Branch Treasurer/OLBA Training Spring 2024

1 May 2024 9:30am–1:00pm

This online half-day course delivered over Microsoft Teams is aimed primarily at recently appointed Branch Treasurers.

The course will show in detail how to use the union’s online branch accounting system (OLBA), including:

  • Recording receipts and payments
  • Reconciling bank accounts
  • Putting the branch’s budget onto OLBA
  • Producing reports for committee meetings and AGMs
  • Making necessary year-end accounting adjustments
  • Submitting the branch’s annual financial return.

Non-Treasurers who need to be able to use OLBA (eg Secretaries, Chairs, branch-employed staff) are also welcome to register for the course.

Participants will need to complete Module 1 (Introduction for new Branch Treasurers) and Module 2 (GDPR) in advance of this Module 3 session. You will also be given a case study to complete after finishing the course prior to working on your branch’s live OLBA records.

Module 1: a short introductory online module 

The online module is an introduction to the the roles and responsibilities of the branch treasurer.

Module 2: GDPR e-note (20 mins)

The GDPR e-note covers the main data protection issues that you need to be aware of as a UNISON activist. It outlines the scope and requirements of the law and explains what you should do to ensure that you and your branch don’t breach the GDPR.

To access both the Introduction for new Branch Treasurers and the GDPR e-notes please visit; http://e-learning.unison.org.uk

If you have any difficulty logging into the e-learning site please contact; l.organising@unison.co.uk

Closing date for applications – 17th April 2024

To apply for a place on this course please complete and submit the following form:

Branch Treasurer/OLBA Training 1st May session

  • If you don’t know your membership number please tell us your home postcode so we can find it for you.
  • There is a charge to your branch of £30 for this training. If you meet the minimum requirements to attend this course we will contact your branch so that your attendance can be authorised.
  • We will use this information to check your UNISON membership, to seek approval from your branch for your attendance on this course, and to send you course information. If we are able to offer you a place on this training, then you will receive an email from us with further information.
  • UNISON Learning & Organising Equality Monitoring Form

  • This section of the form is entirely voluntary; however your co-operation would be appreciated. UNISON gathers this information so that participation in education and training can be monitored. This allows us to identify where there are areas of underrepresentation and work with our colleagues in the wider union to address any barriers to equal access.
  • We appreciate that some of the categories below are limited, but within these constraints, please give the answer most applicable to you.
  • This information will be used to update your UNISON membership records and will be treated in the strictest confidence.