2023 Montana Municipal Institute for Clerks, Treasurers, & Finance Officers Draft Agenda
Sunday, April 30 – Thursday, May 4 ǀ Bozeman, MT
Best Western GranTree Inn
Sunday, April 30th
· Registration
· Athenian Dialogue—book selection TBD
· Reception & Orientation
· Team Building
Monday, May 1st
· Roles and Responsibilities
· Municipal Budgeting
· Analyzing Utility Rates
· Committees that Work
· Investing Public Funds
· Records Management
· Cash Reconciliation
· Preparation of Minutes & Developing Council Packets
Tuesday, May 2nd
· Stress Management
· Understanding Legal Documents
· Contract and Bid Procedures
· Clerks’ Manual
· Municipal Debt Management
· Funding Capital Replacement
· Communication Skills
Wednesday, May 3rd
· Reasonable Suspicion Testing
· Advanced Accounting
· Human Resources Policies and Procedures
· Risk Management
· State Legislative Update
Thursday, May 4th
· DNRC
· Grant Application and Administration
· Tax Vouchers
· MT Election Requirements & Voter Review
· Clerk/Treasurer to Clerk/Treasurer
· Creative Problem Solving