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Events

UW-Green Bay Municipal Clerks and Treasurers Institute

Join Baker Tilly and Civic Systems as we go virtual to present at the UW-Green Bay Municipal Clerks and Treasurers Institute.

The Clerks and Treasurers Institute consists of a three-year educational program that takes place during one-week sessions recurring annually. The Institute offers one week of sessions during the second week of July. There is a curriculum track for Clerks and a separate curriculum track for Treasurers. 

Baker Tilly sessions:

How to prepare for an audit
Tuesday, July 14, 2020
1-3 p.m. CT

Presented by:
Matthew Drzewiecki, Senior Associate, Baker Tilly
Vanessa Kane, Senior Associate, Baker Tilly

In this session, we will discuss the purpose of an audit, types of audits and opinions, audit methodology and tools and how to prepare for an audit.

Accounts Payable and payroll
Wednesday, July 15, 2020
1-5 p.m. CT

Presented by:
Cassandra Camren, Vice President - Implementation, Civic Systems

In this session, we will address W9s, 1099s, purchase order use, payment requests, approval limits/reviews, vendor approvals, vendor insurance, reconciliation sign offs, I9s, W4 and WT4, exempt status, overtime, election workers, reimbursements, workers compensation, W2s and payroll approvals.

Visit the Institute’s website for more information.

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