Lisa Goodman, DTM

District 44 Treasurer 2014-2015

Mid - Year Training

Club Treasurer Training

Agenda

Your Club

Treasurer Role

Club Leader

Treasurer Role

Attend club-officer training program. Create record keeping system, if needed. Meet outgoing treasurer/executive

committee. Review records. Review policies and protocol. Update bank signature card.

Getting Started

Budget. Maintain records. Financial reports. Collect member dues and submit to TI. Audit. Club Success Plan.

Your Responsibilities

As a Club

Distinguished Club Program

# Goal

1. Two Competent Communicators (CCs)

2. Two more Competent Communicators (CCs)

3. One Advanced Communicator (AC)AC Bronze, AC Silver, or AC Gold

4. One more ACB, ACS, or ACG

5. One CL, ALB, ALS, or DTM

6. One more CL, ALB, ALS, or DTM

7. Four new members

8. Four more new members

9. Min. 4 officers trained each training period – July & January

10.

One membership dues renewal and one club officer list submitted on time

As a Club Leader

SWOT Analysis

Strengths Weaknesses

Opportunities Threats

Gap Analysis

Where is your club now?

Where do you want your club to be?

What is your club’s current brand?

What will be expected in the

future?

GAPS

Additional Goals

Talk Up Toastmasters 2/1-3/31

Triple Crown

Dues Renewals

Spring Conference 5/1-5/2

Beat the Clock 5/1-6/30

Questions?

If you leave here and have more questionsContact me via email at:

lisakgoodman@me.com