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David Berry on Oct 15, 2024. The agenda clarifies official duties, responsibilities, and the expected timing for actions across weekly, monthly, and yearly cycles. Key responsibilities include maintaining accurate club financial records, tracking income and expenses via a bank or school account, assisting budget creation, producing monthly and year-end financial updates, and ensuring independent review of financial records at year end. Guidance also covers budgeting purpose, what budgets must include, and a sample fundraiser budget with revenue, expenses, and net income comparisons.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/board-of-director-seminar-treasurer-roles-oct-15-2024-responsibilities-and-agenda/242762/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/board-of-director-seminar-treasurer-roles-oct-15-2024-responsibilities-and-agenda/242762.png","ImageObject",442,249,{"name":88,"@type":89},"Aditya","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-16","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":25},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are the Treasurer’s main responsibilities in this seminar?","Question",{"text":108,"@type":109},"The Treasurer maintains accurate club financial records, tracks income and expenses, assists with creating a budget, and supports budget and board decision-making through regular reports.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How does the expected workload vary across weekly, monthly, and yearly schedules?",{"text":113,"@type":109},"Weekly tasks focus on recording expenditures and income; monthly tasks emphasize reconciling records and presenting updates; yearly tasks include preparing and presenting the year-end financial report and handing records to the incoming Treasurer.",{"name":115,"@type":106,"acceptedAnswer":116},"What must a budget include, according to the document?",{"text":117,"@type":109},"A budget must include the period of time, income sources and amounts, expense specifics and amounts, and total net income (if any). 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David Berry  \nTreasurer • Roles  •   \nOct 15, 2024  \nResponsibilities  \nAGENDA  \n• You are the Treasurer  \n• Your Official Duties  \n• When you do What?  \n• You are the Keeper  \n• You are the Support  \nYour Job  \n• Maintain Accurate Club Financial Records  \n• Track Income and Expenses through a bank or school account  \n• Assist in Creating a Budget  \n• Create a monthly update report of finances and budget comparison  \n• Keep Historical Records safe for future use  \n• Ensure an independent person reviews financial records at Year End  \n• Contribute to Board of Directors decision making  \nWhat and When you are expected to do it!  \n| Weekly | Monthly | Yearly |\n| --- | --- | --- |\n| Approve all bills approved by Board | Reconcile records with Bank or school account information | Prepare and Present a Year End Financial Report |\n| Attend all club and BoD meetings | Keep financial records updated and present reports to Club and Board Meetings | Assist in Preparing a Budget for next year and have approved by BofD |\n| Record all club expendituresand income weekly | Present a comparative report of all Income and expenses with Budget | Hand all records over to the incoming Treasurer for next year |\n| Follow Financial advice from Faculty Adviser and/or Rotary Advisor | Attend BoD Meetings | Have the Club’s Faculty Advisor review all Y/E records |\n\nYou are the Number Keeper!  \n•Prepare the Budget  \n•Planning and Tracking  \n•Manage the Accounts  \nYou are the Number Keeper!  \n• Prepare the Budget  \n• Planning and Tracking  \n• Manage the Accounts  \nPrepare the Budget  \n• Purpose of the Budget  \n• Example of a Budget  \n• Comparative Report  \nPurpose of a Budget  \n• A Budget is a guide to Planning. It is a plan you write down to decide how you will spend your money  \n• A budget is an estimation of Income and Expenses over a fixed period  \n• Allows one to set goals, monitor progress and measure outcomes  \n\n| Fundraiser Budget |  |  |  |  |\n| --- | --- | --- | --- | --- |\n| Car Wash | Budget | Actual | Difference | Reason |\n| Revenue | $800 | $750 | ($50) | Rain forecast |\n| Expenses | $150 | $47 | $103 | Supplies Donated |\n| Net Income | $650 | $703 | $53 |  |\n\nPurpose of a Budget  \n• Go to the District 7090 for an Excel template for a Budget.  \n• The budget is for a period of time or for a specific project.  \n• Must Include  \n• Period of time  \n• Income sources and amounts  \n• Expense specifics and amounts  \n• Total Net Income (if any)  \n• Annual Budget will be the result of multiple budgets","cbCainajeH4g8PiL","https://ap.wps.com/l/cbCainajeH4g8PiL","pdf",1096595,22,"English","# Responsibilities\n## Agenda\n## Weekly, Monthly, and Yearly Duties\n## You are the Number Keeper\n## Prepare the Budget\n## Purpose of a Budget\n## Example Budget and Comparative Report","[{\"question\":\"What are the Treasurer’s main responsibilities in this seminar?\",\"answer\":\"The Treasurer maintains accurate club financial records, tracks income and expenses, assists with creating a budget, and supports budget and board decision-making through regular reports.\"},{\"question\":\"How does the expected workload vary across weekly, monthly, and yearly schedules?\",\"answer\":\"Weekly tasks focus on recording expenditures and income; monthly tasks emphasize reconciling records and presenting updates; yearly tasks include preparing and presenting the year-end financial report and handing records to the incoming Treasurer.\"},{\"question\":\"What must a budget include, according to the document?\",\"answer\":\"A budget must include the period of time, income sources and amounts, expense specifics and amounts, and total net income (if any). Annual budgets are formed by combining multiple budgets.\"}]","Board of Director Seminar - Treasurer Roles - Oct 15, 2024 - Responsibilities and Agenda | PDF",1789194410,8]