ClerkBooks 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 webinar available that is tailored specifically for them.

Click on the list of webinars to see more information about each webinar. Use the Registration Form at the bottom of the page to register for one or more webinars. We will invoice you within 24 hours of receiving your registration.

List of Webinars

Using Excel with ClerkBooks: March 21-23, 2018

Using Excel With ClerkBooks

March 21-23, 2018

This is a Flexible 3-part series covering Basic to Advanced Excel topics. You can take one day of classes at a time, or take all three at once. The Basic and Intermediate courses must be completed before students can take the Integrating with ClerkBooks course.

We will use several ClerkBooks custom reports during the training such as: Profit & Loss by Fund, Balance Sheet by Fund, Payroll Summary and Budget Worksheets. Course materials include a paperback manual and sample workbooks.

Class Length

Three 6.5-Hour Days
8:30 am – 4:00 pm CST


Basic Excel Techniques Intermediate Excel Techniques Integrating Excel with ClerkBooks

Getting to Know Excel
Workbook vs Worksheets
Creating and Opening Workbooks
Using Templates
Navigating the Excel Screen
Zoom & Scroll

Entering Data
Cell References
Formula Bar
Max & Min

Formatting Data
Font Formats & Alignment
Data Formatting
Cell Styles
Formatting as Table
Cut, Copy, Paste
Format Painter

Editing Data
Spell Check
Reference Materials
Inserting, Sizing & Deleting Cells, Rows & Columns
Freezing Panes
Arranging Windows

Finding Data
Sort & Filter
Find & Replace

Saving and Printing Your Work
Save vs Save As
File and Folder Structures
Print Preview
Print Settings

Illustrations & Text
Pictures & Clip Art
Shapes & Smart Art
Word Art & Text Boxes

Data Connections and Tools
Using External Data
Converting .csv Files
Text to Columns
Data Validation

Advanced Formulas
Defined Names
Financial Formulas
Logical Formulas
Text Formulas
Date & Time Formulas
Lookup & Reference Formulas
Custom Formulas

Advanced Data Entry
Advanced Sort, Filter and Outlining
Relative & Absolute Cell Referencing
Filing & Moving Data
Cell Comments

Charts and Graphs
Selecting Data
Creating Charts & Graphs
Designing/Formatting Charts & Graphs
Editing & Updating Charts & Graphs

Page Layout View
Themes & Page Setup
Headers & Footers

Protecting & Sharing Workbooks/Worksheets
Tracking Changes

Customizing Excel
Quick Access Toolbar
Status Bar
Excel Options

Advanced Budget Worksheets
Importing Reports from QuickBooks
Formatting Reports for Budget Workshop
Creating What-If Scenarios
Creating a Summary Page
Using the Worksheets During the Workshop

Advanced Council Reports
Importing Reports from QuickBooks
Formatting Reports for Council Use
Creating Charts and Graphs
Updating Reports Month After Month
Publishing the Reports

Annual “State of the City” Newsletter
Formatting the Newsletter
Importing and Updating Information
Creating Charts & Graphs
Including Text from Council & Staff
Adding Pictures
Publishing the Newsletter


Includes: registration, paperback manual and downloadable sample worksheets

Cost: 1st student per City Cost: each additional student per City Manual
One Day of Class $150.00 $120.00
Two Days of Classes $270.00 $216.00
Three Days of Classes $360.00 $288.00

Annual Conference: November 7 - 9, 2018

ClerkBooks User Conference

November 7 – 9, 2018

We always learn something new during each install. Every year, we also attend our own continuing education classes. We apply some of our new knowledge to upgrades to the ClerkBooks system. The rest is taught during these three days.

Come and join other ClerkBooks users as we update you on the latest and greatest ClerkBooks tricks, tools & techniques.

Tentative Agenda

Times: CST Wednesday Thursday Friday
8:00-8:30 Log-in and Set-up Log-in and Set-up Log-in and Set-up
8:30-9:45 ClerkBooks Updates and How to Navigate the Webinar Closing the Books & Preparing Reports Lost Art of Ethical Behavior
9:45-10:00 Break Break Break
10:00-10:45 Foundational Fund Accounting Principals Closing the Books & Preparing Reports Open Meetings / Open Records
10:45-11:00 Break Break Break
11:00-12:00 Foundational Fund Accounting Principals Preparing for an Audit Minutes, Resolutions, and Ordinances
12:00-1:00 Lunch Break Lunch Break Lunch Break
1:00-1:45 Foundational Fund Accounting Principals Economic Development Records Management
1:45-2:00 Break Break Break
2:00-2:45 Foundational Fund Accounting Principals Budgeting & Capital Planning Records Management
2:45-3:00 Break Break
3:00-4:00 Tough Transactions (Bounced Checks, Voiding Transactions, Liens, etc.) Grant Writing & Administration


Cost includes: registration and downloadable/printable materials

Cost: 1st student per City Cost: each additional student per City
Registered before October 1st $360.00 $288.00
Registered after October 1st $395.00 $316.00

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


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


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

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


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)
Capital Planning and the Budget
Continual Communication
Handling Emergencies


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

Registration Form

reCAPTCHA is required.

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.)

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