Education

Budget

Product Direction: CGI Advantage Performance Budgeting

(Budget)
114
Monday 9:45 am – 10:45 am
Type/Level: Update
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

As the budgetary landscape continues to change with new trends, requirements and regulatory demands, CGI Advantage Performance Budgeting (PB) continues to evolve to stay ahead of the curve. In this session, presenters will highlight the functionality in release 3.10, review the product roadmap, and give you a sneak peek into release 3.11. You'll have an opportunity to cast your vote on where the product should go moving forward and hear about recent upgrades and go-lives. Attend this session to find out what's new in the client community.

Learning Objectives

After completing this session the attendee should be able define strategic direction and key upcoming enhancements for PB.

 

A Detailed Look into the New Release 3.10 Integration Features in Performance Budgeting

(Budget)
124
Monday 11:00 am – 12:00 pm
Type/Level: Advanced
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

The ability to make effective budget decisions is dependent on having accurate information ready and available. Join us to discuss the new integration options available between CGI Advantage Performance Budgeting (PB), CGI Advantage Financial Management (FM) and CGI Advantage Human Resource Management (HRM). We'll provide a detailed look at the new features and tools available within PB to simplify the transfer of data and discuss best practices for when to bring data into PB.

Learning Objectives

After completing this session the attendee should be able to:

  • Apply concepts of bidirectional budget data information transfers between FM and PB
  • Apply concepts of budget data information transfers from HRM to PB
  • Apply best practices for when to transfer data into/from PB

 

Using Performance Budgeting Beyond Budget Approval Part 1: Forecasting

(Budget)
134
Monday 1:30 pm – 2:30 pm
Type/Level: Advanced
CPE Subject Area: Specialized Knowledge and Applications
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

Effective budgeting and forecasting are vital components of successful budgeting. A budget should provide an accurate forecast of anticipated revenues and a roadmap for anticipated spending. Join this session to learn how CGI Advantage Performance Budgeting (PB) can help in these endeavors. We will show examples of how clients have setup up data within PB to perform such actions as cash forecasting, end of year revenue forecasting, and use models and historical data to forecast future spending. We'll also touch on the integration with CGI Advantage Financial Management needed to perform effective forecasting.

Learning Objectives

After completing this session the attendee should be able to:

  • Define different forecasting options available to aid in effective budgeting
  • Describe system configuration options to support forecasting for both revenues and expenditures
  • Describe best practices for when to complete forecasting during the budget cycle
  • Define the integration points needed as inputs for forecasting

 

Using CGI Advantage Performance Budgeting Beyond Budget Approval Part 2: Budget Management - Revisions and Positions

(Budget)
144
Monday 2:45 pm – 3:45 pm
Type/Level: Advanced
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

In this session we will explore using CGI Advantage Performance Budgeting (PB) for budget changes, both for budget revisions and for position changes. We will discuss the option of originating budget transfers from within PB. We will share client examples of how to handle both internal transfers as well as budget changes using budget forms, including the workflow options available.

Learning Objectives

After completing this session the attendee should be able to:

  • Understand the different options available for budget changes within the CGI Advantage ERP
  • Describe system configuration options to support internal budget transfers
  • Describe system configuration options to support internal budget changes
  • Define the integration points needed for budget changes

 

Building the Business Case to Upgrade from BRASS to CGI Advantage Performance Budgeting

(Budget)
156
Monday 4:15 pm – 5:30 pm
Type/Level: Overview
CPE Subject Area: Not CPE eligible

Thinking about upgrading from BRASS to CGI Advantage Performance Budgeting (PB)? Join us for this discussion to hear how to build the business case to move your upgrade forward. You will have the opportunity to ask questions about PB functionality and the upgrade process.

Learning Objectives

After completing this session the attendee should be able to describe the benefits of upgrading from BRASS to PB in support of building a business case.

 

The Biennial Budget: Is it Right for You?

(Budget)
214
Tuesday 9:45 am – 10:45 am
Type/Level: Advanced
CPE Subject Area: Specialized Knowledge and Applications
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

As budgets continue to grow larger and more complicated, many governments are moving toward a biennial budget preparation cycle. In this session, we will examine the biennial budget process and discuss the advantages and disadvantages. We will highlight client examples from sites that are doing a biennial budget and those that have a two year outlook prepared annually, and show how the forms are set up in CGI Advantage Performance Budgeting to accomplish each. They will share tips and recommendations for those sites thinking of moving to this approach.

Learning Objectives

After completing this session the attendee should be able to:

  • Define the different options for biennial budgets
  • Understand the configurations needed to support the biennial budget process
  • Apply best practices for biennial budgets

 

Leveraging Salary and Benefit Projections in Performance Budgeting

(Budget)
224
Tuesday 11:00 am – 12:00 pm
Type/Level: Advanced
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

Employee salaries and benefits make up the majority of public sector operating budgets making it essential to regularly monitor expenses and the resulting effect on the budget. In this session, we will discuss how salary and benefits projections within CGI Advantage Performance Budgeting can be used to ensure that costs and adjustments are effectively tracked. We'll walk through several examples of how changes can be setup and managed within the salary projection functionality.

Learning Objectives

After completing this session the attendee should be able to:

  • Identify the options for salary and benefit changes
  • Understand the configurations needed to support the salary projection functionality

 

Performance Budgeting Report from the Field: Release 3.10

(Budget)
234
Tuesday 1:30 pm – 2:30 pm
Type/Level: Updated
CPE Subject Area: Not CPE Eligible

Join us for a panel discussion on the latest CGI Advantage Performance Budgeting (PB) release - release 3.10! Hear from current PB and BRASS clients who are in the process of upgrading to the latest release. The panel will share insights on the new features, as well as lessons learned.

Learning Objectives

After completing this session the attendee should be able to:

  • Demonstrate an understanding of the most popular features of PB release 3.10
  • List upgrade challenges and lessons learned

 

Transparency: How to Get Information Out

(Budget)
244
Tuesday 2:45 pm – 3:45 pm
Type/Level: Advanced
CPE Subject Area: Specialized Knowledge and Applications
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

With the growing trend towards increasing government transparency, the question of how to get information out to constituents becomes even more important. Join us for this session where we will discuss what information sites are currently presenting and how effective the process has been. Hear from Wake County, NC about their award winning "Wake WATCH" site and learn the process and steps they took to get information out. We'll also investigate the challenges and technological limitations that have been encountered and discuss various options to overcome these obstacles. Presenters will also discuss some recommendations of how information can be entered in CGI Advantage Performance Budgeting (PB) to help to facilitate this process.

Learning Objectives

After completing this session the attendee should be able to:

  • Define the different types of data that are being shared with constituents and the format of the data
  • Understand best practices for collecting data within PB to easily consolidate and present the information externally

 

A Look at Outcome Based Budgeting

(Budget)
254
Tuesday 4:00 pm – 5:00 pm
Type/Level: Advanced
CPE Subject Area: Finance
Duration in hours: 1.0 hour
Onsite credits: 1.0 credit

With the increasing pressure to align spending with priorities, many governments are redesigning the way they build their budgets, and make investment decisions. The new design is an outcome-based budget that helps to aid decision makers in prioritizing dollars that align with the requested services. Join us for a discussion on outcome based budgeting, a look at the functionality within CGI Advantage Performance Budgeting that can assist in taking this alternate view on budgeting, and hear from clients who are moving towards this methodology.

Learning Objectives

After completing this session the attendee should be able to:

  • Understand the basic concepts and principles of outcome based budgeting
  • Describe system configuration options to support budgeting based on outcomes
  • Apply best practices for outcome based budgeting