Financial Officer Training | Residential institute


A residential institute 

Designed specifically for union financial officers including new treasurers, financial secretaries, trustees, and other union officers, the program covers regulations from the U.S. Department of Labor as well as record-keeping best practices to help you comply with the requirements of the Labor-Management Reporting and Disclosure Act. You will learn:

  • The fiduciary responsibilities of key union positions
  • Effective recordkeeping and potential pitfalls
  • Preparing budgets and financial reports
  • 10 steps in a successful audit preparation
  • Practice audit for real-world experience

Class Details

Class location and lodging:

Residential institutes are held at the University of Wisconsin-Madison Fluno Center. The center is located on campus at 601 University Ave., Madison, WI 53715. A block of hotel rooms at the Fluno Center is available for class participants to reserve. We encourage you to secure your lodging soon after registering for your class to ensure a hotel room for your stay in Madison. To reserve your room call the Fluno Center directly at 608-441-7117 and reference your institute for the block rate. If you need parking, inform the center when you book your room.

When: Mon, Mar 14 – Tue, Mar 15, 2022 | 8:30 a.m. – 4:30 p.m.

Tuition: $555

**Registration is open has been extended until the class is full.