Treasurer

Position Overview

Oversee the financial obligations of the Chapter, specifically accounting for all income and expenses of the organization.

Key Responsibilities

  • The treasurer will receive, hold and safeguard, in the capacity of trustee and financial agent, all funds for the Chapter.
  • The treasurer will disburse such funds only for normal and usual expenses unless the Board of Directors shall otherwise direct.
  • The treasurer will record all transactions and maintain a current complete set of accounting records. All funds received and disbursed must be recorded.
  • Reconcile banking statements monthly; prepare and make deposits.
  • Attend and participate in all monthly general luncheons and Board Meetings.
  • Using the account records, the treasurer will prepare a monthly report of the Chapter’s financial condition and present report at each Board Meeting.
  • Participate in the development and implementation of short-term and long-term strategy planning for the Chapter.
  • Receive and compile the RSVP’s list for the monthly luncheon and produce a list of attendees for use as a checklist for members and guests. Primary contact with banquet facility for planning purposes (i.e., number of attendees, room setup, equipment, tables, etc.).
  • Check-in members and guests at monthly luncheon, collect luncheon fees and receive collected fund raising monies and provide receipts as needed; record “No Shows” and mail post cards to collect monies owed.
  • Chapter membership database maintenance in conjunction with membership dues receipts from the Membership Director; generate annual membership renewal invoices and provide to Membership Director for mailing; provide mailing list & membership roster data to Membership Director, web site liaison, Communications Director and Chapter President as required.
  • Represent the Chapter in the Human Resources community.
  • Pick up mail at the Post Office as necessary.
  • Other assignments as requested by the President and/or the Board.

Requirements

  • Must be a SHRM member in good standing elected by the Chapter membership.