Municipal Trustees Training Workshop -You Must Login to Register

Registration is closed. Please contact us at registrations@nhmunicipal.org with any questions.  Thank you!

This workshop will be held in a hybrid format (In person attendance option and a virtual attendance option in Zoom)

In Person Location: NHMA Offices, 25 Triangle Park Drive, Concord, NH 03301.  In person attendance is limited to 60 people

NHMA Member Registration Fees: $100.00 in person, $70.00 virtual
Non-member Registration Fees (state and school officials only)*: $200.00 in person, $140.00 virtual
*Non-member attendance is limited to government officials who are not members of NHMA and not eligible to be members (schools and state agencies). If space is limited, priority will be given to NHMA members. Non-member village districts, counties, regional planning commissions, or other municipal entities interested in attending NHMA workshops can contact info@nhmunicipal.org to learn about becoming a member. 

AGENDA 
8:30 am Registration and Continental Breakfast

Introduction - 9:00 am—9:05 am

Stephen Buckley, Legal Services Counsel, NH Municipal Association

Guidance from the Charitable Trust Division for Trustees - 9:05 am—10:35 am
Mary Ann Dempsey, Esq., Director of Charitable Trusts, New Hampshire Department of Justice
Amy J. Nichols, CPA, Financial Research Analyst, New Hampshire Department of Justice

Can we authorize spending from the principal of this fund? What do we do if we need to change a fund’s purpose? What can we do about a fund that is too small to generate meaningful income? Staff of the Office of the Attorney General, Charitable Trusts Unit, will lead this session to develop the skills to answer these questions and others. Learn by doing as we review sample trust instruments, non-judicial settlement agreements, cy pres petitions and more in an interactive workshop format.

AM BREAK – 10:35 am—10:45 am

Trust Fund Administration – 10:45 am – 12:00 pm
Jamie Dow, Municipal Accounts Advisor, NH Department of Revenue Administration

Trustees of Trust Funds are responsible for the custody of municipal money placed into expendable trusts and capital reserve funds, the rules for which are somewhat different than private funds held in trust. This session will explain those differences, focusing on when capital reserve funds and expendable trusts should be established; the process for establishing, adding to, and withdrawing from the funds; and the proper documentation for establishment, appropriations, and withdrawals. Additionally, the roles of the "agents to expend" versus the "trustees as custodians" will be discussed.

LUNCH – 12:00 pm—1:00 pm (Lunch will be provided)

Trustees 101- Governance and Right-to-Know Law - 1:00 pm—2:15 pm
Stephen Buckley, Legal Services Counsel, NH Municipal Association
Jonathan Cowal, Municipal Services Counsel, NH Municipal Association

Carrying out your duties as a Library Trustee, Cemetery Trustee or Trustees of Trust Funds starts with understanding how to conduct public meetings in compliance with the Right-to-Know Law. The governance of your trustee committee or board also requires effective meeting rules of procedure, and an understanding of your relationship with your governing body; select board, town council or city council.  Trustees 101 will cover these topics, along with attention paid to the special roles and responsibilities that Cemetery, Library Trustees and Trustees of Trust Funds have over gifts and other donations given in trust to your municipality.

PM BREAK – 2:15 pm—2:30 pm

Trustees of Trust Funds – 2:30 pm—3:45 pm
Linda Lambert, Tax and Accounting Specialist, Three Bearing Fiduciary Advisors
Joyce Keegal, Cemetery Superintendent, Town of Brentwood

Do you ever feel unprepared for your role as a trustee? Are you not sure what the difference is between an expendable trust and a private trust fund? Would you like some tips on how to keep your records in good order, figure out the true intentions of your funds and how to use them if their purposes are no longer viable?

If you said "yes" to any of these questions, then please join Linda Lambert, Tax and Accounting Specialist, at Three Bearings Fiduciary Advisors, who has been service municipal trustees needs all over the state for the past 9 years.  Linda will be joined by Joyce Keegal, a seasoned Cemetery Superintendent for the Town of Brentwood, who is available to discuss some of the do's and dont's for cemetery trustees.

Materials such as the PowerPoint presentations will be distributed electronically. No print outs of the materials will be provided.

Pre-registration and payment is required.  Registration is available until 5:00 pm on June 13, 2025. Registrations after this time cannot be guaranteed.  You will be billed according to the pricing on the options you select at registration. If you wish to make changes, NHMA must be notified in writing at least 48 hours in advance. Refund of the full registration fee will be made if cancellation notification is received 48 hours in advance. Cancellation less than 48 hours in advance, including no-shows, will result in you being charged the full cost of the workshop.  

*Please be advised that photographs may be taken during the event for promotional and informational purposes. By attending in person, you consent to the use of your image in any such materials.

Questions? Please contact us at 603-230-3350 or registrations@nhmunicipal.org