Long-Term Financial Planning

Training Type: 
Live Training
Course Status: 
Repeat Offering
Date and Time: 
Aug 20 2018 - 8:30am to 4:30pm  PDT
Aug 21 2018 - 8:30am to 4:30pm  PDT

Sacramento, CA (Hyatt Regency Sacramento)

1209 L Street
Sacramento, CA 95814
United States
Field of Study: 
CPE Credits: 
Member Price: 
Non-Member Price: 


Deputy Town Manager
Paradise Valley, Arizona
Principal Financial Analyst
City of Portland, OR
Senior Advisor
Management Partners
County Administrative Officer
Sutter County, CA
Who Will Benefit: 

This seminar is designed for finance officers and financial analysts. There is no prerequisite for this seminar.

Program Description: 

In the face of worsening economic conditions and economic pressure, governments look to financial planning to determine the magnitude of fiscal challenges and to devise strategies to provide a sustainable level of public services. Participants in this course will be exposed to practical analytical methods for communicating the importance of financial planning with elected officials, the public, and staff; conducting expenditure and revenue forecasting; developing a long-term financial plan; and implementing and monitoring the plan for success.

Seminar Objectives: 

Through presentations, discussions, case studies, practical exercises, and sample documents, participants will gain an understanding of:

  • How to design a planning process that fits the particular needs of their government
  • How to involve participants from outside the finance function in order to develop a plan with a broad base of support
  • How to use various tools and techniques for high-quality financial forecasting and analysis
  • How to execute a financial plan and achieve results