District39–ClubOfficerTraining
DistrictPage www.district39.orgDistrictTrainingPage www.district39.org/trainingToastmastersInternational www.toastmasters.org
District 39, Division ___, Area ____
Club #___________, Club Name: __________________
My Name: ___________________________
My Role: ___________________________
Club Office Name Phone
President
VP Education
VP Membership
VP Public Relations
Treasurer
Secretary
Sergeant At Arms
District Director: _________________ ç Operations, Administration
Program Quality Director: _________________ ç Education, Training, Events
Club Growth Director: _________________ ç Marketing, Club Building,
Member Retention
Club Leader Resources / Mentors
Division Director: _________________ ç Consistent Area Quality
AD Program Quality: _________________ ç Assist Education / Training
AD Club Growth: _________________ ç Assist Club Growth activities
Area Director: _________________ ç Consistent Club Quality
My Area Council (Club Leader Peers) Clubs in my Area Club President VP Education VP Membership
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Treasurer
Club Officer Training
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! Treasurer Role
Agenda
! Treasurer Responsibilities
! Treasurer Resources
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Session Objectives
! Identify your role ! Fulfill your
responsibilities ! Find resources that
help you
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Treasurer Role
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Treasurer Responsibilities
The Club Meeting
Outside the Club Meeting
The Executive Committee
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The Club Meeting
! Before Club Meetings ! During Club Meetings
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Before Club Meetings
! Prepare a financial report.
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During Club Meetings
! Collect membership dues.
! Report on club finances.
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Outside the Club Meeting
! Prepare a budget. ! Provide bank with a
bank signatory card. ! Collect and pay dues. ! Submit new member
applications. ! Issue checks for club
expenses. ! Keep financial
records.
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www.toastmasters.org
Outside the Club Meeting
! Present financial reports.
! Submit club accounts for audit.
! Attend executive committee meetings.
! Reconcile deposits, expenditures and cash on hand.
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Outside the Club Meeting
! Ensure club meets government tax regulations.
! Receive financial correspondence.
! Prepare for audit committee.
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The Executive Committee
! Prepare a budget. ! Present financial
reports. ! Submit club accounts
for audit. ! Work with executive
committee on Club Success Plan.
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! How ! When ! Who
! What
How to Fulfill the Treasurer Responsibilities
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! How will you fulfill this responsibility? ! When will each action be completed? ! Who is available to help you?
! What materials and resources can you use?
Treasurer Responsibility Action Plan
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Treasurer Resources
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www.toastmasters.org
! Attend district-sponsored club-officer training program.
! Read materials. ! Meet with outgoing executive committee. ! Meet with outgoing treasurer. ! Meet with current executive committee. ! Review Policies and Protocol. ! Prepare a budget.
Getting Started
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! Review records, financial reports and audit committee’s report.
! Provide bank with a signatory card. ! Create a record-keeping system, if needed.
Getting Started
www.toastmasters.org
Additional Resources
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This concludes the session.
Club Officer Training
8/25/18 Hello Fellow Toastmasters! It’s that time again. Our 6-month renewal dues have to be sent to Toastmasters International by October 1st. Please bring a check for $57.00, made out to Rydell High Toastmasters on or before the September 15th meeting. The $57.00 covers the $45.00 for International dues, and $12.00 for our club treasury. If you’re not able to attend any of those meetings, you can send it with another member, drop it off at my office, or mail it to me at:
Sandra Dee 1234 Elm St. Hollywood, CA 99999
If, for some reason, you don’t plan to renew this term, please let me know. Thanks a million, Sandra Dee Rydell High Toastmasters Treasurer 123-456-7890
DuesforApril1,2018throughSeptember30,2018PaidbyDannyZuko,ACB,ALB.
ToastmasterInternational(T.I.)(Dues) $45.00
RydellHighToastmasters(Dues) $12.00
PaymentReceivedApril1,2018 $57.00
PattySimcox
ClubPresident
JoinuseveryTuesday,12:05-1:00pm
RydellHighToastmasters
District39,Club1234
1234ElmStreet
Website:http://rydellhigh.toastmastersclubs.org
Email:[email protected]#:530-123-4567
I, am requesting funds from Placer's Gold Toastmaster's Club 6080
Amount
Miscellaneous
Paid by Check # By:
Date
Please Describe all Expenses below
Semi-Annual Dues for: Spring 2016 for 7 members
Placer's Gold Toastmaster Club #6080Reimbursement Request
Administrative Supplies
Special Events
Ad & Promotional Materials
Awards
Newsletter/Website Expenses
New Member Dues for: _______________________________________________
for the following purpose.
Educational Materials
Evaluation BEGINNER INTERMEDIATE ADVANCED
What level of knowledge of the topic did
you have prior to this session? � � �
Indicate to what degree you agree with the following statements about this session.
STRONGLY AGREE AGREE
NEITHER AGREE
NOR DISAGREE
DISAGREE STRONGLY DISAGREE
Overall, I was satisfied with the session. � � � � �
I will use the content to strengthen my
club. � � � � �
The learning objectives were met. � � � � �
Yes No
Will you implement at least one idea from this session in the next 30 days? � �
Write your comments about the session.
Indicate to what degree you agree that the facilitator demonstrated the following:
STRONGLY AGREE AGREE
NEITHER AGREE
NOR DISAGREE
DISAGREE STRONGLY DISAGREE
Solid knowledge of the subject matter � � � � �
Excellent presentation skills � � � � �
WorkingYourWaythroughaLevel
LogintoToastmastersinternational.org
ClickonPathways
• IfyouhavealreadyselectedyourPath or IfyouneedtoselectyourPath
• Clickon“AccessYourPaththroughBaseCamp Clickon“TaketheAssessment
• Inthecenterbox,chooseyourhomeclub AnswerthequestionsintheAssessment
• Clickon“LoginasMember” ChooseYourPath
• OpenyourPath(3options)a. Clickon“OpenCurriculum”b. Clickon“MyEducationTranscript”box,thenOpenCurriculum.c. Clickon“MyEducationTranscript”maroonbar,thenOpenCurriculum.
• Clickon“Activate”yourProject”• Clickon“Launch”yourProject”• Makesuretoenlargethewindowthatopenssothatyoucanseeallbuttons.• ReadthroughyourProjectwhichincludesthefollowingsections:
Atthebottomofeachpageisaboxwhichsays,“selecttomovetoanothersection”.Clickontheqtomovequicklytothesectionyouwant.
IntroductionToturnapageinyourproject,clickonthearrowattherightorleftofthepage.
YourAssignmentThispageincludestheProjectChecklistwhichyoucanview,printoutorsavetoyourLapTop.
AssessYourSkills–BeforeTomovethroughthe6question,Beforeassessment,clickonthenextbutton.
Competencies
5-6SectionsthatvarydependingontheLevel&PathIfapageopensup“grayedout”,readthedirectionsthenclickontheDirectionsbuttontoaccessthepage.
YourevaluationClickon“EvaluationResource”toopenyourEvaluationdocument.Print,saveorfillouton-line.YoucanalsoprintyourentireprojectfromtheEvaluationpage.
AssessYourSkills–After
Afteryourspeech,openyourprojectandreturntotheAssessYourSkills–Afterpage.Answerthe6
questionsagainandclicksubmit.
Level1Completion
• NoticechangesinyourPath
ü CurriculumProgressnowhasapercentageofcompletionfigure.(i.e.5%)
ü Level1Progresstrackernowhasapercentageofcompletionfigure.(i.e.10%)
ü ThereisaredcheckmarkoverIceBreaker.
ü TheredboxnexttoIceBreakerlinenowsays“Evaluate”.
Youhave10daystosendyourcommentstoTIregardingthisproject.
Youwillreceiveane-mailfromTIremindingyoutoevaluateyourproject.
ü Thenexttwoprojectsarenowavailableforyou.
Click“Activate’
Click“Launch”
Youmaycompletetheminanyorder.
ü Whenyouhavefinishedthe2nd&3
rdProjects,youarereadytogotoLevel1–Completion
Clickon“MarkComplete”.
Onceyouclickonthisbuttonane-mailwillbesenttotheVPEforapproval.
Thisbuttonwillchangeto“ViewCertificate”,youcanvieworprintyourcertificate.
OnceyourVPEhasapprovedyourLevelcompletion,Level2isnowavailabletoyou.
YoumayworkontheprojectsinLevel2inanyorderyouwish.
MarkComplete
Evaluation BEGINNER INTERMEDIATE ADVANCED
What level of knowledge of the topic did
you have prior to this session? � � �
Indicate to what degree you agree with the following statements about this session.
STRONGLY AGREE AGREE
NEITHER AGREE
NOR DISAGREE
DISAGREE STRONGLY DISAGREE
Overall, I was satisfied with the session. � � � � �
I will use the content to strengthen my
club. � � � � �
The learning objectives were met. � � � � �
Yes No
Will you implement at least one idea from this session in the next 30 days? � �
Write your comments about the session.
Indicate to what degree you agree that the facilitator demonstrated the following:
STRONGLY AGREE AGREE
NEITHER AGREE
NOR DISAGREE
DISAGREE STRONGLY DISAGREE
Solid knowledge of the subject matter � � � � �
Excellent presentation skills � � � � �