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January - December 2021

Live, Virtual Sessions

Develop your skills and leadership abilities

 

Register for all Sessions

 

Registration Information

All four quarters - Registration fee is $500
Part-Time - Registration fee is $25 per hour or $125 per quarter

 

  • Agenda

    *Some topics still waiting on approval by APT and IIMC

     

    QUARTER 3

    REGISTER FOR QUARTER 3

     

    Investigation Bootcamp

    July 7 | 1:30-4:30 p.m.

    Conducting internal personnel investigations involving complaints of hostile work environment and discrimination can be complicated and messy. In this class you will learn a step by step internal personnel investigation process related to conducting interviews, investigation techniques, determining credibility, managing bias, reaching conclusions, and implementing outcomes to help you determine whether there have been violations of state and federal law or internal policies. We will be applying this process to real scenarios with the help of attorneys and HR professionals who have conducted personnel investigations. With these skills you will be able to conduct an unbiased investigation and draft a well written report based on facts that your City officials can rely on to make personnel decisions and can be defended in court.

     

    Suzie Paulson, General Counsel, OMAG

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    Building Accountability as a Leader

    July 14 | 2-4 p.m.

    As a manager you are called to do different things with agility and precision ranging from setting strategy to driving execution. A key skill that is often neglected or not mastered among managers is the ability to hold your team accountable for their work outcomes. In a study in Harvard Business Review, 46 percent of high-level managers were rated poorly on their ability to hold others accountable (2010). Fostering accountability is an art. It calls for a cultural shift and encompasses a set of behaviors that are inter-connected. Being accountable increases employee motivation, which in turn influences their ability to meet commitments successfully. In this course you will learn to systematically implement the accountability framework (RASE) in your teams: 1. Relinquish Authority; 2. Assign Responsibility; 3. Set Goals; 4. Execute Accountability. During the seminar, participants will: 1. Discuss the dynamics of accountability; 2. Examine the 4 phases of the accountability framework (RASE) with real-time examples; and 3. Develop a consolidated approach to execute accountability among their teams.

     

    Dr. Pearl Sumathi, Assistant Professor of Practice, Department of Management, OSU Spears School of Business

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    August 12 Session: Managing Up

    Aug. 12 | 10 a.m.-12 p.m.

    Based on the book It’s OK to Manage Your Boss by Bruce Tulgan, this workshop will help participants learn how to be more effective in their role through the skills of boss-management. The days of uncertainty
    around expectations and performance are over and it’s time to take ownership of your career and development. During this workshop participants will learn how to become accountable for their performance and
    development, identify all of the bosses that they answer to, and learn how to effectively communicate with each other. Participants will also learn the principles of effective feedback and have the opportunity to practice delivering positive and constructive feedback effectively.

     

    Kellie Ebert, Manager of the Eastin Center for Career Readiness, OSU Spears School of Business

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    Leading and Working with Multiple Generations

    Aug. 17 | 10 a.m.-12 p.m.

    Ever wonder how new hires could be so impatient or how your boss does not understand “flex” workspace? The answer largely lies here: For the first time, five generations are converging in the workplace. Examine how the different life experiences of Traditionals, Baby Boomers, Generation X, Millennials, and Generation Z create challenges in communicating and collaborating. You will also consider ways to bridge the generational divide.

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    Pension Funding

    Sept. 14 | 10 a.m.-12 p.m.

    Pension plans can be a vehicle utilized by employers to get their employees on track to a comfortable and reasonable retirement. This session will benefit an experienced treasury professionals by focusing on advanced pension assumptions, different ways pension assets grow to keep the promise to your employee’s at a future date, who is ultimately responsible for funding, and the importance of sustaining a funded pension plan.

     

    Katie Girardi, Retirement Plan Administrator, OkMRF

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    QUARTER 4

    REGISTER FOR QUARTER 4

     

    Shifting Gears from Managing to Leading

    Oct. 19 | 9 a.m.-12 p.m.

    Many experts are calling for the greater use of leadership skills in organizations. The problem is that while these skills sound great, do managers really have time to perform them? Managers have to deal with many immediate problems and issues and this leaves them little time to lead. One big reason that managers have no time for leadership is that they spend time directing and controlling employees. This program is designed to help managers “break the cycle” by providing them with tools needed to become leaders. The key is for managers to shift most of their management responsibilities to their employees, thus leaving them more time to lead. Contrary to what some people believe, empowerment enhances a manager’s power by shifting the source of the power from command and control to leadership. This session is designed to help employees move more into self-leadership.

     

    Dr. Matt Bowler, Director of the MBA Program and Associate Professor of Management, OSU Spears School of Business

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    HR Issues: Hiring, Interviewing and Handling Problem Employees

    Oct. 21 | 9 a.m.-12 p.m.

    Margaret McMorrow-Love, Attorney, Love Law Firm

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    Legislative Issues: Economic and Local Government Trends

    Oct. 27 | 2-4 p.m.

    This session will focus on approved and pending legislation in the state of Oklahoma. Discussions will center on legislative intent and the resulting impacts on local governments and economic development.

     

    Daniel McClure, Deputy General Counsel, Oklahoma Municipal League

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    Effective Governance

    Nov. 16 | 2-4 p.m.

    Cheryl Adams, Programs Manager, Oklahoma Municipal League

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    Municipal Investing in a Zero Rate Environment

    Nov. 17 | 2-4 p.m.

    A look at investment options based on Oklahoma statutes and analyzing those products available to municipalities. Managing risk and return of your securities portfolio in a zero rate environment. Additional opportunities to increase income other than investments.

     

    Mike Gilbert, Vice President, Bank of Oklahoma Financial Securities

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    Principles of a Good Finance Policy

    Nov. 18 | 10 a.m.-12 p.m.

    Well written financial policies are helpful in forming a strategic, long-term approach to financial management. Learn to write policies that are clear, contain quantifiable targets and goals, are flexible, and have time specific elements. Then learn how to apply these principles to specific policies covering areas such as budgeting, deposits and investments, capital assets, and debt management to name a few.

     

    Marcy Twyman, Shareholder, Crawford & Associates, P.C.
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  • Previous Programs

    QUARTER 2

     

    Project Management

    April 8 | 9 a.m.-12 p.m.

    This seminar is intended for experienced project managers who are looking to hone their skills. It delves into project management best practices through the project life cycle, including useful tools and techniques to successfully manage a project from beginning to end. Content focuses on the intricacies of project management, offering “how to” instruction on project planning, scheduling, budgeting, monitoring, and reporting procedures to keep projects running smoothly. Topics include examples of how to construct a project scope statement, create a project schedule, estimate a budget, and develop a project plan, as well as tips for managing communication, scope creep, and risk. Upon completion of this course, participants will be able to apply knowledge gained to manage real-life projects on time and within budget.

     

    Dr. Stephanie Royce, Clinical Assistant Professor and Executive Ph.D. Director, OSU Spears School of Business

     

    Unconscious Bias

    April 14 | 9 a.m.-12 p.m.

    Inclusive leadership is open, accessible and available, which invites followers to bring their full selves to work. This means that inclusive leaders have learned about their own and others’ unconscious biases, as well as the subtle and overt ways such biases can be built into personnel policies and practices in the workplace. However, to truly wake up to the unconscious biases that frequently prevent truly inclusive leadership and workplaces, leaders should develop and use critical emotional intelligence competencies (e.g., self-awareness, empathy and perspective taking). In this session, we will uncover the emotional intelligence underpinnings of inclusive leadership and several methods that leaders can use to overcome the attitudes, blind spots and roadblocks that they stumble into when they approach the world on autopilot. We will explore the body of knowledge on organizational behavior to examine everyday tools that can unlock leaders’ potential to be self-aware, to be mindful of their biases, and to engage their peers, clients and others with eyes wide open.

     

    Dr. Lex Smith Washington, Spears School of Business Senior Inclusion Officer, Associate Professor of Management and William S. Spears Chair of Business Administration, OSU Spears School of Business

     

    Working with your Boards and Commissions

    May 20 | 2-4 p.m.

    This session will provide an overview of the Open Meetings Act and the Open Records Act and how they apply to boards and commissions. The session will also include working with boards and commissions, i.e., how are boards and commissions established; criteria for serving; role of commissioners; determining the structure; ways to solicit membership; tracking appointments; and orientation of board members.

     

    Brenda Hall, City Clerk, City of Norman

     

    GASB Update

    June 17 | 10 a.m.-12 p.m.

     We are at Statement 97 and counting with many more on the horizon. This session will cover the most recently issued standards and highlight the upcoming implementation of GASB 84 — fiduciary activities — and GASB 87 - Leases. Gain an understanding of some implementation ideas as well as potential issues related to these pronouncements and others.

     

    Chris Pembrook, Shareholder, Crawford & Associates, P.C.

     

    QUARTER 1

    Protection from Fraud and Cyber Security

    Jan. 21 | 1:30-4:30 p.m.

    Tim Powers, Director of Information Technology, City of Norman
    Robert Gruver, Network Administrator, City of Norman

     

    Crisis Management

    Feb. 9 | 9 a.m.-12 p.m.

    When a crisis strikes, there are many actions that must be taken to minimize the impact to your organization. Crisis Management involves how your organization can successfully manage those impacts. In this presentation you will learn the difference between Emergency Management and Crisis Management; What is Whole Community Planning; the vital role of City Clerks and Treasures; and the importance of planning and defining activities for before, during and after a crisis.

     

    Shimeka Mack, Emergency Management Officer, Oklahoma Department of Emergency Management
    Chuck Kerns, Training Officer, Oklahoma Department of Emergency Management

     

    Communications

    Feb. 16 | 2-4 p.m.

    Annahlyse Meyer, Chief Communications Officer, City of Norman

     

    Leveraging the Power of Plain Language

    March 9 | 10-11 a.m.

    Can your citizens understand the information on your forms, documents and website—the first time they read it? For years, government writers have been accused of writing long and hard-to-read documents. It doesn’t have to be that way. Plain language is a way to communicate that is clear, concise, organized and appropriate for the intended audience. If you write and/or design content (media releases, emails, articles, newsletters, websites, posters, flyers, infographics, illustrations, etc.) for the public, this course will help you understand what good communication is and is not. Objectives: 1. Learn about the federal Plain Language Act; 2. Build citizen trust through clear, concise communication; 3. Why jargon, bureaucrat-speak, techno-speak and legalize kills your message; 4. Tips to become a better writer today; 5. How to improve websites, graphics and documents by using plain language guidelines; 6. Plain language tools, resources and checklists.

     

    Sherry Fletcher, Director of Marketing & Civic Engagement, City of Stillwater

     

    Cash Flow Forecasting: The Science and Art

    March 17 | 10 a.m.-12 p.m.

    The Art and Science: This session will explore the role of the finance officer in balancing between the need for having adequate cash on hand to pay invoices as they come due and not having excess amounts of idle cash on hand making no interest. The relationships between cash handling, investing and seat-of-the-pants knowledge of payment flows will be explored.

     

    Anthony Francisco, Director of Finance, City of Norman

     

    Advance Debt Management

    March 18 | 10 a.m.-12 p.m.

    A discussion of strategies and considerations for municipalities in assessing and managing current and future debt issuance, including different methods of debt issuance (GO bonds, revenue bonds, bank notes, governmental lenders); impacts of different structuring (term, principal deferment, call provisions, etc.), Timing of Issuance, Refinancing considerations, post-issue compliance with IRS, post-issue compliance with continuing disclosure requirements of Securities and Exchange Commission.

     

    Nate Ellis, Attorney, The Public Finance Law Group PLLC

  • MMC/ACPFA Area

    Protection from Fraud and Cyber Security

    HOURS: 3
    MMC AREA: Public Administration
    ACPFA AREA: Public Finance Administration

     

    Crisis Management

    HOURS: 3
    MMC AREA: Public Administration
    ACPFA AREA: Public Finance Administration

     

    Communications

    HOURS: 2
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA:

     

    Leveraging the Power of Plain Language

    HOURS: 1
    MMC AREA: Elective
    ACPFA AREA:

     

    Cash Flow Forecasting: The Science and Artv

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Public Finance Administration

     

    Advance Debt Management

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Public Finance Administration

     

    Project Management

    HOURS: 3
    MMC AREA: Public Administration
    ACPFA AREA: Public Finance Administration

     

    Unconscious Bias

    HOURS: 3
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA: Professional Development

     

    Working with your Boards and Commissions

    HOURS: 2
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA:

     

    GASB Update

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Professional Development

     

    Leading and Working with Multiple Generations

    HOURS: 2
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA: Professional Development

     

    Building Accountability as a Leader

    HOURS: 2
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA: Professional Development

     

    Managing Up

    HOURS: 2
    MMC AREA: Public Administration
    ACPFA AREA:

     

    How to Have a Good Meeting

    HOURS: 2
    MMC AREA: Public Administration
    ACPFA AREA:

     

    Pension Funding

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Public Finance Administration

     

    Your Partner the Oklahoma Tax Commission

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Public Finance Administration

     

    Shifting Gears from Managing to Leading

    HOURS: 3
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA: Professional Development

     

    HR Issues: Hiring, Interviewing and Handling Problem Employees

    HOURS: 3
    MMC AREA: Public Administration
    ACPFA AREA:

     

    Legislative Issues: Economic and Local Government Trends

    HOURS: 2
    MMC AREA: Public Administration
    ACPFA AREA: Public Finance Administration

     

    Effective Governance

    HOURS: 2
    MMC AREA: Social and Interpersonal Issues
    ACPFA AREA:

     

    Municipal Investing in a Zero Rate Environment

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Public Finance Administration

     

    Principles of a Good Finance Policy

    HOURS: 2
    MMC AREA:
    ACPFA AREA: Public Finance Administration

  • Sponsors

    Municode logo

     

    OMPA logo

     

    NFP Logo

  • Sponsorship Opportunities

    Sponsor – $1,000

    • Logo & name on marketing materials
    • Optional: 2-minute promotional video played once a quarter
    • Sponsor recognition at beginning of each virtual session

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  • Program Policies

    ATTENDANCE POLICY ENDORSED BY EDUCATION COMMITTEE

    Full attendance is required to receive credit for Institute sessions. In order to receive credit for each session, participants will be required to sign-in to the virtual sessions with their first and last name. Participants that registered and paid for a virtual session and were unable to attend the live session can receive a recording to watch. An assessment will be required after each session. Participants will be given 3 chances to earn a 70% or higher on the assessment to receive credit for the class.

    Cancellation Policy

    Cancellations must be received 5 days before the first session of each quarter is set to start. If registering for individual sessions, cancellations must be received 5 days prior to the start of each session.

 

Certification Program 

Oklahoma Municipal Clerks & Treasurers Academy certification program is coordinated by Oklahoma State University at the Center for Executive & Professional Development.

 

Register Now

 

Endorsed by

 

The Oklahoma Municipal Clerks and Treasurers Education Committee

Lynsey Turlington | Institute Director and Program Coordinator, Center for Executive and Professional Development, OSU

Kelly Danner | Oklahoma Municipal Alliance, Oklahoma City

Brenda Hall | City of Norman

Jan Neufeld | City of Altus

Lindsey Grigg | City of El Reno

Sarah Sharp | City of Claremore

Ashley VanDeburgh | City of Weatherford

Lisa Martin | City of Mustang

Tracey Aaron | City of Prague

Erin Crawford | City of Enid

Jerrica Worthy | City of Cushin

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