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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!

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 have already registered for the 1st webinar in the series, Auditing Essentials, who would like to take advantage of this 10-part webinar series pricing, please contact Candace Coambs directly for a partial refund at: candace.coambs@gfoa.ab.ca.

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

    New MGA – Developing a Long Term Tax Strategy (single Webinar only)

    February 13, 2019

    This is the 2nd 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!

    More Info
  • 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


  • Register Now

    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!

    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

    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!

    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

    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!

    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

    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!

    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

    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!

    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

    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!

    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

    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!

    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

    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!

    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