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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

    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. A room rate of $109, plus taxes is available for 2 Queens or 1 King bed. Deadline to register will be June 3rd.

    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

    Operating Budget Essentials Workshop - EDMONTON

    July 11, 2019 - July 12, 2019

    Here is a new and an innovative operating budget course built specifically to take on today’s complex municipal challenges. This workshop will take you from basic to advanced essentials required to be compliant with the new MGA for financial planning. This two-day intensive and energized workshop will ensure your operating budget and financial plan meets the strategies, needs and goals of your municipality.

    An investment in professional development related to the operating budget is an investment in the future of your municipality!

    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 Conference Centre Edmonton South, 4485 Gateway Boulevard in Edmonton) July 11 & 12, 2019. A room rate of $109/nightfor a King bed. The Group name is: GFO Alberta Workshop. Group Code: GFO.

    Click here for the link to register online. Deadline to register will be June 30th.

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

    More Info

    Click here for the Operating Budget Essentials 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 June 28th. 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

    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

    2019 Budget Analyst Academy Workshop - LEDUC

    September 11, 2019 - September 13, 2019

    This is the seventh offering of this opportunity to gain a comprehensive understanding of budget model and process options, key concepts and components that will support you to develop and tailor a high-quality budget for your government with Mindy Smith presenting.

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

    Session 1 will be at the Best Western Plus in Leduc September 11-13, 2019.

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

    More Info

    This 3-day workshop is designed to provide finance professionals with an in-depth understanding of budgeting and how it fits with, and supports, achievement of broader organizational goals and priorities. The workshop presents a comprehensive and practical budget development model and provides a variety of supporting templates and a 145 page Course Manual covering all areas of budgeting from preparation to development to budget monitoring and evaluation. Specific topic areas explored during the workshop include: use of departmental business plans, public participation, financial policy, long-term debt, asset management & capital planning, multi-year budgeting, budget document format & content and budget presentation.

    Click here for the Budget Analyst Academy Synopsis

    The course instructor is a Chartered Accountant with many years of experience in local government finance and has taught a wide variety of financial courses. Expect the instructor to supplement course material with real-life experience; illustrative examples; practical tips and advice.

    BE SURE TO LOGIN AS A MEMBER PRIOR TO REGISTERING FOR THIS WORKSHOP TO QUALIFY FOR THE MEMBER RATE. Costs will be $1,100 for Members and $1,300 for non-Members.

    A room rate of $109.00 (Queen or King) is available at Leduc. Please call the Best Western Plus Denham Inn & Suites, 5207 - 50 Avenue, Leduc at 780-986-2241 for those needing accommodations. Please quote Group Code GFOA091 when making your room reservations. Cutoff for room reservations will be August 30th.

    REFUND POLICY:

    Refunds, less an administrative fee of $50 (plus GST) will be processed up to August 30, 2019. No refunds will be granted after September 5th. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the change in contact information.


    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
    Utilizing_Cost_Benefit_Analysis_to_Progress_Infrastructure_Projects.pdf
    Register Now

    June 7, 2020 - June 10, 2020 Red Deer Conference at the Cambridge Red Deer Hotel & Conference Centre

    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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    International

    Date Location
    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