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Financial Secretary Training Training PowerPoint Presentation
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Financial Secretary Training Training

Financial Secretary Training Training

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Financial Secretary Training Training

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  1. Fraternal Year 2014-2015 Financial SecretaryTrainingTraining BRH 9/2014

  2. Financial Secretary Training • Subjects • Website • Retention Procedure • Suspension Procedure • Council Audit Reports • Council Guidelines For Handling Funds • Member Billing • Member Management

  3. Supreme Website www.kofc.org

  4. Kofc.org

  5. Is a Form 100 still required?

  6. Retention And Suspension Legal Responsibility to Follow the Procedure

  7. Form 365

  8. Retention Chairman Form 365 Reverse Retention Chairman

  9. Billing Procedures

  10. Cue Member Retention Flow Chart PP Presentation Retention – the act of not suspending.

  11. Suspension Process

  12. Sample Conservation List Lists are run on Friday. Viewable on line Saturday

  13. CAUTION • Reasons to disallow suspensions: • No Retention Chairman appointed, Form 365 • Copy of 1845 not forwarded to: • Member • Retention Committee • District Deputy • State Deputy • Supreme • Member not contacted by Retention Committee • District Deputy follow up reveals noncompliance with procedures • State Retention Chairman follow up reveals noncompliance with procedure • A large number of intents to suspend will be scrutinized closely by the State Retention Chairman and State Deputy. • Be prudent in the number suspended at one time.

  14. Other Topics as Time Allows • Member Management • Billing Management • Council Audit Reports • Council Guidelines For Handling Funds

  15. TOWARD HIGHER GOALS CHARITY, UNITY, FRATERNITY Financial Secretary Review Thank you for being here and participating.