Annual Report
By Tim Duhamel, Stephanie Porter
Learn how an annual report provides a comprehensive report on a municipality’s activities in the preceding year, and the information it provides about its financial performance.
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Course Content
- Annual report value and how to incorporate it into your annual process
- Annual report requirements and how to organize the information for maximum value
- Annual report example review
- Performance management and reaching strategic goals
- Annual report best practices
- Transparency for elected officials and the public
- Annual report: four questions an annual report should answer
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- Annual report value and how to incorporate it into your annual process
- Annual report requirements and how to organize the information for maximum value
- Annual report example review
- Performance management and reaching strategic goals
- Annual report best practices
- Transparency for elected officials and the public
- Annual report: four questions an annual report should answer
Course Info
Price:$75.00
PD Credits: 1.5
Category: Reporting
Updated: May 13, 2020
Duration: 1:31:28
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
Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and
external auditor with Metrix Group LLP.
She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.
She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.
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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.
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Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and external auditor with Metrix Group LLP.
She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.
She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.
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
Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and external auditor with Metrix Group LLP.
She has a passion for education and is a course developer and instructor for the University of Alberta in addition to her work at Bloom.
She is the lead Associate of curriculum development and instruction for Bloom’s reporting and audit stream.
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Course Description
An Annual Report is a key communication document, noting a municipality’s goals and objectives and demonstrating progress toward those goals and objectives, and is an important tool enabling transparency for elected officials and the public.
This webinar will provide an in-depth overview of an annual report for your municipality including best practices, purpose, objectives and value, key components and structure, tips to create interest and impact, and explaining financials to the public. A general template for an annual report will be provided.
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An Annual Report is a key communication document, noting a municipality’s goals and objectives and demonstrating progress toward those goals and objectives, and is an important tool enabling transparency for elected officials and the public.
Â
This webinar will provide an in-depth overview of an annual report for your municipality including best practices, purpose, objectives and value, key components and structure, tips to create interest and impact, and explaining financials to the public. A general template for an annual report will be provided.
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Learning Outcomes
Learn about the value of the annual report and how to incorporate it into your annual process
Learn the key components included and how to organize the information for maximum value
Examples of successful annual reports highlighting key success attributes
Learn how the annual report supports managing performance and reaching strategic goals
A summary and review of key annual report best practices
Learn key aspects of annual report messaging to achieve maximum transparency impact
A review of the four key questions an annual report should answer
-
Learn about the value of the annual report and how to incorporate it into your annual process
Learn the key components included and how to organize the information for maximum value
Examples of successful annual reports highlighting key success attributes
Learn how the annual report supports managing performance and reaching strategic goals
A summary and review of key annual report best practices
Learn key aspects of annual report messaging to achieve maximum transparency impact
A review of the four key questions an annual report should answer
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Who Should Attend?
A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
All municipal financial officers will benefit from having a fundamental understanding of financial reporting processes and core knowledge.
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A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
All municipal financial officers will benefit from having a fundamental understanding of financial reporting processes and core knowledge.
Operating Budget and Long Term Tax Strategy Course Testimonials
Very well done, found the information useful to take back and utiliize.
Anonymous
3 days of great information. Well worth it. Loved it!
Course Attendee
Being new to municipal government, I found the course very informative. The content gave a good overview while going in depth in the key areas. Very engaging.
Course Attendee
Very well done, found the information useful to take back and utiliize.
Anonymous
3 days of great information. Well worth it. Loved it!
Course Attendee
Being new to municipal government, I found the course very informative. The content gave a good overview while going in depth in the key areas. Very engaging.
Course Attendee
Operating Budget and Long Term Tax Strategy Course Testimonials
Very well done, found the information useful to take back and utiliize.
Anonymous
3 days of great information. Well worth it. Loved it!
Course Attendee
Being new to municipal government, I found the course very informative. The content gave a good overview while going in depth in the key areas. Very engaging.
John Smith
CEO
X-corporation
Operating Budget and Long Term Tax Strategy Course Testimonials
Very well done, found the information useful to take back and utiliize.
Anonymous
3 days of great information. Well worth it. Loved it!
Course Attendee
Being new to municipal government, I found the course very informative. The content gave a good overview while going in depth in the key areas. Very engaging.
John Smith
CEO
X-corporation
BLOOM can customize courses for your needs.
Some topics include:
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- 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
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- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies
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- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship
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- Project plans
- Change management plans and facilitation
- Services reviews
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- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations
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- 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
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- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support
Questions? Get in touch…
