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Workshops and Webinars

2019 10-Part Webinar Series

January 23, 2019 - October 16, 2019

GFOA Alberta, in cooperation with Bloom Centre for Municipal Education, is proud to bring to you a 10-part series of webinars in 2019! The curriculums have been developed with the expertise of municipal professionals and executives. The webinar series complements the in-person courses presented by Bloom and GFOA Alberta. All courses have received a rating of “excellence” from 98% of students!

Click here for the 10-Part Webinar Series Synopsis

Webinars will be presented monthly. The cost is $175 each or all 10 for $1,500. If you take advantage of the group price, you will win a free webinar in the spring analyzing the provincial budget. Free slides for Council presentation will be included.

Should you prefer, you can register for any as a single webinar only - your choice.

For any of you who missed Part 1-Auditing Essentials or Part 2-Developing a Long Term Tax Strategy, you can still take advantage of this 10-part webinar series special pricing. All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session for Part 1 and Part 2 can be sent to you.

More Info

1. Auditing Essentials, January 23, 2019 from 10:00 am to 11:30 am MST

  • Review of audit theory and best practices,
  • Project plan/audit calendar overview,
  • What questions will the auditor have and how to be prepared for them, and
  • Review key working papers

    2. New MGA – Developing a Long Term Tax Strategy, February 13, 2019 from 10:00 am to 11:30 am MST

  • New MGA changes related to commercial subclasses and the residential/commercial split ratio,
  • Developing a tax rate bylaw,
  • Tax Rate Bylaw math explain (assessment, mill rate, taxation revenue),
  • How to develop a long-term tax strategy, and
  • Public engagement, measuring and justifying tax increases and presenting tax strategies to Council and the public

    3. Reporting: Management and Year End, March 13, 2019 from 10:00 am to 11:30 am MST

  • Management and financial reporting best practices,
  • Key concepts and techniques for a successful and complete cut off, and
  • A year-end project plan and calendar-quality monthly and year-end reporting for Executive Administration, Council and the public

    4. New MGA – Inter-Municipal Collaboration Framework, April 24, 2019 from 10:00 am to 11:30 am MST

  • New MGA requirements – legislation,
  • Urban/rural perspective (regional outlook),
  • Finance implications,
  • Inter-municipal operating agreements (fire, recreation, FCSS, economic development, etc.),
  • Shared capital costs for regional projects (cost models, analysis, negotiation), and
  • Communicating the framework with administration, Council and the public

    5. Capital Budgeting 101, May 15, 2019 from 10:00 am to 11:30 am MST

  • Best practices for capital planning,
  • What is required in a long-term capital plan and capital budget,
  • Short and long-term funding concepts explained,
  • Developing a capital plan with a strategic emphasis, and
  • Capital budget decision-making (how-to’s and best practices)

    6. Treasury and Risk Management 101, June 26, 2019 from 10:00 am to 11:30 am MST

  • Best practices for financial controls,
  • Tax Collection,
  • Cash flow management,
  • Banking RFP,
  • Investment strategies for municipal financial assets, and
  • Reserves and restricted surplus strategy/policy

    7. Leadership and Management: Skills Critical for Success, July 17, 2019 from 10:00 am to 11:30 am MST

  • Review of best practices for both leadership and management – Municipal specific,
  • Leading and managing to success,
  • The key differences between leadership and management and why both are critical,
  • How leadership and management can be utilized by the finance officer to enhance organizational and career success, and
  • Based on the popular “Leadership Challenge”

    8. New MGA: Developer Levies 101, August 14, 2019 from 10:00 am to 11:30 am MST

  • Development levy theory and best practices,
  • Advantages and risks associated with development levies,
  • What key inputs are required,
  • How to calculate development charges,
  • How to write a Development Levy Bylaw, and
  • Changes to the MGA (allowances for service capital)

    9. Project Planning and Management, September 11, 2019 from 10:00 am to 11:30 am MST

  • Key concepts related to project planning,
  • Developing a project plan (resources, timelines, responsibilities, challenges),
  • Using project planning in your daily work to enhance success,
  • How to use project planning to motivate a team, and
  • Developing a process for prioritizing projects

    10. Financial Policy Development 101, October 16, 2019 from 10:00 am to 11:30 am MST

  • Review of best practices related to policy development,
  • Fundamentals of writing and concise policies,
  • Critical financial policies for municipalities,
  • The webinar will cover the requirements for 3 main policies : 1. Debt Management 2. Restricted Surplus/Reserves and 3. Year-End Surplus, and
  • Templates for policy writing will be provided

    In addition to the webinars listed above, a 3-part webinar series will be presented in the spring (dates to be confirmed) on 3-Year Operating Plan Forecasting – MGA Compliance Operational Tool ($350).

  • This will include a beginning to end educational experience that will provide a fundamental understudying of municipal operating budget forecasting
  • 1st webinar will be focused on operating budget forecasting process including a review of municipal price inflation, taxation forecasting, growth challenge estimations, staffing forecasting, and other key cost challenges,
  • The 2nd and 3rd webinar will provide hands-on education experience that will provide the student with the ability to develop a three-year forecasting/budget spreadsheet, and
  • Templates and a Bloom instruction guide will be provided

  • Register Now

    3. Reporting: Management and Year End (single Webinar only)

    March 13, 2019

    This is the 3rd webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation(s) and a link to the recorded session(s) can be sent to you.

    More Info
  • Management and financial reporting best practices,
  • Key concepts and techniques for a successful and complete cut off, and
  • A year-end project plan and calendar-quality monthly and year-end reporting for Executive Administration, Council and the public


  • Register Now

    Long Term Capital Plan and Capital Budget Workshop - RED DEER

    April 4, 2019 - April 5, 2019

    This Capital workshop provides everything today’s municipal financial officer and executive needs to be compliant with the new MGA for long-term capital planning. This two-day intensive course will provide all the tools required to ensure your capital budget and long-term capital plan meets the needs and goals of your municipality.

    Capital planning is a critical factor in every municipality’s long term sustainability and an integral part of the strategic planning process. Guiding decision making and the achievement of community goals and objectives, careful planning enables service delivery and investment in the future of municipalities-a crucial step for survival and success, to sustain the health of financial and infrastructure assets, advance priorities and drive local and regional economies.

    Minimum attendance required will be 15.

    Costs will be $900 for Members and $1,100 for non-Members.

    To be held at the Sheraton Red Deer Hotel, 3310 - 50 Avenue in Red Deer April 4-5, 2019. Deadline to register will be March 21st.

    Click on the "More Info" link below for complete details, or, click on the "Register Now" button to register today.

    More Info

    The wide variety of topics covered in this course will give students an extensive “beginning to end experience” of capital planning, a very strong foundation to apply in their roles as financial officers. Students will be exposed to all aspects of the capital budgeting spectrum - learning how to build a capital budget from scratch, the development of a long term capital plan, and how to develop both short-term funding plans and long term funding strategies. Legislation, capital plan structure, annual processes, advanced analytics, funding sources, funding strategies, public communication plans and asset management are just some of the topics that will build student capacity.

    Click here for the Long Term Capital Plan and Capital Budget Agenda and Synopsis

    Minimum attendance required will be 15.

    BE SURE TO LOGIN AS A MEMBER PRIOR TO REGISTERING FOR THIS WORKSHOP TO QUALIFY FOR THE MEMBER RATE. Costs will be $900 for Members and $1,100 for non-Members.

    REFUND POLICY:

    Refunds, less an administrative fee of $50 (plus GST) will be processed up to March 21st. No refunds will be granted after that date. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the change to contact information.


    Register Now

    4. New MGA - Inter-Municipal Collaboration Framework (single Webinar only)

    April 24, 2019

    This is the 4th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • New MGA requirements – legislation,
  • Urban/rural perspective (regional outlook),
  • Finance implications,
  • Inter-municipal operating agreements (fire, recreation, FCSS, economic development, etc.),
  • Shared capital costs for regional projects (cost models, analysis, negotiation), and
  • Communicating the framework with administration, Council and the public


  • Register Now

    Municipal Leadership Workshop - LETHBRIDGE

    May 1, 2019 - May 2, 2019

    This course is a custom course designed specifically for municipalities!

    Leadership is often misunderstood but is essential for municipalities to be successful! For a municipality to reach its goals, leadership must be well understood and exercised at all levels of the organization.

    All individuals can be leaders in their roles ranging from municipal Council's, to leads of small department branches, to those with no staff at all! This course is, in part, based on the popular "Leadership Challenge" and is about mobilizing others to get extraordinary things done. This course will highlight the practices leaders use to transform values into action, vision into realities, obstacles into innovations, separateness into solidarity, and risks into rewards. It is a customized course that is fully focused on the municipal world. How your area fits and how your leadership can make a difference in the success of your municipality. Examples of municipal success will be part of the course curriculum.

    Minimum attendance required will be 15.

    Costs will be $900 for Members and $1,100 for non-Members.

    To be held at the Holiday Inn, 2375 Mayor Magrath Drive South in Lethbridge. Deadline to register will be April 17th.

    Click on the "More Info" link below for complete details, or, click on the "Register Now" button to register today.

    More Info

    This two-day comprehensive leadership course will provide value for urban and rural municipalities of all sizes and student levels. The wide variety of topics covered in this course will give students an extensive understanding of municipal leadership and practices that can be used every day and can vastly improve the chances for success to achieve goals. Leadership is an essential component of professional development for all municipal professionals. Value and learning outcomes will be:

  • Leadership defined and the context in municipal government,
  • Municipal fundamentals and foundation for achievement,
  • The “business” of municipal government and how leadership is essential for success,
  • Turning a strategic plan into reality through leadership,
  • Engage yourself and the people you lead through essential leadership practices,
  • Learn how to “lead from behind”. Be a leader without position authority, and
  • Build your credibility as a leader and find your voice.

    Click here for the Municipal Leadership Workshop Agenda and Synopsis

    Minimum attendance required will be 15.

    BE SURE TO LOGIN AS A MEMBER PRIOR TO REGISTERING FOR THIS WORKSHOP TO QUALIFY FOR THE MEMBER RATE. Costs will be $900 for Members and $1,100 for non-Members.

    REFUND POLICY:

    Refunds, less an administrative fee of $50 (plus GST) will be processed up to April 17th. No refunds will be granted after that date. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the change to contact information.

  • Register Now

    5. Capital Budgeting 101 (single Webinar only)

    May 15, 2019

    This is the 5th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • Best practices for capital planning,
  • What is required in a long-term capital plan and capital budget,
  • Short and long-term funding concepts explained,
  • Developing a capital plan with a strategic emphasis, and
  • Capital budget decision-making (how-to’s and best practices)


  • Register Now

    Municipal Fundamentals - LETHBRIDGE

    June 18, 2019 - June 20, 2019

    The Municipal Fundamentals Workshop is a comprehensive 3-day course which is designed to educate the finance officer who is new to municipal operations, advance the finance officer who has a desire to move up in municipal finance, or refresh the knowledge of the finance officer who has experience in municipal finance with Frank Saccucci presenting.

    Minimum attendance required will be 15.

    Costs will be $1,100 for Members and $1,300 for non-Members.

    To be held at the Holiday Inn, 2375 Mayor Magrath Drive South in Lethbridge June 18-20, 2019. Deadline to register will be June 11th.

    More Info

    This workshop is being offered to fulfill the need for a local government finance course that covers essential municipal finance concepts, as well as advising participants of what is important and providing the basic "how to", and best practice information.

    Click here for a synopsis on the workshop and details on the presenter for the Municipal Fundamentals workshop

    REFUND POLICY:

    Refunds, less an administrative fee of $50 (plus GST) will be processed up to June 4th. No refunds will be granted after that date. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the change to contact information.


    Register Now

    Municipal Fundamentals - LEDUC

    June 25, 2019 - June 27, 2019

    The Municipal Fundamentals Workshop is a comprehensive 3-day course which is designed to educate the finance officer who is new to municipal operations, advance the finance officer who has a desire to move up in municipal finance, or refresh the knowledge of the finance officer who has experience in municipal finance with Frank Saccucci presenting.

    Minimum attendance required will be 15.

    Costs will be $1,100 for Members and $1,300 for non-Members.

    To be held at the West Western Premier Denham Inn & Suites, 5207 - 50 Avenue in Leduc June 25-27, 2019. Deadline to register will be June 17th.

    More Info

    This workshop is being offered to fulfill the need for a local government finance course that covers essential municipal finance concepts, as well as advising participants of what is important and providing the basic "how to", and best practice information.

    Click here for a synopsis on the workshop and details on the presenter for the Municipal Fundamentals workshop

    REFUND POLICY:

    Refunds, less an administrative fee of $50 (plus GST) will be processed up to June 10th. No refunds will be granted after that date. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the change to contact information.


    Register Now

    6. Treasury and Risk Management 101 (single Webinar only)

    June 26, 2019

    This is the 6th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • Best practices for financial controls,
  • Tax Collection,
  • Cash flow management,
  • Banking RFP,
  • Investment strategies for municipal financial assets, and
  • Reserves and restricted surplus strategy/policy


  • Register Now

    7. Leadership and Management: Skills Critical for Success (single Webinar only)

    July 17, 2019

    This is the 7th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • Review of best practices for both leadership and management – Municipal specific,
  • Leading and managing to success,
  • The key differences between leadership and management and why both are critical,
  • How leadership and management can be utilized by the finance officer to enhance organizational and career success, and
  • Based on the popular “Leadership Challenge”


  • Register Now

    8. New MGA: Developer Levies 101 (single Webinar only)

    August 14, 2019

    This is the 8th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • Development levy theory and best practices,
  • Advantages and risks associated with development levies,
  • What key inputs are required,
  • How to calculate development charges,
  • How to write a Development Levy Bylaw, and
  • Changes to the MGA (allowances for service capital)


  • Register Now

    9. Project Planning & Management (single Webinar only)

    September 11, 2019

    This is the 9th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • Key concepts related to project planning,
  • Developing a project plan (resources, timelines, responsibilities, challenges),
  • Using project planning in your daily work to enhance success,
  • How to use project planning to motivate a team, and
  • Developing a process for prioritizing projects


  • Register Now

    10. Financial Policy Development 101 (single Webinar only)

    October 16, 2019

    This is the 10th webinar in the 10-part Webinar series. Please click on More Info below for the details to be covered in this webinar. If you would like to take just this single webinar, please click on the red "Register Now" button below!

    If you would like to take advantage of special pricing for the full 10-part Webinar Series, go to the 2019 10-Part Webinar Series above for the full package pricing! All 10 in this webinar series will be recorded. Both the presentation and a link to the recorded session(s) can be sent to you.

    More Info
  • Review of best practices related to policy development,
  • Fundamentals of writing and concise policies,
  • Critical financial policies for municipalities,
  • The webinar will cover the requirements for 3 main policies : 1. Debt Management 2. Restricted Surplus/Reserves and 3. Year-End Surplus, and
  • Templates for policy writing will be provided


  • Register Now

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    Conferences

    Alberta

    June 2, 2019 - June 5, 2019 Edmonton Conference at the River Cree Resort and Casino
    Conference_2019_First_Ad_Nov23.pdf
    Register Now

    June 7, 2020 - June 10, 2020 Red Deer Conference at the Sheraton Red Deer Hotel

    No conference materials to display.


    May 30, 2021 - June 2, 2021 Banff Conference at the Fairmont Banff Springs Hotel

    No conference materials to display.


    Downloads

    Previous Conference Reference Materials

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    BC

    Date Location
    May 29, 2019 - May 31, 2019 Fairmont Empress, Victoria, BC More Info

    International

    Date Location
    May 19, 2019 - May 22, 2019 Los Angeles, California at the Los Angeles Convention Center
    May 17, 2020 - May 20, 2020 New Orleans, Louisiana at the Ernest N. Morial Convention Center
    June 27, 2021 - June 30, 2021 Chicago, Illinois at the Hyatt Regency & Swiss Hotel Chicago
    June 5, 2022 - June 8, 2022 Austin, Texas at the Neal Kocurek Memorial Austin Convention Center

    Western Canada

    Date Location
    October 2, 2019 - October 4, 2019 Vancouver Airport Sheraton, Vancouver, BC More Info