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.
Colette Collier Trohan is a nationally known meeting consultant, trainer, parliamentarian, and president of A Great Meeting, Inc. She holds the highest credentials offered by both the National Association of Parliamentarians and the American Institute of Parliamentarians. She has also served as a local chapter treasurer, a homeowner’s association treasurer, and treasurer of a national organization. Her biographical information can be found at http://www.agreatmeeting.com.
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