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National Events

Secretary-Treasurer’s Training

Saturday, March 9, 2019 - Monday, March 11, 2019
Hilton New Orleans Riverside
2 Poydras St
New Orleans, LA 70130
Phone: (504) 584-3999
More Details

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.

Register Here!

*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

Location: New Orleans, LA

Location:

Hilton New Orleans Riverside
2 Poydras St
New Orleans, LA 70130

 

 

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 cancelled. Complementary Wi-Fi and access to the health club is 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

 

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