2017 MTA Financial and Membership Management Training for Local Officers

​Please note: You have the option to attend this training *LIVE* or *VIRTUALLY*. The live training will be held in Quincy, but you can attend through video conferencing by logging in on your own device. If you choose to log in on your own device, you will receive directions in a confirmation email. 

This training provides an overview of the primary administrative responsibilities of Local Association Officers including the management and reporting of accurate membership and financial data. The course will include a high-level review of the components necessary to build and maintain a financially strong local association. It will also provide information regarding the tax requirements of a local association. Finally, the course will provide instruction pertaining to the collection and transmittal of membership data from the local association to the school district and the MTA. 

The following is a basic outline of topics that will be discussed within the training:
Fundamentals of budget preparation and financial planning
Financial reporting, transparency and internal control procedures
Required regulatory filings
Agency service fees
Local office support program
MA Data Security Laws and regulations
Compliance with IRS independent contractor laws and definitions
Independent contractor vs. employee issues
Payroll and payroll tax issues
Annual tax reporting to the IRS
 990, 990-EZ or a 990N (e-postcard)
Maintenance or reinstatement of tax exempt status
Membership Processing
Enrolling new members
Maintaining existing members
Payroll deduction set-up
NEA/MTA Dues billing


  • When

  • Wednesday, February 22, 2017
    9:00 AM - 12:00 PM
    Eastern Time

  • Where

  • MTA Quincy Headquarters and Online
    2 Heritage Drive, 8th Floor
    Quincy, Massachusetts 012171

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