HomeMy WebLinkAboutB. Wood and K. Bahr - 2022 Budget Workshop - 11.3.2022FINANCE DEPT. STAFF ONLY
LINE ITEM USED 010-03-84001346
TRAVEL REQUEST
CITY OF WATERLOO
FY 23 BUDGETED $4,500.00
EXPENDED YTD $882.62
THIS REQUEST $100.00
LEFT AFTER THIS
REQUEST $3,517.38
DATE 10/14/2022
Ori.inal- Clerk/Finance Copy - Department
NAME(S) AND POSITION(S):
Bridgett Wood, Finance Manager
Kim Bahr, Financial Analyst
DATE:
09/19/2022
NAME OF CLASS / MEETING:
2022 Budget Workshops
DEPARTURE DATE:
11/03/2022
DESTINATION: North Liberty, IA
DEPARTURE POINT
IF NOT WATERLOO:
DATE(S) OF MEETING:
11/03/2022
RETURN DATE:
11/03/2022
PURPOSE OF TRAVEL/TRAINING:
To provide a review of the important factors that affect city budgets while helping
attendees understand the state requirements for completing and filing the budget.
WILL TRAVEL REQUIRE ADDITIONAL PERSONNEL:
X COST $
YES NO
METHOD OF TRAVEL:
X CITY VEHICLE
AIRFARE DEPARTING FROM:
PRIVATE VEHICLE
ESTIMATE OF COST:
LODGING TAXI
MEALS PARKING
$100.00 REGISTRATION AIRFARE
MILEAGE/FUEL MISC/TOLLS
TOTAL FOR ALL: $ $100.00
BUDGET LINE ITEM: 010-03-8400 1346
X GRANT REIMBURSABLE
YES NO
X REQUIRED CERTIFICATION
YES NO
TOTAL: $ 50.00
PER PERSON
I BELIEVE THIS TRIP SERVES A PUBLIC PURPOSE
AND IS NECESSARY AND BENEFICIAL TO THE
CITY OF WATERLOO
Bridgett Wood
I APPROVE THIS TRAVEL REQUEST
DEPARTMENT HEAD MAYOR
09/19/2022
/zz
DATE DATE
K:\Shared Goodies\Forms\Travel Request Form January 2010
Register online at www.iowaleague.org
It's budgetseason, we're here to help!
Join us for the 2022 Budget Workshops as we help cities develop their
Fiscal Year 2024 budgets. The annual workshops provide a review of
the important factors that affect city budgets while helping attendees
understand the state requirements for completing and filing the budget.
The Budget Workshops are designed for city administrators, city clerks and
finance officers, but are open to all city officials.
WORKSHOPS
Workshop Topics
Budget Projections and issues
teague-sta riH-f cifit ati+ cussion-on-financial trends and_
projectionsimportant to your city budget.
Iowa Department of Management Update
An update on changes to the state budget form will be
provided along with guidance on recent legislative changes
to the budget approval process. Always an important session
for attendees, there are a variety of new items to cover given
ali that is occurring with federal funding, changes to the
state's property tax system, and more.
Following lunch, attendees may choose between two
concurrent sessions:
Budget Form Basics
Ted Nellesen from the Iowa Department of Management
will provide step-by-step instructions on preparing your
city's budget and using the state budget form with plenty of
opportunity for questions. This session will be presented as a
hands-on walkthrough of the budget forms and submission
process. Relevant example budget documents will be
oravided, and attendees are_ encouraged to bringtheir own
laptops and city budget materials.
It's in the Budget
This year's advanced session will take a deep dive into city
expenditures and property assessments to review recent
trends and impacts to city finances. We will also review recent
legislation that has affected city budgets and what may be
coming next. The session will then wrap up with guidance on
telling your city's budget story, including ways to explain how
city revenues are used to fund services.
Agenda
• 9:30 a.m. - Registration begins
• 10:00 a.m. - Budget projections and issues
------11a.m_- Iowa DepartmentoLManagementUpdate _
• 12 p.m. - Lunch
• 12:45 p.m. - Budget Form Basics or
It's in the Budget
(Concurrent sessions)
Workshop Locations
November 10 I Humboldt
River Valley Orchards
1645 220th St, Humboldt
November 1 I Harlan
Therkildsen Center
706 Victoria St, Harlan
November 22 I Virtual
November 15 I Charles City
Sleep Inn Hotel
1416 S Grand Ave, Charles City
November 17
West Des Moines
RecPlex
6500 Grand Ave,
West Des Moines
November 3 I North Liberty
North Liberty Community
Center
520 W Cherry St, North Liberty
Register online at www.iowaleague.org
Attendees are encouraged to register online at www.iowaleague.org. Payments can be made by check or credit card.
If paying by check, please use the registration confirmation as documentation for payment as invoices will not be sent.
Please include a copy of your registration with the payment. Late fee pol cy and weather cancellation is available online.
Registration costs $50 for members and $75 for non-members. Lunch will be provided.