Continuing Education Seminar

What

Update on how to complete the revised Form LM-2 and the new Form T-1

The Department of Labor's Office of Labor-Management Standards is offering a seminar on the revised labor organization annual financial report Form LM-2, which must be filed by labor organizations with $250,000 or more in total annual receipts, and the new Form T-1 Trust Annual Report. These new requirements are effective for reports for fiscal years beginning January 1, 2004 and thereafter.

When

8:30am - 4:00pm - November 21, 2003

Where

Frances Perkins Building - Department of Labor Auditorium
200 Constitution Avenue, NW, Washington, DC 20210

Participants

CPAs, accountants, and auditors who work with labor organizations

Prerequisites

None

CPE Credits

5

Cost

Free

Instructors

OLMS Managers and Investigators


Registration

Registration

Name:

_________________________________________________________

Address:

_________________________________________________________

 

_________________________________________________________

 

_________________________________________________________

Phone:

_________________________________________________________

Email:

_________________________________________________________

Organization:

_________________________________________________________

Registration deadline: November 19, 2003. Please register early. Class size is limited to 250

Sign-up: Fax this form to (202) 693-1340 or email this information to olms-public@dol.gov.

Questions: If you have any questions about this training or need information regarding administrative policies such as complaint resolution, call (202) 693-0123.

CONTINUING PROFESSIONAL EDUCATION
SEMINAR

Union Financial Disclosure Reports

November 21, 2003

AGENDA

Union Financial Disclosure Reports

8:30 - 9:00

Registration

9:00 - 9:15 

Introduction

9:15 - 9:45 

Overview of Revised Form LM-2

9:45 - 10:15 

Q & A

10:15 - 10:30

Break

10:30 - 11:15 

Overview of Bookkeeping for Form LM-2

11:15 - 12:00

Q & A

12:00 - 1:30  

Lunch

1:30 - 2:00 

Overview of New Form T-1

2:00 - 2:30 

Q & A

2:30 - 2:45

Break

2:45 - 3:00 

Overview of Compliance Assistance Programs

3:00 - 4:00

Panel with Q & A

4:00 

Adjournment

 

Last Updated: 11/14/03