Financial Statement Disclosures
By Tim Duhamel
Financial statement disclosures provide information about a municipality’s financial operations. Learn how they are a key component of transparency in the municipal environment!
Register Today!
Course Content
- Financial statement disclosures – what they are, why they are prepared and what level of detail should be included in your note disclosures
- Financial disclosures in depth review
- Financial disclosure requirements – disclosure checklist
- Annual vs. Interim disclosures
- Financial statement best practices – sample note disclosures provided
- Financial disclosures and the audit
- How full disclosure affects financial reporting
- No need to reinvent the wheel – sample note disclosures from other municipalities will be provided
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- Financial statement disclosures – what they are, why they are prepared and what level of detail should be included in your note disclosures
- Financial disclosures in depth review
- Financial disclosure requirements – disclosure checklist
- Annual vs. Interim disclosures
- Financial statement best practices – sample note disclosures provided
- Financial disclosures and the audit
- How full disclosure affects financial reporting
- No need to reinvent the wheel – sample note disclosures from other municipalities will be provided
September 8, 2021
10:00 AM – 11:30 AM MST
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Updated: May 27, 2020
Duration: 1:33:56
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Updated: Sept 8, 2021
Duration: 1:33:31
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Updated: Sept 8, 2021
Time: 10:00 AM – 11:30 AM MST
Course Synopsis
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.
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.
Guest Speaker
Hailey Pinksen is a Chartered Professional Accountant (CPA, CA),
a Certified Internal Auditor (CIA), a Leadership Resilience Coach, a Certified Meditation Teacher, and the former City Treasurer for the City of Lethbridge.
She has presented webinars and presentation sessions with Bloom CME, the IIA Canada, and the GFOA on the topics of Budget, Leadership Resilience, Creativity, and Meditation.
Hailey has also written a book called My Six Degrees of Meditation, currently available on Amazon/Kindle. She is very passionate engaging with others in the practice of resilience, leadership and meditation.
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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.
-
Hailey Pinksen is a Chartered Professional Accountant (CPA, CA), a Certified Internal Auditor (CIA), a Leadership Resilience Coach, a Certified Meditation Teacher, and the former City Treasurer for the City of Lethbridge.
She has presented webinars and presentation sessions with Bloom CME, the IIA Canada, and the GFOA on the topics of Budget, Leadership Resilience, Creativity, and Meditation.
Hailey has also written a book called My Six Degrees of Meditation, currently available on Amazon/Kindle. She is very passionate engaging with others in the practice of resilience, leadership and meditation.
-
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.
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.
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
Financial statements and note disclosures are designed to provide information to stakeholders. Learn about financial statement disclosure, what they are, why they are prepared and what level of detail should be included in your note disclosures.
Also covered: financial statement best practices, financial disclosure requirements, annual vs. interim disclosures, how full disclosure affects financial reporting, and understanding how auditors approach their work.
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Financial statements and note disclosures are designed to provide information to stakeholders. Learn about financial statement disclosure, what they are, why they are prepared and what level of detail should be included in your note disclosures.
Also covered: financial statement best practices, financial disclosure requirements, annual vs. interim disclosures, how full disclosure affects financial reporting, and understanding how auditors approach their work.
Learning Outcomes
Learn how to leverage disclosures to streamline financial statement preparation
In depth review of all financial statement disclosures required for municipalities under Public Sector Accounting Standards and the Municipal Government Act
Supplementary checklist of disclosures required by Public Sector Accounting Standards and the Municipal Government Act
An overview of the disclosures in a condensed form of interim financial statements that are provided to Council and the public
Learn how to ensure you are providing the right information to support decision making
Learn how to utilize your financial statement disclosures to streamline the audit process
Understand the importance of robust financial statement disclosures on the reporting and accountability cycle
Disclosure example – sample note disclosures from other municipalities will be provided
-
Learn how to leverage disclosures to streamline financial statement preparation
In depth review of all financial statement disclosures required for municipalities under Public Sector Accounting Standards and the Municipal Government Act
Supplementary checklist of disclosures required by Public Sector Accounting Standards and the Municipal Government Act
An overview of the disclosures in a condensed form of interim financial statements that are provided to Council and the public
Learn how to ensure you are providing the right information to support decision making
Learn how to utilize your financial statement disclosures to streamline the audit process
Understand the importance of robust financial statement disclosures on the reporting and accountability cycle
Disclosure example – sample note disclosures from other municipalities will be provided
Who Should Attend?
A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
Elected officials, municipal executives, and financial officers should have a strong understanding of disclosures and their purpose.
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A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
Elected officials, municipal executives, and financial officers should have a strong understanding of disclosures and their purpose.
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…
