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1311A.6 Club Leadership Training Session Achieving Success As Treasurer.

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Presentation on theme: "1311A.6 Club Leadership Training Session Achieving Success As Treasurer."— Presentation transcript:

1 1311A.6 Club Leadership Training Session Achieving Success As Treasurer

2  Help officers clearly understand their roles.  Orient club members to better understand club officer roles.  Aid members when evaluating candidates for office.  Facilitate communication when expectations differ. 1 Standards for Success

3  Prepare a budget within one month of taking office.  Provide the bank with a new signature card by July 1/January 1.  Prepare and send dues statements by August 15/February 15.  Collect and pay dues to World Headquarters by October 1 and April 1.  Work with the vice president membership to contact members who have not paid dues.  Pay dues online at  Submit new member applications and dues to World Headquarters within 48 hours after receipt.  Add new members online. 2 Outside the Club Meeting

4  Pay bills as due.  Keep records of all financial transactions.  Present verbal and written financial reports to the executive committee quarterly (October 15, January 15, April 15 and July 15).  Submit club accounts for audit.  Attend club executive committee meetings.  Attend district-sponsored club officer training.  Arrange for a replacement if unable to attend a meeting.  Prepare your successor for office. 3 Outside the Club Meeting

5  Receive completed new member applications and dues.  Announce when dues are due and explain dues structure.  Greet members and guests. 4 At the Club Meeting

6  Set realistic and attainable goals.  Plan how to accomplish the goals.  Delegate tasks as needed.  Monitor progress toward goals.  Coach team members when necessary. 5 Your Leadership Opportunity

7 6 Five Steps of Motivation 1.Understand what motivates each person. 2.Focus on the benefit to the individual. 3.Make expectations clear. 4.Recognize their work. 5.Be a leader.

8 1.Decide what to delegate. 2.Decide who will do the task. 3.Assign responsibility. 4.Grant authority. 5.Establish accountability. 7 Your Leadership Opportunity Five Steps of Delegation

9 1.Lack of confidence in others 2.Fear of losing control 3.Selfishness 4.Insecurity 5.Reluctance 8 Your Leadership Opportunity Barriers to Delegation

10 1.Agree that a problem exists. 2.Discuss solutions. 3.Agree on an action. 4.Follow up. 9 Your Leadership Opportunity Four Steps to Coaching

11 Group Activity 10 Coaching a Team Member

12  A list of expenses  A list of income sources  Previous years’ financial records  A calculator 11 Prepare a Budget Gather Materials

13 1.Set a goal. 2.Create categories for expenses. 3.Use a consistent record-keeping method. 4.Submit the completed budget. 12 Prepare a Budget Create the Budget

14  Building and improving clubs  Training club and district officers  Purchasing educational program materials  Sending a voting delegate to official district conferences or the International Convention  Covering general administrative expenses connected with the operation of the club or district 13 Fundraising Some Tax Exempt Purposes

15 Is your fundraiser suitable? 14 Discussion Exercise

16  Conduct a Speechcraft.  Conduct a presentation from the Success/Communication Series or Success/Leadership Series.  Hold a raffle, auction, white elephant sale or bazaar of donated goods.  Accept advertising in the club newsletter.  Sell entertainment books or diner’s books.  Create and maintain a speakers bureau. 1515 Fundraising

17 Delinquent Payments And When Dues are Due 16 Discussion Exercise

18 A responsibility and a privilege 17

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