Change of Position Holders

(Difference between revisions)

Revision as of 22:06, 5 June 2017

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 Board Members with Insurer.
File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the AGLC. Upload correspondence to wiki so can verify continuing our practice of using only our permanent address.
File changes of Board Members or the Administrator 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.
For changes in the Administrator, change the name on the credit card.

@@ Line 9: / Line 9: @@
 * File changes of [[Board Members]] with [[Insurance|Insurer]].
 * File changes of President, VP, Treasurer, Secretary, Casino Chair, or Administrator with the {{contact|AGLC}}.  Upload correspondence to wiki so can verify continuing [[Members:Contact/AGLC#ID|our practice]] of using only our permanent address.
-* File changes with the {{contact|Canada Revenue Agency}}.
+* File changes of Board Members or the Administrator with the {{contact|Canada Revenue Agency}}.
 * Update [[Members:Phone.com/Configure/Extensions#Changing_position_holder|phone.com]] to forward calls to the new people
 * Let the membership know.
 * Change signing authorities at the [[ATB|bank]].
 * For changes in the [[Administrator]], change the name on the credit card.