Training Calendar 2014

• ManagingaCRAHSTAudit

• ReducingCosts,AddingValue:SharedServicesinOntario’sLocalPublicSector

January:

Workshops & Courses

Webinars

• FinancialReportinginMunicipalities

• FinancialReportinginMunicipalities

• FinancialReportinginMunicipalities• MunicipalFinance101:AFundamentalsCourse

February:

February:

March:

April:

• MFOAAnnualConference&AGMSeptember:

Annual Conference

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

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January 16Webinar:ManagingaCRAHSTAudit

February 5 - Thunder BayWorkshop:FinancialReportinginMunicipalities

February 12Webinar:ReducingCosts,AddingValue:SharedServicesinOntario’sLocalPublicSector

February 21 - TimminsWorkshop:FinancialReportinginMunicipalities

March 4 - GuelphWorkshop:FinancialReportinginMunicipalities

March 7 - MississaugaWorkshop:FinancialReportinginMunicipalities

March 12 - ChathamWorkshop:FinancialReportinginMunicipalities

March 19 - PeterboroughWorkshop:FinancialReportinginMunicipalities

April 2 - TrentonWorkshop:FinancialReportinginMunicipalities

April 9 - North BayWorkshop:FinancialReportinginMunicipalities

April 29 & 30 - LondonCourse:MunicipalFinance101:AFundamentalsCourse

September 24 - 26 - Niagara FallsMFOA’sAnnualConferenceandAGMEarlybirdregistrationcomingsoon!

2014 Training CalendarAt A Glance

ThefollowingcalendarprovidesinformationaboutMFOA’strainingprograms2014.PleasevisitMFOA’sTrainingtabatwww.mfoa.on.caforcompletedetailsontheseandothertrainingprogramsasnewcontentisaddedregularly.

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

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Webinar Overview:ThiswebinarisdesignedtoprovideinsightintoOakville’srecentCRAHSTauditexperiencebyprovidinginformationconcerningtimingandscopeoftheaudit,areasoffocus,auditresultsandimpact,andlessonslearned.

Who Should Attend:Localgovernmentstaffthatareresponsiblefor,orneedtobeawareoftheimpactofHSTlegislation

What You Will Learn:• Expecteddurationofaudit• CRA’sinformationrequirements• CRA’sareasoffocus• Oakville’sHSTaccounting• Oakville’sauditresults• StepstakenbyOakvilletomitigateauditresults• Changesmadeasaresultoftheaudit• Lessonslearned

What You Will Learn:• GainafeelingforthedurationandcomplexityofaCRAHSTaudit• BeawareoftheHSTimplicationsonrealproperty• Preparetheirmunicipalityforanaudit• UnderstandtheimpactthatdecisionscanhaveonHSTreporting

About Your Course Leaders:Lynn Horlor•Director,FinancialOperationsandDeputyTreasurer,hasbeenwiththeTownofOakvillesince1988.LynnwasinstrumentalinimplementingGSTlegislationfortheTownintheearly1990’sandhasalsoplayedasignificantroleingettingOakvillePSABcompliantfor3150.

Marg Western•Manager,Accountingservices,hasbeeninhercurrentrolesince1999.Margisresponsibleformanagingacentralizedaccountingfunctionandyearendaudits.

Dave Marcaccio •SeniorManager,IndirectTaxServiceswithKPMG,providedassistancetoOakvilletorespondeffectivelytotheauditresults.DaveisKPMG’sIndirectTaxAdvisortoourclientsinHamilton/Niagara/Halton,providingadvisory,compliance(includingauditdefenseandobjections),andrecoveryservices.Davehas24years’experiencewithGST/HST.

Register Here

Managing a CRA HST Audit

January 16 - Online

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

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Workshop Overview:ThisworkshopispresentedasapartnershipbetweenAMCTOandMFOA.Relevantfinancialmanagementreportingisacriticalcomponentinassessingperformanceandsuccessofmunicipaladministration.Increasingly,councilsaretighteningpursestringsandexpectingthatstaffmanagetoapprovedbudgets.Aswell,thereisanincreasedfocusonnon-financialindicatorsincommunicatingeffectiveandefficientuseofmunicipalresources.Thisworkshopwillhelpyouunderstandtheneedforrelevantfinancialmanagementreportinginyourmunicipalityandprovidesomeinsightintohowyoumaybeabletobetterutilizeexistingreportingtoenhanceyourfinancialmanagementprocesses.

Thefirstpartofthedaywillfocusonthetypesoffinancialmanagementreportsthatcanhelpyourmu-nicipalitymanageitsday-to-dayoperationsandfinancialperformanceagainstbudget.Thesecondpartofthedaywillcoverthekeyprovincialreportingrequirementswithwhicheachmunicipalityisexpectedtocomply,andtoinnovativelyusethesereportstoimprovemanagementpracticesanddecision-making.

Who Should Attend:• Municipalfinancestaffresponsibleforfinancialmanagementreporting• MunicipalleadersincludingCAOs,directors,seniormanagersandsupervisorsthatwantto

understandtheimportanceoffinancialreportinginthemunicipalenvironment.

What You Will Learn:• Whatfinancial/managementreportsarerequiredfromyourmunicipality?• Whythesereportsareimportanttotheprovince,yourtaxpayers,andotherstakeholders• Whyitisimportantforalldepartmentstounderstandtheirroleinfinancialmanagement

reporting.• Whatyoucandotoimprovethequalityoffinancialmanagementreports.• Howtousetheserequiredfinancialreportstoimproveyourowninternalmanagementprocesses.

Whytheprovincerequiressomanydifferentreportsfrommunicipalities• Howdoestheprovinceusethesemunicipalreports• Whatfinancialandnon-financialinformationshouldbepartofyourmanagementreportingto

Council?• Whataresomeofthecommonfinancialreportinggapsandhowcanthosegapsbeadressed

About Your Course Leader:Val Sequeira •has20+yearsofmunicipalmanagementexperienceinanumberofdifferentmunicipalenvironments.Hisresponsibilitieshaveincludedbudgeting,financialplanning,informationtechnology.

Financial Reporting in Municipalitiesin Partnership with AMCTO February 5 - Thunder Bay

February 21 - Timmins

Upcoming Sessions: March4-GuelphMarch7-Mississauga March12-Chatham March19-PeterboroughApril2-TrentonApril9-NorthBay

Workshop Time: 9:30am-4:30pmwithregistration-9:00am

Fees:MFOAorAMCTOMEMBERPRICE$326.57($289+HST)

NON-MEMBERPRICE$406.80($360+HST)

HST#R106732936

Register Here

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

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Webinar Overview:TheuseofsharedservicestoimproveservicesandreducecostsiscommonplaceinOntario’slocalpublicsector.Thiswebinarwillprovideyouwithbestpractices,actionableguidance,in-depthexamples,andusefultoolstoensurethatallofyourexistingandfuturesharedservicearrangementsreachtheirpotential.

Weexplorethevariationingovernancearrangements,breadthofservicestoshareandinnovativeapplications.Thecasestudiesselectedzeroinonsharinggoods,services,informationandstaffinplacesthathaveharnessedretirements,highcapitalcostservices,manybroaderpublicsectororganizations,newmandatesandthirdpartyorganizationsforcostreductionpurposes.

ThiswebinarisbeneficialforthoseapplyingforOntarioBuysfundingtoenablesharedservices.

Who Should Attend:Thewebinarisdesignedforfinanceofficers,treasurersanddepartmentmanagerswhoareseekinginnovativemethodsofmaximizingtheirresourcesandenhancingservicewhileminimizingcosts.

What You Will Learn:• Securebuy-infornewsharedservices• Setupwinningprocessesandagreements• Executeyournextsharedserviceskillfullywithexperttips• Managecommonconcerns

Tools and Takeaways:YouwillreceiveaccesstotheMMAH-MFOASharedServicesGuideandCaseStudiesresearchbasedonlocalexamplesofexcellenceinsharingservices,aswellastothewebinar’sslidedecks.

About Your Course Leaders:Emily Harris •MFOAManagerofPolicyandIntergovernmentalRelations,hasbeenwritingaboutandteachingmunicipalfinancepolicyfornearlytenyearsinacademic,non-profitandprivatesectorenvironments.

Casestudyspeakerswilladdresswhytheystartedsharingservices,howtheysecuredbuy-in,logisticsoftheirparticulararrangementandtipsforsuccessfulsharedservices.

Register Here

Reducing Costs, Adding Value: Shared Services in Ontario’s Local Public Sector

February 12 - Online

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

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Course Overview:MFOA’sMunicipalFinance101isdesignedtoprovideparticipantswithafoundationinthefundamentalsofmunicipalfinanceincludingthelegislationthatimpactsyourroleasfinanceofficersinOntario.MFOAhasdevelopedthiscoursetoofferagoodunderstandingofthecoreareasoffocuswithintheroleofthefinanceofficerandincludesstrategiesandtoolstomanagetheseresponsibilitiesinyourday-to-dayrole.

Thiscourseisanintensivetwodaysoflearningthepractical,financialadministrationandmanagementrequiredtosucceedasaneffectivemunicipalfinanceofficerandstewardofpublicfunds.Topicswillbepresentedthroughacombinationofpresentation,groupdiscussionandhands-onexercises.

Who Should Attend:• NewMunicipalFinanceEmployees• Provincialemployeeslookingforabetterunderstandingofmunicipalfinanceissuesandfunctions• MunicipalManagersandCouncillorswantingtogaininsightintotherolefinanceplaysinthe

successoftheirorganizations• Stakeholdersinvolvedinpublicsectorfinancialmanagement

What You Will Learn:• Overviewofthemunicipalsector-background,structure,serviceresponsibilities• ReviewoftheMunicipalAct• IntergovernmentalFinance-roleandreviewofthetransfersystem• Thefundamentalsofaccountingandfinancialreporting,PSABcompliance• Bestpracticesandprinciplesoflong-termfinancialplanningandcapitalplanning• Servicecostandpricingstrategies-userfeesvs.taxation,costrecovery,andmuchmore!

Group Size:Thisworkshopislimitedto50delegatestofacilitategroupexercisesandlearning.

Tools and Takeaways: Youwillleavethiscoursewithusefulreferencematerialsandtemplatesthatcanbeusedinyoureverydayroleinmunicipalfinance.

About Your Course Leaders:MFOA’sMunicipalFinance101courseisdeliveredbyahostofleadingindustryprofessionalsbringingwiththemdecadesofacquiredknowledgeandexperience.

Register Here

Municipal Finance 101: A Fundamentals Course

April 29 & 30 - London

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

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How to Register for Workshops and Courses:

Payments accepted include Visa, Mastercard, and Cheque.

Session Information:1. Allworkshopandcourseregistrationsincludecontinentalbreakfast,coffeebreaksandlunch.2. Registrationbeginsat8:00a.m.(Unlessotherwisenoted)3. Unlessnotedotherwise,allsessionsstartat8:30a.m.Themoderatormaydelaythestartdueto

adverseweatherortrafficconditions.4. Sessionsgenerallyfinishby4:00p.m.5. Confirmationsaresenttoallregistrants.Ifyouregisteranddonotreceiveaconfirmation,

pleasecontactouroffices.Pleasenotethatitcantakeuptofive(5)businessdaystoprocessyourregistration.

6. Toregisterforyourteamdiscount,pleasesendyourregistrationformsforallteammemberstooffice@mfoa.on.ca.Or,whenyouregisterthree(3)peopleatthesametimeintheonlinestore,a15%discountwillbeautomaticallyapplied.

CPE CREDITS:MFOAtrainingeventsareeligibleforcontinuingprofessionaleducationcredits.PleasecheckwithyourprofessionalassociationtoconfirmthatthisqualifiesforyourpersonalCPDrecord.__________________________________________________________________________________

How to Register for Webinars:1. Clickonthe‘RegisterHere’linkstoregisterforMFOAwebinars.2. Onceyouhavecompletedtheregistrationonline,aconfirmationemailwillbesenttoyouwiththe

linkandinstructionsforjoiningthesession.3. Pleasejoin10–15minutesearly.Whenyouclickonthelink,ifyouarepromptedto‘allow’,‘run’,or

‘download’anythingpleasegoaheadanddoso.*

Click heretoviewourFAQ’s.

*IfyouhaveanytroublejoiningthesessionpleasecallGoToTrainingsupportat1-800-263-6317

Continued...

REGISTRATION DETAILS

1 Click here to go to our store to register online.

2 Complete registration form and return to MFOA by mail or fax (416) 362-9226. Or email at office@mfoa.on.ca.

OR

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

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Refund and Cancellation Policy for All Training:Fullrefundsuptoseven(7)businessdaysbeforethestartdateofthecourse,workshoporwebinar,less$50+HSTforcoursesandworkshopsandless$20+HSTforwebinarsadministrationfee,norefundsafterthatday.Substitutionsareallowedatanytime.

Pleasenote:Ifyouregisterforacourse,workshoporwebinaranddonotattend,youareresponsiblefortheregistrationfeeunlessyoucancelwithinthetimeperiodasstated.

Need Help Registering?PleasecontactourOfficeAdministratorat416-362-9001x224oroffice@mfoa.on.ca

REGISTRATION DETAILS - CONTINUED

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

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

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

Webinar:$97 + HST

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

REGISTRATION AND COURSE SELECTIONSCourse(s) Name Session Date Price

HSTTotal

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

PAYMENT INFORMATION Visa Mastercard Cheque

Please apply my 15% team discount (minimum 3 members registered at the same time)

How did you hear about our training? e-Newsletter Word of mouth Other:__________

Please return this form by email at office@mfoa.on.ca or by fax at 416 362-9226. Or you can mail your cheque to 2169 Queen Street East, 2nd Floor Toronto, ON M4L 1J1 Attn: Office Administrator. Please be sure the make the cheque payable to Municipal Finance Officers’ Association. Note: once the registration has been processed, a confirmation/invoice will be sent to the registrant’s email.

REGISTRATION FORM

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