Reporting Essentials: Management and Year End Reporting
By Stephanie Porter, Tim Duhamel
Learn how to ensure financial reporting provides a solid foundation for decision making in your municipality.
- Review and how-to for the reporting process
- Reporting framework from budget to year-end financial statements
- Improve efficiency and enhance accountability in financial reporting
- A guide to structuring your data for efficient reporting
- Streamline report preparation for internal and external stakeholders
- Management and performance reporting
- Link the budget and reporting process together
- Key issue discussions – land held for resale, accounting for grants, key accruals
PD Credits: 1.5
Updated: Mar 13, 2019
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
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.
External financial reporting is the primary means through which a government demonstrates accountability to its residents. When viewed as part of an integrated system of budget, internal and external reporting, municipalities can turn financial reporting into a routine and create more time in the reporting cycle for analysis and enhancements.
This webinar will provide essential knowledge to ensure financial reporting provides a solid foundation for decision making in your municipality.
A beginning to end review and how-to for the reporting process (strategic plan to year end)
Learn a practical, integrated reporting framework from budget to year-end financial statements
How to improve efficiency and enhance accountability in financial reporting
How to structure your data for efficient reporting
Templates to streamline report preparation for internal and external stakeholders
Management and performance reporting – drive success in the organization with quality decision making information
How to link the budget and reporting process together for streamlining and success
Key issue discussions – land held for resale, accounting for grants, key accruals and much more…