Stay on Track with your Tasks

This course supports treasurers throughout the year with the month-by-month tasks that are required of them, which will help set the chapter up for success and help them continue to grow as principled business leaders. Following this roadmap will ensure that no tasks are forgotten and that you have access to the in-time training and resources you need to be successful.

  • Identify the monthly tasks expected of the treasurer
  • Access relevant resources to complete tasks

Course curriculum

    1. How to Navigate this Course

    2. Personal Goals

    1. July Overview

    2. July Checklist

    3. Discuss Fundraising Ideas

    4. Build Out the Chapter Calendar

    5. Revise the Chapter Budget

    6. Revise the Chapter Success Plan

    7. Prepare for the Chapter Kick-Off Meeting

    8. Communicate with Chapter Officers

    9. Communicate with the Chapter

    1. August Overview

    2. August Checklist

    3. Attend the Chapter Kick-off Meeting

    4. Present the Chapter Budget

    5. Review upcoming dues

    6. Attend the Chapter Code of Conduct Refresher

    7. Attend the Regional Assembly

    8. Conduct a Member Needs Assessment

    9. Execute the Chapter Success Plan

    1. September Overview

    2. September Checklist

    3. Attend the Chapter Kick-off Meeting

    4. Attend the Chapter Code of Conduct Refresher

    5. Attend the Regional Assembly

    6. Pay Pledge and Initiate Fees

    7. Collect Member Dues

    8. Execute the Chapter Success Plan

    1. October Overview

    2. October Checklist

    3. Pay Member Dues

    4. Pay Pledge and Initiate Fees

    5. Pay Annual Chapter Insurance

    6. Prepare for Officer Transition

    7. Promote and Register for Elevate

    8. Execute the Chapter Success Plan

    1. November Overview

    2. November Checklist

    3. Pay Pledge and Initiate Fees

    4. Review the current Chapter Budget

    5. Attend the Officer Transition Summit

    6. Promote and Register for Elevate

    7. Execute the Chapter Success Plan

About this course

  • 93 lessons