Registration open for first local officer business workshops of 2020

Published: November 14, 2019

Last updated on December 13th, 2019

Registration has opened for local secretaries, treasurers, and for presidents and trustees who are interested in attending workshops that will go over key aspects of the business of local union finances. Follow the links below to register.

Secretary and treasurer workshops

The Local S&T serves as the backbone to the business operations of the Local. Your position comes with a high level of fiduciary responsibility where you have the legal responsibility for managing your members’ money. What this really means is that you have been placed in a position of trust and there may be consequences, legal or otherwise, for betrayal of that trust. This workshop presented by the Field Audit & Support Department will prepare you with a baseline of all the responsibilities S&Ts must handle. Rules, regulations and procedures are always changing and evolving, so we encourage even the seasoned S&Ts to periodically attend this workshop.

Workshops will run 9 a.m. – 5 p.m. local time all three days. Topics include:

  • Managing member records in TD Connect
  • Understanding payroll deductions
  • Working the monthly eBill
  • Using WinStabs-NMR to manage your Local’s money
  • Making proper disbursements
  • Budgeting for your Local and LCA funds
  • Paying taxes and filing reports with the authorities
  • Each officer’s role in the newly revised Treasurer’s Annual Report (TAR) and audit process
  • Proper record keeping

S&T WORKSHOP DATES

  • January 27 through 29, 2020 – Kansas City, Mo., Room 109 of the Drury Inn and Suites, 7900 Northwest Tiffany Springs Kansas City, MO 64153;
    The block room rate is $92/night-double $102/night-single. Room reservation deadline is Dec. 27, 2019. Call 1-800-325-0720 or visit www.druryhotels.com to make a reservation. Use group # 2396909.
    This workshop is full and registration is CLOSED. A waitlist is available by contacting the Field Audit Support team at 216-228-9400.
  • March 2020 – Philadelphia, Pa.; DETAILS TO BE FINALIZED
  • June 2020 – Salt Lake City, Utah; DETAILS TO BE FINALIZED.
  • Nov./Dec. 2020 – New Orleans, La.; DETAILS TO BE FINALIZED.

Local president and trustee business basics workshops


The Field Audit & Support Department is launching a new series of workshops geared towards Local Presidents and Trustees. The purpose of these one-day workshops will be to equip officers with “local business basics” so that they understand their role in the business operations along with what is necessary to support and keep the Local Treasurer on task. It is most likely cost-prohibitive for Locals to send all three trustees to this workshop, so it is recommended that they identify a single trustee to send.

Learn about:

  • The role each officer has in the business operations of the Local
  • Business-related tasks Locals must perform and be held accountable for
  • Understanding the monthly treasurer report
  • Each officer’s role in the newly revised Treasurer’s Annual Report (TAR) and audit process
  • Maintaining revenue and making proper disbursements
  • Getting business done at the Local meeting and properly recording it in meeting minutes
  • Common Local pitfalls and how to avoid them

LOCAL PRESIDENT AND TRUSTEE WORKSHOP DATES

  • January 30, 2020 – Kansas City, Mo., Room 109 of the Drury Inn and Suites, 7900 Northwest Tiffany Springs Kansas City, MO 64153;
    The block room rate is $92/night-double $102/night-single. Room reservation deadline is Dec. 27, 2019. Call 1-800-325-0720 or visit www.druryhotels.com to make a hotel reservation. Use group # 2396909.
    Register to attend this workshop by following this link. Workshop registration deadline is Jan. 20 and there are 25 slots open.
  • March 2020 – Philadelphia, Pa.; DETAILS TO BE FINALIZED
  • June 2020 – Salt Lake City, Utah; DETAILS TO BE FINALIZED.
  • Nov./Dec. 2020 – New Orleans, La.; DETAILS TO BE FINALIZED.

For more information, call Katy Andrijowych at 216-227-5432 or email kandrijowych@smart-union.org.