Oklahoma Municipal Clerks and Treasurers Institute

Oklahoma Municipal Clerks and Treasurers Institute

Oklahoma Municipal Clerks and Treasurers Institute

View program brochure

For more information:

1.866.678.3933 or 405.744.5208
cepd@okstate.edu

Monday, February 22 – Friday, February 26, 2016

Enroll in this program

The Oklahoma Municipal Clerks and Treasurers Institute is an advanced educational program designed to develop technical skills and administrative, financial and leadership abilities.

Endorsed by

  • Oklahoma Municipal Clerks, Treasurers, and Finance Officials Association
  • Oklahoma Association of Public Treasurers of the United States & Canada
  • Government Finance Officers Association of Oklahoma
  • Oklahoma Municipal League
  • International Institute of Municipal Clerks
  • Association of Public Treasurers of the United States & Canada

Please see program agenda for details.

SESSIONS Hours CMC AREA CPFA AREA
Statutes & Laws that Pertain to Clerks 2 Public Administration Professional Development
Introduction to Cash Management 2 Public Administration Public Finance Administration
Problem Solving 2 Social & Interpersonal Professional Development
Investing Public Funds 2 Public Administration Public Finance Administration
E-mail Etiquette 3 Social & Interpersonal Professional Development
Agendas & Minutes 3 Public Administration Professional Development
Sales Tax 2 Public Administration Public Finance Administration
Debt Types 2 Public Administration Public Finance Administration
Public Budgeting 4 Public Administration Public Finance Administration
Essential Financial Policies of Municipal Operations 2 Elective Public Finance Administration
Business Writing 3 Social & Interpersonal Professional Development
How to Conduct a Meeting 3 Elective Professional Development
Ethics 2 Social & Interpersonal Professional Development
Accounting Ethics 2 Social & Interpersonal Public Finance Administration
Writing Ordinances & Resolutions 2 Social & Interpersonal Professional Development

Statutes & Laws that Pertain to Clerks
Kelly Danner, Municipal Inquiry Specialist, Oklahoma Municipal League
Introduction to Cash Management
Mike Bailey, Administrative Director/Chief Financial Advisor, City of Bartlesville
Problem Solving
Marc Tower, Adjunct Instructor, Department of Management, Spears School of Business, Oklahoma State University
Investing Public Funds
Mike Gilbert, Vice President of Institutional Sales, BOSC, Inc., a Broker/Dealer arm of BOK Financial
Email Etiquette
Pam Spinks, Director of Professional Development, Oklahoma Municipal Assurance Group
Agendas & Minutes
Bryan Drummond, Attorney, Rosenstein, Fist and Ringold
Sales Tax
Dave Francis, City/County Coordinator, Oklahoma Tax Commission
Debt Types
Jon Wolff, Vice President, Municipal Finance Services
Public Budgeting
Kenny Tsoodle, Assistant Finance Director, City of Oklahoma City
Essential Financial Policies of Municipal Operations
Brenda Wright, Shareholder and CPA, Crawfords & Associates, P.C.
Business Writing
Eve Ash, Lecturer, Oklahoma State University – Tulsa
How to Conduct a Meeting
David Weatherford, City Attorney, City of Coweta
Ethics
Tom Rider, General Manager, Municipal Electric Systems of Oklahoma
Accounting Ethics
Carol Johnson, Associate Dean, Spears School of Business, Oklahoma State University
Writing Ordinances & Resolutions
Katherine Bolles, City Attorney, City of Midwest City

  • Location
    Wes Watkins Center, Stillwater, Oklahoma
  • Price
    Full registration fee is $375 which includes instruction, materials, refreshments, continental breakfasts and the Thursday Graduation Luncheon. Part-time participation fees are $60 per half-day and do not include the luncheon. There is no parking charge at the Wes Watkins Center. Enroll Now.
  • Hotels
    Participants are asked to make their own hotel reservations. Please bring your tax exempt letter if you wish to claim tax exempt status. Hotel blocks expire January 20, 2016.

    HOTELS PRICE CONTACT INFORMATION
    Cimarron $89/night 405-372-2878
    Fairfield Inn $89/night 405-372-6300
    Hampton Inn & Suites $109/night 405-743-1306
    Holiday Inn $89/night 405-372-2445
    La Quinta $89/night 405-564-0599
  • Attendance Policy Endorsed by Education Committee
    Full attendance is required to receive credit for Institute sessions. In order to eliminate disruptions to both speakers and participants, each session will only be open for the first ten minutes. Participants wishing to receive credit will be required to sign in at the beginning of each session. Participants arriving after the session is closed can still attend but will not receive credit for the session. Appropriate breaks will be provided to address personal needs or issues that arise while you are in the sessions. If you need to leave a session for an extended period of time, please wait until the next session to return. Speakers will be encouraged to adhere to the published agenda. However, if a session breaks early, the next session will not begin until the published time.
  • Cancellation Policy
    Because of guarantee requirements for catering, cancellations must be received by February 12, 2016 at 4 p.m. for a refund of fees. Please contact the OSU Center for Executive and Professional Development at 1-866-678-3933 or cepd@okstate.edu.

The Oklahoma Municipal Clerks and Treasurers Education Committee
Beverly Bradley, Institute Director and Program Coordinator, Center for Executive and Professional Development, OSU
Kelly Danner, Staff Liaison, Oklahoma Municipal League, Oklahoma City
Brenda Hall, City of Norman
Cora Middleton, City of McAlester
Jan Neufeld, City of Altus
Cindy Pollard, City of Harrah
Bob Ponkilla, City of Oklahoma City
Lisa Root, Town of Eakly
Sarah Sharp, City of Claremore
Gina Snedeker, City of Chickasha
Ashley VanDeburg, City of Weatherford
Susan White, City of Glenpool