Workshop Registration

2019 10-Part Webinar Series Registration

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

    Session Location Time Date
    1 2019 Webinar Series 10:00 am to 11:30 am MDT January 23rd, 2019 - October 16th, 2019

    (Please choose one session you are interested in)

    * = REQUIRED

    Special Requirements

    I understand that if I have not provided any dietary restrictions on this registration form, there will be no meal substitutions allowed at the workshop.

    Registration Fees

    GFOA Members
    $1,500.00 plus GST of $75.00 for a total of $1,575.00

    Non-GFOA Members
    $1,700.00 plus GST of $85.00 for a total of $1,785.00

    GST #: 81173 4607 RT0001