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YOU ARE A CLUB OFFICER

​

HOLD ONE OFFICER POSITION

​

HOLD MULTIPLE OFFICERS POSITIONS IN A CLUB

​

HOLD MULTIPLE OFFICERS POSITIONS IN DIFFERENT CLUBS

​

ONLY NEED 2 HOURS OF TRAINING TO MEET REQUIREMENTS

ANY OFFICER POSITION

PATHWAYS OR COMBINED OFFICERS OR JUDGES TRAINING

+

OFFICER TRAINING

Total of 2 hours

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Treasurer

Club Officer Training

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Agenda

  • Treasurer�Role
  • Treasurer�Responsibilities
  • Treasurer Resources

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Session Objectives

  • Identify your role
  • Fulfill your responsibilities
  • Find resources that help you

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Treasurer Role

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Treasurer Responsibilities

The Club Meeting

Outside the Club Meeting

The Executive Committee

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The Club Meeting

  • Before Club Meetings
  • During Club Meetings

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Before Club Meetings

  • Prepare a financial report.

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During Club Meetings

  • Collect membership dues.
  • Report on club finances.

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Outside the Club Meeting

  1. Prepare a budget.
  2. Provide bank with a bank signatory card.
  3. Collect and pay dues online including self pay option.
  4. Collect new member applications.
  5. Issue checks for club expenses.
  6. Keep financial records.

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Outside the Club Meeting

  1. Present financial reports.
  2. Submit club accounts for audit.
  3. Attend executive committee meetings.
  4. Reconcile deposits, expenditures and cash on hand.

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Outside the Club Meeting

  1. Ensure club meets government tax regulations.
  2. Receive financial correspondence.
  3. Prepare for audit committee.

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The Executive Committee

  • Prepare a budget.
  • Present financial reports.
  • Submit club accounts for audit.
  • Work with executive committee on Club Success Plan.

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  • How
  • When
  • Who
  • What

​

​

How to Fulfill the Treasurer Responsibilities

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Treasurer Responsibility Action Plan

  • How will you fulfill this responsibility?
  • When will each action be completed?
  • Who is available to help you?
  • What materials and resources can you use?

​

www.toastmasters.org

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Treasurer Resources

www.toastmasters.org

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Getting Started

  • Attend district-sponsored club-officer training program.
  • Read materials.
  • Meet with outgoing executive committee.
  • Meet with outgoing treasurer.
  • Meet with current executive committee.
  • Review Policies and Protocol.
  • Prepare a budget.

​

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Getting Started

  • Review records, financial reports and audit committee’s report.
  • Provide bank with a signatory card.
  • Create a record-keeping system, if needed.

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Additional Resources

Treasurer Resources

​

Distinguished Club Program and Club Success Plan

https://www.toastmasters.org/resources/resource-library?t=1111

Success Communication Series

https://shop.toastmasters.org/shop/education/programs-and-modules/success-communication

​

Success Leadership Series

 https://shop.toastmasters.org/shop/education/programs-and-modules/success-leadership

Submitting Club Dues

www.toastmasters.org/clubcentral

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www.toastmasters.org

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www.toastmasters.org

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This concludes the session.

Club Officer Training

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YOU ARE A CLUB OFFICER

​

HOLD ONE OFFICER POSITION

​

HOLD MULTIPLE OFFICERS POSITIONS IN A CLUB

​

HOLD MULTIPLE OFFICERS POSITIONS IN DIFFERENT CLUBS

​

ONLY NEED 2 HOURS OF TRAINING TO MEET REQUIREMENTS

ANY OFFICER POSITION

PATHWAYS OR COMBINED OFFICERS OR JUDGES TRAINING

+

OFFICER TRAINING

Total of 2 hours