Deeper Dive: Beyond the Ten Keys & Improving your Town's Financial Performance - Group Live

Venue Address:

468 New Market Blvd
Boone NC, 28607

Registration Cost:

• Full Day Participant: $115

• Building on the Ten Keys (morning course): $65

Building on the Ten Keys: Further Enhancing Financial Performance (morning session)
 

Course Description: 
This session guides municipal leaders through the next stage of improving financial results by building on the 10 Keys, a NCLM- framework for a sustainable financial management program. Participants will learn about seven important steps that will enhance a government’s financial management program and help build financial capacity for future goals.  Each step describes proven ideas that can be implemented to strengthen financial processes and consistently improve financial results.  

To attend this course, registrants must have completed the Municipal Finance: Comprehensive Fiscal Training for Local Governments full-day course. It is recommended that participants are also familiar with the concepts from the Ten Keys to Effective Governing Board Oversight.

What to Expect:
Key Objectives of this training session are:

Number of AML credits: 2 AML Credits
Number of NASBA credits and fields of study (if applicable): 120 minutes CPE Credit Hours

NASBA Fields of Study: 
• Accounting (governmental) – 30 minutes
• Business law – 30 minutes
• Management services – 30 minutes
• Auditing – 30 minutes

Financial Improvements in Practice: Procurement and Cash Management (afternoong session)

Course Description: 
Using real‑life examples and practical solutions, this session will review in detail two key topics from the “Building on the 10 Keys” session: Procurement and Cash Management. The session will assist participants in understanding and implementing various options within the Procurement and Cash Management areas to enhance your government’s financial performance.  Instructors will provide guidance and policy direction on how to effectively implement the improvements and consistently maintain positive financial results in these key areas.  

To attend this course, registrants must have completed the Municipal Finance: Comprehensive Fiscal Training for Local Governments full-day course.

What to Expect:
In this course, participants will explore how to:
• Analyze and understand the various Procurement and Cash Management improvements presented in the session, comparing them to existing practices in their municipality.
• Evaluate the potential benefits of the improvement options and determine those improvements that that make sense for their municipality.
• Create an implementation plan with an achievable timeline and commit to carrying out the plan.

Number of AML credits: 2 AML Credits
Number of NASBA credits and fields of study (if applicable): 120 minutes CPE Credit Hours

NASBA Fields of Study: 
• Accounting (governmental) – 40 minutes
• Business law – 40 minutes
• Management services – 40 minutes
 

Subject Matter Expert(s)/Instructor(s): 

Sharon Edmundson is the Director of Municipal Finance Programs with the North Carolina League of Municipalities. Sharon is the former secretary of the Local
Government Commission and a deputy treasurer for the State and Local Government Finance division of the North Carolina Department of State Treasurer. She has over 30 years of experience in governmental and public accounting. Sharon received her B.S. in business administration with a concentration in accounting from the University of North Carolina at Chapel Hill, and a master’s degree in public administration from North Carolina State University. She is a member of the North Carolina Association of CPAs and is a long-time member of its Governmental Resource Group. She also serves as an adjunct faculty member at the UNC School of Government in the online MPA program.

Perry James is a Senior Consultant for the North Carolina League of Municipalities, responsible for initial development and assistance on the League’s new Municipal Accounting Services (MAS) Program. He developed major parts of the MAS program designed to provide new government specific software and accounting assistance to many small governments in North Carolina. Previously, he was a Municipal Operations Consultant with the League, serving primarily the mid to northeast territory of the state. Perry joined the League after retiring in 2017 from the City of Raleigh where he was the Chief Financial Officer, also serving for a period as the Interim City Manager. Perry is a CPA and belongs to the N.C. Association of CPA’s and the American Institute of CPA’s. Perry graduated from the University of North Carolina at Chapel Hill. He has served on the Board of the Government Finance Officers Association (GFOA) and was President of the North Carolina GFOA. He is the author of the booklets Ten Keys to Effective Governing Board Oversight and Building on the Ten Keys that are the basis for the training.

Susan McCullen is a Consultant with the North Carolina League of Municipalities’ Municipal Accounting Services (MAS) Program. Prior to joining the NCLM in 2023, Susan served as the Fiscal Management Section Director for the NC Local Government Commission. Susan also served as the Finance Director for Wake County, NC, retiring from that role in 2018 after twenty-two years with the County. Susan received her BBA with a concentration in Accounting from Middle Tennessee State University. She has served on the National GFOA Subcommittee for Cash Management and Treasury Matters and is a member of the NCGFOA.

For information about our administrative policies, such as those regarding complaints or refunds of registration fees, please contact us at (919) 715-8835.
NCLM 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 registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:  www.NASBARegistgry.org. 
The NC League of Municipalities 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 registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org}