2024 Secretary-Treasurer's Training

MGM National Harbor

 

101 MGM National Ave.

Oxon Hill, MD 20745 

March 05, 2024 to March 07, 2024

National

This three-day conference will provide vital training to local officers, especially presidents and secretary-treasurers. Registration fee: $135-185. Hotel rate: $259/night plus $18/night resort fee+taxes. Register here and make your hotel reservations early to ensure your placement in the conference. 

Below are details regarding the upcoming Officer’s Fiduciary Responsibility & QuickBooks Training, as well as helpful travel information.  Register and make your hotel reservations early in order to ensure your placement in the conference. Download a printable version of the 2024 Secretary-Treasurer's Training Information by clicking here.

Hotel Information

MGM National Harbor
101 MGM National Ave
National Harbor, MD 20745

Hotel Rate: $259.00/night and $18.00/night resort fee + taxes
**Please schedule your travel arrival for March 4, 2024 and departure on March 8, 2024**

The resort fee includes the following:

  • In-Room Internet Access
  • Property Wide Wireless Internet Access
  • Access to Fitness Center

*Cut-off date to make reservations is Monday, February 5, 2024. Reservations can be made online at https://book.passkey.com/event/50669502/owner/16066798/home

*For travel purposes, please count on classes going until 5:00 pm on Thursday, March 7, 2024.Please schedule your travel arrival for March 4, 2024 and departure March 8, 2024.

If you have any questions concerning the conferences, please contact Hannah Decker, Executive Assistant to the Secretary-Treasurer at hdecker@apwu.org.

Airports
Ronald Reagan National Airport (DCA) – 9 miles
Baltimore-Washington International Airport (BWI) – 38 miles
Dulles International Airport (IAD) – 34 miles

There are plenty of taxis or ride shares available at all airports. You may also contact DC Limo Network at info@dclimonetwork.com to arrange transportation.

Agenda & Registration Information:

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

Dates: March 5 - 7, 2024 | Classes: Officer's Fiduciary Responsibility Training, Beginners Quickbooks Training, Refresher Quickbooks Training

Registration Fees:
Officer's Fiduciary Responsibility Training - $135 - Register by February 23, 2024
Beginners & Refresher Quickbooks Training - $185 - Register by February 23, 2024

Please note that all classes will be held simultaneously on Tuesday, March 5, Wednesday, March 6 and Thursday, March 7. Therefore, individuals may register for only one (1) class for all three (3) days. Registration for a class will close when the class is full.

Event Schedule

Below is a schedule of events for this training:

Monday, March 4, 2024

3:00 pm – 6:00 pm

          Registration

Tuesday, March 5, 2024

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**

          QuickBooks Beginners Training

10:00 am – 5:00 pm**

          QuickBooks Refresher Training

**Breaks and lunch will be announced daily

Wednesday, March 6, 2024

9:00 am – 5:00 pm**

Officer’s Fiduciary Responsibilities Training

9:00 am – 5:00 pm**

QuickBooks Beginners Training

9:00 am – 5:00 pm**

QuickBooks Refresher Training

**Breaks and lunch will be announced daily

 

Thursday, March 7, 2024

9:00 am – 5:00 pm**

Officer’s Fiduciary Responsibilities Training

9:00 am – 5:00 pm**

QuickBooks Beginners Training

9:00 am – 5:00 pm**

QuickBooks Refresher Training

**Breaks and lunch will be announced daily

  *It is required that a member has previously taken QuickBooks Beginners Training in order to be eligible to take QuickBooks Refresher Training.

There will be time made available for you to meet with individuals in the Secretary-Treasurer's Department to address any specific questions with which you may need assistance.

Additional Information:

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.

The hotel allows individuals to cancel their room reservation without penalty up to seventy-two (72) hours prior to their scheduled arrival date.

Paying by Check:

  • Contact Hannah Decker via email at hdecker@apwu.org for additional information.

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