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  • 1. Budgeting Week for Government February 22—26, 2010 Arlington, VA Budgeting Week for Government Examine Leading Methodologies to Prepare and Execute a Results-Driven Budget Receive up to 30 CPE Credits Featuring Three Interactive Core Courses: COURSE 1: COURSE 2: COURSE 3: Navigate the Budget Process Performance-Based Activity-Based Budgeting Cost Management Learn how to allocate resources in alignment with Align resource Implement budget- agency priorities consumption with strategic performance integration goals, objectives and to ensure resources performance goals are being used and allocated effectively www.PerformanceInstitute.org/Budgeting www.PerformanceInstitute.org/Budgeting
  • 2. Budgeting Week for Government COURSE 1: NAVIGATE THE BUDGET PROCESS Who Should Monday, February 22, 2010 Attend 8:30 1:00 Conference Registration and Continental Breakfast • Financial Managers Examine Public Expenditure 9:00 Management and Budgeting • Financial Analysts Learn What Budgeting Is and Stakeholder Involvement Why It is Necessary • Review financial management • CFOs legislation and guidelines for • Budget Formulation: forecasting budget formulation • Budget Analysts resource requirements • Estimate and forecast costs of • Budget Justification: budget review program activities • Budget Officers and passback (and appeals); • Account for capital assets, Legislative review and action employee needs and costs and • Program Managers • Budget Execution: distribution of funds multi-year obligations • Project Managers and reconciliation Interactive Application Session Key Realities and Drivers of the #1: Budget Formulation Reasons Budget Process Exercise to Attend • Evaluate the impact of a tight discretionary budget on the fight • Practice formulating a “mock” budget for a government agency for resources • Balance program priorities against 1. Understand how to track, • Understand and navigate scarce resources monitor and modify a budget common problems with the current • Construct a budget submission based budget process in the execution stage on the knowledge you have acquired • Understand what drives the budget 2. Align resources with process in the public sector 4:00 Day One Adjourns strategic goals, objectives 12:00 and performance measures Lunch Break 3. Examine real-world successes and failures and apply the lessons learned 4. Implement your “The instructor has a broad background performance-based strategic plan in your daily to relate to federal, state and local operations to achieve results government with examples.” 5. Learn budget justification Sylvia Owens, Program Manager, NASA and how to communicate with key stakeholders and new leadership w www.PerformanceInstitute.org/Budgeting
  • 3. Budgeting Week for Government COURSE 1: NAVIGATE THE BUDGET PROCESS Tuesday, February 23, 2010 Course One Continued 8:30 Integrated Wrap Up: Drivers, Trends, Frameworks Continental Breakfast and Tactics 9:00 • Devise and stay within a spending planManage to the legal availability of funds: purpose, timing and amount Justify Your Budget and Gain Buy-In: Building an Effective Business Case • Anticipate and respond to the “what if” scenarios: mid-year reductions, continuing resolutions and/or budget busting • Design the “message” of your budget justification and make • Navigate procedures for reprogramming within it effective an appropriation • Understand what legislatures look for in budget justifications • Update on requirements from OMB Circular A-11 and 4:00 Day Two Adjourns Departmental guidance 12:00 Lunch Break “The instructor encouraged class 1:00 Budget Execution and Reporting participation and demonstrated • Review financial management standards governing willingness to help where budget execution Understand what legislatures look for in budget justifications possible.” • Manage to the legal availability of funds: purpose, timing and amount Sharon Gatling, Program Analyst, Navy Crane Center • Align your processes with financial accounting and porting hedules www.PerformanceInstitute.org/Budgeting
  • 4. Budgeting Week for Government COURSE 2: PERFOMANCE-BASED BUDGETING Wednesday, February 24, 2010 8:30 1:00 Continental Breakfast Develop Effective Strategic Plans and Performance 9:00 Measures to Drive Budgeting: The Critical Performance-Based Budgeting in Government: Success Factors Concepts, Definitions and Mandates • Examine the critical success factors that link your strategic plan to the budget • Review performance budgeting concepts, definitions and mandates • Determine your strategic priorities for linking your measures to the budget • Learn the key components for formulating, justifying and executing a performance-based budget • Evaluate your strategic plan and performance measures to determine the best possible direction for integration • Understand what drives the budget process in the public sector—and how performance-based budgeting improves on those drivers Create a Performance-Based Budget: A Seven- Step Process to Integrate Performance and Budget Information State of Practice in Performance Budgeting: Learn the Different Types of Performance-Based Budgets Step 1: Develop/Align to Strategic Plan (Mission, Outcomes, Strategies) Understand the different ways that you can present performance information in a budget: Step 2: Determine Outputs (By Program) for Each Strategy Step 3: Define Activities to Deliver Outputs • Example 1: Traditional Activity-Based Budgets • Example 2: Strategic Plan Summary with Traditional Activity- Step 4: Calculate Full Costs (Direct/Indirect for Each Output) Based Budget Manage and Analyze data in a uniform and Step 5: Identify Cost Efficiency Improvements consistent manner Step 6: Set Performance Targets (Revise after Budget Finalization) • Example 3: Cross-Walking Between Budget and Performance Plan Step 7: Presentation of the Budget Justification • Example 4: Integration of Performance Plan and Budget • Example 5: Forecasting Performance for Different Budget Levels 4:00 Day Three Adjourns 12:00 Lunch Break www.PerformanceInstitute.org/Budgeting
  • 5. Budgeting Week for Government COURSE 2: PERFOMANCE-BASED BUDGETING Thursday, February 25, 2010 Course Two Continued 8:30 1:00 Continental Breakfast Elements One and Two: Program Purpose, Design and Strategic Planning 9:00 Interactive Application Session #3: Develop a • Analyze your program’s mission and purpose and identify Performance-Based Budget Using the Seven Steps programs with a duplicative purpose Framework Complete PART questionnaire for your • Examine strategic planning strengths and deficiencies program • Analyze long-term and annual performance goals and measures • Formulate a performance-based budget request • Create a business case for your budget request Elements Three and Four: Program Management and Results Case Study: Program Evaluation: Key Questions • Evaluate management of program goals as outlined in the to Ask Your Program in Presenting a Performance- strategic plan Based Budget • dentify areas of management challenges in • Examine the Obama Administration focus and mandates for program stewardship data collection, reporting and use of findings • Evaluate program success toward long-term goals and measures • Determine what type of evaluation is needed to develop the needed information and make informed decisions 4:00 about the program Day Four Adjourns • Select specific, researchable questions that can be asked to answer the general question 12:00 Lunch Break www.PerformanceInstitute.org/Budgeting
  • 6. Budgeting Week for Government COURSE 3: ACTIVITY-BASED COST MANAGEMENT Friday, February 26, 2010 8:30 1:00 Continental Breakfast Interactive Application Session #4: Applying 9:00 ABC/M in a Government: A Case Study • Effectively utilize the tools and techniques you have learned and Introduction to Activity-Based Costing and apply them to a real life case study Management (ABC/M): What’s Worked for Other • Apply all the ABC/M principles you learned from collecting Organizations and What Hasn’t and reporting ABC/M information to avoiding common • Understand the role of effective cost management in costing pitfalls government today • Evaluate how activity-based costing directly supports Assess Performance Measure Controls cost management • Identify input, process, and review controls • Align cost management to the overall objectives of your organization • Develop a high-level flowchart to determine whether sufficient measure controls exist • Walk away with a solid understanding of how you can apply Implement an Activity-Based Costing (ABC) System ABC/M in your agency • Evaluate the best circumstances for ABC/M • Examine the ideal environment for implementing ABC/M The Way Ahead: Adapting your Organization to ABC/M • Canvass different strategies for effectively implementing ABC/M • First steps for deploying ABC/M • Understanding ABC/M as it relates to government vendors Adopt a Framework for Cost Measurement and • What’s next after ABC/M? Allocation and Analyze Cost Drivers • Define cost measurement’s role in the cost management process 4:00 • Specify cost measurement objectives, activities and drivers and Day Five Adjourns choose the correct cost driver • Determine if an agency follows its measure definition 12:00 Lunch Break “The instructor provided a wealth of real life examples to help explain the topics.” Monique Kennedy, Program Analyst, United States Department of Labor www.PerformanceInstitute.org/Budgeting
  • 7. Budgeting Week for Government Trainer Biographies Wayne K. Simpson, founder of Advanced Ideas in He has written articles and book reviews for Jon Miller, Managing Director, Arkonas Corp., is a Government, is nationally recognized for his expertise periodicals such as The Government Accountants recognized expert and leading authority in the area in Activity Based Costing – Management. He was Journal and Government Finance Review. of performance management and measurement. Mr. the former Activity Based Costing Coordinator for the He is regularly sought out as a reference and Miller has over 35 years of experience as a partner City of Indianapolis. In this position, he managed, acknowledged in publications such as Coopers at Arthur Andersen and in industry where he held the organized, and facilitated Activity Based Costing & and Lybrand’s Activity Based Management in positions of Chief Financial Officer for a publicly held Management efforts city-wide. This included training Government and Activity Based Management for New York Stock Exchange manufacturing company of city employees on ABC principles and application Service Industries, Government Entities and Non- (NYSE:CIX) and for a privately owned independent and working with Management and Union on using profit Organizations by James Brimson and John exploration and production oil and gas company. In the ABC information to improve operations and Antos. He has also been quoted in periodicals addition, he has held positions of corporate Director prepare for managed competition. and awarded special recognition describing the for Strategic and Operations Planning for two Indianapolis program and its use of Activity Based other large, publicly held Fortune 500 companies A graduate of Purdue University, Mr. Simpson Costing such as American Productivity & Quality (NYSE:SII and NYSE:FMC). received his Bachelor of Science degree in Center’s 1997 report Activity-Based Management Industrial Management and Accounting. He II: Best Practices for Dramatic Improvement. He spent 13 years in the private sector, including 8 has conducted over 60 seminars, workshops, years with Dow Chemical, and had been with the and presentations to numerous groups including City of Indianapolis for the past 20 years where Executive Enterprises, Institute for International his last position was CFO of the Department of Research, The Conference Board, Performance Parks and Recreation. Institute, and the Government Finance Officers Association on activity-based costing, management, Mr. Simpson had been involved in the city performance budgeting, and alternative service of Indianapolis’ Activity-Based Costing and delivery options. Management program since its beginning in 1992, which in addition became the foundation Mr. Simpson belongs to the Government Financial for the city’s Performance Budget also known as Officers Association (GFOA) and has served on its the ‘Popular Budget.’ Wayne has also trained and Government Budgeting and Fiscal Policy Committee. consulted for various federal, university, city, county, He also has been involved in the Association of and state organizations on activity based costing, Governmental Accountants (AGA). He is a Certified management and budgeting. Government Financial Manager (CGFM). www.PerformanceInstitute.org/Budgeting
  • 8. CERTIFICATION & IN-HOUSE TRAINING BECOME A CERTIFIED GOVERNMENT PERFORMANCE MANAGER To ensure professional success, you must continually expand your skills and education. The bar has been raised in government agencies and organizations, and managers want to hire, promote and work with the most skilled individuals possible. To address this need, The Institute offers a Certificate in Government Performance Management. Attend the three “core” courses and an additional three “elective” courses based on the topics that meet your agency’s unique needs. The skills you acquire will then be used to complete a “capstone project” on a particular issue that you and our department are facing, which will then be evaluated by an expert member of our staff. Advance Your Career Meet New Certification Requirements Customize a Program to Fit Your Needs Education and professional certification are To hold a position as a performance manager in Working with Institute training managers, you can becoming necessary for promotion and government you must demonstrate compliance select courses that will have direct application requirements for coveted positions. In the with new skills sets required by OMB and and impact to your work. Certified Government Performance Manager Congress. Receiving your certificate is one key program, you will acquire the skills and tools to way to demonstrate your skills. make you the lead performance management resource for your organization. For more information about certification, please contact Melvin Hall at 202-739-9630 or email him at Melvin.Hall@PerformanceInstitute.org IN-HOUSE TRAINING One of the more popular vehicles for accessing the Institute’s educational offerings is the delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for your department or for an organization-wide initiative, the advanced learning methods employed by The Performance Institute will create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. CUSTOMIZATION We realize that not all obstacles can be overcome by applying an “off-the-shelf solution.” While many training providers will offer you some variation of their standard training, The Performance Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real life examples will create a learning atmosphere that resonates with participants while at the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, The Performance institute also has the ability to accommodate organizational-wide training initiatives. Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of up to 300 participants per day. AREAS OF EXPERTISE On-site delivery of single courses, certification programs and entire packages of specialized courses are available in the following areas: • Strategic Planning • Workforce Management • Program Evaluation • Performance Measurement • Performance-Based Budgeting • Administrative Management • Project Management • Performance-Based Contracting • Leadership and Change • Lean Six Sigma • Performance Reporting For more information about in-house training options, please contact Jennifer Mueller at 202-739-9619 or Jennifer.Mueller@PerformanceInstitute.org
  • 9. Government Performance Management Week Logistics & Registration VENUE & HOTEL REGISTRATION Budgeting Week for Government will be held at The Performance Institute Training Center in Arlington, VA, just one block east of the Courthouse Metro stop on 1. ONLINE at www.PerformanceInstitute.org/Budgeting the Orange Line. A public parking garage is located just inside of the building for $10/day. 2. VIA FAX to 866-234-0680 3. VIA PHONE to 877-992-9521 The Performance Institute Training Center 1515 North Courthouse Rd., Suite 600 4. VIA MAIL to Arlington, VA 22201 The Performance Institute Headquarters 877-992-9521 805 15th Street, NW, 3rd Floor A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard Washington, DC 20005 by Marriott at the prevailing rate of $209 until January 21, 2010. This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly Yes! Register me for Budgeting Week for Government and reference code “Budgeting Week for Government” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Yes! Register me for Navigate the Budget Process only Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also Yes! Register me for Performance-Based Budgeting in Government only available for your convenience. Yes! Register me for Activity-Based Cost Management only Arlington Rosslyn Courtyard by Marriott Please call me. I am interested in a special group discount for my team 1533 Clarendon Blvd. Arlington, VA 22209 703-528-2222 | www.CourtyardArlingtonRosslyn.com Delegate Information TUITION Name Title The tuition rate for Budgeting Week for Government is as follows: Offerings Tuition One Course $1199 Office Organization Two Courses $1199 The Whole Week $1199 Address For more information on group discounts for Budgeting Week for Government, please contact Melvin Hall at 202-739-9630 or email him at Melvin.Hall@ PerformanceInstitute.org City State Zip CPE CREDITS Delivery Method: Group-live Program Level: Basic Prerequisites: None Advanced Prep: None Telephone Fax CPE Credits: Up to 30 The Performance Institute 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 Email sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org Cancellation Policy 10 business days after the end of the training to: For live events: The Performance Institute will The Performance Institute Corporate Headquarters: Payment Information provide a full refund less $399 administration fee Quality Assurance, 805 15th Street, NW, 3rd Floor, for cancellations four weeks before the event. If Washington, DC 20005. Training Form/Purchase Order Check (accepted by mail only) cancellation occurs within two weeks prior to Credit Card conference start date, no refund will be issued. Note: As speakers are confirmed six months before the Registrants who fail to attend and do not cancel prior event, some speaker changes or topic changes may to the event will be charged the entire registration fee. occur in the program. The Performance Institute is not responsible for speaker changes, but will work to All the cancellation requests need to be made online ensure a comparable speaker is located to participate Your confirmation email contains links to modify or in the program. cancel registrations. Please note that the cancellation Credit Card Number Expiration Date is not final until you receive a written confirmation. If for any reason The Performance Institute decides to cancel this conference, The Performance Institute Payment must be secured prior to the conference. If accepts no responsibility for covering airfare, hotel payment is not received by the conference start date, or other costs incurred by registrants, including a method of payment must be presented at the time of delegates, sponsors and guests. Name on Card 3 Digit Card verification # registration in order to guarantee your participation at the event. Discounts Quality Assurance • All ‘Early Bird’ Discounts must require payment at The Performance Institute strives to provide you time of registration and before the cut-off date in with the most productive and effective educational order to receive any discount. Billing Zip Code experience possible. If after completing the course you • Any discounts offered whether by The Performance feel there is some way we can improve, please write Institute (including team discounts) must also require payment at the time of registration. Please make checks payable to: The Performance Institute your comments on the evaluation form provided upon your arrival. Should you feel dissatisfied with your • All discount offers cannot be combined with any Priority Code: P746-WEB learning experience and wish to request a credit or other offer. refund, please submit it in writing no later than • Discounts cannot be applied retroactively www.PerformanceInstitute.org/Budgeting