Treasurer Toolkit 

This exciting series of educational opportunities provides basic topics throughout the year. Sessions are online using Zoom meetings to allow for an interactive session for attendees, who will be able to ask questions and participate in the chat with other attendees and the instructor. 

Topics are great introductions for newer treasury professionals but can also serve as a timely refresher for members who have been in their roles for awhile - we can always learn more! If you have your MiCPT, each session is worth one point of continuing education towards your renewal.

Single sessions of the Treasurer Toolkit cost $69 per session per attendee. The Toolkit Combo includes all three 2024 sessions and costs $199. If you register for the Combo, you will receive an email prior to each session with the link - you do not need to register for each individual session.

All sessions will be recorded and available for viewing if you have a conflict or just want to re-watch a portion of the session. Recordings are available about one week after the session. Links are sent to everyone who registered for a session; if you need the link, contact our association managers at [email protected].

Note: if you are a MMTA member and would like to register additional attendees from your municipality who are not current MMTA members, select "register a guest" on the online registration form to add your coworkers. The non-member rate for Toolkit sessions is $99 per attendee or $297 for the Toolkit Combo, which includes all three 2024 sessions.

2024 Toolkit Sessions

Handling Property Tax Adjustments - Thursday, June 20
Learn more about property tax adjustments, where they come from, the different types of adjustments, and how you can accurately process them. The session will address value changes, PRE changes, Veteran’s Exemptions, Poverty Exemptions, and personal property changes. We’ll discuss how you can deal with these changes and proven methods to track adjustments. Session will include a demonstration on making adjustments in BS&A as well as letter templates you can use to communicate property tax adjustments. Presenter:  Mike Pettigrew, ACPFA, ACPFIM, MiCPT Treasurer, City of Ann Arbor

Settlement: How to Set Yourself Up for Success - Wednesday, October 23
While every county has their own specifics on how to provide settlement information, how you maintain your records throughout the year is truly how you will have a successful settlement experience. Learn more in this session to truly set yourself up for success. More details coming soon.

Delinquent Collections - Tuesday, November 19
Learn how to process taxes once they become delinquent. We'll provide ideas and processes on what you can do to collect delinquent taxes and what to do if the taxes seem to be uncollectable. Presenter: Laurie Sheldon, ACPFA, MiCPT. 

Registration 
Register for the Toolkit Combo - all three 2024 Treasurer Toolkit sessions ($199).
Register for the single session "Handling Property Tax Adjustments" Treasurer Toolkit ($69).
Register for the single session "Settlement" Treasurer Toolkit ($69).
Register for the single session "Delinquent Collections" Treasurer Toolkit ($69).

Click to download a pdf copy of the above Toolkit info sheet.