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Advanced Fiscal Management Strategies

  
Tuesday, May 05, 2026 9:00 AM - 12:00 PM   iCalendar Eastern Standard Time

Advanced Fiscal Strategies and Controls

Participants must attend the entire 3-hour session to earn a course certificate.

Strengthen Your Municipality’s Financial Resilience

This course dives deeper into the strategic and technical aspects of municipal finance. This session is ideal for officials and staff who manage budgets, oversee financial operations, or make decisions about long-term investments and risk.

Participants will explore how to manage expenditures effectively, including personnel costs, insurance, and capital planning. You'll gain practical insights into risk management strategies, debt and borrowing procedures, and the legal framework surrounding municipal obligations.

The day also covers internal controls, procurement policies, and pension and investment management—critical areas for maintaining transparency, accountability, and long-term financial health.

Interactive discussions will allow attendees to share their experiences with risk management and pension planning, offering valuable peer-to-peer learning.

Key Topics:

  • Managing personnel costs, insurance, and seasonal expenses
  • Risk exposure and mitigation under the Political Subdivision Tort Claims Act
  • Debt limits, borrowing procedures, and LGUDA compliance
  • Internal controls, cash flow, and procurement best practices
  • Pension obligations, advisory committees, and investment policies

Who Should Attend:

  • Finance directors 
  • Municipal managers 
  • Elected officials
  • Newly elected officials
  • Treasurers 

By the end of this course, participants can expect to be able to:

  • Identify and quantify expenditures to uncover cost-saving opportunities across operational budgets 
  • Demonstrate and apply risk management strategies to mitigate financial and operational exposure
  • Calculate and explain debt limits and borrowing procedures based on legal requirements. 
  • Determine and prioritize areas for implementing internal control measures to strengthen financial oversight
  • Conduct compliance audits and analyze results to enhance procurement policies and optimize cash flow practices.
  • Explain pension obligations and draft investment policy recommendations aligned with statutory and fiduciary requirements.