Guest Kerri Posted May 18, 2011 at 10:10 PM Report Share Posted May 18, 2011 at 10:10 PM I belong to an organization and we have elected a new secretary. She is also the secretary for several other organizations and we are having a conflict about who gets a copy of the treasurers report. In the past our organization has had the policy that the financial report is prepared by the treasurer and a copy is given to the president. The financial report is read at the meeting and the secretary puts the totals ie, Beginning Balance, receipts, disbursements, ending balance in the minutes of the meeting at which the report is read but does not get a copy of the financial report for her records. Those records are kept by the treasurer and the President. The lady who is now our secretary, used to be our president so she is used to having a copy of the financials. However, we have not provided the secretary with a copy in the past and we need to know which way is correct under Roberts Rules. Link to comment Share on other sites More sharing options...
Chris Harrison Posted May 18, 2011 at 10:27 PM Report Share Posted May 18, 2011 at 10:27 PM If you all have a policy in place specifying how the financial report is to be handled then you all should follow that policy. If the Secretary wants to change that policy she is free to try to gather the votes and you can point her to RONR pp. 293-299 for the details on how to do so. Link to comment Share on other sites More sharing options...
Josh Martin Posted May 19, 2011 at 02:28 PM Report Share Posted May 19, 2011 at 02:28 PM However, we have not provided the secretary with a copy in the past and we need to know which way is correct under Roberts Rules.RONR doesn't specify who is to keep the reports of officers. I would follow the organization's custom unless the assembly chooses to do otherwise. Link to comment Share on other sites More sharing options...
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