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.

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Course Content

  1. Review and how-to for the reporting process
  2. Reporting framework from budget to year-end financial statements
  3. Improve efficiency and enhance accountability in financial reporting
  4. A guide to structuring your data for efficient reporting
  5. Streamline report preparation for internal and external stakeholders
  6. Management and performance reporting
  7. Link the budget and reporting process together
  8. Key issue discussions – land held for resale, accounting for grants, key accruals

Course Info


Price:$175.00

PD Credits: 1.5

Category: Reporting

Updated: Mar 13, 2019

Duration: 1:35:36


Course Synopsis

Reporting Essentials: Management and Year End Reporting

About the Author

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

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About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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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

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.

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Learning Outcomes

  • 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

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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 of financial reporting processes and core knowledge.

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…

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