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Schedule of Events

2024 CTI

2024 Online Schedule

Online ONLY:

Held Online via Zoom July 15-19, 2024

Cost: $499

The UW-Green Bay online Institute is a series of interactive, live online sessions via Zoom.

Hybrid In-Person: (Available to first year participants ONLY)

July 15-19, 2024

Cost: $649

Note: Courses being taught via Zoom will NOT be recorded. 

Attendance is required at all class sessions. Times listed are approximate. Your agenda will have actual class times.

DateTimeEvent
Sunday, July 14, 20246-7 p.m.First-Year Welcome Reception is a fun time that gives new people coming to the Institute a chance to meet their mentor and new classmates. Attendance is mandatory for first-year participants.
Monday, July 15, 20248 a.m.-5 p.m.Class Sessions
5:15 p.m.-6:15 p.m.Information Session: How to Become a Certified Clerk or Treasurer. If you plan on becoming a certified clerk or treasurer, it is important to start planning now. If you are a Year 3 student, it is particularly important you attend, so you have completed all of the requirements.
Open to all.
Tuesday, July 16, 20248 a.m.-5 p.m.Class Sessions
Wednesday, July 17, 20248 a.m.-5 p.m.Class Sessions
5:15 p.m.-6:30 p.m.All Conference Event (Optional)
Thursday, July 18, 20248 a.m.-5 p.m.Class Sessions
4:45-5:45 p.m.Wine and Rewind. Wine and Rewind is a Q&A session to get your questions answered. This lively panel of seasoned clerks and treasurers has been one of our most popular workshops.
Friday, July 19, 20248 a.m.-2 p.m.Class Sessions

2024 Curriculum at a Glance

Each track contains 32-34 hours of education. Not all classes listed. As you register, a diverse range of elective classes will be made available to you (too many to list).

Clerks Institute

CLERK YEAR 1

  • Elections
  • Records & Open Meeting Law
  • Ordinances, Resolutions & Policies
  • Making Presentations Less Stressful

Town Clerks

  • Developing a Budget
  • Tax Roll Preparation
  • Tax Collection & Settlement
  • Plus More

City and Village Clerks

  • Liquor & Tobacco Licensing
  • Parliamentary Procedure
  • Plus More

CLERK YEAR 2
All

  • Business Writing
  • Records Management
  • Electives

Town Clerks

  • Liquor & Tobacco Licensing
  • Parliamentary Procedure
  • Plus More

City and Village Clerks

  • Developing a Budget
  • Tax Roll Preparation
  • Tax Collection & Settlement
  • Plus More

CLERK YEAR 3
All

  • Strategic Planning in the Clerk’s Office
  • Basic Employment Law
  • Fraud
  • Clerks Role in Emergency Management
  • Liability of Local Government & Officials
  • Ethics & Conflicts of Interest
  • Working with Boards, Commissions & Councils
  • Technology
  • Electives
  • Plus More

CLERKS COMPLETION

  • Elections
  • Strategic Planning in the Clerk’s Office
  • Public Records & Open Meeting Law
  • Parliamentary Procedure
  • Liquor & Tobacco Licensing
  • Adventures in Leadership
  • Electives
  • Plus More
Treasurers Institute

TREASURER TRACK 1

  • Government Accounting
  • Cash Accounting for Towns
  • How to Prepare for an Audit
  • Developing a Budget
  • Duties & Responsibilities of the Treasurer
  • Tax Roll Preparation
  • Tax Collection & Settlement
  • Ordinances, Resolutions, Proclamations
  • & Policies
  • Electives
  • Plus More

TREASURER TRACK 2

  • Borrowing & Debt Management
  • Records Management
  • Bill it, Will They Pay?
  • Financial Planning & Levy Limits
  • State Sales Tax Requirements
  • Business Writing
  • Cash Management
  • Electives
  • Plus More

TREASURER TRACK 3

  • Basic Employment Law
  • Fraud
  • Treasurers Role in Emergency Management
  • Liability of Local Government & Officials
  • Ethics & Conflicts of Interest
  • Working with Boards, Commissions & Councils
  • Technology
  • Cash Flow Management
  • Electives
  • Plus More

TREASURER COMPLETION

  • Government Accounting
  • Cash Accounting for Towns
  • Borrowing & Debt Management
  • Financial Planning & Levy Limits
  • Cash Management
  • State Sales Tax Requirements
  • Influence without Authority
  • Electives
  • Plus More