May 2014Key Chapter Board Roles &

Responsibilities

President

Treasurer

Education

Programs

Role of the Chapter: President

Chief Executive Officer for the Chapter

Provides the direction for the organization

Chairs all of the meetings of the chapter (BoD and PDM)

Serves as the face of the organization for any communications

Considerations for the Chapter: President

Familiar with all BoD positions and their duties

Follow-up on activities during the month

Volunteer staff is different than paid staff

C-BAR sections: A, E, H, J

Transition Training

Role of the Chapter: President Treasurer Education V.P. Programs V.P.

Role of the Chapter: Treasurer

Establishes the Fiscal Budget for the chapter

Pays all bills relating to chapter expenses

Ensures all monies received by the chapter are properly received and maintained

Maintains financial records for Chapter

Transition Training

Role of the Chapter: President Treasurer Education V.P. Programs V.P.

Considerations for the Chapter: Treasurer

Annual Audit/Letter of Assertion to APICS

Verify cash receipts/disbursements

Monthly finance report to BoD

(Excel, Quicken, QuickBooks, etc.)

C-BAR sections: F

Transition Training

Role of the Chapter: President Treasurer Education V.P. Programs V.P.

Role of the Chapter: Education V.P.

Establishes instructor compliance to CPA

Schedules all instructors to ensure all classes have trained instructor

Acts as liaison for chapter in all educational offerings

Transition Training

Role of the Chapter: President Treasurer Education V.P. Programs V.P.

Considerations for the Chapter: Education V.P.

Instructor evaluations

Prepare Education Schedule

Dates, times, place, fees,

Promote Education Offerings

Remember APICS Online and Corporate Offerings

Rebates and WIN-WIN-WIN

C-Bar Sections: D

Transition Training

Role of the Chapter: President Treasurer Education V.P. Programs V.P.

Role of the Chapter: Programs V.P.

Programs

Arrange 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 Training

Role of the Chapter: President Treasurer Education V.P. Programs V.P.

#1 Question

Where the heck do I get speakers and topics ??

Conference

APICS Speaker list

Other Chapters

Employers

Other professional organizations

Calendar ?

Community organizations/Politicians

C-BOX Pre made PDM

Thank you

Questions?

Comments?