Information for Finance Officers

Two people's hands with pens looking at a financial report and a laptop in the background with financial graphic on it

Welcome to Information for Finance Officers

The list of resources and links provided below is not necessarily an exhaustive list and is provided for informational and general guidance purposes only.  The Department of State Treasurer and the State and Local Government Finance Division are not responsible for the completeness or accuracy of the content of any external website. Resources accessed from this list should not be relied upon as legal advice or as official policy of the DST, SLGFD or the Local Government Commission.    

Duties and Responsibilities of a Finance Officer Budget

Budget

Sample Interim Budget

Restricted By State Statute And Fund Balance Available Calculation

Revenue Neutral Property Tax Worksheet

Budgeting Basics (Coming Soon)

Budget Checklist (Coming Soon)

Budget Calendar (Coming Soon)

 

Templates 

     Ordinance Template (Coming Soon)

     Project Ordinance Template (Coming Soon)

     Capital Reserve Fund Template (Coming Soon)

Cash Flow Reporting

Cash Flow Reporting

Cash Flow Analysis Worksheet

Enterprise Fund Management Purchasing and Uniform Guidance Internal Controls Applying for Debt Blogs Training Opportunities

Training Opportunities

Training Resources

NC Finance Officers' Certification Program

Municipal Securities Rulemaking Board Education Center

Local Government Finance in North Carolina - A Practical Approach

Several campuses will be offering the NC Local Government Finance community college course in 2021. The specific courses that we know will be available are listed below. We will continue to update this list as more campuses notify us. Many of these are 100% online while others continue to provide the course using the hybrid method of delivery. Please contact the individual schools for information about registration; this is a non-credit course so it will be housed in the continued education or other similar department.  Please see the course overview below for details on course content or contact us at (919) 814-4300 or SLGFD@nctreasurer.com.

Course Overview

College Course ID Dates Method Cost Instructor More Information
James Sprunt Community College ACC-3240 1/20/21 - 4/11/21 Online $180 Teresa Meza Click here
Blue Ridge Community College ACC-8120-411 2/2/21 - 3/23/21
Tuesdays: 5:45-7:45pm
In person with ability for Zoom $70 John Buchanan Click here
Wilson Community College Secion 37201 1/25/21 - 3/22/21 Online $130 Danna Layne Click here
Central Piedmont Community College FIN 7900-80 1/25/21 - 5/18/21 Online/asynchronous $125 Larry Williams 704-330-4223

 

Associations and Organizations