Reporting Essentials: Chart of Accounts

By Tim Duhamel, Stephanie Porter

Learn how to drive your financial information needs with a well organized and highly effective chart of accounts!

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Course Content

  1. What is a chart of accounts?
  2. An overview of the 5 areas of the chart of accounts
  3. Raw data to useful information
  4. Planning for a quality chart of accounts
  5. Best practices for chart of accounts
  6. Reporting structure
  7. ERP and financial systems
  8. Reviewing and improving the chart of accounts

Course Info


Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: Jan 22, 2020

Duration: 1:34:45


Course Synopsis

Reporting Essentials: Chart of Accounts

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

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

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About the Author

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

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.

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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

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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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