February 28 - March 1, 2020
This workshop covers two modules:
LET - Financial Essentials
Feb 28, 2020 (6:00pm-9:00pm)
Feb 29, 2020 (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 regarding the finances of the union, budgeting and how to be transparent and accountable to members.
LET - Financial Officers
Feb 29, 2020 (1:00pm-4:00pm)
Mar 1, 2020 (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.
CUPE Calgary Office
450, 2618 Hopewell Place NE
Please bring a copy of your collective agreement and bylaws.
Laptop required: go to cupe.ca/ledgers-local-union-financial-officers to download a copy of the ledger with budget that is needed for this workshop
Please note that this workshop may be cancelled due to low registration or other reasons.
Send your cancellation request in writing with your local number, address and telephone number by the registration deadline to:
In response to the health concerns of our members and staff, CUPE has implemented a Scent-Free Policy at all of our workshops. Scented products such as hair spray, perfume and deodorant can trigger reactions such as respiratory distress and headaches. Facilitators and participants are asked to refrain from using scented products while attending our workshops and meetings. Thank you for your cooperation.