Introduction to PSAS Financial Statements

By Stephanie Porter, Tim Duhamel

Experience a comprehensive introduction to PSAS financial statements adding to your professional development toolbox!

Register Today!

In Alberta (GFOA)

Outside Alberta

Course Content

Public sector and private sector financial statements
Note Disclosure
Basics of PSAS statement value
Financial indicators of a public sector statement
Presenting financial statement information to non-financial municipal professionals
Presenting financial statement information to Council and the public
Basic principles behind transparency and high quality PSAS statement presentations
High level overview of key concepts – accounting for grants, taxes, developer levies and contributed assets

Course Content
1. Public sector and private sector financial statements
2. Note Disclosure
3. Basics of PSAS statement value
4. Financial indicators of a public sector statement
5. Presenting financial statement information to non-financial municipal professionals
6. Presenting financial statement information to Council and the public
7. Basic principles behind transparency and high quality PSAS statement presentations
8. High level overview of key concepts – accounting for grants, taxes, developer levies and contributed assets

Course Info

Price:$75.00

PD Credits: 1.5

Category: Reporting

Updated: July 9, 2020

Duration: 1:37:11

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

September 2019

Updated: Sep 25, 2019

Duration: 1:34:07

Course Synopsis

Reporting Essentials: Introduction to PSAS Financial Statements

July 2020

Updated: July 9, 2020

Duration: 1:37:11

Course Synopsis

Introduction to PSAS Financial Statements

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

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.

September 25, 2019

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MEMBERS ONLY

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Course Description

Gain an understanding of key differences between public sector and private sector financial statements. Learn about note disclosure best practices and what is required by legislation, with a high level overview of key concepts.

Read More/Less

Course Description

Gain an understanding of key differences between public sector and private sector financial statements. Learn about note disclosure best practices and what is required by legislation, with a high level overview of key concepts.
Also covered: the basics of PSAS statement value, financial indicators of a public sector statement, and presenting financial statement information to non-financial municipal professionals, Council and the public.

Learning Outcomes

Key differences between public sector and private sector financial statements and note disclosures
Note disclosure best practices and what is required by legislation
How financial statements play a role in the business of municipal government and how they support evidence-based decision making

Read More/Less

Learning Outcomes
- Key differences between public sector and private sector financial statements and note disclosures
- Note disclosure best practices and what is required by legislation
- How financial statements play a role in the business of municipal government and how they support evidence-based decision making
- Learn how to use the key financial indicators of public sector statement for decision making, future planning and Council awareness
- How to present financial statement information to municipal colleagues
- Basic principles behind transparency and high quality PSAS statement presentations
- Learn key concepts – accounting for grants, taxes, developer levies and contributed assets

Who Should Attend?

Understanding Financial Statement is critical knowledge for all financial professionals and municipal executives.

Demystify financial statement information for non-financial colleagues and Council members.

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…

Introduction to PSAS Financial Statements

Experience a comprehensive introduction to PSAS financial statements adding to your professional development toolbox!

Register Today!

Course Content

Course Info

Price:$75.00

PD Credits: 1.5

Category: Reporting

Updated: July 9, 2020

Duration: 1:37:11

Course Synopsis

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

September 2019

Updated: Sep 25, 2019

Duration: 1:34:07

Course Synopsis

July 2020

Updated: July 9, 2020

Duration: 1:37:11

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.

September 25, 2019

Course Description

Gain an understanding of key differences between public sector and private sector financial statements. Learn about note disclosure best practices and what is required by legislation, with a high level overview of key concepts.

Also covered: the basics of PSAS statement value, financial indicators of a public sector statement, and presenting financial statement information to non-financial municipal professionals, Council and the public.

Learning Outcomes

Key differences between public sector and private sector financial statements and note disclosures

Note disclosure best practices and what is required by legislation

How financial statements play a role in the business of municipal government and how they support evidence-based decision making

Learn how to use the key financial indicators of public sector statement for decision making, future planning and Council awareness

How to present financial statement information to municipal colleagues

Basic principles behind transparency and high quality PSAS statement presentations

Learn key concepts – accounting for grants, taxes, developer levies and contributed assets

Who Should Attend?

Understanding Financial Statement is critical knowledge for all financial professionals and municipal executives.

Demystify financial statement information for non-financial colleagues and Council members.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…