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Finance Series

Assessing Your Financial Condition
A Community Report Card: A Fiscal Self-Assessment Guide for Local Government
May – June 2007

Course Description:
As an elected or appointed official, do you know the fiscal health of your municipality or entity? Do you know what the standards are for effective local government? Have you considered an assessment tool to assist you in understanding the fiscal position of the municipality or entity?

This workshop presents a toolbox approach to understanding fiscal and administrative practices within major functional areas. The instructors will guide you through a systematic procedure to monitor and measure the fiscal health of your municipality or entity. Standards for Effective Local Government, developed by the Southwestern Pennsylvania Commission, will be used to create a scorecard of good financial management practices.

Who Should Attend:
This workshop is designed for managers and elected and appointed officials and employees who are looking to evaluate the fiscal health of their municipality.

Instructors:
Mary Flagg, Manager
East Vincent Township, Chester County

Michael Foreman, Local Government Policy Specialist
Governor’s Center for Local Government Services

Debby Grass, Local Government Policy Specialist
Governor’s Center for Local Government Services

Marita Kelley, Local Government Policy Specialist
Governor’s Center for Local Government Services

Course Outline

Standards for Effective Local Government

• General Administration and Management Overview
  – Personnel Management; Records Management; Risk Management/Insurance Planning; Ethical Standards for Local Government
• Major Service Delivery Areas of Local Government - Overview

Monitoring Your Financial Condition

• Financial Management Standards
• Determination of Solvency
• Financial Monitoring System
• Trend Data: A Tool for Financial Condition Assessment
• Multi-Year Trending of Revenues and Expenditures
• Cash Position Trend Analysis – Favorable or Unfavorable
• Municipal Demographics

Dates & Locations
If you need directions to any of the workshop locations, please visit the facility’s Web site or call the facility at the telephone number listed below.

Registration Information:
The registration fee for this workshop is $50 per person which includes tuition, materials and lunch.

Walk-in Registrations:
Pre-registration is strongly recommended. Walk-ins are accepted on a space-available basis. Please note there are times when a session is cancelled or rescheduled. Registered attendees will be notified of schedule changes prior to the session. Call (717) 763-0930 or visit www.palocalgovtraining.org prior to the session to verify the correct date, time and location. Substitutions are permitted without notice.

Cancellations:
Cancellations received less than 10 working days before the session are subject to a $10 penalty. Those received within 48 hours of the session forfeit the full registration fee.

Inclement Weather:
In the event of inclement weather, please verify that the workshop is taking place by calling PSATS at (717) 763-0930. If calling outside of normal business hours, enter extension 166. Course cancellations are updated by 7:00 a.m. on the day of a workshop.

Accessibility & Other Needs:
All workshops will be held at ADA-accessible locations. Please use the “accessibility needs” line to indicate alternate format, sign language requirements, or any other needs you might have.

Class Schedule:
8:30 AM Registration
9:00 AM Program Begins
Noon Lunch (provided)
1:00 PM Program Resumes
3:00 PM Adjourn

Registration Form | Registration Online | Workshop Policies