Training

Each 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)

Note: you do not have to be a member of the NC Association of County Commissioners or League of Municipalities to attend but you must be a member to submit debts.

2025 Training Workshops

2025 Attendee Workshops (all are 9:30 a.m. to 12:00 P.M.):

1. Waynesville - Tuesday, October 14, 2025
   • Public Works Department
   • Conference Room
   • 129 Legion Drive
   • Waynesville 28786
2. Catawba County - October 15, 2025
   • To Be Determined
3. Asheboro - Thursday, October 16, 2025
   • Randolph County 1909 Historic Courthouse
   • 145 C Worth Street
   • Asheboro 27203
4. Washington - Tuesday, October 28, 2025
   • Beaufort County Community College
   • Building 8
   • 5337 Hwy 264 East
   • Washington 27889
5. Wilmington - Wednesday, October 29, 2025
   • New Hanover County Government Center
   • 230 Government Center Drive
   • Rooms 138/139
   • Wilmington 28403
6. Raleigh - Thursday, October 30, 2025
   • Quorum Center
   • 323 W Jones Street
   • Raleigh 27603

 

 

2025 AGENDA and PRESENTATIONS - available by September 29

2024 HANDOUTS

1) Agenda

2024 PRESENTATION

1) 9:30 - 12:00 p.m.: All Attendees (107 pages - COLOR)    Version for Notes - 3 slides/pg (36 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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2025 VIRTUAL WORKSHOPS:

1) Repeat of Attendee Workshops - All Counties, Agencies, Municipalities and Housing Authorities: Wednesday, November 5, 2024: 9:30 - 11:30 a.m. Click here to view the November 6, 2024 recording. Note: it actually starts around 2 minutes 30 seconds into the recording!

The above virtual workshop, although 2 hours, rather than 2.0 hours, is basically identical to the six attendee workshops. Note: this workshop does not cover the client software.  There is a separate virtual workshop, see below #2, for client software workshop.

2) Client Software Demonstration - All Counties, Agencies, Municipalities and Housing Authorities: Wednesday, November 12, 2024: 10:00 - 11:30 a.m. Click here to view the November 13, 2024 recording.

Click here for the 2024 handout from Nov 13, 2024 (99 pages - COLOR) and here for handout (25 pages - greyscale)

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** 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) 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)  

ADDITIONAL TRAINING

We understand there may be some local governments that require personal training and support. Just some of the reasons:

• 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

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:
• 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