3 Year Operating Forecast

By Tim Duhamel

A 3 part webinar series to build a tool to meet your municipality’s operating plan forecasting needs! Develop the forecast process and customize the template.

Register Today!

In Alberta (GFOA)

Outside Alberta

Course Content

Day 1

Basics of Forecasting
Forecasting Analytics
Developing the forecast process
Gathering the critical inputs

Day 2

Review of the forecast inputs
Tool basics (basic build)
Tool component review (tax revenue, reserve transfers, expenses, debt servicing, etc.)

Day 3

Tool Template review
Customizing the template to your municipality
Inputting data

Course Content
1. Basics of Forecasting
2. Forecasting Analytics
3. Developing the forecast process
4. Gathering the critical inputs
1. Review of the forecast inputs
2. Tool basics (basic build)
3. Tool component review (tax revenue, reserve transfers, expenses, debt servicing, etc.)
1. Tool Template review
2. Customizing the template to your municipality
3. Inputting data

Course Info

Price:$350.00

PD Credits: 4.5

Category: Planning

Day 1

Updated: May 21, 2019

Duration: 1:27:21

Day 2

Updated: May 23, 2019

Duration: 1:35:53

Day 3

Updated: May 24, 2019

Duration: 52:56

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

Day 1

MEMBERS ONLY

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Day 2

MEMBERS ONLY

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Day 3

MEMBERS ONLY

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Course Description

Under the new MGA all municipalities must complete a three-year financial plan. To meet compliance, all municipalities must have the capability to develop a three-year operating budget forecast.

Learning Outcomes

Integrate an easy-to-use tool for operating budget building and forecasting
Learn how to identify risks, opportunities and challenges in your municipality’s operations
Forecast tax growth and future tax increase requirements

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Who Should Attend?

Register Today!

In Alberta (GFOA)

Outside Alberta

BLOOM can customize courses for your needs.

Some topics include:

Financial Planning & Management
- Municipal risk and opportunity reviews
- Financial condition assessments
- Budget process reviews and development
- Priority based budgeting
- Program and service costing
- Operating budget forecasting and financial solution development
- Asset management
- Capital budget development and prioritization
- Capital plan development and prioritization
- Capital plan funding strategies (debt, grants, reserves, operating budget)
- Long term financial plan development
- Municipal price inflation (MPI) development
- User fee and permit reviews
- Development levy plans
- Grant research and application support

Strategic Business Planning
- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies

Education & Mentorship
- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship

Project & Change Management
- Project plans
- Change management plans and facilitation
- Services reviews

Advocacy
- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations

Communications
- Communication plans and strategies
- Facility sponsorship packages
- Narrative process development (budgets, strategic plans, business plans)
- Business plan writing
- Budget communication support
- Media releases
- Media strategy
- Newsletter development
- Public survey development
- Business case development

Environment
- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support

Questions? Get in touch…

3 Year Operating Forecast

A 3 part webinar series to build a tool to meet your municipality’s operating plan forecasting needs! Develop the forecast process and customize the template.

Register Today!

Course Content

Course Info

Price:$350.00

PD Credits: 4.5

Category: Planning

Day 1

Updated: May 21, 2019

Duration: 1:27:21

Day 2

Updated: May 23, 2019

Duration: 1:35:53

Day 3

Updated: May 24, 2019

Duration: 52:56

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

About the Author

Tim Duhamel is the founder and President of Bloom Centre of Municipal Education.

He is a municipal veteran whose career has spanned over 21 years.

His passion is creating educational material and conducting lectures for municipal professionals. He has lectured as far away as Kiev, Ukraine for the Federation of Canadian Municipalities.

Day 1

Day 2

Day 3

Course Description

Under the new MGA all municipalities must complete a three-year financial plan. To meet compliance, all municipalities must have the capability to develop a three-year operating budget forecast.

This three-part webinar series provides the necessary training to:

Develop a process to gather the necessary information required to complete a quality three-year forecast!

Customize a three-year forecasting spreadsheet/tool (included) that meets the needs for MGA compliance and your municipality’s long-term planning!

Learning Outcomes

Integrate an easy-to-use tool for operating budget building and forecasting

Learn how to identify risks, opportunities and challenges in your municipality’s operations

Forecast tax growth and future tax increase requirements

Forecast the municipal revenue envelope to comprehensively understand your municipalities’ resource needs to maintain services

Automatically calculate municipal price inflation (MPI) impacts to understand inflation risks and justify tax increase requirements

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…