Job Description: AMTE Treasurer

Term

Three-year Commitment

Travel and Participation 

AMTE holds two face-to-face board meetings per year and conducts monthly board meetings online the rest of the year.  The AMTE Treasurer meets as needed with the Finance Director (staff) to review financial and budgetary information. The Finance Director provides the Treasurer a treasurer’s report and financials to share with the board at monthly board meetings.  

  • Face-to-face Board Meetings  AMTE holds two such board meetings each year; 

  • the day before the AMTE annual conference (January or February); 

  • At the Board Retreat/Meeting, 1 ½ day meeting, in October (location tbd) 

  • Monthly Online Meetings: The Board also meets online using Zoom, on the 3rd Friday of each month 

  • Meetings as needed with the Finance Director: These meetings are held as needed and are usually brief, approximately 30 minutes, to discuss items of importance. 

  • Meetings with the Finance Committee: These are called on an as needed basis to discuss issues of importance and items to bring to the board for consideration. 

  • Travel reimbursement policies 

  • For the twice-annual Board meetings, AMTE will pay for hotel accommodations, travel and meals (receipts are required). 

 Responsibilities of the Position

  • Contribute time, effort, and knowledge to advance the objectives of the Board and attain the goals of the organization with an eye towards fiduciary responsibility.  
  • Present monthly financial reports at board meetings and present the annual financial report at the annual the Annual Business meeting. All financial reports are prepared by Finance staff and reviewed with treasurer prior to presentation. 
  • Chair the Finance committee and Work with finance staff to oversee the financial affairs of the organization and ensuringsound financial management. 
  • Approve payments, owed by the organization, entered by staff in the online system. 
  • Work with ED and finance staff to prepare budget. Along with the executive director and finance director, present the budget and rationale to the board for approval. Monitor adherence to the budget (via monthly reports prepared by finance staff) and recommend adjustments as necessary. 
  • Serve as voting member of the board who prepares for and participates in online conference call and face-to-face Board discussions 
  • In collaboration with Civica, train in-coming treasurer and support as needed to learn responsibilities and online systems.   
  • Assist in other Board activities and Task Forces, as needed 
  • Review expenses and income allocations in accounting software to ensure accuracy 
  • Tracks STaR/fundraising donations and related expenses. Provide monthly donation report to STaR fundraising committee chair. Provide annual donation report to the board, fundraising committee, and star committee.

Board Representative Assignment(s):

  • Treasurer serves as the representative to the Membership Committee (and may be assigned to others as needed).

From AMTE Constitution and By-laws:

The Treasurer shall ensure that all revenues and expenditures of AMTE be in conformity with the Constitution, By-laws, and policies of the AMTE; shall be responsible for maintaining records of all monies received and paid in the name of the Association; shall maintain a current and accurate membership list; shall maintain the Association's non-profit status; shall transact the financial affairs of the Association upon recommendation of the Board of Directors; and shall prepare financial reports to be presented at the meetings of the Board of Directors and prepare an annual report to be presented at AMTE's annual business meeting.

For more detailed information including a sample timeline of duties, please see pages 8 – 9 of the AMTE Leadership Handbook (4-17-10), which is located on the AMTE Website at: http://amte.net/about.