INSTITUTE Oklahoma Municipal Clerks & Treasurers. February 19-23, 2018 (Monday-Friday) Endorsed by

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1 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 Oklahoma Municipal Clerks & Treasurers INSTITUTE 018 February 19-3, 018 (Monday-Friday) Wes Watkins Center Stillwater, Oklahoma The Oklahoma Municipal Clerks and Treasurers Institute is an educational program designed to develop technical skills and administrative, financial and leadership abilities. The Oklahoma Municipal Clerks and Treasurers Education Committee Becca Ramsey Institute Director and Program Coordinator, Center for Executive and, OSU Kelly Danner Staff Liaison, Oklahoma Municipal League, Oklahoma City Brenda Hall City of Norman Cora Middleton City of McAlester Jan Neufeld City of Altus Cindy Pollard City of Harrah Bob Ponkilla City of Oklahoma City Lisa Root Town of Eakly Sarah Sharp City of Claremore Ashley VanDeburg City of Weatherford Susan White City of Glenpool Center for Executive and Spears School of Business P F W cepd.okstate.edu 15 Business Building Stillwater, OK

2 S P E A R S S C H O O L O F B U S I N E S S O K L A H O M A S TAT E U N I V E R S I T Y Oklahoma Municipal Clerks & Treasurers INSTITUTE 018 MONDAY FEBRUARY 19 8:00-8:15 a.m. Welcome and Introduction 8:15-10:15 a.m. Promoting Excellence at Work Kyle Eastham, Lecturer in Entrepreneurship, Spears School of Business, 10:15-10:30 a.m. 10:30 a.m-1:30 p.m. 1:30-1:30 p.m. Employee Terminations and the Aftermath Suzanne Paulson, General Counsel, OMAG Intro to Fiscal Management Rachel Domnick, Instructor of Professional Practice, School of Accounting, 3:45-5:45 p.m Project Management Marc Tower, Lecturer-Business Communications, Department of Management, Spears School of Business,, Tulsa, OK TUESDAY FEBRUARY 0 Emergency Management-Local and State Level Rob Hill, Emergency Management Director, City of Stillwater Steve Palladino, Preparedness and Response Division Manager, Oklahoma Department of Emergency Management 10:15-11:15 a.m. HR Management/ Employment Laws Matt Love, Deputy general counsel/director of claims, OMAG 11:15-11:30 a.m 11:30 a.m-1:30 p.m 1:30-1:30 p.m. HR Management/ Employment Laws (continued) Matt Love, Deputy general counsel/director of claims, OMAG Environmental Policy and Management Raymond Melton, Environmental Protection Manager, City of Oklahoma City Andrea Shelton, Community Relations Coordinator, Oklahoma City 3:45-5:45 p.m Improving Presentation Skills Kim McCrackin, Lecturer-Business Communications, Department of Management, Spears School of Business,, Tulsa, OK

3 WEDNESDAY FEBRUARY 1 8:00-10:00 a.m Municipal Clerk Profession-Best Practices-Panel Discussion Brenda Hall, City Clerk, City of Norman Kory Atcuson, City Clerk, City of Edmond Sarah Sharp, City Clerk, City of Claremore Lindsey Grigg, City Clerk, City of El Reno 10:15 a.m.-1:15 p.m. 1:15-1:15 p.m. 1:15-3:15 p.m 3:15-3:30 p.m 3:30-5:30 p.m Retirement Basics Chris Whatley, Plan Advisor and Portfolio Strategist, Oklahoma Municipal Retirement Fund Katie Girardi, Retirement Plan Administrator, Oklahoma Municipal Retirement Fund GASB update Brenda Wright, Shareholder, Crawford & Associates, P.C. GASB update (continued) Brenda Wright, Shareholder, Crawford & Associates, P.C. THURSDAY FEBRUARY Intro to Public Administration Ross Vanderhamm, Retired Finance Director and City Clerk, City of Edmond 10:15-11:15 a.m. Intro to Effective Attitudes in the Workplace Lee Manzer, Ph.D., Professor, Department of Marketing, Spears School of Business,, Stillwater, OK 11:15-11:30 a.m 11:30 a.m-1:30 p.m 1:30-1:30 p.m Intro to Effective Attitudes in the Workplace (continued) Lee Manzer, Ph.D., Professor, Department of Marketing, Spears School of Business,, Stillwater, OK Graduation Luncheon Investing Public Funds Bob Ponkilla, City Treasurer, City of Oklahoma City 3:45-5:45 p.m. State Laws & Regulations Matt Cyran, Shareholder/Director, Rosenstein, Fist & Ringold FRIDAY FEBRUARY 3 Legislative Process Missy Dean, Deputy Director of External Operations/Government Affairs, Oklahoma Municipal League 10:15 a.m.-1:15 p.m 1:15 p.m. Cyber Security Janice Jolly, Agent, OSBI Adjourn

4 SESSIONS Hours CMC AREA CPFA AREA Project Management Employee Terminations and the Aftermath Intro to Fiscal Management Promoting Excellence at Work Emergency Management-Local and State Level HR Management/ Employment Laws Environmental Policy and Management Improving Presentation Skills Municipal Clerk Profession-Best Practices-Panel Discussion Retirement Basics GASB update 4 Intro to Public Administration Intro to Effective Attitudes in the Workplace Investing Public Funds State Laws & Regulations Legislative Process Cyber Security Attendance Policy Endorsed by Education Committee Full attendance is required to receive credit for Institute sessions. In order to eliminate disruptions to both speakers and participants, each session will only be open for the first ten minutes. Participants wishing to receive credit will be required to sign in at the beginning of each session. Participants arriving after the session is closed can still attend but will not receive credit for the session. Appropriate breaks will be provided to address personal needs or issues that arise while you are in the sessions. If you need to leave a session for an extended period of time, please wait until the next session to return. Speakers will be encouraged to adhere to the published agenda. However, if a session breaks early, the next session will not begin until the published time. Location, Fees, and Accommodations The Institute will be held at the Wes Watkins Center. Full registration fee is $375 which includes instruction, materials, refreshments, continental breakfasts and the Thursday Graduation Luncheon. Parttime participation fees are $60 per half-day and does not include the luncheon. There is no parking charge at the Wes Watkins Center. Participants are asked to make their own hotel reservations. Please bring your tax exempt letter if you wish to claim tax exempt status. HOTELS PRICE CONTACT INFORMATION Cimarron $93/night Fair FIeld Inn $81/night Home Suites by Hilton Stillwater $93/night Cancellation Policy for the Institute Because of guarantee requirements for catering, cancellations must be received by February 9, 018 at 4 p.m. for a refund of fees.

5 REGISTRATION FORM Oklahoma Municipal Clerks & Treasurers INSTITUTE February 19-3, 018 (Monday-Friday) WAYS to register Visit us online at: cepd.okstate.edu Mail this form to: OSU Center for Executive and 15 Business Building Stillwater, OK FAX this form to: QUESTIONS Call the OSU Center for Executive and at or our toll free number at Name Name for Badge I have been awarded the designation(s) of: CMC MMC CPFA CPFO ACPFA (for name badge purposes) Title Municipality [ ] City of [ ] Town of Address City/State/ZIP Telephone FAX PLEASE REGISTER ME (Registration fee is $375.) Registration fee includes instruction, materials, refreshments, continental breakfasts and Thursday s luncheon. PART-TIME PARTICIPANT (Registration fee is $60 each half-day.) Thursday luncheon is not included in part-time participant rates. Please check the sessions you plan to attend. Monday: a.m. p.m. Tuesday: a.m. p.m. Wednesday: a.m. p.m. Thursday: a.m. p.m. Friday: a.m. LUNCHEON (Luncheon is included in the full-time registration fee.) Please check if you plan to attend the luncheon. Please list any dietary restrictions: Thursday Graduation Luncheon (part-time participants add $0) I plan to bring guest(s) to the graduation luncheon on February. ($0 per guest) TOTAL REGISTRATION FEE Enclosed is a check for $ made payable to OKLAHOMA STATE UNIVERSITY. Bill my municipality $ FEI # Purchase Order # Charge $ to my MasterCard Visa American Express Card Number: Expiration Date: Billing Zip : Security Code: Cancellation policy Because of guarantee requirements for catering, cancellations must be received by February 9, 018 at 4 p.m. for a refund of fees.