FINANCIAL SECRETARY DUTIES

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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