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

Course Content
1. Management reporting basics
2. Understand the complexity of the business of municipalities
3. Covers basic municipal management reporting needs
4. Management reporting as a process – the basic cycles of management reporting
5. Best practices in writing a good management report – how to write reports and basic principles
6. 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:$175.00

PD Credits: 1.5

Category: Reporting

Date: June 2, 2021

Time: 10:00 AM – 11:30 AM MST

Course Synopsis

Management Reporting

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: June 2, 2021

Duration: 1:33:48

Course Synopsis

Management Reporting

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

Mauricio Reyes is a Chartered Professional Accountant (CPA),

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About the Author

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.

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

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About the Author

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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.

Read More/Less

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.

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

Read More/Less

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

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.

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…

Management Reporting

Learn basic municipal management reporting needs, and how to use reporting during the year to support operational success!

Register Today!

Course Content

June 2, 2021

10:00 AM – 11:30 AM MST

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

Course Info

Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: June 2, 2021

Duration: 1:33:48

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.

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

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

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.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…