Developing a Long Term Financial Plan

By Tim Duhamel

Learn the benefits, components and methodology of a long-term financial plan for financial sustainability!

Register Today!

Course Content

Long Term Financial Planning
Financial forecasting and strategy
Financial plan objectives and principles – a comprehensive view of why we need a long-term financial plan
Strategy, service delivery, and budgeting
Long term financial plan policy – key policies required to guide decision-making, examples will be provided
Provides the essential knowledge required by today’s municipal financial officer to play a key role in a municipality’s success

Course Content
1. Long Term Financial Planning
2. Financial forecasting and strategy
3. Financial plan objectives and principles – a comprehensive view of why we need a long-term financial plan
4. Strategy, service delivery, and budgeting
5. Long term financial plan policy – key policies required to guide decision-making, examples will be provided
6. Provides the essential knowledge required by today’s municipal financial officer to play a key role in a municipality’s success

July 14, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

Updated: July 14, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

Updated: Apr 8, 2020

Duration: 1:37:53

Course Synopsis

Developing a Long Term Financial Plan

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

Municipalities face unprecedented challenges in the delivery of essential services – having a long-term view and a plan for financial sustainability is critical for the success of any municipality.

Learning Outcomes

Learn how a long-term financial plan combines financial forecasting and strategy
Learn how strategies and actions are developed to overcome future financial challenges
Learn the objectives of a long-term financial plan and what principles should be followed to ensure success

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…

Developing a Long Term Financial Plan

Learn the benefits, components and methodology of a long-term financial plan for financial sustainability!

Register Today!

Course Content

July 14, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

Updated: July 14, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Planning

Updated: Apr 8, 2020

Duration: 1:37:53

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

Municipalities face unprecedented challenges in the delivery of essential services – having a long-term view and a plan for financial sustainability is critical for the success of any municipality.

Learning Outcomes

Learn how a long-term financial plan combines financial forecasting and strategy

Learn how strategies and actions are developed to overcome future financial challenges

Learn the objectives of a long-term financial plan and what principles should be followed to ensure success

Why we need a long-term financial plan, and what key philosophical principles support financial sustainability

How a long-term financial plan supports the goals of the strategic plan, enables service delivery, and guides budget decision-making

Key policies that are required to guide decision-making, and how they are developed in the context of a long-term financial plan

Learn professional development essentials to play a key role in a municipality’s success

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…