Fiscal Officer Training

Whether you are a first-time fiscal officer or have years under your belt, the OTA provides insightful information on financial planning, annual procedures, audits, and more.

Please be sure to frequent this page for dates of upcoming training. 

Full Upcoming Events Calendar

Upcoming Workshops:

How to Organize Your Files
March 22, 10:30 – 11:30 a.m.

Track: Fiscal Officer
Speaker: Diane Schaefer, Fiscal Officer, Perkins Township, Erie County
Description: This pre-recorded webinar will share some organizational tips to get your office streamlined from daily work, to audit, then to storage. If you are new to the office and are having trouble determining the best way to organize, these filing methods will make your job easier.  
Price: $20 member / $30 non-member


Fiscal Officer Roundtable
April 26, 12:00 – 1:00 p.m.

Track: Fiscal Officer
Moderator: Michael Zaky, Director of Education & Events, Ohio Township Association
Description: This roundtable will offer an opportunity to openly discuss common issues that come up within your townships and how you handle them. 
Price: Free


Investing Township Funds: Economic Market Update
May 24, 10:30 – 11:30 a.m.

Track: Fiscal Officer
Speaker: Joe Violand, Portfolio Manager, RedTree Investment Group
Description: This webinar will provide information for decision makers on investing funds in today's markets. It will include a discussion on changes in the economic environment and its related changes in the fixed income markets. 
Price: $20 member / $30 non-member


Dates are subject to change. Please check this page closer to the event for the most updated information. For any questions, please contact Michael Zaky.