pension Institute - April 25	67	6.5	3.7	100%
Powerful Professional Presentations	16	2	n/a	n/a
Interim Financing Alternatives - March 20	14	2.5	4.2	100%
Intermediate Governmental Accounting March 5-6	21	12	4.1	100%
Cash Management Institute - February 7	31	6.5	3.2	93%
Professional Development - Motivating Employees January 24	33	2	3.4	92%
Interim Financing Alternatives - January 16	27	2.5	3.8	80%
Total or average	686	105	3.6	95%

2007

2007 PERFORMANCE TARGETS	TARGET	YEAR-TO-DATE
% of seminars beginning at announced times:	98%	100%
Net revenue:	$41,200	$45,144
# of instructors receiving presentation skills training:	8	11
# of instructors participating in seminar facilitation workshop:	12	8
Average evaluation rating from attendees reporting that seminar met or exceeded their expectations	3.0 or higher	3.6
% of attendees that would recommend the seminar to others	95%	96.6%
New instructors guides developed	5	7
# CPE credit offered:	90	109

2007 SEMINAR EVALUATIONS

SEMINAR	SEMINAR DATE
Technology Seminar	12/12/2007
Payroll Seminar	11/30/2007
Basic Governmental Accounting Seminar	11/29/2007
Local Government Revenue 101	11/9/2007
Basic Budgeting	9/28/2007
Local Government Budgeting 101	9/20/2007
Property Tax Institute	8/24/07
Basic Revenue Seminar	8/23/07
Utility Billing Seminar	6/28/2007
Cash Management 101	6/20/2007
Local Government Finance 101	6/7/2007
Records Management Seminar	5/24/2007
Banking Services - Joint Conference with WGFOA	5/17-18/2007
Local Government Finance 101	5/11/2007
Illinois Public Pension Institute	4/27/2007
Basics of Public Pensions Seminar	4/26/2007
Accounts Payable Seminar	4/19/2007
Debt Management Institute	3/23/2007
Basic Debt Management	3/22/2007
Advanced Governmental Accounting	3/7-8/2007
Intermediate Governmental Accounting Seminar	1/25-26/2007

2006 SEMINAR EVALUATIONS
2006 Seminar and Speaker Evaluation Report (pdf)
SEMINAR	YEARS
ABCs of Internal Controls	2006
ABCs of Local Governmental Accounting	2006
ABCs of Local Governmental Budgeting	2006
ABCs of Local Governmental Revenue	2006
ABCs of Local Government Finance	2006
Illinois Public Pension Institute	2006, 2005
Public Finance Law Institute	2006
Debt Management Conference	2006
Basic Governmental Budgeting	2006, 2005
Basic Governmental Accounting	2006, 2005
Intermediate Governmental Accounting	2006, 2005
Internal Controls	2006
Support Staff Seminar	2006
Utility Billing	2006, 2005
OPEB Webcast	2006
Predatory Lending Webcast	2006
Payroll	2006

Instructors Skills Workshops

Watch for information about 2009 workshops

2008 Graduates Instructors' Skills Workshops

Linda Ciaglia

Jim Egeberg

Barbara Fahnstrom

Julie O'Brien

2007 Graduates Instructors' Skills Workshops

Nadine Alletto

Kim Auchstetter
Mary Dankowski

Pam Figolah
Mark Horton

Tom Kuehne
Edward McKee

Daniela Partipilo
Megan Pierce
Richard A. Schnuer
Sue Stanish
Kevin Wachtel
Kelly Zabinski

2006 Graduates Instructors' Skills Workshops

Kathryn Booth

Peg Hartnett

Ruth Limpers

Courtney Rios

Marianne Shank

Chris Staron

about the workshops

Program Development Resources

Career Development Team deliverables checklist
2008 Support Staff Training topics survey results
CPE Sponsor NASBA Standards
Presentation resources
- IGFOA MS Power point Template
- CPE Review Form
- Instructors CPE Form
- IGFOA Power point Me by Kathryn Booth, 2006-2008 Budget Team Leader
- Guidelines for preparing Power point to accommodate low vision (great tips for everyone)
- How to select and use fonts
- Guidelines for presentations - marketing

2009 Planning schedule

Working with Instructors

secure commitment from instructors and panelists at least 3 months in advance to allow sufficient time for preparation
forward instructors and panelists contact information to IGFOA including name, title, government or firm, mailing address, e-mail address and phone
set up a spreadsheet to track whether instructors or panelists have provided a biography and presentation materials. See example. Work with IGFOA staff to post this tracking report on-line to keep it up-to-date.
review speaker credentials and presentations for CPE compliance in advance of program and complete CPE Review Form
communicate frequently with instructors, sending frequent updates. Refer to sample letters and e-mail messages for ideas:

request to speak or present

confirmation of speaking engagement pdf or Word

expectations and guidelines sample

last minute instructions to speakers sample

speaker thank you letter sample

coordinator thank you letter sample

Instructor CPE
Instructors or discussion leaders who present a learning activity for the first time, receive CPE credits for actual preparation time up to two times the number of CPE credits to which participants would be entitled, in addition to the time for presentation. Standards for CPE Program Measurement, Standard No. 14, Commentary states “Instructors,
discussion leaders, or speakers who present a learning activity for the first time should receive CPE credit for actual preparation time up to two times the number of CPE credits to which participants would be entitled, in addition to the time for presentation.
For example, for learning activities in which participants could receive 8 CPE credits, instructors may receive up to 24 CPE credits (16 for preparation plus 8 for presentation). For repeat presentations, CPE credit can be claimed only if it can be demonstrated that the learning activity content was substantially changed and such change required significant additional study or research.”

Instructor CPE Form (pdf)