Announce the appointment of the new Treasurer to the team
2
Provide a job description and expectations to the new Treasurer
3
Schedule an orientation meeting with the new Treasurer
4
Provide the new Treasurer with access to finances and banking details
5
Review and explain financial regulations and protocols
6
Approval: Financial Protocols
7
Introduce the new Treasurer to the accounting team
8
Overview of current financial situation and recent financial reports
9
Train the new Treasurer on financial software and tools
10
Provide contact details for external auditors and tax advisors
11
Discuss the Treasurer's role in financial meetings and decision making
12
Approval: Meeting Roles
13
Share details of upcoming financial projects and priorities
14
Arrange a meeting with the President or CEO
15
Provide a list of key internal and external stakeholders
16
Assign a mentor for the initial integration period
17
Meet with the outgoing Treasurer for any specific guidance
18
Approval: Outgoing Treasurer Guidance
19
Define the timetable for routine financial and audit reports
20
Inform about the relevant training opportunities
Announce the appointment of the new Treasurer to the team
Compose a friendly announcement to inform the team about the appointment of the new Treasurer. Highlight their qualifications, experience, and how they will contribute to the team's success. Remind the team to congratulate and welcome the new Treasurer.
Provide a job description and expectations to the new Treasurer
Create a job description and expectations document for the new Treasurer. Clearly outline their responsibilities, reporting structure, goals, and any specific requirements. This will serve as a reference for the new Treasurer to understand their role.
Schedule an orientation meeting with the new Treasurer
Arrange an orientation meeting with the new Treasurer to introduce them to the organization, its culture, values, and mission. Provide an overview of the treasurer's role in the organization and ensure they have the necessary information to navigate their responsibilities.
Provide the new Treasurer with access to finances and banking details
Grant the new Treasurer access to necessary financial systems, banking accounts, and relevant software. Ensure they have the required usernames, passwords, and any additional access credentials. This will allow the Treasurer to perform their duties effectively.
Review and explain financial regulations and protocols
Provide an overview of financial regulations and protocols that the new Treasurer needs to follow. Explain the importance of compliance and the consequences of non-compliance. Offer guidance and answer any questions the new Treasurer may have.
Approval: Financial Protocols
Will be submitted for approval:
Review and explain financial regulations and protocols
Will be submitted
Introduce the new Treasurer to the accounting team
Introduce the new Treasurer to the accounting team members. Share brief profiles and roles of each team member. Encourage the new Treasurer to establish connections and foster collaboration with the team.
Overview of current financial situation and recent financial reports
Provide an overview of the organization's current financial situation. Share recent financial reports, including income statements, balance sheets, and cash flow statements. Highlight key figures, trends, and any significant financial developments.
Train the new Treasurer on financial software and tools
Conduct a training session for the new Treasurer on the financial software and tools used in the organization. Familiarize them with the functionalities, data entry procedures, and reporting capabilities. Ensure they are comfortable using the tools.
1
QuickBooks
2
Xero
3
Sage
4
FreshBooks
5
Zoho Books
Provide contact details for external auditors and tax advisors
Share contact details of external auditors and tax advisors with the new Treasurer. This will allow them to reach out for assistance or inquiries related to auditing, tax compliance, and any other financial matters requiring expert advice.
Discuss the Treasurer's role in financial meetings and decision making
Explain the Treasurer's role in financial meetings and decision-making processes. Clarify their responsibilities and the extent of their authority. Provide examples of situations where the Treasurer's input is valuable or required.
Approval: Meeting Roles
Will be submitted for approval:
Discuss the Treasurer's role in financial meetings and decision making
Will be submitted
Share details of upcoming financial projects and priorities
Inform the new Treasurer about upcoming financial projects and their priorities. Highlight any ongoing or planned initiatives that require their attention. Provide background information, objectives, and expected outcomes of these projects.
Arrange a meeting with the President or CEO
Arrange a meeting between the new Treasurer and the President or CEO of the organization. This meeting will help the Treasurer understand the organization's vision, goals, and strategic direction from a leadership perspective.
Provide a list of key internal and external stakeholders
Prepare a list of key internal and external stakeholders relevant to the Treasurer's role. Include their names, roles, and contact information. This will help the Treasurer establish relationships and effectively communicate with stakeholders.
Assign a mentor for the initial integration period
Assign a mentor to support the new Treasurer during the initial integration period. The mentor will provide guidance, answer questions, and facilitate the Treasurer's acclimation to their role and the organization.
Meet with the outgoing Treasurer for any specific guidance
Arrange a meeting between the new Treasurer and the outgoing Treasurer. This meeting will provide an opportunity for the outgoing Treasurer to share their insights, experiences, and any specific guidance relevant to the role.
Approval: Outgoing Treasurer Guidance
Will be submitted for approval:
Meet with the outgoing Treasurer for any specific guidance
Will be submitted
Define the timetable for routine financial and audit reports
Define a timetable for the submission of routine financial and audit reports. Specify the frequency, deadline, and format for each report. This will ensure consistency and timely preparation of financial information.
Inform about the relevant training opportunities
Inform the new Treasurer about relevant training opportunities available to enhance their financial knowledge and skills. Provide details of seminars, workshops, online courses, or certifications that can contribute to their professional development.
