May 2014Key Chapter Board Roles &

Responsibilities

President

Treasurer

Education

Programs

Role of the Chapter: PresidentChief Executive Officer for the ChapterProvides the direction for the organizationChairs all of the meetings of the chapter (BoD and PDM)Serves as the face of the organization for any communications

Considerations for the Chapter: PresidentFamiliar with all BoD positions and their dutiesFollow-up on activities during the monthVolunteer staff is different than paid staffC-BAR sections: A, E, H, J

Transition TrainingRole of the Chapter:

President Treasurer Education V.P. Programs V.P.

Role of the Chapter: TreasurerEstablishes the Fiscal Budget for the chapterPays all bills relating to chapter expensesEnsures all monies received by the chapter are properly received and maintainedMaintains financial records for Chapter

Transition TrainingRole of the Chapter:

President Treasurer Education V.P. Programs V.P.

Considerations for the Chapter: TreasurerAnnual Audit/Letter of Assertion to APICSVerify cash receipts/disbursementsMonthly finance report to BoD

(Excel, Quicken, QuickBooks, etc.)C-BAR sections: F

Transition TrainingRole of the Chapter:

President Treasurer Education V.P. Programs V.P.

Role of the Chapter: Education V.P.Establishes instructor compliance to CPASchedules all instructors to ensure all classes have trained instructorActs as liaison for chapter in all educational offerings

Transition TrainingRole of the Chapter:

President Treasurer Education V.P. Programs V.P.

Considerations for the Chapter: Education V.P.

Instructor evaluationsPrepare Education Schedule

Dates, times, place, fees, Promote Education OfferingsRemember APICS Online and Corporate Offerings

Rebates and WIN-WIN-WINC-Bar Sections: D

Transition TrainingRole of the Chapter:

President Treasurer Education V.P. Programs V.P.

Role of the Chapter: Programs V.P.

ProgramsArrange chapter professional development meetings with good speakers. Send each confirmed speaker a letter …Obtain speaker bio and event description … Arrange for a speaker gift.

Transition TrainingRole of the Chapter:

President Treasurer Education V.P. Programs V.P.

#1 QuestionWhere the heck do I get speakers and topics ??ConferenceAPICS Speaker listOther ChaptersEmployersOther professional organizationsCalendar ? Community organizations/Politicians C-BOX Pre made PDM

Thank you

Questions?Comments?