Term: Two year or as determined by the Board of Directors and Chapter Bylaws.
 
Eligibility:

• Member in good standing
• Previous service on the Board of Directors, preferably in a financial capacity
• Willing to give the time, energy, talents and enthusiasm required of the position
• Good organizational skills

 
General Responsibilities:

• Serve as a voting member of the Board of Directors and Executive Committee
• Chair of the Budget and Finance Committee
• Attend monthly Board of Directors meetings, chapter events and committee meetings
• Report on the strategies, successes and challenges of assigned committee meetings
• Act as coach, advisor and counselor to assigned committees
• Support and defend policies and programs adopted by the Board of Directors
• Submit agenda items for Board of Directors meetings in advance of meetings
• Ensure the fiscal responsibility of the committee(s) to which position is assigned
• Conduct transition meeting with successor
• Perform other duties that may be delegated by the chair and/or Board of Directors

Specific Responsibilities:

• Manage and supervise chapter financial efforts, including:
• Manage and report on assigned charges specified in Chapter Annual Plan to be completed as designated by Chairperson.
  • Fundraising – fundraising events for our designated charity, auction
  • Investments and reserves – CDs, mutual funds, prudent reserves
  • Bank Account – Checking and Savings
  • Investment Account
  • Special events – golf outings, tradeshows, special networking events
  • Strategic alliances – sponsorships, partnership marketing
• Maintain proper accounting procedures for the receipt and handling of funds, maintenance of financial records, and payment of all authorized invoices
• Ensure safekeeping of chapter funds in such banks, trust companies, and/or investment accounts as approved by the Board of Directors
• Renew all permits and authorized post office boxes
• Prepare annual operating budget in December for the following year and ensure compliance once approved by the Board of Directors
• Manage budget and update monthly.
• Ensure chapter is incorporated according to chapter minimum bylaws
• Comply with all government tax regulations and file chapter tax reports as required
• Ensure chapter complies with IAEE bonding requirements
• Present up-to-date financial statements at each Board of Directors meeting
• Research current funding, partnership and investment trends and topics pertinent to the chapter and report findings to Board of Directors
• Ensure chapter submits financial information to IAEE February and August of each year
• Manage our Financial Advisor and correspond monthly accordingly regarding updates and monthly reports.
• Manage agreements of all our monthly expenses (Quick Books, Constant Contact, Adobe, Wells Fargo, Financial Advisor, Chapter Administrator)

Time Commitment:

• Regular attendance at monthly meetings, Board of Directors meetings and Executive Committee meetings
• Attendance at board orientation and midyear retreat (assessment meeting)
• Attendance at all official chapter activities
• Attendance at Chapter Leaders Forum held in conjunction with Expo! Expo!
• Chapter financial records/activities (8 hours a month)