The International holds regional Financial Officer Trainings throughout the year.

The training is designed for union financial officers, financial staff, trustees, and other union officers.

The class covers basic record keeping to help in compliance with the Landrum-Griffin Act, IRS, as well as auditing and financial planning.

Financial Officer Training Agenda

8:30 - 10:00       Demonstration of how to use Quick Books Pro to set up your records in line with the new LM-2 requirements

10:00 - 10:15     Break

10:15 - 12:00     Developing a budget; exercise 

12:00 - 12:45     Lunch

12:45 - 2:30       Fundamentals of Internal Auditing; Tracking Receipts and Assets

2:30 - 2:45          Break

2:45 - 4:30          Auditing Expenses and Preparing the Audit Report