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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