club officers training - treasurer

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Division H, District 79 ACB AL Abdul Lateef June 28, 2010 CLUB OFFICERS TRAINING TREASURER

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Club Officers Training - TreasurerYear 2010 - 2011

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Page 1: Club Officers Training - Treasurer

Division H, District 79

ACB AL Abdul Lateef

June 28, 2010

CLUB OFFICERS TRAININGTREASURER

Page 2: Club Officers Training - Treasurer

Treasurer• Standards outside of the club meeting

• Standards at the club meeting

Page 3: Club Officers Training - Treasurer

Standards outside the club meeting• Prepare budget

• Provide bank with signature card

• Prepare and send dues statements by August 15 / February 15

• Collect and submit dues online to WHQ by October 1 / April 1

• Submit new member application and due to WHQ

• Pay bills as due

Page 4: Club Officers Training - Treasurer

Standards outside the club meeting• Keep record of financial transactions

• Present verbal / written reports

• Submit accounts for audit

• Attend district-sponsored club officers training

• Arrange for a replacement

• Prepare successor for office

Page 5: Club Officers Training - Treasurer

Standards at the club meeting• Receive applications and dues

• Announce dues are due

• Greet members and guests

Page 6: Club Officers Training - Treasurer

Fund-raising Project?• Ask yourself these questions and any “no” answer indicates a violation to TMI

• Donation or volunteer service

• Clubs and not individual members benefit

• At least 1/3 financial support from member dues

• Profits be used for the furtherance of TMI’s tax-exempt purpose only

Page 7: Club Officers Training - Treasurer

Tax-exempt Purposes• Building and improving clubs

• Training club and district officers

• Purchasing education program materials

• Sending a voting delegate to official district conferences or the International convention

• Covering general administrative expenses of club or district

Page 8: Club Officers Training - Treasurer

Case Study• Two weeks ago you sent dues statements to all of your club members. Everyone has paid – except for Don Dupree. You have reminded Don at each meeting, yet he still has not submitted his payment. And now your dues renewal is due! How should you deal with Don Dupree?

Page 9: Club Officers Training - Treasurer

Questions?

Page 10: Club Officers Training - Treasurer

Division H, District 79

ACB AL Abdul Lateef

June 28, 2010

CLUB OFFICERS TRAININGTREASURER