Financial Analysis – Municipal Focus

By Tim Duhamel

Learn how financial analysis plays a key component in financial sustainability.

Register Today!

Course Content

Financial analytics definition and use – the science of bringing together data in a meaningful and logical way that supports decision making
Collecting, monitoring, analyzing, storing, and predicting data are all part of financial analytics
Financial analytics is a critical component in evidence-based decision making and supports priority setting
Actuals Analysis – learn how to use history to predict the future for budget purposes
Municipal Price Inflation (MPI) – learn how to calculate the cost of inflation for your municipality and link it to a tax strategy
Analyzing the cost of growth – learn the fundamentals of analyzing the cost of municipal growth
Municipal tax strategy – learn how to calculate short- and long-term tax requirements that make up a long-term tax strategy

Course Content
1. Financial analytics definition and use – the science of bringing together data in a meaningful and logical way that supports decision making
2. Collecting, monitoring, analyzing, storing, and predicting data are all part of financial analytics
3. Financial analytics is a critical component in evidence-based decision making and supports priority setting
4. Actuals Analysis – learn how to use history to predict the future for budget purposes
5. Municipal Price Inflation (MPI) – learn how to calculate the cost of inflation for your municipality and link it to a tax strategy
6. Analyzing the cost of growth – learn the fundamentals of analyzing the cost of municipal growth
7. Municipal tax strategy – learn how to calculate short- and long-term tax requirements that make up a long-term tax strategy

April 7, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical/Other

Updated: April 15, 2021

Duration: 1:41:27

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical/Other

Date: April 7, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Financial Analysis – Municipal Focus

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

Mauricio Reyes is a Chartered Professional Accountant (CPA),

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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.

Mauricio Reyes is a Chartered Professional Accountant (CPA), a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He deeply interested in understanding how his role as a Finance officer can be used in Asset Management.

About the Author

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About the Author

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Course Description

Municipalities are faced with significant financial challenges in the coming years. Having the ability to analyze challenges accurately is an important competency required to ensure long-term financial sustainability.

Read More/Less

Course Description

Municipalities are faced with significant financial challenges in the coming years. Having the ability to analyze challenges accurately is an important competency required to ensure long-term financial sustainability.
Financial analytics is the science of bringing together data in a meaningful and logical way that supports decision making and is a critical component in evidence-based decision making that supports priority setting. Learn how to foster better decisions using “what if” analysis for evidence-based decision making.

Learning Outcomes

Learn how financial analysis plays a key component in financial sustainability
Learn how to foster better decisions using “what if” analysis for evidence-based decision making
Learn about Actuals Analysis and how to use history to predict the future for budget purposes

Read More/Less

Learning Outcomes
- Learn how financial analysis plays a key component in financial sustainability
- Learn how to foster better decisions using “what if” analysis for evidence-based decision making
- Learn about Actuals analysis and how to use history to predict the future for budget purposes
- Learn about Municipal Price Inflation (MPI) and how to calculate the cost of inflation for your municipality and link it to a tax strategy
- Learn the fundamentals of analyzing the cost of municipal growth
- Learn how to calculate short- and long-term tax requirements that make up a long-term tax strategy

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…

Financial Analysis – Municipal Focus

Learn how financial analysis plays a key component in financial sustainability.

Register Today!

Course Content

April 7, 2021

10:00 AM – 11:30 AM MST

Course Info

Price:$125.00

PD Credits: 1.5

Category: Technical/Other

Updated: April 15, 2021

Duration: 1:41:27

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical/Other

Date: April 7, 2021

Time: 10:00 AM – 11:30 AM MST

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

Mauricio Reyes is a Chartered Professional Accountant (CPA),

a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.

He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.

He is he deeply interested in understanding how his role as a Finance officer can be used in Asset Management.

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

Municipalities are faced with significant financial challenges in the coming years. Having the ability to analyze challenges accurately is an important competency required to ensure long-term financial sustainability.

Learning Outcomes

Learn how financial analysis plays a key component in financial sustainability

Learn how to foster better decisions using “what if” analysis for evidence-based decision making

Learn about Actuals Analysis and how to use history to predict the future for budget purposes

Learn about Municipal Price Inflation (MPI) and how to calculate the cost of inflation for your municipality and link it to a tax strategy

Learn the fundamentals of analyzing the cost of municipal growth

Learn how to calculate short- and long-term tax requirements that make up a long-term tax strategy

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…