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Budget 101 Workshop

Member $150 / Non-member $250

Participants should have a laptop with Excel available.

Workshop Description:

This class is for designed the water industry budget preparer that wants to learn the processes necessary to create annual or multi-year budgets in the water industry. Beginning with the budget calendar and budget assumptions, through the preparation ending with budget submission With the current climate of water conservation, drought implications, multi-tiered rate structures, and aging infrastructure concerns within the water industry; the goal is to create realistic budgets that prepare agencies for long-term financial health.  If possible please bring a laptop/iPad for class exercise.


Target Audience:  The target audience includes people who are currently working in the water industry, or desire to be in the water industry, and will be involved directly or indirectly in the budgeting process.  All levels of budget experience are welcome, and include all managers that are or will be responsible for a company, department, or cost center budget.

This class may also apply to people in the general public who have an interest in this process. They want to know how budgets are developed.

Workshop Objectives:

  • Budget Types – Learn the various types of budgets organizations use
  • Annual Budgets versus Multi-year Budgets
  • Budget Process – Phase 1 – Preliminary – Deadlines, Assumptions, Meetings, Targets
  • Budget Process – Phase 2 – Interdepartmental Budget Targets
  • Budget Process – Phase 3 – Allocating Revenues and Expenses to Divisions
  • Budget Process – Phase 4 – Fund Balances
  • Budget Process – Phase 5 – Capital Equipment
  • Budget Process – Phase 6 – Demographics, KPI’s, Comparative Figures
  • Budget Process – Phase 7 – Compilation of Figures and Review
  • Budget Process – Phase 8 – Executive Summary, Department Descriptions, Table of Contents, Glossary, Index
  • Budget Process – Phase 9 – Review, Compilation and Distribution

Instructor:  Len Legotte
Earn up to 6 contact hours.
This class is 8:00 am - 3:00 pm

When
10/18/2018 - 10/18/2018
Where
8:00am - 3:00pm California-Nevada Section, AWWA, 10435 Ashford Street Rancho Cucamonga, CA 91730

Refund Policy

Requests for refunds must be made in writing and are subject to the following conditions: Full refund of fee paid (minus $50.00 handling fee) will be issued for cancellations received more than two weeks prior to class or event date. All fees are non-refundable thereafter.

Transfer Policy

Requests for transfers must be made in writing.  Transfers are based on availability.  No transfer requests will be authorized within 72 hours prior to the class date.