December 2008, Government Finance Review, Leading the Way to Fiscal Health: Leadership from the Finance Office

Saturday, September 19, 2009

December 2008, Government Finance Review, Leading the Way to Fiscal Health: Leadership from the Finance Office

Jon Johnson and Chris Fabian outline the path to Achieving Fiscal Health, emphasizing the imperative role of the Finance Officer as diagnostician of the organization's relative state of health (or "dis-ease")

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Announcing the CENTER for PRIORITY BASED BUDGETING

Find our website at http://www.pbbcenter.org/

And on Facebook at http://www.facebook.com/prioritybasedbudgeting

Jon Johnson and Chris Fabian are pleased to share with you that the Center for Priority Based Budgeting officially opened its office on September 1, 2010, with its main objective being to “lead communities to Fiscal Health and Wellness.”

As most of you know, it was our desire from the very beginning of our partnership to create a not-for-profit environment that could support and sustain our work in not only providing advisory services to local governments across the country but also to find ways to continue our research efforts to better understand the fiscal conditions that are impacting local governments from coast to coast. Utilizing a business development technique found in the private sector, the Center was being “incubated” by another successful not-for-profit organization that also serves local governments. Graduating from the incubator in 2013, CPBB is now working with over 60 organizations who have implemented or are currently implementing the processes and tools of Fiscal Health and Priority Based Budgeting.

As before, we are striving to bring the principles of Fiscal Health and Wellness to all communities by teaching, coaching and guiding them in the development and implementation of our unique, creative and proven tools and techniques. We continue to improve upon our “Fiscal Health Diagnostic Tool”, which provides a quick assessment of any organization’s fiscal health status. We also continue to develop our “Resource Allocation Tool” which provides not only a mechanism to set target budgets based on our Priority Based Budgeting approach, but also serves as a way to depict how well any organization is aligning its resources with the programs and services that the community values. Our work has expanded to now include some interesting and successful citizen engagement opportunities with the communities we are partnering with in this work.

We have included our contact information below and hope that we can continue to reach out to those of you we have worked with in the past to further our research efforts as we continually strive to enhance the Priority Based Budgeting process as well as with the concepts of Fiscal Health and Wellness. We also hope to continue the conversation with those of you who have been following our work and share with you the stories of accomplishment and success from the organizations that have implemented Priority Based Budgeting. Please drop us a line anytime – we’re always glad to hear from you. In the meantime, please update your contact information and when you have the chance, check out our blog site to find out what we’ve been doing since our last conversation with you.

Thanks,

Chris (cfabian@pbbcenter.org) and

Jon (jjohnson@pbbcenter.org)

About Us

SPEECHES, WORKSHOPS, PRESENTATIONS

- September, 2007: Colorado 10-County Budget Consortium Annual Conference, Breckenridge, CO - "Rx for Fiscal Health - Alignment with Priorities"
- June, 2008: GFOA (Government Finance Officers Association) Annual Conference, Ft. Lauderdale, FL - "Planning for Financial Sustainability"
- July, 2008: National Association of Counties Annual Conference, Kansas City, MO -"Achieving Sustainable Fiscal Health & Wellness"
- August, 2008: ICMA Audio Conference, Golden, CO - "Achieving Fiscal Health: Strategies for Dealing with Fiscal Distress in Today's Economic Downturn"
- August, 2008: Alliance for Innovations Workshop, San Mateo County, CA - "Budgeting for Priorities - Achieving Fiscal Health & Wellness"
- September, 2008: GFOA Training Workshop, Sacramento, CA - "Fiscal First Aid: Achieving Financial Sustainability"
- September, 2008: Kansas GFOA Fall Conference, Overland Park, KS - "Planning for a Sustainable Financial Future"
- September, 2008: Colorado 10-County Budget Consortium Annual Conference, Beaver Creek, CO - "Budgeting for Priorities - Achieving Fiscal Health & Wellness" - October, 2008: GFOA Training Workshop, Providence RI - "Best Practices in Budgeting"
- October, 2008: Alliance for Innovations Workshop, Charlottesville, VA - "Achieving Fiscal Health & Wellness - Budgeting for Priorities"
- December, 2008: ICMA Audio Conference, Golden, CO -"Fiscal Distress: How to Diagnose the Cause and Identify the Right Solutions"
- January, 2009: GFOA Training Workshop, Newport Beach, CA - "Advanced Tools for Finance Officers: Long Term Financial Planning"
- April, 2009: ICMA Workshop, Belton, TX - "Rightsizing to Realities: Achieving Fiscal Health & Wellness (Prioritization)"
- April, 2009: GFOA Training Workshop, Columbus, OH - "Best Practices in Budgeting"
- May, 2009: ICMA Workshop, Monterey, CA - "Rightsizing to Realities: Achieving Fiscal Health & Wellness (Prioritization)"
- May, 2009: ICMA Audio Conference, Washington, DC - "The Promise of Fiscal Health & Wellness (Prioritization)"
- June, 2009: North Carolina Association of CPA's Local Government Conference, Greensboro, NC - "The Promise of Fiscal Health & Wellness (Prioritization)"
- June, 2009: North Carolina Assoc of CPA's Local Government Conference, New Bern, NC - "The Promise of Fiscal Health & Wellness (Prioritization)"
- June, 2009: GFOA Pre-Conference Workshop, Seattle, WA - "Fiscal First Aid: Budgeting Tactics for Bad Economic Times"
- June, 2009: GFOA Annual Conference, Seattle, WA - "The What's, Why's and How's Of Your Government's Fiscal Condition"
- July, 2009: IL-ICMA/IL GFOA Workshop, Naperville, IL - "Rightsizing to Realities: Achieving Fiscal Health & Wellness (Prioritization)"
- July, 2009: GFOA Training Workshop, Denver, CO -"Fiscal First Aid: Achieving Financial Sustainability"
- September, 2009: ICMA Annual Conference, Montreal, Quebec - "Managing Your Budget in Turbulent Times: An In-Dept Review of Fiscal Health & Wellness (Prioritization)"
- February, 2010: ICMA Audio Conference – “Achieving Fiscal Health & Wellness in the NEW NORMAL”
- February, 2010: Virginia Local Government Association (VLGMA) / University of Virginia / Alliance for Innovation, VLGMA Conference, Charlottesville, VA – “The Principles of Fiscal Health & Wellness (Prioritization)”
- April, 2010: Alliance for Innovation Audio Conference – “The Nuts and Bolts of Implementing Fiscal Health & Wellness”
- April, 2010: Presentation to Boulder Tomorrow – “Achieving R.O.I. in Government: How the City of Boulder is Using Priority Based Budgeting to Demonstrate Return on Taxpayer Dollars”
- May, 2010: ICMA Webinar – “Budgeting in the New Normal: Managing Your Budget in Turbulent Times”
- June, 2010: North Carolina Association of CPA's Local Government Conference, Greensboro, NC - "The Promise of Fiscal Health & Wellness (Prioritization)"
- June, 2010: North Carolina Assoc of CPA's Local Government Conference, New Bern, NC - "The Promise of Fiscal Health & Wellness (Prioritization)"
- August, 2010: Virginia Beach, Virginia Workshop – “Implementing Fiscal Health & Wellness”
- October, 2010: GFOA Audio Conference – “GFOA Best Budgeting Practices – Implementing Fiscal Health & Wellness to Achieve Financial Resiliency”
- November, 2010: ICMA Annual Conference, San Jose, CA – “Surviving and Thriving in the New Normal: How Organizations Implementing Fiscal Health & Wellness (Prioritization) Are Surviving These Times”
- January, 2011: GFOA Training Workshop, San Diego, CA – “GFOA Best Budgeting Practices – Implementing Fiscal Health & Wellness to Achieve Long-Term Financial Health and Resiliency”
- January, 2011: GFOA Training Workshop, San Diego, CA – “Tools of Financial Resiliency: Working with Elected Officials; Analyzing Fiscal Health; Engaging Citizens in the Budgeting Process; Implementing Internal Service Funds”

(UPCOMING) March, 2011: ICMA Webinar – “Getting Ready for the Budgeting Process: How to Use Priority Based Budgeting”
(UPCOMING) April, 2011: IL-ICMA/WI-ICMA/Alliance for Innovations Workshop, - “Achieving Fiscal Health & Wellness (Prioritization)"
(UPCOMING) April, 2011: ICMA Webinar – “Getting Ready for the Budgeting Process: Using the Fiscal Health Model to Diagnose and Treat the Causes of Fiscal Distress”
(UPCOMIONG) December, 2011: Colorado Government Finance Officer’s Association (CGFOA) Winter Conference – “Achieving Fiscal Health & Wellness (Prioritization)”

Saturday, September 19, 2009