I run a Budget vs Actual report and a Utility Billing Aging summ... moreI run a Budget vs Actual report and a Utility Billing Aging summary report; both are canned reports from our acccounting system. These go in back of the agenda packets along with reports from other departments.
We just learned that our indirect costs individual is ... moreWe just learned that our indirect costs individual is quitting her employment at the end of this month and will no longer be doing indirect/allocated cost plans. We are aware of Maximus and MGT of America that perform these services. Does anyone use any other companies/people for their plans?Thanks in advance.
Does anyone have an example of verbiage used to solicit investme... moreDoes anyone have an example of verbiage used to solicit investment quotes from banks? We would like to send out the request in an email.Thanks.
Something new for us, a vendor has requested to share our experi... moreSomething new for us, a vendor has requested to share our experience in a conference about their product, implementation and overall experience. The vendor is willing to pay the cost for travel, stay etc. Is this acceptable or there can be issues in accepting this request?Appreciate any inputs.Best Regards
Good morning all - for those who were able to attend the most re... moreGood morning all - for those who were able to attend the most recent conference, as well as those who were not, we wanted to let you know that all of the presentations received have been uploaded to the NCGFOA website. Currently these can be accessed in two different locations (links provided below). The current events location will be updated with the fall conference information within the next month or so. So, the best access point for any past conference material is through the previous conferences tab. http://www.ncgfoa.org/2019-conferences-http://www.ncgfoa.org/2019-summer-conference-presentationsAntwan Morrison Assistant Finance DirectorTown of Wake Forest amorrison@wakeforestnc.gov less
Good morning!The Gaston County Finance Department has current op... moreGood morning!The Gaston County Finance Department has current openings for an Accountant III and a Payroll Administration position. Below are links for the positions.https://egov.gastongov.com/JobApplications/jobdetails.aspx?jobId=1135https://egov.gastongov.com/JobApplications/jobdetails.aspx?jobId=1136Thank you.
I am very interested in this topic as well. We are in the ... moreI am very interested in this topic as well. We are in the process of determining how the financial information can be best presented to our Board.Thank you,Darlene CarrasquilloFinance Officer - Town of Montreat
Morning, I have browsed and looked to see if anyone had shared m... moreMorning, I have browsed and looked to see if anyone had shared monthly financial reports that they give to their boards monthly. Whether it be accounting software generated reports or Excel report summaries, could you share what you share with your boards on a monthly basis at the monthly board meetings. I have been using what I inherited and am thinking of revamping and improving this process.Thank you Sincerely,Rebecca Shuler
This year’s offering of Introduction to Public Employment ... moreThis year’s offering of Introduction to Public Employment Law will be held October 7 -11, 2019, in Chapel Hill and registration is now open!
Whether you are new to human resources, an experienced HR professional new to the public sector or looking to update your skills, or an attorney newly assigned employment issues for your agency, Introduction to Public Employment Law is the course for you! This five-day course provides a thorough grounding in the major legal topics relevant to human resources management. The course fee is $675.00.
You can register here: https://www.sog.unc.edu/courses/introduction-public-employment-law
Topics include:
Employment at will and its exceptions Fair Labor Standards Act (FLSA)Antidiscrimination law Family and Medical Leave Act (FMLA) &nb... less
Craven County is seeking an experienced professional to join our... moreCraven County is seeking an experienced professional to join our Finance Team as the Assistant Finance Director. Please use the link below to access the job posting and share with anyone who may be interested.https://www.governmentjobs.com/careers/cravencountync/jobs/2523754/assistant-finance-director?pagetype=jobOpportunitiesJobs
The Board of the NC Local Government Investment Association woul... moreThe Board of the NC Local Government Investment Association would like to invite employees of local governments to apply for a scholarship to cover the full cost of attendance to the School of Government’s Cash Management and Investment of Public Funds Course scheduled for September 30-October 2, 2019 in Chapel Hill. See link below:
https://www.sog.unc.edu/courses/cash-management-and-investment-public-funds
To apply, please provide (via email) the following information:
1. Name
2. Job Title
3. Employer
4. Employer’s total Budget.
5. Training Budget for your department.
6. # of Employees in the department.
7. Description of Current Job Duties as they relate to cash and investments.
8. Summary of any prior courses which you h... less
The Board of the NC Local Government Investment Association woul... moreThe Board of the NC Local Government Investment Association would like to invite employees of local governments to apply for a scholarship to cover the full cost of attendance to the School of Government’s Cash Management and Investment of Public Funds Course scheduled for September 30-October 2, 2019 in Chapel Hill. See link below:
https://www.sog.unc.edu/courses/cash-management-and-investment-public-funds
To apply, please provide (via email) the following information:
1. Name
2. Job Title
3. Employer
4. Employer’s total Budget.
5. Training Budget for your department.
6. # of Employees in the department.
7. Description of Current Job Duties as they relate to cash and investments.
8. Summary of any prior courses which you h... less
Budgeting in Local Government November 5-8, 2019, School of Gove... moreBudgeting in Local Government November 5-8, 2019, School of Government, UNC-Chapel Hill
This four-day course covers the legal and management framework of budget preparation and enactment in North Carolina local government. Participants will discuss the numerous processes and techniques used to produce an annual operating budget and capital budget.
Who Should Attend: This course is intended for city and county managers, budget and finance officers, budget and financial analysts, and other officials who have significant responsibilities for annual budget preparation and enactment.
Registration: For the course agenda, fee, and to register online, click HERE.
Faculty Coordinator: Whitney Afonso, Associate Professor of Public Administration and Government.
For more information: Contact Alycia Inserra, Program Management Team Lead, at 919.843.7736 or aginserra@sog.unc.edu. less
Cash Management & Investment of Funds September 30 – Octob... moreCash Management & Investment of Funds September 30 – October 2, 2019, School of Government, UNC-Chapel Hill This intermediate class is for Finance officers, treasurers, and/or staff with cash management responsibilities.
This course is one of the core courses for the finance officers' certification program. It is offered once a year in October. Participants will learn about goals, process and organizations for successful cash management; how to evaluate banking services and financial institutions; investment strategies; investment policies; and accounting and reporting for investments.
Prerequisites: Participants should have at least one-year experience in local government finance and be a local government or school system finance officer, analyst, or staff member who exercises oversight responsibilities for public cash management and investment functions.
Who Should Attend: This intermediate class is for Finance officers, treasurers, and/or staff with cash management responsib... less
Development Finance Toolbox
December 10-11, 2019
School of Gover... moreDevelopment Finance Toolbox
December 10-11, 2019
School of Government, UNC-Chapel Hill
How do local governments use public-private partnerships and finance tools to stimulate private investment and revitalize Main Street?
How do local governments use public-private partnerships for development? What finance tools are available to local governments to revitalize Main Street? North Carolina communities can select from a wide array of financing tools in their efforts to attract and grow businesses, improve real estate, and build community assets. In order to select the right approach for your development project, it helps to understand the options. Participants in this course will learn the basics of development finance tools used by North Carolina local governments to achieve their community and economic development goals.
Program Topics:
Opportunity Zones and the Local Government Role
Federal financing programs and tax credit financing
Local government capital financing
Tax increment financing (TI... less
NCDOR’s local government division is presenting the follow... moreNCDOR’s local government division is presenting the following workshops for county and city finance staff and property tax staff. Come and learn how your city or county interacts with the Department and about the distributions that you receive.The morning workshop focuses on forms submitted to the NCDOR Information Unit (TR-1, TR-2, AV-50) to report local property tax values and levies, and will be offered at eight different locations throughout the state (longer description below).The afternoon workshop focuses on Refunds and Distributions, and will be offered at ten different locations throughout the state (longer description below).The workshops are free, but please let us know that you are coming by registering. Space is limited, so please register as soon as possible.To register, please visit this website, select the location and workshop, and enter your information https://www.ncdor.gov/news/local-government-workshops
Alternatively, you can also visit www.ncdor.gov then click on “Lo... less
Has anyone been through the GASB 87 (Leases) implementation... moreHas anyone been through the GASB 87 (Leases) implementation yet? If you can share some insights or better yet, share some documentation (Planning, Implementation Milestones etc), that would be very helpful.
The Town of Wake Forest did not have to use any of our personal ... moreThe Town of Wake Forest did not have to use any of our personal information. We were, however, required to setup a new and separate TIN for each plan that we intended to fund. This was in addition to the current TIN that we already had in place. Also, if you are using their resolution/agreement as a guide please make sure that you have the most up to date one. We went through the entire process, took it before our board and everything...then after we submitted to treasurer's office they said that their legal team had changed a few things in the verbiage and that we would need to redo this. Antwan MorrisonTown of Wake Forest less
Does anyone have occupancy tax audits performed of the local hot... moreDoes anyone have occupancy tax audits performed of the local hotels and bed & breakfast? If so, can you please advise of your process?Thanks,Tammy SwindellCity of Washington
Good morning,The 2019 Utility Fee Survey is now available. This ... moreGood morning,The 2019 Utility Fee Survey is now available. This is the fourth biennial survey I've conducted to determine what fees are charged by utilities, and how much they charge. I will publish the results later in the year.If you would like to participate in the survey, here is the link -- https://forms.gle/D9ChASrhz3DjRuqw5.Please feel free to contact me if you have any questions.Thanks in advance,Gary
