Robert Dingus Posted November 15, 2018 at 12:13 PM Report Share Posted November 15, 2018 at 12:13 PM We have a situation, where our Constitution does not call out the specific duties of the Treasurer as part of the Executive committee. However this person must be a member of the Finance committee, but cannot be the Chair. Finance does not report to the Treasurer they are independent. other than giving the monthly report high level overview of our finances what are we missing. our Treasurer was working outside of the Finance committee with a newly hired bookkeeper and logging their hours in excess of the allocated amount without the concent or knowledge of the Finance Committee Chair, or the rest of the board. need some guidance as he feel severely wounded, at the rebuke he got for stepping out on his own. Robert Dingus Quote Link to comment Share on other sites More sharing options...
Chris Harrison Posted November 15, 2018 at 02:34 PM Report Share Posted November 15, 2018 at 02:34 PM Time to amend those bylaws to be more specific as to the Treasurer's duties so this (hopefully) doesn't come up again. I can understand him being upset at getting rebuked for doing what he thought was being helpful but it probably isn't a good idea to spend or work with the organization's money unless he has clear authority to do so. Quote Link to comment Share on other sites More sharing options...
Richard Brown Posted November 15, 2018 at 03:28 PM Report Share Posted November 15, 2018 at 03:28 PM 3 hours ago, Robert Dingus said: We have a situation, where our Constitution does not call out the specific duties of the Treasurer as part of the Executive committee. . . . (remainder of post omitted) Perhaps this language on page 461 of RONR regarding the position of Treasurer in the section on Officers will be helpful and perhaps provide some guidance in amending your bylaws: TREASURER, AND FINANCIAL SECRETARY. The treasurer of an organization is the officer entrusted with the custody of its funds. The treasurer, and any other officers who handle funds of the society, should be bonded for a sum sufficient to protect the society from loss. The specific duties of the treasurer will vary depending on the size and complexity of the society; but this officer cannot disburse funds except by authority of the society or as the bylaws prescribe. The treasurer is required to make a full financial report annually or as the bylaws may prescribe, and to make such interim reports as the assembly or the executive board may direct. (For the suggested form of this annual report in simple cases, see pp. 477–79.) In ordinary societies, tasks incident to the collection of dues from members are a part of the treasurer's duties unless the bylaws provide otherwise. Much clerical work may be attached to this function, however, in large organizations, in societies where dues are payable in frequent installments, or in societies that suspend the voting-membership rights of members who fall in arrears in dues payments (see pp. 6, 406, 571–72). In such cases some organizations have, in addition to the treasurer, a financial secretary —an officer whose usual duties are to bill members for their dues and to receive payment of them, to maintain a ledger of each member's account, and to turn over to the treasurer and obtain his receipt for moneys received. Quote Link to comment Share on other sites More sharing options...
Robert Dingus Posted November 15, 2018 at 03:49 PM Author Report Share Posted November 15, 2018 at 03:49 PM thank you, I will get this to him, so we an get the bylaws amended, and updated for our modern times. Robert Dingus Quote Link to comment Share on other sites More sharing options...
Gary Novosielski Posted November 15, 2018 at 06:51 PM Report Share Posted November 15, 2018 at 06:51 PM 6 hours ago, Robert Dingus said: We have a situation, where our Constitution does not call out the specific duties of the Treasurer as part of the Executive committee. However this person must be a member of the Finance committee, but cannot be the Chair. Finance does not report to the Treasurer they are independent. other than giving the monthly report high level overview of our finances what are we missing. our Treasurer was working outside of the Finance committee with a newly hired bookkeeper and logging their hours in excess of the allocated amount without the concent or knowledge of the Finance Committee Chair, or the rest of the board. need some guidance as he feel severely wounded, at the rebuke he got for stepping out on his own. Robert Dingus If, as you say, the FInance Committee and the Treasurer are independent, why was the Treasurer rebuked for stepping out on his own? Quote Link to comment Share on other sites More sharing options...
Robert Dingus Posted November 16, 2018 at 03:17 PM Author Report Share Posted November 16, 2018 at 03:17 PM he was rebuked as our bylaws state what he was doing was a function of the finance committee specifically. I went through all of our Board files, and there are no hard rules or duties for the Treasurer to follow. in the past 15 years this has not happened. its a first. Robert Dingus Quote Link to comment Share on other sites More sharing options...
Guest Zev Posted November 16, 2018 at 09:39 PM Report Share Posted November 16, 2018 at 09:39 PM Sounds like the treasurer was taking the initiative and the finance committee probably should have been censured for not doing their jobs. Consider this possibility. Quote Link to comment Share on other sites More sharing options...
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