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. 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 role of effective cost management in government today
• 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
• Evaluate the best circumstances for ABC/M
• 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. 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. 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. 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: Develop Effective Strategic Plans and Performance
Concepts, Definitions and Mandates Measures to Drive Budgeting: The Critical
• Review performance budgeting concepts, definitions Success Factors
and mandates • Examine the critical success factors that link your strategic plan
• Learn the key components for formulating, justifying and to the budget
executing a performance-based budget • Determine your strategic priorities for linking your measures to
• Understand what drives the budget process in the public the budget
sector—and how performance-based budgeting improves on • Evaluate your strategic plan and performance measures to
those drivers determine the best possible direction for integration
State of Practice in Performance Budgeting: Learn the Create a Performance-Based Budget: A Seven-
Different Types of Performance-Based Budgets Step Process to Integrate Performance and
Budget Information
Understand the different ways that you can present
performance information in a budget: Step 1: Develop/Align to Strategic Plan (Mission,
Outcomes, Strategies)
• Example 1: Traditional Activity-Based Budgets
Step 2: Determine Outputs (By Program) for Each Strategy
• Example 2: Strategic Plan Summary with Traditional Activity-
Based Budget Manage and Analyze data in a uniform and Step 3: Define Activities to Deliver Outputs
consistent manner
Step 4: Calculate Full Costs (Direct/Indirect for Each Output)
• Example 3: Cross-Walking Between Budget and
Performance Plan Step 5: Identify Cost Efficiency Improvements
• Example 4: Integration of Performance Plan and Budget Step 6: Set Performance Targets (Revise after Budget Finalization)
• Example 5: Forecasting Performance for Different Budget Levels Step 7: Presentation of the Budget Justification
4:00
Day Three Adjourns
“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. Budgeting Week for Government
COURSE 3: PERFOMANCE-BASED BUDGETING
Friday, February 26, 2010
8:30 1:00
Continental Breakfast
Elements One and Two: Program Purpose, Design
and Strategic Planning
9:00
• Analyze your program’s mission and purpose and identify
Interactive Application Session #3: Develop a programs with a duplicative purpose
Performance-Based Budget Using the Seven Steps • Examine strategic planning strengths and deficiencies
Framework Complete PART questionnaire for • Analyze long-term and annual performance goals and measures
your program
• 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
Training Adjourns
• Select specific, researchable questions that can be asked to
answer the general question
12:00
Lunch Break
“The instructor has a broad background to relate to federal, state
and local government with examples.”
Sylvia Owens, Program Manager, NASA
www.PerformanceInstitute.org/Budgeting

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. 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. 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
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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
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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
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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: ___________________
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