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 for upcoming trainings. 

Full Upcoming Events Calendar

Upcoming Workshops:

March 24, 10:30 - 11:30 a.m.

Price: $20 member / $30 non-member
Topic: Is Your Township in Compliance with IRS Requirements?
Speaker: TBD
Description: Attendees will be given an update on IRS matters that pertain to local governments and will learn the various types of fringe benefits such as travel, meals, cell phones, uniforms and autos.  Attendees will be provided sample procedures needed in order to have an accountable plan for fringe benefits and when the fringe benefits should be included in the employee's wages. 

Register Here

April 21, 12:00 - 1:00 p.m.

Price: FREE
Topic: Lunch 'N Learn Roundtable
Speaker: Moderated by Michael Zaky & Amy Richards
Description: This roundtable will offer an opportunity to openly discuss common issues that come up within your townships and how you handle them. We will also discuss what webinar topics you would like to be offered during the 2023 education calendar.

Register Here

May 26, 10:30 - 11:30 a.m.

Price: $20 member/$30 non-member
Topic: Accounting Basics
Speaker: Justin Sloan
Description: As a core function for fiscal officers, this session covers the basics of keeping your accounts in order and how to appropriately manage your township’s funds.

Register Here

June 22

Price, Topic, & Speaker: TBD

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 at