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