North Carolina

Local

Government

Budget

Association

2013

Summer

Conference

Shell Island

Resort

Wrightsville

Beach

Title Sponsor

NCLGBA Summer 2013 Agenda

Wednesday, July 10th

12:00-1:00pm Registration Foyer

1:00-1:15pm Welcome

Mayor of Wrightsville, David Cignotti

Moderator: Katie Lumb, New Hanover County

Shell Island

Ballroom

1:15-2:45pm

General Session

The Art of Achievement in Times of Change

Presenter: Tom Morris, Morris Institute

Moderator: April Campbell, Town of Archdale

From Plato and Aristotle to the present day, the wisest

people who have ever thought about success and

excellence have left us bits and pieces of powerful advice

for attaining deeply satisfying success in times of

change. Philosopher Tom Morris puts these important

insights together as a simple, complete framework of

seven universal conditions for achieving deeply

satisfying, sustainable excellence in all that we do.

ROOM

2:45-3:00pm Break-Snack Oceanview

Ballroom

3:00-4:00pm Speed Networking!

Moderators: Amber Smith, City of Raleigh

Lesley Reder, Town of Concord

Discuss Tom Morris’ presentation and build lasting

connections with colleagues from around the state in an

innovative way. NCLGBA Speed Networking is a

structured opportunity to enhance your conference

networking experience in small-group and one-on-one

formats.

Oceanview

Ballroom

4:-00-5:15

Concurrent Sessions

Session #1—Graphing in Excel, Beyond the Basics

Presenter: Dale Roenigk, UNC School of Government

Moderator: Kenneth Hunter, City of Rocky Mount

Brush up on data visualization in Excel, moving beyond

basic graphs. Learn how-to’s and practical applications

of some of the newer features, plug-ins for Excel, and

examples of different graphs you can create. Improve

the communication of your data analysis to your peers,

supervisors, board and the public. Tips and tools include

sparklines, micrographs, box plots, waterfall charts,

trellis charts, dot plots and more.

Sand Dollar

Page 2

4:00-5:15pm

5:30-7:00pm

Concurrent Sessions (continued)

Session #2—Revenue Maximization

Moderator: Katie Lumb, New Hanover County

Presenter: Robert Segal, CPA

Discussion of revenue enhancement strategies with a consultant

and local government representatives sharing basic strategies to

maximize revenues.

RECEPTION (On-site at Shell Island)

Sunray Venus

Oceanview

Ballroom & Patio

Wednesday, July 10th (continued)

Thursday, July 11th

7:30-8:30am

Continental Breakfast

Oceanview

Ballroom

8:30-9:45am

9:45-10:00am

General Session

Emerging Issues Commons: Issues facing Local

Government Today

Presenter: Sarah Langer, Institute of Emerging Issues

Moderator: Heather Drennan, City of Raleigh

Learn about NC State’s Institute of Emerging Issues online tool for

engaging citizens, experts and other local governments around

the multidimensional topics of healthcare, education, the

economy and the environment that communities face today.

Break

Shell Island

Ballroom

10:00-10:45am Roundtables

ElectriCities (Kenneth Hunter)

Discuss the challenges facing municipal-owned electric utilities,

including the impacts of potential state legislation, economic

conditions, revenue and expenditure forecasting, and more.

TBA

Budget Documents (Bill Rivenbark and Pat Pate)

Tired of producing the same old budget? Been reporting to the

same Director/Manager for years? Join this discussion on

“Budgets of the Future” and add some spice to your budget life -

and maybe get certified as well!

TBA

Page 3

10:00-10:45am Roundtables (continued)

Transit Issues (Randy Hunsucker, City of Charlotte)

Connect with Transit colleagues about the issues transit

budgeting staff face, which are complex and uniform. Discuss

budget methods. Share effective grants management strategies

from application to financial and regulatory management to

various reporting requirements. Compare notes on complying

with reporting requirements include NTD reporting, FFR’s,

Milestones, as well as responding and preparing for a variety of

Federal audits (FMO’s and Triennial Reviews).

TBA

Public Safety (Kimberly Franklin, Durham County)

Public Safety is not a break-even enterprise. With state statute

driving much of operations, local governments balance agency

priorities, safety and security, and the current political

environment. Share best practices that support your jurisdiction’s

goals and satisfy the current political environment.

TBA

Education Funding Strategies

(Tonya Walton, Orange County)

Public school funding remains a sensitive topic in most

jurisdictions. Although local governments provide only 24% of

education revenue, the decision-making process receives greater

scrutiny and community involvement than state or federal

funding. This roundtable will explore strategies NC local

governments use to finance school operating expenses. As

participants share experiences, the group can assess conditions

necessary to realize potential for fiscal and political gains.

TBA

Popular Annual Financial Reporting

(Kathryn Hertel, City of Raleigh)

Not many citizens would consider the CAFR an easy beach read.

Communities are increasingly turning to Popular Annual Financial

Reports to provide transparent financial data to their residents.

Examine PAFR examples (good and bad) and discuss ways to

make financial and budgeting information fun and interesting.

TBA

Dealing Realistically with Unrealistic Expectations

(Jorge Figueroa, Ph.D, UNC-Wilmington)

Stress produces illnesses, diminishes immune function, reduces

quality of life, and shortens life expectancy. Yet, stress is

unavoidable. It is not stress that kills us; it is our reaction to it.

The greatest weapon against stress is our ability to choose one

thought over another. Identify strategies to minimize adverse

effects of stress in your life and improve effectiveness at dealing

with stress productively.

TBA

10:45-11:00 Break-Snack Oceanview

Ballroom

Thursday, July 11th (continued)

Page 4

11:00-12:15pm Economic Update

Presenters: Woody Hall, UNC-Wilmington

Moderators: Whitney Alfonzo, UNC School of

Government

Assessment of the current national and state economies and

outlook for the next 12-18 months. Special attention will be paid

to employment growth and the impact of domestic fiscal restraint

and the financial turmoil that US trading partners in Europe and

Asia continue to face.

Shell Island

Ballroom

Thursday, July 11th (Continued)

12:15-1:30pm Lunch

Sponsor Introductions and NCLBGA Business Meeting

Oceanview

Ballroom

1:45-3:15pm Healthcare Reform—The Long View on Costs

Presenters: Reggie White, General Manager of Cigna

Government and Education

Steve Graybill, Senior Consultant from

Mercer Health

Frank Salvato, Senior Benefits Manager, City

of Greenville

Moderator: Blake Hart, Mecklenburg County

Panel will discuss the Patient Protection and Affordable Care acts

and the impact the legislation will have on local governments as

employers. How can employers keep costs low while also

providing competitive compensation and benefits programs for

their employees? Learn how to meet this challenge in the era of

healthcare reform.

Shell Island

Ballroom

3:15-3:30pm Break-Snack

3:45-5:00pm Concurrent Sessions

Session #1—Visualizing Value

Presenter: Whitney Alfonzo, UNC School of Government

Moderator: Laura Altizer

Taxpayer receipts inform citizens about where tax dollars go.

During this session, see well-crafted examples of taxpayer

receipts that draw from current research on citizen participation.

Learn about the advantages of this budget development tool and

how to design one.

Sand Dollar

Session #2—Performance Based Budgeting—Where are

you in your journey?

Moderator: Adam Lindsay, Rockingham County

Presenter:

How do you move beyond performance measurement to

performance management? Many jurisdictions measure

performance at various levels in order to create accountability,

provide information for planning and budgeting, or get feedback

on operations. This session will introduce a tool to help gauge

where you stand now, talk about tasks and challenges and share

some local government's experiences.

Sunray Venus

Page 5

Session #3—Field Trip UNCW CREST Research Lab

Organizer: Katie Lumb, New Hanover County

UNCW CREST research park is one of the most advanced

biotechnology research centers on the East Coast of the USA. The

park offers flexible, modular research space for established

firms, entrepreneurial start-ups, government agencies and

universities focusing on biotechnology, analytical and

environmental sciences, and early stage pharmaceutical research

development.

Meet in Lobby

Thursday, July 11th (continued)

Friday, July 12th

8:00-8:45am Full Breakfast Oceanview

Ballroom

8:45-10:15am General Session

Planning for the New Reality

Presenter: Mitch Silver, American Planning Association

President

Moderator: Amber Smith, City of Raleigh

The Great Recession and other emerging issues have reset how we

plan for the today and tomorrow. The greying and browning of

America, changes to household composition, evolving political and

generational dynamics present new challenges in the 21st

century. What are the implications of these changes? What is the

new reality for local government? How can we better prepare for

what’s next? This session will offer insight into planning for the

new reality.

Shell Island

Ballroom

10:15-10:30am Break

10:30-11:45am Concurrent—Legislative Update

Session #1—City Update

Presenter: Karl Knapp, NC League of Municipalities

Session #2—County Update

Moderator: Bryant Morehead, Mecklenburg County

Presenter: Rebecca Troutman, NC Association of County

Commissioners

Sand Dollar

Sunray Venus

11:45am-12pm Prize Raffle and Adjournment

NCLGBA Resources Online

www.NCLGBA.org

Organizational Website, featuring group information and regular updates

JOBS.NCLGBA.org

Career Gateway—Your best source for local budgeting & finance job postings

Page 6

Shell Island Resort Conference Map (Ground Floor)

Wrightsville Beach Information

Websites

www.VisitWrightsvilleBeachNC.com www.WilmingtonAndBeaches.com

Restaurants

22 North, 22 North Lumina Avenue, 919-509-0177 King Neptune, 11 North Lumina Avenue, 910-256-2525

South Beach Grill, 100 South Lumina Avenue, 910-256-4646 Oceanic, 706 South Lumina Avenue, 910-256-5551 Causeway Café, 114 Causeway Drive, 910-256-3730

Page 7

Thank You to our Conference Sponsors!

Presenting Sponsors

Governor’s Commission

Legislative Committee

Page 8