Target Group: This workshop is for public officials of small and medium sized local governments responsible for the overall financial condition of their agencies. This includes:

• City and County Managers
• Finance Officers
• Controllers
• Budget Directors & Officers
• Budget Analysts
• Financial Analysts
• Administrative Analysts
• Treasurers

Note: Large public agencies have found this to be an excellent program to orient budget analysts to analytical thinking.

Description: This program is designed for managers and staff members to provide them with a method for monitoring their government’s financial condition. Using the International City/County Management Associations’s handbook, “Evaluating Financial Condition,” as a guide, it helps managers to develop a systematic approach for measuring and assessing financial position.

Topics include:

• What is the Financial Trend Monitoring System?
• An overview of the thirty-six financial indicators
• Where to find the information
• How to use analytical techniques
• Using the revenue indicators to asses financial condition
• Using the most important expenditure indicators
• Evaluating operating position indicators
• Using debt and unfunded liability indicators
• Assessing your capital plant and maintenance efforts
• Presenting results to elected officials and community groups

Resources: Participants use “Evaluating Financial Condition: A Handbook for Local Government” as a workshop resource.