Creating a Practitioner-Focused Public Finance Research Agenda

One of the ongoing concerns about research in public budgeting and finance, and public administration in general, is that the research conducted by academics does not meet the needs of practitioners.
A research team led out of NC State University is working to establish a research agenda for the field of public budgeting and finance that incorporates the perspective of all those involved in public budgeting and finance, both academic and practitioner. The team is requesting your participation in the process asking you to briefly report your top research needs.
As a community-oriented project, those who respond to the project to also be included as a co-author on the paper. To learn more about the project or to participate, please visit: https://ncsu.qualtrics.com/jfe/form/SV_0VWL4GGKPYXsfiZ

Schedule for 2020 Virtual Symposium Announced

We are pleased to announce the following schedule of sessions for ABFM’s 2020 Virtual Symposium, which will take place online September 24th-26th. This schedule is subject to updates and changes. Links to each of the sessions will be shared with registered attendees on Tuesday, September 22nd.

Click Here to Register (Required)

Sponsors

Gold Level

Brigham Young University

Silver Level

Pennsylvania State University, School of Public Policy

University of North Carolina at Chapel Hill, School of Government

University of Connecticut

Bronze Level

University of Colorado, Denver

Schedule (All Times US Eastern)

New COVID Fiscal Research Guide Available

The COVID-19 crisis is having a dramatic impact on local governments, and the fiscal implications—including emergency spending, revenue losses, and budget cuts—are already being felt.  The Gerald R. Ford School of Public Policy at the University of Michigan have published a new online resource, not only providing up-to-date information, but also ideas and tools that will help you strategically navigate the new fiscal landscape.

This crisis, combined with the ongoing municipal funding challenges, will require an even greater effort on behalf of local officials and administrators to quickly assess resources, respond to changing policies and legislation, and develop the tools and insights to maintain sustainable operations and budgets. To help local governments think through these emerging fiscal issues, CLOSUP has partnered with public finance experts from universities, consulting firms, and research institutions from around the state to produce the following strategy guides and memos.

Collaborators include ABFM members Stephanie Leiser (University of Michigan), Shu Wang (Michigan State), Tucker Staley (Eastern Michigan), and Doug Carr (Oakland University).

Nominations Accepted for S. Kenneth Howard Award – Due July 31st

This award is presented to honor the lifetime accomplishments of S. Kenneth Howard.   The award is presented annually to a distinguished practitioner in the field of public budgeting and financial management for lifetime achievement.  The award recipient should be an outstanding practitioner as judged by his or her record of service over a sustained period of time.  Nominations should include a 1-2 page letter outlining the significant accomplishments of the nominee, the nominee’s vitae, and no more than two additional letters of recommendation.  A committee will determine the award winner.

Nominations should be sent by July 31 to Beverly Bunch at bbunc1@uis.edu.

Job Opening: Assistant Director, Office of Budget, City of Dallas, TX (Closing 7/6/20)

Click Here for Announcement & Online Application Access

Assistant Director, Office of Budget, City of Dallas, TX

Salary: Depends on Qualifications
Location: Downtown Dallas, TX
Job Type: Full-time
Department: Office of Budget
Job Number: 24850-00
Closing: 7/6/2020 11:59 PM Central

Position Purpose

Oversee the development and monitoring of the operating, capital and debt service budgets for the City.  Oversee annual budget development for all operating funds of the City including the General Fund, Enterprise Funds, and Internal Service Funds, as well as oversee the development of the Capital Improvement Plan and debt management plan.   Works closely with the Director, Chief Financial Officer and City Manager in developing the annual budgets and making recommendations for cost-saving and other efficiency measures.   The City prepares a biennial budget and a five-year plan for all operating funds.   The Assistant Director will recommend financial policies for the City and oversee compliance and reporting of the City’s Financial Management Performance Criteria.  The Assistant Director is responsible for ensuring budget execution in accordance with the budget adopted by the City Council and routine reporting to management and City Council.  The Assistant Director will also oversee other projects as assigned by the Director of the Office of Budget.

Essential Functions

  1. Reviews budget allocation, employee assignments, objectives, and performance of subordinate managers and supervisors.  Recommends changes to Director and makes reassignments of resources.
  2. Coordinates programs and resource allocations with department executives, and executives in other departments.
  3. Monitors progress of service delivery elements through procedures and strategies to accomplish timely and effective utilization of available services.
  4. Evaluates and analyzes monthly management reports to make budgetary recommendations and strategic decisions.
  5. Reviews and approves HR actions including hiring, training, performance evaluations and other HR actions to ensure productivity and quality standards are maintained.
  6. Manages and coordinates special research requests and coordinates responses to the City Manager or City Council to provide accurate and timely results.
  7. Oversees administration of the department including department’s operating budget; recommends changes to Director to resolve budgetary problems.
  8. Identifies areas of quality management to enhance productivity through improved work procedures and practices, improved communication and accountability.
  9. Represents the City at local, state and national organizations and at professional activities to maintain the image of the City and to create public support for departmental programs.
  10. Supervises through subordinate staff the hiring, training, performance evaluations and other HR actions to ensure productivity and quality standards are maintained.
  11. Develops and manages annual budget development process from departmental kick-off through budget adoption by the City Council.
  12. Solicits budget requests from departments, analyzes requests to ensure technical accuracy, and makes recommendations to management.
  13. Responsible for revenue and expense forecast, analysis, and monitoring from budget development through budget execution.
  14. Responsible for routine reporting to City management and City Council to ensure transparency of the City’s budget.
  15. Develops, recommends, and monitors compliance of financial policies of the City including the Financial Management and Performance Criteria.
  16. Oversees the long-range financial plan of the City including the biennial budget, operating budget five-year forecast, Capital Improvement Plan, and 20+ year debt service plan.
  17. Provides assistance as needed on software implementation projects within the Office of Budget including systems for the development and monitoring of the operating and capital budgets.
  18. Assesses and evaluates the financial internal control framework for the City of Dallas to ensure that adequate controls are in place and operating in an effective and efficient manner.
  19. Works on special projects at the direction of the Director of the Office of Budget.
  20. Maintains regular, reliable, and punctual attendance.

Minimum Qualifications

Progressive leadership skills used to energize multi-disciplined work teams to respond to business needs; strong analytical, interpersonal skills, problem-solving and conceptual skills, project management skills, with experience in organizing, planning, budgeting and executing large-scale projects from the envisioning stage through implementation, involving internal and external personnel, contractors and vendors. Outstanding oral and written communication skills. Strongly self-motivated.

These minimum qualifications are intended to be generic in nature. It is not intended to determine specific duties and responsibilities of any particular position.

  • Bachelor’s Degree from an accredited college or university with major coursework in Public Administration, Business Administration, Accounting, Finance, Economics, Government, or similar field
  • Eight (8) years of increasingly responsible professional experience in budget development/monitoring, accounting, auditing, or public administration including five (5) years
    of administrative or supervisory responsibility
  • Effective Leadership skills
  • Effective oral and written communication skills
  • Intermediate knowledge of the Microsoft products:  Word, Excel, PowerPoint
  • Or Equivalent combination of education and experience

Knowledge, Skills & Abilities

  • Thorough knowledge of business principles, practices and techniques used in department management.
  • Knowledge of principles of personnel management and ability to plan, direct, and coordinate the work of others through subordinates.
  • Skill in oral and written communication.
  • Ability to work with a diversified group of individuals.
  • Ability to establish and maintain an effective rapport with all levels of city management, city officials, vendors, contractors, promoters, media, community business organizations, various associations and the general public.
  • May require knowledge of marketing and contracting regulations for municipal governments, and the ability to negotiate contracts.
  • Knowledge of local government budgeting and best practices.
  • Knowledge of operations of local government.
  • Operate with a high level of discretion, ethics, and integrity as well as possess excellent judgment
  • Strong analytical skills, attentive to details, operate with a sense of urgency.
  • Demonstrated effective organizational and leadership skills.
  • Provide technical and professional assistance to the Director in planning, managing and implementing all aspects of the Office of the Budget.

The above statements are intended to describe the general nature and level of work performed by personnel assigned to this classification and is not necessarily an exhaustive list of all responsibilities, duties and skills required