Schedule of Events
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.
| Date | Time | Event |
|---|---|---|
| Sunday, July 14, 2024 | 6-7 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, 2024 | 8 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, 2024 | 8 a.m.-5 p.m. | Class Sessions |
| Wednesday, July 17, 2024 | 8 a.m.-5 p.m. | Class Sessions |
| 5:15 p.m.-6:30 p.m. | All Conference Event (Optional) | |
| Thursday, July 18, 2024 | 8 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, 2024 | 8 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