Financial Obligations in Elections, Compliance and Audit Committees and Third-Party Advertising

This workshop has been designed to assist Clerks, Deputy Clerks, Election Administrators and election support staff in preparing for the 2018 municipal election as it relates to understanding third party advertising, candidate and third party advertisers financial reporting and the role of the Compliance Audit Committee.  It provides an understanding of the legislative changes affecting campaign financial reporting and will address the new responsibilities of the Municipal Clerk. This workshop provides an overview and understanding of financial reporting, campaign finance rules along with specific issues/solutions, including preparation of reports to the Compliance Audit Committee.

What You Will Learn:

  • What statutory notices are required and who gets the statutory notices.
  • Understanding third party advertising
  • What are the rules for candidates and third-party advertisers.
  • What are the various forms of election advertising
  • Calculation of campaign expense limits.
  • How to review the financial statements.
  • What are the reporting periods and filing dates
  • Role of the Compliance Audit Committee
  • What’s New – Running Compliance Audit Committee meetings and making decisions
  • Helpful tools and tips. 

Why Attend:

There has been a significant number of changes to the Municipal Elections Act which will affect the 2018 municipal election.  There is an increased level of responsibility for Municipal Clerks with respect to campaign finance rules, including the implementation of third party advertising and the fact that corporations and trade unions are no longer eligible to contribute to municipal election campaigns.  Municipal Clerks need to be prepared to manage the review of the campaign financial statements, administer the changes, including reporting to the Compliance Audit Committee.  With this course participants will be provided with the tools and assistance in understanding third party advertising, financial reporting, the changes to the role & responsibilities of the Compliance Audit Committee, and how to effectively manage for the 2018 municipal election.

Who Should Attend:

  • Municipal Clerks, Deputy Clerks, Election Administrators, Election Assistants 

About the Instructors:

Jody Johnson - Jody practices in the areas of municipal law and land use planning and provides advice and representation to municipalities as well as to ratepayers and property owners. She appears regularly before municipal authorities and administrative tribunals, including the Ontario Municipal Board and before all levels of the Ontario Courts. Much of Jody's practice is comprised of work in the areas of municipal governance, municipal finance, property tax matters, expropriations and municipal election law. Jody's municipal finance experience includes matters relative to development charges, municipal capital facilities, budgeting, and capital/infrastructure project management. Prior to joining the firm, Jody was a municipality's Chief Administrative Officer and a Municipal Clerk where she oversaw a municipal restructuring. As well, she spent several years as a Municipal Adviser with the Ministry of Municipal Affairs and Housing (MMAH). After her law school graduation, Jody articled at the City of Windsor, where she assisted with by-law drafting, governance matters, prosecution of municipal by-law offences, planning, real estate and development matters involving the City.
Debi Wilcox - Debi Wilcox has worked in the local government sector for 35 years and recently retired as the Director of Legislative Services/Regional Clerk for the Region of Durham and opened her own consulting firm.  Debi has been actively involved in the education of local government officials throughout her career and has been involved in municipal elections for over 25 years. She holds a Masters of Public Administration, Executive Masters in Municipal Management, Diploma in Public Administration and is a Certified Municipal Officer and a Registered Parliamentarian. She has held many roles within AMCTO including Board Director, Zone 4 Chair and a member on various Committees. Most recently she was Canada’s elected representative on the IIMC Board of Directors where she was also a member of the Education and Professional Development Committee.

Personal Information Protection Policy: This information is collected in accordance with the provisions of the AMCTO’s Personal Information Protection policy for the purposes of processing your registration and material delivery. This information is not shared, sold or distributed and is maintained in a confidential and secure manner.

Refund Policy: All Cancellations must be confirmed in writing. A refund levy of $113 (includes HST) will be applied to every cancellation received up to fourteen (14) business days prior to the holding of the session. No refunds will be made for cancellations of less than fourteen (14) business days prior to the holding of the session.
Disclaimer: AMCTO reserves the right to decline registration based on proprietary information/material being presented at this session, and for other reasons such as copyright issues. We will endeavour to make sure all scheduled events take place, but AMCTO reserves the right to alter, change or cancel dates, venues and workshops, for any reason.


City of Cambridge
50 Dickson Street
Cambridge, ON
N1R 5W8

Deadline to register:
February 26 
City of Vaughan
City Hall - Multi-Purpose Room  
2141 Major Mackenzie Drive
Vaughan, ON
L6A 1T1

This workshop is being held with the Zone 4 Meeting. Click here for registration details.

Deadline to register:
April 23 
Holiday Inn
150 George Street
Peterborough, ON
K9J 3G5

This workshop is being held in conjunction with the Zone 5 meeting. Click to access the Registration Form.

Deadline to register:
April 09 

North Grenville Municipal Centre
285 County Road, 44.
Kemptville, ON
K0G 1J0


Deadline to register:
April 23 
City of Temiskaming Shores - The Riverside Place
55 Riverside Drive
New Liskeard, ON
P0J 1P0

Deadline to register:
May 21 
Grande Event Centre
300 Wyld Street
North Bay, ON
P1B 8K3

Deadline to register:
March 19 
Best Western Plus Nor'Wester Hotel
2080 Hwy 61
Thunder Bay, ON
P7J 1B8

This workshop is being held in conjunction with the Zone 9 Meeting. Click here to access the Registration Form.

Deadline to register:
April 16 
Cutten Fields Club
190 College Avenue East
Guelph, ON
N1H 6L3

Deadline to register:
March 05 
The City of Orillia - Rotary Place
100 University Avenue
Orillia, ON
L3V 6H1

Deadline to register:
April 16