This skills-based, three-part module is intended to improve your skills in budget review, financial decisions, and communication about important financial matters. It will build awareness and understanding of setting budget priorities and making financial decisions, among other skills.

Part I-Setting Operating and Capital Budget Priorities

February 28 @10-11:30

• Legislative framework and Council’s role in municipal finance
• Relationship between the strategic plan and budget priorities
• Identifying and setting priorities
• Operating and Capital Budgets
• Decision making

Part II-Financial Statements and Reports

March 2 @ 10-11:30

• Interpreting Financial Statements & Reports
• Ensure proper Financial Controls are in place
• Financial Condition Index

Part III-Monitoring Budgets

March 4 @ 10-11:30

• Monitor budgets and make appropriate adjustments
• Asking staff important financial questions
• Communicating budget decisions to the public

Co-Facilitator: Bonnie Coulter, CPA, CA, Director of Corporate Services, Town of TruroFacilitator: Greg Herrett, CPA, CA, CAO, Municipality of the County of Cumberland

February 28, March 2^nd & 4^th, 2022 (10:00 – 11:30 a.m.)

Virtual Workshop using the Zoom Platform|  All sessions are interconnected, so attending all three is essential.

Registration Cost: The cost to attend is $300 if you register before February 14 and $350 after February 14, 2022

Registration for this Workshop can be found here

This Workshop can only accommodate 25 registrants and is on a first-come, first-serve basis. 

Virtual Workshop using Zoom Platform

February 28, March 2^nd, and 4^th, 2022 (1:00 – 2:30 pm)

This financial management module is designed to build awareness and understand how to create long-term financial strategies, prepare and use operating/capital budgets, review financial statements and other performance indicators, and prepare year-end statements. We will also look at best practices with respect to financial planning.

Workshop Objectives

• Ability to review, analyze and reach valid conclusions about financial statements and other indicators of a municipality's financial performance
• Understand how to gather, organize, analyze and interpret information essential to developing a long-term financial strategy
• Understand how to prepare operating and capital budgets
• Recognize the important factors when communicating budget contents to Council and the public
• Supervise the preparation of year-end reports, including audited financial statements
• Review of best practices with respect to financial management planning

Registration

To register for this module, please complete the following online registration form. *Note: If you register multiple individuals, complete one registration form per individual. We can only accommodate up to 25 participants in this Workshop, and attendance is granted on a first-come, first-serve basis. The cost to attend is $300 if you register before February 14 and $350 after February 14.  Once you have registered, a calendar appointment with a zoom link for each session will be sent to you. If you are a non-member, ask your municipality about using one of their training vouchers to get a discount. Please call Rebecca Kolstee for more information (902) 240-1857

If you wish to cancel your registration, you must adhere to the AMANS Event and Training Cancellation Policy.