REGISTRATION OPEN: Municipal Trustees Training Virtual Workshop

Thursday, June 10, 2021 - 9:00am to 3:00pm

2021 Trustees Training Virtual Workshop

attention cemetery trustees


trustees attention

Thursday, June 10, 2021
9:00 a.m. - 3:00 p.m.
Registration Fee: $70.00


9:00 am—9:05 am
Stephen Buckley, Legal Services Counsel, NH Municipal Association

A Little Help From My Friends
9:05 am—10:35 am
Terry Knowles, Emeritus Assistant Director, Charitable Trusts Unit, Office of the Attorney General
Have you recently been elected or appointed to the office of Trustees of Trust Funds, Cemetery Trustee or Library Trustee and you have no idea what to do? Then this session is for you! Presenter Terry Knowles will explain the duties, responsibilities, and reporting requirements of these offices and how the trustees interact with other municipal officials.

Trustes 101- Governance and Right-to-Know Law
10:40 am—12:10 pm
Stephen Buckley, Legal Services Counsel, NH Municipal Association
Natch Greyes, 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 the compliance with the Right-to-Know Law. 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.

Trust Fund Administration
12:30 pm—2:00 pm
Jamie Dow, Municipal Accounts Auditor, 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 trust 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.


Roles & Responsibilities of Cemetery Trustees
Stephen Buckley, Legal Service Counsel, NH Municipal Association

"Nuts & Bolts" Review for Trustees of Trust Funds - Introduction to Municipal Investment Service Professionals

Attorney Natch Greyes will provide a brief review of the "nuts and bolts" for consideration by Trustees of Trust Funds followed by introductory presentations from several municipal investment service professionals and the services they provide to assist municipal trustees in their roles and responsibilities.

Moderator: Natch Greyes, Municipal Service Counsel, NH Municipal Association
NH Public Deposit Investment Pool/PFM, TD Bank and Three Bearings Fiduciary Advisors



TD Bank logo     Three Bearings logoNHPDIP logo


 whova logo

The workshop will be held virtually.  To provide the best experience for you, we will be using an online event software platform called Whova.  Whova enables active participation and interaction among attendees  and speaker and provides up-to-date information, personalized agendas, electronic handouts, messages, a community board all at your fingertips. 

Pre-registration and payment is required.  If you register but cannot attend, a recording of the workshop will be provided as long as payment has been received.

Questions? Please contact Registrations at 603-230-3350 or