Audit Essentials

By Stephanie Porter, Tim Duhamel

Learn how to ensure a successful audit and enhance your ability to make a challenging process easier!

Register Today!

Course Content

Essentials and tips for a successful audit
An understanding of the audit cycle and timeline (planning, execution and reporting)
Understand the benefits and limitations
Overview of key concepts
Tips / strategies to improve communication
Explaining the audit purposes and outcomes
Free custom Excel template
Examples of essential working papers and analysis
Process suggestions that will incorporate audit preparation

Course Content
1. Essentials and tips for a successful audit
2. An understanding of the audit cycle and timeline (planning, execution and reporting)
3. Understand the benefits and limitations
4. Overview of key concepts
5. Tips / strategies to improve communication
6. Explaining the audit purposes and outcomes
7. Free custom Excel template
8. Examples of essential working papers and analysis
9. Process suggestions that will incorporate audit preparation

Course Info

Price:$75.00

PD Credits: 1.5

Category: Audit

Updated: Aug 27, 2020

Duration: 1:38:00

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Audit

December 11, 2019

Updated: Dec 11, 2019

Duration: 1:32:43

Course Synopsis

Audit Essentials

August 27, 2020

Updated: Aug 27, 2020

Duration: 1:38:00

Course Synopsis

Audit Essentials: Tools for a Successful Audit

About the Author

Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and

Read More/Less

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Read More/Less

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.

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.

December 11, 2019

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MEMBERS ONLY

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Course Description

Focus is on essentials and tips for a successful audit, an understanding of the audit cycle and timeline, benefits and limitations, key concepts used by auditors, tips / strategies to improve communication, how to explain the audit purposes and outcomes, and processes that will incorporate audit preparation.

Read More/Less

Course Description

Focus is on essentials and tips for a successful audit, an understanding of the audit cycle and timeline, benefits and limitations, key concepts used by auditors, tips / strategies to improve communication, how to explain the audit purposes and outcomes, and processes that will incorporate audit preparation.

Free custom Excel template to aid in preparing for your audit!

Learning Outcomes

Tools, work plan and communication techniques to make the audit process easier
The audit cycle and overview of key milestones and deliverables at each stage
Understand the benefits and limitations of an audit

Read More/Less

Learning Outcomes
- Tools, work plan and communication techniques to make the audit process easier
- The audit cycle and overview of key milestones and deliverables at each stage
- Understand the benefits and limitations of an audit
- Learn key concepts used by auditors to plan and execute audit procedures
- Learn tips / strategies to improve communication with the audit team
- How to explain the audit purposes and outcomes to senior administration, Council and the public (free PowerPoint infographics)
- Examples of essential working papers and analysis to prepare to make the audit process easier
- How to incorporate audit preparation into monthly and quarterly routines throughout the year to make the year-end process much easier

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)

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…

Audit Essentials

Learn how to ensure a successful audit and enhance your ability to make a challenging process easier!

Register Today!

Course Content

Course Info

Price:$75.00

PD Credits: 1.5

Category: Audit

Updated: Aug 27, 2020

Duration: 1:38:00

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Audit

December 11, 2019

Updated: Dec 11, 2019

Duration: 1:32:43

Course Synopsis

August 27, 2020

Updated: Aug 27, 2020

Duration: 1:38:00

Course Synopsis

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.

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.

December 11, 2019

Course Description

Free custom Excel template to aid in preparing for your audit!

Learning Outcomes

Tools, work plan and communication techniques to make the audit process easier

The audit cycle and overview of key milestones and deliverables at each stage

Understand the benefits and limitations of an audit

Learn key concepts used by auditors to plan and execute audit procedures

Learn tips / strategies to improve communication with the audit team

How to explain the audit purposes and outcomes to senior administration, Council and the public (free PowerPoint infographics)

Examples of essential working papers and analysis to prepare to make the audit process easier

How to incorporate audit preparation into monthly and quarterly routines throughout the year to make the year-end process much easier

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…