Automate Your Annual Financial Statements & Internal Reports 

BONUS PD Workshop at MFOA Conference in Niagara Falls!  This workshop is part one of a two part series which is designed to provide finance officers with the base level of knowledge required to begin effectively using and or implementing CaseWare in a municipal government environment. Topics Include: planning, creating new file, importing balances, annotation, tick-marks, sign-offs, document management, grouping your general ledger, create lead-sheets & supporting docs, and adjusting journal entries. 

REGISTER for September 20 @ 8:30 am – 4:30 pm in Niagara Falls 

Long-Range Financial Planning & Fiscal Tools and Measures 

BONUS PD Workshop in Niagara Falls! 

Municipalities are increasingly required to understand and quantify the long-range fiscal consequences of past and present decisions made by Council. Asset management plans, rate/fee studies, grant applications, debenture requests, and Financial Information Returns all require varying degrees of long-range financial analysis. This session will describe the key demographic, revenue and expenditure inputs required for preparing sound financial projections. The session will conclude with an interactive session identifying the top five must have financial performance measure outputs through the use of case studies. Case studies will include the Region of Peel, City of Leduc, City of Brampton and Town of Innisfil.

REGISTER for September 20 @ 1:00 pm – 4:00 pm in Niagara Falls 

Operational Asset Management – Part 2

BONUS PD Workshop in Niagara Falls! 

At last year’s MFOA pre-conference session on asset management, topics focused on “how to operationalize your plan”, including the importance of an asset register, level of service focused asset management, asset management strategy optimization and financing strategy integration.  This year, the pre-conference session will look at the next step in making your plan operational. Discussions will include:

• An overview of topics discussed last year
• Internal Governance and Ownership of the Plan
• Public Engagement and Communication
• Council Approval and Support
• Asset Management Case Study and
• Performance and Sustainability Measures to evaluate your Plan.

REGISTER for September 20 @ 1:00 pm – 4:00 pm in Niagara Falls