Speaker Handouts – Bastrop

Property Tax Process Post-S.B. 2 Explanatory Q&A
2024 Tax and Budget Deadlines (Tax Rate Exceeds Voter-Approval Rate)
2024 Tax and Budget Deadlines (Tax Rate Does Not Exceed Voter-Approval Rate)
TML Revenue Manual

CEU Form
Certificate of Attendance

9:00-9:10 a.m.
Welcome

9:10-10:10 a.m.
Basic Legal Requirements for Budget and Tax Rate Setting
A discussion of the requirements of Chapters 102 of the Local Government Code and Chapter 26 of the tax code.
Bill Longley, General Counsel, Texas Municipal League

10:10-10:25
Break

10:25-11:15 a.m.
Components of a Budget and Budget Implementation
A basic overview of what a city budget actually looks like, including a discussion of the different approaches a city can take to the budgeting process.
Martie Simpson, CPA, Executive Director, Government Finance Officers Association of Texas

11:15-11:45 a.m,
A Finance Officer’s Look at the Tax Rate Setting Process
A look at the important calculations and the key payhers in the tax rate process.
Martie Simpson, CPA, Executive Director, Government Finance Officers Association of Texas

11:45 a.m.
Networking Lunch

12:30-1:15 p.m.
Forecasting Municipal Revenue

A discussion of the different types of city revenue, and key indicators to predict how much will be available to the city.
Michael Rodgers, CPA, Director of Finance, City of Belton

1:15-1:45 p.m.
Expenditures and Financial Reporting
A discussion of the preparation of expenditure budgets and reporting the results of operations.
Michael Rodgers, CPA, Director of Finance, City of Belton

1:45-2:15 p.m.
Must-Have Resources for Budget Planning (No Handout)
A virtual tour of the valuable resources you can access to support your city’s budget and tax rate setting.
Michael Rodgers, CPA, Director of Finance, City of Belton; Martie Simpson, CPA, Executive Director, Government Finance Officers Association of Texas; and, Bill Longley, General Counsel, Texas Municipal League

2:15-3:45 p.m.
Questions You Were Afraid to Ask about Budgeting and Tax Rate Setting
Audience question-and-answer session with real-life city examples and issues that come up during the budget and tax rate setting process.
Michael Rodgers, CPA, Director of Finance, City of Belton; Martie Simpson, CPA, Executive Director, Government Finance Officers Association of Texas; and, Bill Longley, General Counsel, Texas Municipal League

2:45 p.m.
Workshop Ends