Chapter Treasurer Position

Chapter Treasurer Position

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This article is the third in a series for the next year outlining the roles and responsibilities of our Chapter leadership (Board Members and Committees).  We encourage all our members to consider a leadership role in our Chapter. The experience is rewarding and your help is greatly appreciated.



Chapter Bylaws; Article 5, Section 4:

The treasurer shall collect and receipt for monies and securities; deposit funds, and disburse and dispose of the same, subject to the direction of the board; keep accurate books of account; submit a report at board meetings; and submit a report of office at the annual meeting. The treasurer shall perform other duties as assigned by the board.  The treasurer shall be bonded for the cash value of the treasury.  The treasurer shall serve for a term of two years, expiring in even numbered years, or until a successor is elected.

Primary Responsibilities:

  • Work with Chapter board to develop annual budget.
  • Work with the chapter’s accountant to maintain financial records of the chapter, including monthly reports, tax status, and annual audits.
  • Receive and distribute monthly financial reports to the board.
  • Coordinate chapter credit cards.

Additional Responsibilities:

  • Attendance to monthly Chapter Board Meetings (9-10 annually).
  • You are a member of the Chapter Executive Committee (Chapter President, President-Elect, Secretary, and Treasurer).
  • You are encouraged to attend the annual Great Lakes Regional Conferences for training.

Recommended Skills:

  • Financial and accounting skills
  • QuickBooks
  • Microsoft Word, Excel, and Outlook
  • Go-to-Meeting
  • Will be instructed in knowledge and access to Institute (CSI) leadership systems



Author: Gregg Jones

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