End of Financial Year - Changing Roles

 

The end of the Financial Year is enough to drive most volunteer treasurers crazy but sometimes it is the time a treasurer chooses to resign from the role.  He or she can resign knowing they’ve completed their year’s end work satisfactorily.

 

While the focus for most committees is getting the financial reports completed on time and dealing with audits, others may also need to look for a replacement treasurer.

Throughout this blog we have shared information which will come in useful at this time.  Here are the posts we think are most important.

First of all, consider your public speaking skills.  Not only will you need them when you present your reports, you’ll need them to help recruit your replacement.  How good are your public speaking skills?

Finding volunteers isn’t easy although most small committees tend to recruit on the spot.  Unfortunately that often means someone is pressured into accepting the role.  You really need someone who is committed to the role so consider scouting for new recruits regularly.  You never know when you might need them and it’s a great way to introduce them to the organisation before they accept a role.  If you know you will be leaving, find your replacement before you go.

Handing over to the new treasurer should not be a complex job.  Arrange to meet with the new treasurer so you can provide an overview of the finances of the organisation as well as to discuss any other issues.

Now, if you happen to be taking over the role and you’ve never been a treasurer before, you will find a lot of useful information on our sister blog at Admin Bandit.  Starting from the very basics, the posts will help you settle into your role and comfortably take control.

Good luck with the end of Financial Year fun!