Financial Analysis – Municipal Focus
By Tim Duhamel
Learn how financial analysis plays a key component in financial sustainability.
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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
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- 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
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.
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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.
-
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
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.
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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.
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.
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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
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
-
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.
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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.
BLOOM can customize courses for your needs.
Some topics include:
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- 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
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- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies
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- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship
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- Project plans
- Change management plans and facilitation
- Services reviews
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- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations
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- 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
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- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support
Questions? Get in touch…
