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MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

Training Calendar 2013

www.mfoa.on.ca

Workshops and Courses • Municipal Finance 101: A Fundamentals Course • Development Charges 101: Back to Basics • CNAM and MFOA present “The Incredible Journey to Implementing Asset Management” • Best Practices in Water Rates and Cost Recovery • How to Prepare Effective Audit Working Papers Webinar Series • Linking your FIR to your Financial Statements to Optimize Data Management • OGRA and MFOA present “Five Steps to Developing your Asset Management Plan” 1. Getting Started on your Asset Management Plan: Scope and Strategy 2. What do I Need to Build an Asset Management Plan: Data Review 3. Assessing the State of Your Infrastructure 4. Funding Your Asset Management Plan: Financial and Technical Strategy 5. Accountability and your Asset Management Plan: Are Service Levels Being Met? • How to Write an Effective RFP • How to Build an Organisational Planner: From Flow Charts to Workflow


2013 Training Calendar At A Glance

MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

The following calendar provides information about MFOA’s training programs 2013. Please visit MFOA’s Training and Events tab at www.mfoa.on.ca for complete details on these and other training programs as new content is added regularly. March 21, 26, 28 Webinar: Linking your FIR to your Financial Statements

May 15 (Brampton) Workshop: Development Charges 101: Back to Basics

April 9 Webinar: OGRA/MFOA’s Getting Started on your Asset Management Plan: Scope and Strategy

May 28 (Niagara Falls) Workshop: CNAM / MFOA’s The Incredible Journey to Implementing Asset Management

April 16 Webinar: OGRA/MFOA’s What do I Need to Build an Asset Management Plan: Data Review

June 4, 5 Webinar: How to Build an Organisational Planner: From Flow Charts to Workflow

April 17, 18 (Thunder Bay) Course: Municipal Finance 101: A Fundamentals Course

September 25 – 27 (Deerhurst Resort, Muskoka) MFOA’s Annual Conference and AGM

April 23 Webinar: OGRA/MFOA’s Assessing the State of Your Infrastructure April 24, 25 (Kingston) Course: Municipal Finance 101: A Fundamentals Course April 30 Webinar: OGRA/MFOA’s Funding Your Asset Management Plan: Financial and Technical Strategy May 14 Webinar: OGRA/MFOA’s Accountability and your Asset Management Plan: Are Service Levels Being Met? May 8, 14 Webinar: How to Write an Effective RFP

October 22 (Brampton) Best Practices in Water Rates and Cost Recovery October 24 (Kingston) Best Practices in Water Rates and Cost Recovery November 12, 13 (Brampton) Course: Municipal Finance 101: A Fundamentals Course November 21 (London) Workshop: How to Prepare Effective Working Audit Papers November 26 (Richmond Hill) Workshop: How to Prepare Effective Working Audit Papers November 28 (Kingston) Workshop: How to Prepare Effective Working Audit Papers

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For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


Municipal Finance 101: A Fundamentals Course Two Day Course

MFOA

April 17, 18 - Thunder Bay April 24, 25 - Kingston November 12,13 - Brampton

MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

Course Overview:

MFOA’s Municipal Finance 101 is designed to provide participants with a foundation in the fundamentals of municipal finance including the legislation that impacts your role as finance officers in Ontario. MFOA has developed this course to offer a good understanding of the core areas of focus within the role of the finance officer and includes strategies and tools to manage these responsibilities in your day-to-day role. This course is an intensive two days of learning the practical, financial administration and management required to succeed as an effective municipal finance officer and steward of public funds. Topics will be presented through a combination of presentation, group discussion and hands-on exercises.

Who Should Attend: • • •

New Municipal Finance Employees, Municipal Finance Managers Provincial employees looking for a better understanding of municipal finance issues Stakeholders involved in public sector financial management

What You Will Learn: • • • • • • •

Overview of the municipal sector: background, structure, service responsibilities Review of the Municipal Act Intergovernmental Finance: role and review of the transfer system The fundamentals of accounting and financial reporting, PSAB compliance Debt and investment strategies Best practices and principles of long-term financial planning and capital planning And much more!

Tools and Takeaways: You will leave this course with useful reference materials and templates that can be used in your everyday role in municipal finance. About Your Course Leaders:

MFOA’s Municipal Finance 101 course is delivered by a host of leading industry professionals bringing with them decades of acquired knowledge and experience. A complete roster of speakers will be available soon.

CPE CREDITS:

This course is eligible for continuing professional education credits. Please check with your professional association to confirm the number of credits for your personal CPD record. Registration: Click here to register online or see registration form at the back of this calendar.

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For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


Development Charges 101: Back to Basics MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

May 15 - Brampton Workshop Overview:

Most DC By-laws expire in 2014 – time to start the update process! This workshop is designed to provide a step-by-step review of what is important to consider when updating your DC process. You will learn from case study examples including how and when to provide information to Council.

Who Should Attend:

This session is invaluable for key staff in all departments who provide important data and insights that support the development charges process and, ultimately, the DC by-law adopted by Council. • Finance • Department Directors, Managers; Public Works, Planning, Recreation, Fire, Library, Water etc. • Elected Officials

What You Will Learn: • • • • • • •

Overview of Development Charges Legislation: How to understand it What is involved, how to plan? Departmental responsibilities and linkages to projects and funding, what does the process look like? DC Collections, Credits, Exemptions DC Policy Considerations DC By-Law Implementation and Adoption After the by-law is adopted: • Managing the DC Reserve Fund – what can be funded and how much? • Levying the charge against new and unique land uses – ie. wind turbines • How to handle s.20 complaints

Tools and Takeaways: You will leave this course with useful reference materials for managing the

DC process.

Group Size: This workshop is limited to 30 delegates to facilitate group exercises and learning. About Your Workshop Leader:

Hemson Consulting Ltd. was incorporated in 1983. The firm specializes in public policy advice in the areas of municipal finance, development planning, demographic and economic forecasting, and real estate valuation. The staff includes finance professionals, planners, demographers, real estate specialists and economists. Hemson is one of the leading consulting firms in the field of municipal finance with development charges being a core component of their practice.

CPE CREDITS:

This course is eligible for continuing professional education credits. Please check with your professional association to confirm the number of credits for your personal CPD record. Registration: Click here to register online or see registration form at the back of this calendar. 4

For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


Asset Management Series

The Incredible Journey to Implementing Asset Management

MFOA

Presented by CNAM and MFOA

MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

May 28 - Niagara Falls

www.mfoa.on.ca

Workshop Overview:

The importance of having an Asset Management Plan has never been greater now that the Province of Ontario has made the availability of future funding contingent on having an Asset Management Plan in place. This workshop will provide practical tools and tested techniques in developing asset management plans for your tangible capital assets. MFOA is pleased to be partnering with The Canadian Network of Asset Managers (CNAM) in the presentation of this workshop.

Who Should Attend:

This workshop is designed for Finance Managers responsible for managing tangible capital assets. Chief Financial Officers, Municipal Clerks, Treasurers, Asset Managers and Maintenance Managers.

What You Will Learn: • • •

Lessons learned from fellow municipalities Best practices from practitioners who have completed their plans What data to use, and where to start on your asset management plans

Tools and Takeaways: You will leave this workshop with useful reference materials to assist in the financial management reporting of your assets. Group Size: This workshop is limited to 50 delegates to facilitate group exercises and learning. About your Workshop Leaders:

This workshop will be delivered by a host of leading industry professionals and a national best practice case study. A complete roster of speakers will be available soon.

CPE CREDITS:

This course is eligible for continuing professional education credits. Please check with your professional association to confirm the number of credits for your personal CPD record.

REGISTER HERE

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For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


Best Practices in Water Rates and Cost Recovery MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

October 22 - Brampton October 24 - Kingston

Workshop Overview:

Municipalities are facing the complex task of assessing and setting water (and wastewater) rates that will meet a range of expectations: affordability to users, high quality of service, and long-term infrastructure requirements. Where do you begin to build a rate that meets these needs and accounts for emerging or unforeseen issues in future? This interactive workshop will address the key considerations you need to know when setting your water (and wastewater) rates and planning for future expenditures.

Who Should Attend:

This workshop is designed for Treasurers, Finance Officers, and Water/Wastewater Department Managers responsible for establishing budgets and setting rates.

What You Will Learn: • • • • • • • •

Overview of the legislative requirements (existing and emerging) What you need to know about the different approaches to setting rates Pros and Cons of these approaches Best Practices for Administration, Governance, Finance and Operations Long-term Financial Planning considerations: reserves, maintenance and sustainability Moving towards full cost recovery Conservation initiatives and impacts on revenue recovery Strategies for communicating rate considerations with Council and the public

Toolkit: You will leave this workshop with tools to assist you in assessing and setting water (and wastewater) rates and approaches to use for long term operating and capital planning. Group Size: This workshop is limited to 50 delegates to facilitate group exercises and learning. About Your Course Leaders:

Authors of the recent AMO report “Towards Full Cost Recovery: Best Practices in Cost Recovery for Municipal Water and Wastewater Services”, Watson & Associates Economists is one of Canada’s leading economic consulting firms and is widely recognized as a leading authority on the fiscal aspects of the municipal government and school board sector. Dillon Consulting Limited, an international, Canadian owned professional consulting engineering organization specializes in the Government Sector in all regions of Canada for over 65 years.

CPE CREDITS:

This course is eligible for continuing professional education credits. Please check with your professional association to confirm the number of credits for your personal CPD record. Registration: Click here to register online or see registration form at the back of this calendar. 6

For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


How to Prepare Effective Audit Working Papers MFOA

November 21 - London November 26 - Richmond Hill November 28 - Kingston

MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

Workshop Overview:

This workshop is specifically designed 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.

Who Should Attend:

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

What You Will Learn: 1. 2. 3. 4. 5. 6. 7.

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 Retention policy

Toolkit: These topics will be presented in a one day session utilizing a mix of presentation and group discussion. It is strongly recommended that you bring your laptop as all of the materials and exercises will be in electronic format.

Benefits of Attending: • • • • •

Gain an understanding of what is required of you by your auditors Learn best practices in preparing audit working papers Save time in preparing for the audit Make use of advice from auditors Avoid extra audit fees caused by incomplete preparation

Group Size: This workshop is limited to 50 delegates to facilitate group exercises and learning. CPE CREDITS:

This course is eligible for continuing professional education credits. Please check with your professional association to confirm the number of credits for your personal CPD record. Registration: Click here to register online or see registration form at the back of this calendar. 7

For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


Webinar Series 2013 MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

Select from the webinars below for complete details on these sessions and register today! March • Linking your FIR to your Financial Statements to Optimize Data Management April • OGRA and MFOA present “Five Steps to Developing your Asset Management Plan” 1. Getting Started on your Asset Management Plan: Scope and Strategy 2. What do I Need to Build an Asset Management Plan: Data Review 3. Assessing the State of Your Infrastructure 4. Funding Your Asset Management Plan: Financial and Technical Strategy May • OGRA and MFOA present “Five Steps to Developing your Asset Management Plan” 5. Accountability and your Asset Management Plan: Are Service Levels Being Met? • How to Write an Effective RFP June • How to Build an Organisational Planner: From Flow Charts to Workflow ________________________________________________________________________ How to Register for MFOA Webinars?

Space is limited at these sessions so book your place today!

1. Click on the links above to register for MFOA webinars. 2. Once you have completed the registration, a confirmation email will be sent to you with the link and instructions for joining the session. 3. Please join 10 – 15 minutes early. When you click on the link, if you are prompted to ‘allow’, ‘run’, or ‘download’ anything please go ahead and do so. * *If you have any trouble joining the session please call GoToTraining support at 800-2636317

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For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


REGISTRATION DETAILS MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

How to Register for workshops and courses:

1 Register online at www.mfoa.on.ca

Available to MFOA Memers with a valid username, password and credit card.

2 Complete registration form and return to MFOA offices with cheque payable to the Municipal Finance Officers’ Association.

3 Complete registration

form with credit card information and and return to MFOA offices either by mail or fax (416) 362-9226.

Session Information:

1. All workshop and course registrations include continental breakfast, coffee breaks and lunch. 2. Registration begins at 8:00 a.m. 3. Unless noted otherwise, all sessions start at 8:30 a.m. The moderator may delay the start due to adverse weather or traffic conditions. 4. Sessions generally finish by 4:00 p.m. 5. Confirmations are sent to all registrants. If you register and do not receive a confirmation, please contact our offices. Please note that it can take up to five (5) business days to process your registration. 6. To register for your team discount, please send your registration forms for all team members to maryclare@mfoa.on.ca. 7. If you are registering by credit card we encourage you to register on-line. __________________________________________________________________________________

Refund and Cancellation Policy:

Full refunds up to seven (7) business days before the start date of the training event less $50 + HST administration fee, no refunds after that day. Substitutions are allowed at anytime. Please note: If you register for a workshop or course and do not attend, you are responsible for the registration fee unless you cancel within the time period as stated. __________________________________________________________________________________

CPE CREDITS:

MFOA training events are eligible for continuing professional education credits. Please check with your professional association to confirm that this qualifies for your personal CPD record.

Need Help Registering?

Please contact Mary Clare Muirhead at 416-362-9001 x224 or e-mail maryclare@mfoa.on.ca

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For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


REGISTRATION FORM MFOA MUNICIPAL FINANCE OFFICERS’ ASSOCIATION OF ONTARIO

www.mfoa.on.ca

One-Day Workshop: Members: $300 + HST Non-Members: $440 + HST

Two-Day Course: Members: $625 + HST Non-Members: $800 + HST

Webinar: $97 + HST Online Registration Only

Team Discounts: 3 members registering for the same workshop at the same time receive 15% off the total before tax. Any additional team member registration for the same workshop receives 15% off before tax. To register for your team discount, please send your registration forms for all team members to maryclare@mfoa.on.ca.

REGISTRATION AND COURSE SELECTIONS Course(s) Name

Price

HST Total Name: Title: Municipality/Organisation: Address: City Postal Code: Phone: Email:

PAYMENT INFORMATION Visa Mastercard Cheque

Fax:

Name of Cardholder: Card Number: Expiry Date: Signature:

Please return this form by fax or by email: Fax: 416 362-9226 Email: maryclare@mfoa.on.ca Mail Cheques to: 2169 Queen Street East, 2nd Floor Toronto, ON M4L 1J1 Attn: Mary Clare Muirhead 10

For more information on any of our training programs please visit www.mfoa.on.ca or call 416-362-9001


Training Calendar 2013