Municipal Finance 101 for Elected Officials

By Tim Duhamel, Wayne Rothe

This webinar covers the fundamentals of municipal finance management, and key financial processes the elected official must have extensive knowledge on in order to make policy decisions.

Register Today!

Course Content

Performance measurement defined – what it is and how it works
Key performance indicators – their use and how they further goals
Measurement dashboard – KPI’s: a list of the top 100 KPI’s
Performance measurement versus performance management
Performance strategy – strategic planning and business planning should be linked to performance measures to support the attainment of goals
Customer satisfaction – understanding stakeholder expectations

Course Content
1. Performance measurement defined – what it is and how it works
2. Key performance indicators – their use and how they further goals
3. Measurement dashboard – KPI’s: a list of the top 100 KPI’s
4. Performance measurement versus performance management
5. Performance strategy – strategic planning and business planning should be linked to performance measures to support the attainment of goals
6. Customer satisfaction – understanding stakeholder expectations

August 12, 2021

1:00 PM – 2:00 PM MST

Course Info

Price:$150.00

PD Credits: 1.0

Category: Municipal Foundations

Date: Aug 12, 2021

Time:1:00 PM – 2:00 PM MST

Course Synopsis

Course Info

Price:$150.00

PD Credits: 1.0

Category: Municipal Foundations

Updated: Aug 12, 2021

Duration: 1:??:??

Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

Wayne Rothe has been a Councillor in Spruce Grove, Alberta for 25 years.

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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.

Wayne Rothe has been a Councillor in Spruce Grove, Alberta for 25 years.
He is the longest serving council member in the city’s history and recipient of the Alberta Urban Municipalities Association’s Distinguished Service Award.
His passion is open, accessible government with a commitment to always acting in the best interest of the community at large.

About the Author

About the Author

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Course Description

Role of Elected Official in the municipal finance process
Finance role (stewardship, financial sustainability)
Fundamentals of the municipal operating and capital budget process (legislation, timelines, structure)

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Course Description
- Role of Elected Official in the municipal finance process
- Finance role (stewardship, financial sustainability)
- Fundamentals of the municipal operating and capital budget process (legislation, timelines, structure)
- Fundamentals of the municipal reporting process (legislation, timelines, structure)
- Taxes and Assessment 101 (purpose, calculations, legislation)
- Reserves, debt, amortization, revenues, expenses overview
- Key indicators for a financially healthy municipality
- Changes to the MGA (allowances for service capital – Fire, Recreation, Police)

Learning Outcomes

Overview of the entire financial reporting process (deliverables, timelines, goals)
Risk analysis related to financial reporting
Internal controls – how to incorporate internal controls into the reporting process

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Learning Outcomes
- Overview of the entire financial reporting process (deliverables, timelines, goals)
- Risk analysis related to financial reporting
- Internal controls – how to incorporate internal controls into the reporting process
- Reporting process – efficiency and effectiveness tips
- Creating audit documentation through the reporting process

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 municipal elected officials. CAO’s and senior administrators who deal with the governance process will also benefit.

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…

Municipal Finance 101 for Elected Officials

This webinar covers the fundamentals of municipal finance management, and key financial processes the elected official must have extensive knowledge on in order to make policy decisions.

Register Today!

Course Content

August 12, 2021

1:00 PM – 2:00 PM MST

Course Info

Price:$150.00

PD Credits: 1.0

Category: Municipal Foundations

Date: Aug 12, 2021

Time:1:00 PM – 2:00 PM MST

Course Synopsis

Course Info

Price:$150.00

PD Credits: 1.0

Category: Municipal Foundations

Updated: Aug 12, 2021

Duration: 1:??:??

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

Wayne Rothe has been a Councillor in Spruce Grove, Alberta for 25 years.

He is the longest serving council member in the city’s history and recipient of the Alberta Urban Municipalities Association’s Distinguished Service Award.

His passion is open, accessible government with a commitment to always acting in the best interest of the community at large.

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

Role of Elected Official in the municipal finance process

Finance role (stewardship, financial sustainability)

Fundamentals of the municipal operating and capital budget process (legislation, timelines, structure)

Fundamentals of the municipal reporting process (legislation, timelines, structure)

Taxes and Assessment 101 (purpose, calculations, legislation)

Reserves, debt, amortization, revenues, expenses overview

Key indicators for a financially healthy municipality

Changes to the MGA (allowances for service capital – Fire, Recreation, Police)

Learning Outcomes

Overview of the entire financial reporting process (deliverables, timelines, goals)

Risk analysis related to financial reporting

Internal controls – how to incorporate internal controls into the reporting process

Reporting process – efficiency and effectiveness tips

Creating audit documentation through the reporting process

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 municipal elected officials. CAO’s and senior administrators who deal with the governance process will also benefit.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…