Because of continued demand, a workshop has been scheduled in March to help local treasurers learn how to use TD Connect, the new eBilling system that also manages member records. Numerous workshops scheduled in late 2018 and early this year filled to capacity. Follow the link below to register.
Register online for the March 19-21 TD Connect workshop in Cleveland.
The workshop registration deadline is March 13, 2019.
A flier is available with additional information about accommodations and the workshops (PDF).
Attendees are responsible for arranging their own travel and hotel rooms. Visit this link for a list of discounts available in the area.
The workshop sessions will run from 9 a.m. – 5 p.m. on all three days in the first-floor training room at the SMART Transportation Division office, 24950 Country Club Blvd., North Olmsted, Ohio.
For any additional information about the workshop, please call Alyssa Patchin at 216-227-5281 or email apatchin@smart-union.org.
Tag: treasurers’ workshop
A new version of WinStabs for 2018 — Version 5.09 — is now available for download via iLink and includes updated tax rates.
Follow this link to view PDF instructions about how to download and start a new year in this new version of WinStabs.
Once you have downloaded and started your new year, please ensure that you go to: Add-ins>Tools>Initial Setup Menu>Update Dues Rates & Set Fund Balances. You will need to enter the new International Dues Rate and should refer to the letter that you received from SMART TD concerning the January 2018 dues increase. Then click on the Fund Balances & Setting Rates tab at the top and change the Mileage Rate to $0.545.
If you have any questions please email Fieldauditor@group.smart-union.org
Also, registration remains open for a workshop for local treasurers Feb. 21 to 23 that will provide hands-on training on the responsibilities and duties pertaining to their office, including direct receipts, iLink and WinStabs. It will also focus on proper completion of monthly billings and member record maintenance.
This training will also be LIVESTREAMED for participants who are unable to attend in person at the SMART Transportation Division office — 24950 Country Club Blvd., North Olmsted, OH 44070.
Registration is required for both in-person and web-based attendance. Contact Alyssa Patchin at (216) 227-5281 or apatchin@smart-union.org to register and for discounted hotel rates if you are traveling to the workshop. Space is limited, and attendees will be accepted on a first-come basis.
The three-day session will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at the local meeting as an allowable expense of the local. Local treasurers are responsible for their own travel/lodging arrangements.
A local treasurer workshop Feb. 21 to 23 will provide hands-on training on the responsibilities and duties pertaining to their office, including direct receipts, iLink and WinStabs. It will also focus on proper completion of monthly billings and member record maintenance.
This training will also be LIVESTREAMED for participants who are unable to attend in person at the SMART Transportation Division office — 24950 Country Club Blvd., North Olmsted, OH 44070.
Registration is required for both in-person and web-based attendance. Contact Alyssa Patchin at (216) 227-5281 or apatchin@smart-union.org to register and for discounted hotel rates if you are traveling to the workshop. Space is limited, and attendees will be accepted on a first-come basis.
The three-day session will include all training and materials at no cost to the local. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at the local meeting as an allowable expense of the local. Local treasurers are responsible for their own travel/lodging arrangements.
SMART Transportation Division will be conducting a Treasurer’s Workshop at the SMART TD Headquarters located in North Olmsted, Ohio, April 25-27, 2017.
Attendance will be limited to 35 registrants. Attendees will be accepted on a first-come basis. Those interested in attending are instructed to contact Alyssa Patchin by calling (216) 228-9400, or by email at apatchin@smart-union.org as soon as possible to reserve a spot in the class.
While all treasurers will likely benefit from this workshop, newly elected treasurers are strongly encouraged to attend. The workshop will provide local treasurers with training on the responsibilities and reporting duties pertaining to the office, including direct receipts and WinStabs. It will also focus on the completion of mandatory filings with the IRS and Department of Labor as well as instructions on completing a monthly billing properly.
Training sessions will be conducted by SMART TD Field Auditors.
If possible, attendees should bring a notebook computer and USB flash drive.
The three-day training session comes at no cost to the local. However, the local is responsible for all expenses associated with the treasurer’s attendance. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at a local meeting as an allowable expense.
SMART Transportation Division will be conducting a Treasurers’ Workshop at the International Headquarters located in North Olmsted, Ohio on March 8-10, 2016.
Attendance will be limited to 35 registrants, so those interested in attending are instructed to contact Dora Wolf in the Updating Department by calling (216) 228-9400, or by email at dwolf@smart-union.org as soon as possible to reserve a spot in the class.
While all treasurers will likely benefit from this workshop, newly elected treasurers are strongly encouraged to attend. The three-day training session comes at no cost to the local. However, the local is responsible for all expenses associated with the treasurer’s attendance. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at a local meeting as an allowable expense of the local.
The workshop will provide local treasurers training on the responsibilities and reporting duties pertaining to the office, including direct receipts and WinStabs. It will also focus on the completion of mandatory filings with the IRS and Department of Labor as well as instructions on completing a monthly billing properly.
A block of rooms is being held at the Radisson Hotel Cleveland Airport, 25070 Country Club Blvd, North Olmsted, OH 44070. Corporate room rate is $78 (+tax) without breakfast or $89 (+tax) with breakfast. The deadline for room reservations is Monday, February 29, 2016.
Reservations can be made by calling 1-800-395-7046 and providing code SMART TD Union when making reservations.
Training sessions will be conducted by SMART TD Field Auditors Mike Araujo, Bobby Brantley and John Purcell. Space is limited and attendees will be accepted on a first-come basis. It is recommended that those attending make their hotel reservations at the time of registration.
If possible, attendees should bring a notebook computer and USB flash drive.
The SMART Transportation Division will be conducting a Treasurers’ Workshop at the Drury Inn & Suites Kansas City Airport on October 27 and 28, 2015. Attendance will be limited to 35 registrants, so those interested in attending are instructed to contact Dora Wolf in the Updating Department by calling (216) 228-9400, or by email at dwolf@smart-union.org as soon as possible to reserve a spot in the class.
While all treasurers will likely benefit from this workshop, newly elected treasurers are strongly encouraged to attend. The two-day training session comes at no cost to the local. However, the local is responsible for all expenses associated with the treasurer’s attendance. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at a local meeting as an allowable expense of the local.
The workshop will provide local treasurers training on the responsibilities and reporting duties pertaining to the office, including direct receipts and WinStabs. It will also focus on the completion of mandatory filings with the IRS and Department of Labor.
As previously stated, the workshop will be held at the Drury Inn & Suites Kansas City Airport, 7900 NW Tiffany Springs Pkwy, Kansas City, MO 64153. A negotiated group rate of $79 per night, plus tax, is available and the deadline for room reservations is October 1, 2015.
Reservations can be made online at www.druryhotels.com, using our group code of 2256372 or by calling the Drury Inn & Suites Kansas City Airport toll-free at (800) 325-0720 and refer to group number 2256372 when making your reservation. The Drury Inn & Suites Kansas City Airport provides a complimentary shuttle service and a complimentary breakfast.
Training sessions will be conducted by SMART Transportation Division Auditors Bobby Brantley, John Purcell and Mike Araujo. Space is limited and attendees will be accepted on a first-come, first-served basis. It is recommended that those attending make their hotel reservations at the time of registration with SMART TD.
The SMART Transportation Division is conducting a local treasurers’ workshop at the Sheet Metal Workers Local 67 Hall in San Antonio, Texas, March 11-12.
Attendance is limited to 30 registrants.
Those interested in attending the workshop should contact the office of the SMART TD director of updating/auditing department. Call (216) 228-9400, or email Karen Cashin at kcashin@smart-union.org. The deadline to register is Feb. 28.
While all local treasurerswill likely benefit from this workshop, newly elected treasurers are strongly encouraged to attend.
The two-day session will include all training and materials at no cost to local treasurers. However, the local is responsible for all other costs associated with the treasurer’s attendance at the workshop. Lost time or salary, travel, hotel and meal expenses connected with attendance may be reimbursed if pre-approved at a local meeting as an allowable expense of the local.
The workshop will provide local treasurers with hands-on training on the responsibilities and reporting duties pertaining to their office, including direct receipts and Winstabs. It will also focus on completion of mandatory filings for LM reports and Form 990 and DOL requirements.
The workshop will be held at the Sheet Metal Workers Local 67 Hall located at 11 Burwood Lane in San Antonio. Corporate room rates of $99 per night, plus tax, are available at the Holiday Inn San Antonio International Airport located at 77 N.E. Loop 410, just a few miles from the Sheet Metal Hall. The Holiday Inn will provide free shuttle service to the hall. The deadline for room reservations is Feb. 28.
Reservations can be made by calling the Holiday Inn directly at (888) 615-0518 or (210) 349-9900. Provide the code “UTU” when making reservations.
Training sessions will be conducted by SMART Transportation Division Auditors Bobby Brantley and Mike Araujo.
Space is limited and attendees will be accepted on a first-come, first-served basis. It is recommended that those attending make their hotel reservations at the time of registration.
Attendees should bring a notebook computer and a USB flash drive.