Club Secretary Training Lion Year: 2013-2014

1. Club Secretary TrainingLion Year: 2013-2014 PCC Linda Tincher Global Leadership Chair

2. Responsibilities of Club Secretary • Keep and maintain general club records & Correspondence. • Submit regular monthly reports to the international office • Submit reports to the district governor's cabinet • Arrange for the issuance of quarterly or semi-annual statements • Cooperate with and be an active member of your zone • Deliver club records to your successor

3. Collect Monies DUES -- With Treasurer Send out Dues Statements Collect, Record and give monies to Treasure for deposit. In Conjunction with the Treasurer Business Entity Report 990 N – with Secretary of State’s Office by Nov 15 each year to protect your Not For Profit Status!!!! You are always filing for the previous year – do not file until after June 30 – end of the Lions Fiscal Year!

4. Reports MMR --- Add – Drop Members Activity – Service Projects – Fundraisers Club Excellence Attendance Secretaries record the Club’s History 990 N with IRS Every Year to preserve Not for Profit Tax Status

5. Other Reports • PU101 --- Due by April 15 – Yes International will say May 1 but our district is April 15! – Reports New Officers • Address, Phone Number, Email must be updated in MMR FIRST! • You Must also do this if an officer resigns and someone is instated. • Go to Club – click on Club Officers – • Click on down arrow to select year • Offices will be listed on left – click on one of the officers then find the members name that corresponds with the office Click SAVE when offices are filled in you are done. • To Print OFFICER REPORTS– Go back to Reports –CLICK ON OFFICERS– choose correct year and select Run Report.

6. How to do an Officer Report • Click My Lions Club • Click Officers • Click Select Term • Select Member • Click Save

7. Membership Cards • Click Reports – • Select Membership Cards Print • Put sheet of business cards in printer • Select the listed card that matches your sheet of cards. • Select when dues card will expire – either 6/30/13 or 12/30/13 • Select the names of those with paid dues and select right arrow. • If all members are to be printed select double arrows – all names will transfer to the right • Click run report – Sign and give to members

8. To Print & Review your MMR • Select Club – then Report – then Monthly Membership Report • Type in 06/2012 for June 2012 report • Click run report • The report you entered for that month will appear – click print • If it does not come up with the report then YOU DID NOT FILE it properly the first time!

9. Statements • Club – Reports – Statements • - may take a few minutes to appear • TREASURER ONLY can pay online with credit/ DEBIT card • Quick- Efficient – PRINT RECEIPT • THERE ARE 42,000 CLUBS – NO LOST CHECKS • IMMEDIATE PAYMENT • International may go to this some day – so be prepared

10. Attendance Sheets • Clubs – Reports – Club attendance sheets – all members are listed for you to check off • Verify Family Membership List • Club –Reports – Family Unit Report - print • Even Print Application • To Change a Club Meeting Location and or Time • Click Club – then Club Info - add info or make changes SAVE

11. Review: File Reports Timely and as Activities, Fundraisers, Happen. Don’t wait for officers to be elected before filing PU101 – unless you have an election file as soon as you know the names…………….. • You can View or Print your MMR - verify it was accepted! • Review or Print Officer report – verify it was entered and contained updated information • Report Change of Meeting Location or time • Verify Family Membership List • Check Statements & Pay Immediately • Print Membership Cards • Print Roster • Print Application

12. 990 N – Clubs with less than $50,000 Treasurer, Secretary, or President must file every year to protect club’s Not for Profit Status… Must be filed for previous year immediately following Lions Year. can be filed from July 30-but no later than Nov 15 ea yr. Can only be done online – No Notices Received – Must Know Save all paperwork in notebook – use same passwords ea yr. No penalty for filing late – but must file otherwise may have to pay Income tax can’t receive some grants Call IRS for specifics or contact me at 812-894-2750 or vtincher@ma.rr.com with questions. Linda Tincher

13. Practice sites Available online • International Web Site • www.lionsclubsinternational.org • Don’t be afraid to call International Help Desk • Or • Linda & Vern Tincher vtincher@ma.rr.com 812-240-0545 • No question is silly – we will work with you one on one to answer your questions.

14. On-Line Screen Shots • Log-On & New Account Registration • MyLCI Review • Membership • Add & Drop Member • Family Unit • Monthly Membership Report • Monthly Activity Reports • Reports • Officer Reports – Current & Next Year • My Lions Club • Officer • Statement Dues

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19. "MyLCI" Preview • Training Site • “MyLCI” Access and Login • Site Overview • Member Data Functions • Add, drop, edit members • Create a family unit • Access reports

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22. Enter Membership Report - Add

23. Adding A Member

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27. Edit a Member

28. Edit a Member

29. Drop a Member

30. Drop a Member

31. Create a Family Unit

32. Create Family Unit

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34. Report “No Membership Changes”

35. Report “No Membership Changes”

36. Enter Service Activities for May 2013

37. Adding Activities for May 2013

38. Adding Activities for May 2013

39. My Lions Club - Reports

40. Reports

41. Reports

42. My Lions Club - Officers

43. My Lions Club - Officers

44. My Lions Club – Officers – Next Year

45. My Lions Club – Officers – Next Year

46. My Lions Club – Statement Dues

47. My Lions Club – Statement Dues

48. Club Secretary and "MyLCI" Support Center mylci@lionsclubs.org 630-468-6900 8:30 AM – 4:30 PM Chicago time

49. Club Officers – Teamwork webinar Club Secretary Resources • CLUB SECRETARY SELF-STUDY MODULE

50. Resources