This course walks Secretary-Treasurers through everything the role requires, from first principles to the details that come due every month. We start with the constitutional foundation: what our Secretary-Treasurers are responsible for, and how that duty ties back to the International Constitution and each Local Union’s own responsibilities. From there, we cover the shift to electronic and paperless operations, how to keep our membership database current, and what’s expected in our quarterly trustee reports and annual financials, including proper bonding. We walk through the Monthly Financial Workbook line by line: Profit & Loss, Balance Sheet, and NAFP/State Federation member records, so every Secretary-Treasurer knows exactly what’s due each month. Rounding out the course, we cover our annual DOL LM filings, the Officers’ Questionnaire and keeping the Local Union Model Constitution current, and how to administer the J.B. Moss Voice of the Electorate (VOTE) Fund. By the end, every Secretary-Treasurer will understand the full scope of the role and have a compliance calendar built for their own Local.

Course Content

Module 1: The Secretary-Treasurer Role
4 Topics
1 Quiz
Topic 1.1 — What a Secretary-Treasurer Actually Does
Topic 1.2 — Fiduciary Duty: The Heart of the Role
Topic 1.3 — The Three Articles That Define Your Job
🧠 Knowledge Check — Module 1
📌 Module 1 — Summary & Key Takeaways
Module 2: Dues, Per Capita & Going Electronic
5 Topics
1 Quiz
Topic 2.1 — Dues vs. Per Capita: What’s the Difference?
Topic 2.2 — The Per Capita Calculation & the Monthly Deadline
Topic 2.3 — What Happens If You Fall Behind
Topic 2.4 — Going Electronic: Email, ACH & Debits
🧠 Knowledge Check — Module 2
📌 Module 2 — Summary & Key Takeaways
Module 3: Membership Database Management
4 Topics
1 Quiz
Topic 3.1 — Why Membership Records Matter
Topic 3.2 — The Required Fields & Format
Topic 3.3 — The Monthly Update: Entering, Leaving & Changes
🧠 Knowledge Check — Module 3
📌 Module 3 — Summary & Key Takeaways
Module 4: The Monthly Financial Workbook
4 Topics
1 Quiz
Topic 4.1 — How the Workbook Fits Together
Topic 4.2 — Form 26, Line by Line
Topic 4.3 — The Monthly Financial Statement, P&L & Balance Sheet
🧠 Knowledge Check — Module 4
📌 Module 4 — Summary & Key Takeaways
Module 5: Trustee Reports, Audits & Bonding
4 Topics
1 Quiz
Topic 5.1 — The Trustees: Your Quarterly Check
Topic 5.2 — Bonding: What It Is and Why
Topic 5.3 — Computing the Bond Amount
🧠 Knowledge Check — Module 5
📌 Module 5 — Summary & Key Takeaways
Module 6: DOL Reporting — LM-2 / LM-3 / LM-4
4 Topics
2 Quizzes
Topic 6.1 — What the LM Report Is (and Why It Exists)
Topic 6.2 — Which Form, By When, Signed By Whom
📝 Skill Practice — Which Form, and When?
Topic 6.3 — The ST’s Role, Records & Getting It Right
🧠 Knowledge Check — Module 6
📌 Module 6 — Summary & Key Takeaways
Module 7: Local Governance & VOTE Administration
4 Topics
1 Quiz
Topic 7.1 — The Officers’ Questionnaire
Topic 7.2 — Keeping the Local Constitution Current
Topic 7.3 — VOTE Administration (J.B. Moss Fund)
🧠 Knowledge Check — Module 7
📌 Module 7 — Summary & Key Takeaways
Module 8: Building Your Compliance Calendar (Capstone)
3 Topics
1 Quiz
Topic 8.1 — The Full-Year Compliance Calendar
Topic 8.2 — When & How to Escalate
🧠 Knowledge Check — Module 8 (Capstone)
📌 Module 8 — Summary & Key Takeaways