Advanced Budgeting, Fall 2020

 Registration is closed for this event

Thursday, October 29, 2020 | 1:00 PM to 4:30 PM | Virtual Workshop

This half-day Workshop builds on the budgeting concepts covered in the Foundations Budgeting program. Best Practices and advanced budgeting concepts covered in this program include:

  • The policies which impact the public sector budget process.

  • Strategies for determining the appropriate amount of unrestricted fund balance to have in the General Fund.

  • Determining the proper level of working capital to have in Enterprise Funds.

  • Factors to consider when setting government charges and fees for services.

  • Strategies for achieving a structurally balanced budget.

  • Components of effective strategic plans.

  • The importance of financial planning in the budget preparation process.

  • A finance officers’ role in collective bargaining negotiations.

All concepts will include interactive discussions on public sector budgeting best practices between the presenters and Workshop participants.

4 CPE (Specialized Knowledge-Gov’t) | GFI Advanced Workshop


James Olivo, Senior Government Consultant, BST & Co. CPAs, LLP

William Rothaar, CPA, Financial Administrator, Town of Riverhead



  • Payment should be made in advance.
  • If you need a hard copy of registration, please contact the office. 


  • CPE- Only confirmed viewers of the live program can receive CPE credits.
  • GFI- Credit can be earned from both live and recordings of the program.


  • Cancellation notices must be made in writing and emailed to
  • Cancellations made up to one week prior to the event, will be refunded the registration fee less an administrative fee of $15.00.
  • No refunds will be issued for cancellations made less than one week before the event; the registrant is liable for the full amount of registration.
  • No Shows are liable for all registration fees.
  • Upon registering for this event, you agree to this policy. 
October 29th, 2020 1:00 PM through  4:30 PM
The Comfort of Your Home or Office, NY
Event Fee(s)
Member $ 150.00
Non-Member $ 300.00