Course Objectives
This course is designed to provide participants with the opportunity to develop an understanding and working knowledge of:
- Budget preparation and planning processes
- Current efforts to improve budgeting and to link budgets to plans
- Legislative review and approval of the budget; involvement of legislators and citizens in the process
- Elements of effective budget documents
- Budget execution and interim budget reviews
Required Course Materials
It is your responsibility to supply the following materials for the course:
- Recommended Budgeting Practices: A Framework for Improved State and Local Budgeting, developed by the National Advisory Council on State and Local Government Budgeting and published by the Government Finance Officers Association, can be downloaded from http://gfoa.org/services/nacslb.
- “GFOA Best Practices” in Budgeting and Financial Planning – to be furnished for download on first day of class
Exam Schedule
Exam 1 - Financial Planning and Budgeting
Online Fall Exams
Option 1: Sept. 30 - Oct. 11, 2024 (1 Session)
Option 2: Nov. 4 - 15, 2024 (1 Session)
Online Spring Exams
Option 1: Feb. 3 - 14, 2025 (1 Session)
Option 2: March 24 - April 4, 2025 (1 Session)
A member of the professional education team will coordinate with students individually
to schedule an online exam time during the scheduled exam period.
System requirements for online GFOA exams: Windows: 10 (but not 10S), 8, 7, or Vista or Mac: OS X 10.5 or higher. Students must also have a web camera (internal or external), microphone and a broadband internet connection.
Students participating in online GFOA exams will be permitted to use a single-line, basic calculator, (3) dry-erase boards (12" X 9" recommended size), and a dry-erase marker during each GFOA exam. Students can use dry-erase boards to work through exam problems and will be required to show blank dry-erase boards at the end of the testing session.
Meet Your Instructor
James E. Kirk
Budget Director at Georgia Tech in Atlanta, Georgia, and former Budget Director, Business and Finance Division, University of South Carolina
Jim earned the Bachelor in Arts in Economics from Vanderbilt University and the Master of Public Administration from George Washington University. Jim was the Deputy State Director for Fiscal Management at the South Carolina Department of Social Services and also served as the Deputy Commissioner for Fiscal Affairs at the South Carolina Department of Disabilities and Special Needs. His other government experience includes working as a Budget Analyst for the Governor’s Office, the State Auditor’s Office, and Arlington County, Virginia. Jim was a Research Associate with the University of South Carolina’s Bureau of Governmental Research and Service (now the Institute for Public Service and Policy Research) from 1977-1980 and is the author of several publications on financial management and administration.
Registration and Fees
| Dates / Sessions | Times | Fees |
|---|---|---|
| GFOA Exam I-Financial Planning and Budgeting 09/30/2024 – 10/11/2024 Monday - Friday 1 Sessions Registration Closed Notes: This Exam will be held online. A member of the professional education team will coordinate with you to schedule an online exam time during the scheduled exam period. | TBD – TBD | $60.00 |
| GFOA Exam I-Financial Planning and Budgeting 11/04/2024 – 11/15/2024 Monday - Friday 1 Sessions Register Online or Register By Mail Notes: This Exam will be held online. A member of the professional education team will coordinate with you to schedule an online exam time during the scheduled exam period. | TBD – TBD | $60.00 |
| GFOA Exam I-Financial Planning and Budgeting 02/03/2025 – 02/14/2025 Monday - Friday 1 Sessions Register Online or Register By Mail Notes: This Exam will be held online. A member of the professional education team will coordinate with you to schedule an online exam time during the scheduled exam period. | TBD – TBD | $60.00 |
| GFOA Exam I-Financial Planning and Budgeting 03/24/2025 – 04/04/2025 Monday - Friday 1 Sessions Register Online or Register By Mail Notes: This Exam will be held online. A member of the professional education team will coordinate with you to schedule an online exam time during the scheduled exam period. | TBD – TBD | $60.00 |
Registration and Payment Notes
If you plan to pay by check or purchase order, select "register by mail." Complete the form and return a printout with payment to: USC Continuing Education
and Conferences, Close/Hipp Building at 1705 College Street, Suite 591, Columbia,
SC 29208. Your seat is not guaranteed until payment is received.
We accept online payment via electronic check, VISA, MasterCard, Discover and American Express through MarketPlace,
a secure electronic environment that simplifies business transactions with the university.
Follow the MarketPlace prompts to complete payment. Your transaction is only complete
when you receive an order number, which is your receipt of payment. Your seat is not
guaranteed until payment is received and you receive an order number.
Once you have paid and are enrolled, you'll be emailed location and parking information for face-to-face programs or online
instructions about one week before the program begins.