Secretary-Treasurer’s Training including Officer’s Fiduciary Responsibilities, Advanced QuickBooks and Beginners QuickBooks. It is a pre-requisite for the Advanced QuickBooks to have taken Beginners QuickBooks in the past.

*Please note: QuickBooks Beginners class is now full. To be added to the waiting list please email Hannah Decker at Hdecker@apwu.org with your name, local and cell phone number. 

Dates: March 9 – 11, 2019

Recommended Travel Dates: March 8;  March 12

Hotel Rate:

$202.00/night plus taxes and fees

*Cut-off date to make reservations is February 6, 2019. Reservations can be made by calling (504) 584-3999 and using code PWU.  When calling, ask for the “American Postal workers Union” group.  Reservations can also be made on line at https://book.passkey.com/go/f6dfff11. 

Additional Hotel Information:

The group rate of $202.00/night plus taxes and fees will be offered 3 days prior and 3 days following the event dates. 

All reservations are guaranteed with a major credit card number and one night’s deposit. Guaranteed reservations will be held for the first night.  In the event of a no-show, all consecutive room nights under the same reservation will be canceled. Complimentary Wi-Fi and access to the health club are included in all guest rooms.

The following topics are examples of what will be covered in the Officer’s Fiduciary Responsibility Training Class. 

• Department of Labor requirements
• National Constitution requirements
• Legal responsibilities
• Planning for the future
• Goal setting
• Establishing local policies
• Buying vs. leasing
• Bank accounts and union credit cards
• How to handle COPA funds
• Budgeting
• Record keeping
• Payroll
• Policies and procedures
• Department of Labor and Internal Revenue Service audits
• Travel and business expenses
• Insurance

The following topics are examples of what will be covered in the QuickBooks Training Classes. 

• QuickBooks Overview
• Chart of Accounts
• Writing Checks
• Banking Deposits
• Banking Reconciliations
• Payroll Review & Information
• Budgets
• Treasurer & Financial Reports
• Credit Cards

Please note: It is a pre-requisite for the Advanced QuickBooks to have taken Beginners QuickBooks in the past.

Airports:

Louis Armstrong New Orleans International Airport (MSY)

Agenda & Registration Information:

 

Information below is subject to change.  Please check marquee in hotel for the most up to date information.

Friday, March 8, 2019 (Recommended Arrival Day)

3:00 pm – 6:00 pm

   Registration

Saturday, March 9, 2019

8:00 am – 9:00 am

Registration

9:00 am – 10:00 am

General Session

10:00 am – 5:00 pm**

Officer’s Fiduciary Responsibilities Training

10:00 am – 5:00 pm**

Beginners QuickBooks Training

10:00 am - 5:00 pm**    Advanced Quickbooks

Sunday, March 10, 2019
9:00 am – 5:00 pm**

Officer’s Fiduciary Responsibilities Training

Beginners QuickBooks Training
Advanced Quickbooks

Monday, March 11, 2019
9:00 am – 5:00 pm**

Officer’s Fiduciary Responsibilities Training

Beginners QuickBooks Training
Advanced Quickbooks

Tuesday, March 12, 2019

* Recommended Departure Day

**Breaks and Lunch will be Announced Daily

 

 

If there should be any questions, please contact Hannah Decker at hdecker@apwu.org