Financial Secretaries Open Forums

The Financial Secretary Open Forums are an optional opportunity for new and experienced FSs to meet with the Virginia State Training Team to ask questions, receive guidance, and to discuss issues/concerns that matter to them.

Date TBD of each month.

7P – 8P

Link to the Financial Secretary Open Forum:
https://us06web.zoom.us/j/88682774507?pwd=lO5emiTvtfIIhKS57VJQroP0M5zjYO.1

Important: Use the following Zoom link and meeting ID/passcode for all seminars:

https://us06web.zoom.us/j/87461415325?pwd=x1UsiSbpeeae4i1qvwVKdwxa0PDhqS.1

Meeting ID: 874 6141 5325 Passcode: 646296.

Financial Secretary Resources

Financial Secretary and Comptroller Role and Operating Model

• VSC FS and FC Role and Operating Model
• VSC FS and FC Role and Operating Model Infographic
  
  Budget and Planning
• Budget Template
• Fraternal Year Budget Execution Workbook
• Fraternal Year Calendar Example
• VSC Integrated Annual Deadline Calendar
• VSC Integrated Annual Deadline Quick Reference Schedule
• VSC Annual Deadline Tracking Sheet
  
  Dues and Assessments
• VSC Council Dues and Assessments
• VSC Council Dues and Assessments Cheat Sheet
• VSC Council Dues and Assessments Infographic
• VSC Council and Assembly Dues Billing Process Workflow
  
  New and Transfer Member Management
• VSC – Why do we still use Form 100?
• Supreme Council Position on Form 100
• VSC Processing Members Transfers
• VSC Processing Member Transfers Quick Reference
• VSC Transfer Account Adjustment – Form 142
  
  Membership Card Preparation and Distribution
• VSC Membership Card Preparation and Distribution
• VSC Membership Card Preparation and Distribution Checklist
  
  Associate Member Initiative (AMI)
• VSC Affiliate Member Initiative
• AMI Quick Reference Guide
• AMI Workflow Infographic

Creating a Financial Secretary and Comproller Binder

• VSC Training Reference Binder Guide Instructions
• VSC Training Reference Binder Quick Reference
• VSC Training Reference Binder Guide – Avery 1187 Tabs

Leadership Training Session

• Leadership Communication: Building Trust One Conversation at a Time
  • MP4
  • Audio only
  • Slides PDF
  • Participant Handout
  • Chat

On Demand Training Sessions

• Financial Secretary and Comptroller Training
• Financial Secretary and Comptroller Training
• Annual Survey of Fraternal Activity and Member Billing
• Planning Next Year’s Council Budget and Calendar (Slide Deck)
• Member Experience Interest Survey / Training Team Survey – Successes and Improvements
• Completing the Annual Audit and Forms 185, 365, VSS-4, and VSS-6