P775

FEATURING THREE INTERACTIVE COURSES:

COURSE 1: NAVIGATE THE BUDGET PROCESSLearn how to allocate resources in alignment with agency priorities

COURSE 2: ACTIVITY-BASED COST MANAGEMENTUtilize activity based costing to effectively measure your programs’ cost effi ciencies

COURSE 3: PERFORMANCE-BASED BUDGETING IN GOVERNMENT Align resource consumption with strategic goals, objectives & performance goals

Earn up to 25 CPE Credits! www.PerformanceInstitute.org/Budgeting

In Association with:

Examine Leading Methodologies to Prepare & Execute a Results-Driven Budget

August 9–13, 2010Arlington, VA

Link Your Agency’s

Performance

with Your Annual

Budget to Stretch

Program Dollars &

Improve Results

BUDGETING WEEK FOR GOVERNMENT


Agenda-at-a-Glance A

gend

a-at

-a-G

lanc

e

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

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 Justifi cation

12:00 Lunch Break

1:00 Budget Execution and Reporting

Integrated Wrap Up: Drivers, Trends, Frameworks and Tactics

4:00 Day Two Adjourns

Day One: Monday, August 9, 2010NAVIGATE THE BUDGET PROCESS

Day Two: Tuesday, August 10, 2010NAVIGATE THE BUDGET PROCESS

RECEIVE THE LATEST UPDATES ON THE STATE OF PERFORMANCE BUDGETING

WHO SHOULD ATTEND?• Financial Managers• Financial Analysts• CFOs• Budget Analysts• Budget Offi cers• Program Managers• Project Managers

2 www.PerformanceInstitute.org/Budgeting

Age

nda-

at-a

-Gla

nce


9:00 Performance-Based Budgeting: Formulate, Justify and Execute

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

4:00 Day Four Adjourns


9:00 Understand and Communicate the Benefi ts 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


Day Three: Monday, Wednesday, August 11, 2010ACTIVITY-BASED COST MANAGEMENT

Day Four: Thursday, August 12, 2010PERFORMANCE-BASED BUDGETING

Day Five: Friday, August 13, 2010PERFORMANCE-BASED BUDGETING

8:30 Registration and Continental Breakfast

9:00 Introduction to Activity-Based Costing and Management (ABC/M)

Implement an Activity-Based Costing (ABC) System

Build a Cost Management System

12:00 Lunch Break

1:00 Applying ABC/M in Government: An Interactive Case Study

Highlight ABC/M Business Reporting Needs

4:00 Day Three Adjourns

www.PerformanceInstitute.org/Budgeting 3

Wayne K. Simpson, Senior Fellow, The Performance Institute

W ayne K. Simpson founder is nationally recognized for his expertise in Activity Based Costing –

Management. He was the former Activity Based Costing Coordinator for the City of Indianapolis. In this position, he managed, organized and facilitated Activity Based Costing & Management efforts citywide. This included training of city employees on ABC principles and application and working with Management and Union on using the

ABC information to improve operations and prepare for managed competition.

A graduate of Purdue University, Mr. Simpson received his Bachelor of Science degree in Industrial Management and Accounting. He spent 13 years in the private sector, including 8 years with Dow Chemical, and was with the City of Indianapolis for the past 20 years where his last position was CFO of the Department of Parks and Recreation.

Mr. Simpson was involved in the city of Indianapolis’ Activity-Based Costing and Management program since its beginning in 1992, which in addition became the foundation for the city’s Performance Budget also known as the ‘Popular

About the Trainer:

NAVIGATE THE BUDGET PROCESS

Day 1: Monday, August 9, 2010 Co

urse

One

8:30 Conference Registration and Continental Breakfast

9:00 Learn What Budgeting is & Why it is Necessary

• Budget Formulation: Forecasting resource requirements • Budget Justifi cation: Budget review and passback

(and appeals); Legislative review and action • Budget Execution: Distribution of funds and reconciliation

Key Realities & Drivers of the Budget Process

• Evaluate the impact of a tight discretionary budget on the fi ght for resources

• Understand and navigate common problems with the current budget process

• Understand what drives the budget process in the public sector

12:00 Lunch Break

1:00 Examine Public Expenditure Management & Budgeting

• Review fi nancial management legislation and guidelines for budget formulation

• Estimate and forecast costs of program activities• Account for capital assets, employee needs and

costs and multi-year obligations

Interactive Application Session #1: Budget Formulation Exercise

• Practice formulating a “mock” budget for a government agency

• Balance program priorities against scarce resources

• Construct a budget submission based on the knowledge you have acquired

4:00 Day One Adjourns


Budget.’ Wayne has also trained and consulted for various federal, university, city, county and state organizations on activity based costing, management and budgeting. He has written articles and book reviews for periodicals such as The Government Accountants Journal and Government Finance Review. He is regularly sought out as a reference and acknowledged in publications such as Coopers and Lybrand’s Activity Based Management in Government and Activity Based Management for Service Industries, Government Entities and Non-profi t Organizations by James Brimson and John Antos. He has also been quoted in periodicals and awarded special recognition describing the Indianapolis program and its use of Activity Based Costing such as American Productivity & Quality Center’s

1997 report Activity-Based Management II Best Practices for Dramatic Improvement. He has conducted over 60 seminars, workshops, and presentations to numerous groups including Executive Enterprises, Institute for International Research, The Conference Board, Performance Institute and the Government Finance Offi cers Association on activity-based costing, management, performance budgeting and alternative service delivery options.

Mr. Simpson belongs to the Government Financial Offi cers Association (GFOA) and has served on its Government Budgeting and Fiscal Policy Committee. He also has been involved in the Association of Governmental Accountants (AGA). He is a Certifi ed Government Financial Manager (CGFM).

NAVIGATE THE BUDGET PROCESS

Day 2: Tuesday, August 10, 2010

Cour

se O

ne


9:00 Justify Your Budget & Gain Buy-In: Building an Effective Business Case

• Design the “message” of your budget justifi cation and make it effective

• Understand what legislatures look for in budget justifi cations• Update on requirements from OMB Circular A-11 and

Departmental guidance

Interactive Application Session #2: Strategic Marketing & Communications & Budget Justifi cation

• Understand the differing priorities and perspectives of a budget offi cer and a budget examiner

• Learn to anticipate the concerns of your counterparts and adjust ahead of time

• Improve your understanding of both sides of the budget review process

12:00 Lunch Break

1:00 Budget Execution & Reporting

• Review fi nancial management standards governing budget execution

• Manage to the legal availability of funds: Purpose, timing and amount

• Align your processes with fi nancial accounting and reporting schedules

Integrated Wrap Up: Drivers, Trends, Frameworks & Tactics

• Devise and stay within a spending plan• Anticipate and respond to the “what if” scenarios: Mid- year reductions, continuing resolutions and/or budget busting• Navigate procedures for reprogramming within appropriation

4:00 Day Two Adjourns


ACTIVITY-BASED COST MANAGEMENT

Day 3: Wednesday, August 11, 2010Co

urse

Tw

o


9:00 Introduction to Activity-Based Costing & Management (ABC/M)

• Understand the role of effective cost management in government today

• Review defi nitions and terms of ABC/M• Explore the various uses of ABC/M• Examine various examples of successful cost

management applications

Implement an Activity-Based Costing (ABC) System

• Discuss the environment for successful ABC/M Implementation • Evaluate the criteria for selection pilots • Defi ne service level activities and how to build an

activity dictionary

Build a Cost Management System

• Identify the techniques for collecting the drivers, fi nancial inputs and statistical data required

• Discuss the relationship of output and productivity to cost construction

12:00 Lunch Break

1:00 Applying ABC/M in Government: An Interactive Case Study

• Analyze building cost model and the components required• Examine overhead & indirect cost allocations methods • Discuss reconciliation to general ledger

Highlight ABCM Business Reporting Needs

• Review software criteria • Critique software selection steps• Determine the next steps to customize reporting needs

4:00 Day Three Adjourns

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


Certifi cation Information


Become a Certifi ed 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 many government managers are now required to receive formal certifi cation to stay up to date on the latest trends, best practices and mandates.

To address these needs, the Institute offers a Certifi cate in Government Performance Management. Completing a certifi cation program is easy. Just attend three “core” courses and an additional three “elective” courses you select based on topics that meet your agency’s unique needs. Upon successful completion, you will emerge from the Institute’s certifi cation program with a thorough understanding of all course concepts—and poised to apply what you learned in a real and practical way.

Advance Your CareerEducation and professional certifi cation are becoming necessary for promotion and requirements for coveted positions. In the Certifi ed Government Performance Manager program, you will acquire the skills and tools to make you the lead performance management resource for your organization.

Meet New Certifi cation RequirementsTo hold a position as a performance manager in government you must demonstrate compliance with new skills sets required by OMB and Congress. Receiving your certifi cate is one key way to demonstrate your skills.

Customize a Program to Fit Your NeedsWorking with Institute training managers, you can select courses that will have direct application and impact to your work.

For more information about certifi cation, please contact Chris Hicks at 202-739-9548 or email him at [email protected]

PERFORMANCE-BASED BUDGETING

Day 4: Thursday, August 12, 2010 Co

urse

Thr

ee



9:00 Performance-Based Budgeting: Formulate, Justify and Execute

• Identify the characteristics of results-oriented organizations• Review the terms, defi nitions, concepts of performance-

based budgeting• Understand how to integrate mission, policy goals and

performance measures into your budget• Examine performance-based budgeting via an activity-

based budget foundation - Case Study

Create a Performance-Based Budget: A Ten-Step Process to Integrate Performance & Budget Information

STEP 1: Create alignment with a strategic plan, a mission and policy goals

STEP 2: List and assign programs with outcome measureSTEP 3: Service delivery activities are assigned outputs and

related activities grouped by programSTEP 4: Calculate activity costsSTEP 5: Activity costs roll up to build program budgetsSTEP 6: Planned targets for outcomes and outputs are

developed by planning effortsSTEP 7: Budget costs from the performance-based structure

are cross-walked to statutory line item budgetSTEP 8: Budget is presented, explained and justifi ed based

on performance expectationsSTEP 9: Use the PBB to evaluate actual cost and resultsSTEP 10: Identify cost and performance improvements

12:00 Lunch Break

1:00 Review & Evaluate a Comprehensive Performance-Based Budget

• Determine your strategic priorities in order to link your measures to your budget

• Learn to illustrate inclusion within budgeting for better outcomes and results

• Review system requirements to build PBB


• Develop the foundation of your agencies performance budget by creating the activity, output and program structure


“The instructor provided a wealth of real life examples to help explain the topics.”

— MK, Program Analyst, United States Department of Labor

PERFORMANCE-BASED BUDGETING

Day 5: Friday, August 13, 2010

Cour

se T

hree


9:00 Understand & Communicate the Benefi ts of Performance-Based Budgeting

• Identify the benefi ts and uses of performance budgets as it relates to managers, planners, elected offi cials and citizens

• Learn how to create a strong business case for your budget request

• Review the assessment rating techniques to better understand it’s relation to the performance-based budgeting evaluation process


• Further develop the foundation of your respective agencies performance budget by adding the operational outcome measures to the program structure

12:00 Lunch Break

1:00 Performance Management as it Relates to Performance-Based Budgeting

• Discuss and learn the value of cost and performance management and how it ties to the budgeting process and it’s fi nancial impact

• Create a culture of change and innovation • Target levels of improvement at the activity level• 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 identifi ed and the action steps employed to improve operational results

• Identify areas of management challenges in program stewardship

4:00 Day Five Adjourns


TOP 5 REASONS TO ATTEND:

UNDERSTAND how to track, monitor and modify a budget in the execution stage

ALIGN resources with strategic goals, objectives and performance measures

EXAMINE real-world successes and failures and apply the lessons learned

IMPLEMENT your performance-based strategic plan in your daily operations to achieve results

LEARN budget justifi cation and how to communicate with key stakeholders and new leadership


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 identifi cation 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 specifi c 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, certifi cation programs and entire packages of specialized courses are available in the following areas:

For more information about in-house training and certifi cation options, please contact Jennifer Mueller at 202-739-9619 or email her at [email protected].


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 [email protected]

• Strategic Planning • Performance Measurement • Project Management • Lean Six Sigma • Workforce Management • Performance-Based Budgeting

• Performance-Based Contracting • Performance Reporting • Program Evaluation • Administrative Management • Leadership and Change


Venue & Hotel


Venue & Hotel: Budgeting Week for Government will be held at The Performance Institute 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.

The Performance Institute Conference Center 1515 N. Courthouse Rd., Suite 600Arlington, VA 22201877-992-9521

A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott at the prevailing rate of $170. This rate is based on the Government Per Diem and is subject to change. Please call the hotel directly 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 available for your convenience.

Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd.Arlington, VA 22209Phone: 703-528-2222 / 1-800-321-2211 www.courtyardarlingtonrosslyn.com

Tuition & Group Discounts:The tuition rate for attending Budgeting Week for Government is as follows:

Offerings Early Bird Regular RateEntire Week $1799* $1899

Navigate the Budget Process $869

Activity-Based Cost Management $435

Performance-Based Budgeting $869

* For the Early Bird rate, register before: June 14, 2010.

For more information on group discounts for Budgeting Week for Government contact: Chris Hicks at 202-739-9548 or email him at [email protected]

Quality Assurance:

The Performance Institute strives to provide you with the most productive and effective educational experience possible. If after completing the course you feel there is some way we can improve, please write your comments on the evaluation form provided upon your arrival. Should you feel dissatisfi ed with your learning experience and wish to request a credit or refund, please submit it in writing no later than 10 business days after the end of the training to:

The Performance Institute: Quality Assurance805 15th Street, NW, 3rd FloorWashington, DC 20005

Note: As speakers are confi rmed six months before the event, some speaker changes or topic changes may occur in the program. The Performance Institute is not responsible for speaker changes, but will work to ensure a comparable speaker is located to participate in the program.

If for any reason The Performance Institute decides to cancel this conference, The Performance Institute accepts no responsibility for covering airfare, hotel or other costs incurred by registrants, including delegates, sponsors and guests.

Discounts:

• All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to receive any discount.

• Any discounts offered whether by The Performance Institute (including team discounts) must also require payment at the time of registration.

• All discount offers cannot be combined with any other offer.

• Discounts cannot be applied retroactively

Payment must be secured prior to the conference. If payment is not received by the conference start date, a method of payment must be presented at the time of registration in order to guarantee your participation at the event.


Registration Form

Registration Form Yes! Register me for Budgeting Week for Government

Yes! Register me for Navigate the Budget Process

Yes! Register me for Performance-Based Budgeting

Yes! Register me for Activity-Based Cost Management

Please call me. I am interested in a special group discount for my team

Delegate Information

Name Title

Organization Dept.

Address

City State Zip

Telephone Fax

Email

Payment Information

Check Purchase Order/Training Form Credit Card

Credit Card Number Expiration Date Verifi cation no.

Name on Card

Billing Address

Please make checks payable to: The Performance Institute

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 confi rmation email. Please note that cancellation is not fi nal until you receive a cancellation confi rmation email.

I have read and accepted the Cancellation Policy above.

ACKNOWLEDGED AND AGREED

By: ______________________________________________________________________________________________ Date: _______________________________________

Priority Code: P775-WEB

CALL877-992-9521

FAX THIS FORM TO866-234-0680

VISITwww.PerformanceInstitute.org/Budgeting

P775

Documents

budget review

budget process day

mock budget

budget justication12

budget submission

annual budget

budget process12

budget information12