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Published byYosef Goff Modified over 9 years ago
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Administrative Do’s and Don’ts How do I keep my butt out of trouble?
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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
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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
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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.
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