Transcript Club Secretary Training

Club Treasurer Training
Lisa Goodman, DTM
District 44 Treasurer 2014-2015
Mid - Year Training
Agenda
Treasurer Role
Your Club
Club Leader
Treasurer Role
Getting Started
 Attend club-officer training program.
 Create record keeping system, if needed.
 Meet outgoing treasurer/executive
committee.
 Review records.
 Review policies and protocol.
 Update bank signature card.
Your Responsibilities
 Budget.
 Maintain records.
 Financial reports.
 Collect member dues and submit to TI.
 Audit.
 Club Success Plan.
As a Club
Distinguished Club Program
#
Goal
1. Two Competent Communicators (CCs)
2. Two more Competent Communicators (CCs)
3. One Advanced Communicator (AC)
AC Bronze, AC Silver, or AC Gold
4. One more ACB, ACS, or ACG
5. One CL, ALB, ALS, or DTM
6. One more CL, ALB, ALS, or DTM
7. Four new members
8. Four more new members
9. Min. 4 officers trained each training period –
July & January
10 One membership dues renewal and one club
.
officer list submitted on time
As a Club Leader
SWOT Analysis
Strengths
Weaknesses
Opportunities
Threats
Gap Analysis
Where is your club
now?
Where do you want
your club to be?
GAPS
What is your club’s
current brand?
What will be
expected in the
future?
Additional Goals
Talk Up Toastmasters 2/1-3/31
Triple Crown
Dues Renewals
Spring Conference 5/1-5/2
Beat the Clock 5/1-6/30
Questions?
If you leave here and have more questions
Contact me via email at:
[email protected]