Skip to Main Content

APNA Treasurer Position Description

The Treasurer has charge and custody of and is responsible for all funds and securities of the association. The Treasurer reviews financial statements and the fiscal status of the association on a regular basis, ensures the Board which is the finance committee receive appropriate financial reports and are kept informed. Other duties may be assigned by the President or by the Board.


TERM

The Treasurer serves for one three-year term.


DUTIES

In addition to the responsibilities of all members of the Board, the Treasurer:

  • Assumes responsibility for and ensures the maintenance of appropriate records of all funds and securities of APNA
  • Serves as chair of the finance committee
  • Reviews financial statements and the financial status of the association on a regular basis
  • Works in partnership with the executive director on developing and presenting a budget aligned with the strategic plan for Board approval and reviewing financial forecasts
  • Supports achievement of the strategic plan.
  • Presides at meetings of the finance committee. Develops agenda for committee meetings in collaboration with the executive director and works to ensure meeting objectives are met.
  • In collaboration with the executive director, models the partnership philosophy between Board and staff.
  • Reviews annual audit and ensures follow up to and compliance with auditor recommendations
  • Directs the Board in creating policies that ensure the financial integrity, transparency and accountability of the association.
  • In collaboration with the executive director, recommends policies and guidelines and practices that broaden and diversity sources of revenue, maximize efficient use of resources and provide for long term financial stability and growth.
  • Oversees association’s investment policy and guidelines.
  • Prepares and presents periodic reports to the membership and other key stakeholders on the fiscal state of the association.
  • Maintains a current knowledge of global trends and developments influencing APNA and all APNA programs, products and services
  • Provides support to chapter Treasurers as needed
  • Represents association as assigned
  • Avoids conflicts of interest and promptly notifies the executive director if a potential conflict arises.

QUALIFICATIONS

  • Must be a voting member in good standing for at least one year immediately prior to assuming office.
  • Demonstrated leadership skills and previous APNA volunteer leadership service are preferred.
  • Knowledgeable about global trends and issues influencing the association and the association’s programs, projects and services
  • Experience with strategic planning and budgeting
  • Understands and can interpret, analyze and explain financial statements, sources and uses of revenue and expense, risks and opportunities
  • Understands applicable operating ratios and can evaluate the association’s performance relative to association standards
  • Excellent written and oral communication skills
  • Informal and formal leadership experience
  • Participative leadership style
  • Demonstrated problem solving and ethical decision-making experience
  • Excellent time management and organizational skills
  • Conflict resolution skills
  • Ability to work with diverse styles and personalities and facilitate teamwork and consensus
  • Works well under pressure and is good on his/her feet
  • Experience mentoring future leaders
  • Demonstrates flexible work habits
  • Willing to commit the time and skills necessary to fulfill the expectations of the role.
  • Sets and maintains high standards for personal performance
  • Available to travel to APNA Board meetings, annual conference and other APNA or allied organization meetings as may be required, dependent on public guidelines at date of event.