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Financial
Secretary
1. Attends Financial Secretary Diocesan Training upon his appointment
to theFinancial Secretary position (or at the next scheduled training).
This is not
optional. Uses the State Leadership Guide as a core reference tool.
2. Follows the Rules of the Order regarding all matters financial
within the council
3. Keeps council financial records and membership records
4. Collects and receives all monies that come into the council from any
source
5. Turns money over to the Treasurer for deposit in a timely manner
6. Sends out dues billing notices at least 60 days prior to actual
renewal date
7. Initiates retention measures when necessary, based on non-renewing
members
8. Ensures new members sign the Constitutional Roll at their First
Degree
9. Gives membership cards to new members at their First Degree
10. Participates in First Degree ceremony and is encouraged to attend
the
Second and Third Degrees for council members
11. Applies to Supreme Secretary for Honorary and Honorary Life
membership cards
for qualified members
12. Orders council supplies from the Supreme Council in concert with
Grand Knight
13. Mails the Report of Officers Chosen (Form #185) to the Supreme
Secretary by
July 1 and whenever changes occur
14. Reports all membership and insurance transactions to the Supreme
Secretary as
they occur
15. Attends all executive committee and council meetings
16. Attends all council functions if possible
17. Attends all District and Diocesan Meetings and training sessions
and promotes
the active attendance at same to fellow officers and council directors
18. Completes the contact and dues information on the Michigan State
Jurisdiction
Retention Worksheet and gives it to the Retention Committee
19. Maintains a good working relationship with the Insurance Agent
20. Provides all financial records and reports maintained by the
Financial Secretary to
the council Trustees for the audit on a semi-annual basis
21. Attends Treasurer Diocesan Training
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