Municipal Finance Bootcamp 2025: Lynnwood
Mon: 10 AM - 4 PM, Tue - Thu: 9 AM - 4 PM, Fri (Optional): 9 AM - 12 PM
Location: Hilton Garden Inn (3801 Alderwood Mall Blvd, Lynnwood, WA, 98036)
Capacity: 40
Cost: $500 (Scholarships Available - See Below)
Credits: CPE
Registration closes on Friday, May 9 at 5 PM. Registrants are expected to attend Monday through Thursday; Friday is optional for those interested in utility billing. Registration does not include lodging. Limited to two staff per agency. If you have any questions, please contact ‘Ula Kamaka (UKamaka@mrsc.org).
Training Overview
Are you new to a position in local government finance and looking to develop the skills and knowledge to do your job more successfully? Based on feedback and questions we have received over the years, MRSC is offering an intensive five-day Municipal Finance Bootcamp intended for new clerk/treasurers and finance directors. This course will provide an in-depth review of the various procedures, rules, laws, and reporting requirements that these finance positions are typically responsible for.
This upcoming bootcamp will occur in Lynnwood, WA. MRSC will also be offering more bootcamps in the future.
Educational Objectives
By completing this course, you will be better equipped with the tools needed to meet the demands of your job and improve your agency’s overall finance management and operations. Topics that will be covered include:
- BARS
- Key internal documents
- Cash receipting
- Payroll
- Accounts payable/receivable
- Fraud prevention
- Cash reconciliation
- Utility billing
- Cost allocation
- Investments
- Budget
- Annual reports
Training Schedule
Registration includes coffee, tea, and lunch on all days (except Friday). During the bootcamp, attendees can sign up for an optional "1-on-1" session to meet with Eric or Cheryl between 4:15 PM - 5 PM.
| Mon, Jun 9 | Tue, Jun 10 | Wed, Jun 11 | Thu, Jun 12 | Fri, Jun 13 | |
|---|---|---|---|---|---|
| Format | In-Person | In-Person | In-Person | In-Person | In-Person |
| Bootcamp | 10 AM - 4 PM | 9 AM - 4 PM | 9 AM - 4 PM | 9 AM - 4 PM | 9 AM - 12 PM |
| 1-on-1 meetings | 4:15 PM - 5 PM | 4:15 PM - 5 PM | 4:15 PM - 5 PM | 4:15 PM - 5 PM | N/A |
Who Should Attend?
This training is intended for new clerk/treasurers and finance directors from small cities and counties with minimal experience in municipal finance in Washington. Special purpose districts are also welcome to attend, although some material is only applicable to cities and counties.
Presenters
- Eric Lowell, Finance Consultant, MRSC. Eric Lowell joined MRSC in December 2020 as a Finance Consultant after working in local finance for over 14 years. He has worked for a local city and a special purpose district in Washington. Eric has experience as an accounts payable clerk, payroll clerk, finance analyst, finance supervisor, and a finance director. At MRSC, Eric provides guidance to local government on various financial issues.
- Cheryl Grant, Finance Consultant, MRSC. Cheryl joined MRSC in August 2023 as a finance consultant. Cheryl has many years of experience working in local government finance, particularly with small cities. Prior to coming to MRSC, Cheryl spent 13 years as the finance director for the City of Chelan, as well as consulting on a variety of finance-related topics for small cities.
Credits
This training is eligible for:
- 20 hours of Continuing Professional Education (CPE) credit from the Washington State Board of Accountancy for certified public accountants.
Training Scholarships
Washington Counties Risk Pool (WCRP)
Washington Counties Risk Group (WCRG)
Cities Insurance Association of Washington (CIAW)
Risk Management Service Agency (AWC-RMSA)
Click on each of the links above to learn more or read about other scholarship opportunities.
Payment Policy: Payments for this training is completed online via card. If offline payment is required, an administrative fee of $5.00 will be added to the total registration cost. To request an invoice, please contact Ula Kamaka (UKamaka@mrsc.org).
Refund Policy: Refunds, minus a 5% processing fee, will be provided until the registration deadline at 5 PM on Friday, May 9 at 5 PM. No refunds will be issued for cancellations or no-shows after the registration deadline. To request a refund, please contact Ula Kamaka (UKamaka@mrsc.org).
