Improving Financial Reporting Processes – In Depth

By Tim Duhamel, Stephanie Porter

Provides a comprehensive discussion on the entire reporting process. Insight on reporting risk and tips are included to improve the efficiency and effectiveness of your municipality’s reporting process!

Register Today!

Course Content

Financial reporting cycle review – a comprehensive review of the municipal reporting cycle
Reporting best practices – and how they support the municipal financial reporting process
Financial reporting value – key reporting deliverables and the value proposition required from municipal reporting for stakeholders
Internal controls – learn how to incorporate them into your annual reporting process
Efficiency and effectiveness – tips and recommendations for improving for the municipal reporting process
Reporting documentation – streamline activities that deliver quality documentation in support of the reporting process

Course Content
1. Financial reporting cycle review – a comprehensive review of the municipal reporting cycle
2. Reporting best practices – and how they support the municipal financial reporting process
3. Financial reporting value – key reporting deliverables and the value proposition required from municipal reporting for stakeholders
4. Internal controls – learn how to incorporate them into your annual reporting process
5. Efficiency and effectiveness – tips and recommendations for improving for the municipal reporting process
6. Reporting documentation – streamline activities that deliver quality documentation in support of the reporting process

Course Info

Price:$75.00

PD Credits: 1.5

Category: Reporting

Updated: Aug 12, 2020

Duration: 1:34:51

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Read More/Less

About the Author

Stephanie Porter is a Chartered Professional Accountant (CPA, CA) and

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.

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

Read More/Less

About the Author

Read More/Less

MEMBERS ONLY

LoginRegister

Course Description

Municipal reporting has multiple stakeholders with diverse needs. Learn about financial reporting value, key reporting deliverables, and the value proposition required from municipal reporting for stakeholders. Learn how internal control is essential to the safekeeping of financial assets for any municipality and how to incorporate into your annual reporting process.

Read More/Less

Course Description

Municipal reporting has multiple stakeholders with diverse needs. Learn about financial reporting value, key reporting deliverables, and the value proposition required from municipal reporting for stakeholders. Learn how internal control is essential to the safekeeping of financial assets for any municipality and how to incorporate into your annual reporting process.
Also included: a comprehensive overview of the entire financial reporting process (deliverables, timelines, goals), reporting best practices, risk analysis related to financial reporting, reporting process efficiency and effectiveness tips, and creating audit documentation through the reporting process.

Learning Outcomes

A comprehensive review of the municipal reporting cycle and discussion on deliverables, timelines and process goals
Learn about key financial reporting best practices and how they support the municipal financial reporting process
Key reporting deliverables and the value proposition required from municipal reporting for stakeholders

Read More/Less

Learning Outcomes
- A comprehensive review of the municipal reporting cycle and discussion on deliverables, timelines and process goals
- Learn about key financial reporting best practices and how they support the municipal financial reporting process
- Key reporting deliverables and the value proposition required from municipal reporting for stakeholders
- Learn how to incorporate internal controls into your annual reporting process
- Tips and recommendations for improving efficiency and effectiveness for the municipal reporting process
- Learn what reporting documentation is required and how thorough process planning supports the delivery of quality documentation

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.

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…

Improving Financial Reporting Processes – In Depth

Provides a comprehensive discussion on the entire reporting process. Insight on reporting risk and tips are included to improve the efficiency and effectiveness of your municipality’s reporting process!

Register Today!

Course Content

Course Info

Price:$75.00

PD Credits: 1.5

Category: Reporting

Updated: Aug 12, 2020

Duration: 1:34:51

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.

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.

Course Description

Learning Outcomes

A comprehensive review of the municipal reporting cycle and discussion on deliverables, timelines and process goals

Learn about key financial reporting best practices and how they support the municipal financial reporting process

Key reporting deliverables and the value proposition required from municipal reporting for stakeholders

Learn how to incorporate internal controls into your annual reporting process

Tips and recommendations for improving efficiency and effectiveness for the municipal reporting process

Learn what reporting documentation is required and how thorough process planning supports the delivery of quality documentation

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.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…