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Scheduled Program
About the Certification Program
Certification Process
Testing Information
Adjunct Faculty
Maintaining Your Certification


SCHEDULED PROGRAM

Date: June 25 - 28, 2019
Location: Las Vegas, NV
Hotel: Tropicana Las Vegas (3801 Las Vegas Blvd. South)
  For a room rate of $95, please call 702-739-2222 by May 24, 2019 and mention you're with the Falmouth Institute. Please click here to make your reservation online.
Tuition:   $1,359


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ABOUT THE CERTIFICATION PROGRAM

The office manager plays a central role within tribal programs. From ensuring that the day-to-day functions of the office run efficiently to overseeing office policies and procedures to managing budgets to supervising office staff and more, the office manager has an increasingly complex and vital role in todayís tribal organizations.

This Certification Program is recommended for those looking both to hone their skills as a tribal office manager and demonstrate their leadership potential in a tribal organization. Donít miss this exciting opportunity. Become a Certified Tribal Office Manager (CTOM) today!


T O P I C S   I N C L U D E

DAY 1: CORE COMPETENCIES FOR TRIBAL OFFICE MANAGERS

Understanding the Tribal Political and Legal Environment
  • Tribal sovereignty
  • Indian preference
  • Grants and contracts compliance
  • Interaction of federal, state and tribal law

Leadership and Initiative

  • Thinking strategically
  • Solving problems proactively
  • Professionalism
  • Positive attitude

Business Communication

  • Active listening
  • Business writing skills:
    • Common mistakes and how to avoid them
    • 10 commandments of business writing

Time Management Techniques

  • Prioritizing tasks
  • Delegating effectively
  • Finding and eliminating time wasters

Organization

  • Discovering your personal organizing style
  • Principles of organization
  • Creating systems that work

Handling Conflict, Office Politics and Difficult People

  • Difficult conversations
  • Conflict management techniques
  • Assertive communication
  • Steps you can take to stop negative politics from spreading
  • Stress management techniques
  • Emotional intelligence:
    • Self-assessment

DAY 2: ESSENTIAL ROLES AND DUTIES OF THE TRIBAL OFFICE MANAGER

Supervising Others
  • Delegating
  • Establishing expectations
  • Providing feedback
  • Coaching skills
  • Creating a motivational climate
  • Special considerations for tribal member employees

Welcoming New Employees

  • Onboarding checklist
  • Coordinating and delegating onboarding tasks
  • Special touches that make new employees feel welcome
  • Representing the values of the tribe

Receptionist Duties
  • Greeting visitors
  • Telephone skills
  • Handling mail, email and faxes

Payroll and Timekeeping Strategic Oversight

  • Optimizing the payroll cycle duration
  • Streamlining timekeeping
  • Electronic payments
  • Streamlining data keeping
  • Completing a transaction error analysis
  • Staff training
  • Creating a payroll calendar
  • Maintaining information confidentiality

Planning meetings

  • Meeting planning checklist

Event Planning

  • Defining, planning and evaluating the success of your event
  • Establishing and maintaining your budget
  • Negotiating terms with vendors
  • Marketing your event
  • Creating contingency plans
  • Special touches that make your event shine

DAY 3: OFFICE PROCEDURES AND PROCESSES

Flow Charting to Improve Office Processes
  • When and how flow charts are useful
  • How to design a flow chart
  • Sample flow chart
  • Practice creating a flow chart

Office Policies and Procedures
  • Designing office policies and procedures
  • Implementing policies
  • Ensuring policies are followed
  • Sample policies and procedures

Managing Records
  • Understanding records retention requirements
  • Safeguarding important files
  • Confidentiality issues
  • Handling employee files
  • Creating secure office spaces

Setting Up Personnel Files
  • Hiring records
  • Drug tests, background checks and credit checks
  • I-9 files
  • Personnel/payroll files
  • Manager desk files
  • Medical files
  • Workers' compensation and FMLA files

Purchasing Procedures and Inventory Management

  • Sample tribal procurement policy
  • Managing vendor relationships
  • Managing contract and price negotiations with vendors and service providers
  • Federal small and micro purchase thresholds
  • Common signs of purchasing fraud
  • Inventory management:
    • Taking inventory
    • Accounting for inventory
    • Maintaining an orderly supplies room
    • Reducing waste and theft

DAY 4: BUDGETING AND ACCOUNTING ESSENTIALS FOR OFFICE MANAGERS

Creating a Project or Program Budget
  • Why use a budget?
  • 8 steps to building a budget
  • Budgeting formats/budget justification
  • EXERCISES: XYZ Operating Budget, Winnebago ELI Budget Narrative and Budget Brainstorm (Part 1)

Managing and Monitoring Budgets
  • What is your approved budget?
  • Planned vs actual spending
  • Cuff accounts
  • Budget adjustments
  • EXERCISES: Translate Grant Budget to GL Budget, XYZ Monthly Income Statement and Cuff Accounting

Accounting 101
  • Accounts payable/accounts receivable
  • Cash vs. accrual accounting
  • General ledger
  • GAAP
  • EXERCISES: Cash Basis Accounting vs. Accrual Basis

Exam Process Review



CERTIFICATION PROCESS

Become certified by completing these simple steps:

1. Register for and attend Falmouth's Tribal Office Manager Certification Program. .

2. Pass the qualifying exam within 7 days of finishing the Program.

The Tribal Office Manager Certification Program can also be delivered as an onsite program. This onsite program can be delivered for organizations seeking to certify at least seven participants. To discuss onsite training opportunities, please call Falmouth at 800-992-4489, ext. 119.



TESTING INFORMATION

To receive your Tribal Office Manager Certification, you must pass the online qualifying exam.*

  • The exam consists of 60 multiple choice and true/false questions drawn from the program's course content.
  • In class, you'll receive instructions on how to receive your unique username and password and how to access the exam.
  • You'll have 7 days from the last day of class to access the exam. You must complete the exam in one sitting and you'll receive your results immediately after you submit it.
  • You'll be able to download your certificate showing that you are a certified Tribal Office Manager as soon as you have passed the exam.
  • If you do not pass the exam on your first attempt, you'll have one year to re-test. You may take the exam a total of three times, after which you'll have to register for and attend the Tribal Office Manager Certification Program again before you are permitted to re-test. You must pay a $100 exam fee each time you re-register to take the exam. The retest form is available here.

    *Testing accommodations are available to those with a documented disability. Please contact Basla Andolsun at 1-800-992-4489 or basla.andolsun@falmouthinstitute.com to discuss your particular situation. You must request accommodations when you register for the Certification Program for accommodations to be guaranteed.



ADJUNCT FACULTY

Falmouth takes pride in its exceptional faculty. We only work with outstanding trainers who have years of specialized Indian Country experience and who are experts in their fields. You can expect your instructors for this program to deliver top quality training suited to your unique needs as a tribal office professional.



MAINTAINING YOUR CERTIFICATION

Your certification is valid for one year from the date it is issued. To maintain your certification, you must:

1. Attend at least 12 hours of qualified training before your certification expiration date**; and

2. Submit a certification maintenance form by the expiration date. Please click here for the form.

**Falmouth will grant extensions for students who have registered for upcoming classes that start up to 2 months beyond the month their certification expires in. Such students will still need to submit the certification maintenance form by the expiration date. They must note on the form that the class is upcoming, and, upon class completion, resubmit their certification form.

Qualified classes include any of the following Falmouth Institute trainings (2 or 3 days):


Click here to find out how you can bring this program to your location!
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