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District39–ClubOfficerTraining

DistrictPage www.district39.orgDistrictTrainingPage www.district39.org/trainingToastmastersInternational www.toastmasters.org

District 39, Division ___, Area ____

Club #___________, Club Name: __________________

My Name: ___________________________

My Role: ___________________________

Club Office Name Phone

President

VP Education

VP Membership

VP Public Relations

Treasurer

Secretary

Sergeant At Arms

District Director: _________________ ç Operations, Administration

Program Quality Director: _________________ ç Education, Training, Events

Club Growth Director: _________________ ç Marketing, Club Building,

Member Retention

Club Leader Resources / Mentors

Division Director: _________________ ç Consistent Area Quality

AD Program Quality: _________________ ç Assist Education / Training

AD Club Growth: _________________ ç Assist Club Growth activities

Area Director: _________________ ç Consistent Club Quality

My Area Council (Club Leader Peers) Clubs in my Area Club President VP Education VP Membership

7/18/18

1

Treasurer

Club Officer Training

www.toastmasters.org

! Treasurer Role

Agenda

! Treasurer Responsibilities

! Treasurer Resources


Session Objectives

!  Identify your role ! Fulfill your

responsibilities ! Find resources that

help you

7/18/18

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Treasurer Role


Treasurer Responsibilities

The Club Meeting

Outside the Club Meeting

The Executive Committee


The Club Meeting

! Before Club Meetings ! During Club Meetings

7/18/18

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Before Club Meetings

! Prepare a financial report.


During Club Meetings

! Collect membership dues.

! Report on club finances.



! 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.

7/18/18

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! Present financial reports.

! 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.


The Executive Committee

! Prepare a budget. ! Present financial

reports. ! Submit club accounts

for audit. ! Work with executive

committee on Club Success Plan.

7/18/18

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! How ! When ! Who

! What

How to Fulfill the Treasurer Responsibilities


! 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?

Treasurer Responsibility Action Plan


Treasurer Resources

7/18/18

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! 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.

Getting Started


! Review records, financial reports and audit committee’s report.

! Provide bank with a signatory card. ! Create a record-keeping system, if needed.

Getting Started


Additional Resources

7/18/18

7

This concludes the session.

Club Officer Training

8/25/18 Hello Fellow Toastmasters! It’s that time again. Our 6-month renewal dues have to be sent to Toastmasters International by October 1st. Please bring a check for $57.00, made out to Rydell High Toastmasters on or before the September 15th meeting. The $57.00 covers the $45.00 for International dues, and $12.00 for our club treasury. If you’re not able to attend any of those meetings, you can send it with another member, drop it off at my office, or mail it to me at:

Sandra Dee 1234 Elm St. Hollywood, CA 99999

If, for some reason, you don’t plan to renew this term, please let me know. Thanks a million, Sandra Dee Rydell High Toastmasters Treasurer 123-456-7890

DuesforApril1,2018throughSeptember30,2018PaidbyDannyZuko,ACB,ALB.

ToastmasterInternational(T.I.)(Dues) $45.00

RydellHighToastmasters(Dues) $12.00

PaymentReceivedApril1,2018 $57.00

PattySimcox

ClubPresident

[email protected]

JoinuseveryTuesday,12:05-1:00pm

RydellHighToastmasters

District39,Club1234

1234ElmStreet

Website:http://rydellhigh.toastmastersclubs.org

Email:[email protected]#:530-123-4567

I, am requesting funds from Placer's Gold Toastmaster's Club 6080

Amount

Miscellaneous

Paid by Check # By:

Date

Please Describe all Expenses below

Semi-Annual Dues for: Spring 2016 for 7 members

Placer's Gold Toastmaster Club #6080Reimbursement Request

Administrative Supplies

Special Events

Ad & Promotional Materials

Awards

Newsletter/Website Expenses

New Member Dues for: _______________________________________________

for the following purpose.

Educational Materials

Evaluation BEGINNER INTERMEDIATE ADVANCED

What level of knowledge of the topic did

you have prior to this session? � � �

Indicate to what degree you agree with the following statements about this session.

STRONGLY AGREE AGREE

NEITHER AGREE

NOR DISAGREE

DISAGREE STRONGLY DISAGREE

Overall, I was satisfied with the session. � � � � �

I will use the content to strengthen my

club. � � � � �

The learning objectives were met. � � � � �

Yes No

Will you implement at least one idea from this session in the next 30 days? � �

Write your comments about the session.

Indicate to what degree you agree that the facilitator demonstrated the following:


NEITHER AGREE

NOR DISAGREE


Solid knowledge of the subject matter � � � � �

Excellent presentation skills � � � � �

WorkingYourWaythroughaLevel

LogintoToastmastersinternational.org

ClickonPathways

• IfyouhavealreadyselectedyourPath or IfyouneedtoselectyourPath

• Clickon“AccessYourPaththroughBaseCamp Clickon“TaketheAssessment

• Inthecenterbox,chooseyourhomeclub AnswerthequestionsintheAssessment

• Clickon“LoginasMember” ChooseYourPath

• OpenyourPath(3options)a. Clickon“OpenCurriculum”b. Clickon“MyEducationTranscript”box,thenOpenCurriculum.c. Clickon“MyEducationTranscript”maroonbar,thenOpenCurriculum.

• Clickon“Activate”yourProject”• Clickon“Launch”yourProject”• Makesuretoenlargethewindowthatopenssothatyoucanseeallbuttons.• ReadthroughyourProjectwhichincludesthefollowingsections:

Atthebottomofeachpageisaboxwhichsays,“selecttomovetoanothersection”.Clickontheqtomovequicklytothesectionyouwant.

IntroductionToturnapageinyourproject,clickonthearrowattherightorleftofthepage.

YourAssignmentThispageincludestheProjectChecklistwhichyoucanview,printoutorsavetoyourLapTop.

AssessYourSkills–BeforeTomovethroughthe6question,Beforeassessment,clickonthenextbutton.

Competencies

5-6SectionsthatvarydependingontheLevel&PathIfapageopensup“grayedout”,readthedirectionsthenclickontheDirectionsbuttontoaccessthepage.

YourevaluationClickon“EvaluationResource”toopenyourEvaluationdocument.Print,saveorfillouton-line.YoucanalsoprintyourentireprojectfromtheEvaluationpage.

AssessYourSkills–After

Afteryourspeech,openyourprojectandreturntotheAssessYourSkills–Afterpage.Answerthe6

questionsagainandclicksubmit.

Level1Completion

• NoticechangesinyourPath

ü CurriculumProgressnowhasapercentageofcompletionfigure.(i.e.5%)

ü Level1Progresstrackernowhasapercentageofcompletionfigure.(i.e.10%)

ü ThereisaredcheckmarkoverIceBreaker.

ü TheredboxnexttoIceBreakerlinenowsays“Evaluate”.

Youhave10daystosendyourcommentstoTIregardingthisproject.

Youwillreceiveane-mailfromTIremindingyoutoevaluateyourproject.

ü Thenexttwoprojectsarenowavailableforyou.

Click“Activate’

Click“Launch”

Youmaycompletetheminanyorder.

ü Whenyouhavefinishedthe2nd&3

rdProjects,youarereadytogotoLevel1–Completion

Clickon“MarkComplete”.

Onceyouclickonthisbuttonane-mailwillbesenttotheVPEforapproval.

Thisbuttonwillchangeto“ViewCertificate”,youcanvieworprintyourcertificate.

OnceyourVPEhasapprovedyourLevelcompletion,Level2isnowavailabletoyou.

YoumayworkontheprojectsinLevel2inanyorderyouwish.

MarkComplete

Evaluation BEGINNER INTERMEDIATE ADVANCED

What level of knowledge of the topic did

you have prior to this session? � � �

Indicate to what degree you agree with the following statements about this session.


NEITHER AGREE

NOR DISAGREE


Overall, I was satisfied with the session. � � � � �

I will use the content to strengthen my

club. � � � � �

The learning objectives were met. � � � � �

Yes No

Will you implement at least one idea from this session in the next 30 days? � �

Write your comments about the session.

Indicate to what degree you agree that the facilitator demonstrated the following:


NEITHER AGREE

NOR DISAGREE


Solid knowledge of the subject matter � � � � �

Excellent presentation skills � � � � �

club officer training - home - district 39 toastmasters · vp education vp membership vp public...

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