June1, 2007
Make sure books are reviewed by the OSMA Finance Director.  Assist current Treasurer by providing an overview of procedures for handling Alliance finances.  Contact Treasurer, Ann Edmonds, baedmonds@msn.com.

July, 2007
Attend OSMAA Summer Board Retreat

August 31, 2007
Submit a written report and presentation of financial affairs of the OSMAA for the Fall Board Meeting.  Submit to Secretary, Gail Gillock, ggillock@swbell.net

September 10, 2007 – meeting date.
Attend OSMAA Fall Board meeting

October 1, 2007
Schedule a meeting of Finance Committee to occur before mid-November, if possible.  Notify members of committee of the meeting.  Take minutes at the meeting to assist in writing the January report. 

Prepare an Agenda and sample budget to send out prior to the meeting.  Nancy Bennett,
OSMAA will assist:  Bennett@osmaonline.com

December 15, 2007
Deadline date for Finance Committee to have met and submitted in writing a proposed
budget, reimbursement recommendations, and overview of accounts.  Submit proposed budget, recommendations and overview in report form to the President and Treasurer.

December 31, 2007
Submit a written report and presentation of financial affairs of the OSMAA for 2007 for the OSMAA Winter Board Meeting.  Submit to Secretary, Gail Gillock, ggillock@swbell.net

January 7, 2008 – meeting date.
Attend the OSMAA Winter Board Meeting

February 27, 2008
Submit a written report and presentation of financial affairs of the OSMAA for 2007 for the OSMAA Pre-Convention Board Meeting.  Submit to Secretary, Gail Gillock, ggillock@swbell.net

 

March 1, 2008
Write an Annual Report for the State Convention Notebook.  Submit to Nancy Bennett,
OSMAA, Bennett@osmaonline.com

Update changes in the Timeline Job Description for the next officer.  Submit to
President-Elect, Marty Laughlin, mlaughlin@swbell.net.

March 5, 2008
Attend OSMAA Pre-Convention Board Meeting

April 11, 2008
Attend OSMAA Annual State Convention.

Last update: 07-16-06; 02-26-07