Training
Each September or October there are six free workshops across the state. They are sponsored by the North Carolina Association of County Commissioners and North Carolina League of Municipalities. These training workshops are available to staff of the following:- Counties
- Municipalities
- Joint Regional Agency
- Metropolitan Sewerage District
- Public Health Authority
- Sanitary District
- Water and Sewer Authority
- Housing Authority
- Regional Solid Waste Management Authorities
- Vendors/third-party administrator of any of the above (must attend with local government staff and be pre-registered by the local government)
2021 Training Workshops (updated 10/1/2021)
- Hickory - Tuesday, October 12, 2021
- Western Piedmont Council of Governments
- Conference Room A1 and A2
- 1880 2nd Avenue NW
- Hickory 28601
- Waynesville - Wednesday, October 13, 2021
- Town Hall
- Board Room
- 16 South Main Street
- Waynesville 28786
- Asheboro - Thursday, October 14, 2021
- Randolph County Courthouse (changed from Public Works Facility - Oct. 11)
- 145 Worth Street
- Asheboro 27203
- Wilmington - Tuesday, October 26, 2021
- New Hanover County Library
- 201 Chestnut Streeet
- Wilmington 28403
- Washington - Wednesday, October 27, 2021
- Beaufort County Community College
- Building 8 Auditorium
- 5337 Hwy 264 East
- Washington 27889
- Raleigh - Thursday, October 28, 2021
- Local Government Federal Credit Union Corporate Office
- 3600 Wake Forest Rd
- Raleigh 27609
- Up to five attendees can be submitted per registration form
- Please register at least 48 hours prior to the workshop
- Once registered, to make changes or cancel, just send an email to confirmation@ncsetoff.org, no need to complete a new registration form
- Up to five attendees can be submitted per registration form, but others are welcome to view
- Please register at least 48 hours prior to the workshop
- Once registered, to make changes or cancel, just send an email to confirmation@ncsetoff.org, no need to complete a new registration form
- Up to five attendees can be submitted per registration form, but others are welcome to view
- Please register at least 48 hours prior to the workshop
- Once registered, to make changes or cancel, just send an email to confirmation@ncsetoff.org, no need to complete a new registration form
- Can't wait for a training workshop in October, need immediate help
- Unable to attend one of the training workshops in September
- Training workshop did not cover in detail one or more topics that are of immediate importance
- Assumed debt setoff responsibilities without any or adequate training and/or training materials
- Conference call
- with the Clearinghouse staff, you and any additional staff, including I.T. and/or vendor/third-party administrator
- we can also conference in one additional phone number for even additional participants
- Via Remote Computer support, we can connect to your computer to train on our software regarding:
- enter debtors, debts, run reports, generate notification letters
- import files, such as Excel files from other departments or even vendors/third-party administrators
- import setoff file once funds have been recovered
- to understand the reports and files we provide, such as the surplus.xlsx (possible refunds)
- to transmit a secure file to us
2021 Attendee Workshops (all are 9:30 a.m. to 12:00 P.M.):
2021 HANDOUTS (pdf) - (updated October 4)
1) Agenda
2) Information
2021 PRESENTATIONS (pdf) - Subject to change prior to Workshops (updated October 4)
1) 9:30 - 12:00 p.m.: All Attendees (104 pages - COLOR) Version for Notes - 3 slides/pg (35 pages - greyscale)
Note: if you have any problems printing any of the workshop documents, email us and we can email them as attachments in order for you to print
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2021 VIRTUAL WORKSHOPS:
1a) Counties and Agencies: Wednesday, November 10, 2021: 9:30 - 11:30 a.m.
1b)
Municipalities and Housing Authorities: Tuesday,
November 16, 2021: 9:30 - 11:30 a.m.
Registration is required.
Click here to register.
The above two virtual workshops, although 2 hours, rather than 2.5 hours, are identical to the six attendee workshops. It does not cover the client software. There is a separate virtual workshop, see below #2, for the client software workshop.
2) Client Software (Counties, Agencies, Municipalities and Housing Authorities): Wednesday,
December 8, 2021: 10:00 - 11:30 a.m.
Click here to register (required).
The above virtual workshop is a comprehensive training session entirely on the latest 2021 client software version.
** AUDIO PRESENTATIONS **
Subject to change as information changes and the production methods improves. We apologize for the delay in providing these presentations as we had to learn the technology. We will post these as they are created. We will be creating by topic.
1) 2021 Participation Form (audio presentation 16:51 - 11/4/2020)
2) New Participants - Startup (audio presentation 18:11 - 11/9/2020)
3) New Participants - Technical (audio presentation 18:50 - 11/9/2020)
4) Hearings (audio presentation 6:49 - 11/16/2020)
5) Due Process (audio presentation 6:30 - 11/16/2020)
6) Statute of Limitations (audio presentation 6:34 - 11/16/2020)
7) Social Security Numbers (audio presentation 5:08 - 11/16/2020)
8) Year-end Process (audio presentation 6:50 - 11/24/2020)
9) Preparing for New Tax Year (audio presentation 5:14 - 11/24/2020)
10) Interactive Voice Response (IVR) (audio presentation 5:32 - 11/24/2020)
Listing of Past Workshop Locations (2001 - 2020)
ADDITIONAL TRAINING
We understand there may be some local governments that require personal training and support. Just some of the reasons:
Just call us at (866) 265-1668 and set up an appointment where we can discuss how we can help. We may even be able to provide assistance at that time. Some examples of our support, all of which is at NO cost: