District 39 – Club Officer Training District Page www.district39.org District Training Page www.district39.org/training Toastmasters International www.toastmasters.org District 39, Division ___, Area ____ Club #___________, Club Name: __________________ My Name: ___________________________ My Role: ___________________________ Club Office Name Phone President VP Education VP Membership VP Public Relations Treasurer Secretary Sergeant At Arms District Director: _________________ ç Operations, Administration Program Quality Director: _________________ ç Education, Training, Events Club Growth Director: _________________ ç Marketing, Club Building, Member Retention Club Leader Resources / Mentors Division Director: _________________ ç Consistent Area Quality AD Program Quality: _________________ ç Assist Education / Training AD Club Growth: _________________ ç Assist Club Growth activities Area Director: _________________ ç Consistent Club Quality My Area Council (Club Leader Peers) Clubs in my Area Club President VP Education VP Membership
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District Director: _________________ ç Operations, Administration
Program Quality Director: _________________ ç Education, Training, Events
Club Growth Director: _________________ ç Marketing, Club Building,
Member Retention
Club Leader Resources / Mentors
Division Director: _________________ ç Consistent Area Quality
AD Program Quality: _________________ ç Assist Education / Training
AD Club Growth: _________________ ç Assist Club Growth activities
Area Director: _________________ ç Consistent Club Quality
My Area Council (Club Leader Peers) Clubs in my Area Club President VP Education VP Membership
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Treasurer
Club Officer Training
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! Treasurer Role
Agenda
! Treasurer Responsibilities
! Treasurer Resources
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Session Objectives
! Identify your role ! Fulfill your
responsibilities ! Find resources that
help you
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Treasurer Role
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Treasurer Responsibilities
The Club Meeting
Outside the Club Meeting
The Executive Committee
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The Club Meeting
! Before Club Meetings ! During Club Meetings
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Before Club Meetings
! Prepare a financial report.
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During Club Meetings
! Collect membership dues.
! Report on club finances.
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Outside the Club Meeting
! 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.
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Outside the Club Meeting
! Present financial reports.
! Submit club accounts for audit.
! Attend executive committee meetings.
! Reconcile deposits, expenditures and cash on hand.
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Outside the Club Meeting
! Ensure club meets government tax regulations.
! Receive financial correspondence.
! Prepare for audit committee.
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The Executive Committee
! Prepare a budget. ! Present financial
reports. ! Submit club accounts
for audit. ! Work with executive
committee on Club Success Plan.
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! How ! When ! Who
! What
How to Fulfill the Treasurer Responsibilities
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! 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
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Treasurer Resources
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! 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
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! Review records, financial reports and audit committee’s report.
! Provide bank with a signatory card. ! Create a record-keeping system, if needed.
Getting Started
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Additional Resources
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This concludes the session.
Club Officer Training
8/25/18 Hello Fellow Toastmasters! It’s that time again. Our 6-month renewal dues have to be sent to Toastmasters International by October 1st. Please bring a check for $57.00, made out to Rydell High Toastmasters on or before the September 15th meeting. The $57.00 covers the $45.00 for International dues, and $12.00 for our club treasury. If you’re not able to attend any of those meetings, you can send it with another member, drop it off at my office, or mail it to me at:
Sandra Dee 1234 Elm St. Hollywood, CA 99999
If, for some reason, you don’t plan to renew this term, please let me know. Thanks a million, Sandra Dee Rydell High Toastmasters Treasurer 123-456-7890