Chapter update July 21st

Happy July,

I hope you’re having a great summer and enjoying the sunshine…on those occasions when it actually comes out! At CPRS we are taking a bit of a break, but look forward to another great year and plan to kick off the 2009/2010 season in August, so watch out for a notice about our season opener. In the meantime, our Board of Directors is looking for a Treasurer to join our dynamic board for the coming season. Here is an overview of his/her responsibilities. If you, or anyone you know, are interested or has questions about this Board position, please contact me.

Treasurer’s Role

Monthly:
* Act as a source of guidance on all major financial decisions as a member of the core executive team
* Provide guidance as required on budgetary requirements for major events and expenditures to the executive and board
* Receive the monthly financial information from the bookkeeper, review and provide a “coles notes” overview of the chapter’s financial state of affairs to the board at the monthly board meeting

Annual:
* To work in collaboration with the bookkeeper and Executive Director to ensure the timely facilitation of the year end report as part of the AGM proceedings which could include meeting with the accounting firm of record, to ensure they are accessible when authorizing signatures are required by the account firm for the final report and those subsequent documents being filed with Canada Revenue Agency (Timelines for activity: April and May each year of their term)
* To provide a full report at the AGM with disclosure and participation prior to with the chapter executive
* To be prepared at the AGM to answer questions from the membership
* To attend the year end planning retreat to provide guidance on proactive measures or ideas that could improve the chapters financial position based on the chapters financial history and the immediate past years performance.

Danielle Cote, APR

dfcote@bkthealth.com

Leave a reply

Required fields are marked with *