Government Budgeting Week

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!
www.PerformanceInstitute.org/Budgeting

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
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 www.PerformanceInstitute.org/Budgeting

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
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
9:00 Understand and Communicate the Beneﬁts of Performance-Based Budgeting
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

www.PerformanceInstitute.org/Budgeting 3

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



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).


Course Two ACTIVITY-BASED COST MANAGEMENT

Day 3: Wednesday, August 11, 2010

8:30 12:00

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


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 Chris.Hicks@PerformanceInstitute.org
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.


Course Three PERFORMANCE-BASED BUDGETING

Day 4: Thursday, August 12, 2010

8:30 12:00

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
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



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

• 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



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 Jennifer.Mueller@performanceinstitute.org.

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
Meredith.Mason@PerformanceInstitute.org



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.
www.courtyardarlingtonrosslyn.com

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
Chris.Hicks@PerformanceInstitute.org to guarantee your participation at the event.



Registration Form
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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

Government Budgeting Week

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