Secretary/Manager Summit

Are you planning to attend the Secretary/Manager Summit this year?
If not, you might want to reconsider.

This two-day Secretary/Manager Summit is a wonderful opportunity to network with colleagues from around the state, share best practices, and learn how other experienced secretaries and managers have tackled challenges. The event will include general and breakout sessions on many valuable topics to include: (topics may vary by location)

West

Date:  September 16-17, 2024

Time: Day 1 (16th) – 10:00 a.m. – 4:00 p.m.
         Day 2 (17th) –   8:30 a.m. – 2:00 p.m.

Location: Butler County
                Hilton Garden Inn
Pittsburgh/Cranberry
                2000 Garden View Lane
                Cranberry Township, PA 16066

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East

Date:    September 23-24, 2024

Time: Day 1 (23rd) – 10:00 a.m. – 4:00 p.m.
           Day 2 (24th) –   8:30 a.m. – 2:00 p.m.

Location: Montgomery County
                Holiday Inn Lansdale
                1750 Sumneytown Pike
                Kulpsville, PA 19443


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Topics will include (vary by location):

  • Municipal Taxes – Why, When, and How
  • Managing Right-to-Know Requests and Records Retention
  • Budget Prep Best Practices
  • Liquid Fuels Tax Funds
  • Employee Handbooks: What You Need (and Don’t Need)
  • Personnel Issues, Including Discipline
  • Ten Things You May Not Know About the Second Class Township Code
  • Using AI to Become More Efficient
  • Succession Planning
  • Grid-Scale Solar: What Municipal Administrators Need to Know
  • And Much, Much More

You will also have the opportunity to participate in interactive activities, breakout sessions, Q&A sessions, and a fun municipal jeopardy game. Plus, you will receive a certificate of attendance and informational handouts.

This is a wonderful opportunity for you to network with colleagues from around the state, share best practices, and learn how other experienced secretaries and administrators have tackled challenges. You don’t want to miss this chance to take your career to the next level!

Space is limited, so hurry up and register now.

Learning Objectives

  • How to ensure financial security and accountability in your municipality
    • By the end of this session, you will be able to:
      • Identify common financial risks and vulnerabilities in your municipality
      • Implement effective controls and safeguards to prevent and detect fraud, errors, and irregularities
      • Monitor and report on financial activities and performance using appropriate tools and methods
      • Comply with relevant laws, regulations, policies, and standards related to financial management
  • How to prepare and conduct effective and efficient meetings
    • By the end of this session, you will be able to:
      • Plan and prepare for meetings using best practices and techniques
      • Create clear and concise agendas and minutes that capture the purpose, outcomes, and actions of meetings
      • Facilitate and participate in meetings in a professional and respectful manner
      • Follow up on meetings and ensure accountability and follow-through of action items
  • How to coordinate subdivision and land development procedures
    • By the end of this session, you will be able to:
      • Understand the subdivision and land development process and the roles and responsibilities of different stakeholders
      • Apply the relevant codes, ordinances, regulations, and standards that govern subdivision and land development in your municipality
      • Review and process subdivision and land development applications and plans using appropriate criteria and procedures
      • Communicate and coordinate with applicants, developers, engineers, planners, inspectors, and other parties involved in subdivision and land development projects
  • How to create and manage various reports and documents
    • By the end of this session, you will be able to:
      • Identify the types, purposes, and audiences of various reports and documents that are required or requested in your municipality
      • Collect, organize, analyze, and present data and information using appropriate tools and methods
      • Write clear, concise, accurate, and professional reports and documents that meet the needs and expectations of your readers
      • Manage, store, retrieve, and dispose of reports and documents in a secure and efficient manner
  • How to collaborate with fire/EMS services and other stakeholders
    • By the end of this session, you will be able to:
      • Recognize the importance and benefits of collaboration between your municipality and fire/EMS services
      • Understand the roles, responsibilities, challenges, and needs of fire/EMS services in your municipality
      • Establish and maintain effective communication and coordination with fire/EMS services and other stakeholders on various issues and projects
      • Support fire/EMS services in their operations, planning, budgeting, training, safety, compliance, etc.
  • How to handle HR issues and personnel management
    • By the end of this session, you will be able to:
      • Understand the basic principles and practices of human resource management in your municipality
      • Apply the relevant laws, policies, procedures, and standards that govern HR issues such as hiring, firing, performance evaluation, compensation, benefits, etc.
      • Handle HR issues such as grievances, complaints, conflicts, disciplinary actions, etc. in a fair and respectful manner
      • Motivate, develop, support, and retain your staff using effective strategies and techniques
  • And much more!
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