WICHITA SHRM BOARD ROLES & RESPONSIBILITIES

Transcription

1 WICHITA SHRM BOARD ROLES & RESPONSIBILITIES Effective 12/01/2015

2 COMMITTMENT REQUIREMENTS: 1. FULFILLMENT OF ONE YEAR TERM 2. ATTENDANCE AT WICHITA SHRM BOARD RETREAT 3. ATTENDANCE AT 75% OF BOARD MEETINGS 4. ATTENDANCE AT 50% OF PROGRAMS 5. ATTENDANCE AT FOUNDATION EVENT 6. MINIMUM $25.00 FINANCIAL CONTRIBUTION TO THE SHRM FOUNDATION PER BOARD TERM 7. NATIONAL SHRM MEMBERSHIP FOR DURATION OF BOARD TERM 8. WICHITA SHRM MEMBERSHIP FOR DURATION OF BOARD TERM 9. PREFER PROFESSIONAL CERTIFICATION (SHRM -CP, SHRM-SCP) FOR DURATION OF BOARD TERM, MAY BE REQUIRED FOR CERTAIN BOARD ROLES 10. PREFER PROFESSIONAL CERTIFICATION (PHR, SPHR, GPHR) 11. EXPERIENCE IN / KNOWLEDGE OF POSITION 1 2. PREFER PREVIOUS ACTIVE COMMITTE E EXPERIENCE 13. ABILIT Y TO MEET POSITION OUTCOMES Subject to change, pending board review.

3 WICHITA SHRM BOARD Secretary President President-Elect Past-President VP, Programs VP, Membership VP, Public Relations (Relationship Development) VP, Communications (Internal/External) VP, Finance Dir, Programs (Certifications) Dir, Membership Dir, Sponsorships & Advertising Dir, Website Dir, Finance Dir, Diversity Dir, Student Relations Dir, Government Affairs & Advocacy Dir, Social Media Dir, Workforce Readiness Dir, Networking

4 Chapter CEO Uphold all By-Laws and Articles of Incorporation for Wichita SHRM. Complete and submit SHAPE for previous year. Conduct strategic planning meeting for the purpose of defining the direction of the chapter. Ensure compliance with the chapter s mission and the state, regional and national objectives. Conduct Executive Board meetings Facilitate monthly member meetings. Monitor and mentor chapter officers, board members, and standing committees for the purpose of ensuring the continuity of performance and volunteer positions. Ensure fiscal soundness of the chapter Review Contracts Review and approve STPs Review Treasurers Report monthly Monitor expenses on an on-going basis Annual Budget & Goals for up-coming year Review and approve all publications prior to publishing. Write articles for HR Focus quarterly. State Council & National SHRM Chapter Representative Business Liaison Chapter Management Responsible for oversight of the board & all positions PRESIDENT T h e P r e s i de n t i s t h e c h i e f e x e c u t i v e o f f i c e r o f t h e W i c h i t a C h a p t e r o f t h e S o c i e t y f o r H u m a n R e s o u r c e M a n a g e m e n t ( W i c h i t a S H R M ). T h e P r e s i de n t p r o v i d e s l e a d e r s h i p t o t h e l o c a l c h a p t e r c o n s i s t e n t w i t h s t a t e, r e g i o n a l, a n d n a t i o n a l p o l i c y, s t r a t e g i e s a n d o b j e c ti v e s. R e s p o n s i b l e f o r o p e r a t i n g t h e c h a p t e r e f f e c t i v e l y s o t h e n e e d s o f t h e m e m b e r s a r e m e t. S e r v e s a s a v o t i n g m e m b e r o f t h e S t a t e C o u n c i l.

5 PRESIDENT SHAPE RESPONSIBILITIES R E Q U I R E D M e e t a n d m a i n t a i n t h e m i n i m u m c h a p t e r a f f i l i a t i o n r e q u i r e m e n t s p e r t a i n i n g t o t h e c h a p t e r. R E Q U I R E D M a i n t a i n S H R M m e m b e r s h i p d u r i n g e n t i r e t e r m o f o f f i c e. R E Q U I R E D H o l d a m i n i m u m o f f o u r c h a p t e r b o a r d m e e t i n g s d u r i n g t h e c a l e n d a r y e a r * M a y b e h e l d b y c o n f e r e n c e c a l l a s l o n g a s t h e r e i s a q u o r um. R E Q U I R E D E n s u r e P r e s i d e n t p a r t i c i p a t i o n i n a t l e a s t 5 0 p e r c e n t o f s t a t e c o u n c i l m e e t i n g s a n d c o n f e r e n c e c a l l s, r e p o r t i n g b a c k t o t h e c h a p t e r / c h a p ter b o a r d. * A d e s i g n e e m a y b e a p p o i n t e d t o a t t e n d i n P r e s i d e n t s a b s e n c e. PREFERRED FOR GOLD AWARD Ensure President participates in at least 75 percent of state council meetings and conference calls. * Can send a designee. PREFERRED FOR PLATINUM AWARD Ensure President participates in 100 percent of the state council meetings and conference calls. * Can send a designee. R E Q U I R E D C o n d u c t a n a n n u a l l e a d e r s h i p t r a n s i t i o n m e e t i n g, a n a n n u a l p l a n n i n g m e e t i n g a n d p a r t i c i p a t e i n t h e l e a d e r s h i p s u c c e s s i o n p l a n. R E Q U I R E D P a r t i c i p a t e i n t h e s t a t e / r e g i o n a l l e a d e r s h i p c o n f e r e n c e / e v e n t i n R E Q U I R E D D e v e l o p a n d i m p l e m e n t i n i t i a t i v e s f o c u s e d o n a r e a s o t h e r t h a n m e m b e r s h i p, S H R M c e r t i f i c a t i o n, c o l l e g e r e l a t i o n s, g o v e r n m e n t a f f a i r s / a d v o c a c y, d i v e r s i t y & i n c l u s i o n, w o r k f o r c e r e a d i n e s s PREFERRED FOR SILVER AWARD Develop and implement three initiatives (one of them being membership) PREFERRED FOR GOLD AWARD Develop and implement four total initiatives (one of them being membership) PREFERRED FOR PLATINUM Develop and implement five total initiatives (one of them being membership) R E Q U I R E D C o l l e c t i n f o r m a t i o n a n d w o r k w i t h P r e s i d e n t - El e c t t o c o m p l e t e t h e S H A P E f o r s u b m i t t a l o n l i n e t o S H R M b y J a n u a r y 3 1, P R E F E R R E D F O R S I L V ER A W A R D R e p r e s e n t t h e c h a p t e r a t t h e S H R M V o l u n t e e r L e a d e r s S u m m i t. * C a n s e n d a n o t h e r b o a r d m e m b e r. P R E F E R R E D F O R G O L D / P L A T I N U M A W A R D R e p r e s e n t t h e c h a p t e r a t t h e S H R M V o l u n t e e r L e a d e r s S u m m i t. * C a n N O T s e n d a n o t h e r b o a r d m e m b e r.

6 By-Laws SHAPE Preparation co-chair Shadow President Strategic Planning Annual Audit Reviewer Attend National Leadership Conference Provides recommendations to the board nominating committee PRESIDENT - ELECT Responsible to train for the role of President. Assist the President in overseeing all the activities of the chapter. In the absence of the President or at the President s request, per form all the Presidential responsibilities.

7 PRESIDENT-ELECT SHAPE RESPONSIBILITIES REQUIRED Submit a completed Chapter Leader Information Form (CLIF) by December 1, of that year, to identify all board leaders in the coming year. REQUIRED Notify SHRM each time there is a change in the board during the year, via notification. REQUIRED Review chapter bylaws annually and update as needed, ensuring that all SHRM required Sections (refer to Model Bylaws in the VLRC) are included and do not conflict with SHRM bylaws. Make sure it is stated that Chapter President must be a member of SHRM during the entire term or office in the bylaws. Submit the proposed bylaws amendments to the Field Services Director (first step) and return a copy of the signed, ratified bylaws to the Member Engagement Associate (last step). REQUIRED Par ticipate in the state/regional leadership conference/event in REQUIRED Conduct an annual leadership transition meeting, an annual planning meeting and provide input on the leadership succession plan. REQUIRED Collect information and work with President to complete the SHAPE for submittal to SHRM PREFERRED FOR SILVER AWARD Represent the chapter at the role year SHRM Volunteer Leaders Summit. * Can send another board member. PREFERRED FOR GOLD AWARD Represent the chapter at the role year SHRM Volunteer Leaders Summit. * Can not send a board member other than President or Presiden-Elect.

8 Meeting Minutes Draft & post within one week of board meeting Monthly BaseCamp audit Validate reports are in, maintain file organization Monthly Action Reminders Back-up for event set-up / technology Dotted line to Finance Event registration SECRETARY Responsible for preparing the minutes of all meetings of the Executive Board, and any other business meetings of the Chapter. The Secretar y shall also per form other duties as assigned by this Constitution, the President, or the Executive Board.

9 SECRETARY SHAPE RESPONSIBILITIES REQUIRED Participate in the state/regional leadership conference/event in role year.

10 SHAPE preparation for previous year Scholarship Fund Chair Board Nominating Committee Chair Advising council to President PAST PRESIDENT Advise the President and other of ficers and Board of Directors members regarding past practices, general operations, and other matters to assist in the smooth running of the organization.

11 PAST-PRESIDENT SHAPE RESPONSIBILITIES REQUIRED Collect information and work with the President to complete the SHAPE for submittal online to SHRM by January 31 st of the year following President role. REQUIRED create/review the leadership succession plan to identify potential and future leaders for the chapter, reviewing the plan at least annually to ensure it is meeting chapter needs.

12 Speaker Selection Recruit & Research Speakers for Programs Speaker Relations Coordination of travel, payment, etc. Venue Relations Manage Venue relationship (Contract, Issues) Ensure venue technology meets program needs Food & Drink Coordinator Programs Management Responsible for oversight of three Board Directors Certification, Diversity, Workforce Readiness Program Presenter Speaker introductions, drawings, etc. Back-up Presenter for President VP, PROGRAMS R e s p o n s i b l e f o r p l a n n i n g, m a n a g i n g t h e d e v e l o p m e n t, a n d c o o r d i n a t i n g t h e p r o g r a m s f o r t h e m o n t h l y m e e t i n g s, w o r k s h o p s, s e m i n a r s, a n d s u c h s p e c i a l m e e t i n g s t h a t m a y b e c a l l e d b y t h e P r e s i d e n t. T h e V P o f P r o g r a m s s h a l l a l s o p e r f o r m s u c h o t h e r d u t i e s a s m a y b e a s s i g n e d b y t h e B y - L a w s, t h e P r e s i d e n t, o r t h e E x e c u t i v e B o a r d. T h e V P o f P r o g r a m s i s f i r s t i n l i n e f o r s u c c e s s i o n t o t h e P r e s i d e n c y i n t h e a b s e n c e o r d i s a b i l i t y o f t h e P r e s i d e n t a n d P r e s i d e n t - E l e c t. Diversity Certification Workforce Readiness

13 VP, PROGRAMS SHAPE RESPONSIBILITIES REQUIRED Ensure that chapter conference or other major chapter education events (including co-sponsored programs) with greater than 200 attendees do not take place between June 1 and June 30 due to the SHRM Annual Conference & Exposition REQUIRED Hold a minimum of four chapter meetings with programs during the role calendar year REQUIRED Participate in the state/regional leadership conference/event in role year

14 PROGRAMS Dir, Programs Program Certifications HRCI, SHRM Certification Preparatory Course Liaison Butler, Southwestern Study Group Focal Certification Education Updates on HRCI/SHRM Recert credit opportunities SHAPE RESPONSIBILITIES REQUIRED Par ticipate in the state/regional leadership conference/event in role year. REQUIRED Develop and implement initiatives focused on increasing SHRM Cer tification REQUIRED Actively promote SHRM Cer tification and Recer tification for the SHRM Cer tified Professional (SHRM -CP) and SHRM Senior Cer tified Professional (SHRM-SCP) by having successfully completed the SHRM Preferred Provider registration process. PREFERRED FOR SILVER AWARD To achieve higher level awards complete two to seven of the items as noted in the SHAPE Planning Workbook under Section 3.4. PREFERRED FOR GOLD AWARD Complete four of the seven activities listed in Section 3.4 PREFERRED FOR PLATINUM AWARD Complete six of the seven activities listed in Section 3.4.

15 PROGRAMS Dir, Diversity Educational Opportunities Programs, Events, Reading Community Advocacy & Awareness Involvement, Visibility Collaborating with Relationship Development Chair Partnerships with other organizations SHAPE RESPONSIBILITIES REQUIRED Participate in the state/regional leadership conference/event in role year. REQUIRED Develop and implement initiatives focused on promoting diversity & inclusion. One initiative annually required.

16 PROGRAMS Dir, Workforce Readiness Community Advocacy & Awareness Involvement, Visibility Membership Education Identifying and sharing opportunities available to support and advance workforce readiness Collaborating with Relationship Development Chair Partnerships with other organizations SHAPE RESPONSIBILITIES REQUIRED Participate in the state/regional leadership conference/event in role year. REQUIRED Develop and implement initiatives focused on promoting workforce readiness One initiative required annually

17 Chapter Membership Strategy Identify opportunities to grow Chapter Membership Business College Relationship Management Development and management of local college/university relationships Membership Subject Matter Expert Initial/Renewal website issues Membership cost structure One initiative annually (SHAPE requirement) Membership Management Responsible for oversight of two Board Directors Membership, Student Relations VP, MEMBERSHIP R e s p o n s i b l e f o r g r o w t h a n d m a i n t e n a n c e o f m e m b e r s h i p f o r t h e l o c a l c h a p t e r o f S H R M. R e s p o n s i b l e t o s u p p o r t a n d a s s i s t t h e P r e s i d e n t, a n d t o p e r f o r m o t h e r d u t i e s a s m a y b e a s s i g n e d b y t h e B y - L a w s, t h e P r e s i d e n t, o r t h e E x e c u t i v e B o a r d. T h e V P o f M e m b e r s h i p i s s e c o n d i n l i n e f o r s u c c e s s i o n t o t h e P r e s i d e n c y i n t h e a b s e n c e o r d i s a b i l i t y o f t h e P r e s i d e n t a n d P r e s i d e n t - E l e c t. Membership Student Relations

18 VP, MEMBERSHIP SHAPE RESPONSIBILITIES REQUIRED When requested, submit the chapter membership roster for auditing by SHRM staf f and periodically request a membership repor t from the Membership Engagement Associate to conduct an internal audit. Refer to SHAPE Planning Workbook for specific format required. Submit the name and SHRM member ID number of new chapter members to the Member Engagement Associate as they join or as internal audits are concluded. Submit the name and SHRM membership IF number of the expired SHRM members in the chapter to the Member Engagement Associate. Additions and Removals can be submitted at the same time so long as the action needed taken is addressed (I.e. add to the chapter/remove from the chapter). REQUIRED Provide the total number of chapter members as of December 31 st of the role year. Includes both Local Members Only (LMOs) and In -Chapter SHRM Members as indicated in chapter records. Do not round the number. REQUIRED Par ticipate in the state/regional leadership conference/event in role year. REQUIRED At least ten (10) SHRM members primarily coded to the chapter or thir ty percent (30%) of its chapter membership must be active SHRM members, whichever is GREATER. [Looking for ward to 1/1/17 at least twenty -five (25) SHRM members primarily coded to the chapter AND a minimum of fif ty -one percent (51%) of its membership must be active SHRM members.] PREFERRED FOR GOLD AWARD Achieve Membership Star recognition for growth of SHRM membership in the chapter by at least percent over the 12/31/14 count, as outlined in the SHAPE Planning Workbook PREFERRED FOR PLATINUM AWARD Achieve Membership Super Star recognition for growth of SHRM membership in the chapter by at least three percent, as outlined in the SHAPE Planning Workbook

19 MEMBERSHIP Dir, Membership Collaborate with Dir, Relationship D eve lopment Identify and connect with potential new members Resource Utilization for members and potential new members: People on the Move in Business Journal/Eagle Luncheon Host for prospective firsttime members Manage Member Profiles Recruit At-Large SHRM members New Member Orientation Welcome & Introductions First Program Meet-ups Stay Inter views Non-Renewal Follow -up Monthly reconciliation with National SHRM Membership Development Coordinate with Dir, Certification SHAPE RESPONSIBILITIES R E Q U I R E D D e v e l o p a n d i m p l e m e n t i n i t i a t i v e s f o c u s e d o n i n c r e a s i n g m e m b e r s h i p R E Q U I R E D W o r k i n g w i t h M a r k e t i n g, o f f e r p r i m e b o o t h s p a c e a n d a m i n i m u m o f 1 5 m i n u t e s p o d i u m t i m e t o S H R M s t a f f i f h o l d i n g a c h a p t e r - s p o n s o r e d c o n f e r e n c e o r e v e n t w h e r e a n t i c i p a t e d a t t e n d a n c e i s o r m o r e. R E Q U I R E D D e v e l o p a p l a n t o i n c r e a s e t h e p e r c e n t a g e o f S H R M m e m b e r s o n y o u r c h a p t e r b o a r d t o 3 0 p e r c e n t. R e f e r t o S H A P E P l a n n i n g W o r k b o o k s e c t i o n PREFERRED FOR SILVER AWARD Develop a plan to increase the percentage of SHRM members on your chapter board to 50% throughout the duration of their terms in office. PREFERRED FOR GOLD AWARD 75 percent of board members are SHRM members throughout the duration of their terms of office. PREFERRED FOR PLATINUM AWARD 100% of the chapters board members are SHRM members throughout the duration of their term.

20 MEMBERSHIP Dir, Student Relations Collaborate with Dir, Relationship Development Coordinate relationships with schools Student Chapter Engagement Regular Student Chapter Leadership Meetings Identify and manage opportunities to engage student chapter members with Wichita SHRM Mentorship Program Luncheon Connections Internship Opportunities Identify and manage opportunities for Wichita SHRM to engage with the local student chapters Case Competition SHAPE RESPONSIBILTIES REQUIRED Participate in the state/regional leadership conference/event in role year. REQUIRED Develop and implement initiatives focused on increasing student member ship/activity/involvem ent

21 Relationship Development Board Subject Matter Expert and Focal for: Partnerships Community Recruiting Mentor Liaison Public Relations Management Responsible for oversight of three Board Directors Fundraising, Government Affairs & Advocacy, Networking VP, PUBLIC RELATIONS R e s p o n s i b l e f o r o v e r s e e i n g a n d m a n a g i n g t h e m a r k e t i n g a n d p u b l i c r e l a t i o n s a c t i v i t i e s o f t h e c h a p t e r. R e s p o n s i b l e f o r g e n e r a t i n g f u n d s t o s u p p o r t t h e a c t i v i t i e s a n d g o a l s o f t h e l o c a l c h a p t e r. Fundraising Government Affairs & Advocacy Networking

22 PUBLIC RELATIONS Dir, Fundraising Program Sponsorships E-blast Sales Advertisement Sales In-Kind Donation Solicitation Dir, Networking SHRM Foundation Event Organizer Wichita SHRM Scholarship Fund Event Organizer Member Mixers Informal opportunities for members and nonmembers to mingle

23 PUBLIC RELATIONS Dir, Networking SHRM Foundation Event Organizer Wichita SHRM Scholarship Fund Event Organizer Member Mixers Informal opportunities for members and nonmembers to mingle SHAPE RESPONSIBILITIES R E Q U I R E D S u p p o r t t h e S H R M F o u n d a t i o n b y m a k i n g a m o n e t a r y c o n t r i b u ti o n d i r e c t l y f r o m t h e c h a p t e r s f u n d s, r e c e i v e d b y t h e S H R M F o u n d a t i o n n o l a t e r t h a n D e c e m b e r 3 1 st o f r o l e y e a r. PREFERRED FOR SILVER AWARD Also complete one of the four listed and verified actions in Section 3.3 of the SHAPE Planning Wor kbook. PREFERRED FOR GOLD AWARD Also complete two of the four listed and verified actions in Section 3.3 of the SHAPE Planning Wor kbook. PREFERRED FOR PLATINUM AWARD Also complete all four of the activities listed in verified in Section 3.3 of the SHAPE Planning Workbook. P R E F E R R E D B e c o m e a S H R M F o u n d a t i o n C h a p t e r C h a m p i o n, a n d q u a l i f y f o r s e l e c t E x c e l a w a r d l e v e l s, b y c o m p l e t i n g a c t i v i t i e s a s n o t e d i n t h e S H A P E P l a n n i n g W o r k b o o k u n d e r s e c t i o n T h i s i n c l u d e s : a ) a t l e a s t o n e a c t i v i t y f r o m t h o s e n o t e d i n S H A P E P l a n n i n g W o r k b o o k o f t h e r o l e y e a r f o r E x c e l S i l v e r A w a r d, b ) a t l e a s t t w o a c t i v i t i e s f r o m t h o s e n o t e d i n S H A P E P l a n n i n g W o r k b o o k o f t h e r o l e y e a r f o r E x c e l G o l d A w a r d, o r c ) a l l f o u r a c t i v i t i e s f r o m t h o s e n o t e d i n S H A P E P l a n n i n g W o r k b o o k f o r t h e r o l e y e a r f o r E x c e l P l a t i n u m A w a r d.

24 PUBLIC RELATIONS Dir, Government Affairs & Advocacy Government Relations Legislative Education Legislative Conference Liaison Lobbyist Relations One initiative annually (SHAPE requirement) SHAPE RESPONSIBILITIES REQUIRED Par ticipate in the state/regional leadership conference/event in role year. REQUIRED Develop and implement initiatives focused on governmental af fairs/advocacy PREFERRED FOR PLATINUM AWARD Ser ve as a resource to the community or local media on HR issues and provide information and resources to chapter members regarding the impact of state or federal legislative issues. PREFERRED FOR PLATINUM AWARD Present a periodic legislative repor t to chapter membres to keep them abreast of issues on the state and/or federal agenda and facilitate a discussion around the impact of the legislation on HR in your community. Discuss how they can become involved in the legislative process to impact the outcome of the pending legislation.

25 Internal / External Communications Designing, combining, formatting, distributing: Newsletter Press Releases Advertisements (Radio/Print/Web) Programs, Mixers, etc. E-Blasts Content for Social Media WBJ People on the Move Entries Eagle People on the Move Entries Communications Management Responsible for oversight of two Board Directors Website, Social Media VP, COMMUNICATIONS R e s p o n s i b l e f o r o v e r s e e i n g a n d m a n a g i n g t h e c o m m u n i c a t i o n a c t i v i t i e s o f t h e c h a p t e r. R e s p o n s i b l e f o r e n s u r i n g c o n s i s t e n t m e s s a g i n g w i t h i n a n d e x t e r n a l t o m e m b e r s h i p t o s u p p o r t t h e a c t i v i t i e s a n d g o a l s o f t h e l o c a l c h a p t e r. Website Social Media

26 VP, COMMUNICATIONS SHAPE RESPONSIBILITIES Marketing REQUIRED Participate in the state/regional leadership conference/event in role year. REQUIRED Promote the SHRM Annual Conference & Exposition to chapter members REQUIRED (IF QUALIFYING EVENT HELD) Working with Programs, offer prime booth space and a minimum of 15 minutes podium time to SHRM staff if holding a chapter - sponsored conference or event where anticipated attendance is 200 or more. (Contact Field Services Director early in the planning process to secure availability.) Communications REQUIRED Participate in the state/regional leadership conference/event in REQUIRED Ensure that the current SHRM AFFILIATE OF logo is correctly, consistently and prominently displayed in accordance with the Graphics Standards Guide for Affiliates. Check all materials to include, but not be limited to, stationary, newsletter mastheads, meeting agendas, chapter PowerPoint templates, name tags and conference programs. [Please check the Prezi] REQUIRED Promote the SHRM Annual Conference & Exposition to chapter members (refer to SHAPE Planning Workbook & VLRC for suggestions) PREFERRED FOR GOLD / PLATINUM AWARD Serve as a resource to the community or local media on HR issues This includes chapter members serving on other nonprofit community groups as an official representative of the chapter. Develop a relationship with representatives of local media (I.e. TV, radio, newspapers) establishing points of contact to be the voice of HR in our community.

27 COMMUNICATIONS Dir, Website Web host Relationship Management Website Issues Fee and Contract Management Website Management Content, Design, Layout SHAPE RESPONSIBILITIES Technology REQUIRED Ensure that the current SHRM AFFILIATE OF logo is correctly (including registrata mark), consistently and prominently displayed in accordance with the Graphics Standards Guide for Affiliates. Check all materials published online Preferred prominent placement of the logo on website is above the fold for maximum benefit to the chapter as a SHRM affilitate. REQUIRED Maintain a current chapter website REQUIRED Ensure the hyperlink from the chapter website to the SHRM website ( is working properly REQUIRED Participate in the state/regional leadership conference/event in role year. REQUIRED Promote the SHRM Annual Conference & Exposition to chapter members

28 COMMUNICATIONS Dir, Social Media Facebook LinkedIn Twitter Instagram & Other Media Developmental Media (I.e. Videos) Chapter Photographer

29 Treasurer Tax & Legal Filings Bank Reconciliation Scholarship Funs Treasurer Internal Review/Audit Chair Bi-annual External Review Coordinator Designing, combining, formatting, distributing: Luncheon Registrations Finance Management Responsible for oversight of one Board Director Finance Accounting * Matrix role with Secretary VP, FINANCE R e s p o n s i b l e f o r t h e f i n a n c i a l a f f a i r s o f t h e c h a p t e r i n c l u d i n g t h e m a n a g e m e n t o f c h a p t e r f u n d s, p r e p a r a t i o n, i n t e r p r e t a t i o n, a n d d i s s e m i n a t i o n o f p e r i o d i c f i n a n c i a l r e p o r t s t o t h e E x e c u t i v e B o a r d. A s a f i n a n c i a l a d v i s o r o f t h e c h a p t e r, t h e t r e a s u r e r m u s t b e i n a p o s i t i o n t o a s s e s s t h e f i n a n c i a l i m p l i c a t i o n s o f p r o p o s e d a c t i o n b y t h e e x e c u t i v e c o m m i t t e e a n d i n f o r m t h e c o m m i t t e e p r i o r t o t h e d e c i s i o n s b e i n g m a d e. T h e t r e a s u r e r m u s t b e a b l e t o a s s e s s t h e f i n a n c i a l d i r e c t i o n o f t h e c h a p t e r, r e c o g n i z e p o s s i b l e f i n a n c i a l p r o b l e m s a n d b r i n g s u c h p r o b l e m s t o t h e a t t e n t i o n o f t h e e x e c u t i v e c o m m i t t e e f o r a c t i o n. T h e t r e a s u r e r s h a l l p a r t i c i p a t e i n t h e bi- a n n u a l a u d i t p r o c e s s. T h e t r e a s u r e r s h a l l a l s o p e r f o r m o t h e r d u t i e s t h a t m a y b e a s s i g n e d b y t h i s c o n s t i t u t i o n, t h e b y - l a w s, t h e p r e s i d e n t, o r t h e E x e c u t i v e B o a r d.

30 VP, FINANCE SHAPE RESPONSIBILITIES REQUIRED Ensure financial results are consistently maintained during the year to ensure ability to provide year -end financial results for the period 1/1/role year 12/31/role year. REQUIRED Participate in the state/regional leadership conference/event in role year. REQUIRED Work with Foundation Director to support the SHRM Foundation by making a monetary contribution directly from the chapter s funds, received by the SHRM Foundation no later than 12/31/role year PREFERRED FOR SILVER AWARD Also complete one of the four listed and verified actions in Section 3.3 of the SHAPE Planning Workbook. PREFERRED FOR GOLD AWARD Also complete two of the four listed and verified actions in Section 3.3 of the SHAPE Planning Workbook. PREFERRED FOR PLATINUM AWARD Also complete all four of the activities listed in verified in Section 3.3 of the SHAPE Planning Workbook.

31 FINANCE Dir, Finance Accounts Payable Accounts Receivable Program Registrations