Schedule of Events

Municipal Clerks and Treasurers Institute2023 Online Schedule

Held Online via Zoom July 17-21, 2023 

Cost: $499 

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

Date Time Event Location
100% Virtual
Sunday, July 16, 2023 7-8 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.  Zoom
Monday, July 17, 2023 8 a.m.-5 p.m. Class Sessions Zoom
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.
Zoom
Tuesday, July 18, 2023 8 a.m.-5 p.m. Class Sessions Zoom
Wednesday, July 19, 2023 8 a.m.-5 p.m. Class Sessions Zoom
5:15 p.m.-6:30 p.m. All Conference Event (Optional) Zoom
Thursday, July 20, 2023 8 a.m.-5 p.m. Class Sessions Zoom
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. Zoom
Friday, July 21, 2023 8 a.m.-2 p.m. Class Sessions Zoom


2023 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