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.

Register Today!

Course Content

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

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:$75.00

PD Credits: 1.5

Category: Reporting

Updated: Mar 13, 2019

Duration: 1:35:08

Course Synopsis

About the Author

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

Read More/Less

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 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.

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.

Read More/Less

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.
This webinar will provide essential knowledge to ensure financial reporting provides a solid foundation for decision making in your municipality.

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

Read More/Less

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
- 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…

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.

Who Should Attend?

Register Today!

In Alberta (GFOA)

BLOOM can customize courses for your needs.

Some topics include:

Financial Planning & Management
- 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

Strategic Business Planning
- Strategic plan facilitation and development
- Business plan facilitation and development
- Situational consulting and strategy development
- Facility project plans and feasibility studies

Education & Mentorship
- CAO mentorship and education
- Finance officer mentorship and education
- Council orientation and education
- Environmental education
- Communication and writing mentorship

Project & Change Management
- Project plans
- Change management plans and facilitation
- Services reviews

Advocacy
- Representation and negotiations
- Intermunicipal agreement reviews, frameworks and facilitation
- Intermunicipal negotiations

Communications
- 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

Environment
- Environmental education
- Environmental communication plans and strategies
- Climate change adaptation plan development
- Environmental strategic planning
- Environmental grant research and support

Questions? Get in touch…

Reporting Essentials: Management and Year End Reporting

Learn how to ensure financial reporting provides a solid foundation for decision making in your municipality.

Register Today!

Course Content

Course Info

Price:$75.00

PD Credits: 1.5

Category: Reporting

Updated: Mar 13, 2019

Duration: 1:35:08

Course Synopsis

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

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

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.

Course Description

This webinar will provide essential knowledge to ensure financial reporting provides a solid foundation for decision making in your municipality.

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

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…

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.

Register Today!

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…