Treasurer Training – Online Series
Financial stewardship & leadership for a strong local union

Training Administrative Services

Update November 8: Registration has now closed. If you have questions, please contact Leticia Castro at the email or phone number on this page. 

This comprehensive training will put you at ease and provide you practical tools to effectively carry out your role and responsibilities as a local union treasurer. It is designed specifically for AFT local union treasurers of all levels of experience whose responsibilities include the union’s financial records and reports. However, local presidents and formula-funded staff are also welcome to attend.

Using a hands-on format, accounting experts will share examples of best practices essen­tial in union administration. In addition to financial topics, this course will cover the strategies and leadership skills necessary to building an effec­tive union with the ability to achieve gains for our members and our students. We will also cover the latest changes in law. 


  • Describe the roles and responsibilities of officers, including the treasurer
  • Calculate and pay AFT and CFT per capitas
  • Define and manage governmental compliance (IRS reporting, Department of Labor, etc.)
  • Prepare and manage the union’s annual budget
  • Manage fair share payer requirements, including Hudson
  • Learn COPE requirements and procedures
  • Implement sound financial controls and account­ing practices
  • Make a strategic plan to align your union’s pro­grams and financial resources with an organizing approach that will strengthen the union’s ability to accomplish its goals

Who should attend? 

This course is open to individuals who handle the local finances and who are approved by the president or local union execu­tive board.

When and where?

The five-part online training series will be held November 15-19, Monday through Friday from 4 pm to 6 pm each day.

What to have close at hand? 

A laptop or tablet will be helpful for some work in this course.

What is the cost?

There is no cost for the online Treasurer Training.