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Administrative Do’s and Don’ts How do I keep my butt out of trouble?

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Presentation on theme: "Administrative Do’s and Don’ts How do I keep my butt out of trouble?"— Presentation transcript:

1 Administrative Do’s and Don’ts How do I keep my butt out of trouble?

2 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

3 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

4 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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