Clerks and Treasurers INSTITUTE

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1 MUNICIPAL Clerks and Treasurers INSTITUTE An experience of lasting value July 10 15, 2016 Radisson Hotel and Conference Center Green Bay, WI Register online at

2 MUNICIPAL Clerks and Treasurers INSTITUTE Benefits of the Institute Only the University of Wisconsin-Green Bay has it! Internationally Accredited The International Institute of Municipal Clerks (IIMC) and the Association of Public Treasurers of the United States and Canada (APT US&C) have set forth the guidelines and accredits the UW-Green Bay Institute. It is one of the largest Institutes which offers more specialized training than anyone in the United States. Hands-on-Learning The goal of our classes is to give you the tools to immediately apply your learning to your job. Our coursework focuses on the development of technical skills, administrative knowledge, leadership abilities and financial management. You will engage in exchanges of information, share job-related experiences and examine factors that contribute to successful on the job performance. Our courses are designed to combine lecture, discussion and hands-on training. Assessment of Learning Case studies and exercises that test knowledge and understanding are used to assess the mastery of our courses. Advanced Curriculum We offer all eight tracks of our curriculum in a one-week period. This unique structure allows our curriculum to be progressive in nature. As you return each year, your courses and topics will increase in complexity, allowing us to offer advanced topics in the upper division tracks. UW-Green Bay s Institute is one of the few in the country with this format. Networking Opportunities The Institute creates a multitude of formal and informal opportunities for networking and exchanging of ideas conducive to your professional growth. These contacts are invaluable to you in performing your duties. Tuition $469 Municipal Clerks and Treasurers Institute (Includes: instruction, materials, class photo, Thursday Graduation Banquet, lunches and breaks) Payment Information Payment should include registration, guest, and special activity fees (if applicable). Please make one check payable to UW-Green Bay Outreach or pay by credit card. (Send to: UW-Green Bay, Outreach Government, 2420 Nicolet Dr., Green Bay, WI ). Cancellations and Refunds A full refund minus a $25 processing fee is given when cancelling on or before June 10, Cancellations received after June 10, 2016 will be charged a $25 processing fee plus a $75 cancellation fee. There will be no tuition refunds after June 20, Accommodations Host Hotel: Radisson Hotel and Conference Center 2040 Airport Drive, Green Bay, WI A block of rooms has been reserved at the Radisson Hotel. The rate is $89/night and includes breakfast. To reserve your room go online to clerksandtreasurers or call and mention UWGB Clerks & Treasurers Institute when reserving your room. Room reservation deadline is June 24, Hawthorn Suites 335 W St. Joseph Street, Green Bay, WI A block of rooms has been reserved at the Hawthorn Suites. The rate is $82/night which includes hot breakfast and Wednesday evening social. Nice place for families. Call to reserve your room by June 15, Mention UWGB WI Clerks & Treasurers Institute when reserving your room. If you would like a roommate, please contact us. Please bring your tax exempt letter if you wish to claim tax exempt status on your hotel room.

3 Institute Programs: What Should I Do? The Clerks and Treasurers Institute offers training for the essential duties of the clerk s and treasurer s position, introduces innovative ideas to bring back to boards, teaches federal and state statutes and offers opportunities to network with professionals for exchanging ideas and support which is needed for the successful operation of an increasingly complex local government entity. Participants are required to attend Monday through Friday. People who have never attended the Institute should choose either: Municipal Clerks Institute This track provides education and training on clerk duties. Municipal Treasurers Institute Provides education for municipal treasurer duties. This program does not provide basic accounting training. You should be able to post journal entries and perform T-account postings. Certificates Earn all of the educational points for the following certificates upon completion of our Institute. We are the only authorized provider in Wisconsin. Certified Municipal Clerk (CMC) (through IIMC 120 points) Wisconsin Certified Municipal Clerk (WCMC) (through WMCA 100 points) Certified Public Financial Administrator (CPFA) (through APT US&C 100 points) Certified Municipal Treasurer of Wisconsin (CMTW) (through MTAW) Schedule of Events Attendance is required Monday through Friday. Monday Thursday courses begin at 8 a.m., end at 5 p.m. Friday classes end at 11 a.m. Sunday 1st Year Registration (4 4:30 p.m.) 1st Year Welcoming Reception (4:30 5:30 p.m.) The First Year Welcoming Reception is a fun time that gives new people coming to the Institute a chance to meet their mentor and new classmates. 1st Year Opening Banquet (5:30 6:30 p.m.) This event is for all first year students. Get acquainted with your fellow classmates. Registration (6:30 7:30 p.m.) Orientation (6:30 7 p.m.) Monday Registration (7 8 a.m.) Green Bay Packer Outing (5:30 p.m. buses leave) The Monday night outing is an optional event planned to give everyone a break. Our evening at Lambeau Field will consists of a 1 hour guided tour of the stadium and a self-guided tour of the newly renovated Packers Hall of Fame. Cost: $22/person. This includes: transportation, stadium tour, and the Hall of Fame. Sign up on our registration form on the back page. Please include your family or guest. Tuesday Radisson Managers Reception Details will be announced. Wednesday Certificate Info Session (5:45 6:15 p.m.) Learn how to earn your certifications. Thursday Class Photos (5 6:30 p.m.) Graduation Banquet & Ceremony (6:45 9 p.m.) All are invited! This program is one of our proudest moments at the Institute. Don t miss this opportunity to honor our graduates. Friday Class Schedule (8 11 a.m.) 10 15

4 2016 Curriculum For a complete list of offerings, visit Clerks Institute CLERK YEAR 1 All Elections Public Records & Open Meetings Law Forms & Procedures in the Clerk s Office Town Clerks only Tax Roll Preparation Tax Collection & Settlement City and Village Clerks only Parliamentary Procedures & Minute Taking Liquor & Tobacco Licensing Ordinances, Resolutions, and Policies Plus more classes CLERK YEAR 2 Records Management Business Writing Public & Media Relations Payroll and Accounts Payable Tax Roll Preparation Tax Collection After Board of Review CLERK YEAR 3 Basic Employment Law Fraud Clerk s Role in Emergency Management Liability of Local Government & Officials Ethics & Conflicts of Interest Working with Boards, Commissions & Councils CLERKS COMPLETION Elections Parliamentary Procedure & Minute Taking Public Records & Open Meetings Law Liquor & Tobacco Licensing Adventures in Leadership Treasurers Institute TREASURER YEAR 1 Government Accounting Government Accounting for Towns How to Prepare for an Audit Duties & Responsibilities of the Treasurer Banking Ordinances, Resolutions and Policies Making Presentations More Effective with Less Stress TREASURER YEAR 2 Records Management Borrowing & Debt Management Bill It, Will They Pay? 5-Year Financial Management Techniques, Planning & Benchmarking State Sale Tax Requirements Business Writing Cash Management & Investments Public & Media Relations TREASURER YEAR 3 Basic Employment Law Cash Flow Management Fraud Working with Boards, Commissions & Councils Ethics & Conflicts of Interests Liability of Local Governments & Officials Treasurer s Role in Emergency Management TREASURERS COMPLETION Government Accounting Government Accounting for Towns Bill It, Will They Pay? State Sales Tax Requirements Borrowing & Debt Management 5-Year Financial Management Techniques, Planning & Benchmarking

5 Municipal Clerks and Treasurers Institute Registration Form Registrant Information: Name: Name on Badge: Position: (circle one) City of Village of Town of County of Population: Years in Position: Supervisor s Name: Address: City: State: ZIP: Work Phone: ( ) Home Phone: ( ) Fax: ( ) The following demographic information is optional (Please check all that apply.) Gender: Male Female Age: Heritage: African-American Hispanic Asian or Pacific Islander American Indian or Alaskan Native Caucasian Program Information: Registration Fee (Sign up for either Clerks or Treasurers Institute.) Municipal Clerks and Treasurers Institute... $469 Municipal Clerks Institute (circle one) Year: One Two Three Clerks Completion Municipal Treasurers Institute (circle one) Year: One Two Three Treasurers Completion Monday Night Outing Packer Outing... $22 (Guest and family sign up under Guest Information.) Do you plan on attending the Thursday Graduation Banquet Dinner? (It is included in your tuition.) Yes No Please help me find a roommate Guest Information: Name(s): Guest Package Quantity Costs Total Lunches (Mon. Thur.) x $50 = $ Packer Outing Graduation Banquet Fee Information: x $22 = $ x $25 = $ Guest Package Total: $ (Calculate your total fees including registrant fees.) Registration Fee... $ Monday Night Outing... $ Guest Package... $ Total Fees: $ Check payable to UW-Green Bay Outreach enclosed Send to: UW-Green Bay, Outreach Government 2420 Nicolet Dr. Green Bay, WI Charge my: Visa MasterCard Card No.: Exp.: (mm/yy) 3-Digit (CVV) Code: Cardholder Name: Signature: Registration Information: Choose one of the following ways to register: ONLINE Visit Only credit card registrations will be accepted. BY MAIL Complete the registration form. Pay by credit card or check. Make your check payable to UW-Green Bay Outreach. Send payment to: UW-Green Bay, Outreach Government; 2420 Nicolet Drive; Green Bay, WI BY FAX Send to Only credit card registration accepted. Faxed forms without credit card information will not be processed. Phone registration will not be accepted. Contact Information: Kassie Van Remortel JUNE 10 Registration Deadline: Friday, June 10, 2016 No registrations will be taken after this date.

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