Budget Like a Boss and GFOA Distinguished Budget Presentation Award

Presented by the Chicago metro chapter

Chicago metro chapter

Wednesday, August 2, 2017, 11:30 AM–2:00 PM

Location

Bensenville Police Department
345 E. Green St
BensenvilleIL 60106

Map and directions

  • Members $ 15.00 Before Aug 2, 2017 Members $ 15.00
  • Government / Partner Colleagues $ 19.00 Before Aug 2, 2017 Government / Partner Colleagues $ 19.00
  • Non-members $ 24.00 Before Aug 2, 2017 Non-members $ 24.00

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Description

AGENDA
11:30  AM Check–in and lunch immediately served at 11:30

12:00 PM - PART 1
HOW TO BUDGET LIKE A BOSS
This session will focus on the budget process as a whole from beginning to end.  Items covered include:

  • Review of the budget process as a whole
  • Putting together a timeline
  • How to Budget Revenues
  • How to Budget Expenses
  • Utilizing Technology
  • Putting together a 5 Year CIP
  • Getting through Board review.

Learning Objectives:  Participants completing this session will be able to: 
1. Gain an understanding of the Municipal Budget Process as a whole including utilizing timelines, budgeting Revenues, Expenses and a 5 Year Capital Improvement Plan.
2. Learn how to incorporate technology into the budget process.
3. Become familiar with strategies for presenting to the Board.

Speakers:
Tim Sloth is a CPA and the current Director of Finance and Treasurer for the Village of Winnetka. In his current role Mr. Sloth serves on the leadership team for the Village of Winnetka as its top financial officer and oversees all aspects of the Village’s Finance Department.  He has worked in local government finance either directly or as an auditor for 15 years. He is also a Vice President of the Chicago Metro Chapter of the Illinois Government Finance Officers’ Association.
Amit Thakkar is CPA and the current Director of Finance for the Village of Bensenville. In his current role Mr. Thakkar serves on the leadership team for the Village of Bensenville as its top financial officer and oversees all aspects of the Village’s Finance Department.  He has worked in local government finance for 9 years. He is also the current Secretary of the Chicago Metro Chapter of the Illinois Government Finance Officers’ Association.
Nick Mostardo is an MPA and the current Assistant Director of Finance for the Village of Winnetka.  He has worked for local government in multiple roles for6x years.  In his current role Nick oversees the Village of Winnetka’s annual budget process and is in charge of Information Technology.   He also serves on the Technical Accounting Review Committee (TARC) of the Illinois Government Finance Officers’ Association.  

1:00 PM - PART 2
HOW TO WIN THE GFOA DISTINGUISHED BUDGET PRESENTATION AWARD
This session will focus on preparing a municipal budget that meets the guidelines of the Government Finance Officers Association Distinguished Budget Presentation Award.  Items covered include:

  • GFOA Budget Awards Program Overview
  • Benefits of Participation
  • Eligibility
  • Application / Criteria Location Guide
  • Budget Award Review Process
  • Best Practices
  • Defining Goals
  • Strategies and Initiatives
  • Financial Plan

Learning Objectives:  Participants completing this session will be able to: 
1. To gain an understanding of the GFOA Distinguished Budget Presentation Award program.
2. Learn how to determine eligibility for the program, items included in the criteria location guide and filling out the application for the Distinguished Budget Presentation Award. 
3. Learn GFOA budgeting best practices. 

Speaker:
John Fishbein is a senior program manager in the Technical Services Center of the Government Finance Officers Association of the United States and Canada (GFOA) in Chicago, Illinois.   He is responsible for the day-to-day operation of GFOA's Distinguished Budget Presentation Awards Program. He is the author of GFOA's recent publication on Building a Better Budget Document and previously authored Preparing High Quality Budget Documents for School Districts and Preparing High Quality Budget Documents.  He serves as staff to GFOA's standing Committee on Governmental Budgeting and Fiscal Policy.  He has spoken at national and Internet training seminars and conferences on budgeting.

Intended Audience: Finance Professionals
Delivery method:
 Group Live
Program Level: 
Overview
Prerequisites: 
No prerequisites required 
Advanced Preparation:
 No advanced preparation required
Field of Study: 
Finance - Technical
Earn about 2.0 CPE credit

CPE hours: 2.20

For more information

Tim Sloth
TSloth@winnetka.org

Registration and cancellation policy

Registrations are accepted on a first-in, first registered basis. Payments by check should be mailed in advance or made at time of registration by credit card. 

IGFOA Members are those Public Sector and Partner or Associate individuals specifically listed in the IGFOA Membership Application or Renewal. IGFOA Government Staff rate applies to staff, appointed officials, and elected officials of a government with a current IGFOA membership. If you have questions about your membership, contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.

If you are unable to attend, please contact IGFOA at 630-942-6587 or info@igfoa.org as soon as possible.  A $10 cancellation fee will be charged for cancellations up to July 26, 2017. Cancellations after July 26, 2017 and no-shows are responsible for the full tuition.

IGFOA reserves the right to modify the agenda, cancel the event due to low enrollment, or to close registration if full.  Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event.

By submitting this registration, the applicant agrees to the registration and cancellation policy above.

Approved by the National Registry of CPE Sponsors

CPE RegistryIllinois Government Finance Officers Association (IGFOA) 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: www.nasbaregistry.org.

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