RESCHEDULED - Municipal & Capital Budgeting - Lexington

Date: 2/8/2024 8:30 AM - 2/8/2024 12:30 PM

Location: Public Services Building
201 Bedford Street
2nd Floor
Lexington, Massachusetts





New Date: Feb. 8, 2024. Rescheduled from Jan. 30, 2024

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.

*If weather becomes a factor, this class will be moved to a virtual format. A zoom link will be emailed to you at the time of decision.

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.

Also, if you have any dietary restrictions, please inform Stephanie Cottrell at least 10 days prior to the event.

First Name Affiliation
Isabelle Town of Lexington
Omar Town of Lexington
Leyna Woodard & Curran (ME)
Derek Town of Franklin
Sonia City of New Bedford
Sky Town of Milton
Tony Town of Franklin DPW
Luis Town of Longmeadow DPW
James City of Marlborough
Michelle Town of Royalston DPW
Steven Town of Wakefield Water Department
Sandra Town of Weston
Jeff Town of Natick
John Town of Lexington DPW
Ryan Town of Norwood
Tom Town of Milton Consolidated Facilities
Christina Town of Norwood
Brian Town of Norwood
Chike City of Brockton
Sheila Town of Lexington
James Town of Whitman DPW
Patrick Merrimack Valley Planning Commission (MVPC)
John Town of Eastham
Ardian Town of Needham DPW
Griffin Town of Brewster DPW
Amy Town of Andover
Kim Town of Eastham DPW
Jay Town of Franklin DPW
Roseanne Town of Franklin
Jaret Town of Royalston DPW
  • Dan Nason
    DPW Director at Town of Sudbury DPW
    Dan Nason: 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.