1. Budgerting 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 Four Interactive Core Courses:
COURSE 1: COURSE 2: COURSE 3:
Navigate the Budget Process Performance-Based Activity-Based Cost
Budgeting in Government Management
Learn how to allocate
resources in alignment with Align resource Implement budget-
agency priorities consumption with strategic performance integration
goals, objectives and to ensure resources
performance goals are being used and
allocated effectively
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2. Budgeting Week for Government
COURSE 1: NAVIGATE THE BUDGET PROCESS
Who Should Monday, February 22, 2010
Attend 8:30 Interactive Application Session
Conference Registration and Continental Breakfast
• Financial Managers #1: Budget Formulation
9:00 Exercise
• Financial Analysts Learn What Budgeting Is and • Practice formulating a “mock” budget
Why It is Necessary for a government agency
• CFOs • Balance program priorities against
• Budget Formulation: forecasting scarce resources
• Budget Analysts resource requirements
• Construct a budget submission based
• Budget Justification: budget review on the knowledge you have acquired
• Budget Officers
and passback (and appeals);
Legislative review and action 4:00
• Program Managers Day One Adjourns
• Budget Execution: distribution of funds
• Project Managers and reconciliation
8:30
Continental Breakfast
Key Realities and Drivers of the
Reasons Budget Process
to Attend • Evaluate the impact of a tight
discretionary budget on the fight for
resources
1. Understand how to track, • Understand and navigate common
monitor and modify a budget problems with the current budget
process
in the execution stage
• Understand what drives the budget
2. Align resources with process in the public sector
strategic goals, objectives 12:00
and performance measures Lunch Break
3. Examine real-world 1:00
successes and failures and Examine Public Expenditure
apply the lessons learned Management and
BudgetingStakeholder
4. Implement your
Involvement
performance-based
• Review financial management
strategic plan in your daily legislation and guidelines for budget
operations to achieve results formulation
• Estimate and forecast costs of
5. Learn budget justification program activities
and how to communicate • Account for capital assets, employee
with key stakeholders and needs and costs and multi-year
obligations
new leadership
w
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3. Budgerting Week for Government
COURSE 1: NAVIGATE THE BUDGET PROCESS
February 23, 2010
9:00 TBA
Justify Your Budget and Gain Buy-In: Building an Integrated Wrap Up: Drivers, Trends, Frameworks
Effective Business Case and Tactics
• Devise and stay within a spending planManage to the legal
• Design the “message” of your budget justification and make
availability of funds: purpose, timing and amount
it effective
• Anticipate and respond to the “what if” scenarios: mid-year
• Understand what legislatures look for in budget justifications
reductions, continuing resolutions and/or budget busting
• Update on requirements from OMB Circular A-11 and
• Navigate procedures for reprogramming within
Departmental guidance
an appropriation
12:00
Lunch Break
4:00 Day Two Adjourns
1:00
Budget Execution and Reporting
• Review financial management standards governing “The instructor encouraged class
budget execution Understand what legislatures look for in
budget justifications participation and demonstrated
• Manage to the legal availability of funds: purpose, timing
and amount
willingness to help where
• Align your processes with financial accounting and
porting hedules
possible.”
Sharon Gatling, Program Analyst, Navy Crane Center
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4. Budgeting Week for Government
COURSE 2: PERFORMANCE MEASUREMENT
Wednesday, February 24,2010
8:30
Continental Breakfast 1:00
Develop Effective Strategic Plans and Performance
9:00
Measures to Drive Budgeting: The Critical
Performance-Based Budgeting in Government:
Success Factors
Concepts, Definitions and Mandates
• Examine the critical success factors that link your strategic plan
• Review performance budgeting concepts, definitions to the budget
and mandates
• Determine your strategic priorities for linking your measures to
• Learn the key components for formulating, justifying and the budget
executing a performance-based budget
• Evaluate your strategic plan and performance measures to
• Understand what drives the budget process in the public determine the best possible direction for integration
sector—and how performance-based budgeting improves on
those drivers
Create a Performance-Based Budget: A Seven-
Step Process to Integrate Performance and
State of Practice in Performance Budgeting: Learn the Budget Information
Different Types of Performance-Based Budgets
Step 1: Develop/Align to Strategic Plan (Mission,
Understand the different ways that you can present Outcomes, Strategies)
performance information in a budget:
Step 2: Determine Outputs (By Program) for Each Strategy
• Example 1: Traditional Activity-Based Budgets Step 3: Define Activities to Deliver Outputs
• Example 2: Strategic Plan Summary with Traditional Activity-
Step 4: Calculate Full Costs (Direct/Indirect for Each Output)
Based Budget Manage and Analyze data in a uniform and
consistent manner Step 5: Identify Cost Efficiency Improvements
• Example 3: Cross-Walking Between Budget and Step 6: Set Performance Targets (Revise after Budget Finalization)
Performance Plan
Step 7: Presentation of the Budget Justification
• Example 4: Integration of Performance Plan and Budget
• Example 5: Forecasting Performance for Different Budget Levels
12:00
Lunch Break
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5. Budgerting Week for Government
PERFORMANCE-BASED
COURSE 2: BUDGETING IN GOVERNMENT
Thursday, February 25, 2010
8:30 1:00
Continental Breakfast Elements One and Two: Program Purpose, Design
and Strategic Planning
9:00
Interactive Application Session #3: Develop a • Analyze your program’s mission and purpose and identify
Performance-Based Budget Using the Seven Steps programs with a duplicative purpose
Framework Complete PART questionnaire for your • Examine strategic planning strengths and deficiencies
program • Analyze long-term and annual performance goals and measures
• 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 Day Four Adjourns
• Select specific, researchable questions that can be asked to
answer the general question
12:00
Lunch Break
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6. Budgeting Week for Government
COURSE 3: ACTIVITY-BASED COST MANAGEMENT
Friday, February 26, 2010
8:30 1:00
Continental Breakfast
Interactive Application Session #4: Applying
9:00
ABC/M in a Government: A Case Study
• Effectively utilize the tools and techniques you have learned and
Introduction to Activity-Based Costing and
apply them to a real life case study
Management (ABC/M): What’s Worked for Other
• Apply all the ABC/M principles you learned from collecting
Organizations and What Hasn’t
and reporting ABC/M information to avoiding common
• Understand the role of effective cost management in costing pitfalls
government today
• Evaluate how activity-based costing directly supports Assess Performance Measure Controls
cost management
• Identify input, process, and review controls
• Align cost management to the overall objectives of
your organization • Develop a high-level flowchart to determine whether sufficient
measure controls exist
• Walk away with a solid understanding of how you can apply
Implement an Activity-Based Costing (ABC) System
ABC/M in your agency
• Evaluate the best circumstances for ABC/M
• Examine the ideal environment for implementing ABC/M The Way Ahead: Adapting your Organization to ABC/M
• Canvass different strategies for effectively implementing ABC/M
• First steps for deploying ABC/M
• Understanding ABC/M as it relates to government vendors
Adopt a Framework for Cost Measurement and • What’s next after ABC/M?
Allocation and Analyze Cost Drivers
• Define cost measurement’s role in the cost management process 4:00
• Specify cost measurement objectives, activities and drivers and Day Four Adjourns
choose the correct cost driver
• Determine if an agency follows its measure definition
12:00
Lunch Break
“The instructor provided a wealth of real life examples to
help explain the topics.”
Monique Kennedy, Program Analyst, United States Department of Labor
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7. Budgerting Week for Government
Trainer Biographies
Wayne K. Simpson, founder of Advanced Ideas in He has written articles and book reviews for Jon Desenberg, Policy Director for The Performance
Government, is nationally recognized for his expertise periodicals such as The Government Accountants Mr. Miller is a recognized expert and leading
in Activity Based Costing – Management. He was Journal and Government Finance Review. authority in the area of performance management
the former Activity Based Costing Coordinator for the He is regularly sought out as a reference and and measurement. Mr. Miller has over 35 years of
City of Indianapolis. In this position, he managed, acknowledged in publications such as Coopers experience as a partner
organized, and facilitated Activity Based Costing & and Lybrand’s Activity Based Management in
Management efforts city-wide. This included training Government and Activity Based Management for at Arthur Andersen and in industry where he held
of city employees on ABC principles and application Service Industries, Government Entities and Non- the positions of Chief Financial Officer for a publicly
and working with Management and Union on using profit Organizations by James Brimson and John held New York Stock Exchange manufacturing
the ABC information to improve operations and Antos. He has also been quoted in periodicals company (NYSE:CIX) and for a privately owned
prepare for managed competition. and awarded special recognition describing the independent exploration and production oil and
Indianapolis program and its use of Activity Based gas company. In addition, he has held positions
A graduate of Purdue University, Mr. Simpson Costing such as American Productivity & Quality of corporate Director for Strategic and Operations
received his Bachelor of Science degree in Center’s 1997 report Activity-Based Management Planning for two other large, publicly held Fortune
Industrial Management and Accounting. He II: Best Practices for Dramatic Improvement. He 500 companies (NYSE:SII and NYSE:FMC).
spent 13 years in the private sector, including 8 has conducted over 60 seminars, workshops,
years with Dow Chemical, and had been with the and presentations to numerous groups including
City of Indianapolis for the past 20 years where Executive Enterprises, Institute for International
his last position was CFO of the Department of Research, The Conference Board, Performance
Parks and Recreation. Institute, and the Government Finance Officers
Association on activity-based costing, management,
Mr. Simpson had been involved in the city performance budgeting, and alternative service
of Indianapolis’ Activity-Based Costing and delivery options.
Management program since its beginning in
1992, which in addition became the foundation Mr. Simpson belongs to the Government Financial
for the city’s Performance Budget also known as Officers Association (GFOA) and has served on its
the ‘Popular Budget.’ Wayne has also trained and Government Budgeting and Fiscal Policy Committee.
consulted for various federal, university, city, county, He also has been involved in the Association of
and state organizations on activity based costing, Governmental Accountants (AGA). He is a Certified
management and budgeting. Government Financial Manager (CGFM).
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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 Certified with new skills sets required by OMB and and impact to your work.
Government Performance Manager program, you Congress. Receiving your certificate is one key
will acquire the skills and tools to make you the way to demonstrate your skills.
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 Jennifer Mueller at 202-739-9619 or Jennifer.Mueller@PerformanceInstitute.org

9. Government Performance Management Week
Logistics & Registration
VENUE & HOTEL REGISTRATION
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 1. ONLINE at www.PerformanceInstitute.org/GPMWeek
the Orange Line. A public parking garage is located just inside of the building
for $10/day. 2. VIA FAX to 866-234-0680
3. VIA PHONE to 877-992-9521
The Performance Institute Training Center
1515 North Courthouse Rd., Suite 600 4. VIA MAIL to
Arlington, VA 22201 The Performance Institute Headquarters
877-992-9521
805 15th Street, NW, 3rd Floor
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Washington, DC 20005
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 and
Yes! Register me for Government Performance Management Week
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 Yes! Register me for Strategic Planning
station. Please ask the hotel about a complimentary shuttle that is also available for your Yes! Register me for Performance Measurement
convenience. Yes! Register me for Performance-Based Budgeting
Yes! Register me for Performance Data Assessment
Arlington Rosslyn Courtyard by Marriott
1533 Clarendon Blvd. Please call me. I am interested in a special group discount for my team
Arlington, VA 22209
703-528-2222 | www.CourtyardArlingtonRosslyn.com
Delegate Information
TUITION
The tuition rate for the Government Performance Management Week is as follows:
Name Title
Offerings Tuition
One Course $1199
Two Courses $1199 Office Organization
The Whole Week $1199
* For the Early Bird rate, register before September 28, 2009
GROUP DISCOUNTS Address
For more information on group discounts for the Government Performance
Management Week, please contact Melvin Hall at 202-739-9630 or email him at
Melvin.Hall@PerformanceInstitute.org
City State Zip
CPE CREDITS
Delivery Method: Group-live Program Level: Basic
Prerequisites: None Advanced Prep: None
CPE Credits: Up to 18 Telephone Fax
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
sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN
37219-2417. Website: www.nasba.org Email
Cancellation Policy 10 business days after the end of the training to:
For live events: The Performance Institute will The Performance Institute Corporate Headquarters:
provide a full refund less $399 administration fee Quality Assurance, 805 15th Street, NW, 3rd Floor,
Payment Information
for cancellations four weeks before the event. If Washington, DC 20005. Training Form/Purchase Order Check (accepted by mail only)
cancellation occurs within two weeks prior to
conference start date, no refund will be issued. Note: As speakers are confirmed six months before the Credit Card
Registrants who fail to attend and do not cancel prior event, some speaker changes or topic changes may
to the event will be charged the entire registration fee. occur in the program. The Performance Institute is
not responsible for speaker changes, but will work to
All the cancellation requests need to be made online ensure a comparable speaker is located to participate
Your confirmation email contains links to modify or in the program.
cancel registrations. Please note that the cancellation Credit Card Number Expiration Date
is not final until you receive a written confirmation. If for any reason The Performance Institute decides
to cancel this conference, The Performance Institute
Payment must be secured prior to the conference. If accepts no responsibility for covering airfare, hotel
payment is not received by the conference start date, or other costs incurred by registrants, including
a method of payment must be presented at the time of delegates, sponsors and guests.
registration in order to guarantee your participation Name on Card 3 Digit Card verification #
at the event.
Discounts
Quality Assurance • All ‘Early Bird’ Discounts must require payment at
The Performance Institute strives to provide you time of registration and before the cut-off date in
with the most productive and effective educational order to receive any discount.
experience possible. If after completing the course you • Any discounts offered whether by The Performance Billing Zip Code
feel there is some way we can improve, please write Institute (including team discounts) must also require
your comments on the evaluation form provided upon payment at the time of registration. Please make checks payable to: The Performance Institute Priority Code: P746-WEB
your arrival. Should you feel dissatisfied with your • All discount offers cannot be combined with any
learning experience and wish to request a credit or other offer.
refund, please submit it in writing no later than • Discounts cannot be applied retroactively
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