SLA Welcomes You to Your Role as Unit Treasurer

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SLA Welcomes You to Your Role as Unit Treasurer

• How to care for SLAs Finances
• Nancy Sansalone, CFO/COO

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Objectives for Call

• Introduce you to your staff contact
• Brief you on your role
• Introduce you to Leadership Resources on the
  website www.sla.org
• Answer your questions
• Discuss ideas

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Staff Liaison

• Nancy A. Sansalone
• Chief Financial Officer and Chief Operating
  Officer
• nsansalone_at_sla.org
• 1.703.647.4935

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Your Resources

• Treasurers Module in the Leadership Training
  Center
• Chapter and Division Recommended Practices
• Communication with Your Peers and International
  Headquarters
• Community of Practice (CoP)
• Staff Liaison
• Finance Department

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Treasurer Training

• Unit Treasurer Information -- The web site has
  been developed to help you fulfill the
  responsibilities of the Unit Treasurer position.
  Included is information on various topics that
  affect you, in your capacity as Treasurer. Please
  take some time to review and familiarize yourself
  with all the areas listed. The information
  contained here is updated periodically as
  policies change.
• FAQs
• General Information
• Important Due Dates
• Online Training
• Quicken Resources
• Policy and Procedure Manual
• IRS Regulations
• Pooled Fund
• Budgeting
• Unit Reporting
• Credit Information

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References

• Reference your chapter or division practices
  manual
• Reference the recommended practices as a guide
• Follow the Unit Treasurer Policy Procedure
  Manual
• Use the On-Line Training Module

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Community of Practice

• Unit Treasurer Web Page This is a link to the
  Unit Treasurer section of the SLA web page. It
  includes important information for treasurers,
  including on-line training modules. This site
  should be your first stop when you have a
  question about the treasurer function.
• Unit Treasurer Policy Procedure Manual This is
  a general policy and procedure manual that has
  been developed to help your unit establish
  fiscally sound accounting policies.
• On-Line Training Modules There are several
  PowerPoint presentations here that include
  voice-over to show you how to do various tasks.

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More to offer.

• Community News forms, reporting deadlines,
  Quicken instructions, how to complete forms
• Community Links training, manuals, modules
• Community Discussions ask questions or post
  suggestions to fellow treasurers

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Policy Procedure Manual

• Covers everything from budgeting and banking to
  record retention and reports
• Accounts receivable and payable important
  record-keeping aspects of role
• Pooled funds for units to place excess funds for
  investment purposes
• Reporting using Quicken software

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Leadership Resources

• Contact HQ with any changes in leadership
• Subscribe to the Governance Discussion List
• Receive Leadership Connections via email
• Set notifications on CoP and post queries to
  other treasurers

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Whats Next?

• HQ is in process of finalizing a new association
  management software program
• HQ is working with the Bank of America as SLA
  needs one bank for all units with each unit
  having a separate account
• You will have updates throughout the year as
  these changes impact your role

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Questions?
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Ideas!
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Thank You for Your Time

• Have a great year!