Toastmasters Leadership Training

1. Achieve Success as a Club Treasurer
Club Officer Training
1313G

2. 1311B
Presentation at Athens Toastmasters Leadership
Training
By Frances Kazan (mba)
Talent Manager & Business Coach
Toastmaster since 1996
Highest role in District74, Division Governor
Current Role: New Club Coordinator
frances@hitw.co.za
www.linkedin.com/pub/dir/Frances/Kazan
skype: frances.kazan
www.slideshare.com/Frances Kazan
www.hitw.co.za
www.facebook.com/frances.kazanw
hatsapp: Frances Kazan
twitter: @fkazan

3. Treasurer
 Treasurer Role
 Treasurer Responsibilities
 Treasurer Education Resources
www.toastmasters.org

4. Session Objectives
 Identify your role within the club
 Fulfill your responsibilities within the club and
club executive committee
 Find resources that help you fulfill your
responsibilities
www.toastmasters.org

5. Treasurer Role
www.toastmasters.org

6. Treasurer Responsibilities
 The Club Meeting
 Outside the Club Meeting
 The Executive Committee
www.toastmasters.org

7. The Club Meeting
 Before Club Meetings
 During Club Meetings
www.toastmasters.org

8. Before Club Meetings
 Prepare a financial report.
www.toastmasters.org

9. During Club Meetings
 Collect membership dues.
 Report on club finances.
www.toastmasters.org

10. Outside the Club Meeting
 Prepare a budget.
 Provide bank with a bank signatory card.
 Collect and pay dues.
 Submit new member applications.
 Issue checks for club expenses.
 Keep financial records.
 Present financial reports.
www.toastmasters.org

11. Outside the Club Meeting
 Submit club accounts for audit.
 Attend executive committee meetings.
 Reconcile deposits, expenditures and cash
on hand.
 Ensure club meets government tax
regulations.
 Receive financial correspondence.
 Prepare for audit committee.
www.toastmasters.org

12. The Executive Committee
www.toastmasters.org

13. Executive Committee - Your Responsibility
 Prepare a budget.
 Present financial reports.
 Submit club accounts for audit.
 Work with executive committee on Club
Success Plan.
www.toastmasters.org

14. How to Fulfill the Treasurer Responsibilities
 How
 When
 Who
 What
www.toastmasters.org

15. Treasurer Responsibility Action Plan
 How will you fulfill this responsibility
 When will each action be completed?
 Who is available to help you?
 What materials and resources can you use?
www.toastmasters.org

16. Treasurer Resources
www.toastmasters.org

17. Getting Started
 Attend district-sponsored club-officer training
program.
 Read materials.
 Meet with outgoing executive committee.
 Meet with outgoing treasurer.
 Meet with current executive committee.
 Review Policies and Protocol.
 Prepare a budget.
www.toastmasters.org

18. Getting Started
 Review records, financial reports and audit
committee’s report.
 Provide bank with a signatory card.
 Create a record-keeping system, if needed.
www.toastmasters.org

19. Additional Resources
www.toastmasters.org

20. This concludes session 2F.
Club Officer Training