[Stc_presidents-discuss] [SPF] Re: Bookkeeper? Bank accounts? Credit unions?

President STCNE president at stcnewengland.org
Tue Aug 25 16:50:30 UTC 2015


Hi, everyone.

I cannot thank you all enough!

These are great suggestions, and I am going to act on a number of them.

Sincerely,

Nancy

On Tue, Aug 25, 2015 at 11:45 AM, Ann L. Wiley Consultants Inc. <
ann at annlwiley.com> wrote:

> In the Rochester Chapter, a long-time member and past STC President
> conducted a yearly audit in behalf of the chapter for many years. A yearly
> audit is a good addition to any set of chapter procedures. It protects both
> the chapter and the treasurer. I have a personal issue with having someone
> paid to audit the work of a volunteer. As a volunteer treasurer I would
> always require a yearly audit by at least one other member of the
> organization--that member also being a volunteer. I’m a church treasurer,
> and this is our arrangement. Church finance volunteers are possible
> volunteers to be STC Chapter treasurers.
>
>
>
> Lori mentioned updating the guidelines for chapter treasurers. SIGs are
> different, because they do not handle funds. STC handles deposits and
> disbursements. The concern for SIGs is that any expenditures be properly
> approved. I hope the board will be able to review the guidelines for
> treasurers again soon. I have no particular questions, but would be happy
> to help if that is useful.
>
>
>
> Ann L. Wiley, CNY
>
>
>
>
>
> *From:* stc_presidents-discuss-bounces at mailer.stc.org [mailto:
> stc_presidents-discuss-bounces at mailer.stc.org] *On Behalf Of *
> julie.waxgiser at thomsonreuters.com
> *Sent:* Tuesday, August 25, 2015 9:22 AM
> *To:* marsha.jennerjohn at schneider-electric.com;
> president at stcnewengland.org
> *Cc:* stc_presidents-discuss at mailer.stc.org;
> stc_presidents-discuss-bounces at mailer.stc.org
> *Subject:* Re: [Stc_presidents-discuss] [SPF] Re: Bookkeeper? Bank
> accounts? Credit unions?
>
>
>
> Hello, all.
>
>
>
> The NY Metro chapter echoes what the Eastern Iowa Chapter says.
>
>
>
> I have two things to add:
>
>
>
> *PROCESS DOCS*
>
> Our chapter uses Google Drive (although any type of repository suffices).
> We have Process docs that we have created and still create for everything –
> roles, processes, etc. Each process doc includes who does what and when
> (actors), templates of emails to be sent, links to requisite documents and
> forms (also on Google drive), and the like.
>
> This practice might be helpful for other communities. (Hey! I might have
> just came up with our next application for a Pacesetter award!)
>
>
>
> *LONG-STANDING TREASURER*
>
> I spoke to Aiessa Moyna, who was the treasurer of STC before Jane Wilson.
> She said that if you have a long-standing treasurer for a number of years
> (no number specified), it is a good practice to have an independent auditor
> (a CPA, perhaps) take a one-time look at your community’s books. You might
> be able to negotiate a rate with the auditor or even find one to do the job
> pro bono. If there are ethical concerns with a pro bono audit of your
> books, you might want to consult the CAC or Jane Wilson.
>
>
>
> Thanks,
> Julie Waxgiser
>
> STC NY Metro
>
>
>
> *From:* stc_presidents-discuss-bounces at mailer.stc.org [
> mailto:stc_presidents-discuss-bounces at mailer.stc.org
> <stc_presidents-discuss-bounces at mailer.stc.org>] *On Behalf Of *
> marsha.jennerjohn at schneider-electric.com
> *Sent:* Tuesday, August 25, 2015 8:58 AM
> *To:* President STCNE
> *Cc:* stc_presidents-discuss-bounces at mailer.stc.org; Presidents' Email
> List
> *Subject:* [SPF] Re: [Stc_presidents-discuss] Bookkeeper? Bank accounts?
> Credit unions?
>
>
>
> G'day All,
>
> The Eastern Iowa Chapter has never had a paid bookkeeper.  Treasurer is an
> elected position, and we have had the same one for several years.  He does
> a wonderful job.  I do agree that an update of the STC information would be
> helpful.
>
> Marsha
> President, STC Eastern Iowa Chapter
>
> _____________________________________________________________________________________
>
> *Marsha Jennerjohn*  |  * Schneider Electric   |  Partner Business*  |   *United
> States*  |   *Senior Technical Writer*
> *Phone:* +1-319-369-6322  |   *Mobile:* +1-319-431-7089
> *Email:* marsha.jennerjohn at schneider-electric.com  |   *Site:*
> www.schneider-electric.com  |   *Address:* 3700 Sixth St. SW, Cedar
> Rapids, IA 52404 USA
>
> *** Please consider the environment before printing this e-mail
>
>
>
>
> From:        President STCNE <president at stcnewengland.org>
> To:        "Presidents' Email List" <stc_presidents-discuss at mailer.stc.org>,
>
> Date:        08/24/2015 08:09 PM
> Subject:        [Stc_presidents-discuss] Bookkeeper? Bank accounts?
> Credit unions?
> Sent by:        stc_presidents-discuss-bounces at mailer.stc.org
> ------------------------------
>
>
>
>
> Hi, everyone.
>
> Our paid bookkeeper, who has worked for STC New England for 12 years, is
> leaving us in December.
>
> We must learn everything we can from her in the next four months, while
> also referring to the *Guidelines for STC Community Treasurers*,
> published in March 2011.
>
> My questions to this list are:
>
> 1.        Do you have a paid bookkeeper? Are you happy with the
> relationship?
> 2.        If you don't, but rely on an STC chapter member, do you keep
> that person on year after year?
> 3.        If you have frequent turnover, how do you handle it? How do you
> find qualified people?
> If you have any particular advice or godly admonitions for us, lay them on
> us!
>
> Thanks.
>
> --Nancy Allison
> STC New England
>
>
>
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