Tentative Schedule for Recorder’s and Treasurer’s Conference
- Attendance is open to all Companions
- We are planning a “hybrid” session that will be available by Zoom for your participation. We are working to make this happen, but are not positive that connectivity will be available.
- While you will be able to pose questions and interact, it will be through the monitoring Companions, not necessarily direct (planning at this point).
- 0900 Welcome and Introductions – Monty? Trustees?
- 0915 Programs Introduction and Resources – Stephen Balke
- 0930 Start with the Beginning – Stephen Balke
- What do we do?
- How do we do it?
- The Daily Grind
- 1000 It May Tax Your Time… – Chuck McCollum
- Intro – the 990
- Employees 940, 941, 944
- Some Tips
- 1030 Break
- 1040 Membership and Data – Kevin Sample
- What do you need to store?
- How do you store it?
- Eyes on MMS.
- 1130 Roundtable – Questions
- 1145 Lessons Learned and Path Forward
- Recorder’s and Treasurer’s Conference
- Future Topics
- Rate this Conference