Change of Position Holders
From PCSAR
(Difference between revisions)
| Line 9: | Line 9: | ||
* File changes with the {{contact|AGLC}}. | * File changes with the {{contact|AGLC}}. | ||
* File changes with the {{contact|Canada Revenue Agency}}. | * File changes with the {{contact|Canada Revenue Agency}}. | ||
| - | * Update [[phone.com]] to forward calls to the new people | + | * Update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people |
* Let the membership know. | * Let the membership know. | ||
* Change signing authorities at the bank. | * Change signing authorities at the bank. | ||
* Change the name on the credit card. | * Change the name on the credit card. | ||
Revision as of 18:20, 11 March 2016
Whenever there's a change in who's in key positions in the organization, there's several places this information needs to be recorded or reported.
- For any board member, record the date they assumed or left office here. You'll need that for the Charitable Status filing.
- Update the membership records of the people that have stepped down from positions and the people that have taken up positions
- Update our list of board members on the wiki.
- Update the SAR Alberta website listing.
- File changes with the Provincial Registrar as part of our society status.
- File changes with the AGLC.
- File changes with the Canada Revenue Agency.
- Update phone.com to forward calls to the new people
- Let the membership know.
- Change signing authorities at the bank.
- Change the name on the credit card.
