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
Attendee List
CEU Form
Certificate of Attendance
8:00 a.m. Registration
8:30-10:00 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.
Sarah Tompkins, and Tad Cleaves, Legal Counsels, Texas Municipal League
10:00-11:00 a.m.
Budgeting from a Finance Officer’s Perspective
Explore the foundation of city budgets from the eyes of a finance officer. From fund basics to tips for creating revenue and expenditure budgets, this session will provide an overview of the budgeting process and provide practical examples for you to implement.
Mike Rodgers, Director of Finance, City of Belton
11:00 a.m.-Noon
What to Expect from your Appraisal District
This session will cover city and appraisal district communications including preliminary appraisal meetings through the certification of the roll. We will review the budgeting process for the appraisal district and what cities should know about their operations, as well as a review of the appraisal process for residential properties across the state.
Alvin Lankford, Chief Appraiser, Williamson Central Appraisal District
Noon-1:00 p.m.
Lunch
Lunch will include a brief presentation on TML’s new City Financial Services department.
Martie Simpson, Assistant Director, City Financial Services, Texas Municipal League
1:00-1:45 p.m.
Overview of City Debt and How It Factors into Tax Rate and Budget
Brief introduction to debt and its use as a budgeting and tax rate management tool. Explore a tax rate impact analysis and common underlying assumptions along with dos and don’ts of issuance timing and planning.
Marti Shew, Managing Director/Investment Banker, Hilltop Securities, Inc.
1:45-2:45 p.m.
Hot Topics, Loose Ends, and Q&A
Mike Rodgers, Director of Finance, City of Belton; Bill Longley, General Counsel, and Sarah Tompkins, Legal Counsel, Texas Municipal League
2:45 p.m.
Workshop Ends