To print this page properly - use Print icon located on the page.
To print this page properly - use Print icon located on the page.
Please note that JavaScript has to be enabled.
Home
Association Updates
About Us
Mission
Our Member Base
Board Members
Committees
Join Now
Membership Benefits
Online Application
Event Calendar
2010 General Event Listing
Previous Year(s) Event Listing
2009 Event Listing
2008 Event Listing
2007 Event Listing
2006 Event Listing
2005 Event Listing
2004 Event Listing
2003 Event Listing
Certified Treasury Professionals (CTP/CCM)
Resources / Links
Discussion Forum
News (Blog)
Contact Us
E-mail
Password
Remember me
Forgot password
Board Members
President: Denise Brock
Serve on the TMASD Board of Directors.
Establish goals, objectives and policies for the year.
Review the association's long term goals - adjust as necessary.
Oversee committee functions and planning.
Set agendas and preside over monthly luncheon meetings.
Conduct Board/Officer/Committee Chair meetings as needed.
Appoint individuals or committees as required.
Coordinate relations between the national AFP and TMASD.
First Vice President: Tony Vicari
Serve on the TMASD Board of Directors.
Conduct meetings in absence of the President.
Oversee the activities of the Government Relations Liaison.
Oversee the College Scholarship Program.
Formulate strategic plans for the upcoming fiscal year.
Oversee all planning and production aspects of the Annual Fall Conference.
Vice President - Education: Holly Kuemmerlin
Serve on the TMASD Board of Directors.
Oversee and guide the Program Committee.
Distribute annually list of TMASD events that qualify for CTP renewal credits.
Set up and schedule TMASD educational programs and seminars.
Coordinate study groups for CTP exam preparation.
Oversee the Facilities Committee.
Act as liaison with the academic community for TMASD related matters.
Vice President - Membership: Peter Zielinski
Serve on the TMASD Board of Directors.
Serve as Chairperson of the Membership Committee.
Oversee the maintenance of the membership database of the TMASD.
Administer membership renewals and new members applications.
Develop and coordinate new member recruitment programs.
Develop and coordinate member retention programs.
Vice President - Media: Matt Palenschat
Serve on the TMASD Board of Directors.
Serve as administrator for association website and membership database.
Responsible for ongoing updates and enhancements to website.
Distributes group communications and announcements.
Ensure A/V media and equipment is present and in place for association events.
Treasurer: Belinda Bernabe
Serve on the TMASD Board of Directors.
Perform the fiscal duties of the Treasurer of the Association.
Establish and maintain banking relationships for the Association.
Maintain financial records for the Association.
Prepare budget for the fiscal year.
Present financial statements to the Board at regular meetings.
Prepare Annual Report to the membership.
Prepare TMASD tax return and file in a timely manner.
Maintain adequate insurance for the Association.
Secretary: Crystal Carter
Serve on the TMASD Board of Directors.
Provide meeting/topic/location information to members and prospects.
Process meeting reservations.
Order and maintain stock of TMASD stationary and supplies.
Handle check-in at meetings.
Take attendance and keep track of actual vs. planned attendees.
Prepare name badges for expected attendees, guests & speakers.
Collect fees as due.
Prepare a list of luncheon guests and new members for President.
Prepare and distribute minutes of officer and luncheon meetings.
Send out the ballot and proxy for the election of the Board of Directors.
Maintain TMASD correspondence history and other appropriate records.
Audit: Matt Biros
Serve on the TMASD Board of Directors.
Ensure TMASD Board compliance.
Audit annual financial statements, including income statement and balance sheet, for accuracy.
Review actual vs. budgeted financial activity for reasonableness.
Facilities Coordinator: Le Phan
Select and reserve meeting facilities for TMASD luncheon programs.
Select menus.
Negotiate pricing and arrange for payment through Treasurer.
Ensure facility is set up according to Program Committee instructions.
© 2010 Treasury Management Association of San Diego
Powered by
Wild Apricot
integrated
website software
for
Nonprofit
and
Association Management
:
Membership Management
,
Website Builder
,
Online Fundraising
and
Event Registration