Municipal Financial Health
By Tim Duhamel
In today’s complex environment, municipal financial health is increasingly challenged. This webinar will cover key indicators of municipal financial health with strategies for financial sustainability.
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Course Content
- Financial health defined – learn the key definitions related to municipal financial health
- Financial health assessment – learn how to use municipal financial statements to assess your financial health
- Financial health indicator checklist – a checklist template will be included
- Using financial health indicators for operational and strategic decision making
- Fiscal financial health best practices
- Explaining financial health to stakeholders (CAO, executive, Council, public) and how to tailor financial health messaging for specific stakeholders
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- Financial health defined – learn the key definitions related to municipal financial health
- Financial health assessment – learn how to use municipal financial statements to assess your financial health
- Financial health indicator checklist – a checklist template will be included
- Using financial health indicators for operational and strategic decision making
- Fiscal financial health best practices
- Explaining financial health to stakeholders (CAO, executive, Council, public) and how to tailor financial health messaging for specific stakeholders
Course Info
Price:$125.00
PD Credits: 1.5
Category: Budgeting
Updated: Jun 24, 2020
Duration: 1:31:21
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.
-
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.
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
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
Learn about best practices for fiscal financial health, the financial health indicator checklist, building financial health indicators into a quarterly process, using financial health indicators for decision making, and explaining financial health to stakeholders (CAO, executive, council, public).
Includes discussion on both short and long term strategies for financial sustainability. Coverage of municipal fiscal first aid is also included.
-
Learn about best practices for fiscal financial health, the financial health indicator checklist, building financial health indicators into a quarterly process, using financial health indicators for decision making, and explaining financial health to stakeholders (CAO, executive, council, public).
Includes discussion on both short and long term strategies for financial sustainability. Coverage of municipal fiscal first aid is also included.
Learning Outcomes
Learn the key definitions related to municipal financial health
Learn the steps for a comprehensive assessment of your municipality’s financial health and long-term financial sustainability
Learn how to use municipal financial statements to assess your financial health
A review of the key financial health indicators in municipalities will be provided – a checklist template will be included
Best practices and processes related to municipal financial health
How to use financial health indicators for decision making and how to integrate them into decision making processes
How to explain financial health to stakeholders (CAO, executive, Council, public) and how to tailor financial health messaging for specific stakeholders
-
Learn the key definitions related to municipal financial health
Learn the steps for a comprehensive assessment of your municipality’s financial health and long-term financial sustainability
Learn how to use municipal financial statements to assess your financial health
A review of the key financial health indicators in municipalities will be provided – a checklist template will be included
How to use financial health indicators for decision making and how to integrate them into decision making processes
Best practices and processes related to municipal financial health
How to explain financial health to stakeholders (CAO, executive, Council, public) and how to tailor financial health messaging for specific stakeholders
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…
