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Knights of Peter Claver, Inc.

Knights of Peter Claver, Inc. Fourth Degree Ladies of Grace Faithful Purser. Custodian of all funds :. Receives monies Deposit money Obtain deposit slip Disburse all funds Monthly reports. Custodian of all funds :. Quarterly report Keep accurate books Be bonded Request audits

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Knights of Peter Claver, Inc.

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  1. Knights of Peter Claver, Inc. Fourth Degree Ladies of Grace Faithful Purser

  2. Custodian of all funds : • Receives monies • Deposit money • Obtain deposit slip • Disburse all funds • Monthly reports

  3. Custodian of all funds : • Quarterly report • Keep accurate books • Be bonded • Request audits • Perform other duties

  4. Purser’s Report: • Report includes: • Beginning balance • Receipts • Disbursements • Ending balance • Informational report • Should be audited

  5. Parliamentary Pearls Have available for the auditors: • Bank statements • Checkbook registers • Bank books • Purser’s books • Minutes of meeting • Adopted budget • Financial reports • By-Laws • Previous Audit reports • Finance Committee Procedure Manual

  6. Audit • Purpose • Audit Committee • Parts of Audit • certification of the accuracy • examination of accounting procedures

  7. Writing, Amending, and Interpreting By-Laws

  8. What are By-Laws? • Rules • Best use • Primary reference • Important document • Contract

  9. Composition of By-Laws

  10. The following articles should be included: • Article I: Name of Organization • Article II: Object or purpose • Article III: Members • Article IV: Officers • Article V: Meetings • Article VI: Executive Board • Article VII: Committees • Article VIII: Parliamentary Authority • Article IX: Amendments

  11. Article I: Name • Chapter Name and number • Article II: Object • Why Chapter exists • Article III: Members • Eligibility for membership • Dues • Membership requirements

  12. Article IV: Officers • Name of Officers • Nominations and elections • Term of office • Article V: Meetings • Meeting days • Quorum • Article VI: Executive Board • Board Composition • Meetings

  13. Article VII: Committees • Standing Committees • Article VIII: Parliamentary Authority • Robert’s Rules • Article IX: Amending By-Laws • Changing Bylaws

  14. Any Questions ? Thanks

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