Who Will Benefit?

Whether you are new to municipal budgeting or need a refresher, come join us for a discussion that will focus on the fundamentals of a developing a municipal budget. Topics will cover the specifics of developing a governmental budget including personnel, capital budgeting, forecasting techniques, revenue and expenditure analysis and communicating the budget message. No Prerequisites are required.


Registration Information

Registration is limited to 80 registrants; there will be no waiting list.

By January 8After January 8
Members- $500.00Members- $650.00
Non-members- $650.00Non-members- $650.00
Online registrations only will be limited to the first 80 registrants, and we will not maintain a waiting list.

Cancellation Information

Cancellation & Substitute Policy:  If you are registered and cannot attend, we encourage you to send a substitute.  If you cannot send a substitute, a $100 cancellation fee will be assessed if written cancellation is received by January 8, 2024.  No refunds will be honored after January 8, 2024.

Register Now

Meeting and Speaker Information

This 2- day workshop will be held at the Round Rock Public Library, 200 E. Liberty Ave, Round Rock, Texas 78664. Complimentary Parking is available. Breakfast and Lunch provided on Thursday and Friday.

Come join us for a discussion that will focus on the fundamentals of a developing a municipal budget. Topics will cover the specifics of developing a governmental budget including:

  • Personnel
  • Capital Planning
  • Forecasting Techniques
  • Revenue & Expenditure Analysis
  • Truth In Taxation
  • Tax Rate Planning
  • GFOA Distinguished Budget Award Document Preparation

Thursday, January 18            8:00 a.m.-5:00 p.m. (7:30 a.m. Breakfast)
Friday,  January 19        8:00 a.m.-5:00 p.m. (7:30 a.m. Breakfast)

Presentation:

Presentation – Downloadable PDF

Spreadsheets:

Bedford_ExampleDeptProjectionWorksheetDownload
Bedford_FY2025DepartmentPlanningCalendar_CondensedDownload
Bedford_FY2025DepartmentPlanningCalendarDownload
Bedford_LongRangeForecastDownload
BedfordExample_PersonnelBudgetDownload
Council-Vote-PageDownload
FY-24-Revenue-Trend-Projections-GFOATDownload
Notice_RequirementsDeadlines_FY24-25Download
Personnel-Budget-FY23-GFOATDownload
Property-Tax-Projection-ToolDownload
Sales-Tax-Projection-ToolDownload

Budget in Brief – Download

Speakers:

Meg Jakubik, Strategic Services Manager, City of Bedford

Aaron Rector, Director of Administrative Services, City of Keller

Martie Simpson, Executive Director, Government Finance Officers Association of Texas

John Zagurski, Finance Director, Town of Northlake

Cayce Lay Lamas, Director of Finance, City of Westlake

Meeting and Hotel Information

The meeting will be held at the Round Rock Public Library, 200 E. Liberty Ave, Round Rock, Texas 78664. Complimentary Parking is available.

Click here for Round Rock Hotels. GFOAT cannot guarantee the quality of these facilities, so please check TripAdvisor, Yelp, or similar sites for recent hotel reviews before booking. GFOAT does not contract with any Round Rock hotels for group rates. Please contact the specific hotel for room and rate availability during your desired stay.

Continuing Education Credit

Individuals may submit program information to their certifying agency to determine if CEU’s or other credits may be applied. GFOAT does not pre-certify sessions for credit. You may earn up to 16 hours of CPE and No Prerequisites are required.

Meeting Accommodations

Meeting accommodations requests such as dietary restrictions must be submitted to Crane Petty by January 8 be considered.

Attire

The conference attire is casual so please dress for comfort. Be sure to bring a sweater or jacket to the sessions in the event the meeting rooms are cold.