2021 Municipal Trustees Training Virtual Workshop

Broadcast Date: 
Thursday, June 10, 2021

Virtual Training for Trustees of Trust Funds, Library Trustees and Cemetery Trustees

Introduction 
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.

VIDEO RECORDING

Duration: 1:37:29


Trustees 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.

VIDEO RECORDING

Duration:  1:31:09


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 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.

VIDEO RECORDING

Duration: 17:36


2:00 PM - 3:00 PM CONCURRENT SESSIONS

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

VIDEO RECORDING

Duration:  38:21


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

VIDEO RECORDING

Duration:  54:34