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.
- 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
PD Credits: 1.5
Updated: May 13, 2020
About the Author
Tim Duhamel is the founder and President of Bloom Centre of
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.
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.
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
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.
BLOOM can customize courses for your needs.
Some topics include:
Questions? Get in touch…