How to Succeed as Club Treasurer

Post on 21-May-2015

69 Views

Preview:

Click to see full reader

DESCRIPTION

Toastmasters Leadership Training

Transcript

Achieve Success as a Club Treasurer

Club Officer Training

1313G

1311B

Presentation at Athens Toastmasters Leadership Training

By Frances Kazan (mba)Talent Manager & Business Coach

Toastmaster since 1996 Highest role in District74, Division Governor

Current Role: New Club Coordinator

frances@hitw.co.za www.linkedin.com/pub/dir/Frances/Kazan

skype: frances.kazan www.slideshare.com/Frances Kazan

www.hitw.co.zawww.facebook.com/

frances.kazanwhatsapp: Frances Kazan

twitter: @fkazan

www.toastmasters.org

Treasurer Role Treasurer Responsibilities Treasurer Education Resources

Treasurer

www.toastmasters.org

Identify your role within the club Fulfill your responsibilities within the club and

club executive committee Find resources that help you fulfill your

responsibilities

Session Objectives

www.toastmasters.org

Treasurer Role

www.toastmasters.org

The Club Meeting Outside the Club Meeting The Executive Committee

Treasurer Responsibilities

www.toastmasters.org

Before Club Meetings During Club Meetings

The Club Meeting

www.toastmasters.org

Prepare a financial report.

Before Club Meetings

www.toastmasters.org

Collect membership dues. Report on club finances.

During Club Meetings

www.toastmasters.org

Prepare a budget. Provide bank with a bank signatory card. Collect and pay dues. Submit new member applications. Issue checks for club expenses. Keep financial records. Present financial reports.

Outside the Club Meeting

www.toastmasters.org

Submit club accounts for audit. Attend executive committee meetings. Reconcile deposits, expenditures and cash

on hand. Ensure club meets government tax

regulations. Receive financial correspondence. Prepare for audit committee.

Outside the Club Meeting

www.toastmasters.org

The Executive Committee

www.toastmasters.org

Prepare a budget. Present financial reports. Submit club accounts for audit. Work with executive committee on Club

Success Plan.

Executive Committee - Your Responsibility

www.toastmasters.org

How When Who What

How to Fulfill the Treasurer Responsibilities

www.toastmasters.org

How will you fulfill this responsibility When will each action be completed? Who is available to help you? What materials and resources can you use?

Treasurer Responsibility Action Plan

www.toastmasters.org

Treasurer Resources

www.toastmasters.org

Attend district-sponsored club-officer training program.

Read materials. Meet with outgoing executive committee. Meet with outgoing treasurer. Meet with current executive committee. Review Policies and Protocol. Prepare a budget.

Getting Started

www.toastmasters.org

Review records, financial reports and audit committee’s report.

Provide bank with a signatory card. Create a record-keeping system, if needed.

Getting Started

www.toastmasters.org

Additional Resources

This concludes session 2F.

Club Officer Training

top related