Events and Webinars

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

Travel Schedule


We’re Hitting the Road

Over the next year we will be traveling to many events. Maybe even an event near you! We would love to meet you face-to-face. Let us know if there is an event in your area we might be able to participate in.

Nebraska Municipal Clerk Institute and Academy

ClerkBooks will have a booth in Kearney, NE on Wednesday and Thursday March 20 & 21, 2019
You can get more information about those meetings at: https://www.unomaha.edu/college-of-public-affairs-and-community-service/public-administration/professional-programs/nmci-2016.php

Wyoming Midwest Assistance Program

Eddie will teach Fund Accounting Principals in Gillette, WY on May 14th, in Riverton, WY on May 15th and in Mountain View, WY on May 16, 2019
You can get more information about those meetings at: http://www.map-inc.org/wyoming-training.html

Iowa Municipal Finance Officer’s Association Fall Conference

ClerkBooks will have a booth at the conference in Des Moines, IA on October 16-18, 2019
You can get more information about those meetings at: https://www.imfoa.org/

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.

Tentative Agenda

Times: CST Thursday Friday
8:00-8:30 Welcome – Connecting to the Webinar Welcome – Connecting to the Webinar
8:30-9:45 Foundational Fund Accounting Principals Governmental Ethics
9:45-10:00 Break Break
10:00-10:45 Foundational Fund Accounting Principals Preparing for an Audit
10:45-11:00 Break Break
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
1:45-2:00 Break Break
2:00-2:45 Closing the Books & Preparing Council Reports Minutes, Resolutions and Ordinances
2:45-3:00 Break Break
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

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

Council Training: By Appointment Only (Customized per City)

Council Training

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.

Class Length

Two Hours

Topics

Understanding the Financials Using Financials to Make Decisions Preventing Fraud
Purpose of an Accounting System
Realistic Expectations
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

Cost

Includes: Registration for Entire City, Downloadable Presentation, Sample Reports
$225.00

Capital Planning: By Appointment Only (Customized Per City)

Capital Planning

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.

Class Length

3 Hours

Topics

Planning Financing Monitoring
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
Tax Planning
Budgeting for Capital Improvements
Writing Grants
TIF (Tax Incremental Financing)
Loans
Bonds
Capital Planning and the Budget
Continual Communication
Handling Emergencies

Cost

Includes: Registration for Entire City, Downloadable Presentation, Sample Plan
$350.00


Registration Form

Once your registration is received, we will send you an invoice you can have the Council approve before payment is made.
reCAPTCHA is required.

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.)


New Council/Board Training VideosMore Info
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