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OSMAA FINANCE CHAIRMAN




OSMAA FINANCE CHAIRMAN
TIME-LINE JOB DESCRIPTION
 2009-2010

The Finance Chair will: 

As immediate past treasurer, serve as chairman of the Finance Committee along  with the president, president-elect, treasurer and treasurer-elect.

Prepare a budget in early spring for the ensuing year from estimates and reports submitted by officers and committee chairmen.

Present proposed budget to the Board at the Pre-Convention Board meeting for approval and to the House of Delegates at the State Convention for adoption.

June1, 2009
Make sure books are reviewed by the OSMA Finance Director.  Assist current Treasurer by providing an overview of procedures for handling Alliance finances.  Contact Treasurer, Anne Edmonds, baedmonds@msn.com

July (  ), 2009
Attend OSMAA Summer Board Retreat

August 31, 2009
Submit a written report and presentation of financial affairs of the OSMAA for the Fall Board Meeting.  Submit to Secretary, Kathy Bookman, paris02@hotmail.com and Nancy Bennett@okmed.org

September (14), 2009
Attend OSMAA Fall Board meeting

October (26? TBA ), 2009
Attend meeting of Finance Committee.  Notify members of committee of the meeting.  Take minutes at the meeting to assist in writing the January report. 

Prepare an Agenda and sample budget to send out prior to the meeting.  Nancy Bennett,
OSMAA will assist:  Bennett@okmed.org.  

November 15, 2009
Deadline date for Finance Committee to have met and submitted in writing a proposed
budget, reimbursement recommendations, and overview of accounts.  Submit proposed budget, recommendations and overview in report form to the President and Treasurer.

December 31, 2009
Submit a written report and presentation of financial affairs of the OSMAA for 2008 for the OSMAA Winter Board Meeting.  Submit to Secretary, Kathy Bookman, paris02@hotmail.com and Nancy Bennett@okmed.org   

January(12), 2010
Attend the OSMAA Winter Board Meeting

March 1, 2010
Write an Annual Report for the State Convention Notebook.  Submit to Nancy Bennett,
OSMAA, Bennett@okmed.org and Kathy Bookman at paris02@hotmail.com   

Update changes in the Timeline Job Description for the next officer.  Submit to
President-Elect, Debbie Sutor, rsutor@cox.net   

April 15--17, 2010
Attend OSMAA Annual State Convention.

Last update: 07-16-06; 02-26-07; 08-21-07; 03-14-08; 5-23-09; 7-14-09