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2018 Capital Budgeting and Planning Workshop - LETHBRIDGE

November 7, 2018 - November 9, 2018

This the first offering of this new workshop presented by Tim Duhamel. Joining Mr. Duhamel at the Edmonton workshop, will be guest presenter Jeff Dyck, Director of Financial Planning from Parkland County. 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.

This three-day, comprehensive capital planning course will provide value for urban and rural municipalities of all sizes and student levels. Tim Duhamel, the course instructor, has personally applied the theories and developed many of the practical tools that make up the course curriculum. He has utilized the course material firsthand in towns, cities and large specialized municipalities with populations ranging from 1,200 to 100,000 and annual capital budgets from $2 million to $150 million. Duhamel is experienced in developing 5, 10 and 30 year capital plans in excess of 1 billion dollars. His expertise spans budget development, funding and financing, planning, justification and approval, purchasing, construction, operation and maintenance.

Target audience

This course is intended for beginner, intermediate, and advanced financial officers. Concepts will span from easy to advanced levels to build understanding and hone progressive tools and methods, offering value for each student in attendance regardless of their level of education.

Costs will be $1,200 for Members and $1,500 for non-Members.

To be held at the Holiday Inn Lethbridge in Lethbridge November 7-9, 2018.

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

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.

Duhamel will discuss recent best practices and share his custom-built tools for delivering practical and successful capital planning. Real and relevant examples will highlight the theory and implementation of methods discussed.

This course will span three days and cultivate team engagement in a welcoming and motivational atmosphere. The instructor’s knowledge and understanding of the municipal environment will support and encourage students to share their challenges, successes and thoughts for an interactive and rewarding experience.

With the understanding that financial officers in small municipalities face many unique duties and expectations, special consideration of content will ensure that students from smaller municipalities can utilize the information even with limited human and or financial resources.

Minimum attendance required will be 10.

BE SURE TO LOGIN AS A MEMBER PRIOR TO REGISTERING FOR THIS WORKSHOP TO QUALIFY FOR THE MEMBER RATE. Costs will be $1,200 for Members and $1,500 for non-Members.

Click here for the Capital Planning Workshop Agenda

A room rate of $149, plus taxes is being offered for Attendees for the Lethbridge location. To book a room, please call the Holiday Inn Lethbridge, 2375 Mayor Magrath Drive South, Lethbridge. Reservations at 1-877-233-1233 or locally at: 403-380-5050 and say you are with the Government Finance Officers Association. Deadline for room reservations will be October 6th.

Refunds, less an administrative fee of $50 (plus GST) will be processed up to October 23, 2018 for Session 2. No refunds will be granted after the dates listed. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the change in contact information.


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International

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May 19, 2019 - May 22, 2019 Los Angeles, California at the Los Angeles Convention Center
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