AGENDA

John Somers, Director of Administration, Beaver Dam, President, Wisconsin Clerks, Treasurers & Finance Officers, presiding

10:30 a.m. | Registration opens

AFTERNOON

General Session

1:00 p.m. | Welcome: Green Lake

Mayor Jon McConnell

1:15–2:30 p.m. | Legislative Update

Curt Witynski, Assistant Executive Director, League of WI Municipalities

2:30-2:45 p.m. | Break Sponsored by River Valley Bank

2:45–4:15 p.m. | DOR Update
Handouts: Dept of Revenue Update, Correction of Errors, Chargebacks, etc., Wisconsin Room Tax Report Final 

Speakers: Scott Shields, Director, Technical and Assessment Services, DOR and Valeah Foy, Director, Local Gov’t Services, DOR

EVENING

5:30–6:30 p.m. | Cocktails

6:30–7:30 p.m. | Picnic

THURSDAY, JUNE 23

MORNING

Concurrent Workshop Sessions

8:00 a.m. | Coffee and Rolls

8:30 a.m.

Track 1: Affordable Care Act Part I

Moderator: Matt Trebatoski, City Clerk-Treasurer, Ft. Atkinson

Speaker: Matthew J. Flanary, Attorney, Buelow Vetter Buikema Olson & Vliet, LLC

Track 2: Record Retention

Moderator: Steve Braatz, Jr., Village Clerk-Treasurer, Mukwonago

Speaker: Katie Scanlan and Ben O'Donnell, Waukesha County Records Management

10:00–10:15 a.m. | Break Sponsored by Johnson Block & Company

10:15–11:45 a.m.

Track 1: Affordable Care Act Part II

Moderator: Matt Trebatoski, City Clerk-Treasurer, Ft. Atkinson

Speaker: Matthew J. Flanary, Attorney, Buelow Vetter Buikema Olson & Vliet, LLC

Track 2: Elections/MOVE Act, etc.

Moderator: Sandi Wesolowski, City Clerk, Franklin

Speaker: Ross D. Hein, Elections Supervisor & Meagan McCord, Voter Services Specialist, Government Accountability Board

11:45 a.m.–1:00 p.m. | Business

Meeting/Lunch (included) - Sponsored by WEA Trust

AFTERNOON

Concurrent Workshop Sessions

1:00–2:30 p.m.

Track 1: WI Alcohol Licensing and Recent Law Changes

Moderator: Kelly Tarczewski, City Clerk-Treasurer, Pewaukee

Speakers: Special Agents Jason Lee and Rick Uhlig, Alcohol & Tobacco Enforcement, DOR

Track 2: DOR-Assessment Errors, Corrections, Omitted Taxes & Chargebacks

Moderator: Mark Houtakker, City Treasurer, Monona

Speakers: Valeah Foy, Director, Local Gov’t Services and Mary Gawryleski Director, Equalization Bureau, DOR

2:30–2:45 p.m. | Break - Sponsored by Associated Appraisal Consultants, Inc.

2:45–4:15 p.m.

Track 1: ETF-General Overview-WRS Reporting

Moderator: Carolyn Toms-Neary, Director of Office Services, Cudahy

Speaker: Joanne Westphal, Employer & Contract Services & Jamie Gonzales, Trust Fund Specialist, Dept of Employee Trust Funds.  

Track 2: Room Tax

Moderator: Steve DeQuaker, City Budget Officer/Treasurer, Burlington

Speakers: Curt Witynski, Assistant Executive Director, League of WI Municipalities and Valeah Foy, Director, Local Gov’t Services, DOR

5:30-6:30 p.m. | Escapade Yacht Cruise

(First 60 registered)

FRIDAY, JUNE 24

John Somers, Beaver Dam or Matt Trebatoski, Ft. Atkinson

MORNING

General Session

8:30 a.m. | Coffee and rolls - Sponsored by League of WI Municipalities Mutual Insurance

9:00 a.m. | Safety/Active Shooter Training

Moderator: Ralph Chipman, City Finance Director, New Berlin

Speaker: Sergeant Dan Hanlon, New Berlin

10:15 a.m. | Break

10:30 a.m. | Safety/Active Shooter Training

Moderator: Ralph Chipman, City Finance Director, New Berlin

Speaker: Sergeant Dan Hanlon, New Berlin

11:45 a.m. | Adjournment