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27th Annual Fall ConferenceSeptember 16th, 2010  

Board Members

 

President: Denise Brock

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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

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  • 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