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Conferences

Alberta

June 2, 2019 - June 5, 2019 Edmonton Conference at the River Cree Resort

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

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

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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
September 12, 2018 - September 14, 2018 Winnipeg, Manitoba at the Fairmont Winnipeg More Info

Workshops and Webinars

2018 Treasury, Risk Management and Investments Workshops

September 6, 2018 - September 8, 2018

This new workshop for 2018 is presented by Tim Duhamel and Hugh Bell.

The treasury area is critical in a municipality to ensure that money is properly managed, tracked and accounted for in an efficient manner. The security of the municipal purse is paramount to ensure the municipality can pay for services in its long-term goals and objectives.

This course will be a three-day comprehensive treasury course that will provide value for both urban and rural municipalities of all sizes and student levels.

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

Session 2 - Holiday Inn, Grande Prairie September 6-8, 2018.

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

More Info

The wide variety of topics covered in this course will give students an extensive understanding of establishing and maintaining the treasury area and provide a strong foundation to apply in their roles as financial officers.

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 Treasury and Risk Management Synopsis

For Session 2 -A room rate of $159.99, plus tax/night is being offered for Attendees at the Holiday Inn & Suites, 9816 - 107 Street, Grande Prairie. To book a room, please call Reservations at: 1-877-660-8550 or locally at: 780-402-6886. Last day for room rate is August 6, 2018.


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2018 Budget Analyst Academy Workshop

September 12, 2018 - September 14, 2018

This is the sixth 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 $1,200 for Members and $1,500 for non-Members.

Session 1 will be at the Best Western Plus in Leduc September 12-14, 2018.

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 $1,200 for Members and $1,500 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 29th.

REFUND POLICY:

Refunds, less an administrative fee of $50 (plus GST) will be processed up to September 5, 2018. 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.


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2018 Leadership for Municipal Professionals Workshops

September 25, 2018 - September 27, 2018

This new workshop for 2018 is presented by Tim Duhamel. Leadership is often misunderstood but is essential for municipalities to be successful.

This three-day, comprehensive leadership course will provide value for urban and rural municipalities of all sizes and student levels. It will have a particular focus on the role of finance and the financial officer. 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.

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

Holiday Inn in Canmore September 25-27, 2018.

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

More Info

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 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 Leadership Synopsis

A room rate of $180, plus tax/night is being offered for Attendees at Holiday Inn Canmore, 1 Silvertip Trail, Canmore. To book a room, please call Reservations: 1-888-HOLIDAY or locally at 403-609-4422. Last day for this room rate is August 11, 2018.


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2018 Preparing Audit Working Papers Webinar

September 28, 2018

This is the first time GFOA is offering this via webinar presented by BDO Canada LLP. Learn the most efficient and effective ways to prepare audit working papers. Click on the "More Info" link for complete details, or, click on the "Register Now" button to register for this webinar.

More Info

Learn the most efficient and effective ways to prepare working papers, NOW WITH GST OPPORTUNITIES AND PITFALLS FOR MUNICIPALITIES.

WORKSHOP OBJECTIVES: To train municipal staff in preparing effective working papers for the annual audit in a way that minimizes their time and effort, while providing the auditors with exactly what is needed to perform their audit effectively. To provide municipal training staff with information related to possible GST opportunities and pitfalls within their organization.

WHO SHOULD ATTEND:

  • Local government staff who are responsible for, or participate in, the preparation of audit working papers

  • BENEFITS OF ATTENDING - Participants can expect to:

  • Gain an understanding of what is required of them by their auditors
  • Learn best practices in preparing audit working papers
  • Save time in preparing for the audit
  • Make use of advice from auditors, and
  • Avoid extra audit fees caused by incomplete preparation
  • Learn about possible GST opportunities and pitfalls within their organization
  • THE COURSE WILL COVER:

  • Purpose and benefits of an audit
  • Components of an audit
  • Working papers for assets and liabilities
  • Working papers for revenues and expenditures
  • Time savers
  • Managing cut-off, and
  • Retention policy
  • GST opportunities and pitfalls
  • These topics will be presented in a 1-day session utilizing a mix of presentation and group discussion.

    Class size has a minimum of 15 participants. BE SURE TO LOGIN AS A MEMBER PRIOR TO REGISTERING FOR THIS WORKSHOP TO QUALIFY FOR THE MEMBER RATE. Costs will be $250 for Members and $300 for non-members.


    Register Now

    2018 Long Term Financial Planning Workshops

    October 3, 2018 - October 5, 2018

    Explore the framework and key components of successful long-term financial planning, and learn how to design and lead a long-term financial planning process that is tailored to meet the specific economic and available resources of your municipality with Tim Duhamel presenting.

    Costs will be $1,275 for Members and $1,575 for non-Members.

    Royal Hotel, Lloydminster October 3-5, 2018.

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

    More Info

    This workshop is designed for local government finance professionals and will be of interest to finance officers and staff, budget preparers, senior management and other responsible for, or interested in local government long-term financial planning.

    The Long-Term Financial Planning workshop builds on the Alberta Intermediate Budget course, Municipal Budgeting Alberta 'Best Practices' and advanced budget course, Budget Analyst Academy. References to relevant background material in the respective training manuals will be made as appropriate, and it is recommended that these course be taken prior to attend this Long-Term Financial Planning workshop.

    This workshop is based on the processes and best practices outlined by GFOA International in the book “Financing the Future: Long-Term Financial Planning for Governments” and in their best practice standards. This book along with a comprehensive course manual covering all workshop material is provided. Advance review of these materials is not required.

    In addition to gaining technical knowledge the student can expect to gain an appreciation that long-term financial planning is modular in nature and can be approached in a number of ways. As a result students will be better equipped to design and lead a long-term financial planning process that is responsive to the municipalities current realities and available resources.

    Click here for the Long Term Financial Planning Synopsis.

    BE SURE TO LOGIN AS A MEMBER PRIOR TO REGISTERING FOR THIS WORKSHOP TO QUALIFY FOR THE MEMBER RATE. Costs will be $1,275 for Members and $1,575 for non-Members.

    A room rate of $90, plus tax/night is being offered for Attendees at the Royal Hotel, 5620 - 44 Street, Lloydminster. To book a room, please call 780-875-6113 and quote Group #2337. Last day for room rate is September 25, 2018.

    Participants will have the option to download the documentation to their laptops, iPads and other devices, or choose to print off the documentation as their preference.

    Class size is limited so book early to avoid disappointment.

    REFUND POLICY:

    Refunds, less an administrative fee of $50 (plus GST) will be processed up 14 days prior to the start of each workshop. The GFOA International's book ($75 charge included in the registration) is not refundable. After the deadline date, no refunds will be granted. However, you may send someone in your stead by notifying Candace Coambs at candace.coambs@gfoa.ab.ca with the new contact information.


    Register Now

    2018 Capital Budgeting and Planning Workshops

    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.

    Session 2 - will be 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

    For Session 2 - 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.


    Register Now

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