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  1. 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: Activity-Based Navigate the Performance-Based Cost Management Budget Process Budgeting Utilize activity based costing Learn how to allocate Align resource to effectively measure your resources in alignment with consumption with strategic programs’ cost efficiencies agency priorities goals, objectives and performance goals www.PerformanceInstitute.org/Budgeting www.PerformanceInstitute.org/Budgeting
  2. 2. Budgeting Week for Government COURSE 1: ACTIVITY-BASED COST MANAGEMENT Who Should Monday, February 22, 2010 Attend 8:30 Continental Breakfast • Financial Managers 9:00 Introduction to Activity-Based Costing and Management (ABC/M): • Financial Analysts What’s Worked for Other Organizations and What Hasn’t • CFOs • Understand the ABCs of ABM • Evaluate how activity-based costing directly supports cost management • Budget Analysts • Align cost management to the overall objectives of your organization • Budget Officers Implement an Activity-Based Costing (ABC) System • Overview of An ABC Implementation • Program Managers • Examine the ideal environment for implementing ABC/M • Project Managers • Canvass different strategies for effectively implementing ABC/M Reasons Adopt a Framework for Cost Measurement and Allocation and Analyze Cost Drivers to Attend • Define cost measurement’s role in the cost management process • Specify cost measurement objectives, activities and drivers and choose the correct cost driver 1. Understand how to track, • Determine if an agency follows its measure definition monitor and modify a budget in the execution stage 12:00 Lunch Break 2. Align resources with 1:00 strategic goals, objectives Interactive Application Session #4: Applying ABC/M in a and performance measures Government: A Case Study 3. Examine real-world • Effectively utilize the tools and techniques you have learned and apply them to a successes and failures and real life case study • Apply all the ABC/M principles you learned from collecting and reporting apply the lessons learned ABC/M information to avoiding common costing pitfalls 4. Implement your Assess Performance Measure Controls performance-based • Identify input, process, and review controls strategic plan in your daily • Develop a high-level flowchart to determine whether sufficient measure controls exist operations to achieve results • Walk away with a solid understanding of how you can apply ABC/M in your agency 5. Learn budget justification The Way Ahead: Adapting your Organization to ABC/M and how to communicate • First steps for deploying ABC/M with key stakeholders and • Understanding ABC/M as it relates to government vendors new leadership • What’s next after ABC/M? w www.PerformanceInstitute.org/Budgeting 4:00 Day One Adjourns
  3. 3. Budgeting Week for Government COURSE 2: NAVIGATE THE BUDGET PROCESS Tuesday, February 23, 2010 8:30 1:00 Conference Registration and Continental Breakfast Examine Public Expenditure Management 9:00 and Budgeting • Review financial management legislation and guidelines for Learn What Budgeting Is and Why It is Necessary budget formulation • Budget Formulation: forecasting resource requirements • Estimate and forecast costs of program activities • Budget Justification: budget review and passback (and • Account for capital assets, employee needs and costs and multi- appeals); Legislative review and action year obligations • Budget Execution: distribution of funds and reconciliation Interactive Application Session #1: Budget Key Realities and Drivers of the Budget Process Formulation Exercise • Evaluate the impact of a tight discretionary budget on the fight for resources • Practice formulating a “mock” budget for a government agency • Understand and navigate common problems with the current • Balance program priorities against scarce resources budget process • Construct a budget submission based on the knowledge you • Understand what drives the budget process in the public sector have acquired 12:00 4:00 Lunch Break Day Two Adjourns “The instructor encouraged class participation and demonstrated willingness to help where possible.” Sharon Gatling, Program Analyst, Navy Crane Center www.PerformanceInstitute.org/Budgeting
  4. 4. Budgeting Week for Government COURSE 2: NAVIGATE THE BUDGET PROCESS Wednesday, February 24, 2010: Course 2, Continued 8:30 1:00 Continental Breakfast Budget Execution and Reporting 9:00 • Review financial management standards governing budget execution Justify Your Budget and Gain Buy-In: Building an • Manage to the legal availability of funds: purpose, timing Effective Business Case and amount • Design the “message” of your budget justification and make • Align your processes with financial accounting and it effective reporting schedules • Understand what legislatures look for in budget justifications • Update on requirements from OMB Circular A-11 and Integrated Wrap Up: Drivers, Trends, Frameworks Departmental guidance and Tactics • Devise and stay within a spending plan Interactive Application Session #2: Strategic Marketing and Communications and Budget • Anticipate and respond to the “what if” scenarios: mid-year reductions, continuing resolutions and/or budget busting Justification • Navigate procedures for reprogramming within • Understand the differing priorities and perspectives of a budget an appropriation officer and a budget examiner • Learn to anticipate the concerns of your counterparts and adjust 4:00 ahead of time Day Three Adjourns • Improve your understanding of both sides of the budget review process 12:00 Lunch Break www.PerformanceInstitute.org/Budgeting
  5. 5. Budgeting Week for Government COURSE 3: PERFOMANCE-BASED BUDGETING Thursday, February 25, 2010 8:30 12:00 Continental Breakfast Lunch Break 9:00 1:00 Performance-Based Budgeting in Government: Review and Evaluate a Comprehensive Performance- Concepts, Definitions and Mandates Based Budget • Understand the latest laws and regulations that govern • Understand how to integrate mission, policy goals, and performance-based budgeting at the federal, state and performance measures into your budget local level • Determine your strategic priorities in order to link your measures • Identify the linkage between cost management and to your budget performance budgeting • Learn to illustrate inclusion within budgeting for better outcomes • Review the attributes of the performance measurement system and results and how it relates to performance budgeting • Examine performance-based budgeting via an activity-based budget foundation Create a Performance-Based Budget: A Ten- Performance-Based Budgeting Application Session Step Process to Integrate Performance and Budget Information • Develop the foundation of your agencies performance budget by creating the activity, output and program structure Step 1: Create alignment with a strategic plan, a mission and policy goals Step 2: List and assign programs with outcome measure Understand the Requirements of Step 3: Service delivery activities are assigned outputs and related Performance Budgeting activities grouped by program • Review a performance worksheet to better understand how to Step 4: Calculate activity costs build targets for costs, outputs and outcomes • Discover system requirements for costing and Step 5: Activity costs roll up to build program budgets performance integration Step 6: Planned targets for outcomes and outputs are developed • Evaluate techniques for cross walking the performance-based by planning efforts budget to the statutory budget format Step 7: Budget costs from the performance-based structure are cross-walked to statutory line item budget Step 8: Budget is presented, explained and justified based on 4:00 performance expectations Day Three Adjourns Step 9: Use the PBB to evaluate actual cost and results Step 10: Identify cost and performance improvements “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
  6. 6. Budgeting Week for Government COURSE 3: PERFOMANCE-BASED BUDGETING Friday, February 26, 2010 8:30 1:00 Continental Breakfast Performance Management as it Relates to Performance-Based Budgeting 9:00 • Discuss and learn the value of cost and performance Understand and Communicate the Benefits of management and how it ties to the budgeting process and it’s Performance-Based Budgeting financial impact • Identify the benefits and uses of performance budgets as it • Create a culture of change and innovations relates to managers, planners, elected officials and citizens • Target levels of improvement at the activity level • Learn how to create a strong business case for your • Develop action steps for process re-design budget request • Increase the production of valued activities • Review the Four Part Assessment Rating Tool to better • Improve managerial accountability and decision making understand it’s relation to the performance-based budgeting evaluation process Case Study: Review of Performance Management Performance-Based Budgeting Application Session and Budgeting • Further develop the foundation of your respective agencies • Review an actual problem as it is identified and the action steps performance budget by adding the operational outcome employed to improve operational results measures to the program structure • Identify areas of management challenges in program stewardship 12:00 Lunch Break 4:00 Training Adjourns www.PerformanceInstitute.org/Budgeting
  7. 7. Budgeting Week for Government Trainer Biographies Wayne K. Simpson Senior Fellow, The Performance Institute; Founder, Advanced Ideas in Government Wayne K. Simpson is nationally recognized Mr. Simpson had been involved in the city Indianapolis program and its use of Activity Based for his expertise in Activity Based Costing of Indianapolis’ Activity-Based Costing and Costing such as American Productivity & Quality – Management. He was the former Activity Management program since its beginning in Center’s 1997 report Activity-Based Management Based Costing Coordinator for the City of 1992, which in addition became the foundation II Best Practices for Dramatic Improvement. Indianapolis. In this position, he managed, for the city’s Performance Budget also known as organized, and facilitated Activity Based the ‘Popular Budget.’ Wayne has also trained He has conducted over 60 seminars, workshops, Costing & Management efforts citywide. This and consulted for various federal, university, city, and presentations to numerous groups including included training of city employees on ABC county, and state organizations on activity based Executive Enterprises, Institute for International principles and application and working with costing, management and budgeting. Research, The Conference Board, Performance Management and Union on using the ABC Institute, and the Government Finance information to improve operations and prepare He has written articles and book reviews for Officers Association on activity-based costing, for managed competition. periodicals such as The Government Accountants management, performance budgeting, and Journal and Government Finance Review. He alternative service delivery options. A graduate of Purdue University, Mr. Simpson is regularly sought out as a reference and received his Bachelor of Science degree in acknowledged in publications such as Coopers Mr. Simpson belongs to the Government Industrial Management and Accounting. He and Lybrand’s Activity Based Management in Financial Officers Association (GFOA) and has spent 13 years in the private sector, including Government and Activity Based Management for served on its Government Budgeting and Fiscal 8 years with Dow Chemical, and had been Service Industries, Government Entities and Non- Policy Committee. He also has been involved with the City of Indianapolis for the past 20 profit Organizations by James Brimson and John in the Association of Governmental Accountants years where his last position was CFO of the Antos. He has also been quoted in periodicals (AGA). He is a Certified Government Financial Department of Parks and Recreation. and awarded special recognition describing the Manager (CGFM). John Miller Managing Director, Arkonas Corp. Mr. Miller is a recognized expert and Stock Exchange manufacturing company leading authority in the area of performance (NYSE:CIX) and for a privately owned management and measurement. Mr. Miller independent exploration and production oil has over 35 years of experience as a partner and gas company. In addition, he has held positions of corporate Director for Strategic at Arthur Andersen and in industry where and Operations Planning for two other he held the positions of Chief Financial large, publicly held Fortune 500 companies Officer for a publicly held New York (NYSE:SII and NYSE:FMC). www.PerformanceInstitute.org/Budgeting
  8. 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 Blake Zach at 202-739-9548 or Blake.Zach@PerformanceInstitute.org
  9. 9. Logistics & Registration REGISTRATION 1. ONLINE at www.PerformanceInstitute.org/Budgeting 2. VIA FAX to 866-234-0680 3. VIA PHONE to 877-992-9521 4. VIA MAIL to The Performance Institute Headquarters VENUE & HOTEL 805 15th Street, NW, 3rd Floor Washington, DC 20005 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 the Orange Line. A public parking garage is located just inside of the building Yes! Register me for Budgeting Week for Government for $10/day. Yes! Register me for Activity-Based Cost Management only Yes! Register me for Navigate the Budget Process only The Performance Institute Training Center Yes! Register me for Performance-Based Budgeting in Government only 1515 North Courthouse Rd., Suite 600 Please call me. I am interested in a special group discount for my team Arlington, VA 22201 877-992-9521 Delegate Information A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard 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 Name Title and reference code “Budgeting Week for Government” when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that is also Office Organization available for your convenience. Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Address Arlington, VA 22209 703-528-2222 | www.CourtyardArlingtonRosslyn.com City State Zip TUITION The tuition rate for Budgeting Week for Government is as follows: Telephone Fax Offerings Early Bird Rate* Regular Rate One Course $1099 $1199 Two Courses $1699 $1799 Email The Whole Week $1899 $1999 Payment Information *For the Early Bird Rate, register before December 14, 2009 Training Form/Purchase Order Check (accepted by mail only) For more information on group discounts for Budgeting Week for Government, Credit Card please contact Melvin Hall at 202-739-9630 or email him at Melvin.Hall@PerformanceInstitute.org Credit Card Number Exp.Date CPE CREDITS Delivery Method: Group-live Program Level: Basic Prerequisites: None Advanced Prep: None CPE Credits: Up to 30 Name on Card 3 Digit verification # 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 Billing Address sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org Quality Assurance If for any reason The Performance Institute decides Billing Address The Performance Institute strives to provide you to cancel this conference, The Performance Institute Priority Code: P746-WEB with the most productive and effective educational accepts no responsibility for covering airfare, hotel Please make checks payable to: The Performance Institute experience possible. If after completing the course or other costs incurred by registrants, including you feel there is some way we can improve, delegates, sponsors and guests. please write your comments on the evaluation Cancellation Policy form provided upon your arrival. Should you feel Discounts and Payment The Performance Institute will provide a full refund less a $399 administration fee for dissatisfied with your learning experience and wish • All ‘Early Bird’ Discounts must require payment at cancellations requested four weeks prior to the event start date unless cancellation occurs to request a credit or refund, please submit it in time of registration and before the cut-off date in within two weeks prior to the event start date. If a cancellation is requested less than two writing no later than 10 business days after the end order to receive any discount. weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and of the training to: • Any discounts offered whether by The Performance do not cancel prior to the event will be charged the entire registration fee. All cancellations Institute (including team discounts) must also require must be requested through the cancellation link found in your attendance confirmation email. The Performance Institute Corporate Headquarters: payment at the time of registration. Please note that cancellation is not final until you receive a cancellation confirmation email. Quality Assurance, 805 15th Street, NW, 3rd Floor, • All discount offers cannot be combined with any Washington, DC 20005. other offer. • Discounts cannot be applied retroactively I have read and accepted the Cancellation Policy above Note: As speakers are confirmed six months before the event, some speaker changes or topic changes Payment must be secured prior to the conference. ACLNOWLEDGED AND AGREED may occur in the program. The Performance If payment is not received by the conference start Institute is not responsible for speaker changes, but date, a method of payment must be presented at By: _____________________________________________ Date: ___________________ will work to ensure a comparable speaker is located the time of registration in order to guarantee your to participate in the program. participation at the event.