Municipal Financial Department Basics

By Tim Duhamel, Stephanie Porter

Finance departments are critical for any municipality’s success. This webinar provides significant insights and tips for financial department improvements.

Register Today!

Course Content

Finance Department Basics – a top to bottom review of what is required for success
Finance Department Structure – an overview of optimal department structures, roles, and deliverables with recommendations for improvement is included
Finance Business Plan – Mission, Goals, and Objectives
Key deliverables explained
Annual Finance Cycle – including reporting and budgeting
Finance Department Relationships

Course Content
1. Finance Department Basics – a top to bottom review of what is required for success
2. Finance Department Structure – an overview of optimal department structures, roles, and deliverables with recommendations for improvement is included
3. Finance Business Plan – Mission, Goals, and Objectives
4. Key deliverables explained
5. Annual Finance Cycle – including reporting and budgeting
6. Finance Department Relationships

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical/Other

Updated: Mar 25, 2020

Duration: 1:29:11

Course Synopsis

Municipal Financial Department Basics

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

About the Author

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

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

Learn about finance department basics, structure, mission, values, long-term objectives, the finance business plan, key deliverables, and the annual finance cycle, including reporting and budgeting.

Finance department relationships with stakeholders, Council, the public, and other municipal departments will also be covered.

Course Description

Learning Outcomes

Learn how a well organized and managed finance department is a necessary requirement for the success of any municipality and a top to bottom review of what is required for success
An overview of optimal department structures, roles, and deliverables with recommendations for improvement is included
Learn how to link your finance department business plan to your municipality’s strategic plan in support of overall corporate goals

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…

Municipal Financial Department Basics

Finance departments are critical for any municipality’s success. This webinar provides significant insights and tips for financial department improvements.

Register Today!

Course Content

Course Info

Price:$175.00

PD Credits: 1.5

Category: Technical/Other

Updated: Mar 25, 2020

Duration: 1:29:11

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

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.

Course Description

Learn about finance department basics, structure, mission, values, long-term objectives, the finance business plan, key deliverables, and the annual finance cycle, including reporting and budgeting.

Finance department relationships with stakeholders, Council, the public, and other municipal departments will also be covered.

Learning Outcomes

Learn how a well organized and managed finance department is a necessary requirement for the success of any municipality and a top to bottom review of what is required for success

An overview of optimal department structures, roles, and deliverables with recommendations for improvement is included

Learn how to link your finance department business plan to your municipality’s strategic plan in support of overall corporate goals

Key deliverables: reporting, budgeting, treasury, risk management, payables, and receivables, with an overview of each function, their value, and how they interact will be provided

Annual Finance Cycle – tips for planning, communication, effectiveness and efficiency

Improving Finance Department relationships with stakeholders, Council, the public, and other municipal departments

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…