Course:
TM 145 - Record Keeping

Course Description:
The course explains the duties of the Club Secretary and Club Treasurer,
specifically the recording of financial, business and historical records. How
to prepare the business minutes and maintain an active membership roster. How
to administer and track funds, e.g. collect dues, pay bills. How to prepare a
Club Budget. How to process a new member application.

Length:  55 minutes

Target Audience:
Secretary
Treasurer
Presidents

Course Objectives & Goals:
At the conclusion of the course: 
 a. the Secretary will be able to record the business meeting minutes and
know the standard "order of business";
 b. the Secretary will be able to maintain the Club roster, mailing list,
attendance and historical records;
 c. the Secretary will be aware of the intent and use of the Club
Constitution and Bylaws and will be able to prepare the Club credentials or
proxies;
 d. the Treasurer will be able to maintain the financial records of the Club,
specifically the Club checking account and the TI Club account;
 e. the Treasurer will know what comprises a Club budget and will be able to
prepare or assist in the creation of the Club budget; and
 f. the Secretary and the Treasurer will be able to prepare a new member
application, expedite its submittal to TI, and record the new member on the
active membership roster.

Instructional Format:
Lecture and Group discussion 

Topics Outline:
Role of the Club Secretary
 Roster and Mailing Lists
 Attendance and Active Membership
 Preparation of Business Meeting Minutes
 Club Constitution and Bylaws
  Quorum
  Proxies
 Membership and Historical Records
 Semi-Annual Per Capita Reports

Role of the Club Treasurer
 Collection of Dues
 Payment of Bills
 Club Checking Account
 TI Club Account and ordering of supplies    or materials from TI, Mission
Viejo
 The Treasurer's Report
 Preparing and Maintaining a Budget
 Audits
 Taxes