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.
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
Saving and Printing Your Work
Illustrations & Text
Data Connections and Tools
Advanced Data Entry
Charts and Graphs
Page Layout View
Advanced Budget Worksheets
Advanced Council Reports
Annual “State of the City” 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.
|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|
|10:00-10:45||Foundational Fund Accounting Principals||Closing the Books & Preparing Reports||Open Meetings / Open Records|
|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|
|2:00-2:45||Foundational Fund Accounting Principals||Budgeting & Capital Planning||Records Management|
|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)
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
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.)