Treasurer/Encumbrance Clerk Academy – OKC

November 11, 2021 9:00 am - 3:00 pm


9 a.m. • Welcome and Introductions

9:15 – 10 a.m. • Roles and Responsibilities: The School Funding Formula

10 – 10:15 a.m. • Break

10:15 – 11 a.m. • Roles and Responsibilities: Financial Reports and Communications

11 – 11:45 a.m. • Roles and Responsibilities: Financial Issues with Election Campaigns

11:45 – 12:30 p.m. • Lunch

12:30– 1:30 p.m. • Ethics: School Activity Funds and Proper Procedures

1:30– 1:45 p.m. • Break

1:45– 2:30 p.m. • Accounting: Employee and Vendor Contracts 101 and Common Issues

2:30– 3 p.m. • Wrapping Up: Lessons Learned in Moments of Crisis

The Treasurer/Encumbrance Clerk Academy is held in conjunction with the Wed., Nov. 10 Minutes Clerk Leadership Academy. There will be a special room rate of $119 per night at the Waterford Renaissance for Oklahoma City attendees. Please call 1-800-228-9290 or 405-848-4782 to make a reservation.

Lunch will be provided for all attendees of the Treasurer/Encumbrance Clerk Academy. The Academy is eligible for up to five continuing education credits for treasurers/encumbrance clerks.

Can’t make the Oklahoma City sessions? The Minutes Clerk Leadership Academy will also be held Tues., Oct. 26 and the Treasurer/Encumbrance Clerk Academy will be held on Wed., Oct. 27 at the DoubleTree Warren Place in Tulsa.

Register online through the member portal (login required).

Online registration is available through the OSSBA member portal. For information or questions about the member portal, please contact Lisa Deaton or Jennifer Carel by email with your name, district, and email address or call 888.528.3571.

Registration is $150 for OSSBA members, $300 for non-members. Registrations are due by November 5. Registrations after the deadline, including on-site, are $175 ($350 for non-members). Notice of registration cancellation must be received in writing by November 5 for a refund (less a $25 cancellation fee). No refunds or credits will be offered after November 5.

In-person attendance will be limited to enable social distancing, and in-person attendees are encouraged to wear masks. Please note the safety protocols may change in accordance with local or state health directives.


Waterford Renaissance
6300 Waterford Blvd
Oklahoma City, OK 73118
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