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1 Oct 2019

The Role of the Treasurer

Target Audience

Anyone who is or thinking about becoming a treasurer. Anyone who wants to know what the duties of a treasurer are and qualities to look for.

Outline

The Treasurer has an important role in an organisation. An effective treasurer contributes to a successful organisation and is essential to Community, Voluntary or Charitable Organisations fulfilling their responsibility to manage their money and other resources properly. This workshop is for anyone who is a Treasurer or may be thinking of taking up office as a Treasurer and anyone looking to appoint or recruit a treasurer.

Topics Covered

The main areas covered will be:

  • Main responsibilities and duties of a treasurer
  • Characteristics of a good treasurer
  • Useful skills for a treasurer
  • Tips for being an effective treasurer
  • Pit falls to avoid
  • Basic rules of dealing with money
  • How the Treasurer fits into the management committee or Board
  • Accountability

The workshop will include discussions and practical examples of how to carry out the duties of a treasurer and good practice.

Instructor

Andrea Shupinski FCA

Andrea Shupinski is an accountant and business advisor. Andrea has extensive financial and senior management experience in the not-for-profit sector where she has helped organisations to prepare for a more regulated and transparent environment. Originally from England, she worked at a senior level in chartered accountancy firms. Andrea is currently a voluntary Board member for a Community crèche near to where she lives in South County Dublin. www.shupinski.ie

Outcomes

By the end of the workshop participants will:

  • Understand what a treasurer does
  • Have an understanding of best practice when carrying out the duties of a treasurer
  • Understand the tasks that fall to the treasurer to be done
  • Be able to prepare a financial report to the management committee
  • Understand internal controls, segregation of duties and good financial management mean and their importance
  • Understand the Dos and Don’t of being a treasurer

Fees

€70Nonprofit Organisation
€60Carmichael Resident Organisation
€80Statutory/Corporate Organisation

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