Presentation on theme: "Administrative Do’s and Don’ts How do I keep my butt out of trouble?"— Presentation transcript:
Administrative Do’s and Don’ts How do I keep my butt out of trouble?
Do You Have? Bylaws Cannot go against National Bylaws Policies and Procedures Manual Administrative Antitrust Specifically in regard to price fixing and fee setting Electronic Voting Transact business in-between scheduled meetings Identity Theft Prevention Privacy Record Retention
How Long Should I Keep Records? DocumentYears to Retain Bank statements; cancelled checks5 Tax returnsPermanent Program attendance records7 General ledger7 Speaker CVsIndefinite CE marketing brochures (5 of each)7 years Minutes (all)Permanent Committee reports5 Paid invoices5 Accounting softwareBi-monthly back-up
Do You Have? Policies and Procedures Manual Financial Accepting Gifts/Bequests of Money Expense Reimbursement Contract with chapter administrator Audit Committee Treasurer, administrator and one other available officer (preferably the incoming treasurer), conduct a basic audit of the treasury to ensure accuracy of records and appropriate documentation and to recommend modifications of reports or records if necessary.