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November 2-6, 2009
                                                                           Budgeting Week for Government
                                                                                           Washington, DC




 Budgeting Week
 for Government
 Examine Leading Methodologies to Prepare and Execute a Results-Driven Budget




Featuring Three Interactive Courses:
Course 1: Navigate the Budget Process
Learn how to allocate resources in alignment with agency priorities

Course 2: Performance-Based Budgeting in Government
Align resource consumption with strategic goals, objectives and performance goals

Course 3: Activity-Based Cost Management
Utilize activity based costing to effectively measure your programs’ cost efficiencies


                                                                             Earn up to 30 CPE Credits
                                                                   www.PerformanceWeb.org/Budgeting
Budgeting Week for Government


                                                                    Agenda-at-a-Glance
    Day One: Monday, November 2, 2009 (Navigate the                              Day Four: Thursday, November 5, 2009 (Performance-
    Budget Process)                                                              Based Budgeting), continued
    8:30    Conference Registration and Continental Breakfast                    8:30    Continental Breakfast
    9:00    Learn What Budgeting is and Why it is Necessary                      9:00    Interactive Application Session #3: Develop a Performance-Based
                                                                                         Budget Using the Seven Steps Framework
            Key Realities and Drivers of the Budget Process
                                                                                         Case Study: Program Evaluation: Key Questions to Ask Your
    12:00   Lunch Break
                                                                                         Program in Presenting a Performance-Based Budget
    1:00    Examine Public Expenditure Management and Budgeting
                                                                                 12:00   Lunch Break
            Interactive Application Session #1: Budget Formulation Exercise
                                                                                 1:00    Elements One and Two: Program Purpose, Design and Strategic
    4:00    Day One Adjourns                                                             Planning
                                                                                         Elements Three and Four: Program Management and Results
    Day Two: Tuesday, November 3, 2009 (Navigate the
                                                                                 4:00    Day Four Adjourns
    Budget Process), continued
    8:30    Continental Breakfast                                                Day Five: Friday, November 6, 2009 (Activity-Based
    9:00    Justify Your Budget and Gain Buy-In: Frameworks for Budget           Cost Management)
            Development
                                                                                 8:30    Continental Breakfast
            Interactive Application Session #2: Strategic Marketing and
                                                                                 9:00    Introduction to Activity-Based Costing and Management (ABC/M):
            Communications and Budget Justification
                                                                                         What’s Worked for Other Organizations and What Hasn’t
    12:00   Lunch Break
                                                                                         Implement an Activity-Based Costing (ABC) System
    1:00    Budget Execution and Reporting
                                                                                         Adopt a Framework for Cost Measurement and Allocation and
            Integrated Wrap Up: Drivers, Trends, Frameworks and Tactics                  Analyze Cost Drivers
    4:00    Day Two Adjourns                                                     12:00   Lunch Break
                                                                                 1:00    Interactive Application Session #4: Applying ABC/M in
    Day Three: Wednesday, November 4, 2009 (Performance-                                 Government: A Case Study
    Based Budgeting)                                                                     The Way Ahead: Adapting Your Organization to ABC/M
    8:30    Continental Breakfast                                                4:00    Day Five Adjourns
    9:00    Performance-Based Budgeting in Government: Concepts,
            Definitions and Mandates
            State of Practice in Performance Budgeting: Learn the Different
            Types of Performance-Based Budgets
    12:00   Lunch Break
    1:00    Develop Effective Strategic Plans and Performance Measures to
            Drive Budgeting: The Critical Success Factors
            Create a Performance-Based Budget: A Seven-Step Process to
            Integrate Performance and Budget Information
    4:00    Day Three Adjourns




2             www.PerformanceWeb.org/Budgeting
Budgeting Week for Government


           Course One: Navigate the Budget Process


                                                                                            Who
Day One:

Monday, November 2, 2009
8:30
                                                                                            Should Attend:
Conference Registration and Continental Breakfast


9:00
                                                                                            • Financial Managers
Learn What Budgeting is and Why it is Necessary
                                                                                            • Financial Analysts
•   Budget Formulation: forecasting resource requirements
•   Budget Justification: budget review and passback (and appeals)                           • CFOs
•   Legislative review and action                                                           • Budget Analysts
•   Budget Execution: distribution of funds and reconciliation
                                                                                            • Budget Officers
                                                                                            • Program Managers
Key Realities and Drivers of the Budget Process
• Evaluate the impact of a tight discretionary budget on the fight for resources
                                                                                            • Project Managers
• Understand and navigate common problems with the current budget process
• Understand what drives the budget process in the public sector

12:00
Lunch Break
                                                                                           Top 5
                                                                                           Reasons to Attend:
1:00

Examine Public Expenditure Management and Budgeting
• Review financial management legislation and guidelines for budget formulation             1. Understand how to track, monitor
• Estimate and forecast costs of program activities                                           and modify a budget in the
• Account for capital assets, employee needs and costs and multi-year obligations             execution stage.

                                                                                           2. Align resources with strategic
Interactive Application Session #1: Budget Formulation Exercise
                                                                                              goals, objectives and
• Practice formulating a “mock” budget for a government agencys                               performance measure
• Balance program priorities against scarce resources
• Construct a budget submission based on the knowledge you have acquired                   3. Examine real-world successes
                                                                                              and failures and apply the
                                                                                              lessons learned
4:00
Day One Adjourns                                                                           4. Implement your performance-
                                                                                              based strategic plan in your daily
                                                                                              operations to achieve results

                                                                                           5. Learn budget justification and
                                                                                              how to communicate with key
                                                                                              stakeholders and new leadership




                                                                                    www.PerformanceWeb.org/Budgeting           3
Budgeting Week for Government


                                                                        Course One: Navigate the Budget Process
                                          Day Two:

                                          Tuesday, November 3, 2009

    “A budget is                          8:30
                                          Continental Breakfast


        more than                         9:00

                                          Justify Your Budget and Gain Buy-In: Frameworks for Budget Development
        simply numbers                    • Design the “message” of your budget justification and make it effective
                                          • Understand what legislatures look for in budget justifications
        on a page. It is                  • Update on requirements from OMB Circular A-11 and Departmental guidance

        a measure of                      Interactive Application Session #2: Strategic Marketing and Communications and
                                          Budget Justification
        how well we                       • Understand the differing priorities and perspectives of a budget officer and
                                            a budget examiner
        are living up to                  • Learn to anticipate the concerns of your counterparts and adjust ahead of time
                                          • Improve your understanding of both sides of the budget review process
        our obligations
                                          12:00
        to ourselves and                  Lunch Break


        one another.”                     1:00

             — President Barack Obama     Budget Execution and Reporting
                                          • Review financial management standards governing budget execution
                                          • Manage to the legal availability of funds: purpose, timing and amount
                                          • Align your processes with financial accounting and reporting schedules


                                          Integrated Wrap Up: Drivers, Trends, Frameworks and Tactics
                                          • Devise and stay within a spending plan
                                          • Anticipate and respond to the “what if” scenarios: mid-year reductions, continuing
                                            resolutions and/or budget busting
                                          • Navigate procedures for reprogramming within an appropriation


                                          4:00
                                          Day Two Adjourns




    4        www.PerformanceWeb.org/Budgeting
4
Budgeting Week for Government


         Course Two: Performance-Based Budgeting
Day Three:

Wednesday, November 4, 2009

8:30
Continental Breakfast                                                                                      “The instructor
9:00                                                                                                         has a broad
Performance-Based Budgeting in Government: Concepts, Definitions and Mandates
• Review performance budgeting concepts, definitions and mandates                                             background
• Learn the key components for formulating, justifying and executing a performance-
  based budget                                                                                               to relate to
• Understand what drives the budget process in the public sector—and how
  performance-based budgeting improves on those driversnce                                                   federal, state
State of Practice in Performance Budgeting: Learn the Different Types of Performance-Based Budgets           and local
Understand the different ways that you can present performance information in a budget:
  Example 1: Traditional Activity-Based Budgets                                                              government
  Example 2: Strategic Plan Summary with Traditional Activity-Based Budget
  Example 3: Cross-Walking Between Budget and Performance Plan
  Example 4: Integration of Performance Plan and Budget
                                                                                                             with examples.”
  Example 5: Forecasting Performance for Different Budget Levels
                                                                                                                             — Sylvia Owens,

12:00                                                                                                                       Program Manager,
Lunch Break                                                                                                                           NASA

1:00

Develop Effective Strategic Plans and Performance Measures to Drive Budgeting
• Examine the critical success factors that link your strategic plan to the budget
• Determine your strategic priorities for linking your measures to the budget
• Evaluate your strategic plan and performance measures to determine the best possible
  direction for integration

Create a Performance-Based Budget: A Seven-Step Process to Integrate Performance and
Budget Information
  Step 1: Develop/Align to Strategic Plan (Mission, Outcomes, Strategies)
  Step 2: Determine Outputs (By Program) for Each Strategy
  Step 3: Define Activities to Deliver Outputs
  Step 4: Calculate Full Costs (Direct/Indirect for Each Output)
  Step 5: Identify Cost Efficiency Improvements
  Step 6: Set Performance Targets (Revise after Budget Finalization)
  Step 7: Presentation of the Budget Justification


4:00
Day Three Adjourns

                                                                                               www.PerformanceWeb.org/Budgeting            5
Budgeting Week for Government


                                                                       Course Two: Performance-Based Budgeting
                                          Day Four:

                                          Thursday, November 5, 2009

“The instructor                           8:30
                                          Continental Breakfast


    provided a                            9:00

                                          Interactive Application Session #3: Develop a Performance-Based Budget Using the Seven
    wealth of real-                       Steps Framework
    life examples to                      • Complete PART questionnaire for your program
                                          • Formulate a performance-based budget request

    help explain                          • Create a business case for your budget request


    the topics.”                          Case Study: Program Evaluation: Key Questions to Ask Your Program in Presenting a
                                          Performance-Based Budget
                 — Monique Kennedy,       • Examine the Obama Administration’s focus and mandates for data collection, reporting
                      Program Analyst,      and use of findings
      United States Department of Labor   • Determine what type of evaluation is needed to develop the information and make
                                            informed decisions about the program
                                          • Select specific, researchable questions that can be asked to answer the general questions


                                          12:00
                                          Lunch Break


                                          1:00

                                          Elements One and Two: Program Purpose, Design and Strategic Planning
                                          • Analyze your program’s mission and purpose and identify programs with
                                            a duplicative purpose
                                          • Examine strategic planning strengths and deficiencies
                                          • Analyze long-term and annual performance goals and measures


                                          Elements Three and Four: Program Management and Results
                                          • Evaluate management of program goals as outlined in the strategic plan
                                          • Identify areas of management challenges in program stewardship
                                          • Evaluate program success toward long-term goals and measures


                                          4:00
                                          Day Four Adjourns




6           www.PerformanceWeb.org/Budgeting
Budgeting Week for Government


            Course Three: Activity-Based Management
Day Five:

Friday, November 6, 2009

8:30                                                                    12:00
Continental Breakfast                                                   Lunch Break


9:00                                                                    1:00

Introduction to Activity-Based Costing and Management (ABC/M): What’s   Interactive Application Session #4: Applying ABC/M in a Government:
Worked for Other Organizations and What Hasn’t                          A Case Study
• Understand the role of effective cost management in                   • Effectively utilize the tools and techniques you have learned
  government today                                                        and apply them to a real life case study
• Evaluate budgetary alignment with program goals as outlined           • Apply all the ABC/M principles you learned from collecting
  in the strategic plan                                                   and reporting ABC/M information to avoiding common
• Evaluate how activity-based costing directly supports                   costing pitfall
  cost management                                                       • Walk away with a solid understanding of how you can
• Align cost management to the overall objectives of                      apply ABC/M
  your organization

                                                                        The Way Ahead: Adapting Your Organization to ABC/M
Implement an Activity-Based Costing (ABC) System
                                                                        • First steps for deploying ABC/M
• Evaluate the best circumstances for ABC/M
                                                                        • Understanding ABC/M as it relates to government vendors
• Examine the ideal environment for implementing ABC/M
                                                                        • What’s next after ABC/M?
• Canvass different strategies for effectively implementing ABC/M


Adopt a Framework for Cost Measurement and Allocation and Analyze       4:00
                                                                        Day Five Adjourns
Cost Drivers
• Define cost measurement’s role in the cost management process
• Specify cost measurement objectives, activities and drivers and
  choose the correct cost driver
• Examine a level-of-effort analysis and overhead to
  overhead analysis




Become a Certified Government Performance Manager
To ensure professional success, you must continually expand your skills and education. The bar has been raised in government
agencies and organizations, and managers want to hire, promote and work with the most skilled individuals possible.

To address this need, The Institute offers a Certificate in Government Performance Management. Attend the three “core” courses
and an additional three “elective” courses based on the topics that meet your agency’s unique needs. The skills you acquire will
then be used to complete a “capstone project” on a particular issue that you and our department are facing, which will then be
evaluated by an expert member of our staff.

For more information about certification, please contact Melvin Hall at 202-739-9630, Melvin.Hall@PerformanceInstitute.org or
Dave Yerks at 858-866-9381, Dave.Yerks@PerformanceInstitute.org.                 www.PerformanceWeb.org/Budgeting            7
Budgeting Week for Government




                                           About the Trainers
Benefits                                    Wayne Simpson, Senior Fellow,
                                           The Performance Institute
                                                                                             profit Organizations by James Brimson and
                                                                                             John Antos. He has also been quoted in
                                                                                             periodicals and awarded special recognition
 of Certification                           Wayne K. Simpson founder is nationally
                                                                                             describing the Indianapolis program and
                                           recognized for his expertise in Activity
                                           Based Costing – Management. He was the            its use of Activity Based Costing such as
                                           former Activity Based Costing Coordinator         American Productivity & Quality Center’s
Advance Your Career                        for the City of Indianapolis. In this position,   1997 report Activity-Based Management II
Education and professional                 he managed, organized, and facilitated            Best Practices for Dramatic Improvement.
certification are becoming necessary        Activity Based Costing & Management               He has conducted over 60 seminars,
for promotion and requirements for         efforts citywide. This included training of       workshops, and presentations to numerous
coveted positions. In the Certified         city employees on ABC principles and              groups including Executive Enterprises,
Government Performance Manager             application and working with Management           Institute for International Research, The
program, you will acquire the skills       and Union on using the ABC information            Conference Board, Performance Institute,
and tools to make you the lead             to improve operations and prepare for             and the Government Finance Officers
performance management resource for        managed competition. A graduate of Purdue         Association on activity-based costing,
your organization.                         University, Mr. Simpson received his Bachelor     management, performance budgeting, and
                                           of Science degree in Industrial Management        alternative service delivery options.
                                           and Accounting. He spent 13 years in the
Meet New Certification                      private sector, including 8 years with Dow        Mr. Simpson belongs to the Government
Requirements                               Chemical, and had been with the City of           Financial Officers Association (GFOA) and
To hold a position as a performance        Indianapolis for the past 20 years where his      has served on its Government Budgeting and
manager in government you must             last position was CFO of the Department of        Fiscal Policy Committee. He also has been
demonstrate compliance with new skills     Parks and Recreation.                             involved in the Association of Governmental
sets required by OMB and Congress.                                                           Accountants (AGA). He is a Certified
                                           Mr. Simpson had been involved in the city         Government Financial Manager (CGFM).
Receiving your certificate is one key
                                           of Indianapolis’ Activity-Based Costing and
way to demonstrate your skills.
                                           Management program since its beginning            John Miller, Managing Director,
                                           in 1992, which in addition became the             Arkonas Corp.
                                           foundation for the city’s Performance Budget
Customize a Program to                                                                       Mr. Miller is a recognized expert and
                                           also known as the ‘Popular Budget.’ Wayne
Fit Your Needs                             has also trained and consulted for various        leading authority in the area of performance
Working with Institute training            federal, university, city, county, and state      management and measurement. Mr. Miller
managers, you can select courses           organizations on activity based costing,          has over 35 years of experience as a
that will have direct application and      management and budgeting.                         partnerat Arthur Andersen and in industry
impact to your work.                                                                         where he held the positions of Chief
                                           He has written articles and book reviews          Financial Officer for a publicly held New
                                           for periodicals such as The Government            York Stock Exchange manufacturing
For more information                       Accountants Journal and Government                company (NYSE:CIX) and
about certification, please contact         Finance Review. He is regularly sought            for a privately owned
Melvin Hall at 202-739-9630,               out as a reference and acknowledged               independent
Melvin.Hall@PerformanceInstitute.org       in publications such as Coopers and
or Dave Yerks at 858-866-9386,             Lybrand’s Activity Based Management
Dave.Yerks@PerformanceInstitute.org.       in Government and Activity Based
                                           Management for Service Industries,
                                           Government Entities and Non-


 8             www.PerformanceWeb.org/Budgeting
Budgeting Week for Government




exploration and production oil and gas             for persons with developmental disabilities
company. In addition, he has held positions        in Minnesota.He headed developmental
of corporate Director for Strategic and            disabilities services in Newfoundland and            “The instructor
Operations Planning for two other large,           Labrador, and outcomes measurement in the
publicly held Fortune 500 companies
(NYSE:SII and NYSE:FMC).
                                                   Minnesota Department of Human Services.
                                                                                                          was very
                                                   For 11 years, Dr. Wray was Executive
Lyle D. Wray, Ph.D., Executive Director,           Director of the Citizens League, a more than           knowledgeable
Capital Region Council of Governments              50-year-old civic organization that identifies

Lyle D. Wray serves as Executive Director of
                                                   important state and regional policy issues,
                                                   and advocates for solutions developed
                                                                                                          with great
the Capitol Region Council of Governments          through citizen research. During this period,
based in Hartford, CT. He has a BA, MA,            he teamed with Paul Epstein and others                 presentation
and PhD from the University of Manitoba,           to co-lead the Sloan Foundation funded
Winnipeg, Canada.                                  research on citizen engagement and public              skills. He
                                                   performance measurement that formed the
Measuring and improving public services
has been a key focus of Dr. Wray’s career          initial basis for the book Results That Matter,
                                                   which features the Effective Community
                                                                                                          adapted to the
for over 25 years, with citizen engagement
also important to his work for at least the last   Governance (ECG) Model.
                                                                                                          needs of class
15. He served as County Administrator for          He was a co-author of Results That Matter
Dakota County, MN, for five years, when he
led the county to performance management,
                                                   (Jossey-Bass, 2006). Dr. Wray pioneered the            members.”
                                                   concept of multiple citizen roles in community
with monthly graphic performance reports of        improvement, which he first published in
key results against budget and performance         an article for ICMA’s Public Management.                                     — Tim Bennett,
targets. He also made public deliberation          Results That Matter documents citizens                Assistant Town Manager for Operations,
part of the budget process, through citizen        playing multiple roles in numerous                                   Bluffton, South Carolina
focus groups and broader public meetings.          communities, and how governments and
Before that, he was the county’s Human             nonprofits support citizens in those roles,
                 Services Director. As             including roles related to government
                 County Administrator and          performance management. More recently,
                 Human Services Director           he and Epstein developed the “Community
                 he was directly involved          Balanced Scorecard,” which combines the
                 a pre-paid Medicaid               community improvement power of ECG with
                 demonstration initiative,         the strategy alignment power of balanced
                 expert systems development        scorecards. Dr. Wray has also been
                 for public health case            Director of the Ventura County Civic Alliance,
                 management and supported          a regional civic organization in California.
                 restructuring of public
                 health administration and         He also has served nationally and
                 finance. Wray previously           internationally as a consultant to government
                 worked with developmental         and non-profit organizations, and he teaches
                 disabilities services as a        graduate courses in public service outcomes
                 court monitor for federal         measurement, e-government, and public
                 court institutional reforms       service reform.
                 and deinstitutionalization


                                                                                          www.PerformanceWeb.org/Budgeting                 9
Budgeting Week for Government




Sponsorship                               In-House Training
                                          One of the more popular vehicles for accessing the Institute’s educational offerings is the
Opportunities:                            delivery of on-site trainings and management facilitations. Bringing a training or facilitation
                                          in-house gives you the opportunity to customize a program that addresses your exact
                                          challenges and provides a more personal learning experience, while virtually eliminating
                                          travel expenses. Whether you require training for your department or for an organization-
As a conference and training              wide initiative, the advanced learning methods employed by The Performance Institute will
provider, The Performance Institute       create an intimate training atmosphere that maximizes knowledge transfer to enhance the
                                          talent within your organization.
is an expert in bringing together
leaders to share and discuss best
                                          Customization:
practices and innovations. We
                                          We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”.
connect decision-makers with
                                          While many training providers will offer you some variation of their standard training,
respected solution providers.             The Performance Institute’s subject matter experts will work with you and your team to
                                          examine your programs and determine your exact areas of need. The identification of real
The Institute offers four different       life examples will create a learning atmosphere that resonates with participants while at
pre-designed sponsorship packages:        the same time providing immediate return on your training investment. Using interactive
                                          exercises that employ actual projects or scenarios from your organization, instructors can
• Event Co-Sponsor                        address specific challenges and align the curriculum of each session to your objectives.
                                          While the majority of on-site trainings are focused on smaller groups, The Performance
• Session Sponsor
                                          institute also has the ability to accommodate organizational-wide training initiatives.
• Luncheon Sponsor                        Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of
• Exhibit Booth Sponsor                   up to 300 participants per day.

                                          Areas of expertise:
For more information on sponsorships
                                          On-site delivery of single courses, certification programs and entire packages of
or to get started, contact Jessica        specialized courses are available in the following areas:
Ward at 202-739-9630 or
Jessica.Ward@PerformanceInstitute.org     •   Strategic Planning
                                          •   Performance Measurement
                                          •   Project Management
                                          •   Lean Six Sigma
                                          •   Workforce Management
                                          •   Performance-Based Budgeting
                                          •   Performance-Based Contracting
                                          •   Performance Reporting
                                          •   Program Evaluation
                                          •   Administrative Management
                                          •   Leadership and Change

                                          For more information about in-house training options available to you, please contact
                                          Jennifer Mueller at 703-894-0481 x 217 or email her at Mueller@PerformanceWeb.org.




 10           www.PerformanceWeb.org/Budgeting
Budgeting Week for Government




Logistics & Registration                                                                                                        REGISTRATION
                                                                                                                                1.     ONLINE at www.PerformanceWeb.org/Budgeting
VENUE & HOTEL
                                                                                                                                2.     VIA FAX to 866-234-0680
Budgeting Week for Government will be held at The Performance Institute in Arlington,                                           3.     VIA PHONE to 877-992-9521
VA, just one block east of the Courthouse Metro stop on the Orange Line. A public                                               4.     VIA MAIL to 805 15th Street NW, 3rd Floor
parking garage is located just inside of the building for $10/day.
                                                                                                                                       Washington, D.C. 20005
            The Performance Institute
                                                                                                                                            Yes! Register me for Budgeting Week for Government
            1515 North Courthouse Rd., Suite 600
            Arlington, VA 22201                                                                                                             Register me for the following course(s) only: (choose one or two)
            703-894-0481                                                                                                                            Course 1: Navigate the Budget Process
A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott                                                         Course 2: Performance-Based Budgeting
at the prevailing rate of $233 until October 1. This rate is based on the Government Per Diem                                                       Course 3: Activity-Based Cost Management
and is subject to change. Please call the hotel directly and reference code “Budgeting Week”
                                                                                                                                           Please call me. I am interested in a special Group Discount for my team
when making reservations to get the discounted rate. The hotel is conveniently located three
blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that
                                                                                                                                Delegate Information
is also available for your convenience.
           Arlington Rosslyn Courtyard by Marriott
           1533 Clarendon Blvd.                                                                                                 Name                                                        Title
           Arlington, VA 22209
           Phone: 703-528-2222 / 1-800-321-2211
           www.courtyardarlingtonrosslyn.com                                                                                    Office                                                       Organization

TUITION & GROUP DISCOUNTS
The tuition rate for Budgeting Week for Government is as follows:                                                               Address

                                          Early Bird Rate                         Regular Rate
 One Course                               $1099                                   $1199                                         City                                         State                        Zip
 Two Courses                              $1699                                   $1799
 Three Courses                            $1899                                   $1999
                                                                                                                                Telephone                                    Fax
*For the Early Bird Rate, register before August 24 , 2009
For more information on group discounts for Budgeting Week for Government, please
contact Melvin Hall at 202-739-9630, Melvin.Hall@PerformanceInstitute.org or Dave Yerks at                                      Email
858-866-9381, Dave.Yerks@PerformanceInstitute.org.


CPE CREDIT                                                                                                                      Payment Information
                  Delivery Method: Group-live        Program Level: Beginner                                                           Training Form/Purchase Order
                  Prerequisites: None                Advanced Preparation: None                                                        Check (accepted by mail only)
                  CPE Credits: 30 Total (Course One: 12, Course Two: 12, Course Three: 6)                                              Credit Card
The Performance Institute is registered with the National Association of State Boards of Accountancy (NASBA)
as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of
accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding
sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville,
TN 37219-2417. Website: www.nasba.org                                                                                           Credit Card Number                                          Expiration Date
Cancellation Policy:                                          Quality Assurance:
For live events: The Performance Institute will provide a     The Performance Institute strives to provide you with the
full refund less $399 administration fee for cancellations    most productive and effective educational experience
four weeks before the event. If cancellation occurs           possible. If after completing the course you feel there is        Name on Card                                                3 Digit Card verification #
within two weeks prior to conference start date, no           some way we can improve, please write your comments
refund will be issued. Registrants who fail to attend         on the evaluation form provided upon your arrival.
and do not cancel prior to the event will be charged the      Should you feel dissatisfied with your learning experi-
entire registration fee.                                      ence and wish to request a credit or refund, please
                                                              submit it in writing no later than 10 business days after
For webinars: The Performance Institute will provide a full                                                                     Billing Zip Code
                                                              the end of the training to:
refund less $50 administrative fee for cancellations four
weeks before the event. If cancellation occurs within         The Performance Institute: Corporate Headquarters
two weeks prior to conference start date, no refund will      805 15th Street NW, 3rd Floor                                     Please make checks payable to: The Performance Institute
be issued. Registrants who fail to attend and do not          Washington, D.C. 2005                                                                                                                           Priority Code: P723-WEB
cancel prior to the meeting will be charged the entire        Note: As speakers are confirmed six months before the
registration fee.                                             event, some speaker changes or topic changes may
All the cancellation requests need to be made online.         occur in the program. The Performance Institute is not         Discounts
Your confirmation email contains links to modify or            responsible for speaker changes, but will work to ensure
cancel registrations. Please note that the cancellation is    a comparable speaker is located to participate in the          • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to
not final until you receive a written confirmation.             program.                                                         receive any discount.
                                                                                                                             • Any discounts offered whether by The Performance Institute (including team discounts) must also require payment
Payment must be secured prior to the conference. If           If for any reason The Performance Institute decides to           at the time of registration.
payment is not received by the conference start date,         cancel this conference, The Performance Institute accepts
a method of payment must be presented at the time of          no responsibility for covering airfare, hotel or other costs   • All discount offers cannot be combined with any other offer.
registration in order to guarantee your participation at      incurred by registrants, including delegates, sponsors         • Discounts cannot be applied retroactively
the event.                                                    and guests.
                                                                                                                                                       www.PerformanceWeb.org/Budgeting                                                  11
About The Performance Institute
Called “the leading think tank in performance measurement for government” on
OMB’s ExpectMore.gov, The Performance Institute has been a leader in Performance
Management training and policy since the 2000 administration transition. As
part of the Government Performance Coalition, a group of good government
organizations, the Institute worked in 2000 to deliver recommendations to the then
new administration on what would become the President’s Management Agenda.

In 2009, the Institute is leading Innovations in Government: From Transition
to Transformation, or InnoGOV.org, a collection of forums, research and
recommendations to bring insight and transformation to the federal government. The
goal of InnoGOV.org is to centralize the importance of performance, accountability
and transparency in government and to disseminate the leading best practices to
government managers.

The Performance Institute has published several research reports regarding
performance management initiatives and trains over 10,000 government managers
per year on performance-based topics. Dedicated to improving citizen services and
taxpayer transparency, the Institute uses a best-practices foundation to deliver the most
effective and tested methodologies for improving performance.




For More Information, Visit Our Website at
www.PerformanceWeb.org

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P723 Web

  • 1. November 2-6, 2009 Budgeting Week for Government Washington, DC Budgeting Week for Government Examine Leading Methodologies to Prepare and Execute a Results-Driven Budget Featuring Three Interactive Courses: Course 1: Navigate the Budget Process Learn how to allocate resources in alignment with agency priorities Course 2: Performance-Based Budgeting in Government Align resource consumption with strategic goals, objectives and performance goals Course 3: Activity-Based Cost Management Utilize activity based costing to effectively measure your programs’ cost efficiencies Earn up to 30 CPE Credits www.PerformanceWeb.org/Budgeting
  • 2. Budgeting Week for Government Agenda-at-a-Glance Day One: Monday, November 2, 2009 (Navigate the Day Four: Thursday, November 5, 2009 (Performance- Budget Process) Based Budgeting), continued 8:30 Conference Registration and Continental Breakfast 8:30 Continental Breakfast 9:00 Learn What Budgeting is and Why it is Necessary 9:00 Interactive Application Session #3: Develop a Performance-Based Budget Using the Seven Steps Framework Key Realities and Drivers of the Budget Process Case Study: Program Evaluation: Key Questions to Ask Your 12:00 Lunch Break Program in Presenting a Performance-Based Budget 1:00 Examine Public Expenditure Management and Budgeting 12:00 Lunch Break Interactive Application Session #1: Budget Formulation Exercise 1:00 Elements One and Two: Program Purpose, Design and Strategic 4:00 Day One Adjourns Planning Elements Three and Four: Program Management and Results Day Two: Tuesday, November 3, 2009 (Navigate the 4:00 Day Four Adjourns Budget Process), continued 8:30 Continental Breakfast Day Five: Friday, November 6, 2009 (Activity-Based 9:00 Justify Your Budget and Gain Buy-In: Frameworks for Budget Cost Management) Development 8:30 Continental Breakfast Interactive Application Session #2: Strategic Marketing and 9:00 Introduction to Activity-Based Costing and Management (ABC/M): Communications and Budget Justification What’s Worked for Other Organizations and What Hasn’t 12:00 Lunch Break Implement an Activity-Based Costing (ABC) System 1:00 Budget Execution and Reporting Adopt a Framework for Cost Measurement and Allocation and Integrated Wrap Up: Drivers, Trends, Frameworks and Tactics Analyze Cost Drivers 4:00 Day Two Adjourns 12:00 Lunch Break 1:00 Interactive Application Session #4: Applying ABC/M in Day Three: Wednesday, November 4, 2009 (Performance- Government: A Case Study Based Budgeting) The Way Ahead: Adapting Your Organization to ABC/M 8:30 Continental Breakfast 4:00 Day Five Adjourns 9:00 Performance-Based Budgeting in Government: Concepts, Definitions and Mandates State of Practice in Performance Budgeting: Learn the Different Types of Performance-Based Budgets 12:00 Lunch Break 1:00 Develop Effective Strategic Plans and Performance Measures to Drive Budgeting: The Critical Success Factors Create a Performance-Based Budget: A Seven-Step Process to Integrate Performance and Budget Information 4:00 Day Three Adjourns 2 www.PerformanceWeb.org/Budgeting
  • 3. Budgeting Week for Government Course One: Navigate the Budget Process Who Day One: Monday, November 2, 2009 8:30 Should Attend: Conference Registration and Continental Breakfast 9:00 • Financial Managers Learn What Budgeting is and Why it is Necessary • Financial Analysts • Budget Formulation: forecasting resource requirements • Budget Justification: budget review and passback (and appeals) • CFOs • Legislative review and action • Budget Analysts • Budget Execution: distribution of funds and reconciliation • Budget Officers • Program Managers Key Realities and Drivers of the Budget Process • Evaluate the impact of a tight discretionary budget on the fight for resources • Project Managers • Understand and navigate common problems with the current budget process • Understand what drives the budget process in the public sector 12:00 Lunch Break Top 5 Reasons to Attend: 1:00 Examine Public Expenditure Management and Budgeting • Review financial management legislation and guidelines for budget formulation 1. Understand how to track, monitor • Estimate and forecast costs of program activities and modify a budget in the • Account for capital assets, employee needs and costs and multi-year obligations execution stage. 2. Align resources with strategic Interactive Application Session #1: Budget Formulation Exercise goals, objectives and • Practice formulating a “mock” budget for a government agencys performance measure • Balance program priorities against scarce resources • Construct a budget submission based on the knowledge you have acquired 3. Examine real-world successes and failures and apply the lessons learned 4:00 Day One Adjourns 4. Implement your performance- based strategic plan in your daily operations to achieve results 5. Learn budget justification and how to communicate with key stakeholders and new leadership www.PerformanceWeb.org/Budgeting 3
  • 4. Budgeting Week for Government Course One: Navigate the Budget Process Day Two: Tuesday, November 3, 2009 “A budget is 8:30 Continental Breakfast more than 9:00 Justify Your Budget and Gain Buy-In: Frameworks for Budget Development simply numbers • Design the “message” of your budget justification and make it effective • Understand what legislatures look for in budget justifications on a page. It is • Update on requirements from OMB Circular A-11 and Departmental guidance a measure of Interactive Application Session #2: Strategic Marketing and Communications and Budget Justification how well we • Understand the differing priorities and perspectives of a budget officer and a budget examiner are living up to • Learn to anticipate the concerns of your counterparts and adjust ahead of time • Improve your understanding of both sides of the budget review process our obligations 12:00 to ourselves and Lunch Break one another.” 1:00 — President Barack Obama Budget Execution and Reporting • Review financial management standards governing budget execution • Manage to the legal availability of funds: purpose, timing and amount • Align your processes with financial accounting and reporting schedules Integrated Wrap Up: Drivers, Trends, Frameworks and Tactics • Devise and stay within a spending plan • Anticipate and respond to the “what if” scenarios: mid-year reductions, continuing resolutions and/or budget busting • Navigate procedures for reprogramming within an appropriation 4:00 Day Two Adjourns 4 www.PerformanceWeb.org/Budgeting 4
  • 5. Budgeting Week for Government Course Two: Performance-Based Budgeting Day Three: Wednesday, November 4, 2009 8:30 Continental Breakfast “The instructor 9:00 has a broad Performance-Based Budgeting in Government: Concepts, Definitions and Mandates • Review performance budgeting concepts, definitions and mandates background • Learn the key components for formulating, justifying and executing a performance- based budget to relate to • Understand what drives the budget process in the public sector—and how performance-based budgeting improves on those driversnce federal, state State of Practice in Performance Budgeting: Learn the Different Types of Performance-Based Budgets and local Understand the different ways that you can present performance information in a budget: Example 1: Traditional Activity-Based Budgets government Example 2: Strategic Plan Summary with Traditional Activity-Based Budget Example 3: Cross-Walking Between Budget and Performance Plan Example 4: Integration of Performance Plan and Budget with examples.” Example 5: Forecasting Performance for Different Budget Levels — Sylvia Owens, 12:00 Program Manager, Lunch Break NASA 1:00 Develop Effective Strategic Plans and Performance Measures to Drive Budgeting • Examine the critical success factors that link your strategic plan to the budget • Determine your strategic priorities for linking your measures to the budget • Evaluate your strategic plan and performance measures to determine the best possible direction for integration Create a Performance-Based Budget: A Seven-Step Process to Integrate Performance and Budget Information Step 1: Develop/Align to Strategic Plan (Mission, Outcomes, Strategies) Step 2: Determine Outputs (By Program) for Each Strategy Step 3: Define Activities to Deliver Outputs Step 4: Calculate Full Costs (Direct/Indirect for Each Output) Step 5: Identify Cost Efficiency Improvements Step 6: Set Performance Targets (Revise after Budget Finalization) Step 7: Presentation of the Budget Justification 4:00 Day Three Adjourns www.PerformanceWeb.org/Budgeting 5
  • 6. Budgeting Week for Government Course Two: Performance-Based Budgeting Day Four: Thursday, November 5, 2009 “The instructor 8:30 Continental Breakfast provided a 9:00 Interactive Application Session #3: Develop a Performance-Based Budget Using the Seven wealth of real- Steps Framework life examples to • Complete PART questionnaire for your program • Formulate a performance-based budget request help explain • Create a business case for your budget request the topics.” Case Study: Program Evaluation: Key Questions to Ask Your Program in Presenting a Performance-Based Budget — Monique Kennedy, • Examine the Obama Administration’s focus and mandates for data collection, reporting Program Analyst, and use of findings United States Department of Labor • Determine what type of evaluation is needed to develop the information and make informed decisions about the program • Select specific, researchable questions that can be asked to answer the general questions 12:00 Lunch Break 1:00 Elements One and Two: Program Purpose, Design and Strategic Planning • Analyze your program’s mission and purpose and identify programs with a duplicative purpose • Examine strategic planning strengths and deficiencies • Analyze long-term and annual performance goals and measures Elements Three and Four: Program Management and Results • Evaluate management of program goals as outlined in the strategic plan • Identify areas of management challenges in program stewardship • Evaluate program success toward long-term goals and measures 4:00 Day Four Adjourns 6 www.PerformanceWeb.org/Budgeting
  • 7. Budgeting Week for Government Course Three: Activity-Based Management Day Five: Friday, November 6, 2009 8:30 12:00 Continental Breakfast Lunch Break 9:00 1:00 Introduction to Activity-Based Costing and Management (ABC/M): What’s Interactive Application Session #4: Applying ABC/M in a Government: Worked for Other Organizations and What Hasn’t A Case Study • Understand the role of effective cost management in • Effectively utilize the tools and techniques you have learned government today and apply them to a real life case study • Evaluate budgetary alignment with program goals as outlined • Apply all the ABC/M principles you learned from collecting in the strategic plan and reporting ABC/M information to avoiding common • Evaluate how activity-based costing directly supports costing pitfall cost management • Walk away with a solid understanding of how you can • Align cost management to the overall objectives of apply ABC/M your organization The Way Ahead: Adapting Your Organization to ABC/M Implement an Activity-Based Costing (ABC) System • First steps for deploying ABC/M • Evaluate the best circumstances for ABC/M • Understanding ABC/M as it relates to government vendors • Examine the ideal environment for implementing ABC/M • What’s next after ABC/M? • Canvass different strategies for effectively implementing ABC/M Adopt a Framework for Cost Measurement and Allocation and Analyze 4:00 Day Five Adjourns Cost Drivers • Define cost measurement’s role in the cost management process • Specify cost measurement objectives, activities and drivers and choose the correct cost driver • Examine a level-of-effort analysis and overhead to overhead analysis Become a Certified Government Performance Manager To ensure professional success, you must continually expand your skills and education. The bar has been raised in government agencies and organizations, and managers want to hire, promote and work with the most skilled individuals possible. To address this need, The Institute offers a Certificate in Government Performance Management. Attend the three “core” courses and an additional three “elective” courses based on the topics that meet your agency’s unique needs. The skills you acquire will then be used to complete a “capstone project” on a particular issue that you and our department are facing, which will then be evaluated by an expert member of our staff. For more information about certification, please contact Melvin Hall at 202-739-9630, Melvin.Hall@PerformanceInstitute.org or Dave Yerks at 858-866-9381, Dave.Yerks@PerformanceInstitute.org. www.PerformanceWeb.org/Budgeting 7
  • 8. Budgeting Week for Government About the Trainers Benefits Wayne Simpson, Senior Fellow, The Performance Institute profit Organizations by James Brimson and John Antos. He has also been quoted in periodicals and awarded special recognition of Certification Wayne K. Simpson founder is nationally describing the Indianapolis program and recognized for his expertise in Activity Based Costing – Management. He was the its use of Activity Based Costing such as former Activity Based Costing Coordinator American Productivity & Quality Center’s Advance Your Career for the City of Indianapolis. In this position, 1997 report Activity-Based Management II Education and professional he managed, organized, and facilitated Best Practices for Dramatic Improvement. certification are becoming necessary Activity Based Costing & Management He has conducted over 60 seminars, for promotion and requirements for efforts citywide. This included training of workshops, and presentations to numerous coveted positions. In the Certified city employees on ABC principles and groups including Executive Enterprises, Government Performance Manager application and working with Management Institute for International Research, The program, you will acquire the skills and Union on using the ABC information Conference Board, Performance Institute, and tools to make you the lead to improve operations and prepare for and the Government Finance Officers performance management resource for managed competition. A graduate of Purdue Association on activity-based costing, your organization. University, Mr. Simpson received his Bachelor management, performance budgeting, and of Science degree in Industrial Management alternative service delivery options. and Accounting. He spent 13 years in the Meet New Certification private sector, including 8 years with Dow Mr. Simpson belongs to the Government Requirements Chemical, and had been with the City of Financial Officers Association (GFOA) and To hold a position as a performance Indianapolis for the past 20 years where his has served on its Government Budgeting and manager in government you must last position was CFO of the Department of Fiscal Policy Committee. He also has been demonstrate compliance with new skills Parks and Recreation. involved in the Association of Governmental sets required by OMB and Congress. Accountants (AGA). He is a Certified Mr. Simpson had been involved in the city Government Financial Manager (CGFM). Receiving your certificate is one key of Indianapolis’ Activity-Based Costing and way to demonstrate your skills. Management program since its beginning John Miller, Managing Director, in 1992, which in addition became the Arkonas Corp. foundation for the city’s Performance Budget Customize a Program to Mr. Miller is a recognized expert and also known as the ‘Popular Budget.’ Wayne Fit Your Needs has also trained and consulted for various leading authority in the area of performance Working with Institute training federal, university, city, county, and state management and measurement. Mr. Miller managers, you can select courses organizations on activity based costing, has over 35 years of experience as a that will have direct application and management and budgeting. partnerat Arthur Andersen and in industry impact to your work. where he held the positions of Chief He has written articles and book reviews Financial Officer for a publicly held New for periodicals such as The Government York Stock Exchange manufacturing For more information Accountants Journal and Government company (NYSE:CIX) and about certification, please contact Finance Review. He is regularly sought for a privately owned Melvin Hall at 202-739-9630, out as a reference and acknowledged independent Melvin.Hall@PerformanceInstitute.org in publications such as Coopers and or Dave Yerks at 858-866-9386, Lybrand’s Activity Based Management Dave.Yerks@PerformanceInstitute.org. in Government and Activity Based Management for Service Industries, Government Entities and Non- 8 www.PerformanceWeb.org/Budgeting
  • 9. Budgeting Week for Government exploration and production oil and gas for persons with developmental disabilities company. In addition, he has held positions in Minnesota.He headed developmental of corporate Director for Strategic and disabilities services in Newfoundland and “The instructor Operations Planning for two other large, Labrador, and outcomes measurement in the publicly held Fortune 500 companies (NYSE:SII and NYSE:FMC). Minnesota Department of Human Services. was very For 11 years, Dr. Wray was Executive Lyle D. Wray, Ph.D., Executive Director, Director of the Citizens League, a more than knowledgeable Capital Region Council of Governments 50-year-old civic organization that identifies Lyle D. Wray serves as Executive Director of important state and regional policy issues, and advocates for solutions developed with great the Capitol Region Council of Governments through citizen research. During this period, based in Hartford, CT. He has a BA, MA, he teamed with Paul Epstein and others presentation and PhD from the University of Manitoba, to co-lead the Sloan Foundation funded Winnipeg, Canada. research on citizen engagement and public skills. He performance measurement that formed the Measuring and improving public services has been a key focus of Dr. Wray’s career initial basis for the book Results That Matter, which features the Effective Community adapted to the for over 25 years, with citizen engagement also important to his work for at least the last Governance (ECG) Model. needs of class 15. He served as County Administrator for He was a co-author of Results That Matter Dakota County, MN, for five years, when he led the county to performance management, (Jossey-Bass, 2006). Dr. Wray pioneered the members.” concept of multiple citizen roles in community with monthly graphic performance reports of improvement, which he first published in key results against budget and performance an article for ICMA’s Public Management. — Tim Bennett, targets. He also made public deliberation Results That Matter documents citizens Assistant Town Manager for Operations, part of the budget process, through citizen playing multiple roles in numerous Bluffton, South Carolina focus groups and broader public meetings. communities, and how governments and Before that, he was the county’s Human nonprofits support citizens in those roles, Services Director. As including roles related to government County Administrator and performance management. More recently, Human Services Director he and Epstein developed the “Community he was directly involved Balanced Scorecard,” which combines the a pre-paid Medicaid community improvement power of ECG with demonstration initiative, the strategy alignment power of balanced expert systems development scorecards. Dr. Wray has also been for public health case Director of the Ventura County Civic Alliance, management and supported a regional civic organization in California. restructuring of public health administration and He also has served nationally and finance. Wray previously internationally as a consultant to government worked with developmental and non-profit organizations, and he teaches disabilities services as a graduate courses in public service outcomes court monitor for federal measurement, e-government, and public court institutional reforms service reform. and deinstitutionalization www.PerformanceWeb.org/Budgeting 9
  • 10. Budgeting Week for Government Sponsorship In-House Training One of the more popular vehicles for accessing the Institute’s educational offerings is the Opportunities: delivery of on-site trainings and management facilitations. Bringing a training or facilitation in-house gives you the opportunity to customize a program that addresses your exact challenges and provides a more personal learning experience, while virtually eliminating travel expenses. Whether you require training for your department or for an organization- As a conference and training wide initiative, the advanced learning methods employed by The Performance Institute will provider, The Performance Institute create an intimate training atmosphere that maximizes knowledge transfer to enhance the talent within your organization. is an expert in bringing together leaders to share and discuss best Customization: practices and innovations. We We realize that not all obstacles can be overcome by applying an “off-the-shelf solution”. connect decision-makers with While many training providers will offer you some variation of their standard training, respected solution providers. The Performance Institute’s subject matter experts will work with you and your team to examine your programs and determine your exact areas of need. The identification of real The Institute offers four different life examples will create a learning atmosphere that resonates with participants while at pre-designed sponsorship packages: the same time providing immediate return on your training investment. Using interactive exercises that employ actual projects or scenarios from your organization, instructors can • Event Co-Sponsor address specific challenges and align the curriculum of each session to your objectives. While the majority of on-site trainings are focused on smaller groups, The Performance • Session Sponsor institute also has the ability to accommodate organizational-wide training initiatives. • Luncheon Sponsor Utilizing multiple instructors, The Institute has the capacity to deliver courses to groups of • Exhibit Booth Sponsor up to 300 participants per day. Areas of expertise: For more information on sponsorships On-site delivery of single courses, certification programs and entire packages of or to get started, contact Jessica specialized courses are available in the following areas: Ward at 202-739-9630 or Jessica.Ward@PerformanceInstitute.org • Strategic Planning • Performance Measurement • Project Management • Lean Six Sigma • Workforce Management • Performance-Based Budgeting • Performance-Based Contracting • Performance Reporting • Program Evaluation • Administrative Management • Leadership and Change For more information about in-house training options available to you, please contact Jennifer Mueller at 703-894-0481 x 217 or email her at Mueller@PerformanceWeb.org. 10 www.PerformanceWeb.org/Budgeting
  • 11. Budgeting Week for Government Logistics & Registration REGISTRATION 1. ONLINE at www.PerformanceWeb.org/Budgeting VENUE & HOTEL 2. VIA FAX to 866-234-0680 Budgeting Week for Government will be held at The Performance Institute in Arlington, 3. VIA PHONE to 877-992-9521 VA, just one block east of the Courthouse Metro stop on the Orange Line. A public 4. VIA MAIL to 805 15th Street NW, 3rd Floor parking garage is located just inside of the building for $10/day. Washington, D.C. 20005 The Performance Institute Yes! Register me for Budgeting Week for Government 1515 North Courthouse Rd., Suite 600 Arlington, VA 22201 Register me for the following course(s) only: (choose one or two) 703-894-0481 Course 1: Navigate the Budget Process A limited number of rooms have been reserved at the Arlington Rosslyn Courtyard by Marriott Course 2: Performance-Based Budgeting at the prevailing rate of $233 until October 1. This rate is based on the Government Per Diem Course 3: Activity-Based Cost Management and is subject to change. Please call the hotel directly and reference code “Budgeting Week” Please call me. I am interested in a special Group Discount for my team when making reservations to get the discounted rate. The hotel is conveniently located three blocks from the Rosslyn Metro station. Please ask the hotel about a complimentary shuttle that Delegate Information is also available for your convenience. Arlington Rosslyn Courtyard by Marriott 1533 Clarendon Blvd. Name Title Arlington, VA 22209 Phone: 703-528-2222 / 1-800-321-2211 www.courtyardarlingtonrosslyn.com Office Organization TUITION & GROUP DISCOUNTS The tuition rate for Budgeting Week for Government is as follows: Address Early Bird Rate Regular Rate One Course $1099 $1199 City State Zip Two Courses $1699 $1799 Three Courses $1899 $1999 Telephone Fax *For the Early Bird Rate, register before August 24 , 2009 For more information on group discounts for Budgeting Week for Government, please contact Melvin Hall at 202-739-9630, Melvin.Hall@PerformanceInstitute.org or Dave Yerks at Email 858-866-9381, Dave.Yerks@PerformanceInstitute.org. CPE CREDIT Payment Information Delivery Method: Group-live Program Level: Beginner Training Form/Purchase Order Prerequisites: None Advanced Preparation: None Check (accepted by mail only) CPE Credits: 30 Total (Course One: 12, Course Two: 12, Course Three: 6) Credit Card The Performance Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN 37219-2417. Website: www.nasba.org Credit Card Number Expiration Date Cancellation Policy: Quality Assurance: For live events: The Performance Institute will provide a The Performance Institute strives to provide you with the full refund less $399 administration fee for cancellations most productive and effective educational experience four weeks before the event. If cancellation occurs possible. If after completing the course you feel there is Name on Card 3 Digit Card verification # within two weeks prior to conference start date, no some way we can improve, please write your comments refund will be issued. Registrants who fail to attend on the evaluation form provided upon your arrival. and do not cancel prior to the event will be charged the Should you feel dissatisfied with your learning experi- entire registration fee. ence and wish to request a credit or refund, please submit it in writing no later than 10 business days after For webinars: The Performance Institute will provide a full Billing Zip Code the end of the training to: refund less $50 administrative fee for cancellations four weeks before the event. If cancellation occurs within The Performance Institute: Corporate Headquarters two weeks prior to conference start date, no refund will 805 15th Street NW, 3rd Floor Please make checks payable to: The Performance Institute be issued. Registrants who fail to attend and do not Washington, D.C. 2005 Priority Code: P723-WEB cancel prior to the meeting will be charged the entire Note: As speakers are confirmed six months before the registration fee. event, some speaker changes or topic changes may All the cancellation requests need to be made online. occur in the program. The Performance Institute is not Discounts Your confirmation email contains links to modify or responsible for speaker changes, but will work to ensure cancel registrations. Please note that the cancellation is a comparable speaker is located to participate in the • All ‘Early Bird’ Discounts must require payment at time of registration and before the cut-off date in order to not final until you receive a written confirmation. program. receive any discount. • Any discounts offered whether by The Performance Institute (including team discounts) must also require payment Payment must be secured prior to the conference. If If for any reason The Performance Institute decides to at the time of registration. payment is not received by the conference start date, cancel this conference, The Performance Institute accepts a method of payment must be presented at the time of no responsibility for covering airfare, hotel or other costs • All discount offers cannot be combined with any other offer. registration in order to guarantee your participation at incurred by registrants, including delegates, sponsors • Discounts cannot be applied retroactively the event. and guests. www.PerformanceWeb.org/Budgeting 11
  • 12. About The Performance Institute Called “the leading think tank in performance measurement for government” on OMB’s ExpectMore.gov, The Performance Institute has been a leader in Performance Management training and policy since the 2000 administration transition. As part of the Government Performance Coalition, a group of good government organizations, the Institute worked in 2000 to deliver recommendations to the then new administration on what would become the President’s Management Agenda. In 2009, the Institute is leading Innovations in Government: From Transition to Transformation, or InnoGOV.org, a collection of forums, research and recommendations to bring insight and transformation to the federal government. The goal of InnoGOV.org is to centralize the importance of performance, accountability and transparency in government and to disseminate the leading best practices to government managers. The Performance Institute has published several research reports regarding performance management initiatives and trains over 10,000 government managers per year on performance-based topics. Dedicated to improving citizen services and taxpayer transparency, the Institute uses a best-practices foundation to deliver the most effective and tested methodologies for improving performance. For More Information, Visit Our Website at www.PerformanceWeb.org