Management Reporting
By Tim Duhamel
Learn basic municipal management reporting needs, and how to use reporting during the year to support operational success!
Register Today!
Course Content
- Management reporting basics
- Understand the complexity of the business of municipalities
- Covers basic municipal management reporting needs
- Management reporting as a process – the basic cycles of management reporting
- Best practices in writing a good management report – how to write reports and basic principles
- Using performance measures in management reporting – understanding the measures that indicate effective and efficient operations is critical to good management reporting
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- Management reporting basics
- Understand the complexity of the business of municipalities
- Covers basic municipal management reporting needs
- Management reporting as a process – the basic cycles of management reporting
- Best practices in writing a good management report – how to write reports and basic principles
- Using performance measures in management reporting – understanding the measures that indicate effective and efficient operations is critical to good management reporting
June 2, 2021
10:00 AM – 11:30 AM MST
Course Info
Price:$75.00
PD Credits: 1.5
Category: Reporting
Updated: June 2, 2021
Duration: 1:33:48
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Date: June 2, 2021
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
Mauricio Reyes is a Chartered Professional Accountant (CPA),
a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He is he deeply interested in understanding how his role as a Finance officer can be used in Asset Management.
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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.
-
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.
Mauricio Reyes is a Chartered Professional Accountant (CPA), a Certified Asset Management Professional (CAMP), and is the Senior Manager of Financial Services at the City of Lacombe.
He has over 7 years of Municipal experience in both rural and urban municipalities and is a key member of the Asset Management Steering Committee.
He deeply interested in understanding how his role as a Finance officer can be used in Asset Management.
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
The business of municipal government operations is dynamic and complex. Learn the basics of municipal government operational challenges and how timely and quality information through management reporting practices can enhance the efficiency and effectiveness of municipal operations.
Also covered: how to use reporting during the year to support operational success, build monthly reporting into a routine in support of management needs, and streamline the quarterly and annual reporting processes with management reporting.
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The business of municipal government operations is dynamic and complex. Learn the basics of municipal government operational challenges and how timely and quality information through management reporting practices can enhance the efficiency and effectiveness of municipal operations.
Also covered: how to use reporting during the year to support operational success, build monthly reporting into a routine in support of management needs, and streamline the quarterly and annual reporting processes with management reporting.
Learning Outcomes
Learn the basic definition of management reporting and how management reporting practices can enhance the efficiency and effectiveness of municipal operations
Learn the basics of municipal government operational challenges, and how timely and quality information can support effective management practices
Learn about the critical information needs of municipal managers and how that information can be utilized to increase effectiveness of everyday services
Learn about the basic cycles of management reporting and how to serve the cycles with monthly, quarterly, and annual reporting processes
Learn how to write reports that support decision making and the basic principles that make reports clear for decision makers
Learn about performance measures and how to incorporate them into management reports
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Learn the basic definition of management reporting and how management reporting practices can enhance the efficiency and effectiveness of municipal operations
Learn the basics of municipal government operational challenges, and how timely and quality information can support effective management practices
Learn about the critical information needs of municipal managers and how that information can be utilized to increase effectiveness of everyday services
Learn about the basic cycles of management reporting and how to serve the cycles with monthly, quarterly, and annual reporting processes
Learn how to write reports that support decision making and the basic principles that make reports clear for decision makers
Learn about performance measures and how to incorporate them into management reports
Who Should Attend?
A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
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A unique professional development experience that has benefit for all municipal staff, including small, medium and large municipalities!
The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
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…
