Oklahoma Municipal Clerks and Treasurers Institute
January - December 2021
Live, Virtual Sessions
Develop your skills and leadership abilities
The Oklahoma Municipal Clerks and Treasurers Institute is an educational program designed to develop technical skills and administrative, financial and leadership abilities.
Registration Information
All four quarters - Registration fee is $400
Part-Time - Registration fee is $20 per hour or $100 per quarter
- Agenda
*Some topics still waiting on approval by APT and IIMC
QUARTER 1
Social Media for City Officials
March 11 | 10-11 a.m.
Gone are the days when social media was the responsibility of an intern who simply shared announcements to citizens. Today, social media is a tool that can—not only help you elevate trust and transparency with your audiences—but can help you achieve a wide range of marketing and communications goals for your government agency. To maximum the power and reach of social media, you need a plan. This course will provide insight on how to create doable, sustainable communications strategies that align with your organization’s outreach goals and lay the foundation for continued growth and improvement. Objectives: 1. Align communications strategies with outreach goals. Examples: a. Gain community buy-in on projects and programs; b. Promote economic development and tourism; c. Develop informed and engaged citizens. Objectives: 2. Beyond Facebook & Twitter: Select the right social media platforms; 3. Create engaging content without breaking the bank; 4. Develop measurable and meaningful analytics; 5. Social media tools and resources
Sherry Fletcher, Director of Marketing & Civic Engagement, City of Stillwater
Computer Security Things to Remember
March 24 | 2-4 p.m.
Security is a state of well-being of information and infrastructures and computer security is the protection of computing systems and the data that they store or access. Working from home at times may also be challenging to a municipal clerk in keeping information secure. Confidentiality, integrity, non-repudiation, authenticity, and availability are the elements of security. Ryan is now overseeing information technology, court and juvenile probation, neighborhood services, emergency operations, communications, marketing and finance. Understand how computer security might impact all of these services that a clerk might be involved with at the city level.
Ryan Rushing, Director of Information Technology, City of Midwest City
Diversity & Inclusion
March 25 | 9 a.m.-12 p.m.
Today’s workplace is awash with common platitudes and pep-talks: “Be your best self”; “Bring your whole self to work”; “Bring the best out of others.” These suggestions, fueled by a focus on authentic, conscious and engaged leadership development, are well-intended but come during an age of nationwide ideological and political turmoil. As a result, many workplaces become fraught with deepening interpersonal tensions as well-intended leaders struggle to inspire greatness from their followers. Without tools to acknowledge and address people’s deep-level diversity (differences of thought, values and ideology), many leaders will continue to spin their wheels attempting to forge unity from division. The purpose of this talk is to give language to the underpinnings of these divisions. Research in management science (psychology, organizational behavior and behavioral economics) have long recognized the processes underlying our divided state. In this talk/workshop, we will explore this body of knowledge in order to apply this research to the ongoing challenge of constructing an inclusive workplace. We focus specifically on fundamental psychological processes of unconscious bias, as well as how they give rise to behavioral microaggressions (alienating acts of subtle bias) and further entrench polarized factions among groups of people. Our goal is to name these processes and identify the tools that leaders, managers and individuals may use to overcome these many automatic processes to achieve greater inclusion and cooperation in their workplaces.
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
QUARTER 2
Cyber Security for City Accounts
April 6 | 10 a.m.-12 p.m.
Cybercrime continues to be a significant issue plaguing internet users. Users must contend with their data being encrypted against their wishes and held for ransom, various schemes which seek to fraudulently transfer the money of individuals and businesses to organized crime groups, ideological attacks from hacktivist actors, and even nation states targeting proprietary business information. The FBI's presentation will provide an overview of cybercrimes investigated by the FBI, to include brief case studies and strategies for mitigation.
Preston Ackerman, Special Agent, Federal Bureau of Investigation
Fiscal Management
April 7 | 10 a.m.-12 p.m.
The purpose of accounting and financial reporting is to collect, analyze and communicate financial information to assist financial statement users in the decision making process. Unique from for-profit entities, accounting, budgeting and financial reporting for governmental entities has its own particular characteristics. This session provides an overview of governmental accounting and its stark contrast from accounting for private sector entities as driven by its underlying objectives. Other governmental accounting fundamentals including the modified accrual basis of accounting, fund accounting and the different types of funds, financial statements required under GASB 34 and budgetary accounting will be presented. This session will help municipal leaders understand the accounting and financial reporting for their local government unit to assist in the decision making process.
Anthony Francisco, Director of Finance, City of Norman
Attitude & Initiative: Hire Attitude, Develop Initiative
May 4 | 10 a.m.-12 p.m.
Hire Attitude, Develop Initiative: You’re excited about the individual you just hired and you have long-term plans for their success. And things go south. The person doesn’t work out and you begin the process all over again. In this session, we’ll discuss the value of hiring attitude, questions you can ask that will help provide a picture of a candidate’s attitude, and a step-by-step guide to an effective development plan taking the individual from new hire to independent thinker and doer.
You can ask that will help provide a picture of a candidate’s attitude, and a step-by-step guide to an effective development plan taking the individual from new hire to independent thinker and doer.Tom Rider, General Manager, Municipal Electric Systems of Oklahoma
Accountability at Work
May 6 | 10 a.m.-12 p.m.
Mediocrity or just getting by or “good enough” doesn’t cut it in the business world. Your organization cannot settle for good enough. Find out the difficult, but critical steps you must take in order to get the job done. Begin by learning 7 steps to stamp out mediocrity and promote excellence in order to be more profitable, more productive and have better employee retention.
Kyle Eastham, Executive-in-Residence, School of Entrepreneurship, OSU Spears School of Business
Community Development
June 9 | 2-4 p.m.
This session will include an overview of publically available community development resources and tools. We will discuss best practices and common mistakes in community development programs, and we will discuss specific examples of how community development can lead to thriving households and stronger infrastructure.
Marshall Vogts, Director of Community Development, Oklahoma Department of Commerce
QUARTER 3
Investing Public Funds
July 8 | 2-4 p.m.
It is important for Treasurers to understand the Investing Function. This course will cover the Investments that Cities and Towns can utilize in the State of Oklahoma. We will cover information relevant for the smallest town to the largest city.
Matt Boggs, City Treasurer, City of Oklahoma City
Project Management
July 15 | 9 a.m.-12 p.m.
The objective of this seminar is to introduce basic project management concepts and tools. It can be customized to any audience depending on experience and training, from experienced project professionals looking to hone their skills to those with no previous project management training. Upon completion of this session, participants will have an appreciation of project management best practices, the roles/responsibilities of a project manager, and helpful scheduling/reporting tools and techniques. The concepts, processes, and tools learned during the session can be adapted to any environment. Participants will leave the session better equipped to lead small to medium-sized projects regardless of their discipline or industry.
Dr. Stephanie Royce, Clinical Assistant Professor and Executive Ph.D. Director, OSU Spears School of Business
Legislative Update
Aug. 10 | 2-3 p.m.
Bryan Drummond will be presenting over recent legislative changes affecting municipalities, as well as recent legal topics that are hot topics for cities and towns. Topics covered in prior years’ presentations included medical marijuana, changes to alcoholic beverages laws, and the impact of constitutional carry.
Bryan Drummond, Attorney, Rosenstein Fist and Ringold
Group Think
Aug. 18 | 10 a.m.-12 p.m.
One of the biggest myths about groups is that they make “better” decisions. Sometimes they do. But often groups make poor decisions because of the many potential pitfalls of group decision making. This seminar will help you understand and avoid those pitfalls in order to make better quality decisions in a team setting. We will introduce and discuss ways to overcome both individual and group biases to improve decisions processes and outcomes. Dr. Bowler uses discussion, videos, cases and individual and group assessments to cover topics including causes and strategies for Groupthink, The Abilene Paradox, Group Shift, The Asch Effect, Sunk Costs, and Escalation of Commitment.
Dr. Matt Bowler, Director of the MBA Program and Associate Professor of Management, OSU Spears School of Business
Retirement Plan Basics
Sept. 16 | 9 a.m.-12 p.m.
A review of defined benefit and defined contribution plans focusing on the regulatory framework, plan design, differences between 401(a), 401(k) and 457 plans, how participants accumulate retirement dollars, how they distribute retirement dollars, and passing remaining benefits to heirs.
Chris Whatley, Plan Advisor & Portfolio Strategist, OkMRF
Register NowQUARTER 4
Fraud Schemes
Oct. 20 | 10 a.m.-12 p.m.
The Five Letter Word “Fraud” – What Will You Learn: We will be discussing some common considerations of internal controls, focus on the activities every entity should be doing to reduce the risk of “Fraud” but many are not doing. Gain an understanding of the components of internal controls and some implementation ideas.
Chris Pembrook, Shareholder, Crawford & Associates, P.C.
Election Administration & Ethics
Oct. 26 | 2-4 p.m.
Election Administration & Ethics: Attendees will receive instruction on navigating Oklahoma Election laws and regulations and how it pertains to their municipalities. Will also touch on holding ‘ethical’ elections and keeping the lines of communications open between their city/town government officials and their constituents.
Kelly Danner, Director of Business Development, Oklahoma Municipal Alliance
Cash Management & Banking
Nov. 9 | 2-4 p.m.
During this session the group will explore current and emerging trends utilized by both Public and Private Treasurers in managing both receivables and payables. Treasurers, in partnership with their banking services providers, are leveraging technology to create capacity and improve controls within their offices. The discussion will cover both Receivables management and Payables management. Topics will include Smart Safes, Lockbox, Remote Deposit Capture, Automated Clearing House; P to C and Realtime Payments, Automated Payables, and Automated Investment Services.
Blane Allen, Senior Vice President, Financial Services, BancFirst
Municipal Clerk Profession
Nov. 10 | 10 a.m.-12 p.m.
Only one thing stands between being a Clerk and a Great Clerk. It isn’t experience, it isn’t talent. In this session, we will discuss the value of connecting. To be a successful Clerk, you need to learn to communicate in a way that that connects with others. You will learn how to identify with people and relate to others in a way that increases your influence with them. We will also discuss the 7 Traits of Great Clerks and how connecting is a key component of each trait.
Curtis Green, City Clerk, City of Broken Arrow
- Previous Programs
QUARTER 1
Time Management
Feb. 11 | 9 a.m.-12 p.m.
In today’s world professionals must balance the demands of both work and personal life. This seminar focuses on proper planning, decision-making, and goal setting to prioritize your life goals and learning to attain short-term objectives to achieve these goals.
Dr. Mac McCrory, Adjunct Instructor, Department of Management, OSU Spears School of Business
- CMC/CPFA Area
Intro to Public Administration
HOURS: 2
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationTime Management
HOURS: 3
CMC AREA: Social and Interpersonal Issues
CPFA AREA: Professional DevelopmentDiversity & Inclusion
HOURS: 3
CMC AREA: Social and Interpersonal Issues
CPFA AREA: Professional DevelopmentSocial Media for City Officials
HOURS: 1
CMC AREA: Elective
CPFA AREA: Professional DevelopmentComputer Security Things to Remember
HOURS: 2
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationCyber Security for City Accounts
HOURS: 2
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationFiscal Management
HOURS: 2
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationAttitude & Initiative: Hire Attitude, Develop Initiative
HOURS: 2
CMC AREA: Social and Interpersonal Issues
CPFA AREA: Professional DevelopmentAccountability at Work
HOURS: 2
CMC AREA: Social and Interpersonal Issues
CPFA AREA: Professional DevelopmentCommunity Development
HOURS: 2
CMC AREA: Social and Interpersonal Issues
CPFA AREA: Professional DevelopmentInvesting Public Funds
HOURS: 2
CMC AREA: —
CPFA AREA: Public Finance AdministrationProject Management
HOURS: 3
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationLegislative Update
HOURS: 1
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationGroup Think
HOURS: 2
CMC AREA: Social and Interpersonal Issues
CPFA AREA: Professional DevelopmentRetirement Plan Basics
HOURS: 3
CMC AREA: Elective
CPFA AREA: Professional DevelopmentFraud Schemes
HOURS: 2
CMC AREA: Public Administration
CPFA AREA: Public Finance AdministrationElection Administration & Ethics
HOURS: 2
CMC AREA: Elective
CPFA AREA: —Cash Management & Banking
HOURS: 2
CMC AREA: —CPFA AREA: Public Finance Administration
- Sponsors
- Sponsorship Opportunities
Sponsor – $1,000
- Logo & name on marketing materials
- Optional: 2-minute promotional video played once a quarter (optional)
- Sponsor recognition at beginning of each virtual session
- 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 PolicyCancellations 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
The Oklahoma Municipal Clerks & Treasurers Institute certification program is coordinated by Oklahoma State University at the Center for Executive & Professional Development.
Endorsed by
- Oklahoma Municipal Clerks, Treasurers, and Finance Officials Association
- Oklahoma Association of Public Treasurers of the United States & Canada
- Government Finance Officers Association of Oklahoma
- Oklahoma Municipal League
- International Institute of Municipal Clerks
- Association of Public Treasurers of the United States & Canada
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