Please use the following form to register for the CUPE Ontario 2024 Secretary-Treasurers Conference.If you are unable to register on-line, please contact Winnie Lau at 905-739-9743 ext. 610 or by email at [email protected].
Workshops are scheduled for Wednesday afternoon and the full day on Thursday. You will choose your workshop selections during online registration. Please note that if you are selecting Financial Essentials & Financial Officer for Trustees or Treasurers in Group A, you CANNOT choose any workshops in Group B.
*On-line registration will be closed 5 business days prior to the Conference
Spots remaining: 2
Time: Wednesday 1:30pm – 4:30pm & Thursday 9:00am – 4:30pm
Financial Essentials
This workshop is for all members in an elected position within the local union. Whether you are a trustee or a member of the executive, learning about the basics of the local union’s finances is a priority. In this workshop, you will learn about your duties regarding the finances of the union, budgeting and how to be transparent and accountable to members.
Financial Officer
Following the completion of LET – Financial Essentials, this 6-hour workshop allows
Secretary-Treasurers and Trustees to delve deeper into local finances.
The Secretary-Treasurers will learn how to use the CUPE electronic ledger, manage the local union’s funds and accounts, and prepare reports to the membership and the trustees.
The Trustees will learn how to properly perform an audit of the local union’s books, accounts, properties, and assets. At the end of this workshop, Trustees will be able to make recommendations to the local union to improve the local union’s financial health.
NOTE: Please bring a laptop, if possible.
Spots remaining: 1
Time: Wednesday 1:30pm – 4:30pm & Thursday 9:00am – 4:30pm
Financial Essentials
This workshop is for all members in an elected position within the local union. Whether you are a trustee or a member of the executive, learning about the basics of the local union’s finances is a priority. In this workshop, you will learn about your duties regarding the finances of the union, budgeting and how to be transparent and accountable to members.
Financial Officer
Following the completion of LET – Financial Essentials, this 6-hour workshop allows
Secretary-Treasurers and Trustees to delve deeper into local finances.
The Secretary-Treasurers will learn how to use the CUPE electronic ledger, manage the local union’s funds and accounts, and prepare reports to the membership and the trustees.
The Trustees will learn how to properly perform an audit of the local union’s books, accounts, properties, and assets. At the end of this workshop, Trustees will be able to make recommendations to the local union to improve the local union’s financial health.
NOTE: Please bring a laptop, if possible.
Session 1: Wednesday 1:30pm – 4:30pm
Spots remaining: 1
Session 2: Thursday 9:00am – 12:00pm
Spots remaining: 14
Session 3: Thursday 1:30pm – 4:30pm
Spots remaining: 14
Empower your local union with the important skills to create a strong budget that supports your goals and make timely strategic decisions throughout the year including where to focus / refocus resources based on your monthly financial results compared to your budget.
In this workshop you will learn: Budget Basics, Setting Priorities, Financial Planning. Transparency and Accountability, Effective Reporting and Communication
Join us to improve your local union’s financial future!
Session 1: Wednesday 1:30pm – 4:30pm
Spots remaining: 17
Session 2: Thursday 9:00am – 12:00pm
Spots remaining: 18
Session 3: Thursday 1:30pm – 4:30pm
Spots remaining: 22
Understand the payment structures to CUPE National and the processes behind remittances of local union dues. Gain an understanding of how to use the online CUPE Electronic Ledger.
Note: Must bring or request laptop with Excel program or request one in advance from CUPE Ontario.
Session 1: Wednesday 1:30pm – 4:30pm
Spots remaining: 22
Session 2: Thursday 9:00am – 12:00pm
Spots remaining: 9
Session 3: Thursday 1:30pm – 4:30pm
Spots remaining: 21
In this workshop, you will learn about preparation and submission of cost-share campaign plans to access the funds necessary (50-50 between CUPE National and the local) to support your campaigns around bargaining, contracting-out, anti-privatization and other initiatives. The workshop will explain how different resources can be accessed at appropriate points in a campaign arc, the elements of a successful campaign plan and how they fit into successful campaign proposals, timelines and deadlines, and relevant regulations around the National Defence Fund and the cost-sharing campaigns approval process.
Spots remaining: 17
Session 1: Wednesday 1:30pm – 4:30pm
Spots remaining: 14
Session 2: Thursday 9:00am – 12:00pm
Spots remaining: 21
Session 3: Thursday 1:30pm – 4:30pm
Spots remaining: 7
Good by-laws are an essential component of a well-functioning local. In this workshop, you will learn the principles of good by-laws and how to make sure they are in compliance with CUPE’s National Constitution. We’ll also look at how clear language by-laws help our members get involved in the work of the union
NOTE: Please bring your local by-laws to the workshop.
Session 1: Wednesday 1:30pm – 4:30pm
Spots remaining: 22
Session 2: Thursday 9:00am – 12:00pm
Spots remaining: 10
Session 3: Thursday 1:30pm – 4:30pm
Spots remaining: 3
Unlock the full potential of Microsoft Excel in just 3 hours! Our comprehensive workshop takes you on a journey from Excel basics to some advanced techniques that will assist you for your local’s needs, mpowering union members with invaluable spreadsheet skills.
Key Learning Points:
• Get started with Excel’s interface, navigation, and basic functions
• Learn time-saving data entry methods and formatting tips
• Learn essential formulas and functions for calculations and data analysis
• Learn how to generate reports
• Organize and filter data effortlessly
By the end of this workshop, you’ll be equipped with Excel skills to boost
productivity, simplify data analysis, and enhance your union-related tasks.
Note: Must bring or request laptop with excel program or request one in advance from CUPE Ontario
Note: This workshop is only available for Session 1 and 2
Session 1: Wednesday 1:30pm – 4:30pm
Spots remaining: 31
Session 2: Thursday 9:00am – 12:00pm
Spots remaining: 35
This is an introductory workshop about what it means to organize worker power. Participants are introduced to the core concepts behind structure-based organizing, which can be used to build high participation bargaining campaigns at local unions. Interested participants will also be provided with information on how
to access training on the various organizing methods named in this introductory workshop such as organic leader identification, structured organizing conversations, and charting.
