“don’t garble the message ” connie leipard, cit nawic vice president
TRANSCRIPT
“Don’t Garble The Message”
Connie Leipard, CITNAWIC Vice President
Verbal Communication
• Can get messed up!!
NAWIC is a Business
• NAWIC is a corporation organized under the State of Texas laws for the purpose of:– Uniting for the mutual benefit women who are actively
employed in the various phases of the Construction industry
– To encourage cooperation and better understanding between them
– To promote fellowship and goodwill among the members of the organization
Illustration: Construction Business
• Necessity of plans and specifications; making sure the project completed aligns with the engineering, design and what the Owner expected to buy!
?? Question ??
• Is it okay to rely on the following statements as a reference to manage chapter business?– “We’ve always done it this way”– “Janie Sue served on the national board in 19**
and she says…..”– “National can’t tell us what to do”
Don’t Garble The
Message!
Do you expect?
– Sometimes research is required
Where to find it:
• Log in to the NAWIC website:
NAWIC Operations Manual:
• Read it, utilize it for accurate information on how to conduct chapter business- Section C. Updated Mid-Year & Post AMEC.
Don’t Garble The
Message!
Fiduciary Responsibility
• Chapter Board members act in trust as the responsible parties for the obligations of the chapter
• Chapter board members should always act in the best interest of the membership as a whole
• Review and approve budgets to fulfill NAWIC’s core purpose and chapter strategic plan which should support and help fulfill NAWIC’s national strategic plan
How to fulfill responsibilities
• Know how to perform your leadership role as an officer or member of the chapter board by reviewing the NAWIC Handbooks.
Don’t Garble The
Message!
Ask, Seek, Answer
• As Chapter Treasurer you are the custodian of the chapter funds
• Ask for documentation for expense reimbursement
• Seek out and follow best practices for transparency of chapter finances
• Be prepared to answer questions from fellow Board Members, Chapter Members and your NAWIC Director
Ask, Seek, Answer
• If you have read the Operations Manual, the NAWIC Handbooks and still have questions – don’t be afraid to ask!• Your Director• NAWIC Officers• NAWIC Office
As Chapter Treasurer
• You are member of the Budget Committee along with outgoing Treasurer and incoming President (outgoing President should give valuable input)
• Together prepare a realistic budget based on past experience and goals to accomplish
• Present budget to the Chapter Board of Directors for approval
• Communicate approved budget to the chapter membership
Money, Money, Money
• Money makes the world work!– Personally– Business– NAWIC chapters and on the national level
• As Chapter Treasurer part of your duty along with your entire chapter board is to understand the importance of making money for your chapter and overseeing how the chapter makes and spends money
NAWIC’s Tax Exempt Status• Qualified by the IRS - IRC §501(c) (6) as a
Business League exempt from paying federal income tax
• This status granted by the IRS has regulations that we must follow
NAWIC’s Revenue Stream
• Membership Dues• Qualified Sponsorships• Income from construction related
programs and services• Chapter Ways & Means (Fundraising)
Budgets tell a story…
• Where the Chapter money comes from
• How it is spent• What is accomplished
Budgets…
• Achieve goals & align priorities• Gives guidance on spending• Transforms money into a tool to
reach goals and fulfill needs• Communicates values and
expectations
Chapter Budget Analysis Form
• The Chapter Budget Analysis Form on the NAWIC website is a tool to help evaluate compliance for IRS regulations
• Copy of NAWIC_Chapter_Budget_Analysis_2010.xls
Important
• Prepare monthly report for Board of Directors and Membership
• Bank statement and cancelled checks should be reviewed monthly by B.O.D. at Board meetings
• Pay bills timely• Assist in filing Chapter IRS Compliance form to
NAWIC office• Assist in filing 990-N form to the IRS
View of the Future• Simplify procedures if they are cumbersome and
require too much time• Don’t complain about the duties and
responsibilities of Treasurer – no one will want to follow you!
• Mentor the next Treasurer – help her succeed• Seek out leadership potential in new
members – they are the future of your chapter & NAWIC
Don’t Garble The Message
“Sometimes questions are more important than
answers.”Nancy Willard
• Ask questions• Seek answers
• Act according to proper procedure
