1 / 12

Fiscal Responsibility

Fiscal Responsibility. …it’s not just a political catchphrase here!. Where are we going with this?. How does your Treasurer serve you as an SGMP member? How do these methods relate to Meeting Planning? What have I learned that will help my fellow members?. Treasurer Duties.

tola
Télécharger la présentation

Fiscal Responsibility

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Fiscal Responsibility …it’s not just a political catchphrase here!

  2. Where are we going with this? • How does your Treasurer serve you as an SGMP member? • How do these methods relate to Meeting Planning? • What have I learned that will help my fellow members?

  3. TreasurerDuties

  4. TreasurerDuties • Reports to National SGMP • Budget & Bank Statement Reconciliation • Ensure compliance with the 80/20 requirements for spending • Ensure actions comply with policies • Pay the bills!

  5. ME &

  6. How does this affect me as an SGMP Member? • It’s your money • We strive to put every penny to use in the way that best serves our members • It’s your meeting • The educational content, flow of the meeting, venue and food • It’s your opportunity • Scholarships and Awards are given based on the budgets

  7. It’s about this job I’ve got

  8. Okay…now translate that to my Meeting Planning • Begin at the End • What is the Goal of the Meeting? The largest portion of your Budget needs to go to that • Build-out Schedules • Start from your event and work backwards. Note when your $ will be available to use

  9. Meeting Planning Cont… • When must payments be committed to vs. when are they due • When must orders be placed, speakers engaged and paid, etc. • How do we recoup any monies paid if there is a cancelled order, speaker, etc.?

  10. Meeting Planning cont… • Think “Worst-Case” Scenario • Check for Ancillary Expenses • Yes, you do have to pay for WiFi…do you have to pay per meeting or per individual? • Yes, you do have airport pickup scheduled for your speaker…does the company charge extra for luggage?

  11. Finally… • Check for on-going or maintenance expenses. • Yes, that cool new Registration Program is awesome…but is it going to eat your budget for the next year? • ALWAYS have a Reserve Fund • But if I don’t spend it I’ll loose it for next year!

  12. I wish I had know then…

More Related