Treasurer's Monthly Report

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Chapter Treasurers in the BNI Utah North region use this form to submit a monthly report of membership activity in their chapter including renewals and new members. This report is due on the last business day of each month.

Email *

Your Name *

Month reporting activities for? *

Chapter Name *

Did you email images of any checks you received for New or Renewing Members for membership dues this month? *

Yes

Have all Visitors who attended this month been entered in BNI Connect? *

Yes

Have all Visitors who attended this month been entered into your Visitor Follow-up Tracker Google Sheet? *

Yes

Have you pulled a Membership Dues Report this month and verified that all members who have left the chapter have been dropped and that all new members are reflected on this report accurately? *

Yes

Have any transactions for the month been recorded in your Account Register, MSP Attendance been updated, Chapter Dues Payments logged and Speaker Rotation maintained? *

Yes

If you answered No to any of the above questions, please let us know what challenges are preventing you from accomplishing any of these things.

Are there any other challenges your chapter is having or big wins that you would like the regional office to know about?

A copy of your responses will be emailed to the address you provided.

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