Building an Operating and Capital Budget Process

By Tim Duhamel

Building an efficient and effective operating and capital budget process can make all the difference in a municipality’s overall sustainability. Learn the fundamentals of the municipal budget process in support of your municipality.

Register Today!

Course Content

Budget Process Defined – The fundamentals of the municipal budget process
Budget Dynamics – Complex in nature due to legislation, politics, resource restraints, political wants and needs, and internal competition for resources
Budget Process Readiness – Evaluate your organizational strengths and weaknesses related to the budget process
Budget Stages – Gain a strong understanding of the necessary stages of the operating and capital budget process to build an effective budget process
Budget Timeline – Balance time requirements for budget analysis, preparation, information gathering, and review
Information Requirements – Analysis, evidence, justification, financial metrics are just a few of the information requirements necessary for an effective budget process

Course Content
1. Budget Process Defined – The fundamentals of the municipal budget process
2. Budget Dynamics – Complex in nature due to legislation, politics, resource restraints, political wants and needs, and internal competition for resources
3. Budget Process Readiness – Evaluate your organizational strengths and weaknesses related to the budget process
4. Budget Stages – Gain a strong understanding of the necessary stages of the operating and capital budget process to build an effective budget process
5. Budget Timeline – Balance time requirements for budget analysis, preparation, information gathering, and review
6. Information Requirements – Analysis, evidence, justification, financial metrics are just a few of the information requirements necessary for an effective budget process

Course Info

Price:$150.00

PD Credits: 1.5

Category: Budget

Updated: April 13, 2022

Duration: 1:37:03

Course Synopsis

Building an Operating and Capital Budget Process

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.

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Course Description

The municipal budget process is complex in nature due to numerous dynamics – legislation, politics, resource restraints, political wants and needs, and internal competition for resources. Learn how to overcome the challenges associated with budget dynamics when building a budget process.

Learning Outcomes

Learn the fundamentals of the municipal budget process in support of building an efficient and effective process for your municipality
Learn how to overcome the challenges associated with budget dynamics when building a budget process
Learn how to evaluate your organizational strengths and weaknesses related to the budget process

Who Should Attend?

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

Elected officials, CAO’s, planners, and finance 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…

Building an Operating and Capital Budget Process

Building an efficient and effective operating and capital budget process can make all the difference in a municipality’s overall sustainability. Learn the fundamentals of the municipal budget process in support of your municipality.

Register Today!

Course Content

Course Info

Price:$150.00

PD Credits: 1.5

Category: Budget

Updated: April 13, 2022

Duration: 1:37:03

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.

Course Description

The municipal budget process is complex in nature due to numerous dynamics – legislation, politics, resource restraints, political wants and needs, and internal competition for resources. Learn how to overcome the challenges associated with budget dynamics when building a budget process.

Learning Outcomes

Learn the fundamentals of the municipal budget process in support of building an efficient and effective process for your municipality

Learn how to overcome the challenges associated with budget dynamics when building a budget process

Learn how to evaluate your organizational strengths and weaknesses related to the budget process

Learn about each of the operating and capital stages and how to plan for success

Learn how to develop a budget timeline that effectively considers the impact of the process on the organization’s human resources

Learn about what information is critical to the success of a budget process

Who Should Attend?

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

Elected officials, CAO’s, planners, and finance 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…