Seminars for Local Officials

TOWNS: Budget Navigation - A Roadmap for Creating Effective Budgets

Seminars for Local Officials

FIRE DISTRICTS: Budget Navigation - A Roadmap for Creating Effective Budgets

Financial Condition Analysis for Board Members

Performing a regular, timely financial condition analysis can provide board members with valuable information on the current and future state of a local government's finances. Regular analysis can highlight potential fiscal problems and provide information necessary for timely corrective action. This presentation will help board members examine the use of financial reports, results of operations and financial trend analysis to determine and monitor their municipality's financial condition.

Record of Activities: Elected and Appointed Officials

This webinar will explain how the New York State and Local Retirement System (NYSLRS) determines service credit for Elected and Appointed Officials. Officials, who are not in a time-keeping system, are required to keep a Record of Activities (ROA). The purpose of an ROA is to establish an Official’s service credit in NYSLRS. During this training, we will go over what is required on an ROA, as well as walk you through how to complete an ROA utilizing a template, available on the NYSLRS website.

The New Annual Financial Report – Overview

This webinar will provide a demonstration of the AFR (Annual Financial Report) application currently being developed. We will explain how you start a report, enter data into the financial statements, manage codes, enter adjustments, resolve validation rule errors and submit a report. There will be an opportunity to submit questions to our staff which will be answered at the end of the presentation.

Understanding the Budget Process

This session will explain the budget process, the procedures that should be used in preparing the budget and the resources and tools available to assist with budget development. It will also address the requirements and options for amending the budget and the reports necessary for successfully monitoring the budget during the year.

Accounting Principles and Procedures (Advanced)

This multi-day school is designed to familiarize participants with accounting and financial reporting requirements for local governments in New York.

Internal Controls for Billed Receivables and User Charges

Please join us as we discuss internal control framework for billed receivables and user charges, and go through the elements of a control environment to help ensure these activities are appropriate and safeguarded.