Financial Policy Development 101
By Tim Duhamel
Learn the basics of policy development and how to create effective policies that make a difference!
Register Today!
Course Content
- Policy Defined
- Best Practices for Policy Development
- Policy Wheel
- The “Must Have” Financial Policies
- Clear and Concise Policies – tips for writing financial policies that hit the mark!
- Policy engagement and communication
- Corporate Policy Management
- Policy and Change Management
- Policy as a Project
- Three Key Financial Policies Reviewed – templates provided
- Strategy, Goals and Policy – reach organizational goals through effective policy
- Effective Communication of Financial Policy to Council and the Public
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- Policy Defined
- Best Practices for Policy Development
- Policy Wheel
- The “Must Have” Financial Policies
- Clear and Concise Policies – tips for writing financial policies that hit the mark!
- Policy engagement and communication
- Corporate Policy Management
- Policy and Change Management
- Policy as a Project
- Three Key Financial Policies Reviewed – templates provided
- Strategy, Goals and Policy – reach organizational goals through effective policy
- Effective Communication of Financial Policy to Council and the Public
Course Info
Price:$125.00
PD Credits: 1.5
Category: Technical
Updated: Aug 20, 2020
Duration: 1:36:00
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Technical
October 16, 2019
Updated: Oct 16, 2019
Duration: 1:34:15
Course Synopsis
August 20, 2020
Updated: Aug 20, 2020
Duration: 1:36:00
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
Hugh Bell is an associate of Bloom CME providing educational workshops
and consulting services.
In his 13 years as a Treasury and Risk Manager with Strathcona County, he developed several treasury policies including investment, debt, reserves, and risk management.
He is a past member of GFOA, recent graduate of the McGill executive mini MBA program, and has a CIM designation.
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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.
Hugh Bell is an associate of Bloom CME providing educational workshops and consulting services.
In his 13 years as a Treasury and Risk Manager with Strathcona County, he developed several treasury policies including investment, debt, reserves, and risk management.
He is a past member of GFOA, recent graduate of the McGill executive mini MBA program, and has a CIM designation.
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.
October 16, 2019
MEMBERS ONLY
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MEMBERS ONLY
LoginRegister
Course Description
Learn about policy and best practices for policy development. Use the Policy Wheel to develop, deliver and assess your policy effectiveness. Learn the “Must Have” financial policies, clear and concise policies, policy engagement and communication, corporate policy management, and policy and change management.
Also covered: policy as a project – plan for policy development success, the three key financial policies reviewed, how to reach organizational goals through effective policy, and effective communication of financial policy to Council and the public.
-
Learn about policy and best practices for policy development. Use the Policy Wheel to develop, deliver and assess your policy effectiveness. Learn the “Must Have” financial policies, clear and concise policies, policy engagement and communication, corporate policy management, and policy and change management.
Also covered: policy as a project – plan for policy development success, the three key financial policies reviewed, how to reach organizational goals through effective policy, and effective communication of financial policy to Council and the public.
Learning Outcomes
Learn the basic meaning of policies and how they can shape positive outcomes
Best practice components for policy development and how to use them to guide quality creation
How to use the “policy wheel” to develop, deliver and assess your policy effectiveness
The must have financial policies for municipalities in the order of importance
How to write clear and concise financial policies – less can be more is essential
How to Involve stakeholders in the development of policy and communicate policy in an engaging way to improve organizational “buy in”
Learn the 5 key steps to managing policy in an effective way
Strategies and tips to bring ease to the change process and to communicate policy effectively
How to develop a project plan to tackle policy development – who, what, how, when
Three key financial policies reviewed – 1) Debt Management 2) Reserves 3) Year End Surplus
Learn effective policy that guides and enables
How-to’s of engaging policy communication
-
Learn the basic meaning of policies and how they can shape positive outcomes
Best practice components for policy development and how to use them to guide quality creation
How to use the “policy wheel” to develop, deliver and assess your policy effectiveness
The must have financial policies for municipalities in the order of importance
How to write clear and concise financial policies – less can be more is essential
How to Involve stakeholders in the development of policy and communicate policy in an engaging way to improve organizational “buy in”
Learn the 5 key steps to managing policy in an effective way
Strategies and tips to bring ease to the change process and to communicate policy effectively
How to develop a project plan to tackle policy development – who, what, how, when
Three key financial policies reviewed – 1) Debt Management 2) Reserves 3) Year End Surplus
Learn effective policy that guides and enables
How-to’s of engaging policy communication
Who Should Attend?
The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.
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The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
All municipal financial 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:
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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…
