Treasurer

Position Description & Duties

The Treasurer manages and directs the financial affairs of the State Council, serves on the Finance and Executive Committees, and is an Officer of the State Council.

Responsible To:
State Director

Responsibilities:

• Maintain all financial records of the State Council required by law or by SHRM, with the assistance of the association management company.
• Prepare, interpret, and disseminate financial status reports for approval by the State Council at scheduled meetings with the assistance of the association management company.
• Prepare, receive feedback and submit the annual revenue and expenses budget for State Council approval.
• Review, approve, and process all financial transactions for all State Council events and programs.
• Oversee financial transactions and budgeting activities transacted by the association management company.
• Serve as Chair of the Finance Committee.
• Serve on the State Conference, Workplace Policy Conference, and Volunteer Leader Conference Committees with budgeting and income/expense monitoring.
• Review, update, and communicate the Council and Chapter Leader Benefits annually.
• Facilitate renewal of the association management company contract with the State Director.
• Monitor, review, and communicate chapter payouts to State Council and Chapter Leaders.
• Perform other duties as assigned by the State Director.

• Proficient understanding of the budgeting process.
• Excellent time management and organizational Skills.
• Strong written and verbal communication Skills.
• Basic/Intermediate proficiency in Excel.
• Team oriented.
• Ability to advocate for the State Council and SHRM.
• Ability to assist with recruiting potential WI SHRM State Council members.
• Previous SHRM volunteer leader experience is preferred.

• Must be a SHRM member in good standing.  SHRM-CP or SHRM-SCP certification is highly desirable.
• Regular attendance at State Council and Executive Committee meetings is expected.
• Attendance at the WI SHRM Volunteer Leadership Conference and annual Strategic Planning Meeting is expected.
• Attendance at all other WI SHRM events is highly recommended.

• The Treasurer position is filled by the Treasurer-Elect and not by election. The Treasurer-Elect is nominated by the State Director and is elected by a majority vote to serve a one-year term.
• May serve two consecutive one-year terms beginning the first day of January and ending the last day of December. May be reappointed for one additional one-year term for three years.

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