The Treasurer Elect assists in directing the financial affairs of the State Council.
The Treasurer Elect’s primary responsibility is to shadow the Treasurer for 6-12 months and become familiar with all responsibilities. This position is also responsible for assisting the State Director and other Council members with various special projects. This position requires attention to financial data on a monthly basis. It is the expectation that this position attends Council Meetings and participates on the conference calls. The Treasurer Elect is invited to participate on the State Leadership Conference and State Conference monthly conference calls. The time commitment is greater during a month where there is a conference i.e. Legislative (two conferences), State Leadership Conference, State Conference. Because this position will participate in the annual budgeting process and the State Conference has a complex budget (takes place in October), the fourth quarter requires continual monitoring and prompt responses.
- Attend all State Council meetings, actively participating in Council matters.
- Assist with the preparation, interpretation and disseminating of periodic financial status reports for approval by the State Council.
- Participate on the Strategic Budget Planning Initiative.
- Assist with the preparation of the annual budget of revenue.
- Assist and observe financial transactions and budgeting activities as carried out by the association management company.
- Code and approve all expenses and sign checks.
- Participate on the State Conference Committee with budgeting and income/expense monitoring.
- Work closely with the State Council’s administrator.
- Perform other duties as assigned by State Director.
SHRM membership in good standing required.
Understanding of income and expense accounts, budgets and financial documents.
- SHRM certification preferred.
Serves a six-month term beginning the first day of July and ending the last day of December. In January will move into the Treasurer position.
Over the past six years at Walworth County I have been responsible for the oversight of the self-funded insurance budgets for health, dental, workers compensation and risk policies (includes liability and property insurance). These budgets require me to manage a range of $600,000 to $18 mil in annual expenses and revenues. I am responsible for the creation and presentation of these budgets to the upper management and county board. Once approved I am responsible to monitor they are performing correctly throughout the year and make recommendation to amendments if needed. Additionally, I have sat on several boards listed above and been responsible as a member for the approval of the produced financial statements for the organizations and assisting in making recommendations for changes if need be.
WI SHRM State Conference volunteer since 2006 in a variety of roles ranging from conference co-chair to leading the accommodations, volunteers, and exhibits committees. As a conference co-chair you are responsible for building the budget for the conference and assisting your committee co-chairs to work within the established budget. From
2014-2016 served as the Conference Liaison. This role has enlightened me on the different moving parts of our Council and how the 3 different conferences play a role in our organization as a whole. This role required a lot of attention to detail and the ability to negotiate contracts in the best interest of WI SHRM to keep each conference within budget. I previously held the role of Partnership/Sponsorship Director for WI SHRM. In this newly established role I was able to coordinate that effort and design a streamlined approach to WI SHRM current and future “Asks” to maintain a solid sponsorship budget for WI SHRM.