Grand Recorder’s and Grand Treasurer’s Conference August 13, 2021

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

 

Leave a Comment

Your email address will not be published.