HomeMy WebLinkAbout1989-06-20; City Council; 10066; Approval of Out-of-State Travel and Trainingz
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RECOMMENDED ACTION:
Adopt Resolution No.%9-1'18' authorizing out-of-state travel and training
expenses for the Finance Director.
ITEM EXPLANATION
Each year the Government Finance Officer's Association (GFOA) selects
approximately 50 City Managers and Finance Directors to participate in the
Advanced Government Finance Institute. The Institute's program is
designed for Finance Officials ~ho are at or near the top of their
government's organizational structure. Participants are selected on the
basis of their experience, government positi6ns, and educational
background. The GFOA selected James Elliott, Finance Director for the
City of Carlsbad, to participate in the Advanced Government Finance
Institute for 1989. The GFOA's goal is to cre3te a student body that
reflects geographic diversity and a broad spectrum of types and sizes of
governments. The curriculum will include studies of economics, capit~l
improvement financing, management, and other areas taught by the
instructors of the Maxwell School of Citizenship and Public Affairs at
Syracuse University, New York. The Institute begins August 13, 1989 and
runs through August 18, 1989.
FISCAL IMPACT:
The cost for attending the GFOA's Advanced Government Finance Institutj
will be approximately $1,600. Funds can be made available through
transfers within existing accounts in the general fund to cover these
expenses.
EXHIBITS:
1.
2.
3.
4.
Copy of the description of the GFOA's Advanced. Government Finance
Institute curriculum.
Resolution No.@~,)~~uthorizing the Finance Director to attend the
GFOA's Advanced Government Finance Institute.
An invitation from the GFOA describing the day-by-day program.
Letter dated May 10, 1989 notifying Finance Director of acceptance
to the program .
.,.
The Day-by-Day Progra.m
Evening of Arrival: Check-in, Informal Reception, Orientation Session
Day One: A Changing Economic and Financial Environment
Public finance is an applied science that d{'a!s in the very real world of what's going on in
the economy and society at large, What's the front-page issue next year? And, is the
economy going to surge or will it slump? Nobody knows, but whatever direction taken, state and local finances arc sure to be affected:
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Trends in the National Economy: Deficits, Taxes, and Trade
Demography and Technology: Their Impacts on State and Local Finances
Fiscal Fortunes of States and Localitie5: Today and Tomorrow
Day Two: Changing Public Policy Issues
Every jurisdiction is faced with a procession of pressing policy issues, most of which will
have implications for the finance official. Day two is devote:! to scanning the horizon for
what are or S'}On will be the key issues that governments face and how they are likely to react and interact: •
•
•
•
Intergovernmental Relations: Who's Responsible and for What?
Development Finance and Public Policy: Balancing Private Gain
and Public Benefit
Decision Makers' Dilemmas: Fiscal Impacts, Jmpa~1cs and Damage Control
Day Three: Changing Financial Tools and Techniques
Financial managers in the public sector find their technological environment and the high-
tech tools available to them changing eYery day. This cay's session is devoted to scouting
several of the latest developments to sec how they apply to the financial function, ranging
from the rapid evolution of the microcomputer to conjuring up new sources of capital:
• Microcomputers: What They Can ... and Cannot Do
• International Financing--A New Dimension
• Interjurisdictional Planning: Making It Work
Day Four: Changing Management Styles and Oig3nizational St1ucture
Chief financial officers are concerned not only with the substance of policy or. the
mechanics of finance. To an increasing extent, they have the more general managerial
concerns of organizing and motivating. the people in their charge to accomplish organization goals:
• Management Styles: What Fits You?
• Organizational Structure: Who's Really in Charge?
• Analyzing Management Problems
Day Five: Putting It All Together: Tactics As Part of Strategy
Just about every decision that a chief financial official makes is part of a larger matrix of
decisions that influence the longer-term objectives of the jurisdiction. Ne one has perfec~
foresi&ht, but bein$ able to identify the players, their motl.vations, the possible trade-offs,
and the fu,urc implications of actions is an important asset to the manager/policymaker:
• Strategic Planning: Separating Myth from Reality
• Group Dynamics in Probler., Solving
• Closing Luncheon and Ceremony
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RESOLUTION NO. 89-178
A RESOLUTION OF THE°CITY COUNCIL OF
THE CITY OF CARLSBAD, CALIFORNIA,
AUTHORIZING OUT-OF-STATE TRAVEL
5 WHEREAS, the City Council's policy on travel requires that any out-
6 of-state travel not previously approved by the adoption of the operating
7 budget must be approved by the City Council; and
8 WHEREAS, the Finance Director has been accepted to attend the
9 Government Finance Officer's Association's Advanced Government Finance
10 Institute in Syracuse, New York; ~nd
11 WHEREAS, the Finance Director's attendance at this Institute will
12 directly benefit the City of Carlsbad and the operation of the Finance
13 Department through improving the knowledge and skills of the Finance
14 Director; and
15 WHEREAS, funds can be made available within the existing operating
16 budget to cover the expenses of said travel.
17 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
18 Carlsbad, as follows:
19
20 ///
21 Ill
22 Ill
23 Ill
24 Ill
25 Ill
26 Ill
27 Ill
28 Ill
1. That the above citations are true and correct.
J. 2. That the Finance Di rector is hereby .. authorized to attend the
2 I Government Finance Officer's Association's Advanced Government Finance
3 Institute in Syracuse, New York during the month of August, 1989.
4 PASSED, APPROVED AND ADOPTED by the City Council at a regular
5 meeting thereof held on the lli.!L day of __,J:.:u=n-=-e ____ , 1989, by the
6 following vote, to wit:
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a.
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25,
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AYES: Council Members Lewis, Mamaux & Pettine
NOES: None
ABSENT: Council Members Kulchin &
Cl
ATTEST:
(SEAL)
IJ6, 06. 8:~ ·+-~ COSTA REA WATER"' .?03
AN INVITATION TO YOU ...
Finance officers in state and local government ply their trade in an increasingly
complex and volatile world. Not only must they remain proficient in their technical skills,
as they advance to positions of greater responsibility in their jurisdictions, they find
themselves increasingly confronted with managerial and policy concerns. In other words,
being good in the technical aspects of the disciplines of accounting, budgeting. cash
management, debt adminisll'ation, and the like is not enough to do the job. Rather, what is
required•is an ability to use such skills in meeting emerging policy needs a.i,d managing
resources effectively.
The GFOA recognizes that those officers who are at or near the top of their
government's organization structur~ need a forum that addresses their special requirements.
That is the purpose of the Advanced Government Finance Institute. The Institute is
specifically designed for chief financial officers to update them on what's changing, how it
affects them, and what they can do about it:
• Changing Economic and Financial Environments
• Changing Policy Issues in Government Finance
• Changing Technologies and Management Techniques, and
• The Tactics and Strategies of Planning for Change
As the enclosed Program Plan details, the Advanced Institute will encompass a wide range
of policy and management subjects ... all rooted in the day-to-day experience ... of
government financial management.
The program is not for everyone. The curriculum is intensive and demanding. It is
geared to those who are anxious net only to learn from others but, through interaction with
the other attendees, to help others learn as well. The class wili be limited to approximately
50, with selection of the best qualified applicants in the order in which applications are
received. Therefore, early application is recommended. •
The Institute will be held August 13 through August 18, in Syracuse, New York, at
the campus of Syracuse Unive1·sity and will use university housing and meeting room
facilities. The program is developed in conjunction with the universi~'s Maxwell School
of Citizenship and Public Affairs. The total cost of the program, including tuition, housing,
materials, special events, and most meals, is $1,100. Questions regarding the Advanced
Institute should be directed to Barbara Weiss or Carole Ku mer of GFOA's Government
Finance Research Center, Washington, D.C. (202/429-2750). •
You can apply for admission to the Advanced Government Finance Institute using
the enclosed application form. There is no financial obligation until such time as you are
notified of acceptance. Applications are due no later than May 20, 1989.
May 10, 1989
James F. Elliott
Finance Director
City of Carlsbad
1200 Elm Avenue
Carlsbad, CA 92008
Dear Mr. Elliott:
GOVERNMENT
FINANCE
RESEARCH
CENTER
GOVERNMENT FINANCE
OFFICERS ASSOCIATION
We are pl~ased to notify you that your application to the Advanced
Government Finance Institute at Syracuse University, in Syracus~,
New York, August 13-18, 1989, has been accepted.
You will be enrolled as a participant in the Institute upon our
receipt of the enclosed acceptance form and payment of the tuition
fee. We will appreciate your compl~ting enrollment as soon as
possible, so that applicants on the waiting l·ist can be
accommodated if there should be any change of plans among those who
h~ve been accepted. In any case, your acceptance, with payment,
must be received by June 20, 1989.
For your planning purposes, please note that Institute facilities
at Syracuse will be available for occupancy starting at 3:00 p.m.,
Sunday, August 13th, and the program will conclude about 1:30 p.m.,
Friday, August 18th.
Additional materials concerning the program, the accommodations and
transportation from the Syracuse airport, will be sent to you
towards the end of June.
With best regards,
~~-L/J~
John E. Petersen
Senior Director
Government Finance Research Center
Enc.
fOllMElllYTHl"MUNIClrALFINANCEOfFICEllSASSOCIATION
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