Improving Financial Reporting Processes

By Stephanie Porter, Tim Duhamel

This webinar provides a comprehensive review of the reporting process and a path to process improvement.

Register Today!

In Alberta (GFOA)

Outside Alberta

Course Content

Risk and internal controls defined
Common risks and internal controls for key processes
Gain new perspective on reporting and accounting processes
Audit-ready documentation
Looking forward: managing reporting processes
Learning to let go of unnecessary internal controls in existing processes
Project planning
Practical methodology – templates included
Managing change – develop a plan to engage stakeholders

Course Content
1. Risk and internal controls defined
2. Common risks and internal controls for key processes
3. Gain new perspective on reporting and accounting processes
4. Audit-ready documentation
5. Looking forward: managing reporting processes
6. Learning to let go of unnecessary internal controls in existing processes
7. Project planning
8. Practical methodology – templates included
9. Managing change – develop a plan to engage stakeholders

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: Nov 13, 2019

Duration: 1:27:29

Course Synopsis

Improving Financial Reporting Processes

About the Author

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

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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 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.

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Course Description

This webinar covers common risks and internal controls for key accounting and financial reporting processes to help gain new perspective for your reporting and accounting processes.

Read More/Less

Course Description

This webinar covers common risks and internal controls for key accounting and financial reporting processes to help gain new perspective for your reporting and accounting processes.
Also covered: audit-ready documentation, looking forward to manage reporting processes, learning to let go of unnecessary internal controls in existing processes, project planning strategies to effectively prioritize processes, practical methodology for improving financial reporting processes, and managing change.

Learning Outcomes

The relationship between risk of material misstatement and internal controls and how they impact financial reporting processes
Common risks and best practice internal controls in key financial reporting processes
How to view your reporting and accounting processes through an auditor’s lens

Read More/Less

Learning Outcomes
- The relationship between risk of material misstatement and internal controls and how they impact financial reporting processes
- Common risks and best practice internal controls in key financial reporting processes
- How to view your reporting and accounting processes through an auditor’s lens
- Learn your auditor’s language and improve efficiency of the year-end audit process
- Learn how to create a successful routine for evaluating financial reporting processes and assessing internal controls on an ongoing basis
- Strategies for identifying ineffective or unnecessary internal controls in existing processes
- Strategies to effectively prioritize processes
- Practical approach to evaluating and improving financial reporting processes
- Develop a plan to engage stakeholders throughout the change process to ensure success

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.

Who Should Attend?

Register Today!

In Alberta (GFOA)

Outside Alberta

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

This webinar provides a comprehensive review of the reporting process and a path to process improvement.

Register Today!

Course Content

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: Nov 13, 2019

Duration: 1:27:29

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.

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

This webinar covers common risks and internal controls for key accounting and financial reporting processes to help gain new perspective for your reporting and accounting processes.

Learning Outcomes

The relationship between risk of material misstatement and internal controls and how they impact financial reporting processes

Common risks and best practice internal controls in key financial reporting processes

How to view your reporting and accounting processes through an auditor’s lens

Learn your auditor’s language and improve efficiency of the year-end audit process

Learn how to create a successful routine for evaluating financial reporting processes and assessing internal controls on an ongoing basis

Strategies for identifying ineffective or unnecessary internal controls in existing processes

Strategies to effectively prioritize processes

Practical approach to evaluating and improving financial reporting processes

Develop a plan to engage stakeholders throughout the change process to ensure success

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.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…