Financial Essentials and Financial Officers

January 8 - 9, 2025

English

Classroom

CUPE/SCFP

Financial Essentials and Financial Officers

LET - Financial Essentials
Jan 8, 2025 (9:00am-4:00pm (Eastern))

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

Pre-requisites: LET - Financial Essentials

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.

Dec 25, 2024

CUPE North Bay Area Office
120 Lakeshore Drive
North Bay, Ontario
(map)

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There is significant demand for our workshops. If you need to cancel your registration, please email Liane Cecchetto, lcecchetto@cupe.ca, 944 Barrydowne Rd, unit 2, SUDBURY, Ontario P3A 3V3 as soon as possible.

Thanks for your interest in CUPE’s Union Education Program and for your ongoing leadership in our union!

Liane Cecchetto
lcecchetto@cupe.ca