December 5 - 6, 2022
This is an in-person workshop for Alberta Locals only.
Financial Essentials and Financial Officers
LET - Financial Essentials
Dec 5, 2022 (9:00am-4:00pm)
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.
Bill 32 Ledger Training
Dec 5, 2022 (9:00am-10:00am)
In the summer of 2020, Jason Kenney’s Conservative Government introduced Bill 32. This anti-union legislation erodes the democratic rights of unions to be self-managing and that restricts the way in which a Local can use money that is collected from dues. As a Financial Officer, it could mean some significant changes in how you track and report your Local's finances. To help Locals comply with the upcoming implementation of the legislation, the CUPE ledger has been altered to meet the data collection and reporting requirements as defined in the legislation.
LET - Financial Officers
Dec 6, 2022 (9:00am-4:00pm)
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 Office - Lethbridge
There is huge demand for our online learning programs. If you need to cancel your registration, please let us know 72 hours in advance of the event, and we’ll offer your spot to someone else. To cancel, email
Thanks for your interest in CUPE’s online learning and for your ongoing leadership in our union!
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.