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Treasurer

Position Description & DutiesPast Treasurers

Position Description & Duties

The Treasurer directs the financial affairs of the State Council.

Responsible To:

State Director

Responsibilities:
  1. Attend all State Council meetings, actively participating in Council matters.
  2. Maintain all financial records of the State Council required by law or the Society.
  3. Prepare, interpret and disseminate periodic financial status reports for approval by the State Council.
  4. Prepare annual budget of revenue and expenses and submit it for State Council approval.
  5. Maintain financial records and make financial transactions for all State Council events and programs.
  6. Oversee financial transactions and budgeting activities as carried out by the association management company.
  7. Chair the Finance Committee.
  8. Participate on the State Conference Committee with budgeting and income/expense monitoring.
  9. Perform other duties as assigned by State Director.

 

Requirements:
  • SHRM membership in good standing required.
  • SHRM certification preferred.

Term:
Serves a one-year term beginning the first day of January and ending the last day of December. May be re-elected for two additional terms for a total of three years.
 

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Contact Information

 

Annie Goffard, SHRM-CP
Treasurer

Ph: 920.265.0208

Term Start:  1/1/2024

Biography

Annie currently works at Oral Heath Partnership and uses her wide-range of experiences, charismatic heart, and deep-sense of loyalty to serve in the HR realm.  After attaining her Bachelor of Science degrees in Accounting and Business Administration from the University of Wisconsin-Green Bay, Annie was a finance manager, in charge of all financial transactions, before operating a successful certified home daycare for several years. She then joined a nonprofit as a bookkeeper, where she worked with the Finance committee and Executive Director to set and approve budgets, maintained all financial records, and provided financial status reports. She also pitched for an executive assistant role where she managed HR responsibilities and became highly skilled in recruiting, interviewing, hiring, orientation, benefit administration, and compliance. After gaining her SHRM professional certification in 2017 and experience with organizational strategic planning, she felt her diverse skillset would be best utilized in a full-fledged HR role and knew she would be passionate about giving back to the HR community. Using her experience as a parent as well as a past daycare provider, Annie understands many of the challenges employees face, making her approach unique. Annie has served on WISHRM’s Full State Council and Strategic Planning Chapter Support Committee, along with President of Green Bay Area Chapter SHRM, and has been an active member since 2018.

 

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