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  1. 1. BUDGETING WEEK for Government Examine Leading Methodologies to Prepare August 9–13, 2010 & Execute a Results-Driven Budget Arlington, VA FEATURING THREE INTERACTIVE COURSES: Link Your Agency’s Performance with COURSE 1: NAVIGATE THE BUDGET PROCESS Learn how to allocate resources in alignment with agency priorities Your Annual Budget to Stretch COURSE 2: ACTIVITY-BASED COST MANAGEMENT Utilize activity based costing to effectively measure your programs’ cost efficiencies Program Dollars COURSE 3: PERFORMANCE-BASED BUDGETING IN GOVERNMENT & Improve Results Align resource consumption with strategic goals, objectives & performance goals In Association with: Earn up to 25 CPE Credits!
  2. 2. Agenda-at-a-Glance BUDGETING WEEK FOR GOVERNMENT Agenda-at-a-Glance RECEIVE THE LATEST UPDATES ON THE STATE OF PERFORMANCE BUDGETING Day One: Monday, August 9, 2010 NAVIGATE THE BUDGET PROCESS 8:30 Conference Registration and Continental Breakfast 9:00 Learn What Budgeting Is and Why It is Necessary Key Realities and Drivers of the Budget Process 12:00 Lunch Break 1:00 Examine Public Expenditure Management and Budgeting Interactive Application Session #1: Budget Formulation Exercise 4:00 Day One Adjourns Day Two: Tuesday, August 10, 2010 NAVIGATE THE BUDGET PROCESS 8:30 Continental Breakfast 9:00 Justify Your Budget and Gain Buy-In: Frameworks for Budget Development Interactive Application Session #2: Strategic Marketing and Communications and Budget Justification 12:00 Lunch Break 1:00 Budget Execution and Reporting Integrated Wrap Up: Drivers, Trends, Frameworks and Tactics 4:00 Day Two Adjourns WHO SHOULD ATTEND? • Financial Managers • Financial Analysts • CFOs • Budget Analysts • Budget Officers • Program Managers • Project Managers 2
  3. 3. Agenda-at-a-Glance Day Three: Monday, Wednesday, August 11, 2010 ACTIVITY-BASED COST MANAGEMENT 8:30 Registration and Continental Breakfast Introduction to Activity-Based Costing and Management (ABC/M): 9:00 What’s Worked for Other Organizations and What Hasn’t Implement an Activity-Based Costing (ABC) System Adopt a Framework for Cost Measurement and Allocation and Analyze Cost Drivers 12:00 Lunch Break 1:00 Interactive Application Session #4: Applying ABC/M in Government: A Case Study The Way Ahead: Adapting Your Organization to ABC/M 4:00 Day Three Adjourns Day Four: Thursday, August 12, 2010 PERFORMANCE-BASED BUDGETING 8:30 Continental Breakfast 9:00 Performance-Based Budgeting in Government: Concepts, Definitions and Mandates Create a Performance-Based Budget: A Ten-Step Process to Integrate Performance and Budget Information 12:00 Lunch Break 1:00 Review and Evaluate a Comprehensive Performance-Based Budget Performance-Based Budgeting Application Session Understand the Requirements of Performance Budgeting 4:00 Day Four Adjourns Day Five: Friday, August 13, 2010 PERFORMANCE-BASED BUDGETING 8:30 Continental Breakfast 9:00 Understand and Communicate the Benefits of Performance-Based Budgeting Performance-Based Budgeting Application Session 12:00 Lunch Break 1:00 Performance Management as it Relates to Performance-Based Budgeting Case Study: Review of Performance Management and Budgeting 4:00 Day Four Adjourns 3
  4. 4. Course One NAVIGATE THE BUDGET PROCESS Day 1: Monday, August 9, 2010 8:30 1:00 Conference Registration and Continental Breakfast Examine Public Expenditure Management & Budgeting 9:00 • Review financial management legislation and Learn What Budgeting is & Why it is Necessary guidelines for budget formulation • Estimate and forecast costs of program activities • Budget Formulation: Forecasting resource requirements • Account for capital assets, employee needs and • Budget Justification: Budget review and passback costs and multi-year obligations (and appeals); Legislative review and action • Budget Execution: Distribution of funds and reconciliation Interactive Application Session #1: Key Realities & Drivers of the Budget Process Budget Formulation Exercise • Evaluate the impact of a tight discretionary budget on • Practice formulating a “mock” budget for a the fight for resources government agency • Understand and navigate common problems with the • Balance program priorities against current budget process scarce resources • Understand what drives the budget process in the • Construct a budget submission based on the public sector knowledge you have acquired 12:00 4:00 Lunch Break Day One Adjourns About the Trainer: ABC information to improve operations and prepare for managed competition. Wayne K. Simpson, A graduate of Purdue University, Mr. Simpson received his Senior Fellow, The Performance Institute Bachelor of Science degree in Industrial Management and Accounting. He spent 13 years in the private sector, including W ayne K. Simpson founder is nationally recognized 8 years with Dow Chemical, and was with the City of for his expertise in Activity Based Costing – Indianapolis for the past 20 years where his last position was Management. He was the former Activity Based Costing CFO of the Department of Parks and Recreation. Coordinator for the City of Indianapolis. In this position, he managed, organized and facilitated Activity Based Costing Mr. Simpson was involved in the city of Indianapolis’ Activity- & Management efforts citywide. This included training Based Costing and Management program since its beginning of city employees on ABC principles and application in 1992, which in addition became the foundation for and working with Management and Union on using the the city’s Performance Budget also known as the ‘Popular 4
  5. 5. NAVIGATE THE BUDGET PROCESS Course One Day 2: Tuesday, August 10, 2010 8:30 12:00 Continental Breakfast Lunch Break 9:00 1:00 Justify Your Budget & Gain Buy-In: Budget Execution & Reporting Building an Effective Business Case • Review financial management standards governing • Design the “message” of your budget justification and budget execution make it effective • Manage to the legal availability of funds: Purpose, • Understand what legislatures look for in budget justifications timing and amount • Update on requirements from OMB Circular A-11 and • Align your processes with financial accounting and Departmental guidance reporting schedules Interactive Application Session #2: Strategic Marketing Integrated Wrap Up: Drivers, Trends, Frameworks & Tactics & Communications & Budget Justification • Devise and stay within a spending plan • Understand the differing priorities and perspectives of a • Anticipate and respond to the “what if” scenarios: Mid- budget officer and a budget examiner year reductions, continuing resolutions and/or budget busting • Learn to anticipate the concerns of your counterparts and • Navigate procedures for reprogramming within appropriation adjust ahead of time • Improve your understanding of both sides of the budget 4:00 review process Day Two Adjourns Budget.’ Wayne has also trained and consulted for various 1997 report Activity-Based Management II Best Practices federal, university, city, county and state organizations on for Dramatic Improvement. He has conducted over 60 activity based costing, management and budgeting. He seminars, workshops, and presentations to numerous groups has written articles and book reviews for periodicals such including Executive Enterprises, Institute for International as The Government Accountants Journal and Government Research, The Conference Board, Performance Institute and Finance Review. He is regularly sought out as a reference the Government Finance Officers Association on activity- and acknowledged in publications such as Coopers and based costing, management, performance budgeting and Lybrand’s Activity Based Management in Government alternative service delivery options. and Activity Based Management for Service Industries, Government Entities and Non-profit Organizations by Mr. Simpson belongs to the Government Financial Officers James Brimson and John Antos. He has also been quoted Association (GFOA) and has served on its Government in periodicals and awarded special recognition describing Budgeting and Fiscal Policy Committee. He also has been the Indianapolis program and its use of Activity Based involved in the Association of Governmental Accountants (AGA). Costing such as American Productivity & Quality Center’s He is a Certified Government Financial Manager (CGFM). 5
  6. 6. Course Two ACTIVITY-BASED COST MANAGEMENT Day 3: Wednesday, August 11, 2010 8:30 12:00 Continental Breakfast Lunch Break 9:00 1:00 Introduction to Activity-Based Costing & Interactive Application Session #4: Management (ABC/M): What’s Worked for Other Applying ABC/M in Government: A Case Study Organizations & What Hasn’t • Effectively utilize the tools and techniques you have • Understand the role of effective cost management in learned and apply them to a real life case study government today • Apply all the ABC/M principles you learned from • Evaluate how activity-based costing directly supports collecting and reporting ABC/M information to avoiding cost management common costing pitfalls • Align cost management to the overall objectives of • Walk away with a solid understanding of how you can your organization apply ABC/M in your agency Implement an Activity-Based Costing (ABC) System The Way Ahead: Adapting your Organization to ABC/M • Evaluate the best circumstances for ABC/M • First steps for deploying ABC/M • Examine the ideal environment for implementing ABC/M • Understanding ABC/M as it relates to government vendors • Canvass different strategies for effectively implementing ABC/M • What’s next after ABC/M? Adopt a Framework for Cost Measurement & 4:00 Allocation & Analyze Cost Drivers Day Three Adjourns • Define cost measurement’s role in the cost management process • Specify cost measurement objectives, activities and drivers and choose the correct cost driver • Examine a level-of-effort analysis and overhead-to- overhead analysis Agenda continued on Page 8... “The instructor was very knowledgeable with great presentation skills. He adapted to the needs of class members.” — TB, Assistant Town Manager for Operations, Bluffton, South Carolina 6
  7. 7. BUDGETING WEEK FOR GOVERNMENT Certification Information Become a Certified Meet New Certification Government Requirements Performance Manager To hold a position as a performance manager in government you must demonstrate compliance with To ensure professional new skills sets required by OMB and Congress. success, you must continually Receiving your certificate is one key way to expand your skills and demonstrate your skills. education. The bar has been raised in government agencies and organizations and many government managers are now required Customize a Program to to receive formal certification to stay up to date on the latest trends, best practices and mandates. Fit Your Needs Working with Institute training managers, you can To address these needs, the Institute offers a select courses that will have direct application and Certificate in Government Performance Management. impact to your work. Completing a certification program is easy. Just attend three “core” courses and an additional three “elective” For more information about certification, please courses you select based on topics that meet your contact Chris Hicks at 202-739-9548 or email him agency’s unique needs. Upon successful completion, at you will emerge from the Institute’s certification program with a thorough understanding of all course concepts—and poised to apply what you learned in a real and practical way. Advance Your Career Education and professional certification are becoming necessary for promotion and requirements for coveted positions. In the Certified Government Performance Manager program, you will acquire the skills and tools to make you the lead performance management resource for your organization. 7
  8. 8. Course Three PERFORMANCE-BASED BUDGETING Day 4: Thursday, August 12, 2010 8:30 12:00 Continental Breakfast Lunch Break 9:00 1:00 Performance-Based Budgeting in Government: Review & Evaluate a Comprehensive Concepts, Definitions & Mandates Performance-Based Budget • Understand the latest laws and regulations that govern • Understand how to integrate mission, policy goals and performance-based budgeting at federal, state and local levels performance measures into your budget • Identify the linkage between cost management and • Determine your strategic priorities in order to link your performance budgeting measures to your budget • Review the attributes of the performance measurement • Learn to illustrate inclusion within budgeting for better system and how it relates to performance budgeting outcomes and results • Examine performance-based budgeting via an Create a Performance-Based Budget: A Ten-Step Process activity-based budget foundation to Integrate Performance & Budget Information Performance-Based Budgeting Application Session STEP 1: Create alignment with a strategic plan, a mission • Develop the foundation of your agencies performance and policy goals budget by creating the activity, output and program structure STEP 2: List and assign programs with outcome measure STEP 3: Service delivery activities are assigned outputs and Understand the Requirements of Performance Budgeting related activities grouped by program STEP 4: Calculate activity costs • Review a performance worksheet to better understand STEP 5: Activity costs roll up to build program budgets how to build targets for costs, outputs and outcomes STEP 6: Planned targets for outcomes and outputs are • Discover system requirements for costing and developed by planning efforts performance integration STEP 7: Budget costs from the performance-based structure • Evaluate techniques for cross walking the are cross-walked to statutory line item budget performance-based budget to the statutory STEP 8: Budget is presented, explained and justified based budget format on performance expectations STEP 9: Use the PBB to evaluate actual cost and results 4:00 STEP 10: Identify cost and performance improvements Day Four Adjourns “The instructor provided a wealth of real life examples to help explain the topics.” — MK, Program Analyst, United States Department of Labor 8
  9. 9. PERFORMANCE-BASED BUDGETING Course Three Day 5: Friday, August 13, 2010 8:30 Continental Breakfast TOP 5 REASONS 9:00 TO ATTEND: Understand & Communicate the Benefits of Performance-Based Budgeting UNDERSTAND how to track, monitor and • Identify the benefits and uses of performance budgets as it modify a budget in the relates to managers, planners, elected officials and citizens execution stage • Learn how to create a strong business case for your budget request • Review the Four Part Assessment Rating Tool to better ALIGN understand it’s relation to the performance-based resources with strategic budgeting evaluation process goals, objectives and performance measures Performance-Based Budgeting Application Session • Further develop the foundation of your respective EXAMINE agencies performance budget by adding the operational real-world successes and outcome measures to the program structure failures and apply the lessons learned 12:00 Lunch Break IMPLEMENT your performance-based 1:00 strategic plan in your daily Performance Management as it Relates to operations to achieve results Performance-Based Budgeting • Discuss and learn the value of cost and performance LEARN management and how it ties to the budgeting process budget justification and and it’s financial impact how to communicate with • Create a culture of change and innovation key stakeholders and new • Target levels of improvement at the activity level leadership • Develop action steps for process re-design • Increase the production of valued activities • Improve managerial accountability and decision making CASE STUDY: Review of Performance Management & Budgeting • Review an actual problem as it is identified and the action steps employed to improve operational results • Identify areas of management challenges in program stewardship 4:00 Day Five Adjourns 9
  10. 10. BUDGETING WEEK FOR GOVERNMENT In-House Training & Customization 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 organization-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 • Performance-Based Contracting • Performance Measurement • Performance Reporting • Project Management • Program Evaluation • Lean Six Sigma • Administrative Management • Workforce Management • Leadership and Change • Performance-Based Budgeting For more information about in-house training and certification options, please contact Jennifer Mueller at 202-739-9619 or email her at Sponsorship Opportunities: As a conference and training provider, The Performance Institute is an expert in bringing together leaders to share and discuss best practices and innovations. We connect decision-makers with respected solutions providers. The Institute offers four different pre-designed sponsorship packages: • Event Co-Sponsor • Session Sponsor • Luncheon Sponsor • Exhibit Booth Sponsor For more information on sponsorships or to get started, contact Meredith Mason at 202-739-9707 or email her at 10
  11. 11. BUDGETING WEEK FOR GOVERNMENT Venue & Hotel Venue & Hotel: Quality Assurance: Budgeting Week for Government will be held at The The Performance Institute strives to provide you with the most Performance Institute in Arlington, VA, just one block east productive and effective educational experience possible. If of the Courthouse Metro stop on the Orange Line. A public after completing the course you feel there is some way we parking garage is located just inside of the building. can improve, please write your comments on the evaluation The Performance Institute Conference Center form provided upon your arrival. Should you feel dissatisfied 1515 N. Courthouse Rd., Suite 600 with your learning experience and wish to request a credit or Arlington, VA 22201 refund, please submit it in writing no later than 10 business 877-992-9521 days after the end of the training to: A limited number of rooms have been reserved at the The Performance Institute: Quality Assurance Arlington Rosslyn Courtyard by Marriott at the prevailing 805 15th Street, NW, 3rd Floor rate of $170. This rate is based on the Government Per Diem Washington, DC 20005 and is subject to change. Please call the hotel directly and reference code “Budgeting Week for Government” when Note: As speakers are confirmed six months before the making reservations to get the discounted rate. The hotel event, some speaker changes or topic changes may occur is conveniently located three blocks from the Rosslyn Metro in the program. The Performance Institute is not responsible station. Please ask the hotel about a complimentary shuttle for speaker changes, but will work to ensure a comparable that is also available for your convenience. speaker is located to participate in the program. Arlington Rosslyn Courtyard by Marriott If for any reason The Performance Institute decides to 1533 Clarendon Blvd. cancel this conference, The Performance Institute accepts no Arlington, VA 22209 responsibility for covering airfare, hotel or other costs incurred Phone: 703-528-2222 / 1-800-321-2211 by registrants, including delegates, sponsors and guests. Discounts: Tuition & Group Discounts: • All ‘Early Bird’ Discounts must require payment at time of The tuition rate for attending Budgeting Week for registration and before the cut-off date in order to receive Government is as follows: any discount. Offerings Early Bird Regular Rate • Any discounts offered whether by The Performance Institute Entire Week $1799* $1899 (including team discounts) must also require payment at the Navigate the Budget Process $869 time of registration. Activity-Based Cost Management $435 • All discount offers cannot be combined with any other offer. Performance-Based Budgeting $869 * For the Early Bird rate, register before: June 14, 2010. • Discounts cannot be applied retroactively For more information on group discounts for Payment must be secured prior to the conference. If payment Budgeting Week for Government contact: is not received by the conference start date, a method of Chris Hicks at 202-739-9548 or email him at payment must be presented at the time of registration in order to guarantee your participation at the event. 11
  12. 12. BUDGETING WEEK FOR GOVERNMENT Registration Form CALL FAX THIS FORM TO VISIT 877-992-9521 866-234-0680 Registration Form Yes! Register me for Budgeting Week for Government Yes! Register me for Navigate the Budget Process Yes! Register me for Performance-Based Budgeting Yes! Register me for Activity-Based Cost Management Please call me. I am interested in a special group discount for my team Delegate Information Name Title Organization Dept. Address City State Zip Telephone Fax Email Payment Information Check Purchase Order/Training Form Credit Card Credit Card Number Expiration Date Verification no. Name on Card Billing Address Please make checks payable to: The Performance Institute CANCELLATION POLICY: The Performance Institute will provide a full refund less a $399 administration fee for cancellations requested four weeks prior to the event start date unless cancellation occurs within two weeks prior to the event start date. If a cancellation is requested less than two weeks prior to the event start date, no refund will be issued. Registrants who fail to attend and do not cancel prior to the event will be charged the entire registration fee. All cancellations must be requested through the cancellation link found in your attendance confirmation email. Please note that cancellation is not final until you receive a cancellation confirmation email. I have read and accepted the Cancellation Policy above. ACKNOWLEDGED AND AGREED By: ______________________________________________________________________________________________ Date: _______________________________________ Priority Code: P775-WEB