October 27 - 30, 2024
Bring a laptop if you have one.
Bring your local bylaws.
Bilingual
CUPE / SCFP
The conference will offer three days of expert guest speakers and dynamic workshops that will equip executive members with the information and skills they need to feel confident making good financial decisions. With two streams of workshops, there is something for everyone. We are offering financial officer training for treasurers and trustees, as well as workshops appropriate for every executive member on topics such as building a local budget, by-law essentials, and accessing CUPE National financial resources.
LET - Financial Essentials and LET - Financial Officers.
LET - Financial Essentials
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
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. NOTE: This workshop is a pre-requisite for Secretary-Treasurers and Trustees wishing to take LET - Financial Officers.
LET - Financial Officers
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Following the completion of LET - Financial Essentials, this 6-hour workshop allows Secretary-treasurers and Trustees to delve deeper into local finances. Secretary-treasures 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. NOTE: Please bring a laptop, if possible.
LET - Financial Essentials and LET - Financial Officers.
LET - Financial Essentials
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
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. NOTE: This workshop is a pre-requisite for Secretary-Treasurers and Trustees wishing to take LET - Financial Officers.
LET - Financial Officers
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Following the completion of LET - Financial Essentials, this 6-hour workshop allows Secretary-treasurers and Trustees to delve deeper into local finances. Secretary-treasures 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. NOTE: Please bring a laptop, if possible.
Workshop #1 (English) - Budgeting
Budgeting
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Empower your local union with the important skills to create a strong budget that supports your goals and make timely strategic decisions throughout the year including where to focus / refocus resources based on your monthly financial results compared to your budget. In this workshop you will learn: Budget Basics, Setting Priorities, Financial Planning, Transparency and Accountability, Effective Reporting and Communication. Join us to improve your local union’s financial future!
Workshop #2 (English) - LET - Bylaw Essentials
LET - Bylaw Essentials
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Good bylaws are an essential component of a well-functioning local. In this workshop, you will learn the principles of good bylaws and how to make sure they are in compliance with CUPE's national constitution. We'll also look at how clear language bylaws help our members get involved in the work of the union. NOTE: Please bring your local bylaws to the workshop.
Workshop #3 (English) - Access to National Financial Resources with a component on Trustee reports.
Access to National Financial Resources with a component on Trustee reports
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
In this workshop, you will learn about preparation and submission of cost-share campaign plans to access the funds necessary (50-50 between CUPE National and the local) to support your campaigns around bargaining, contracting-out, anti-privatization and other initiatives. The workshop will explain how different resources can be accessed at appropriate points in a campaign arc, the elements of a successful campaign plan and how they fit into successful campaign proposals, timelines and deadlines, and relevant regulations around the National Defence Fund and the cost-sharing campaigns approval process.
Workshop #4 (English) - CUPE National PCT & Electronic Ledger.
CUPE National PCT & Electronic Ledger
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Understand the payment structures to CUPE National and the processes behind remittances of local union dues. Gain an understanding of how to use the online CUPE Electronic Ledger.
Workshop #5 (English) - Financial Officers Clinic
Financial Officers Clinic
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
A place to explore with our peers, specific questions we have about our own local union's' financial requirements.
Workshop #1 (French) - Budgeting
Budgeting
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Empower your local union with the important skills to create a strong budget that supports your goals and make timely strategic decisions throughout the year including where to focus / refocus resources based on your monthly financial results compared to your budget. In this workshop you will learn: Budget Basics, Setting Priorities, Financial Planning, Transparency and Accountability, Effective Reporting and Communication. Join us to improve your local union’s financial future!
Workshop #2 (French) - LET - Bylaw Essentials
LET - Bylaw Essentials
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Good bylaws are an essential component of a well-functioning local. In this workshop, you will learn the principles of good bylaws and how to make sure they are in compliance with CUPE's national constitution. We'll also look at how clear language bylaws help our members get involved in the work of the union. NOTE: Please bring your local bylaws to the workshop.
Workshop #3 (French) - Access to National Financial Resources with a component on Trustee reports.
Access to National Financial Resources with a component on Trustee reports
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
In this workshop, you will learn about preparation and submission of cost-share campaign plans to access the funds necessary (50-50 between CUPE National and the local) to support your campaigns around bargaining, contracting-out, anti-privatization and other initiatives. The workshop will explain how different resources can be accessed at appropriate points in a campaign arc, the elements of a successful campaign plan and how they fit into successful campaign proposals, timelines and deadlines, and relevant regulations around the National Defence Fund and the cost-sharing campaigns approval process.
Workshop #4 (French) - CUPE National PCT & Electronic Ledger.
CUPE National PCT & Electronic Ledger
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
Understand the payment structures to CUPE National and the processes behind remittances of local union dues. Gain an understanding of how to use the online CUPE Electronic Ledger.
Workshop #5 (French) - Financial Officers Clinic
Financial Officers Clinic
Oct 28, 2024 (1:00pm-4:30pm (Atlantic))
Oct 29, 2024 (9:00am-5:00pm (Atlantic))
A place to explore with our peers, specific questions we have about our own local union's' financial requirements.
Oct 18, 2024
Halifax Convention Centre
1650 Argyle Street
Halifax, Nova Scotia
(map)
197
$250
The registration fee is $250 per person. This fee includes lunch but does not include hotel accommodation; participants are responsible for arranging their own accommodations.
We accept payment in cash and by cheque.
Please bring your payment on the date of the conference or mail payment to:
CUPE National
1375 St. Laurent Blvd.
Ottawa, ON K1G 0Z7
Attn: Conference and Convention Office
If you need to cancel your registration, please email events@cupe.ca as soon as possible.
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.
CUPE Events
events@cupe.ca