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National Financial Secretary Report 2011-2013

National Financial Secretary Report 2011-2013. Syn-LOD June 18, 2013 Lady Vynessa Alexander. Office of National Financial Secretary. National Financial Secretary Lady Vynessa Alexander Vynessa.alexander@gtnexus.com ladyvynessa@aol.com Asst National Financial Secretary

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National Financial Secretary Report 2011-2013

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  1. National Financial Secretary Report 2011-2013 Syn-LOD June 18, 2013 Lady Vynessa Alexander

  2. Office of National Financial Secretary • National Financial Secretary • Lady Vynessa Alexander • Vynessa.alexander@gtnexus.com • ladyvynessa@aol.com • Asst National Financial Secretary • Lady Natasha Goode • ncgoode@ymail.com

  3. Financial Report Highlights • Report of monies received: • Fiscal Year 2011-2012 : $363,884.41 • Fiscal Year 2012-2013: $584.938.49 • All funds are categorized as listed on detail report

  4. Membership SummaryFY 2011-2012 • Total Membership – End of Fiscal Year Comparison • Lady- Inductions and Reactivations – Over the Period Inductions: Reactivations • 2011-2012: 157 2011-2012: 24 • 2012-2013: 252 2012-2013: 32 • Note: - Average number of Ladies over a three year period is 2758 • Teens average 3000/ with an average of 950 inductions each year

  5. Chapter Summary2011-2013 • Period Increase in Chapters • 2011 - 103 • 2013 - 109 • 6 New Chapters • 3 Newly Chartered Chapters: Washington DC, Southern Maryland, Central Texas • 3 Pearland, Las Vegas Crown Jewel, Kentuckiana • Actual functioning numbers are 98-100 • 8 chapters inactive- no activity • 3 functioning with less than 10 Teens

  6. Conference Registration • Syn-Lod Registration – as of June 17 • Total Ladies 355 • Total Lords 36 • Total Teens 170 • Chaperones 4 **(non-ladies) • Vendors 9 • Guests/Presenters 7 • *** Grand total on site: 581

  7. Conference Registration • Teen Advisors 64 • Area Breakdown – as of June 1, 2013

  8. Conference Registration • Chapters Not In Attendance • Ladies – All • 24 not in attendance, 22% of the total chapters • Ladies – Functioning Chapters • 18 - not in attendance, 17% of the total chapters • Teens • 54 not in attendance, 50% of the total chapters • Teens Functioning Chapters • 47 not in attendance, 44% of the total

  9. Accomplishments – Fiscal Period 2011-2012 • Introduced Webinars to train on forms usage and report preparation • Conducted workshops on financial procedures and policies for TLOD /TTA at Area Conferences • Implemented regular communications on Membership Status • Induction Reports • Chapter and Member Status Report • Standardizing Credential process and tools across all Areas • Implementing New Streamlined Credential process at Syn-Lod • Online Registration for Teens • All Forms redesigned and work instructions created • !

  10. 2011-2013 Objectives & Goals • Objective: Increase Operational and Financial Processing Efficiency • Goal 1: Revise, update, and create financial forms and processes for the efficient operation of the organization. • TLOD/TTA Induction forms, process, and TLOD Transfer form • Target: Live Nov 2011 • Annual Membership Dues Process / Reinstatement Process • Target: Live Jan 2012 • National to Area Reimbursement/ Member Status Tracking • Target Live Jan 2012

  11. 2011-2013 Objectives & Goals • Objective: Increase Operational and Financial Processing Efficiency • Goal 2: Implement Automated Event Registration • Online registration and fee collection – Pay Pal, Credit Cards • Target: Phase 1 – PTOP 2012- • Phase 2 – Syn-Lod 2013 • Progress: • Change in approach – will implement online registration and forms completion for Teens for Syn lod 2013 • Taking alternative forms of payment is related to banking relationship and account updates that are pending.

  12. 2011-2013 Goals • Goal 3: Implement Member Tracking Technology • Investigate association management software for dues collection and member tracking • Target: RFP (Requirements Definition) – March 2012 • Recommendation: PTOP 2012 – Moved to Next Year 2013 • Goal 4: Investigate and Implement alternative methods for credentialing for Syn-Lod 2013 • Target: Identification of alternative tools – June 2012 • Progress: - Pending further financial review • Implement pilot for PTOP 2012 – Delayed to Syn-lod 2013 • Goal 5: Improve frequency and quality of communication with financial officers • Initiate regular quarterly calls with Area financial teams • Engage Area teams in validation of process improvements and rollout processes for new forms, etc • Area engages local Financial teams in processes

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