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Leadership > Procedures

Procedures Manual: Treasurer

Current Treasurer

Position Description

The Chapter Treasurer maintains all financial records for the chapter.

Duties

  • Serve as a member of the Executive Board.
  • Maintain all financial records of the Chapter in accordance with Association Practices and submit required reports to the Association office accurately and on time.
  • Collect, deposit, and expend funds for the Chapter as requested and authorized by the President.  In addition, arrange for the President and President-Elect to have signing authority, as well as the incoming Treasurer.
  • Prepare, sign, and submit an audited annual financial statement for each fiscal year ending December 31. Forms can be accessed on the Association web site. Submit the completed form to the Director, Finance at the Association office by February 15. Each Chapter's annual financial statement must be certified as to its accuracy by an auditor appointed by the Chapter President. The Treasurer recommends an auditor to the Chapter President.
  • Report the fiscal condition of the Chapter to the Executive Board at each Board meeting; submit formal written reports to the Board at least twice during the year.
  • Prepare the budget with the President for approval at the first Board meeting of each new fiscal year.
  • Monitor Chapter fundraising activities to ensure that they are in compliance with Association Practices.


For additional information about the duties of the Chapter Treasurer, consult the SLA web page for Unit Treasurer’s Information. See also, the Tax and Legal Handbook

Last updated November 24, 2007 11:27
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