CLEVELAND, January 27 — If you are a Secretary-Treasurer who has to file an LM-2 report in the next few months, then you should consider attending the BLET’s LM-2 Secretary- Treasurer workshop in Madison, Wisc., from February 19-22.
The workshop is limited to the first 25 who register, but a limited number of spots still remain available. Space in the class is awarded on a first come, first served basis.
The workshop will be held at the School for Workers on the campus of the University of Wisconsin-Extension, Pyle Center, in Madison, Wisc., Classes start at 7 p.m. on Sunday, February 19, and conclude at 5 p.m. on Wednesday, February 22.
During the four-day session, GCA S-Ts will review LM-2 reporting, membership reporting, and filing reporting requirements, bond requirements, computer applications, and changes for 2006. There will also be a review of methods for filing various Department of Labor and Railroad Retirement reports, as well as Federal tax returns. A representative from the Department of Labor will be on hand to answer Secretary-Treasurer questions and have tips regarding the preparation of LM-2 reports.
A special segment of this workshop will focus on what records must be kept to comply with the new LM-2 form, which includes itemization of certain expenses as well as estimates of time spent by officers and employees in five “functional activity” categories. Attendees will also spend time in the computer lab for a hands-on class on the LM-2 report.
The class will also cover auditing and financial planning, spending half a day in a computer lab showing how to set up your records using a popular commercial off-the-shelf software called Quick Books Pro. Attendees will learn how easy it is to set up charts of accounts, handle payroll, and generate a number of useful reports. A CD containing copies of sample forms, spreadsheets, and model financial standards will be provided to each attendee.
Presenters will include Bill Walpert, BLET National Secretary-Treasurer; Ken Kroeger, BLET Special Rep & Coordinator of the Education & Training Department; Dr. Elaine Reese, BLET Director of Compliance; Bob Broka, BLET Director of Records; Walt Schmidt, BLET Director of Online Services; and John Lund, Ph.D, Professor, School for Workers University of Wisconsin-Extension.
Register for the class at https://www.ble-t.org/gcast
Secretary-Treasurers who attend are responsible for their transportation costs as well as their room and board.
The BLET pays the costs of books, equipment, and tuition. BLET members who attend are responsible for the cost of room and board. Attendees will stay on campus at the Lowell Center, 610 Langdon St., Madison, WI 53703. Cost of room and board (dinners not included) is $385 per person for a single room and $255 per person for a double room. The fees include four nights lodging.
If you have any questions, please contact Ken Kroeger of the BLET Education & Training Dept. at (216) 272-0986 or kroeger@ble-t.org.