Financial Report Fundamentals

By Tim Duhamel

Learn how to review the budget reports, audited financial statements, reserve continuities, debt position, etc. Learn how the municipal annual cash flow impacts financial reports.

Register Today!

Course Content

Demystify Municipal Financial Reports – Municipal finance can be confusing for those that are new to it. This webinar will provide a comprehensive understanding of municipal financial reports the budget, audited financial statements, reserve continuity, debt position and cash flow reports.
Executive Financial Acumen – Municipal elected officials, CAOs, executives and managers should all have a comprehensive understanding of municipal financial reports by understanding key financial indicators.
Financial Knowledge and Decision Making – This webinar covers key financial data and how it may impact decisions on tax increases, debt management, strategic initiatives, and asset management.
Finance and Transparency – Being transparent with council and the public is a key principle that all municipal administrations must adhere to. Having an in-depth knowledge of financial reports and their key components is essential for all municipal professionals to be able to understand and communicate financial information effectively.

Course Content
1. Demystify Municipal Financial Reports – Municipal finance can be confusing for those that are new to it. This webinar will provide a comprehensive understanding of municipal financial reports the budget, audited financial statements, reserve continuity, debt position and cash flow reports.
2. Executive Financial Acumen – Municipal elected officials, CAOs, executives and managers should all have a comprehensive understanding of municipal financial reports by understanding key financial indicators.
3. Financial Knowledge and Decision Making – This webinar covers key financial data and how it may impact decisions on tax increases, debt management, strategic initiatives, and asset management.
4. Finance and Transparency – Being transparent with council and the public is a key principle that all municipal administrations must adhere to. Having an in-depth knowledge of financial reports and their key components is essential for all municipal professionals to be able to understand and communicate financial information effectively.

Course Info

Price:$199.00

PD Credits: 1.5

Category: Technical

Updated: June 7, 2023

Duration: 1:32:12

Course Synopsis

Financial Report Fundamentals

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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.

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Course Description

Municipal finance can be confusing for those that are new to it. This webinar will demystify municipal financial reports by providing a comprehensive understanding of budget reports, audited financial statements, reserve continuity, debt position and cash flow reports.

Learning Outcomes

Gain a comprehensive understanding of municipal financial reports the budget, audited financial statements, reserve continuity, debt position and cash flow reports
Grow your understanding of key financial indicators
Learn about key financial data and how it may impact decisions on tax increases, debt management, strategic initiatives, and asset management

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

Elected officials, CAO’s, planners, and finance officers will benefit from having a fundamental understanding and core knowledge of all financial processes.

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 Report Fundamentals

Learn how to review the budget reports, audited financial statements, reserve continuities, debt position, etc. Learn how the municipal annual cash flow impacts financial reports.

Register Today!

Course Content

Course Info

Price:$199.00

PD Credits: 1.5

Category: Technical

Updated: June 7, 2023

Duration: 1:32:12

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

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.

Course Description

Municipal finance can be confusing for those that are new to it. This webinar will demystify municipal financial reports by providing a comprehensive understanding of budget reports, audited financial statements, reserve continuity, debt position and cash flow reports.

This webinar will help improve financial knowledge and decision making by covering key financial data and how it may impact decisions on tax increases, debt management, strategic initiatives, and asset management.

Learning Outcomes

Gain a comprehensive understanding of municipal financial reports the budget, audited financial statements, reserve continuity, debt position and cash flow reports

Grow your understanding of key financial indicators

Learn about key financial data and how it may impact decisions on tax increases, debt management, strategic initiatives, and asset management

Gain the knowledge required to be able to understand and communicate financial information effectively

Who Should Attend?

Any municipal financial professionals and senior executives from small, medium, or large municipalities.

Elected officials, CAO’s, planners, and finance 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…