2021 Advanced Institute

The 2021 Advanced Institute will be held as three, full-day virtual training events. We had hoped to be able to meet in person this year, but we listened closely to your feedback and decided that online instruction will be the best solution for 2021. Registration for the training includes all three days at the cost of $295.

Register now for the 2021 Online Advanced Institute. 
Advanced Institute 2021 will be held on the following days:

• Thursday, April 8 (9:00 - 4:30)
• Tuesday, May 18 (8:30 - 4:30)
• Wednesday, June 2 (8:30 - 4:30)

See below for more details or download a printable information sheet here.  Each day will have four sessions with an hour lunch break and a half hour breaks in the morning and afternoon. If the full schedule does not work for you, six of the sessions will be available as stand-alone sessions at the cost of $49 each. Click here for more information on individual sessions.

If you cannot attend a certain day, recordings of the sessions will be available for you to watch on your own schedule. Advanced Institute will have a total of 8.25 MiCPT/CPFA points available to earn this year. If you need additional points, don't forget that the monthly Treasurer-to-Treasurer panel discussions are worth a half point each. 


Thursday, April 8

9:00-10:00 am: Leading in Challenging Times, John U. Bacon
In this keynote presentation, you will hear the issues leaders are facing these days -- from COVID to a hundred other issues which follow. You will learn how to avoid being defeated by the daunting challenges and how to keep your people from being defeated, too, as well as be given concrete steps you can take to meet the moment. In conclusion, you will come to recognize that our people are looking to us for leadership like never before, and this can be our finest hour -- but only if we seize it.
John U. Bacon is a best-selling author, sports commentator, teacher, and motivational speaker. John is a lifelong resident of Ann Arbor and has published several sports-related nonfiction books, most of them focused on the University of Michigan’s football program and college athletics. Bacon has also written for the Wall Street Journal, New York Times, ESPN Sports and other national publications and has been a radio talk show host and commentator both regionally and nationally. Bacon teaches at Northwestern University’s Medill School of Journalism and the University of Michigan.

10:30-Noon: Internal Controls with Remote Workers, Bethany Verble, Maner Costerisan
With our worlds being turned upside down a year ago, many processes have been altered, often on the fly. Join us to discuss the top areas of concern we have seen in this remote environment and learn about tips and tools that can help maintain controls, while retaining flexibility and innovation, and how you can continue to use these newfound skills and processes as our world evolves.  

1:00-2:30 pm: Effective Communications and Zoom Etiquette, Susan Radwan, Leading Edge Mentoring
This presentation will focus on the dynamics of advancing our leadership skills to the world on online communications. Learn how to effectively host a virtual meeting. We will address participation etiquette, facilitation tips, presentation tips, and overall approaches to having a positive online meeting experience.
Specializing in the structure and process which impacts effective growth of individuals and organizations, Susan Radwan will bring her rich knowledge and experiences to the realities of working in municipal government.

3:00-4:30 pm: Latest in Legislative News, Judy Allen, MTA & Chris Hackbarth, MML
Learn the latest from “behind the scenes” on what is happening with Michigan legislation and its impact on municipalities and treasury offices. Judy Allen and Chris Hackbarth are the perfect one-two punch to give you the information you won't be able to hear from anyone else.
Judy Allen, is the Legislative Affairs Director with the Michigan Township Association and Chris Hackbarth is the Director of State and Federal Affairs with the Michigan Municipal League; both work tirelessly to represent municipality interests in the state and federal legislature.

Tuesday, May 18

8:30-10:00 am: Coastally Vulnerable Communities: The Impacts if Rising Lake Levels on Municipalities, Cliff Miller & Atmospheric Environmental Research
In this session, you will hear from experts on the risks of rising lake levels and the devastating impacts on property owners and communities. A snapshot of the magnitude of property values exposed to uninsured risk will also be discusses and efforts needed to address tens of billions of dollars’ worth of assessed values and potential losses.
Cliff C. Miller is the managing partner of Tri-County Agency; he has been a licensed property and casualty insurance agent since 2011; he focuses on commercial organizations with annual revenues over $500,000. Cliff has also worked as a commercial underwriter for The Hanover Insurance Group. A graduate of Northwood University, he also holds a Certified Insurance Counselor (CIC) designation. Atmospheric Environmental Research (AER) provides state-of-the-art research, development and analysis to prepare federal agencies like NOAA, NASA and the Department of Defense, along with large insurance, investment and energy companies to anticipate, manage and react to weather and climate related risk.

10:30-Noon: Budget Forecasting, Eric Scorsone, Associate Professor and Director for the MSU Extension Center for Local Government Finance and Policy
Budget Forecasting in the Covid-19 age has become more complex than ever before.  This session will focus on two related items: 1) developing short and long term revenue and spending projections for local budgets in this era and 2) determining the potential strategies for American Rescue plan stimulus funds and tools for assessing the use of those funds.
Dr. Eric Scorsone is an economist, associate professor, and founding director of the MSU Extension Center for Local Government Finance and Policy. Dr. Scorsone served as Senior Deputy State Treasurer in the Michigan Department of Treasury and oversaw the Bureau of Local Government, Bureau of State and Local Bond Finance and Bureau of Higher Education Services. Dr. Scorsone received a Ph.D. from Colorado State University, a M.S. from Michigan State University and a B.B.A. from Loyola University of Chicago.

1:00-2:30 pm: Financial Aspects of Debt Issuance, Andy Campbell & Tom Traciak, Baker Tilly and Steven Mann, Miller Canfield
This session will discuss various advanced topics of debt issuance including: structuring debt payments, series bonding, layering debt issues, maximizing refunding opportunities, legal requirements affecting structure and debt issuance, and other financial/legal considerations for debt issuance. The goal is for attendees to better understand the possibilities and analysis required to optimize debt issuance, optimize debt repayment cash flows and save their communities money.

3:00-4:30 pm: Emerging HR Trends with a Remote Workforce, Stacy J. Belisle, McGraw Morris P.C.
In a year like no other, employees are working remotely more than ever and employers must adapt to a potential “new normal” for the workplace. This class will provide employers with the tools necessary to ensure that employees remain efficient, effective and compliant with workplace standards while working remotely.
Stacy began her legal career in 2001 and practices primarily in civil litigation, employment and labor, civil rights, municipal and immigration law. Her practice is focused on defending employers in employment and labor disputes involving age, sex, religious and race discrimination cases as well as Whistleblower, ADA, FMLA, civil rights, breach of employment contract, and wrongful and constructive discharge claims. She represents municipalities in litigation involving Michigan’s Open Meeting Act and the Freedom of Information Act. She frequently lectures on labor and employment issues.

Wednesday, June 2

8:30-10:00 am: Jeopardy Assessment Process from Start to Strike, Susan Daugherty, Treasurer of Green Oak Charter Township and Laurie Sheldon, Treasurer of the City of Kentwood
In this session, attendees will gain knowledge on the necessary steps of setting up and filing a Jeopardy Tax Assessment; filing Small Claims Cases and Striking Uncollectable Taxes. Instruction will focus on several key areas: who should be jeopardized; how to file and remove a Jeopardy Assessment Affidavit;  creating a jeopardy tax bill; review of the MCL laws pertaining to Jeopardy Assessments and Striking;  utilizing the State Uniform Commercial Code (UCC) to file and look up liens, the process of search and seizure of personal property; filing Small Claims cases; striking uncollectable taxes from the roll; contacting taxing entities to waive and consent striking; filing for a judgement to strike; and, marking the parcels stricken on the roll.

10:30-Noon: Relationships with Board/Councils in Today’s Political Climate Sarah Jennings, Maner Costerisan
We are in our 4th industrial revolution and still waiting to see what the lasting impact will be - data is brought to us and delivered from us at a pace we never anticipated and struggle keeping up with. As leaders in our communities and custodians of citizens’ funds it is our responsibility to lead and guide our leadership councils with professionalism, care and integrity. Join the conversation around conduct and communication considerations for municipal leadership in this digital age.
Sarah serves as a principal in Maner Costerisan’s Accounting and Outsourced Solutions department, leads the fraud and forensics practice, and is the director of their nonprofit committee. Sarah provides guidance and advisory services on financial analysis, projections and workflow. She specializes in performing fraud risk assessments and internal control process improvements while also performing examinations to determine and document the extent of loss due to fraud. She regularly shares her expertise as a presenter on fraud, financial oversight, board governance and ethics.

1:00-2:30 pm: Evolution of Municipal Audits: Past, Present & Future, Brian Camiller, Plante Moran
Take a deep dive into the evolution of the audit process with a spotlight on the future, including cutting edge Data Analytics tools like Natural Language Processing, Blockchain, and Robotics Process Automation. Make sure you’re ready - the future of audit is now!
Brian is a partner and CPA at Plante Moran, providing permanent and temporary accounting assistance to all types of government entities through their Government Accounting Professionals (PMGAP) group. His government clients — including cities, counties, townships, villages, authorities, and libraries — appreciate their on time and under budget solutions. He has spoken to numerous municipal groups throughout Michigan covering topics such as budget preparation, new GASB pronouncements, and ways to manage a diverse group of employees.

3:00-4:30 pm: Dealing with the Media, Tim Skubick, Keynote
Any encounter with the news media has its inherent risks; so how do you prepare to insure your career doesn’t end sooner than you want? The answer is Tim Skubick's media training. For 50 years he has made politicians squirm with his tough interviews but now he shares his secrets with you during his informative, humorous, hands-on and tricks of the trade seminar.
Tim Skubick is the longest serving member of the state capitol press corps with 50 years of experience on the state government and state campaign trail. He anchors the weekly public TV series, Off the Record and covers Michigan politics for WJBK-TV and WWJ NewsRadio 950 in Detroit, and WLNS-TV-6 news in Lansing. He writes for the MIRS newsletter and has authored two books on state politics. He's the recipient of five Emmys and is a graduate of MSU with BA and MA degrees.