2018 EASTERN CANADA USER

GROUP

June 20th – 22nd

2018 PSD User Group Agenda

© 2018 PSD ALL RIGHTS RESERVED P a g e | 1

2017 was a pivotal year in municipal asset management capacity building in Canada. It began on the

heels of Ontario’s Gas Tax Funding deadline for comprehensive asset management plans and ended

with the adoption of Ontario’s new asset management regulation O. Reg. 588/17. We also witnessed

FCM’s Municipal Asset Management Program (MAMP) in full swing, with municipalities across the

country applying for grant funding for their asset management capacity building projects.

This year, as we approach our annual Eastern Canada User Group to be held from June 20th to the 22nd,

we are witnessing increased momentum in the development of asset management maturity at the

local level. Capacity challenges in asset management still exist for most municipalities, but by

leveraging grant funding, building more collaborative asset management teams and harnessing the full

capabilities of asset management software, our clients are achieving greater and more sustainable

outcomes for their asset management programs.

We are excited to present a User Group agenda for 2018 that will introduce you to the new features

and enhancements to our technologies that will further support your municipality’s journey toward

asset management maturity. Once again, workshops have been designed to facilitate hands on

experience with the enhancements to our software modules. The program also includes numerous

working sessions with several module streams, allowing attendees to focus their time and get the most

out of the User Group. Of note this year is the launch of the new version of PSD’s Capital Planning &

Analysis (CPA) tool – User Group attendees will have the chance to walk through CPA’s Project Builder

functionality which supports strategic project-level capital and operating planning.

The first day of the conference is once again designed specifically for users of PSD Municipal Budgeting

software (formerly FMW Web), with an opportunity to review enhancements to each module and

engage in hands on working sessions. On Day Two, attendees will hear directly from FCM’s Manager of

Funding for MAMP and will be briefed on upcoming requirements for O. Reg. 588.

As always, the Eastern Canada User Group will also serve as an opportunity to show our appreciation

to our clients. In 2018 PSD will be celebrating its 15th anniversary. From our roots as a publication

focused on PSAB 3150 compliance, to a firm providing municipalities with research, consulting and

software to strengthen asset management and budgeting capacity, we are honoured to have the

opportunity to continue working with passionate municipal practitioners across the country. We hope

that you can join us in London this June to learn, share feedback, connect with your peers, and help us

celebrate a fantastic 15 years in this industry.

Matthew Dawe

Vice President

2018 PSD User Group Agenda

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WEDNESDAY JUNE 20th, 2018

7:45 am – 8:45 am Registration/Breakfast

8:45 am – 9:00 am Welcome & Opening Remarks

9:00 am – 9:30 am FMW Enhancement Overview…You Spoke, We Listened!

9:30 am – 10:45 am WORKING SESSION – Operating Plan

10:45 am – 11:00 am Refreshment Break

11:00 am – 12:00 pm WORKING SESSION – Plan Requests

12:00 pm – 1:00 pm Lunch

1:00 pm – 1:45 pm WORKING SESSION – Capital Planning & Analysis (CPA) & FMW Capital Plan

Integration

1:45 pm – 3:00 pm WORKING SESSION – Reporting…Tips & Tricks!

3:00 pm – 3:15 pm Refreshment Break

3:15 pm – 4:00 pm Open Forum – Troubleshooting Tips

THURSDAY JUNE 21st, 2018

7:45 am – 8:45 am Registration/Breakfast

8:45 am – 9:00 am Welcome & Opening Remarks

9:00 am – 9:15 am FCM Municipalities for Climate Innovation Program (MCIP) Presentation

9:15 am – 10:00 am FCM Municipal Asset Management Program (MAMP) Grant Funding

Presentation

10:00 am – 10:45 am Product Roadmap

10:45 am – 11:00 am Refreshment Break

11:00 am – 12:00 pm Asset Manager – Top 10 Features You’re Not Using…And You Should Be!

12:00 pm – 1:00 pm Lunch

1:00 pm – 3:15 pm

WORKING SESSIONS

Stream 1: Asset Manager – Financials, Reporting & Database Management

Stream 2: Works

3:15 pm – 3:30 pm Refreshment Break

3:30 pm – 3:45 pm O. Reg. 588/17 Briefing – A Review of Asset Management Requirements

3:45 pm – 4:45 pm Asset Management Municipal Case Study

4:30 pm – 6:00 pm Free Time

6:00 pm – 7:00 pm Reception

7:00 pm – 11:00 pm Dinner, Networking & Entertainment

2018 PSD User Group Agenda

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FRIDAY JUNE 22nd, 2018

7:45 am – 8:45 am Breakfast

8:45 am – 9:00 am

Introducing the Public Sector Digest Grant Writing & Inventory Service

9:00 am – 10:30 am Capital Planning & Analysis (CPA) – New Version

10:30 am –10:45 am Refreshment Break

10:45 am –12:00 pm The (Underrated) Value of GIS

12:00 pm – 1:00 pm Lunch

1:00 pm – 2:30 pm

WORKING SESSION Stream 1: Capital Planning & Analysis (CPA) Stream 2: Works

2:30 pm – 3:30 pm Support Session & Open Forum (Enhancements, Suggestions, Future Development)

CLICK HERE TO REGISTER ONLINE

2018 PSD User Group Agenda

© 2018 PSD ALL RIGHTS RESERVED P a g e | 4

Wednesday, June 20th, 2018

FMW Enhancement Overview…You Spoke, We Listened! This session will focus on the FMW Enhancements brought forward from last years’ User Conference.

WORKING SESSION – Operating Plan This working session will help you understand more on Budgeting features relating to; Allocations,

Calculations and Reforecasting.

WORKING SESSION – Plan Requests This working session will show how Plan Requests can facilitate the process for your Business Cases and/

or Decision Support Packages. A municipal client has been invited to present during this session.

WORKING SESSION – Capital Planning & Analysis (CPA) & FMW Capital Plan Integration

This working session will be led by PSD, to show how the new CPA (Capital Planning & Analysis) module could

be used to bring Grouped Assets/Projects into FMW. Part of this session will be interactive to include some

client input and brainstorming relating to FMW integration.

WORKING SESSION – Reporting…Tips & Tricks! This session will be focused on pre-set exercises in report designing, to include special features and

functions to help support basic to advanced learning. Be prepared for “hands on”. We will also be

presenting a case study on the use of detailed transaction reports.

Open Forum…Troubleshooting Tips

This session will cover troubleshooting tips for both End Users and FMW Administrators. It will address the most

frequently asked questions about support issues and provide information that will enable users and

administrators to help themselves. There will also be an opportunity for Q & A.

2018 PSD User Group Agenda

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Thursday, June 21st, 2018

FCM Municipalities for Climate Innovation Program (MCIP) Municipalities across Canada are exploring opportunities to integrate climate change considerations into their asset management programs. FCM’s MCIP program, provides funding, training and resources to help municipalities adapt to the impacts of climate change and reduce greenhouse gas (GHG) emissions. FCM’s Jacquie Taylor, Funding Services Manager for the Municipalities for Climate Innovation Program, will provide an overview of the MCIP program, followed by a Q&A.

FCM Municipal Asset Management Program (MAMP) Grant Funding Presentation FCM’s MAMP program, supported by the federal government, is providing training, resources and grant funding

for Canadian municipalities to build asset management capacity. FCM’s Michael Burt, Manager of Funding for the

Municipal Asset Management Program, will provide an overview of the MAMP funding program, followed by a

Q&A.

Product Roadmap Join Peter Scott, Chief Technology Officer and Matt Dawe, VP of PSD, for a look back at the software rollouts from

the past 12 months and a look ahead at what innovations are planned for 2018.

Asset Manager - Top 10 Features You’re Not Using…and should be! This session will highlight 10 major features clients may not be utilizing to their potential and how they can

enhance both your year end financial reporting as well as your overall asset management program.

WORKING SESSIONS Stream 1: Asset Manager – Financials,

Reporting & Database Management This working session will review database structure and

classifications and ways to improve your data structure

to support financial reporting and asset management.

We will also be reviewing and working through the new

reporting section that will be launched prior to the

conference.

Stream 2: Works This session will demo some of the municipal use

case examples of current Works users, that are

leveraging CityWide Works to optimize workflow

process, manage communications, as well as

increase transparency and accountability within

their organization. Bring your laptops and come

prepared to get some hands-on assistance from

our expert implementation and training staff who

will be available during the second half of the

session to provide one-on-one or group assistance

with your current Works configuration.

O. Reg. 588/17 Briefing - A Review of Asset Management Requirements As of January 1st, 2018, Ontario municipalities became subject to O. Reg. 588/17: Asset Management Planning for

Municipal Infrastructure. PSD’s Policy Analyst will provide a brief overview of the upcoming deadlines and

requirements for Ontario municipalities to remain compliant with the regulation.

Asset Management Municipal Case Study

2018 PSD User Group Agenda

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Friday, June 22nd, 2018

Introducing the Public Sector Digest Grant Writing & Inventory Service PSD has launched a new Municipal Grant Inventory Service! Subscribers receive weekly customized

emails notifying them of newly available grants and those with pressing deadlines and gain access to an up-to-

date online Grant Inventory List. In this brief session, attendees will get a glimpse of the Grant Inventory

service and learn how PSD can assist with completing grant applications.

Capital Planning & Analysis (CPA) – New Version This session will take an in-depth look at the new version of CityWide CPA. We will walk through how to

develop a financial strategy to support your asset management plans as well as highlighting the new

functionality called Project Builder. Project Builder allows clients to develop a long-term strategic capital and

operating plan down to the project and asset level.

The (Underrated) Value of GIS Better decision making, improved communication and the ability to be more efficient through asset

visualization. These are just some of the benefits being realized by clients using CityWide’s GIS module. This

session will start by showcasing new features of the product and the product roadmap. Seamless

workflows into your Asset Manager inventory and Works operations (Service Requests and Work Orders) will

be demonstrated. It will wrap up with a comprehensive discussion on various integration options with other

common systems found within the Municipality.

WORKING SESSIONS Stream 1: Capital Planning & Analysis (CPA) This working session will provide you with the working knowledge of how to develop your financial plan and long-term capital and operating plans. This is a working session so be prepared to start building your plans live in CPA. Note: A copy of your major capital projects already planned or approved would be helpful for this session.

Stream 2: Works This session will explore some of the top new tools

and features that have been added to CityWide

Works over the past year. We’ll review how you can

utilize these features to further customize Works to

better fit your individual user and business process

needs. We will also be discussing the future of

existing Works functionality and enhancements and

changes in the upcoming year.

Support Session & Open Forum This session is designed for clients to utilize our resources and ask any questions specific to your data. PSD

Staff will be available to work live within your database for any of our applications. Our resources can resolve

issues, help you implement additional features or make recommendations on any part of the system. Please

come with any questions or comments for this interactive session.

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Pricing

PSD FMW SESSIONS June 20th 1 Delegate 2 + Delegates

$225.00 $195.00 (per person)

PSD CITYWIDE SESSIONS June 21st – 22nd 1 Delegate 2 + Delegates

$495.00 $445.00 (per person)

ALL SESSIONS

Full Event, June 20th – 22nd 1 Delegate 2 + Delegates

$645.00 $595.00 (per person)

NOTE - Hot breakfast and lunch will be provided each day. Our Gala dinner is on Thursday, June 21st.

LOCATION AND LODGING

We have arranged a room block at the London Lamplighter Inn

& Conference Centre at a rate of $109.00 per night.

591 Wellington Road,

London, Ontario, N6C 4R3

(519) 681-7151

www.lamplighterinnn.ca

When making your reservation please indicate that you are

attending the “Public Sector Digest event” to ensure that you

receive the correct pricing.

PLEASE REMEMBER TO BRING YOUR LAPTOP!

If you have any questions, please contact Tyler Tiffin.

ttiffin@publicsectordigest.com or 519-690-2565 x 2728

2018 PSD User Group Agenda

CLICK HERE TO REGISTER ONLINE