Building a Better Budget Document

By Tim Duhamel

Transparent communication is the goal of a quality budget document. Learn how to transform financial information into a meaningful narrative for council and the public!

Register Today!

Course Content

Best practices for budget communication (administration, Council, and the public)
Linking the budget document to the strategic plan and other leading documents
Budget document structure – key components: introduction, overview, financials, opportunities and risks
Process for building a budget document – narrative process and timelines
Linking the budget document to PowerPoint presentations for Council
Media Releases – developing factual and positive messages for the public is essential for the introduction, review, and eventual approval of the budget

Course Content
1. Best practices for budget communication (administration, Council, and the public)
2. Linking the budget document to the strategic plan and other leading documents
3. Budget document structure – key components: introduction, overview, financials, opportunities and risks
4. Process for building a budget document – narrative process and timelines
5. Linking the budget document to PowerPoint presentations for Council
6. Media Releases – developing factual and positive messages for the public is essential for the introduction, review, and eventual approval of the budget

Course Info

Price:$125.00

PD Credits: 1.5

Category: Budgeting

Updated: Nov 18, 2020

Duration: 1:35:38

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

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

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About the Author

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.

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

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About the Author

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Course Description

The budget is the most important and challenging process municipalities face each year. Having a well organized document supports effective communication and budget presentations. Learn best practices for budget communication, how to link the budget document to the strategic plan, and about budget document structure and key components.

Read More/Less

Course Description

The budget is the most important and challenging process municipalities face each year. Having a well organized document supports effective communication and budget presentations. Learn best practices for budget communication, how to link the budget document to the strategic plan, and about budget document structure and key components.
Learn the narrative process and timelines for building a budget document, how to link the budget document to PowerPoint presentations for Council, and how developing factual and positive messages through media releases for the public is essential for the introduction, review, and eventual approval of the budget.

Learning Outcomes

Learn best practices for budget communication (administration, Council, and the public)
How focusing on priorities and strategic goals helps link Council’s vision for the community to financial resources
Learn about budget document structure and key components

Read More/Less

Learning Outcomes
- Learn best practices for budget communication (administration, Council, and the public)
- How focusing on priorities and strategic goals helps link Council’s vision for the community to financial resources
- Learn about budget document structure and key components
- How to plan for a budget narrative process, get the writing done, and get budget information from departments in an organized manner
- Learn how to link PowerPoint presentations to the budget document for your reference
- Learn how to write an effective media release to convey your municipality’s budget message

Who Should Attend?

A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

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…

Building a Better Budget Document

Transparent communication is the goal of a quality budget document. Learn how to transform financial information into a meaningful narrative for council and the public!

Register Today!

Course Content

Course Info

Price:$125.00

PD Credits: 1.5

Category: Budgeting

Updated: Nov 18, 2020

Duration: 1:35:38

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.

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.

Course Description

Learning Outcomes

Learn best practices for budget communication (administration, Council, and the public)

How focusing on priorities and strategic goals helps link Council’s vision for the community to financial resources

Learn about budget document structure and key components

How to plan for a budget narrative process, get the writing done, and get budget information from departments in an organized manner

Learn how to link PowerPoint presentations to the budget document for your reference

Learn how to write an effective media release to convey your municipality’s budget message

Who Should Attend?

A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…