Winter Workshop

Held each January, this day and half training session is designed to provide attendees with tangible skills. Anyone with treasury-related responsibilities will find actionable knowledge that can help you do your job better. This hybrid conference is held in Lansing and online via livestreaming. Both municipal and associate members are welcome to attend. Registration fee is $199 to attend both the half day session on Thursday and the entire day on Friday or $149 for just Friday.

Register now for the 2024 Winter Workshop. For more information download the information sheet.

Keynote Speaker

When You Hear Hoofbeats, It May Be a Zebra
Daniel Porter is an incredible presenter who shares what he’s learned about fraudsters to help you be prepared if (or when) you face a fraud threat. In this keynote address, Daniel discusses how the obvious explanation isn’t always the correct one.

Don’t miss Daniel’s captivating case studies that explore the more common symptoms of fraud that are often misdiagnosed. You’ll learn:
• How fraudsters think.
• How to identify fraud red flags.
• How to separate mistakes from fraud.

Topics & Speakers

Thursday, January 18

The Life of a Treasurer (1:00 - 3:00 pm)

  • Important Dates and Reports for Cities, Townships, Villages & Counties
  • Rande Listerman, Village of Pentwater; Barb Fandell, City of Ithaca; Bret Padgett, Comstock Charter Township; Melinda Weaver, Calhoun County

Settlement & Tax Roll - Tips & Tricks (3:15 - 5:00 pm)

  • The Importance of Good Relationships Between County & Local Units
  • Rachel Piner, Ingham County; Karin Tebeau, Delhi Charter Township; Carla Vandefifer, Genesee County; Julie Pray, City of Davison

Friday, January 19

Why You Should Care About the Market (8:30 - 9:30 am)
  • 2024 Market Update and Investment Best Practices
  • Mike Kloack, Meeder Investments
Legislative Update (9:45 - 11:45 am)
  • An Inside Look from MTA & MML on the Latest Legislation Affecting Treasurers
  • Judy Allen, MTA; Jennifer Rigterink, MML (tentative)
Protect Your Office from the Unknown (12:45 - 2:45 pm)
  • Internal Controls, Cross Training, and Controlling Access
  •  Mike Pettigrew, City of Ann Arbor; Curtis Dancer, City of Alma; Trisha Gough, Horizon Bank
When You Hear Hoofbeats, It May Be A Zebra (3:00 - 4:30 pm)
  • Identifying Red Flags and Fraudulent Behavior
  • Closing Keynote Daniel Porter, Certified Fraud Examiner

Thursday: 1:00 - 5:00 pm
Friday: 8:30 am - 4:30 pm

Make your reservation at the Hilton Garden Inn - Lansing West hotel by January 1 to receive the special MMTA group rate. Call the hotel directly at 517-999-9930 or use this reservation link. The hotel's policy is to hold your reservation by placing a credit card charge for your stay plus a $50 hold for incidentals. Make sure to provide your tax exempt information. The hotel is located at 633 North Canal Road in Lansing. 

Hybrid Attendance 
Choose how you would like to attend Winter Workshop - in-person or online:
1) both the Thursday afternoon sessions and Friday sessions for $199, or
2) the Friday sessions only for $149

Select your preference when you register. Fees include sessions and downloadable materials for all attendees. There will be beverages, snacks, and a networking session (with dinner) on Thursday and breakfast and lunch on Friday for in-person attendees. Register before Wednesday, January 3 to avoid late fees. Cancellation requests must be made in writing by January 3 for a full refund (less a $25 cancellation fee). For MMTA's training policy, click here

ACPFIM & CPFIM Re-Certification Training
If you have your ACPFIM or CPFIM certification through APT US&C, they are holding a refresher course on Thursday morning before the start of Winter Workshop. Visit the APT US&C website for more information.