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Leadership > Procedures
Procedures Manual: 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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