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Treasurer

The Treasurer provides general oversight and management of all service unit finances.

  • Download the Treasurer’s Position Description
  • Read the Treasurer's Calendar of Duties

    September/October

    New Treasurers:

    • Become a signer on service unit bank account
    • Sign up to have online access to monitor the bank account
    • Obtain a debit card for the bank account
    • Arrange for the service unit bank account statements to be mailed to the service unit manager since you are keeping the account checkbook

    All Treasurers:

    • Ensure all troops have a bank account prior to Fall Product  go day
    • Assist new troops with opening and managing new bank accounts
    • Review previous Year End Finance Report; make changes to new year annual budget if necessary.
    • Collaborate with your service unit team to develop budget for year
    • Attend leader meetings to provide service unit finance report as needed
    • Obtain Troop Bank Account Records from all new troops. Submit a copy to River Valleys

    November/December

    • Ensure all troops have a bank account prior to cookie go day

    January/February

    • Attend leader meetings to provide service unit finance report as needed
    • Ensure troops know how to fill out a troop finance report

    March/April/May

    • Attend leader meetings to provide service unit finance report as needed
    • Remind troop leaders to turn in troop finance reports by June 15th
    • Work with service unit team to create incentives to motivate troop leaders to submit finance report June 15th

    June/July/August

    • Attend Service Unit plan of work meeting
    • Submit SU Finance Report to River Valleys by June 30
    • Collect and submit all troop finance reports; submit to River Valleys by June 30
    • Attend leader meetings to provide service unit finance report as needed
    • Assist disbanding troops with closing accounts and finalizing paperwork
    • Contact troops that have not submitted a troop finance report by June 15
    • Review all troop finance reports and discuss problems with your service unit manager

    Year Round Duties

    • Attend service unit team meetings
    • Treasurer must be the third signer on all NON-Wells Fargo accounts
    • Know council policies relating to money management
    • Make sure all service unit purchases are within council policy guidelines
    • Assist with questions d concerns related to service unit/troop money management
    • Keep a copy of all service unit and troop finance reports for service unit records
    • Keep bank account information for both new and returning troops
    • Discuss money issues with service unit team as necessary

Forms + Resources