May 2014 Key Chapter Board Roles & Responsibilities

President Treasurer Education Programs

Role of the Chapter: President Chief Executive Officer for the Chapter Provides the direction for the organization Chairs all of the meetings of the chapter (BoD and PDM) Serves as the face of the organization for any communications

Considerations for the Chapter: President Familiar with all BoD positions and their duties Follow-up on activities during the month Volunteer staff is different than paid staff C-BAR sections: A, E, H, J

Transition Training Role of the Chapter: President Treasurer Education V.P. Programs V.P. Role of the Chapter: Treasurer Establishes the Fiscal Budget for the chapter Pays all bills relating to chapter expenses Ensures all monies received by the chapter are properly received and maintained Maintains financial records for Chapter

Transition Training Role of the Chapter: President Treasurer Education V.P. Programs V.P. Considerations for the Chapter: Treasurer Annual Audit/Letter of Assertion to APICS Verify cash receipts/disbursements Monthly finance report to BoD (Excel, Quicken, QuickBooks, etc.) C-BAR sections: F

Transition Training Role of the Chapter: President Treasurer Education V.P. Programs V.P. Role of the Chapter: Education V.P. Establishes instructor compliance to CPA Schedules all instructors to ensure all classes have trained instructor Acts as liaison for chapter in all educational offerings

Transition Training Role of the Chapter: President Treasurer Education V.P. Programs V.P. Considerations for the Chapter: Education V.P. Instructor evaluations Prepare Education Schedule Dates, times, place, fees, Promote Education Offerings Remember APICS Online and Corporate Offerings Rebates and WIN-WIN-WIN C-Bar Sections: D

Transition Training Role of the Chapter: President Treasurer Education V.P. Programs V.P. Role of the Chapter: Programs V.P. Programs Arrange chapter professional development meetings with good speakers. Send each confirmed speaker a letter … Obtain speaker bio and event description … Arrange for a speaker gift.

Transition Training Role of the Chapter: President Treasurer Education V.P. Programs V.P. #1 Question Where the heck do I get speakers and topics ??  Conference  APICS Speaker list  Other Chapters  Employers  Other professional organizations  Calendar ? Community organizations/Politicians C-BOX Pre made PDM

Thank you Questions ? Comments ?