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


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)



     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 are offering the NC Local Government Finance community college course this fall. 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.  If you have questions about the content of the course please contact us at (919) 814-4300 or

Roanoke-Chowan Community College: classes begin 9/6/2020 and end 12/6/2020. The course is online/synchronous, and pre-registration and tuition of $130 are required prior to the start of class. Instructor: Susan McCullen from the Department of State Treasurer's LGC staff. To register or for more information, contact Shirley Gay, Registrar at 252-862-1307

Blue Ridge Community College:  classes start 9/29/2020 and end 11/17/2020 and meet on Tuesdays 5:45-7:45 PM. Instructor: John Buchanan. Registration and details HERE.

James Sprunt Community College: classes start 8/19/2020 and run 14 weeks; 910-275-6200 to register; delivery is 100% online and asynchronous; $180
Central Piedmont Community College: Larry Williams CPA, instructor; classes start 9/8/2020 – 12/8/2020, 704-330-4223 to register for FIN 7900-80; delivery is 100% online and asynchronous; $125
Wayne Community College: instructor and times to be determined; delivery is 100% online
Wilkes Community College: instructor and times to be determined; delivery is 100% online and synchronous
Roanoke Chowan Community College: instructor and times to be determined; 100% online
Wilson Community College: Danna Layne CPA instructor; classes start 9/14/2020 – 11/9/2020; delivery to be determined
Randolph Community College: Brandon Holland instructor; classes start 7/20/2020 – 8/14/2020; delivery is online 336-633-0216 to register; $125
Fayetteville Tech Community College: classes start 10/6/20 - 12/1/2020; delivery is hybrid with in-person class meeting every other week 6-8 pm; contact Kimberly Allen with registration questions 910-678-0033 or
Associations and Organizations