Treasury and Risk Management 101

By Tim Duhamel, Hugh Bell

Learn how to manage money efficiently and effectively, as well as how to manage ongoing risks in an organization.

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Course Content

  1. Fundamentals of cash management
  2. How to invest municipal funds to minimize risk while maximizing returns
  3. Debt Management – responsible use of debt as a tool for capital planning
  4. Reserves – optimal reserve balances/justification, how to manage reserves, reserve policy
  5. Benefits of risk management
  6. How to develop risk management policy
  7. Key Areas of Risk – theft prevention, property risk, vandalism, disaster, weather

Course Info


Price:$175.00

PD Credits: 1.5

Category: Treasury/Risk

Updated: Jun 26, 2019

Duration: 1:40:05


Course Synopsis

Treasury and Risk Management 101

About the Author

Tim Duhamel is the founder and President of Bloom Centre of

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About the Author

Hugh Bell is an associate of Bloom CME providing educational workshops

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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

Treasury management ensures that money is properly managed, tracked and accounted for in an effective and efficient manner.  The security of the municipal purse is paramount to ensuring municipalities can pay for essential services while achieving long-term goals and objectives.

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Learning Outcomes

  • Cash Management – fundamentals and tools required for optimal cash use

  • Investments – how to invest municipal funds to minimize risk while maximizing returns

  • Debt Management – responsible use of debt as a tool for capital planning

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Who Should Attend?

The webinar focus is on the professional development needs of any municipal financial professional and senior executive.

The variety of topics covered in this webinar will give students a basic understanding of the establishment and maintenance of the treasury area providing a strong foundation to apply in their roles as financial officers.

BLOOM can customize courses for your needs.

Some topics include:

Questions? Get in touch…

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