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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:

  • Basic Leadership: covers the LMRDA, national constitution, financial basics

  • Advanced Leadership: policies and procedures, planning for the future and goal setting

  • LM financial reports (2, 3 & 4)

  • Elections

  • IRS Obligations and Reports, and

  • Travel Expense Reimbursement

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.

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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.

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