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WORKSHOP 2011

WORKSHOP 2011. TREASURER. Annual Reports. Read instructions Provided with annual report forms Additional help Tricia’s helpful tips – see workshop handouts Mailing instructions Mail together with corresponding secretary’s annual report

jerry-calhoun
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WORKSHOP 2011

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  1. WORKSHOP 2011 TREASURER

  2. Annual Reports • Read instructions • Provided with annual report forms • Additional help • Tricia’s helpful tips – see workshop handouts • Mailing instructions • Mail together with corresponding secretary’s annual report • Use envelope included with report forms received from Tricia Bitsko • Mailing deadline – March 10th

  3. Tips for Completing Annual Report • Compare your list to corresponding secretary’s list • Review every name • Don’t just rely on numbers matching • Include initiation fees • All initiates March 1, 2010 – February 28, 2011 • # initiates must equal # from corresponding secretary’s CMS AND ARCS • Include reinstatement fees • All reinstatements March 1, 2010 – February 28, 2011 • # reinstatements must equal # from corresponding secretary’s CMS AND ARCS

  4. Numbers do Count! • Add up the amounts for: • Dues • Member fees • Chapter fees • Write one check for dues & fees • Made payable to Oklahoma State Chapter TIP: Be careful not to add # of members to $$ - common mistake • Do not include project donations with annual reports • Send in separate envelope • Can be sent in any time during the year

  5. Treasurers • Thank you for participating • Be sure to look at all handouts available for your office and print any of them that might be beneficial to you and/or your successor • Questions? • Annual Reports • Contact Tricia Bitsko via email or telephone • tricia@okpeo.org • 918.629.0529 • General questions • Your board buddy • Any member of the executive board

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