09/01/2023

Treasurer Job Description & Qualifications

Description

• Elected by the membership
• Two year term on board of directors, finance (chair), executive, and strategic planning committees

Board Responsibilities

• Assist executive office to monitor all association funds and securities
• Ensure full and accurate bookkeeping:
  • Review monthly financial statements prepared by executive office
  • Monitor reimbursement and financial procedures
  • Review financial records annually
  • Verify Internal Revenue Service Report filings as required by law
• Conduct finance committee meetings to plan budgets and review expenditures:
  • Communicate recommended expenditures to board of directors
  • Report budget allocations to appropriate committees/positions
  • Confirm summer Finance Committee meeting invitation with incoming treasurer
• Present written financial status at each board meeting
• Submit budget request for finance committee each year
• Present financial report at OAND annual meeting
• Perform other duties as typically vested in the office of treasurer

Transition of Treasurer

• Initiated by executive director and current treasurer
• Incoming Treasurer participates in the following as appropriate:
  • Budget planning and finance committee meetings
  • Contract negotiations with executive director/management company
• Orientation with written information about the following topics:
  • Budget planning
  • Reimbursement procedures
  • Executive office
  • Management services contract and committee responsibilities
  • Other pertinent information regarding duties

Qualifications

• Active member of Academy/OAND
• Experience in activities and operations of the association
• Participation in national and affiliate and/or district dietetic association activities
• Experience in financial management
• Served as treasurer of district, if possible

Requirements

• Serve two years as treasurer
• Attend all board functions

Responsibilities

• Member board of directors, executive committee, and strategic planning
• Financial officer of the association
• Chair of the finance committee
• Oversee association funds and securities
• Maintain accurate financial records
• Report association's financial status to board of directors and to members at annual business meeting
• Perform other duties generally vested in the office of treasurer and as outlined in OAND Bylaws and board of directors