ClerkBooks Events and Online Webinars
Continuing Education is key to success in the ever changing worlds of government, accounting and software. Join us as we cover the hot topics and apply them directly to your ClerkBooks system. Classes are interactive with live communication with all participants, downloadable presentations, and/or printable manuals and worksheets.
Content will be applicable to the City Clerk, City Treasurer, and City Manager positions. Content will relate to positions in all states, however we may utilize the Iowa chart of accounts for sample transactions. Council Members and Mayors are invited to attend and there is also a separate class available that is tailored specifically for them.
Click on the list of events and webinars to see more information about each class. Use the Registration Form at the bottom of the page to register for one or more classes. We will invoice you within 24 hours of receiving your registration.
List of Events and Webinars
Annual Conference: June 20 - 21, 2019
ClerkBooks User Conference
June 20 – 21, 2019
We always learn something new during each install. We also attend our own continuing education classes every year. We apply some of our new knowledge to upgrades to the ClerkBooks system. The rest is taught during these two days. Come and network with other ClerkBooks users as we update you on the latest and greatest ClerkBooks tricks, tools & techniques.
This year you will have the option of attending in person or attending via streaming podcast. Eddie, John, Sonya and Melinda will all teach classes from our corporate headquarters in Garner, Iowa. If possible, please plan on attending in person. We would love to meet with you face-to-face. However, if travel is not in the budget this year, you can still attend via webinar.
UPDATE 5/22/19: On-Site Registrations have been filled. Any additional registrations will be for Webinar only.
|8:00-8:30||Welcome – Connecting to the Webinar||Welcome – Connecting to the Webinar|
|8:30-9:45||Foundational Fund Accounting Principals||Governmental Ethics|
|10:00-10:45||Foundational Fund Accounting Principals||Preparing for an Audit|
|11:00-12:00||Foundational Fund Accounting Principals||Budgeting|
|12:00-1:00||Lunch Break & Networking||Lunch Break & Networking|
|1:00-1:45||Tough Transactions (Bounced Checks, Voiding Transactions, Liens, etc.)||Capital Planning|
|2:00-2:45||Closing the Books & Preparing Council Reports||Minutes, Resolutions and Ordinances|
|3:00-4:00||Open Meetings / Open Records||User’s Choice Topic**|
**User’s Choice Topic
Have an idea for an extra topic you would like covered at the conference? Describe the topic in the Comments section of the registration form and the topic with the most interest will be covered during the conference. Everyone who suggests an extra topic will get 10% off registration! (discount will be applied on your invoice)
Cost includes: registration and downloadable/printable materials
|On-Site Cost: per City (also includes meals and snacks)||Webinar Cost: per City||Registered before June 1st||Sold Out||$240.00|
|Registered after June 1st||Sold Out||$275.00|
Budgeting with ClerkBooks: October 22 or 23 or 24, 2019
Budgeting with ClerkBooks
This one-day course will cover:
- Creating memorized Budget Worksheet reports for each sub-fund
- Adding a calculated proposed budget column
- Adding a dashboard to project what-if scenarios
- Getting Council buy-in (Making it their budget, not yours)
- What to let the Council budget, what you should budget
- Tying the budget to a Capital Improvements Plan (CIP)
- Budget approval process
- When to amend the budget
- Entering the budget into QuickBooks
- Monitoring the budget at every Council meeting
We are offering this one-day course as a webinar with 3 date options:
- Tuesday, October 22 or
- Wednesday, October 23 or
- Thursday, October 24
We will start each day at 9am cst and end when everything has been covered (probably around 3pm)
$125 per City
Council Training: By Appointment Only (Customized per City)
Scheduled by Appointment
The City Council, or Board, is responsible for safeguarding the City’s assets. To do so, they must often times make tough decisions considering the limited resources they have. They must strive to use these limited resources in the most efficient way possible; to meet as many needs and wants as they can.
The City’s staff is responsible for carrying out actions according to the Council’s decisions. In turn, they must provide timely and accurate information about those actions. This information can assist the Council in making the next set of tough decisions.
Part of safeguarding the City’s assets is to prevent fraud. The Council and the Staff must work together as a Team to prevent fraud. When mistakes are made, each part of the team is there to help correct the mistake. The Council and Staff should have each other’s back.
This two hour webinar will expand on these principals and give the Council and Staff a framework for building team work. This webinar is live and tailored specifically for each City. We will use real reports with up-to-date information from your City as examples.
|Understanding the Financials||Using Financials to Make Decisions||Preventing Fraud|
Purpose of an Accounting System
Limited Resources vs Unlimited Wants/Needs
Staff and Council, Working as a Team
Fund vs Department vs Account
What Information Can Staff Give Me?
Standard Reports vs Custom Reports
Using the Balance Sheet Report to Make Decisions
Using the Profit & Loss Report to Make Decisions
Using the Budget to Make Decisions
Using the Capital Plan to Make Decisions
What is Fraud?
How Does Fraud Happen?
Working as a Team to Prevent Fraud
Using Checks and Balances to Prevent Fraud
Using the Balance Sheet by Month (Fiscal Year-to-Date) to Prevent Fraud
Using the Profit & Loss (Last Month) to Prevent Fraud
Includes: Registration for Entire City, Downloadable Presentation, Sample Reports
Capital Planning: By Appointment Only (Customized Per City)
Scheduled by Appointment
On a month by month basis, it is so easy to get tunnel vision. We tend to focus on “patching holes” and “putting out fires. Often this means the more expensive projects never get done. When an “emergency” forces a Council to complete a large project they have to borrow more than Cities who have a Capital Improvements Plan. This leaves serious infrastructure and debt issues to the next generation.
Every City, no matter how small or how big, should have a Capital Improvements Plan. Capital Planning involves both short and long term plans for everything from office computers to street repairs to sewer lagoons. However, a Capital Plan is worthless without a way to finance the projects. That is why we also talk about available financing options including: tax planning, budgeting, grant writing, TIF, loans and bonds.
What is a Capital Improvements Plan?
Who Needs a Capital Improvements Plan?
Benefits of a Capital Improvements Plan
Creating a Capital Improvements Plan
Creating an Asset Inventory
Forecasting Future Needs
Creating a Project List
Getting Public Input
Finalizing the Plan
Budgeting for Capital Improvements
TIF (Tax Incremental Financing)
Capital Planning and the Budget
Includes: Registration for Entire City, Downloadable Presentation, Sample Plan
Webinar Technical Requirements:
Each registrant must have their own computer with high speed internet (15 Mbps or faster), speakers or headphones, and a microphone. Camera is not required. (Internet providers can boost your speed for the days of the training, then lower them back down after the training, if desired.)