Reporting Essentials: Chart of Accounts
By Tim Duhamel
Learn how to drive your financial information needs with a well organized and highly effective chart of accounts!
Register Today!
Course Content
- What is a chart of accounts?
- An overview of the 5 areas of the chart of accounts
- Raw data to useful information
- Planning for a quality chart of accounts
- Best practices for chart of accounts
- Reporting structure
- ERP and financial systems
- Reviewing and improving the chart of accounts
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- What is a chart of accounts?
- An overview of the 5 areas of the chart of accounts
- Raw data to useful information
- Planning for a quality chart of accounts
- Best practices for chart of accounts
- Reporting structure
- ERP and financial systems
- Reviewing and improving the chart of accounts
June 16, 2021
10:00 AM – 11:30 AM MST
Course Info
Price:$125.00
PD Credits: 1.5
Category: Reporting
Updated: June 16, 2021
Duration: 1:32:57
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Updated: June 16, 2021
Time: 10:00 AM – 11:30 AM MST
Course Synopsis
Course Info
Price:$175.00
PD Credits: 1.5
Category: Reporting
Updated: Jan 22, 2020
Duration: 1:34:45
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.
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MEMBERS ONLY
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Course Description
This webinar covers the chart of accounts and how it works, with an overview of the 5 areas: assets, liabilities, accumulated surplus, revenue, expenses. Learn how to turn raw data into useful information, the value of an efficient and effective chart of accounts, and best practices.
Also included: reporting structure, ERP and financial systems, and chart of accounts as an improvement project that should be reviewed annually for redundancy, omissions, and value.
-
This webinar covers the chart of accounts and how it works, with an overview of the 5 areas: assets, liabilities, accumulated surplus, revenue, expenses. Learn how to turn raw data into useful information, the value of an efficient and effective chart of accounts, and best practices.
Also included: reporting structure, ERP and financial systems, and chart of accounts as an improvement project that should be reviewed annually for redundancy, omissions, and value.
Learning Outcomes
What is included in a chart of accounts and how it works to capture financial information for an organization
How the chart of accounts organizes and utilizes the 5 areas to support retrieval of useful information
The key principles of using the chart of accounts to turn raw data into valuable information and reports that support understanding, explanation and decision making in the municipal environment
The key principles of planning for a quality chart of accounts
Learn how to test your chart of accounts and determine if and where improvement is required
How to ensure financial systems are set up to effectively meet the diverse and complex needs of municipal reporting
The fundamentals of proper setup and maintenance of the chart of accounts within the financial system
Processes should be in place to test the chart of accounts and make changes as required
-
What is included in a chart of accounts and how it works to capture financial information for an organization
How the chart of accounts organizes and utilizes the 5 areas to support retrieval of useful information
The key principles of using the chart of accounts to turn raw data into valuable information and reports that support understanding, explanation and decision making in the municipal environment
The key principles of planning for a quality chart of accounts
Learn how to test your chart of accounts and determine if and where improvement is required
How to ensure financial systems are set up to effectively meet the diverse and complex needs of municipal reporting
The fundamentals of proper setup and maintenance of the chart of accounts within the financial system
Processes should be in place to test the chart of accounts and make changes as required
Who Should Attend?
The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.
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The webinar focus is on the professional development needs of any municipal financial professional and senior executive.
All municipal financial officers will benefit from having a fundamental understanding and core knowledge of all financial processes.
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…
