Change of Position Holders

(Difference between revisions)

Revision as of 17:37, 27 November 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. (done for changes to 2017-11-07)
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 2: / Line 2: @@
 there's several places this information needs to be recorded or reported.
-* For any board member, record the date they assumed or left office [[Board of Directors/Past|here]]. You'll need that for the [[Charitable Status]] filing.
+* For any board member, record the date they assumed or left office [[Board of Directors/Past|here]]. You'll need that for the [[Charitable Status]] filing. '''(done for changes to 2017-11-07)'''
 * [[Membership_Database/Format#Committee|Update]] the [[:Category:MemRecord|membership records]] of the people that have stepped down from positions and the people that have taken up positions
 * Update our [[Board of Directors|list of board members]] on the wiki.