Treasurers Update Fall Meeting 2019 Margie Burke GWR
Treasurers Update Fall Meeting 2019 Margie Burke, GWR Treasurer 2018 -2020
Agenda ▪ Accomplishments ▪ Updates and Information ▪ Upcoming tasks ▪ Region ▪ SIA Communications ▪ Frequently Asked Questions
Accomplishments ▪ Filed Annual Dues ▪ Submitted Donation for Founders Pennies ▪ Updated SIA Roster ▪ Club Audit or Review of last years records ▪ Reported Club’s Financial Statements ▪ Secured Insurance for Insurance Coverage ▪ Collection/Disbursement of Funds
Leadership Training – August 2019
Updates and Information ▪ Filing New Member Dues ▪ Soroptimist International of the Americas ▪ Golden West Region
Upcoming Tasks ▪ Filing of Tax Forms ▪ Federal ▪ State ▪ Leading/Participating in Budget ▪ Attend Region Conference ▪ Other
Region ▪ Working on Pay. Pal process of dues ▪ Treasurers Workshop at Spring Conference
SIA Communications ▪ New COO/CFO ▪ Reminder of Filing Taxes (Not-for. Profit Status) ▪ Use of SIA website
Frequently Asked Questions ▪ When do we have to pay dues for new members? ▪ Do we need to pay dues to both SIA and GWR? ▪ Why does the GWR need the SIA Form 5008 or 5010? ▪ What do I do if a club member does not pay dues?
Questions Margie Burke, GWR Treasurer Margieb. gwr@gmail. com 480 -213 -9528
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