Skip to content

Municipal Reserves 101

By Tim Duhamel

Municipal reserve funds serve many purposes.  This webinar covers what reserves are critical to long-term financial sustainability and how to develop a long term reserve strategy for your municipality!

Register Today!

Course Content

  1. Best practices for municipal reserve planning and the basic foundations of why municipalities have reserves
  2. Determining reserve requirements (contingency, operating, capital) and optimal balances
  3. Developing a long-term reserve strategy for financial sustainability
  4. Reserve strategy for asset management
  5. Explaining the need for reserves to Council and the public – justification for reserve funds
  6. Reserve policy – well thought out and clearly articulated reserve policies can help to overcome many challenges including reserve justification, allocation of year end surplus, and understanding optimal balances

Course Info


Price:$125.00

PD Credits: 1.5

Category: Treasury

Updated: Oct 21, 2020

Duration: 1:30:12


Course Synopsis

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

Read More/Less

About the Author

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

Read More/Less
About the Author

About the Author

Read More/Less
About the Author

About the Author

Read More/Less
MEMBERS ONLY
Register

 

Course Description

In today’s turbulent financial world, justification for reserve funds is becoming a significant issue for municipalities Canada wide.  Learn the basic foundations of why municipalities have reserves and what reserve best practices are.

Read More/Less

 

Learning Outcomes

  • Learn the basic foundations of why municipalities have reserves and what reserve best practices are

  • Learn about the analytics behind developing optimal reserve balances based on reserve requirements (contingency, operating, capital)

  • How to develop a long-term reserve strategy specific to your municipality’s needs for financial sustainability

Read More/Less

 

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.

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…

Bloom Course 6b
Bloom Course 2b
Bloom Course 3b

 

*Please use your email address as your username
I want to receive periodical newsletters