Overview
Basic Institute is designed to provide you 100 hours of instruction over three consecutive years that includes classroom instruction, interactive learning with your peers, and networking to help you develop professional resources in your treasury role. The defined curriculum is on a rolling schedule to ensure that no matter what year you start, you’ll receive the full slate of topics by the time you graduate in your third year. Download a printable pdf of the info sheet above by clicking on the image. Register for Basic Institute.
Schedule
2022 Basic Institute will be Sunday, April 24 - Friday, April 29 at the Mt. Pleasant Comfort Inn & Suites Conference Center. A detailed schedule will be posted, but sessions start late Sunday afternoon with a required Orientation for all attendees and conclude Friday at noon. Classes are typically from 8:00 am to 5:00 pm; after hours dinner and networking activities are recommended but not required. There is also a banquet celebration on Thursday evening for all attendees.
Incredible Speakers
The Education Committee (a group of MMTA members who have started or graduated from Basic Institute) has selected an energetic and knowledgeable line-up of speakers for the 2022 Basic Institute. You're going to love these topics and speakers!
Understanding the Five Types of People - Sherene McHenry
Overview of Investing Public Funds - Jeff Anderson
Budgeting Panel Discussion - Bret Padgett & Grant Taylor
Avoiding Tech-Based Fraud - Scott McQueen
The Importance of Internal Controls - Mike Pettigrew
The Hows & Whys of a Capital Improvement Plan - Leanne Panduren & Jason Ball
A Capital Improvement Plan Case Study - Susan Daugherty
Banking Service Basics, Kim Goethe & Ben Stone
Cash Forecasting, Greg Prost
Sharing Treasury’s Contribution - Mike Pettigrew
What Communities Are Doing with ARPA Funding - Eric Scorsone
How Millages Work - Tom Colis
Importance of Communicating with Your Legislators - John LaMacchia & Jennifer Rigterink
Mobile Offices & Working Remotely - Steve Burdick
Preparing for an Audit & Single Audit - Brian Camiller & Tyler Luce
Michigan’s Property Tax Limitations - Eric Lupher
Written Procedures You Should Have - Marie Sherry
Ethics Aren’t for the Byrdes in Ozark - Daniel Porter
Attendance
Since the Basic Institute program leads to the MiCPT (Michigan Certified Professional Treasurer) certification, attendance for all sessions is mandatory. If you are unable to attend a session due to an emergency, you must contact the program facilitator or MMTA staff as soon as you can to discuss your attendance.
Location and Lodging
Most attendees choose to stay at the Comfort Inn & Suites for the week of classes; a few who live nearby sometimes prefer to commute. Contact the hotel directly at 989-772-4000 to make your reservations. Make sure to ask for the MMTA group rate, which starts at $85/night plus applicable taxes. There are also a few rooms available at the Fairfield Inn which is right next to the Comfort Inn & Suites; the MMTA group rate is also $85/night there. Staying at the Comfort Inn is incredibly convenient - the conference center is connected to the hotel so you don't have to go outside to get to sessions, meals, or activities. There is also a Bennigan's restaurant connected to the hotel. We do not anticipate offering the 2022 Basic Institute online; attendance will be in-person.
Cost
The Basic Institute registration fee is $550 annually. This includes all sessions, materials, and most meals (attendees are on their own for dinner on Wednesday and lunch on Friday, since training concludes prior to lunch). Attendees are responsible for their own travel and lodging. Scholarships are available for the registration fee - more information and requirements are online here.
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