ROLE OF THE FRG TREASURER

1. Introduce Self, And I would like to thank Brandi Lyness, Stephanie Duell and LTC Hilland for the honor of presenting this segment and Thank everyone for attending this briefing. Assure all that this role is similar to finances in your own life, just less earning and less spending…so… EASIER! With that said, I will be briefing you on the role of the FRG Treasurer. (Next slide)Introduce Self, And I would like to thank Brandi Lyness, Stephanie Duell and LTC Hilland for the honor of presenting this segment and Thank everyone for attending this briefing. Assure all that this role is similar to finances in your own life, just less earning and less spending…so… EASIER! With that said, I will be briefing you on the role of the FRG Treasurer. (Next slide)

5. The appointment letter confirms each individual’s appointment, specifies your unit attachment and the date you are appointed. The appointment letter confirms each individual’s appointment, specifies your unit attachment and the date you are appointed.

6. This form needs to be filled out by each appointed volunteer. This form needs to be filled out by each appointed volunteer.

7. As an FRG volunteer, as with an volunteer position, we are bound to a professional code of ethics. We must all acknowledge, in writing, that we accept these responsibilities and respect matters of confidentiality and understand that we are working without compensation. Understanding these standards, we must follow the same standard operating procedures as paid staff are expected to do their job.As an FRG volunteer, as with an volunteer position, we are bound to a professional code of ethics. We must all acknowledge, in writing, that we accept these responsibilities and respect matters of confidentiality and understand that we are working without compensation. Understanding these standards, we must follow the same standard operating procedures as paid staff are expected to do their job.

8. NEW YORK NATIONAL GUARD FAMILY PROGRAMS EIN stands for Employee Identification Number, this is NEEDED to open your FRG bank account. The easiest way to do it is to call the 800 number. After answering a series of questions, you will be given the number on the spot.EIN stands for Employee Identification Number, this is NEEDED to open your FRG bank account. The easiest way to do it is to call the 800 number. After answering a series of questions, you will be given the number on the spot.

9. Bank account must be non-interest bearing Must require two signatures at all times. Neither signature can be a member of the military or Leader/Co-Leader You are liable for this account, but maintaining proper procedures will ensure that your culpability is minimalBank account must be non-interest bearing Must require two signatures at all times. Neither signature can be a member of the military or Leader/Co-Leader You are liable for this account, but maintaining proper procedures will ensure that your culpability is minimal

10. It is the responsibility of the Treasurer to maintain these records as they will be needed as reference when generating future reports for command and State Family Programs Office. This information is also needed to reconcile the bank statements that are received monthly. Transparency is the key to the FRG bank account. There is never a need to keep balances or transactions secret and all transactions taking place in the bank account should be readily available upon request of members of FRG, leadership team, MPOC, Commander, and so on.It is the responsibility of the Treasurer to maintain these records as they will be needed as reference when generating future reports for command and State Family Programs Office. This information is also needed to reconcile the bank statements that are received monthly. Transparency is the key to the FRG bank account. There is never a need to keep balances or transactions secret and all transactions taking place in the bank account should be readily available upon request of members of FRG, leadership team, MPOC, Commander, and so on.

11. This system is in place to protect everyone involved as well as to cross check for mistakes, as we all know that mistakes can happen. Having someone else check that the account balances adds to the transparency of the position and removes many of the pressures from you!This system is in place to protect everyone involved as well as to cross check for mistakes, as we all know that mistakes can happen. Having someone else check that the account balances adds to the transparency of the position and removes many of the pressures from you!

14. Transparency again!Transparency again!

16. Appendix J is a wonderful resource and should be used frequently if you have questions or need clarificationAppendix J is a wonderful resource and should be used frequently if you have questions or need clarification