Who's Who
I received a sales tax id number from a new unit. Who do I notify?
Theda Smith at the state office
Board person who addresses issues related to membership
Membership coordinator, Renee Daniels
Every year, every region is required to hold an annual meeting at their ___.
Spring conference
Who is available to help run a chartering process from the GT?
FSC and Outreach coordinator (Beth Sniffen)
At least once at orientation
date your 990 is due
November 15
I have a unit whose 990 has been rejected, who should I follow up with?
Theda and the Treasurer, Sonya
Someone wants to host a special ed webinar
Special ed specialist, Lissa Zukoff
Two reports RDs need to file every month or they will not get their allotment.
RD report, treasurer report
Where is the information about chartering?
Charter binder- shared drive in the region resources area
If you want a GT member to attend an event you hold (even if they are a member of your board) what do you need to do?
Touch base with the person to see if they are available and send a completed field service request form to the DO of the field (found in the shared drive under region resources)
How soon after an event do you need to apply for travel and expense reimbursement?
30 days
Question about can I modify the bylaws template in a certain way.
Bylaws coordinator, Geri Lehane
Someone wants information about the Reflections program.
Arts Specialist: Jennifer Pollock-Hurst
Primer training event offered by the state in July. Every region should send at least one person, every year.
Summer Leadership Conference
What two committees are set up at a pre-charter meeting?
nominations and bylaws
When a unit requests training, the region board can provide it. This could be called an educational term
school of instruction
Where is the expense voucher form located?
Shared drive under governance teams- forms
Someone tried to complete a Stanley Marcus award application from the state website and the application was closed. Who do I contact?
Awards Coordinator, Karen Quimby
Programs/events associate, Kim Blasiak
Someone wants information about how to get more men involved.
Male Engagement Specialist: Anthony Cruz
Monthly training webinar series. If you watch 6 you can get an award
Leadership Webinar Series
At the end of the charter meeting what forms need to be completed (name 2)
AIM insurance form, Charter application, EIN application, sales tax application
region board has a quorum of at least
10- look at your region bylaws found on the shared drive
Who do you send your expense voucher to?
officer for the Field team (Joan/ Rob) and treasurer (Sonya)
I updated my region board list. Who should I let know
Operations/events manager, Carol Raymond Clementi
How do I write a resolution?
Resolutions Coordinator: Amy Hysick
Opportunity to meet with legislators in Albany in February
Lobby Day
After a charter, what should the region do?
Provide intense training for a year.
To help your region board meeting run smoothly, always have an ___ and use ____.
agenda, Robert's Rules
When should a treasurer's report be filed in your region resources site on the shared drive?
By the 10th of every month