Treasurers - PowerPoint PPT Presentation


5th MGA Treasurers Training Workshop

Discover the highlights of the 5th MGA Treasurers Training Workshop held in Jersey City, NJ on October 21, 2023. The event featured key presentations by industry experts, including Gerardo Barbosa and Lori Keller, addressing finance-related topics. Participants gained valuable insights into financia

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Addressing the Temporary Accommodation Crisis and Migration Pressures

The Society of District Council Treasurers recently discussed the temporary accommodation crisis, with speakers highlighting the challenges faced at both national and local levels. Issues such as the high number of people in temporary accommodation, housing shortages, and duty to provide relief were

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Essential Guidelines for New Treasurers in Political Organizations

As a new treasurer in a political organization, it's crucial to establish clear policies for document handling and financial management. Key steps include transferring important records, amending the statement of organization as needed, and understanding the purpose of different bank accounts. This

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NYU Law Financial Management Guidelines

NYU Law provides detailed guidelines on financial management, including account numbers, expense categories, and accessing financial reports. Treasurers are granted access to reports and a Box folder. Focus on reconciling budgets by tracking amounts posted to the GL column for accurate account balan

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School Treasurers Seminar 2020: Insights and Trends in Education Finance

Explore the School Treasurers Seminar 2020 held in Florida, organized by the Office of Education. Delve into enrollment trends, scholarship statistics, and insights on fraud prevention in educational institutions. Discover the impact of financial pressures and ethical considerations on fraud risk th

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Developing an Effective Employee Handbook for Municipal Treasurers Association of Wisconsin

This presentation by Mary L. Hubacher and Nancy L. Pirkey covers the importance of developing an employee handbook, including topics like fair treatment of employees, communication of expectations, and creating a resource for employees. It discusses the necessity of handbooks in both union and non-u

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AA Financial Guidelines and 7th Tradition Treasurers Workshop 2023

This information provides guidelines on financial matters for AA groups, including details on contributions, treasurer responsibilities, self-support, and the importance of the Seventh Tradition. It covers topics such as voluntary contributions, checks and balances, limits on expenses, and safeguard

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Understanding Club Funding and Responsibilities for Student Clubs

Student clubs may have funds allocated by the SBA Council, raised through fundraising efforts, or received as donations. Clubs are responsible for monitoring their finances across different accounts and submitting requests for supplemental funding when needed. Club treasurers play a crucial role in

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History of Midwest Officers from 1974 to 1997

Detailed information on the officers serving in the Midwest from 1974 to 1997, including Chiefs, Assistant Chiefs, Secretaries, Treasurers, and Sergeants of Arms. The evolution of leadership roles and personnel changes within the organization over the years is documented. The timeline spans through

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Village Officials Through History since 1957

Compilation of historical data on Village Trustees, Administrators, Public Works Directors, and Community Development Directors starting from 1957. Includes information on Village Clerks, Treasurers, Presidents, and Police Chiefs. Also lists Village populations and Presidents since 1957. Details of

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Financial Management and Cybersecurity: Essential Tips for Treasurers

A comprehensive guide covering topics such as budget development, treasurer's role responsibilities, and cybersecurity basics for treasurers. Learn about financial sustainability, board commitments, and protecting against cybersecurity threats like ransomware and spoofing scams. These insights aim t

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Clerk-Treasurers Conference Updates and Calendar for 2014/2015

Updates from the Clerk-Treasurers Conference in October 2014 revealed an increase in counties certifying net assessed values for 2015. Goals for 2014/2015 included achieving certified Budget Orders and on-time property tax bills. The preview of upcoming events highlighted key dates in the budget cal

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Effective Transition and Responsibilities of District Five Treasurers

Transition smoothly into the role of District Five Treasurer by organizing records, updating bank account signatures, and coordinating dues payments. Maintain good recordkeeping practices, track all financial transactions, and fulfill general responsibilities such as separating funds, collecting due

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Duties and Responsibilities of Town Treasurers in Massachusetts

Town treasurers in Massachusetts have specific duties such as giving an annual bond for faithful performance, receiving and handling town money, providing reports, being custodians of trust funds, and more. Failure to meet these responsibilities can lead to vacancy in office. The treasurer must foll

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Conference Financial Practices: SVdP Treasurer's Training Overview

This document provides an overview of the financial record-keeping and reporting requirements for conference treasurers of the St. Vincent de Paul (SVdP) organization in the United States. It covers the duties of the treasurer, retention requirements, annual conference report guidelines, and 1099 re

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Club Secretary and Treasurer Responsibilities in Kiwanis

Responsibilities of club secretaries and treasurers in Kiwanis include maintaining records, handling communications, reporting to the organization, managing finances, and fulfilling various administrative duties. Permanent files to be maintained, online reporting processes, and the importance of Kiw

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Finance Q&A for Treasurers and Chairs Overview

Explore the Finance Q&A session designed specifically for treasurers and chairs. Learn about expenditure, income, authorization rules, and more. Get insights into managing funds, completing forms, authorizing expenses, and raising income. Discover the roles of the finance team members and access hel

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