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WVPMA's Board Treasurer position defined
WVPMA Board Positions

WVPMA Treasurer

The Treasurer of the Executive Board is a two (2) year term.

Responsibilities

  1. Collect, Manage, and Record Funds in QuickBooks for deposits from Membership Dues, Membership Meetings, Annual Convention, contributions, and miscellaneous receipts
  2. Control, monitor, and transfer funds from PayPal Online Account and Record in QuickBooks
  3. Create and Manage Master List of payments for Membership dues, Meetings, and Annual Convention to forward to other board members for meeting attendance, meeting count, sign in sheets, etc
  4. Notify Membership Chair, E-Group Manager, and Marketing Committee of any New Members
  5. Make all payments from WVPMA checking account for items and services needed for WVPMA business approved by Executive Board and Record in QuickBooks
  6. Reconcile WVPMA checking account against monthly bank statement and give copy to President
  7. Participate as an active board member at the Executive Board meetings, Membership Meetings, and at the Annual Convention
  8. Before board meeting, print out current YTD Comparison Balance Sheet and Income Statement for all board members
  9. At board meeting, collect reimbursement slips from board members to write checks and do journal entries in QuickBooks
  10. After each Membership meetings, pay and or arrange payment for board breakfast, meeting room charges, speaker charges, etc
  11. If members do not renew membership by April 1st, send list to E-Group Manager to remove them from the E-Groups
  12. Responsible for making and providing name badges for Annual Convention
  13. After Convention, a compilation of income and expenses to the board
  14. Responsible for WVPMA debit card and WVPMA checking account
  15. Convention Chairperson may have additional debit card if needed
  16. Responsible for the Josette Svitter Scholarship Funds in the checking account
  17. Responsible for working directly with WVPMA Accountant
    - Have compilation of WVPMA books done annually after December year end
    - Submit any Annual Financial Reports Required as needed
  18. Present Annual Report created by Accountant at the membership meeting after fiscal year ending
  19. Responsible for upkeep of Treasurer Laptop computer, jump drive, and maintaining passwords

Important Note

When the new treasurer begins their term on the board, the new treasurer must:

  • Obtain checkbook from current treasurer
    - Outgoing treasurer must call bank and let them know that there is a new treasurer
    - New treasurer needs to fill out a signature card and get a debit card
    - Outgoing treasurer needs to turn in their debit card
  • Get treasurer laptop
  • Get passwords for checking account, laptop, PayPal account, wvpmatreasurer@gmail.com Email account and all other accounts
  • Go over treasurer binder with new treasurer

Who Manages Your Practice?

As you well know, the rapid pace in which the veterinary profession is changing requires devoted attention to detail in order to succeed. Today's practice owner does not always have the time to maintain, promote and enhance the evolution of the practice. As a result, a practice manager is enlisted to take on the responsibility of managing the practice.

The position of veterinary practice manager is typically filled by promoting from within the practice or by hiring a qualified individual. This person will take on a variety of responsibilities from human resource management and organizational leadership to practice budgeting and financial management.

Veterinary Practice Managers