Michigan Townships Association

Treasurers

MTA Treasurers' Professional Development Retreat - October 1 & 2

Join fellow treasurers from around the state this fall for the 2025 Township Treasurers’ Professional Development RetreatComing to the beautiful Bavarian Inn Lodge in Frankenmuth, this unique event offers premier educational programming and excellent networking opportunities. We’ll spend two days immersed in expert-led sessions designed specifically for treasurers at every level, helping you develop new skills while providing knowledge of the statutory duties and responsibilities required of you.

Click here to register online now or download the full brochure here.

For full session descriptions, see below or download the brochure using the link above.

Full program registration includes 11 hours of education, all meals and refreshments, ample time for networking, evening entertainment and a vendor showcase! Can’t stay for both days? Single-day options are also available.

Save $60 off full-program rates by registering your deputy, or another township board or staff member. Discount applies to second registrant attending the same retreat when registered at the same time.

GUEST TICKETS
A limited number of guest tickets for the dinner and/or Riverboat cruise are now available to full program registrants.
Follow the instructions below to add your guest now:

1) Login to your user profile here. (First time logging in? Click here for help setting up your password.)
2) Under the Purchases tab within your profile, select Events.
3) Click the Details button next to your Retreat registration.
4) In the right-hand column, select the Add Session button.
5) Click the green Select button next to each item you wish to add, then click Next to proceed through online checkout and pay the appropriate fee(s). Note that advance payment is required for all guest purchases; using the “Bill me” option is not allowed for these add-on items. No refunds will be made for guest dinners/tickets cancelled after Sept. 24.

Should you have problems or need registration assistance, please contact MTA at 517-321-6467 x 226.

Agenda

Wednesday, October 1
8 a.m. | Check In
8:30 a.m. | Welcome
8:35 a.m. | Legislative Update: What's New, What's Next, What You Need to Know
9:55 a.m. | Three Manuals Walk into a Township Hall
11:15 a.m. | Vendor intro and showcase
Noon | Lunch
1 p.m. | Reconciling: Behind the Numbers
2:25 p.m. | Investments: Township Dollars at Work
4 p.m. | Bavarian Belle riverboat cruise
6:30 p.m. | Dinner
Thursday, October 2
7:30 a.m. | Breakfast
8 a.m. | From Confused to Compliant
9:25 a.m. | Dollars & Sense: Financial Stewardship Made Simple
11 a.m. | Two Roles, One Roll
12:15 p.m. | Lunch
1:15 p.m. | Collecting Personal Property Tax
2:45 p.m. | Defending Your Tax Collection Process
4 p.m. | Adjourn

Educational Sessions

Legislative Update: What's New, What's Next, What You Need to Know

MTA is a successful grassroots organization largely because of the involvement of active members—that’s you! With the Michigan Legislature constantly changing & taking on new issues, how can you keep up with it all? Join us as we share the ins and outs and break down legislative priorities around local authority, funding and infrastructure. Learn the nuances of key legislative issues, what actions can be taken and why those actions matter, and leave with a deeper understanding of how to work together and advocate for successful action. 

Three Manuals Walk Into a Township Hall

This session is your guide to putting the Uniform Chart of Accounts, Uniform Budget Management and Accounting Procedures Manual to work for you. We’ll unpack what these manuals actually say and what they mean for your day-to-day, using real life applications. Take a practical dive into how you can use the guides to improve reporting accuracy, tighten internal controls and avoid audit surprises. We’re making manuals make sense! 

Reconciling: Behind the Numbers, Ahead of the Problems

Reconciling isn’t just balancing the books—it’s how you make sure the story your financials are telling are true. Done right, it supports transparency and accuracy, strengthens internal controls & promotes collaboration across departments. Explore how your reconciliation process supports not just your own responsibilities, but your colleagues’ too. We’ll cover what reconciliation really means, pitfalls to avoid, why your role is essential to the bigger picture, and how to simplify the process. Because when reconciliation is done right, everyone benefits.

Investments: Township Dollars at Work

Your township’s money should be working as hard as you do! Join us as we explore how the depository resolution and your townships investment policy set the rules for smart, secure and legal investing. We’ll walk through key components, discuss requirements and help ensure your township’s funds are invested wisely, safely and in compliance with the law. 

From Confused to Compliant: Mastering OMA

The Open Meetings Act (OMA) means that any township public body must do all of its business “out in the open,” in full view of the public—unless one of the few, very limited, exceptions for closed sessions apply. The OMA is a clash of two worlds—public sector vs. private sector. But township board meetings are not supposed to be a “free for all” or “town hall.” Learn about getting township board business done while being open, transparent and efficient. 

Dollars & Sense: Financial Stewardship Made Simple

Being a responsible steward of township funds doesn’t have to be complicated. Packed with practical tips and real-world examples, this session digs into the essentials of financial oversight and explores your fiscal role. We’ll walk through sample financial reports together, showing you how to spot what’s missing, flag what could be improved, and understand what must be included. You’ll get a better understanding on how to follow and protect township funds.  Because when it comes to public dollars, a little sense goes a long way. 

Two Roles, One Roll: A Treasurer-Assessor Tag Team

From assessments to tax bills, it takes two to keep the roll on a reliable track. Unpack the essential handoff between assessor and treasurer—how property values turn into tax amount, what happens when the board of review makes changes, and why good communication between these roles is key to accuracy and public trust. Learn how this tag team keeps the township on point, on time, and on the money. 

Collecting Personal Property Tax

Examine practical issues that arise in the collection of personal property tax and how collection techniques vary based on the property involved. Explore methods of getting paid for outstanding personal property taxes, including effectively “seizing” property, filing UCC-1 financing statements, collections via small claims court and more! Take away practical tips, “how-to’s” forms and anecdotes.

Defending Your Tax Collection Process

Property taxes and millages are a significant source of local government revenue. Review the nuances of tax trouble-spots, from what happens when the county sends a bill with an error of oversights to how to handle the surplus or shortfall of funds. Learn what you need to know (and do!) to document and defend your collection methods and clean up any errors along the way. We’ll also help you identify when it’s time to contact legal counsel. 

Hotel Reservations & Other Details

Retreat Lodging Reservations

The Bavarian Inn Lodge offers comfortable rooms with mini-fridges, microwaves, and free Wi-Fi, plus access to pools & whirlpools, a fitness center, restaurants, coffee bar, gift shop and nightly live entertainment. Guests can also enjoy the new Bavarian Blast indoor waterpark with slides, a wave pool, ropes course, and more. For more hotel details, visit https://www.bavarianinn.com/stay.

Rates: Starting at $162.28 (plus tax) per night

  • Be sure to indicate any accessibility needs for lodging at the time you make your reservation
Click here to book your lodging now

Discounted lodging rates for this retreat end Sept. 16 — book your room early to ensure availability!

Special Dietary Needs

The Bavarian Inn Lodge can accommodate most special dietary requests if given advance notice. Please include your request when registering for the event, or email it to education@michigantownships.org at least one (1) week in advance; be sure to indicate whether any food allergies are airborne.

Cancellation & Substitution Policies

Written cancellation requests received at the MTA office four (4) weeks prior to the event will receive a full refund; two weeks prior will receive a half-refund. Substitutions may be made at any time with no charge; please notify MTA in advance whenever possible. For additional details, please see the event brochure found here or reference your confirmation email.

Thank you to our 2025 Retreat Sponsors!