Workshops & Training

MTCCA’s Records Management Workshop

Sponsored by: Maine Town and City Clerks’ Association
Date: 4/23/2024
Location: In-Person at Maine Municipal Association, 60 Community Drive, Augusta, ME 04330
Time: In Person Registration: 8:30am-9:00am; Workshop: 9:00am-4:00pm
Presenter(s): Kathy Montejo, City Clerk, City of Lewiston; Patti Dubois, City Clerk, City of Waterville
Cost: MTCCA Member: $60; Non-Member: $80

Training for: Clerk, Finance, Tax Collector & Treasurer, MTCCA

Course Information:

This training will review record keeping requirements pertaining to records that are overseen and managed by municipal clerks on a daily, monthly and annual basis. Clerks serve as stewards for their community and are responsible to maintain a variety of municipal records. Examples include oath books, street books, vital records, Selectmen/Council records and meeting minutes, as well as filings such as DD-214 forms and DBA forms. The state statutes govern what records are retained and for how long, what records are available for review by the public and which must be kept confidential, and how the municipal clerk must handle these records. During the workshop, the instructors will review the Maine Local Government Records Retention Schedule as well as the State’s Right to Know law regarding access to records. Preservation tips and ideas for records will be shared as well as a review of records management tips for an efficient office environment. Examples will be shared regarding attestation of records. Information regarding Disaster Planning and Business Recovery Plans for Records Management will also be shared.

Please note: ALL participants should have a copy of the Municipal Clerks Manual (updated January 2021) to refer to throughout the training, as Instructors teach directly from this manual. Manuals are available to purchase online at https://ebiz.memun.org/PersonifyEbusiness/Store or by calling the MMA Publications department at (800) 452-8786. Manuals may also be downloaded for free from MMA’s website (www.memun.org), under the Member Center.

Cancellations MTCCA Hybrid In-Person/Virtual Events:
Cancellations must be submitted using this Cancellation form to cancel your registration for an event. Cancellations received before 4/16/24 will be assessed a $15 administrative fee for processing. Registration changes (switching from in-person to virtual or vice versa) will be assessed a $15 administrative fee for processing. Cancellations received on/after 4/16/24 will be charged 50% of the course fee. Any registrant who does not attend and does not cancel their registration (i.e., no-show) and any cancellation received the day of the event will be charged the full registration fee. Exceptions to this policy will not be considered.

If you have questions, please contact the Educational Services Office at (800) 452-8786 or (207) 623-8428 or training@memun.org.

Looking for a remote option? Click here to register for the remote/ Zoom option



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Notices & Information

Phone: 1-800-452-8786
Email: wsreg@memun.org

If pre-registration for a workshop is closed, we will be accepting door registrations on a first come/first served basis. To cancel an existing registration click here.

Policies & Disclaimer

Click here for a complete list of MMA workshop and webinar policies including cancellation, storm, fragrance, smoking & ADA Compliance policies.


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