Finance & Compliance Training

Join us for a comprehensive training designed specifically for Local Union Treasurers and Presidents. This session will cover:

• Banking basics and internal controls
• IRS 990N – what it is and why it matters
• Membership accuracy – ensuring the right deductions for the right people
• “Join Now” initiative – current status and updates
• Dues payments – multiple ways members and locals can send payments
• Rosters, forms, and reconciliation
• 1099 reporting responsibilities
• Early Bird program – what it is and how it works

While attendance is not required, all treasurers and presidents are strongly encouraged to participate to be fully prepared to manage their roles with confidence and clarity.