Municipal Budgeting and Finance - Plymouth

Date: 1/18/2023 8:30 AM - 1/18/2023 12:30 PM

Location: Hampton Inn & Suites
10 Plaza Way

Plymouth, Massachusetts




Course Description:
This class will illustrate to the public works employee the basic timeline of the budgeting process, understand the basis of limits on a general fund budget and gain a thorough understanding of developing a defendable operating budget. Included will be discussion about Capital Budgets and planning for the public works employee. The processes and approvals of the budget can vary between organizations depending on the administrative composition.  However, the principles behind the development of operating budgets remain the same.  Massachusetts finance laws create the basis for how limits are set on budgets.  During this course we will explore these budget limitations and how they can dictate the annual finances. 

Target Audience:
Anyone who currently supervises, manages or directs public works professionals as well as individuals who want to become supervisors, managers or directors.

Accommodations for Disabilities: UMTC endeavors to provide an inclusive learning environment for all. If you require special services or arrangements to fully participate in this workshop, please contact Stephanie Cottrell at or 413-800-2655 at least 14 days prior to the event. Such services are provided free of charge.


First Name Affiliation
Steven Town of Falmouth Bicycle and Pedestrian Committee
Greg Town of Falmouth (MA) DPW
Kathleen Town of Halifax Highway Department
Peter Town of Plymouth DPW
James Town of Falmouth (MA) DPW
James Town of Marshfield DPW
Kathleen Cape Cod Regional Transit Authority (CCRTA)
Ashley Town of Cohasset DPW
Peter Town of Falmouth (MA) DPW
James Town of Falmouth
Jeremiah Town of Falmouth (MA) DPW
Sheila Town of Duxbury
Debra Cape Cod Regional Transit Authority (CCRTA)
Stephanie Cape Cod Regional Transit Authority (CCRTA)
Paul Town of Sandwich
Robert Town of Sandwich
  • Dan Nason
    DPW Director at Town of Sudbury DPW

    Dan has over 24 years of experience as a Civil Engineer in both the private and public sectors. He has spent the last 16 years as a Public Works Director with various communities in Massachusetts. Prior to his public service Dan worked as a civil/site engineer for various small firms in central Massachusetts and was the National Engineering Manager for a technology transfer company focused on manufactured stormwater quality and treatment devices. He is currently the Public Works Director in Sudbury, MA.