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NACCAP EXECUTIVE COMMITTEE TRANSITION
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As you begin the transition out of your current role on the NACCAP Board of Directors Executive Committee, please take some time to review and complete this document as it pertains to your position. The goal of this document is to provide you, your successor, and the board a smooth and successful transition.

Vice President for Finance

ROLE

The Vice President for Professional Development, leads a team of three at-large members representing each of the organization’s constituency groups. The Finance Committee is charged with ensuring that quarterly financial reports are provided to the Board, with the executive director receiving a monthly budget report, including revenue and expenditures. Develop annual budget and present it to the Board for approval.

AREAS OF RESPONSIBILITY

  • Annual Budget – Develop and submit the recommended annual budget for review by the full board and approved by the membership. Ensure quarterly budget reports to the board and monthly reports to the Executive Director.
  • Investment Management – Monitor investment strategies to ensure future viability of the organization.
  • Revenue – Generate ideas for additional revenue streams.
  • Audit Oversight – Receive, review and submit the audit for approval. Resolve any audit discrepancies.
  • Compliance – Ensure compliance with all tax and payroll regulations.
  • Budgeting for New Initiatives – Develop budget proposals for new initiatives.

COMMITTEE MEETING FREQUENCY

Twice annually including Annual Conference, with executive committee conference calls as needed.

  
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As you begin the transition out of your current role on the NACCAP Board of Directors Executive Committee, please take some time to review and complete this document as it pertains to your position. The goal of this document is to provide you, your successor, and the board a smooth and successful transition.
As you are transitioning out of your role on the executive committee, please take some time to provide a response to the following questions:
Review the above role, areas of responsibility, and committee meeting frequency information. Are there any changes that need to be made to the above information?
List current committee initiatives either in progress or upcoming.
List current executive committee members: (name, role, organization, email, phone)
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