Advanced Budgeting (GFI)

 Registration is closed for this event

Required Course for the Advanced Level GFI Program
3 CPE / Specialized Knowledge (Gov't)


This workshop builds on the budgeting concepts covered in Foundations Budgeting. Topics include interactive discussions on public sector budgeting best practices.

This workshop will focus on:

  • Policies that 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 officer’s role in collective bargaining negotiations.


James Olivo, Retired Auditor and Government Finance Consultant

Lisa Neary, Deputy Director of Finance, City of Batavia

Not enrolled in the Government Finance Institute (GFI) program?  Click Here for more details!


  • Upon registering for this event, you agree to the below policies. 


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


  • CPE- Only 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. 

Recording & Use of Photography Policy:

  • By registering for the NYGFOA Annual Conference, you give NYGFOA the right to publish and distribute photos and/or videos taken of you during the conference.

Personal Information Policy:

  • NYGFOA may collect, store, or transmit your personal identifiable information such as name, address, contact information, preferences, demographic information, as well as any hotel or travel requests you provide us. This information is necessary for the facilitation of registration services for you. This information may be shared with other 3rd parties such as travel or lodging providers.

ADA Policy:

  • If you require special accessibility or accommodations please email Mandie at
November 1st, 2022 9:00 AM through 12:00 PM
The Comfort of Your Home or Office, NY
Live Webinar
Member $170.00
Non-Member (staff) $200.00
Non-Member (includes 2023 dues) $260.00