Live Zoom Workshop – Meeting Minutes and Role of Clerk

(6 customer reviews)


Thursday June 6, September 19, December 12, 2024
10:00 am to 12:30 pm Pacific time

Registration closes Wednesday, day before workshop, at 5 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 Wednesday, day before workshop, at 5 pm Pacific time.

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


December 14, 2023, March 28, 2024, June 6, 2024, September 19, 2024, December 12, 2024

6 reviews for Live Zoom Workshop – Meeting Minutes and Role of Clerk

  1. Christy Terry

    Outstanding clearly presented materials. Good refresher for those with experience and also good introduction for new clerks or board secretaries. Council, Assembly and Board members will also benefit so they are clear on how to handle themselves in a meeting and best practices. Total confidence not only in the instruction but also the materials and follow up provided after. THANK YOU!!

  2. Debbie Burke, Moses Lake, WA City Clerk

    Wonderful information on options for meeting minutes and love all the sample forms and networking in the breakout sessions! Thank you Ann!!

  3. Lorine Hall

    Thank you for this course. It should be a prerequisite for all clerks, secretaries and chairs. So much great information and clarity.

  4. Kerri Mellott

    Being in my position for 5 years, I was not certain what to expect from the course. The course was incredible for both new and seasoned clerks. I have also recommend this course to other clerks that I know will benefit from the information Ann shared! Thank you!

  5. Marina Jordahl

    Very good course on Roberts Rules of Order and how to properly take various types of minutes. They made the course fun and understandable with dinosaur analogies. Highly recommended for anybody who takes minutes.

  6. Cecilia Aloysius

    Great workshop. Learned from it, and know a little more about minute taking. Highly recommended for those of you who takes minutes, take these workshops that are available.

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