1. Lisa Goodman, DTM District 44 Treasurer 2014-2015 Mid - Year Training Club Treasurer Training

2. Agenda  Your Club  Treasurer Role  Club Leader

3. Treasurer Role

4.  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. Getting Started

5.  Budget.  Maintain records.  Financial reports.  Collect member dues and submit to TI.  Audit.  Club Success Plan. Your Responsibilities

6. As a Club

7. 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

8. As a Club Leader

9. SWOT Analysis  Strengths  Weaknesses  Opportunities  Threats

10. Gap Analysis Where is your club now? Where do you want your club to be? What is your club’s current brand? What will be expected in the future? GAPS

11. 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

12. Questions?  If you leave here and have more questions Contact me via email at: lisakgoodman@me.com