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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.

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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:$125.00

PD Credits: 1.5

Category: Budgeting

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

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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.
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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.

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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

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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.

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…

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