Clerks, Treasurers & Finance Officers Institute

2016 Clerks Treasurers & Finance Officers Institute
June 22-24|Heidel House, Green Lake
643 Illinois Ave, Green Lake WI 54941
Phone: 920-294-3344
Thank you for attending!  Your attendance at the Clerks, Treasurers & Finance Officers Institute is a smart investment in you and your municipality.  

Check out the 2016 CTFO Institute Photo Album on the League's Facebook page.  

AGENDA


To download the presentations, click on the title of the workshop. 

WEDNESDAY, JUNE 22

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 UpdateCorrection 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



Take any photos of this event? The League is collecting photos for future use, please e-mail gsumi@lwm-info.org with any photos you would like to share.
Take any photos of this event? The League is collecting photos for future use, please e-mail gsumi@lwm-info.org with any photos you would like to share.
Take any photos of this event? The League is collecting photos for future use, please e-mail gsumi@lwm-info.org with any photos you would like to share.