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Administrative Do’s and Don’ts

Learn essential administrative do's and don'ts to keep your association compliant and efficient, including bylaws, antitrust guidelines, electronic voting, identity theft prevention, and financial best practices.

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Administrative Do’s and Don’ts

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  1. Administrative Do’s and Don’ts How do I keep my butt out of trouble?

  2. Do You Have? • Bylaws • Cannot go against National Bylaws • Policies and Procedures Manual • Administrative • Antitrust • Specifically in regard to price fixing and fee setting • Electronic Voting • Transact business in-between scheduled meetings • Identity Theft Prevention • Privacy • Record Retention

  3. How Long Should I Keep Records?

  4. Do You Have? • Policies and Procedures Manual • Financial • Accepting Gifts/Bequests of Money • Expense Reimbursement • Contract with chapter administrator • Audit Committee • Treasurer, administrator and one other available officer (preferably the incoming treasurer), conduct a basic audit of the treasury to ensure accuracy of records and appropriate documentation and to recommend modifications of reports or records if necessary.

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