CLUB TREASURER SEMINAR PRESENTED AT INDIANA LIONS LEADERSHIP

CLUB TREASURER SEMINAR PRESENTED AT INDIANA LIONS LEADERSHIP

CLUB TREASURER SEMINAR PRESENTED AT INDIANA LIONS LEADERSHIP CONFERENCE NOVEMBER 5, 2016 PL AINFIELD, IN PRESENTED BY PDG MARTY JUEL 1

2 Agenda Review position responsibilities Identify benefits MyLCI provides club treasurers Review role specific MyLCI features and

functions Review options to keep records Review tax and other regulatory issues 3 CLUB LEADERSHIP

TEAMWORK Club Goals 4

CLUB TREASURER RESPONSIBILITIES Receive and deposit monies into approved bank Pay club obligations authorized by the board of directors Keep and maintain general records of club receipts and disbursements

5 CLUB TREASURER RESPONSIBILITIES Prepare and submit regular financial reports

Give bond for the faithful discharge of your office in sum and with surety Deliver financial accounts, funds, and records to your successor MYLCI 6

MYLCI 7 MYLCI AND THE CLUB TREASURER

View membership Access and download club statements and per capita invoices 8

MYLCI AND THE CLUB TREASURER View membership Access and download club statements and per capita invoices Opt-out of paper

copies Make online payments 9 "MYLCI" PREVIEW

Training Site MyLCI Access and Login Site Overview Viewing Members Club Statements Opt-out of receiving paper statements

Make Payments Reports 10 "MYLCI" PREVIEW Training Site

MyLCI Access and Login Site Overview Viewing Members Club Statements Opt-out of receiving paper statements Make Payments

Reports 14 14 16

16 16 "MYLCI" PREVIEW Training Site

MyLCI Access and Login Site Overview Viewing Members Club Statements Opt-out of receiving paper statements Make Payments

Reports 19 20 19

"MYLCI" PREVIEW Training Site MyLCI Access and Login Site Overview Viewing Members Club Statements

Opt-out of receiving paper statements Make Payments Reports 20

21 "MYLCI" PREVIEW Training Site MyLCI Access and Login Site Overview Viewing Members

Club Statements Opt-out of receiving paper statements Make Payments Reports ONLINE

STATEMENTS 22 Statements:

View them the day they are generated View them from as far back as 2010

Can be viewed by club and district officers 23

24 25 26 27

ONLINE PAYMENTS 28

Payments are processed via the Chase payment website. Partial payments are allowed.

Payments can be made with a credit card or with an electronic check. VISA, MasterCard, Discover Card or American Express

29 30 "MYLCI" PREVIEW Training Site

MyLCI Access and Login Site Overview Viewing Members Club Statements Opt-out of receiving paper statements Make Payments

Reports 31 CLUB TREASURER FAQS

32 Why is it important to establish two bank accounts?

CLUB TREASURER FAQS 33

Why is it important to establish two bank accounts? Are there any exceptions to regular billing amounts?

CLUB TREASURER FAQS 34

When is credit issued for semi-annual dues invoices? CLUB TREASURER FAQS

35 When is credit issued for semi-annual dues invoices?

What is an annual audit and why is it important? CLUB TREASURER FAQS

36 When is credit issued for semi-annual dues invoices?

What is an annual audit and why is it important? How can I ensure my club remains in active

status? 37 Agenda Review position responsibilities Identify benefits MyLCI provides club

treasurers View demonstrations of club treasurer MyLCI features and functions 38 Support Center

[email protected] 630-468-6900 Accounts Receivables and Club Account Services [email protected]

39 Club Treasurer Resources EFFECTIVE MEETINGS WEBINAR IN JANUARY 2014 40

41 Club Treasurer Resources 42

Club Treasurer Resources 43 44 45

46 PAYMENT REQUEST 47

D O C U M E N T L I N K- Tax issues and regulations affecting Lions Clubs and Leadership Lions25g.org

48 49 50 FED EIN NUMBER

51 FILING REQUIREMENTS 52

I N C O R O R AT I O N BENEFITS Limited Liability Property Ownership 53

BUDGETS 54 55

56 THANK YOU!! 57

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