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Financial Issues for Local and State Union Officers:
Secretary-Treasurer Training Conferences
Every year, the APWU Secretary-Treasurer's Department provides several training sessions for the union's state and local officers.
In 2008, we offer training conferences in the following cities:
San Diego, CA (Feb. 13-15)
Jacksonville, FL (March 6-8)
Pittsburgh, PA (March 26-28)
San Juan, PR (Sept. 9-11)
Milwaukee, WI (Oct. 28-30)
Each conference features a general session, as well as workshops on:
Individual Information Sessions: These sessions are an opportunity for you to meet with Secretary-Treasurer Terry Stapleton or one of the instructors and have your questions addressed one-on-one. Appointments will be available the afternoon of the general session and the following day, right after workshops conclude. You may schedule an appointment onsite.
QuickBooks: We suggest that those who are not familiar with QuickBooks take a beginning class at a computer training center before taking the workshops offered by the Secretary-Treasurer’s Training Conferences.
Pre-Conference Workshop: Basic QuickBooks (Maximum of 24 registrants):
Open to those who have little experience with QuickBooks, or who would like a refresher.
Electronic Accounting Series (Maximum of 24 registrants):
A series of hands-on computer workshops, parts A though D, focusing on using QuickBooks for payroll, producing reports, bank reconciliations, budgeting and integrating iMIS. Participants must have previously attended a Secretary-Treasurer’s Training.
Scheduling Travel: Registration is at 9 a.m. the morning of
the General Session. Also note that the last day of the conference
concludes with a luncheon from
1 p.m. to 2:30 p.m.
If you have any questions, please contact the Secretary-Treasurer’s Department at (202) 842-4215.
ABOUT THE SECRETARY-TREASURER'S DEPARTMENT
Terry R. Stapleton
Secretary-Treasurer
202-842-4215
202-842-8530
The Secretary-Treasurer acts as the union's chief financial officer and serves local unions, state affiliates, officers, and members in many ways.
The Secretary-Treasurer seeks to increase union revenue by encouraging non-members to join, and is responsible for the collection and proper disbursement of union funds. The Secretary-Treasurer's Department offers in-depth training to local and state union officers who have financial responsibilities for their organizations.