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Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

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Page 1: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Meet and Greet The DGE’s

English Language Department,Accounts Receivable and Club Account

Services

International Convention, Toronto, Canada

July 2014

Page 2: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Don’t get buried by the “Stack!”Don’t get buried by the “Stack!”

The job isn’tfinished until

the paperwork

is done!

Page 3: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

We Support the DG TeamWe Support the DG Team

For both your concerns and celebrations

Manage District Cabinet and Chairpersons

Support Healthy Clubs

Guiding Lions

Maximize Budget

Earn Club and DG Team Excellence Awards

Presidential Quarterly Zone/Region Chair Awards

Page 4: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Manage Your Team in MyLCIManage Your Team in MyLCI

Page 5: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Report Cabinet Officers and Chairpersons

• Cabinet Secretary and Treasurer

• One-Year Chairpersons

• Zone and Region Structure

• Zone/Region Chairpersons

CONTACT INFORMATION of DG Team (DG, 1VDG, 2VDG)

• Changes – Contact Your Coordinator

Filling the District CabinetFilling the District Cabinet

Page 6: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Filling the District CabinetFilling the District Cabinet

VACANCIES – First and Second Vice District Governor

• Contact your coordinator

• Hold the Special meeting

• Send documents and Biography forms to coordinators

• Approved officer is entered into system

DG Team Members are recorded by LCI staff

Page 7: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Supporting Club Health Supporting Club Health

Visit clubs early to assess health of clubs

• Club Health Assessment Report

• District Governor Re-Cap

• Service Activity Reports from MyLCI

• Pre-prepare you VR reports and USE the Comments section to note any issues or concerns about a club’s health

Page 8: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Club Status ChangesClub Status Changes

Page 9: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Club Status ChangesClub Status Changes

Page 10: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

HowHow to Maintain Good Standing Clubsto Maintain Good Standing Clubs

Page 11: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Good Standing Clubs Good Standing Clubs

Good Standing Amendment from July, 2013

Chapter V Clubs Paragraph B1 Good Standing is one:

a. Which is not in "status quo or financial suspension";

b. Which operates in accordance with the provisions of the International Constitution and By-Laws and International Board Policy;

c. Which has: 1) District (Single, Sub-and Multiple) dues and fees

paid in full; and 2) No unpaid balance of International dues and fees

greater than U.S.$10; and 3) No unpaid Lions Club International account

balance greater than U.S.$50, outstanding ninety (90) days or more.

Page 12: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Clubs in Financial Suspension Clubs in Financial Suspension

Clubs on suspension shall not:

(a)Conduct service activities (b) Conduct fund raising activities; (c) Participate in district and multiple district functions or seminars; (d) Participate in any voting procedures outside of the club (e) Endorse or nominate a candidate for district, multiple district and international office; (f) Submit Monthly Membership Report and report forms; (g) Sponsor a Lions club, or organize a Leo or a Lioness club.

Page 13: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Why is Financial Suspension necessary?Why is Financial Suspension necessary?

Prior to suspension, clubs with balances over $1,000 were placed on SQ and canceled.

Many clubs were lost because they could not pay the larger balances.

Smaller clubs accumulated balances for several years before being placed on SQ and were lost.

Page 14: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

OK, OK, So how can clubs avoid Financial Suspension?So how can clubs avoid Financial Suspension?

It’s easy!!! Really it is!!!

Suspension is predicable and the trend was flat over the past two years.

If it’s predictable, then it is avoidable.

Page 15: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Predictable?Predictable?

Page 16: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

OK, OK, So let’s work to avoid cancellation!! How?So let’s work to avoid cancellation!! How?

Great tools are available on MyLCI. Clubs can gain access, but they must register!!

You can help by encouraging clubs to register, especially the treasurer.

Online payments are easy and efficient. You can opt out of receiving paper statements too.

Page 17: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Information on MyLCIInformation on MyLCI

Page 18: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

What do I need to know?What do I need to know?

Suspension is the highest in November and May.

Make sure you review the DG RECAP emailed each month, especially in September and March.

Clubs should pay their balances before month-end.

Encourage clubs to register and view MyLCI.

Page 19: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

What do I need to know (continued)?What do I need to know (continued)?

Encourage club secretaries to view membership prior to dues billing at the least in June and December.

Maintain membership regularly.

Clubs must be in Good Standing to participate in local elections.

Dues billing must not exceed US$10 or US$50 over 90 days.

Page 20: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Any changes this year?Any changes this year?

Canadian ACH was introduced in July.

Euro ACH will be introduced as a payment option this year.

Pay Pal is coming.

Page 21: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

What else?What else?

Be prepared for stricter rules involving suspension, effective July, 2015.

Cancellation greater than two times will enable clubs to reactive.

So…

Page 22: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Let’s work together to avoid SuspensionLet’s work together to avoid Suspension

Get clubs registered online

Review DG RECAPS Regularly

Use available tools online to review membership and payments.

Contact us if you need assistance.

Thank you!Melinda Plott X6878

Page 23: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Club Status ChangesClub Status Changes

Page 24: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Certified Guiding Lion ProgramCertified Guiding Lion Program

Certify

• through self study or group

• Renew every 3 years

Club assignments

• A CGL may serve only 2 clubs at a time

• The term of service is 2 years

Page 25: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Reimbursement PolicyReimbursement Policy

Page 26: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Expense ReportingExpense Reporting

Page 27: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Club Building AwardsClub Building Awards

Club Rebuilding Award Certified Guiding Lion

Page 28: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Club Excellence and District Governor Team Award Applications

• Due date is September 30, 2015

• Report all officers in MyLCI to ensure their eligibility to receive an award as a member of the District Team

See website for early application criteria!

Awards from the 2013-2014 fiscal year will be mailed to YOU for presentation

Excellence Awards 2014-2015 Excellence Awards 2014-2015

Page 29: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

Leadership Succession (Convention)Leadership Succession (Convention)

Report 2014/2015 Convention Date!

• Timely creation of certified list

Immediately after convention – REPORT Results

• Convention Report – DA 20 confirms the results of your election

• Biography Forms - Incoming DG, 1VDG, 2VDG

• Minutes of convention

Page 30: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

We also SupportWe also Support

Redistricting Proposals

Single Club Transfers

Club Name Changes

Club Mergers

All of the Forms You Need are in the Member Center/Managing a District/District Resource Center

Page 31: Meet and Greet The DGE’s English Language Department, Accounts Receivable and Club Account Services International Convention, Toronto, Canada July 2014

English Language Department TeamEnglish Language Department Team

Esther Ancira – North American Coordinator X 6776

Chandra Ramaswamy – Oceana Coordinator X 6750

Debbie Schaubel – Service Clerk X 6865

Debra Richey – Service Clerk X 6810

Vivian Oliva – Data Specialist X 6745

Ann Laube – Manager X 6889

Rochelle Jordan – Department Assistant

Telephone: 630-468-6919Fax: 630-706-9273E-mail: [email protected]