Transcript Financial Secretary Training Training

FINANCIAL SECRETARY
TRAINING
TRAINING
Fraternal Year
2014-2015
BRH 9/2014
Financial Secretary Training
Subjects
 Website
 Retention Procedure
 Suspension Procedure
 Council Audit Reports
 Council Guidelines For Handling Funds
 Member Billing
 Member Management
Supreme
Website
www.kofc.org
Kofc.org
Is a Form 100 still required?
Retention
And
Suspension
Legal Responsibility to Follow the Procedure
Form 365
Retention Chairman
Form 365 Reverse
Retention Chairman
Billing Procedures
Cue
Member Retention Flow Chart PP
Presentation
Retention – the act of not
suspending.
Suspension Process
Sample Conservation List
Lists are run on Friday. Viewable on line
Saturday
CAUTION
Reasons to disallow suspensions:
 No Retention Chairman appointed, Form 365
 Copy of 1845 not forwarded to:
 Member
 Retention Committee
 District Deputy
 State Deputy
 Supreme
 Member not contacted by Retention Committee
 District Deputy follow up reveals noncompliance with
procedures
 State Retention Chairman follow up reveals
noncompliance with procedure
A large number of intents to suspend will be scrutinized
closely by the State Retention Chairman and State Deputy.
Be prudent in the number suspended at one time.
Other Topics as Time Allows
 Member Management
 Billing Management
 Council Audit Reports
 Council Guidelines For Handling Funds
TOWARD HIGHER GOALS
CHARITY, UNITY, FRATERNITY
Financial Secretary Review
Thank you for being here and participating.