Live Zoom Workshop – Meeting Minutes and Role of Clerk


Thursday December 14, 2023
10:00 am to 12:30 pm Pacific time

Registration closes Wednesday before at 6 pm Pacific time

Clerks and secretaries can face challenging situations at meetings. This workshop describes the different roles of the clerk, the correct way to process minutes, key items of parliamentary procedure, and language to use when speaking up. Gain the confidence and the tools to serve your board effectively. One IIMC credit is available.

Buy two, get one free! See below for our special offer store credits.


Need the information right away? Take our self-paced course, available online 24/7 at this link.


Take advantage of our special offer store credits! Buy a store credit for the cost of two Live Zoom Workshops. You will then have credit in your account to purchase three workshops. You can enroll yourself or colleagues. BUY SPECIAL OFFER STORE CREDITS HERE

This workshop is 2.5 hours long. It includes break-out groups to learn from colleagues and bonuses: recording of the workshop, extensive reference materials, and a half-price coupon for our popular cheat sheet. We will open the workshop 30 minutes early for casual networking. You can also tee up your questions for Ann at this time. One IIMC credit is available.

Your registration is personal to you. If others wish to attend, please register them separately. Because your registration includes access to the recording, refunds are not provided. Space is limited. Registration closes at 6 pm Pacific time on the Wednesday before the workshop.

What a fantastic workshop yesterday!  I definitely feel empowered and better-equipped to field board chairs and commissioner’s questions about Robert’s Rules of Order.  So many great little nuggets of knowledge! I also enjoyed hearing other participants in the breakout session, and was surprised that we all had varying takeaways!  Lisa Arpin, Branford Connecticut Town Clerk

View schedule of all live Zoom workshops at this link.


  1. Introduction
  2. What type of minutes?
  3. Motions and Amendments
  4. Minutes approval process
  5. Role of clerk/secretary
  6. Precedence of motions
  7. Other issues
  8. Review and conclusion

View schedule of all live Zoom workshops

Additional information

Date Selection

Apr 13, 2023, May 18, 2023, Sep 14, 2023, Dec 14, 2023


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