Information for Finance Officers
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
North Carolina General Statute 159-24: Finance Officer
North Carolina General Statute 159-25: Duties of Finance Officer
LGC Reporting Requirements and Due Dates
Finance Calendar of Duties for City and County Officials (UNC School of Government)
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
Enterprise Fund Management
Purchasing and Uniform Guidance
Memo: Uniform Guidance Procurement Standards
Memo Addendum: Uniform Guidance Procurement Standards
UNC School of Government: Local Government Purchasing and Contracting
Internal Controls
Applying for Debt
LGC Guidelines for Debt Issuance
Coates' Canons (UNC School of Government) Posts on Issuing Debt
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.
| 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
North Carolina Government Finance Officers Association (NCGFOA)
Government Finance Officers Association (GFOA)
North Carolina Local Government Budget Association
North Carolina Local Government Investment Association
UNC School of Government Environmental Finance Center