Society for Design Administration

Society for Design Administration

Treasurer

Position Description

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Treasurer

Position Description

Position Description:

The Treasurer is responsible for the safeguard of all funds for the organization.This includes the review and approval of the organization’s financial records, in concert with the Executive Director, in such form and detail as to permit preparation of financial reports for the Board and others. The Treasurer also serves on the Executive Committee and Board of Directors.

What to Expect:

An estimated time commitment of three (3) to five (5) hours per week on monthly commitments and reports, which includes, but are not limited to, Treasurer’s Report, budget reports, contact with assigned chapters, monthly ExCom phone conference, monthly ExCom/National Committee Chairs conference call, quarterly ExComfinancial conference calls (as part of regular ExCom phone conference), and quarterly ExCom/Town Hall Chapter Leadership conference calls.Expect extra tasks / preparations for EDSymposium as required.Ability to respond to email in a timely manner is required.

Time/Financial Expectations:

Event/Task / Time Commitment / Funded by SDA / Not
Funded / Anticipated Dates
EDSymposium (including ExCom Planning Meetings) and Annual business Meeting / 7 days / Airfare, ½ hotel / ½ hotel, registration, meals / May
ExCom/ Strategic Retreat / 4 days / Airfare, ½ hotel, meals / ½ Hotel, meals / Summer
ExCom Monthly Phone Conference / 1.5 hours/month
ExCom/Committee Chairs Conference Calls (plus prep) / 1.5 hours/month / N/A / N/A / Per schedule
ExCom/Chapter Leadership Quarterly Conference Calls (plus prep) / 1.5 hours/qtr / N/A / N/A / Per schedule
ExCom Quarterly Financial Conference Calls included in monthly ExCom call / 1.5 hours / N/A / N/A / Per schedule
Chapter Liaison Assignments / 1-2 hours/month / N/A / N/A
National Committee Liaison Assignments / 2-3 hours/month / N/A / N/A
Officer Bulletin (1) / 2-4 hours / N/A / N/A / Per schedule
Chapter Communication Email Template (2) / 1-2 hours / N/A / Per schedule
Miscellaneous email correspondence and tasks / 1-2 hours/week / N/A / N/A
Work on initiatives undertaken / 1-2 hours/week
Budget vs. Actual Report Review / 1-2 hrs./month / N/A / N/A / Quarterly per schedule
Treasurer’s Report to ExCom / 1-2 hours/month / N/A / N/A

Duties and Responsibilities:

Treasurer

Reviews the monthly financial reports and semi-monthly check-run detail reports produced by National HQ and takes action as needed

Prepares quarterly review of financials prepared by Headquarters and report to ExCom

Prepares and submits annual financial report to Board of Directors and Members

Develops National Budget for review and approval by ExCom

Compiles Committee Budget requests for National Budget

Compiles required Annual Chapter Financial Reports

All ExCom

Attends Annual EDSymposium

Attends Annual Business Meeting at EDSymposium

Attends ExCom working meeting and ExCom transition meeting at EDSymposium

Prepares and presents position-specific section of Annual Report at Annual Business Meeting.

Attends ExCom Strategic Retreat (summer)

Prepares monthly Treasurer’s Report to ExCom, noting all activity / action, items of interest or concern, and status of tasks for that month. Distributes to ExCom for monthly conference call

Participates in all monthly ExCom conference calls, including quarterly financial review

Participates in all Monthly ExCom / National Committee Chairs Conference Calls

Participates in all Quarterly ExCom / Chapter Leadership Conference Calls

Liaison to a number of chapters, as assigned by President

Participates in all conference calls for liaison committees

Supports the President, as needed, in overseeing and mentoring committee activities

Authors articles for various SDA publications as determined in schedule

Monitor website group discussions per scheduled assignment, and contributes as needed to ensure responses (or researches responses if unable to personally answer)

Create chapter communication for use by all ExCom member per scheduled assignment (twice per year)

Create Officer Bulletin one time during term, per scheduled assignment

Complete tasks and assignments required and/or requested by President, President-Elect, and Executive Director

Holds one vote on the Board of Directors

Committee Responsibilities:

Chairperson of National Finance Committee

Adhoc committees as needed to perform additional assignments

Budgets Responsible to Develop:

National Budget preparation

Revised 05/01/14-BN