A Great Meeting Needs a Great Secretary!

Great Leader Series

Book 3
A Great Meeting, Inc.
Free sample

 This book is dedicated to everyone who has ever tried to keep up with the rapid-fire actions of a busy meeting while making sure nothing got lost, ignored, folded, spindled, or mutilated. Where rules are quoted, they are substantially in conformance with the rules contained in Robert's Rules of Order Newly Revised, eleventh edition (Da Capo Press 2011), also called RONR, and American Institute of Parliamentarians Standard Code of Parliamentary Procedure (McGraw Hill, 2012), also called AIPSC. However, for clarity and ease of use by the average member, some of the more detailed points of these books have been omitted. For complex situations, we suggest that the reader refer to the association's specific parliamentary authority. Additional information has been included that is based on the author's experience with boards of directors and organizations throughout the country.
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About the author

Colette Collier Trohan, PRP, CPP-T has over 25 years of experience helping clients in just about every organizational situation.  She is known for her ability to apply customized strategies to client issues and her energetic training style. An expert in association governance and all related rules and documents, she wrote the Great Leader Series to provide the presiding officer, delegates, other leaders, and members with the tools to have great meetings. 

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Additional Information

Publisher
A Great Meeting, Inc.
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Published on
Aug 25, 2015
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Pages
85
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ISBN
9780976880585
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Language
English
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Genres
Business & Economics / Corporate Governance
Business & Economics / Education
Business & Economics / Government & Business
Education / Organizations & Institutions
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Content Protection
This content is DRM free.
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Read Aloud
Available on Android devices
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Eligible for Family Library

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 Have you ever known a person elected as treasurer who works into the wee hours to keep their association or club finances in perfect balance? Whether using an abacus, stones, a calculator, or fingers and toes, the job is all about being able to answer basic questions about the financial assets of the association.

 

The fundamental nature of the treasurer’s position is more closely linked to the size of the association than any of the other leadership positions. The treasurer of a local club will likely be the sole keeper of the association’s financial records and perform all of the tasks associated with the position, while the treasurer of a large national association will probably never write a check or make a deposit. We refer to the treasurer who performs the financial tasks as the practicing treasurer, and the treasurer who works with a paid staff who performs the financial tasks as the fiduciary treasurer. Whatever the tasks, all treasurers have the responsibility to serve as the elected custodian of the association’s funds.

 

Like the other tools in the Great Leaders Collection, there  are two sections: a front section that explains how to make the financial handoff from one treasurer to another, basic records, and instructions for conducting audits, creating budgets, and other financial reports; the back section contains forms and templates for invoices, receipts, reimbursements, and a variety of reports. Sample financial policies are also included.

 

Where procedural rules are quoted, they are substantially in conformance with the rules contained in Robert's Rules of Order Newly Revised, eleventh edition (Da Capo Press 2011), also called RONR, and American Institute of Parliamentarians Standard Code of Parliamentary Procedure (McGraw Hill, 2012), also called AIPSC. However, for clarity and ease of use by the average member, some of the more detailed points of these books have been omitted. For complex situations, we suggest that the reader refer to the association's specific parliamentary authority. Additional information has been included that is based on the author's experience with boards of directors and organizations throughout the country.

 

A Great Meeting Needs a Great Treasurer is the perfect resource for the treasurer.

 Have you ever known a person elected as treasurer who works into the wee hours to keep their association or club finances in perfect balance? Whether using an abacus, stones, a calculator, or fingers and toes, the job is all about being able to answer basic questions about the financial assets of the association.

 

The fundamental nature of the treasurer’s position is more closely linked to the size of the association than any of the other leadership positions. The treasurer of a local club will likely be the sole keeper of the association’s financial records and perform all of the tasks associated with the position, while the treasurer of a large national association will probably never write a check or make a deposit. We refer to the treasurer who performs the financial tasks as the practicing treasurer, and the treasurer who works with a paid staff who performs the financial tasks as the fiduciary treasurer. Whatever the tasks, all treasurers have the responsibility to serve as the elected custodian of the association’s funds.

 

Like the other tools in the Great Leaders Collection, there  are two sections: a front section that explains how to make the financial handoff from one treasurer to another, basic records, and instructions for conducting audits, creating budgets, and other financial reports; the back section contains forms and templates for invoices, receipts, reimbursements, and a variety of reports. Sample financial policies are also included.

 

Where procedural rules are quoted, they are substantially in conformance with the rules contained in Robert's Rules of Order Newly Revised, eleventh edition (Da Capo Press 2011), also called RONR, and American Institute of Parliamentarians Standard Code of Parliamentary Procedure (McGraw Hill, 2012), also called AIPSC. However, for clarity and ease of use by the average member, some of the more detailed points of these books have been omitted. For complex situations, we suggest that the reader refer to the association's specific parliamentary authority. Additional information has been included that is based on the author's experience with boards of directors and organizations throughout the country.

 

A Great Meeting Needs a Great Treasurer is the perfect resource for the treasurer.

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