CERTIFICATION: A Step Towards The Future!

The concept of certification was introduced in 1979 when the IMTA board of directors was studying the increasingly complex Illinois municipal government scene and the level of administrative expertise needed for adept administration.  Population changes, increased municipal responsibilities, and extensive social and legislative change had increased the difficulty and importance of the treasurers function. The board of directors believed that continuing professional education was needed to help treasurers acquire necessary new skills and knowledge.
 
Thus the idea of certification surfaced which would give Illinois municipal treasurers distinction who had completed a specified minimum amount of educational requirements and had experience as a municipal treasurer.  Attendance at IMTA provided seminars and membership in IMTA as well as on a national level also count toward certification.
 
Certification means that a treasurer, is capable of developing and maintaining a high level of administrative and functional expertise in his or her Office.

Certification Curriculum

Certification Curriculum

 

YEAR Curriculum Area/ Course Hours
 

PUBLIC FINANCE ADMIN.

 
1 Principles of Public Finance 6
1 Investing Public Funds 8
2 Cash Management & Banking Relations 12
3 Public Budgeting 6
3 Debt Management 6
2 Governmental Accounting 4
1 State Tax Laws & Regulations 4
3 Goals & Strategies for the Treas. Dept. 4
 

TOTAL

50
 

PROFESSIONAL DEVELOPMENT

 
1 Ethics and the Treasurer 6
2 Written Communications 6
1 Oral Communications 6
3 Problem Solving 4
2 Personal Growth 4
3 Personnel Management 4
1 Public Relations 4
2 Office Procedures 4
3 Organizational Development 4
2 Policital Science 2
3 Employee Motivation 2
 

TOTAL

50

Certification Standards

STANDARDS FOR CERTIFICATION

EACH CANDIDATE MUST:

  1. The candidate must be currently serving as an elected or an appointed municipal treasurer, deputy or assistant treasurer, or other municipal officer charged with the performance or supervision of treasury responsibilities as defined in IMTA Constitution.
  2. The candidate must be a member in good standing (with all dues paid) of the Illinois Municipal Treasurers Association for (a) at least two years prior to applying for certification, (b) at the time of application, and (c) at the time of approval.
  3. Believe in and practice the Code of Ethics of the Municipal Treasurers Association of the United States and Canada (as adopted).
  4. Accumulate a minimum of 50 Education points and 35 Experience and Participation points as specified in the schedule of points.
  5. All applicants must have attended one ( 1 ) full phase of the Illinois Municipal Treasurers Institute in the five years prior to the date of application.
  6. Submit the approved application form, along with all required documentation and application fee ($50), to the Chair of the IMTA Certification Committee.

SECTION I
EDUCATION/Schedule of Points

  • Satisfactory completion of all 3 phases of the IMTA Institute
    (in the five years prior to the date of Application) 50pts
  • University Degree in finance or related field  50pts
    (Accounting, finance, public administration, or other related fields)
  • University Degree in an unrelated field  30pts
  • Associate Degree in finance or related field  30pts
    (Accounting, finance, public administration, or other related fields)
  • Associate Degree in an unrelated field 20pts
  • Completion of any phase (I, II, or III) of the Illinois Municipal Treasurers Institute in conjunction with, and in addition to an Associate Degree (In any field) 15pts 
  • Relevant University or College credited courses and/or correspondence courses approved by the Certification Committee 1/2pt per credit hour. Max 25pts.

Courses must be related to accounting, finance, public administration, or a related field.  Courses must be completed with a "C" grade or better and must have been taken within the five years prior to application.

Note: Even if an applicant has satisfied the Educational requirements through other areas (university, degree, etc.) they are required to attend one (1) phase of the Annual Institute prior to application.


SECTION II
EXPERIENCE & PARTICIPATION STANDARDS
Schedule of Points

A minimum of 35 points towards certification must be earned from the following Experience and Professional Membership standards.

  • Service to an Illinois Municipality as a Treasurer, or in a similarly responsible position  3 per yr.  w/ 15 max
  • Attendance at IMTA Annual Meeting 5 per yr. w/ 20 max
  • Attendance at IMTA sponsored Regional Meetings 2 per mtg. w/ 10 max
  • Organizing a Regional Meetings  2 per mtg. w/ 10 max
  • Attendance at IMTA Fall Meeting during IML (Chicago) 2 per yr. w/ 10 max
  • Service to the IMTA in an elected position  5 per yr. w/ 20 max
  • Service to the IMTA on a committee 3 per year w/ 12 max
  • Organizing an IMTA Round Table Meeting 
    2 per mtg. w/ 4 per yr. max also w/8 total max
  • Attending a Round Table Meeting
    1 per mtg. w/ 2 per yr. max also w/8 total max
  • Serving as an IMTA, booth representative at the Fall Meeting 1 per hr w/ 8 max
  • Service to the MTA US&C in an elected position  2 per yr. w/ 10 max
  • Service to the MTA US&C on a committee 2 per yr. w/ 10 max
  • Attendance at MTA US&C Annual Conference 3 per yr. w/ 12 max

RELATED ASSOCIATIONS

  • Organizing a Southeast Central Illinois Clerks- Treasurers Assoc. Meeting
       2 per mtg.  w/ 10 max
  • Attendance at a Southeast Central Illinois Clerks- Treasurers Assoc. Meeting
       2 per mtg.  w/ 10 max
  • Attendance at the Newly-Elected Officials Conference (In association with IML)
       2 per mtg.  w/ 2 max
  • Attendance at State Treasurer's Public Investor's Day Long Financial Symposium or Illinois Funds Financial Forum
       2 per mtg.  w/ 4 max
  • Attendance at State Treasurer's Public Investor's Two Day Financial Symposium
       4 per mtg.  w/ 8 max
  • Current certification in a National professional achievement program related to treasury management, finance or public administration such as CCM (Certified Cash Manager) or CPA (Certified Public Accountant).
       5 per mtg.  w/ 5 max

(Proof of current license must be provided)


PROFESSIONAL MEMBERSHIP

  • Member of IMTA   2 per year  w/ 10 max
  • Member of MTA US&C  2 per year  w/ 10 max

NOTE: All section II experience & professional membership requirements must have occurred in the five years prior to the date of application.

Applications must be submitted to the Certification Chair by January 31 to receive certification at the Annual Conference in June.


STANDARDS FOR RE-CERTIFICATION

EACH CANDIDATE MUST:

  1. The candidate must be currently serving as an elected or an appointed municipal treasurer, deputy or assistant treasurer, or other municipal officer charged with the performance or supervision of treasury responsibilities as defined in IMTA Constitution.
  2. The candidate must be a member in good standing (with all dues paid) of the Illinois Municipal Treasurers Association for (a) since last certification, (b) at the time of application, and (c) at the time of approval.
  3. Believe in and practice the Code of Ethics of the Municipal Treasurers Association of the United States and Canada (as adopted).
  4. Accumulate a minimum of 50 Continuing Education points and 35 Experience and Participation points as specified in the schedule of points.
  5. Submit the approved application form, along with all required documentation and application fee ($50), to the Chair of the IMTA Certification Committee.

     


SECTION 1
Re-Certification
CONTINUING EDUCATION/Schedule of Points

Attendance at Illinois Municipal Treasurer's Institute:

To earn 50 continuing education points for Institute attendance, you must accumulate 45 credit hours of study (within the five year time limitation) in any combination from the following list.

Full phase = 33 credit hours
Advanced(16)= 16 credit hours
Advanced(8)= 8 credit hours

Examples:
2 Full Phases = 66 credit hours
1 Full Phase and 2 Advanced (8) = 49 credit hours
1 Full Phase and 1 Advanced (16) = 49 credit hours
2 Advanced (16) and 2 Advanced (8) = 48 credit hours
3 Advanced (16) = 48 credit hours

  • Relevant University or College credited courses and/or correspondence courses approved by the Certification Committee 1/2pt per credit hour. Max 25pts.

Courses must be related to accounting, finance, public administration, or a related field.  Courses must be completed with a "C" grade or better and must have been taken within the five years prior to application.

 


SECTION II
Re-Certification
EXPERIENCE/Schedule of Points

  • Service to an Illinois Municipality as a Treasurer, or in a similarly responsible position  3 per yr.  w/ 15 max
  • Attendance at IMTA Annual Seminar 5 per yr. w/ 20 max
  • Attendance at IMTA sponsored Regional Meeting 2 per yr. w/ 10 max
  • Organizing a Regional meeting  2 per yr. w/ 10 max
  • Attendance at IMTA Fall Meeting during IML (Chicago) 2 per yr. w/ 10 max
  • Attendance at MTA US&C Annual Conference 3 per yr. w/ 12 max
  • Service to the IMTA in an elected position  5 per yr. w/ 20 max
  • Service to the IMTA on a committee 3 per yr. w/ 12 max
  • Organizing an IMTA Roundtable Meeting 
    2 per mtg. w/ 4 per yr. max also w/8 total max
  • Attending an IMTA Roundtable Meeting 
    1 per mtg. w/ 2 per yr. max also w/8 total max
  • Serving as an IMTA, booth representative at the Fall Meeting at IML 
    1 per hr. w/ 8 max
  • Service to the MTA US&C in an elected position  2 per year w/ 10 max
  • Service to the MTA US&C on a committee 2 per year w/ 10 max
  • Attendance at a MTA US&C Annual Conference  3 per year w/ 12 max

RELATED ASSOCIATIONS

  • Organizing a Southeast Central Illinois Clerks- Treasurers Assoc. Meeting
       2 per mtg.  w/ 10 max
  • Attendance at a Southeast Central Illinois Clerks- Treasurers Assoc. Meeting
       2 per mtg.  w/ 10 max
  • Attendance at the Newly-Elected Officials Conference (In association with IML)
       2 per mtg.  w/ 2 max
  • Attendance at State Treasurer's Public Investor's Day Long Financial Symposium or Illinois Funds Financial Forum
       2 per mtg.  w/ 4 max
  • Attendance at State Treasurer's Public Investor's Two Day Financial Symposium
       4 per mtg.  w/ 8 max
  • Current certification in a National professional achievement program related to treasury management, finance or public administration such as CCM (Certified Cash Manager) or CPA (Certified Public Accountant).
       5 per mtg.  w/ 5 max

(Proof of current license must be provided)


PROFESSIONAL MEMBERSHIP

  • Member of IMTA   1 per year  w/ 5 max
  • Member of MTA US&C  1 per year  w/ 5 max

NOTES: 

A letter from the membership chair of each association verifying membership must accompany application.

All section II experience & professional membership requirements must have occurred in the five years prior to the date of application.

Applications must be submitted to the Certification Chair by January 31 to receive certification at the Annual Conference in June.

CERTIFICATION PROGRAM

Certification Application

Re-Certification Application

The IMTA instituted the Professional Certification Program for active members in 1983. Since that time more than 100 members have met the educational and experience standards to earn the Certified Illinois Municipal Treasurer credential.

Certification gives the Illinois Municipal Treasurer a means of keeping abreast of his or her increasingly difficult and important role in municipal government.

Certification means that a treasurer is capable of developing and maintaining a high level of administrative and functional expertise.

Certified Municipal Treasurers are a new generation of qualified professionals seeking a greater level of competence for themselves and their communities.

 

CERTIFICATION IS DISTINCTION

Certification & Recertification applications and information concerning standards for certification and the curriculum are only a click away.

Marlene Blocker, Certification Co-Chair
87 Galligan Rd., Gilberts, IL 60136
847-428-4167
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