- Learn from the current president the role and duties of the president.- Attendance at ORCA Board and Executive Committee Meetings.- Attendance at National Conferences as needed.- Supporting the mission of ORCA, which may include project leadership and policy development as delegated by the Governing Board or the President.- Organize the yearly ORCA retreat!
Bank account maintenance – Monitors checking, savings, and investment accounts. Oversees relationships with banks and financial institutions.Financial transaction management – Establishes and uses recognized basic accounting and bookkeeping procedures to accurately track all income and expenses of the Association. Pays outstanding bills or debts owed on a timely basis. Develops systems for keeping cash flow manageable.Budgets – Develops, in consultation with President-Elect, an annual budget and presents budget to Governing Board for approval. Compares actual income and expenses incurred against the budget.Financial policies – Oversees the organization’s financial policies and makes recommendations to improve processes and policies.Reports– Provides reports to the Governing Board in advance of each board meeting to include a profit/loss statement, account balances, and budget update. Reports may also include key financial events, trends, concerns, and assessment of fiscal health.Taxes — In consultation with the President, prepares and files state and federal income tax reports.Audit — coordinates an annual internal audit, and, every four years, an external fiscal audit.
The Treasurer also serves on the Executive Council. The term of office is for two years with election being held in alternating years from the Secretary. The Treasurer is a voting member of the Governing Board. This board position is designated as an “Officer,” and must maintain current membership in ORCA and ACA.