Oklahoma Municipal Clerks and Treasurers
Institute and Academy
Program Information
- Pricing
Institute: $425
Academy: $475
Registration for both Institute and Academy include breakfast, a graduation luncheon, materials and refreshments. - Hotel Booking
Must book by March 16, 2025
Best Western
Nightly Rate: $110
HOME2SUITES
Nightly Rate: $110
- 2025 Institute Agenda
Monday, March 24, 2025 Time Session Speaker 8-11:30 a.m. Cash Management Jay Hannah - Head of Financial Services, BancFirst 11:30 a.m. - 12:45 p.m. Lunch on your own 12:45-2:45 p.m. Grant Writing and Administration Elesia Church - Grant Writer, South Western Oklahoma Development Authority 2:45-3 p.m. Break 3-5 p.m. Introduction to Tax Increment Finance (TIF) in Oklahoma Jered Davidson - Partner, The Public Finance Law Group PLLC Tuesday, March 25, 2025 Time Session Speaker 8-11 a.m. Group Think Dr. Matt Bowler - Associate Professor of Management, Department of Management, Oklahoma State University 11 a.m.-12:15 p.m. Graduation Luncheon 12:15-2:15 p.m. Economic Development Kari Moore - Director of Economic Development, Stillwater Chamber of Commerce
Alane Zannotti - President and CEO, Stillwater Chamber of Commerce2:15-3:15 p.m. TBD TBD 3:15-3:30 p.m. Break 3:30-5:30 p.m. Bank Reconciliations Brenda Wright, CPA - Representative, Crawford and Associates Wednesday, March 26, 2025 Time Session Speaker 8-11 a.m. Customer Service Jerry Rackley - Assistant Department Head, School of Marketing & International Business, Oklahoma State University 11 a.m.-12:15 p.m. Lunch on your own 12:15-3:15 p.m. Oral Communication Mac McCrory - Spears School of Business, Oklahoma State University 3:15-3:30 p.m. Break 3:30-5:30 p.m. Roundtable - Professional Sharing Brenda Hall - City Clerk, City of Norman
Lindsey Grigg-Moak - City Clerk, City of El RenoThursday, March 27, 2025 Time Session Speaker 8-11 a.m. AI Nate Read - City Manager, City of Perry 11 a.m.-12:15 p.m. Lunch on your Own 12:15-3:15 p.m. Agenda and Minutes TBD 3:15-3:30 p.m. Break 3:30-5:30 p.m. Records Management Patricia Nunes - Director, Archives and Records Management, Oklahoma Department of Libraries - 2025 Academy Agenda
Monday, March 24, 2025 Time Session Speaker 8:30-11:30 a.m. Leadership Kory Atcuson - City Clerk, City of Edmond 11:30 a.m.-12:45 p.m. Lunch on your own 12:45-2:45 p.m. Emergency Management TBD 2:45-3 p.m. Break 3-5 p.m. Court Clerk Discussion Rick Knighton - City Attorney, City of Norman Tuesday, March 25, 2025 Time Session Speaker 8-11 a.m. Investing Public Funds TBD 11 a.m.-12:15 p.m. Graduation Luncheon 12:15-3:15 p.m. Budget Forecasting Lori Hird - Management and Budget Specialist, City of Oklahoma City 3:15-3:30 p.m. Break 3:30-5:30 p.m. Audits - Fraud TBD Wednesday, March 26, 2025 Time Session Speaker 8-11 a.m. Employment Law Griffin Pivateau - Associate Professor, Department of Management, Oklahoma State University 11 a.m.-12:15 p.m. Lunch on your Own 12:15-3:15 p.m. Financial Statement Analysis TBD 3:15-3:30 p.m. Break 3:30-5:30 p.m. AI Pearl Sumathi - Assistant Professor of Professional Practice, Department of Management, Oklahoma State University Thursday, March 27, 2025 Time Session Speaker 8-11 a.m. TBD TBD 11 a.m.-12:15 p.m. Lunch on your own 12:15-3:15 p.m. Customer Service Christy Driskel - Assistant City Manager, City of Stillwater 3:15-3:30 p.m. Break 3:30-5:30 Code Book Requirments - Codification David Weatherford - City Attorney, City of Sand Springs
Certification Programs
Institute
A one-time fee of $20 is required to participate in the Institute program and participants must be either a clerk or treasurer. If you serve as both the clerk and treasurer for your municipality a one-time fee of $40 is required to participate in the Institute program. The fee must be received in order for your registration to be officially completed. Any hours attended prior to official enrollment in the certification program will not be included on your transcript. The Institute certification program is a precursor to the Academy certification program and must be completed prior to enrollment in the Academy.
Need an invoice? Submit an invoice request.
Academy
A one-time fee of $20 is required to participate in the Academy program and participants must be either a clerk or treasurer. If you serve as both the clerk and treasurer for your municipality a one-time fee of $40 is required to participate in the Academy program. The fee must be received in order for your registration to be officially completed. Any hours attended prior to official enrollment in the certification program will not be included on your transcript. The Institute certification program must be completed prior to enrolling in the Academy.
Need an invoice? Submit an invoice request.
Endorsed By
Policies and Information
- How do I keep track of my credit?
You can track your credit with a transcript produced by OSU and sent out semi-annually in the spring and fall. It is important to note that in order for OSU to track your credit and for you to receive your transcript, you MUST be registered for the certification program which has a one-time $20 fee ($40 if requesting for both Clerk and Treasurer) and is separate from annual dues. Once Institute hours are completed, you can register for the Academy Certification for an additional $20 ($40 if requesting for both Clerk and Treasurer).
- How can I request a copy of my transcript?
Submit a transcript request form.
- How many hours are needed to graduate (Institute and Academy)?
Institute Clerks:
- Public Administration - 60 hours
- Social/Interpersonal - 40 hours
- Electives - 20 hours
Institute Treasurers:
- 100 hours
Academy Clerks:
- 120 hours total
Academy Treasurers:
- 45 hours total
- The Oklahoma Municipal Clerks and Treasurers Education Committee
- Andrea Mullin, Member | Woodward, OK
- Erin Crawfrod, Member | Enid, OK
- Sarah Sharp, Member | Claremore, OK
- Lindsey Grigg-Moak, Member | El Reno, OK
- Jan Neufeld, Member | Atlus, OK
- Brenda Hall, Member | Norman, OK
- Christy Conrad, Member | Perry, OK
- Kelly Danner, Member | Nicoma Park, OK
- Cynthia Wayman, EX-Offcio | McLoud, OK
- Curtis Green, Member | Broken Arrow, OK
- Liz Sloat, Member | Lindsay, OK
- Rebecca Ramsey, Member | Tulsa, OK
- Program Policies
Full attendance is required to receive credit for Institute sessions. In order to receive credit, participants will need to scan the QR code at the door and fill out the form with first and last name.
Sessions pending approval from IIMC and APT.
Review the all CFW program policies. All programs presented by the Center for the Future of Work are subject to these policies.