CUPE National: Financial Essentials/Financial Officers
September 27 @ 6:00 pm - September 29 @ 12:00 pm
Sep 27, 2019 (6:00pm-9:00pm)
Sep 28, 2019 (9:00am-12:00pm)
This workshop is for all members in an elected position within the local union. Whether you are a trustee or a member of the executive, learning about the basics of the local union’s finances is a priority. In this workshop, you will learn about your duties within the finances of the union, budgeting and how to be transparent and accountable to members.
LET – Financial Officers
Sep 28, 2019 (1:00pm-4:00pm)
Sep 29, 2019 (9:00am-12:00pm)
Once secretary-treasurers and trustees complete the Financial Essentials 1-day workshop, they will spend Day 2 learning about bookkeeping and auditing. Treasurers will learn how to use the CUPE electronic ledger, manage the local union’s funds and accounts, and prepare reports to the membership and the trustees. Trustees will learn how to properly perform an audit of the local union’s books, accounts, properties, and assets. At the end of this workshop, Trustees will be able to make recommendations to the local union to improve the local union’s financial health. LAPTOP REQUIRED-if possible.