Financial Policy Development 101

By Tim Duhamel, Hugh Bell

Learn the basics of policy development and how to create effective policies that make a difference!

Register Today!

In Alberta (GFOA)

Outside Alberta

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

Course Content
1. Policy Defined
2. Best Practices for Policy Development
3. Policy Wheel
4. The “Must Have” Financial Policies
5. Clear and Concise Policies – tips for writing financial policies that hit the mark!
6. Policy engagement and communication
7. Corporate Policy Management
8. Policy and Change Management
9. Policy as a Project
10. Three Key Financial Policies Reviewed – templates provided
11. Strategy, Goals and Policy – reach organizational goals through effective policy
12. Effective Communication of Financial Policy to Council and the Public

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical

October 16, 2019

Updated: Oct 16, 2019

Duration: 1:34:15

Course Synopsis

Policy Development 101

August 20, 2020

Updated: Aug 20, 2020

Duration: 1:36:00

Course Synopsis

Financial Policy 101

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Read More/Less

About the Author

Hugh Bell is an associate of Bloom CME providing educational workshops

Read More/Less

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.

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

LoginRegister

August 20, 2020

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.

Read More/Less

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.

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

Read More/Less

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

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.

Who Should Attend?

Register Today!

In Alberta (GFOA)

Outside Alberta

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 Policy Development 101

Learn the basics of policy development and how to create effective policies that make a difference!

Register Today!

Course Content

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.

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

August 20, 2020

Course Description

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

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.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…