2024 Pocket Guide

branch finances at least once every six months, but trustees may lack a clear understanding of all the intricacies their duties entail. NALC Board of Trust- ees Chair Larry Brown and Trustees Sandy Laemmel and Charlie Heege will kick off this workshop con- ducted by Dave Dorsey, partner at accounting firm WithumSmith+Brown, that provides trustees with information and a variety of tools they need to keep their branches on the right track. Among the topics covered will be getting ready for an audit; receipts and disbursements; Labor Management Reporting and Disclosure Act requirements; and overall union finances. There will be an opportunity to have individual questions and concerns answered after the workshop. Mutual Benefit Association (MBA) Location: 253ABC Director of Life Insurance Jim Yates and the staff of the Mutual Benefit Association (MBA) will pres- ent a workshop discussing the various insurance and retirement products offered by the MBA. This workshop will cover MBA’s Individual Disability In- come, Hospital Plus, Retirement Savings Plan, and several Whole and Term Life options. NALC’s Group Accidental Death benefit will also be covered along with options available for branches to purchase additional Group Accidental Death or Term Life insurance for their active members. Finding Your Union Voice Location: 258ABC Learn helpful tips to assist you in effectively commu- nicating with your members. This workshop discuss- es the importance of proper tone, provides tips on finding your union writing voice, and walks through writing processes to help you write clear and mean- ingful content for the membership in your branch. Monday afternoon Following a Grievance from Start to Finish: Part 1 Location: Ballroom East This four-day class will cover all aspects of the grievance procedure from the investigation of an in-

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