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September 19 - October 3, 2024
9:00 am - 1:00 pm PST

How to Write a Long-Term Financial Plan for Asset Management

Asset Management BC
Description:
From data collection, through core calculations to developing funding options and communicating findings, this hands-on course is a must for anyone involved in creating a long-term sustainability plan for asset management and having to prove their case with solid calculations. 

Includes 3 sessions with 9 hours of total training. Online workshop series schedule:
September 19 (9:30AM - 12:30PM) PST
September 26 (9:30AM - 12:30PM) PST
October 3 (9:30AM - 12:30PM) PST

Requirements: 
Access to Microsoft Excel is required.  

Format:  
This virtual training includes 3 sessions with 9 hours of total training. Coursework will cover the following:  
  • Module 1: Introduction – learn about the legislative and practical imperative for asset management financial sustainability.  
  • Module 2: Data Collection – learn how to harvest the data needed to conduct financial modelling and financial sustainability analysis.  
  • Module 3: Core Calculations – learn the core calculations required to communicate findings and develop recommendations.  
  • Module 4: Modelling – learn how to conduct defensible financial modelling for financial sustainability and forecasting.  
  • Module 5: Developing Funding Options – learn how to develop and present various funding options to governance decision makers.  
  • Module 6: Sensitivity Analysis – learn how to conduct a sensitivity analysis that reinforces the credibility of findings and recommendations.    
  • Module 7: Communicating Findings – learn how to effectively communicate findings and recommendations, the most important step of the process.  
Outcomes:  
The workshops provide learning and experience of how to develop and implement long-term financial plans based on objectives established within the Guide. Preparing a long-term financial plan in a manner consistent with the Guide will accomplish the following:   
  • Highlight unsustainable funding levels that may result in intergenerational inequitable access to capital services or intergenerational inequitable funding levels,   
  • Demonstrate the life-cycle costing benefits to long-term financial planning, and  
  • Construct “course-correction” options to achieving sustainable funding levels.  
Recommended for: 
Municipal, Regional District and First Nation community staff.  You will get the most out of this workshop if a minimum of two people from different departments and disciplines attend together – ideally finance and public works/engineering.  Councillors and Area Directors interested in rolling up their sleeves are also encouraged to attend. 

Important Note:
Training subsidies of up to 50% per registration are available to eligible participants. For more information, please email us at [email protected]

For more information visit the AMBC website
Contact
Wally Wells
(306) 979-9135
[email protected]

Event Type: Course
Location: Online
Accredited: No
Certificate Provided: No
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