Future-Proofing Municipal Finance

Future-Proofing Municipal Finance
Presentation 1: Preparing for PS1202: Streamlining Municipal Reporting with Automation - Wed. Oct 15 from 12-1 pm ET

Presentation 2: Streamlining Municipal Reporting with ARLO: Automation for Lean Organizations - Tues. Oct 28 from 12-1 pm ET

Presentation 3: Streamlining FIR Compliance: Automation with ARLO for Ontario Municipalities - Wed. Oct 29 from 12-1 pm ET
Presentation 1: Preparing for PS1202: Streamlining Municipal Reporting with Automation
Wed. Oct 15 from 12-1 pm

Webinar Overview:
The Public Sector Accounting Board (PSAB) is set to release the updated Conceptual Framework and replace PS 1201 with a new financial reporting model, PS 1202, to enhance clarity and transparency in municipal financial statements. This change introduces new requirements for statement presentation, impacting reporting processes and systems across Ontario municipalities. With workloads already strained and compliance deadlines looming, preparing now is critical for a seamless transition. This webinar equips municipal finance teams with the knowledge and tools to confidently adopt PS 1202. Join our expert to explore the key changes, understand the transition from PS 1201, and learn how ARLO can simplify the transition, ensuring compliance and efficiency in your year-end processes.

What You Will Learn:
The webinar will cover four key areas of learning:
  • Key changes to the Conceptual Framework.
  • Updates introduced by PS 1202, and their effective dates.
  • The crosswalk from PS 1201 to PS 1202, highlighting differences in financial statement presentation.
  • Practical strategies to update reporting processes and systems for PS 1202 compliance.
  • Best practices for leveraging automation tools to streamline reporting.

Who Should Attend:
Municipal finance professionals responsible for financial reporting and compliance.
CAOs, CFOs, and treasury staff preparing for PSAB standard transitions.

Benefits of Attending:
At the conclusion of the session, participants will:
  • Understand the key changes to the Conceptual Framework to ensure compliance.
  • Be cognizant PS 1202 standards and their effective date.
  • Gain a clear roadmap for transitioning from PS 1201 to PS 1202.
  • Learn how to adapt reporting platforms to meet new PSAB standards efficiently.
  • Acquire strategies to reduce year-end stress through automation and process optimization.

About Your Presenter:
Tricia Fraser, CPA, CA, is the Director of Canadian Financial Standards and Reporting at F.H. Black & Company Incorporated, bringing over 18 years of experience in public-sector financial management. Previously, as a finance officer for the City of Lethbridge, Tricia managed year-end financial reporting, ensuring compliance with PSAB standards. She has guided Ontario municipalities in adopting automation tools like ARLO to streamline Financial Information Return (FIR) and annual report processes, reducing errors and enhancing efficiency. Tricia holds a Chartered Professional Accountant (CPA, CA) designation and a master’s degree in Professional Accounting, and she frequently speaks on leveraging technology for municipal finance compliance.

Presentation 2: Streamlining Municipal Reporting with ARLO: Automation for Lean Organizations
Tues. October 28 from 12-1 pm

Webinar Overview:
Ontario’s municipal finance departments face mounting pressures: increasing workloads, stagnant budgets, and a critical shortage of qualified professionals. Manual financial reporting processes—such as preparing the Financial Information Returns (FIR), and annual reports—consume valuable time and introduce risks of errors, leaving little capacity for strategic financial management. This webinar introduces ARLO, a powerful automation tool designed by CPAs to streamline financial reporting for Canadian public-sector organizations. Learn how ARLO enables municipalities to automate data imports, generate compliant reports, adapt to changing standards such as PSAS 1202, and manage last-minute adjustments with ease, freeing finance teams to focus on high-value tasks like strategic planning and community impact.

What You will Learn:
The webinar will cover four key areas of learning:
  • Automating data imports and management for actuals, budgets, narratives, and performance measures.
  • Generating and customizing financial statements, footnotes, schedules, and provincial returns (e.g., FIR).
  • Streamlining last-minute adjustments to ensure accuracy and compliance.
  • Producing polished annual report PDFs and council/board presentations efficiently.

Who Should Attend:
Municipal finance professionals responsible for financial reporting, budgeting, or compliance.
CAOs, CFOs, and treasury staff seeking to enhance efficiency and reduce reporting risks.

Benefits of Attending:
At the conclusion of the session, participants will:
  • Understand how ARLO reduces manual workloads and mitigates errors in financial reporting.
  • Gain strategies to implement automation for FIR and other reports, ensuring compliance with standards like PS 1202.
  • Learn how to reallocate time saved through automation to strategic financial priorities.
  • Access real-world examples of ARLO’s impact on municipal finance operations.

About your Presenter:
Michael Spurlin is a Solutions Design and Architecture expert at F.H. Black & Company Incorporated with over 20 years of experience in legal and financial management solutions. He has assisted Ontario municipalities in streamlining Financial Information Return (FIR) and annual report processes using automation tools like ARLO, enabling finance teams to reduce errors and focus on strategic priorities.

Presentation 3: Streamlining FIR Compliance: Automation with ARLO for Ontario Municipalities
Wed. Oct 29 from 12-1 pm

Webinar Overview:
Preparing the Financial Information Return (FIR) for the Ministry of Municipal Affairs and Housing is a time-consuming, error-prone process that strains municipal finance teams, leaving little capacity for strategic priorities. This webinar explores how the ARLO (Automated Reporting for Lean Organizations) solution streamlines current FIR preparation, from data generation to auto-populating Ministry Excel templates, and future-proofs your organization for the upcoming 2026 changes and beyond. By automating these tasks, municipalities can reduce errors, save time, and focus on high-value financial management.

What You will Learn:
At the conclusion of the session, participants will:
  • Understand how to implement strategies and business processes to automate the completion of the FIR.
  • Gain insights into FIR updates coming into effect in 2026 and 2027.
  • Learn how currently available technological solutions can automate the entire process from data generation to auto-population of the Ministries Financial Information Return Templates.

Who Should Attend:
Municipal finance professionals, including directors of finance, accounting staff, CAOs, CFOs, and treasury staff responsible for FIR preparation and compliance.

Benefits of Attending:
At the conclusion of the session, participants will:
  • Develop a framework to streamline FIR preparation through optimized business processes.
  • Learn how reporting platforms can automate the FIR preparation process.
  • Gain insights into the FIR changes coming into effect in 2026 and 2027.

About your Presenter:
Michael Spurlin is a Solutions Design and Architecture expert at F.H. Black & Company Incorporated with over 20 years of experience in legal and financial management solutions. He has assisted Ontario municipalities in streamlining Financial Information Return (FIR) and annual report processes using automation tools like ARLO, enabling finance teams to reduce errors and focus on strategic priorities.
When
10/15/2025 12:00 PM - 10/29/2025 1:00 PM
Where
Online

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