These local treasurer training videos serve as an accompaniment to the Financial Procedures Handbook in order to help you develop a budget for your local. They will help you determine what to put into it, who to ask if you have questions and they will provide general guidelines for the budget process.
Randy Welch, IEA director of business services, will guide you through the overall procedures. Then three local treasurers will give you tips about what they do in their locals. We hope this will help you in your work as a local treasurer, president or any other position you might have. If you’re a member, the tutorial can help you understand the budgeting process and help you make sure your dues money is being handled correctly.
Here is the complete manual that is used as a training aid at our Financial Procedures Training workshops. Much of the information in this handbook was obtained from the NEA Local Treasurer’s Manual, but is much more extensive in its treatment of certain topics such as accounting concepts, searching for a firm to audit your books, etc.
1 – Introduction
IEA President Cinda Klickna provides an overview of the training goals. (1 minute, 30 seconds)
2 – Introduction to Budgeting
IEA Business Services Director Randy Welch introduces the budget process. (2 minutes, 30 seconds)
3 – Implementing a Budget
IEA Business Services Director Randy Welch continues to explain the budget process and how to design and implement a budget. (12 minutes)
4 – Being Treasurer of a Small Local
Macomb Local Treasurer Kris Thrapp shares thoughts and advice on being treasurer in a small local of 135 members. (8 minutes)
5 – Being Treasurer of a Medium Local
District 214 Local Treasurer Vickijo Almgreen shares thoughts and advice on being treasurer in a medium-sized local of 400 members. (8 minutes)
6 – Being Treasurer of a Large Local
Naperville Treasurer Mark Bailey shares thoughts and advice on being treasurer in a large local of more than 1,000 members. (5 minutes)