Change of Position Holders

(Difference between revisions)

Revision as of 08:41, 28 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 of Board Members with the Provincial Registrar as part of our society status.
File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator 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.

@@ Line 6: / Line 6: @@
 * Update our [[Board of Directors|list of board members]] on the wiki.
 * Update the [[Members:SAR Alberta/PCSAR listing|SAR Alberta website listing]].
-* File changes with the Provincial Registrar as part of our [[society status]].
+* File changes of Board Members with the Provincial Registrar as part of our [[society status]].
-* File changes with the {{contact|AGLC}}.
+* File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the {{contact|AGLC}}.
 * File changes with the {{contact|Canada Revenue Agency}}.
 * Update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people