Financial Systems – ERP and Reporting
By Tim Duhamel
This webinar will provide a comprehensive review of ERP’s in the municipal financial world. Learn key strategies for the implementation and maintenance of an ERP system!
Register Today!
Course Content
- The municipal data challenge
- ERP methodology – small, medium, and large-scale municipalities all benefit from understanding the concept of Enterprise Resource Planning (ERP)
- ERP framework – learn how any municipality’s processes can be improved
- Software best practices – well planned finance software and ERP systems interpret the best way processes can be handled to create effectiveness and efficiency
- Time, accuracy, and effectiveness – time savings and increased accuracy are synonymous with quality software solutions
- ERP and software implementation project management
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- The municipal data challenge
- ERP methodology – small, medium, and large-scale municipalities all benefit from understanding the concept of Enterprise Resource Planning (ERP)
- ERP framework – learn how any municipality’s processes can be improved
- Software best practices – well planned finance software and ERP systems interpret the best way processes can be handled to create effectiveness and efficiency
- Time, accuracy, and effectiveness – time savings and increased accuracy are synonymous with quality software solutions
- ERP and software implementation project management
Course Info
Price:$125.00
PD Credits: 1.5
Category: Reporting
Updated: Jul 22, 2020
Duration: 1:37:52
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Date: Jul 22, 2020
Time: 10:00 AM – 11:30 AM MST
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
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.
-
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.
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.
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
Municipalities face numerous challenges in times of uncertainty. Efficient processes, the use of data, and effective software systems are essential for municipal success in today’s complex data dependent world. Learn how the utilization of software solutions can support strategic goals and long-term financial sustainability.
Also covered, best practices for financial system software, understanding how an ERP supports municipal processes, assessing organizational ability to implement an ERP, ERP as a project – keys for successful implementation, and maximizing value of the ERP.
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Municipalities face numerous challenges in times of uncertainty. Efficient processes, the use of data, and effective software systems are essential for municipal success in today’s complex data dependent world. Learn how the utilization of software solutions can support strategic goals and long-term financial sustainability.
Also covered, best practices for financial system software, understanding how an ERP supports municipal processes, assessing organizational ability to implement an ERP, ERP as a project – keys for successful implementation, and maximizing value of the ERP.
Learning Outcomes
Learn about the history of ERPs, basic ERP concepts, and the value add delivered from well planned ERPs
The ERP framework, and how any municipality’s processes can be improved through understanding the concepts behind ERPs and integrated software suites
How best practices can support improvement in your municipality’s use of software
How ERP and software systems can result in time savings and effectiveness of your municipal processes
Learn about the key challenges and the steps required to overcome the hurdles to successful software implementations
-
Learn about the history of ERPs, basic ERP concepts, and the value add delivered from well planned ERPs
The ERP framework, and how any municipality’s processes can be improved through understanding the concepts behind ERPs and integrated software suites
How best practices can support improvement in your municipality’s use of software
How ERP and software systems can result in time savings and effectiveness of your municipal processes
Learn about the key challenges and the steps required to overcome the hurdles to successful software implementations
Who Should Attend?
A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
All municipal financial officers will benefit from having a fundamental understanding of financial reporting processes and core knowledge.
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A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
All municipal financial officers will benefit from having a fundamental understanding of financial reporting processes and core knowledge.
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…
