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!

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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


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

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About the Author

Hugh Bell is an associate of Bloom CME providing educational workshops

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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.

October 16, 2019


August 20, 2020



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.

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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

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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.

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…

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