Treasurer Toolkit 

This exciting series of educational opportunities provides basic topics throughout the year. Sessions are online using Zoom meetings to allow for an  interactive session for attendees, who will be able to ask questions and participate in the chat with other attendees and the instructor. 

Topics are great introductions for newer treasury professionals but can also serve as a timely refresher for members who have been in their roles for awhile - we can always learn more!

Single sessions of the Treasurer Toolkit cost $69 per session, per person. If you want to register for all sessions, please register for the Treasurer Toolkit Combo for $199 per person. If you register for the Combo, you will receive an email prior to each session with the link - you do not need to register for each individual session.

All sessions will be recorded and available for viewing if you have a conflict or just want to re-watch a portion of the session. Recordings are available about one week after the session.

2023 Toolkit Sessions

  • Introduction to Special Captures: Tuesday, August 29 from 10:00 am - Noon. Learn more or register
  • Tax Collection from Start to Strike: Tuesday, October 17 from 10:00 am - Noon. Learn more or register.
  • Property Tax Collection - the Rest of the Story: Tuesday, November 28 from 10:00 am - Noon. Learn more or register.
  • Treasurer Toolkit Combo - register for all three sessions at once by clicking here.

 Note: these sessions were part of the Basic Institute curriculum in April 2023.