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The Oklahoma Municipal Clerks and Treasurers Institute is an educational program designed to develop technical skills and administrative, financial and leadership abilities.


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Certification program

The Oklahoma Municipal Clerks & Treasurers Institute certification program is coordinated by Oklahoma State University at the Center for the Future of Work.


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March 27 - 31
Agenda Sessions  

Day 1

Monday, March 27

  • 8-11 AM Leadership Development for Highly Effective Teams and Organizations
    Speaker: Stephanie Phipps, Assistant Professor of Professional Practice in Management, Oklahoma State University
  • 11 AM-12 PM Municipal Professions
    Speaker: Kory Atcuson, City Clerk, City of Edmond
  • 12-1:15 PM Lunch on your own
  • 1:15-3:15 PM Public Fiscal Policy
    Speaker: Anthony Francisco, Director of Finance, City of Norman
  • 3:15-5:15 PM Municipal Budget Options
    Kim Coffman, Budget Manager, City of Norman

Day 2

Tuesday, March 28

  • 8-11 AM Problem Solving Techniques
    Speaker: Marc Tower, Assistant Dean, Spears School of Business, Oklahoma State University
  • 11 AM-12:15 PM Lunch on your own
  • 12:15-2:15 PM Community Development
    Speaker: Marshall Vogts, Community Development Division Director, Oklahoma Department of Commerce
  • 2:15-5:15 PM Introduction to Cash Management
    Speaker: Ashlea Briggs, Senior Vice President, Director of Treasury Management, BancFirst

Day 3

Wednesday, March 29

  • 8-10 AM Audit Requirements
    Speaker: LaDonna Sinning, Partner, Arledge & Associates, P.C.
  • 10 AM-12 PM Technology in the Municipal Workplace
    Speaker: Kevin Sesock, Director of Technology Services, Oklahoma Municipal Assurance Group
  • Noon-1:15 PM Lunch on your own
  • 1:15-3:15 PM Presentation Skills
    Speaker: Mike Bailey, City Manager, City of Bartlesville
  • 3:15-5:15 PM Establishment of Internal Controls
    Chris Pembrook, Shareholder, Crawford & Associates, P.C.

Day 4

Thursday, March 30


  • 8-10 AM TBD
  • 10 AM-12 PM Revenues and Expenditures
    Speaker: Jan Neufeld, Chief Financial Officer, City of Altus
  • 12-1:15 PM Graduation Lunch
  • 1:15-3:15 PM Debt Policy
    Speaker: Chris Wolff, Municipal Advisor, MFSOK
  • 3:15-5:15 PM Agendas and Minutes
    Speaker: David Weatherford, City Attorney, City of Sand Springs

Day 5

Friday, March 31


  • 8-10 AM TBD
  • 10 AM-12 PM TBD
  • Hotel Blocks

    Hotel: Best Western Plus

    • Address: 315 N Husband St. Stillwater, OK
    • Room Rate: $98/night
    • Group: Clerks and Treasurers
    • Phone # to make reservation: 405-372-2878
    • Must make your hotel reservation by March 12, 2023

    Hotel: Home2 Suites By Hilton

    • Address: 306 E Hall of Fame Stillwater, OK
    • Room Rate: $98/night
    • Group: Clerks and Treasurers
    • Phone # to make reservation: 405-372-2550
    • Must make your hotel reservation by March 12, 2023
  • The Oklahoma Municipal Clerks and Treasurers Education Committee
    • Ashley VanDeburgh | Town of Slaughterville
    • Erin Crawford | City of Enid
    • Sarah Sharp | City of Claremore
    • Lindsey Grigg-Moak | City of El Reno 
    • Jan Neufeld | City of Altus 
    • Brenda Hall | City of Norman
    • Christy Conrad | City of Perry
    • Kelly Danner | City of Nicoma
    • Tracey Aaron | Park City of Praque
    • Jerrica Worthy | City of Cushing 
    • Randal Lewis | City of Oklahoma City
    • Rebecca Ramsey | OSU, CFW
  • 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.
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