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Select Your Courses

  1. Scroll down to browse all available courses, organized by category.

  2. Choose courses that total up to 6 PD Hours (Essentials Pass).

  3. Copy the course codes (e.g., LM3, BE12, FP2) and paste them into the “Course Selection” box in the form below.

  4. Click “Submit” — we’ll grant you access within 24 hours.

Tip: Course codes are listed under each course and can be copy/pasted directly.

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Municipal Ethics

Code: ME1

4.0 PD Hours

Explore the foundations of ethics in municipal governance. Learn how to identify and manage ethical dilemmas in financial decision-making. Understand the role of policy development and stakeholder engagement in ethical governance.

Code: ME2

4.0 PD Hours

This four-hour CPA-approved webinar explores ethics in leadership and organizational culture. Learn strategies for fostering an ethics-driven workplace, managing stakeholder diversity, and navigating ethical dilemmas.

Code: ME3

1.5 PD Hours

Organizational culture is positively supported with good ethical behaviors.  Learn how to create a code of ethics policy specific to municipal government.

 

 

Leadership and Management

Code: LM1

4.5 PD Hours

A half day workshop to learn the fundamentals of leadership, the skills of influence and practical strategies for leading people and organizations through change, and how to get the most out of your team!

Code: LM2

4.5 PD Hours

A half day workshop to understand the basics of strategizing and how it applies to leadership, how public value is integrated with strategic planning and priorities, and to learn how to develop a leadership success plan.

Code: LM3

4.5 PD Hours

A half day workshop to learn how to manage teams and individuals effectively to meet organizational goals, how to influence people positively to achieve desired results, and to develop a culture that fosters diversity and inclusion.

Code: LM4

4.5 PD Hours

A half day workshop with a focus on building trust and using communication to keep the organization on the right track, how to recognize key challenges quickly and lead effectively through crisis, and the fundamentals of emotional intelligence in the workplace.

Code: LM5

1.5 PD Hours

Municipal executives work closely with elected officials to achieve strategic goals.  Learn how to work effectively and harmoniously with elected officials.

Code: LM6

1.5 PD Hours

Learn how emotional intelligence improves leadership.

Code: LM7

1.5 PD Hours

This course covers how to use reflection as a powerful learning tool to improve your leadership skills and effectiveness as a leader.

Code: LM8

1.5 PD Hours

Learn about transitioning from supervisory and management positions to a position of leadership. Overcome the pitfalls typically associated with individuals new to leadership positions.

Code: LM9

1.5 PD Hours

This course will introduce and cover the top five attributes associated with effective leaders.

Code: LM10

1.5 PD Hours

Engage, inspire, ignite. Learn how to effectively motivate staff towards goals and commit to service excellence for your municipality.

Code: LM11

1.5 PD Hours

Partly based on the popular “Leadership Challenge”, this webinar is about mobilizing others to get extraordinary things done.

Code: LM12

1.5 PD Hours

Management skill is an important attribute for individual and organizational success. This webinar will provide a framework for developing individual management skills to make you a better manager.

Code: LM13

1.5 PD Hours

Learn basic municipal management reporting needs, and how to use reporting during the year to support operational success!

Code: LM14

1.5 PD Hours

Conflict is prevalent in any organization and overcoming conflict is essential to positive organizational culture. This course covers essential skills and strategies to support conflict resolution.

Code: LM15

1.5 PD Hours

Learn how to lead effective performance management and appraisals and build a culture of accountability in this practical webinar. Discover tools and strategies to support employee growth, address challenges, and drive organizational success.

Code: LM16

1.5 PD Hours

Equips municipal leaders with the tools to navigate political, organizational, and community shifts with confidence and clarity. This course focuses on practical leadership strategies, effective communication, and building team resilience during times of change.

Long-Term Financial Planning

Code: LFP1

1.5 PD Hours

Covers analytical methodologies to understand the cost of municipal growth. A special focus will be on the impacts on taxes and on development agreement negotiations with developers.

Code: LFP2

1.5 PD Hours

Provides a comprehensive overview of municipal taxes and essential knowledge that all financial professionals and executives require.

Code: LFP3

1.5 PD Hours

Understand ICF’s and the financial implications for your municipality!

Code: LFP4

4.5 PD Hours

A 3-part webinar series to build a tool to meet your municipality’s operating plan forecasting needs!  Develop the forecast process and customize the template.

Code: LFP5

1.5 PD Hours

Learn the benefits, components and methodology of a long-term financial plan for financial sustainability!

Financial Policy

Code: FP1

1.5 PD Hours

Learn the basics of policy development and how to create effective policies that make a difference!

Code: FP2

1.5 PD Hours

This course will deliver everything required to provide your municipality with an effective reserve policy.  Included are the essentials for determining optimal reserve balances.

Code: FP3

1.5 PD Hours

Learn to build fair, transparent, and strategic municipal fee structures grounded in cost recovery—supporting financial sustainability and managing public expectations.

Code: FP4

1.5 PD Hours

This webinar provides the knowledge and tools municipal professionals need to build and justify effective reserve policies that support long-term financial sustainability and community service goals.

Budget Excellence

Code: BE1

1.5 PD Hours

Covers effective strategies and methodologies to solicit clear budget direction and priorities early in the budget process to streamline the budget process and improve decision-making.

Code: BE2

1.5 PD Hours

This webinar will provide the municipal executive and finance professional an in depth understanding of municipal inflation, and how to calculate it specifically for a municipality.

Code: BE3

1.5 PD Hours

This webinar will provide the municipal executive and finance professional an in-depth understanding of municipal inflation and how to calculate it specifically for a municipality.

Code: BE4

1.5 PD Hours

Focuses on understanding the incremental changes that cause budget fluctuations from year to year. Growth, inflation, service changes and other cost effects will be covered in detail.

Code: BE5

1.5 PD Hours

Learn PBB from an expert, and how to budget in today’s challenging economic climate!

Code: BE6

1.5 PD Hours

This webinar will cover Bloom’s custom municipal SWOT methodology and provide you with a systematic way to understand the many challenges and opportunities your municipality faces!

Code: BE7

1.5 PD Hours

Non-tax supported revenues are important funding sources for municipalities.  This webinar will cover the basics of utility regulations, as well as the franchise fee methodology.

Code: BE8

1.5 PD Hours

Transparent communication is the goal of a quality budget document.  Learn how to transform financial information into a meaningful narrative for council and the public!

Code: BE9

1.5 PD Hours

Understanding value for taxes requires communicating the services a municipality delivers.  Learn how to develop a service inventory and allocate support services for accurate costing.

Code: BE10

1.5 PD Hours

Learn how to develop a funding strategy for your capital budget and long term capital plan!

Code: BE11

1.5 PD Hours

Learn the requirements for high quality capital budgeting and planning!

Code: BE12

1.5 PD Hours

Learn the fundamentals of accurate salary and benefit budgeting and how to utilize strategies to solve budget shortfalls!

Code: BE13

1.5 PD Hours

Measuring performance is a key enabler of performance improvement. This webinar provides a comprehensive review of performance measurement in the municipal environment!

Code: BE14

1.5 PD Hours

Building an efficient and effective operating and capital budget process can make all the difference in a municipality’s overall sustainability.

Code: BE15

1.5 PD Hours

This webinar will cover advanced theory related to utility rate modeling, providing the viewer with the knowledge required to build an accurate utility rate model for a municipality.

Code: BE16

1.5 PD Hours

Integrating public engagement into the municipal budget process enhances transparency and enables public buy in to budgetary decisions.

Code: BE17

1.5 PD Hours

This webinar focuses on providing a process and effective decision making framework for the capital budgeting process.

Code: BE18

1.5 PD Hours

This webinar delivers a number of budgetary and financial management strategies that can be utilized by any municipality wading through financial challenges.

Code: BE19

1.5 PD Hours

Effective communication is an important consideration in the municipal budgeting process.  Learn proven strategies for presenting budgets successfully to both council and the public.

Code: BE20

1.5 PD Hours

A corporate plan is critical for strategic planning to be effective and is an essential component of the budget process.  Learn how to incorporate corporate planning to improve your budget process.

Code: BE21

1.5 PD Hours

Learn how to structure an interminable cost share framework and the steps required to reach a cost share agreement for projects that could be considered regional in nature.

Technical

Code: T1

1.5 PD Hours

This course focuses on effective public engagement and how to utilize engagement to improve the budget process, including effective budget surveys, satisfaction surveys, and open houses.

Code: T2

1.5 PD Hours

In today’s complex environment, municipal financial health is increasingly challenged.  This webinar will cover key indicators of municipal financial health with strategies for financial sustainability.

Code: T3

1.5 PD Hours

This webinar will provide a comprehensive review of ERPs in the municipal financial world.  Learn key strategies for the implementation and maintenance of an ERP system!

Code: T4

1.5 PD Hours

Council meeting rules are complex and can be intimidating to newly elected officials and administrators presenting to council. Learn the basics of Robert’s Rules, governance, and writing an effective report for council.

Code: T5

1.5 PD Hours

Learn how to plan your professional development to fuel your career success and support organizational goals!

Code: T6

1.5 PD Hours

Provides an overview of municipalities from top to bottom, with a special emphasis on key processes and today’s complex financial challenges.

Code: T7

1.5 PD Hours

Learn how financial analysis plays a key component in financial sustainability.

Code: T8

1.5 PD Hours

Learn the fundamentals of contract best practices and the financial officer’s role in contract development.

Code: T9

1.5 PD Hours

Learn best practices for municipal procurement, and about procurement policy and the role it plays in fraud prevention.

Code: T10

1.5 PD Hours

Learn the fundamentals of the assessment process, municipal assessment best practices and how to approach assessment disputes!

Code: T11

1.5 PD Hours

Municipal land development essentials.  Learn the fundamentals for land development and development levy charges in Municipalities!

Code: T12

1.5 PD Hours

Covers funding methodologies for large scale projects including cash flow financing, intermunicipal cost sharing, debt financing, grant usage and reserve planning.

Code: T13

1.5 PD Hours

Municipalities are highly impacted by economic shifts.  Learn how the economy affects your municipality and how you can prepare for economic opportunities and challenges.

Code: T14

1.5 PD Hours

This course covers best practices for writing reports that support information sharing and decision-making at the executive and council levels.  This will also cover essential skills for making presentations to council.

Code: T15

1.5 PD Hours

Learn the basic concepts behind municipal organizational effectiveness.  Learn best practices in municipal structure and staffing.

Code: T16

1.5 PD Hours

Public speaking is a challenge for many, but with the right strategies, anyone can gain confidence and master it. In this webinar, you will learn actionable techniques to overcome public speaking anxiety.

Reporting

Code: R1

1.5 PD Hours

This webinar will focus on effective techniques and strategies for delivering financial information to municipal executives, council, and the public, with a special focus on modern messaging.

Code: R2

1.5 PD Hours

This webinar will focus on the basic accounting requirements for a municipality. This is an introduction for newer financial officers and a refresher for seasoned financial professionals.

Code: R3

1.5 PD Hours

This webinar will provide an in depth understanding of municipal reporting and will cover proven techniques and methodologies. A special focus will be on how to prepare effective quarterly and year end reports.

Code: R4

3.0 PD Hours

A clean audit is essential to maintain trust with both council and the public. This webinar will provide the financial professional with critical insights and tools to effectively prepare and facilitate a successful audit process.

Code: R5

1.5 PD Hours

Learn basic municipal management reporting needs, and how to use reporting during the year to support operational success!

Code: R6

1.5 PD Hours

Learn how to analyze the budget against actual results to support decision making throughout the year.  Improve services through good management and avoid unnecessary deficits.

Code: R7

1.5 PD Hours

Learn how to drive your financial information needs with a well organized and highly effective chart of accounts!

Code: R8

1.5 PD Hours

Financial statement disclosure provides information about a municipality’s financial operations.  Learn how they are a key component of transparency in the municipal environment!

Code: R9

1.5 PD Hours

Learn how to review the budget reports, audited financial statements, reserve continuities, debt position, etc.  Learn how the municipal annual cash flow impacts financial reports.

Code: R10

1.5 PD Hours

Transparency requires regular financial reporting to council and the public.  Learn how to develop an effective quarterly report for council review.

Strategy

Code: S1

1.5 PD Hours

Provides an understanding of how the strategic plan is linked through all municipal processes, resulting in how we do our daily work.

Code: S2

1.5 PD Hours

Learn how to marry the strategic plan and budgeting process to achieve strategic outcomes and service delivery improvements, improving the relationship with council and the public as strategic goals become realities.

Treasury & Risk Management

Code: TRM1

1.5 PD Hours

Municipal reserve funds serve many purposes. This webinar covers what reserves are critical to long-term financial sustainability and how to develop a long term reserve strategy for your municipality!

Code: TRM2

1.5 PD Hours

Learn how to manage money efficiently and effectively, as well as how to manage ongoing risks in an organization.

Code: TRM3

1.5 PD Hours

Municipal reserve funds serve many purposes. This webinar covers what reserves are critical to long-term financial sustainability and how to develop a long term reserve strategy for your municipality, with a special emphasis on optimal reserves!

Health and Wellness

Code: HW1

1.0 PD Hours

Learn how to develop an effective health and wellness program that enhances the mental, physical, and emotional health of those in the workplace.

Code: HW2

1.0 PD Hours

This session will cover the basics of meditation in all its possible forms, and how it can be implemented within a health and wellness program.

Code: HW3

1.0 PD Hours

This session will cover proven stress relief strategies that are quick and easy to implement into the municipal office.

Code: HW4

1.0 PD Hours

Providing employees with more opportunities to be physically active and make more nutritionally intelligent choices throughout the day can go a long way in enhancing physical health.

Code: HW5

1.0 PD Hours

This session will cover tips on promoting team building and an inclusive atmosphere within the workplace.