DIRECTOR OF FINANCE & OPERATIONS

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ACADEMY OF PRINCIPLED LEADERS.

DIRECTOR OF FINANCE & OPERATIONSWORKBOOK

Sigma Tau Gamma Fraternity, Inc.© 2021, Earl A. Webb Academy2

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S.GROUP 1Beta Pi Associate ChapterFrostburg State University

Eta Nu Associate ChapterUniversity of Wisconsin-Madison

Lambda Associate ChapterBlack Hills State University

Zeta Omega Associate ChapterThe Ohio State University

Zeta Tau Associate ChapterIowa State University

Zeta Upsilon Associate ChapterUniversity of Nebraska-Lincoln

Eta Lambda Associate ChapterUniversity of Maryland-College Park

Eta Mu Associate ChapterUniversity of Kansas

GROUP 2Alpha PhiSoutheast Missouri State University

Alpha LambdaConcord University

Epsilon MuMarshall University

Gamma RhoCameron University

Mu Southeastern Oklahoma State University

Epsilon Zeta Embry-Riddle Aeronautical University-Prescott

Upsilon University of Arkansas-Monticello

Epsilon Omega Florida Institute of Technology

Epsilon Theta Plymouth State University

GROUP 3Delta Phi Fitchburg State University

Epsilon Delta University of Massachusetts-Lowell

Beta Iota California University of Pennsylvania

Delta Psi Associate Chapter Robert Morris University

Delta Upsilon Penn State Erie-Behrend College

Delta Pi University of Pittsburgh at Johnstown

Gamma Tau Millersville University

Epsilon Omicron

Monmouth University

Epsilon Pi University at Buffalo, The State University of NY

GROUP 4BetaTruman State University

OmegaMissouri State University

Alpha EpsilonHenderson State University

Psi Central Michigan University

Beta Upsilon Cleveland State University

Zeta Mu William Woods University

Beta Chi University of Nebraska at Kearney

Beta Zeta University of Central Oklahoma

Gamma Beta University of Wisconsin-Stevens Point

Beta Kappa University of Wisconsin-La Crosse

GROUP 5Beta Xi Winona State University

Alpha Chi University of Illinois at Urbana-Champaign

Epsilon Sigma Southern Illinois University-Edwardsville

Beta Gamma Youngstown State University

Epsilon Lambda Plattsburgh State University of New York

Gamma Theta University of Missouri-St. Louis

Alpha Omega Missouri University of Science and Technology

Zeta Phi Associate Chapter Carroll University

Kappa University of Wisconsin-Whitewater

Gamma Xi University of Wisconsin-Platteville

GROUP 6Gamma Pi Stephen F. Austin State University

Zeta Sigma Colorado State University

Zeta Psi Associate Chapter University of Colorado Boulder

Zeta Lambda University of Nevada-Reno

Delta Emporia State University

Zeta KappaKansas State University

Epsilon Pittsburg State University

Zeta Omicron Michigan State University

Gamma Chi Michigan Technological University

Gamma Phi University of Southern Indiana

GROUP 7Zeta Beta University of Cincinnati

Phi Southeastern Louisiana University

Epsilon Xi Saint Louis University

Theta Northwest Missouri State University

Alpha University of Central Missouri

Zeta Associate Chapter Northeastern State University

Epsilon Rho Salisbury University

Epsilon Tau University of North Carolina at Charlotte

Delta Alpha East Carolina University

Epsilon Upsilon Virginia Polytechnic Institute & State University

GROUP 8Beta Alpha University of Missouri

Zeta Pi University of Arizona

Beta Theta Purdue University

Eta Epsilon Associate Chapter Texas Tech University

Sigma University of Central Arkansas

Epsilon ChiAuburn University

Chi Western Michigan University

Zeta Alpha Arizona State University

Epsilon Phi University of Alabama

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S.Thursday, January 07On Your Own Time Pre-Assessment Survey Sent via Email

Friday, January 08On Your Own Time State of the Fraternity Address Sent via Email

Saturday, January 0910:00 – 11:30 AM Presidents Track Zoom link sent via email Director of Finance & Operations Track Director of Recruitment Track Standards Board Chairman Track 11:45 – 12:15 PM Keynote Address Zoom link sent via email Josh Orendi, Co-Founder and ChiefBusinessDevelopmentOfficer, Phired Up & TechniPhi

12:15 – 12:45 PM Lunch and Roundtable Discussions Zoom link sent via email Housing Foundation Recruitment 12:45 – 1:15 PM Keynote Address Zoom link sent via email Josh Orendi, Co-Founder and ChiefBusinessDevelopmentOfficer, Phired Up & TechniPhi

1:15 – 2:05 PM Breakout Session 1 Zoom link sent via email Presidents Track Director of Finance & Operations Track Director of Recruitment Track Standards Board Chairman Track



4:05 – 4:30 PM Track Closing Zoom link sent via email

Wednesday, January 138:00 - 9:00 PM Spring Semester Kickoff Zoom link sent via email

Monday, January 11 - Friday, January 22Pre-scheduled Chapter Meetings with Staff Liaisons Zoom link sent via email

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DIRECTOR OF FINANCE & OPERATIONSWORKBOOK

Sigma Tau Gamma Fraternity

8741 Founders Road | Indianapolis, IN 46268

Phone: (317) 644-1920 | Web: sigtau.org | Email: [email protected]

Thursday, January 07On Your Own Time Pre-Assessment Survey Sent via Email

Friday, January 08On Your Own Time State of the Fraternity Address Sent via Email

Saturday, January 0910:00 – 11:30 AM Presidents Track Zoom link sent via email Director of Finance & Operations Track Director of Recruitment Track Standards Board Chairman Track 11:45 – 12:15 PM Keynote Address Zoom link sent via email Josh Orendi, Co-Founder and ChiefBusinessDevelopmentOfficer, Phired Up & TechniPhi

12:15 – 12:45 PM Lunch and Roundtable Discussions Zoom link sent via email Housing Foundation Recruitment 12:45 – 1:15 PM Keynote Address Zoom link sent via email Josh Orendi, Co-Founder and ChiefBusinessDevelopmentOfficer, Phired Up & TechniPhi




4:05 – 4:30 PM Track Closing Zoom link sent via email

Wednesday, January 138:00 - 9:00 PM Spring Semester Kickoff Zoom link sent via email

Monday, January 11 - Friday, January 22Pre-scheduled Chapter Meetings with Staff Liaisons Zoom link sent via email

Webb AcademyJanuary 9, 2021

Virtual


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S.ROLE OF THE DIRECTOR OF FINANCE & OPERATIONS The primary objective of the Director of Finance & Operations is to serve on the Executive Cabinet and advance the goals of the chapter through proper fiduciary management. In doing so, he provides a stronger experience for his chapter brothers ensuring pivotal operations of the chapter run smoothly. It is through his efforts and leadership that the Director of Finance & Operations will promote the integrity of the organization, archive the business of the chapter, and ultimately advance the goals of the chapter.

KEY ROLES

• Lead, manage, and ensure the successful completion of responsibilities of the Marshall, Treasurer, and Secretary.

• Meet regularly, both individually and as a division, with coordinators. • Attend all Executive Cabinet Meetings. • Develop, submit, and oversee budget for areas of responsibility. • File and report an accurate chapter roster through OmegaFi twice per year (November

15 and April 15). • Attend Webb Academy (January) and participate in Finance & Operations Track.

TreasurerThe Treasurer serves under the Director of Finance & Operations. He is responsible for conveying the state of the finances with all chapter brothers. His job is to work with OmegaFi to bill members accurately, draft a budget each semester, as well as regularly provide the chapter with a financial update. Specific responsibilities include:

KEY ROLES

• Establish an annual budget for the chapter that aligns with the chapter’s goals and priorities.

• Ensure prompt and complete payment of dues and membership related expenses. • Track expenditures and maintain records and receipts. Create practices and reinforce

policies to ensure financial responsibilities are met and are in accordance with the Constitution and Laws of the chapter and national fraternity.

• Communicate regularly with the chapter’s OmegaFi Chapter Services Representative regarding the chapter’s current financial standing and collection of dues.

• Inform the chapter and executive cabinet of the current expenses and account balances on a weekly basis.

• Report annually to the IRS and/or work with the national vendor hired by Headquarters. • Collaborate with WPN House Manager on member billing and collection (if WPN property).

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ACADEMY OF PRINCIPLED LEADERS.SecretaryThe Secretary serves within the Executive Cabinet of the chapter. He is responsible for the documentation of all meetings of the Executive Cabinet and the full chapter. His job is to note official business and reports presented during chapter meetings through minutes and provide them weekly to the chapter members. He should also develop and maintain a filing system for minutes and assist with filing chapter reports. Additionally, he will serve as a member of the chapter’s Standards Board. Specific responsibilities include:

KEY ROLES

• Create and manage the records and minutes of Executive Cabinet and chapter meetings. • Manage and maintain an accurate chapter roster with the Office of Fraternity &

Sorority Life (or equivalent office). • Serve on the Standards Board and manage forms, notifications of proceedings, and

Headquarters reporting.

MarshallThe Marshall serves under the Director of Finance & Operations. He is responsible for maintaining the order during official meetings and preparing and practicing for chapter ceremonies. Specific responsibilities include:

KEY ROLES

• Conduct ceremonies and rituals in accordance with the Constitution and Laws of the Fraternity.

• Ensure members participating in Ceremony of Association and Ritual of Initiation have paid all required fees prior to the ceremony or ritual.

• Maintain and protect the ritual equipment of the chapter. • Complete initiation material inventory reports with Headquarters upon request.

BDO USAOur team at BDO USA serves as our tax filing partners. They help us ensure we meet all IRS requirements to maintain our tax-exempt status at both the national and chapter level.

Filing your taxes on time, before October 1, each year is a requirement of the Chapter Standards, and if you don’t file, your chapter could lose its tax-exempt status with the IRS. There’s a hefty cost to get it back! BDO will send out plenty of reminders over the summer and into early fall to help you remember to complete your tax organizer. They even host webinars that show you step-by-step how to complete your 990 tax organizer.

So what should you be doing between now and when it’s time to complete your tax organizer and file your taxes in October? Chapters should be tracking any non-member income they receive. Non-member income is from fundraisers for the chapter or from events. For example, if your chapter works the concession stand at baseball games. Non-member income is taxable over a certain amount, even though chapters are tax-exempt. So, take one extra step to ensure you are tracking any additional income.


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S.IMPORTANT DATES AND DEADLINESSpring 2021 – Fall 2021

JANUARY 2021 DUE DATEVirtual Webb Academy Attendance January 9, 2021

President, Director of Finance,

Director of Recruitment, Standards Board Chairman

Spring Billing Cycles Set-Up in Vault January 15, 2021

MARCH 2021

Spring Association Report Due March 1, 2021 $200 Late Fee

APRIL 2021Spring Initiation Report Due April 1, 2021 $200 Late Fee

Fall Roster Update Due April 15, 2021

Chapter Standards Report Due April 15, 2021 Admin. Suspension

MAY 2021National Dues & Fees Balances Due May 31, 2021

National Dues & Fees, Member Safety,

Conferences

JUNE 2021Summer Conference Attendance TBD

JULY 2021Fall Billing Cycles Set-Up in Vault July 15, 2021

OCTOBER 2021Member Safety Balance Due October 1, 2021 Admin. Suspension & Surcharge

Fall Association Report Due October 1, 2021 $200 Late Fee

Form 990: Tax Organizer Due October 1, 2021 Admin. Suspension & 5% Surcharge

NOVEMBER 2021Fall Initiation Report Due November 1, 2021 $200 Late Fee

Spring Roster Update Due November 15, 2021

Annual Officer Elections Chapter Discretion

DECEMBER 2021Officer Updates in Vault Due December 1, 2021

How do you plan on revisiting these deadlines with your Executive Cabinet regularly so that you don’t miss any items on this list?

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ACADEMY OF PRINCIPLED LEADERS.CHAPTER STANDARDS

Academics1. Chapter recruits potential new members who have at or above a 2.5 cumulative high

school GPA, or, if established, collegiate GPA.2. Chapter achieves a minimum, semesterly, chapter GPA at or above the campus All

Men’s Average GPA or achieves a 2.7 semesterly GPA for campuses who do not provide an All Men’s Average GPA.

Education and Programming1. Chapter sends the required four officers - no substitute officers - to attend Webb

Academy in its entirety. 2. Chapter sends two or more members to attend Noble Man Institute in its entirety.3. Chapter sends two or more members to attend Grand Conclave/Endeavor leadership

program in its entirety.4. Chapter executes Path of Principles in its entirety with associate members.

Finance & Administration1. Chapter meets all administrative and financial deadlines each semester as outlined in

the Important Dates and Deadlines Document.2. Chapter is current on all academic year finances, having a $0 balance in their National

Dues and Fees, Conferences, Member Safety Fee*, and housing registers by May 31. 3. Chapter elects new officers in November and updates contact information for all

officers in Vault by December 1.

Member Safety & Wellness1. Chapter abides by the Fraternity’s Member Safety and Wellness Policy.2. All member education, recruitment, and ritual events are alcohol-free.

Recruitment & Retention1. Chapter size is equal to or greater than the IFC average chapter size or 28 members –

whichever is higher.2. Chapter retains 85% of total associate members from association to initiation.3. Chapter supports “student choice” or 365 recruitment.

Ritual1. Chapter performs association and initiation ceremonies, as instructed by the Sigma Tau

Gamma ritual book, for every academic semester in which a chapter extends bids to potential new members.

2. Initiation of associate members takes place in the same semester in which bids are extended.

Service & Philanthropy1. Chapter averages at least 12 hours of service per member per semester. 2. Chapter hosts at least one fundraiser a year through CrowdChange to raise funds for

Special Olympics.

Which three of these Chapter Standards do you feel your chapter needs to focus on the most this year?


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S.INSURANCE AND MEMBER SAFETY FEEThe member safety fee is due each year on October 1. It pays for the general liability insurance for each chapter. Like other national dues and fees, the member safety fee is billed in bulk to the chapter, usually in July. The chapter then bills each member individually for the fee. As members pay their dues, those that are dedicated to the member safety fee will accumulate in the Vault - STG Member Safety Fee Register. It’s wise to bill your member safety fee early on in your fall billing cycles, so that the total amount is collected before October 1. Most chapters bill half the member safety fee in the fall and half in the spring each year, and several chapters even bill the full fee to members over the summer!

SIGMA TAU GAMMA FOUNDATIONThe Sigma Tau Gamma Foundation is a charitable and educational foundation whose main purpose is to support the Fraternity through grants and scholarships. Many scholarships, awards, and fellowships that are awarded to individual members during summer conferences are made possible and presented by the Foundation. Don’t forget to log onto sigtau.org to check out available scholarships and awards.

Chapter FundsIn addition to providing opportunities for scholarships and grants at the individual level, the Foundation also allows for chapters to establish and utilize funds in their chapter fund for a variety of purposes. A chapter fund is a restricted account, meaning that the funds, and earnings on the investment of the funds, may be used only for a particular chapter. So, if you, your parents, or an alumni member donate to your chapter’s fund, it may only be used for your chapter. The Foundation manages the fund, including fund accounting, investing, and preparing required reports for the Internal Revenue Service.

Chapter Funds may be used as: • Scholarships for members based on academic and leadership criteria • Technology grants for purchase and upgrade of chapter computer technology • Educational facility grants to the selected chapter • Leadership education grants for participation in institutes, seminars, and conventions

Your chapter’s usable chapter fund balance can be found on the chapter fund report located in Vault - Communications - Resource Center. You can also donate to your chapter fund any time at sigtau.org!

CROWDCHANGESigma Tau Gamma is excited to provide every chapter with the opportunity to utilize CrowdChange to help in raising funds for our national philanthropy – Special Olympics. CrowdChange is a virtual fundraising platform that will help you host virtual events and online fundraisers so that you can continue to raise money for Special Olympics. This platform offers tons of features to help you take your philanthropy events to the next level at no cost to your chapter!

Chapters have been extremely successful with CrowdChange, raising an average of 235% of what they raised the previous year for similar or identical events not on CrowdChange.

CrowdChange also offers several training webinars throughout the year and provides sessions on general tips and tricks for fundraising. The sessions will give you actionable tips on how to scale your philanthropy event and will offer guidance on fundraising virtually.

Check out CrowdChange at sigtau.org - resources.

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ACADEMY OF PRINCIPLED LEADERS.OMEGAFI KEY TERMS

990: IRS Form 990 is an informational tax form that all tax-exempt organizations must file annually. This form gives the IRS an overview of the organization’s activities, governance and detailed financial information. Any organization that fails to file the appropriate Form 990 for three consecutive years risks having its tax-exempt status revoked by the IRS.

501(c)(7): The IRS designates some organizations as tax-exempt based upon the organization’s purpose. Most fraternal organizations are considered “social clubs” with the 501(c)(7) designation from the IRS. Generally, social clubs are membership organizations primarily supported by dues, fees, charges or other funds paid by their members.

Fiscal Year: A fiscal year is a period used for calculating annual financial statements in businesses and other organizations. You must file Form 990 with the IRS at the end of every fiscal year.

Tax-Deductible: Charitable contributions by an individual may be deductible for income tax purposes when given to a 501(c)(3). However, gifts to 501(c)(7) organizations are NOT tax deductible. While the Sigma Tau Gamma Foundation is a 501(c)(3) organization, the Fraternity is a 501(c)(7).

Tax-Exempt: Tax-exempt organizations, like fraternities, typically do not pay federal income tax on revenue from the income they generate. Tax exempt for purchases on supplies, etc is a sales tax matter, and is different from being exempt from federal taxes.

Tax ID Number: Also known as an employer identification number, this number is a nine-digit number used as a tracking number by the IRS for tax purposes. This number is required information on all tax returns filed with the IRS. This number can be located in Vault under Chapter>Chapter Detail.

Balance Sheet: A summary of the financial balances of your organization, particularly your assets, liabilities, and equity as of a single point in time. A balance sheet essentially shows “what you have” and “what you owe”.

Bank Activity: Monthly statement showing credits and debits from your local bank account or your OmegaFi activity.

Disbursement Summary: This is a cash-basis accounting report for expenses. The report includes all transactions coded to an expense account from OmegaFi, deposit split registers, bill pay registers and bank account registers.

Income Statement: This shows the organization’s revenues and expenses during a particular time period. Unlike the balance sheet, the Income Statement can be run for a certain date range.

Receipt Summary: This is a cash-basis accounting report for income. The report includes all transactions coded to an income account from member payments, bill pay registers and bank account registers.


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S.OMEGAFI KEY TERMS

Chapter Services Representative (CSR)

Position that serves chapter and alumni leadership as they provide training and support. They initiate frequent contact with each chapter to ensure member accounts are accurate and up-to-date and to make recommendations to ensure timely payment and promote healthy finances. Should members and parents choose to contact OmegaFi, the Chapter Services Representative serves to facilitate resolution of any expressed dispute or question. The expressed purpose of the account management function is to ensure the financial success of the chapter, while at the same time provide support for other aspects of chapter management (such as communications).

Bill Pay

The accounts payable service that OmegaFi offers to chapters. OmegaFi can establish multiple Bill Pay funds for a single chapter for budgeting control and/or to support a non-chapter entity (such as a House Corporation). Multiple signature and spending limits, local check printing, special alerts, reporting, account and vendor balances are some of the optional features of this convenient service.

mySigTau

The custom, secure online interface where undergraduate chapter members can view account information, make changes to personal information, submit payments, complete event registration and view the chapter roster, calendar and available documents.

Vault

The secure online interface designed for use by chapter leadership. Users have access to member account detail, summary financial and accounting reporting, billing schedules, and accounts payables. They are also able to make updates to members’ accounts and communicate with their OmegaFi Chapter Services Representative via the interface.

Which tools in OmegaFi do you need to further explore? What are some of the beneficial tools in OmegaFi you just learned about today?

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ACADEMY OF PRINCIPLED LEADERS.BEST FINANCIAL PRACTICES

Best Practices Notes

Maintain a Current Roster

What is your current member roster number? Have you confirmed this is the correct number of members returning this spring? Have you checked that your billing cycle groups match your member roster? Have you set up billing cycles based on your current member roster number or do you need to adjust billing cycles?

Itemize Charges

Are you transparent about where member dues go? Can you articulate what each of the national dues and fees are for? Can you explain why chapter dues are set at the amount they are?

Create Reserves

What reserves do you currently have? Do you have a chapter savings account? Do you have alumni with debt that you could collect dues from to start building a reserve?


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S.WAYS TO IMPROVE COLLECTIONS

1. Keep your Member and Billing rosters up-to-date.2. Use your National Dues and Fees Letters to set-up billing cycles and

your budget. DON’T JUST COPY BILLING CYCLES FROM LAST SEMESTER.3. Don’t get fined! Use your Important Dates and Deadlines Document to

meet all expectations.4. Communicate financial expectations with members early and often

throughout the term. 5. Use OmegaFi/Vault for all billing. Don’t mess with Venmo, external

bank accounts, or cash payments to you. 6. Clarify financial expectations to new members.7. Create and maintain communication with parents.8. Offer flexible payment options in order to prompt quicker payment; or

offer incentives for early payment.9. Use the Standards Board to enforce non-payment penalties (such

as late fees or social restrictions).10. Create a reserve or savings register for your chapter.

What are at least five other things you can do right now to improve your chapter’s collection processes?

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ACADEMY OF PRINCIPLED LEADERS.ALUMNI COLLLECTIONS LETTER

Sigma Tau Gamma FraternityXXXXXX Chapter ADDRESSCITY, STATE ZIP

XXX DATE

Dear, NAME

My name is XXXXXX and I serve the XXXXXX Chapter of Sigma Tau Gamma as the Director of Finance & Operations. Our executive cabinet has been hard at work and has many exciting developments in the works. The chapter is currently reviewing our financial status to ensure the upcoming year will be financially sound. INSERT MORE INFORMATION ABOUT THE CHAPTER AS NEEDED.

Based on the records in OmegaFi, you currently owe money to the chapter. There is a bill sent to you each month with the amount owed. A copy of your most recent statement is attached. If you do not receive these statements, please provide me with a current mailing address, and I will update your record. In the course of our review, we did not find any notes or records of a payment plan or agreement between you and the chapter, or you have lapsed in those payments.

I am writing to ask that you to reach out to me via email with your plan of action to pay off the outstanding balance on your account. Currently, your OmegaFi balance is XXXX. I would like to hear back from you on or before (DATE). The chapter will take no action before that date. However, understand that we have the authority and right to refer any member for collection under the agreement with you signed with the chapter through OmegaFi when you joined Sigma Tau Gamma. If I do not receive written communication from you by (DATE), your account may be referred for collection and/or any other action that is deemed to be appropriate.

I want to work with you to create a plan that will help you pay off the outstanding balance in a reasonable amount of time. It would be my goal to create something that works both for you and the chapter. No one wants to send you to collections; we only want to receive the funds owed so that our chapter will continue to be financially viable in the future. I look forward to hearing from you.

Thank you,

Name Director of Finance & OperationsXXXXXX ChapterEmailPhone


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S.ROSTER MANAGEMENT

Member Roster

The member roster is your official list of who is active in your chapter at any given time. The roster should always be reflective of who is actually in your chapter - which could, and will likely, require periodic updates. However, there are two dates in particular that are critical for updates:by November 15 for the Spring Semester, and by April 15 for the Fall Semester. On these dates, you should update the roster to reflect the NEXT semester; meaning anyone who will not be active in the chapter in the spring must be removed from the member roster by November 15, and anyone who will not be active in the chapter in the fall must be removed from the member roster by April 15.

The chapter is billed National Dues & Fees for everyone on the member roster.

Billing Roster

The billing roster is your official list of who you are billing in your chapter at any given time. You must update the billing roster based upon the financial situation of the given member. If someone is graduating, you must remove them from the billing roster, or else they will be charged according to your chapter’s billing cycles the following semester. The billing roster has a separate function than the member roster, and the two rosters do not update

simultaneously. You must manage both.

REMEMBER:

The chapter is billed by Headquarters Staff each semester based upon the member roster.

Members are billed by the chapter each semester based upon the billing roster.

Your Chapter Services Representative at OmegaFi can answer any questions you may have about how to update either roster, or on any Vault functions.

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ACADEMY OF PRINCIPLED LEADERS.CHAPTER BILLING

Summer Conference Fee

Individual registration fees for Noble Man Institute, Webb Academy, Grand Conclave and Endeavor Conference are in addition to the Summer Conference Fee. This is a chapter charge to offset costs for Grand Conclave and the Endeavor Conference.

Associate and Initiate Fees

A new member’s information must be entered into OmegaFi as soon as the new member joins. Payment of the Associate and Initiate Fees is expected prior to participating in the Association and Initiation ceremonies. While individuals are responsible for paying, the chapter is also responsible for making sure the Associate and Initiate Fees are paid. The Initiation Fee will be credited back to the chapter if a member disassociates prior to Initiation - the Director of Finance simply needs to credit the individual’s account for the Initiation fee as soon as he marks the member as a disassociate. However, the Associate Fee is non-refundable; which is why it is recommended that chapters ensure Associate members pay the $50 fee before the Association Ceremony.

Member Safety Fee

Payment is due October 1. This is billed for each man on the roster. This is billed in conjunction with National Dues. The base rate fluctuates based on risk management violations, housing, etc.

National Dues and Fees

Payment is due May 31; but it is recommended the chapter ensures a zero balance in National Dues and Fees in December as well. This is billed for each man on the roster.

Schedule of Fees


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S.CONFRONTATION TIPS

• Use a Neutral Location

• Focus on Your Desired Outcome

• Describe the Damage the Behavior May Cause

• Describe the Benefits of Cooperation

• Address the Behavior – Don’t Attack the Member

• Understand the Cause, but Stand Your Ground

• Talk about Yourself and How You Feel

• Don’t Overwhelm the Member

ACCOUNTABILITY TACTICS

• Address Accountability with the Executive Cabinet

• Start with Associate Members

• Display Balances at Meetings

• Require $0 Balances to Run

• Assess Consequences

• Communicate with the Chapter

• Educate

• Be Accountable Today

• Use Collections

• Have the Hard Conversations

Who are some members you need to have “accountability” conversations with early on in your term? What things can you do to educate your chapter on your expectations as Director of Finance & Operations?

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ACADEMY OF PRINCIPLED LEADERS.ACTION PLAN

Identify the goal you WANT to accomplish, SHOULD accomplish, and MUST accomplish during your term as Director of Finance and Operations.

WANT TO ACCOMPLISH

SHOULD ACCOMPLISH

MUST ACCOMPLISH


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Documents

DIRECTOR OF FINANCE & OPERATIONS