Board Positions

President

• Set agenda and run monthly board meetings
• Oversee all SFIMA programs and joint-chapter programs
• Manage annual reporting to national IMA office in March and April
• Authorize expenditures and sign SFIMA checks
• Work with treasurer to ensure chapter finances are in order, tax filings are made, and financial forms are provided to national IMA office
• Review financial reports and bank statements
• Set annual goals for chapter
• Verify chapter's points total for inter-chapter competition

Secretary

• Act as main liaison between national IMA office and SFIMA
• Submit chapter activities to the national IMA office for inclusion in newsletter
• Report member-earned CPE credits to national IMA office through the chapter portal
• Coordinate with president to prepare board agenda
• Lead board meetings if president is absent
• Act as 2nd authorized signer for checks

Treasurer

• Maintain bank account and accounting records
• Advise on chapter finances
• File federal tax return in November
• Submit financial forms to the national IMA office in November
• Generate checks

Director of Communications

• Administer the SFIMA LinkedIn Group, including:
• Monitor requests for group membership
• Access membership roster on chapter portal
• Encourage group discussions
• Post job openings
• Manage communications and public relations strategy

Regional Council Delegate

• Gather material and create quarterly reports for Golden West Council
• Attend quarterly Golden West Council conference calls

Webmaster

• Update and maintain SFIMA websites: www.sfima.org and www.excelinaccounting.com
• Manage website hosting, DNS registration, and DNS hosting
• Administer all other web-related activities

Director of Excel Programs

• Organize ExcelInAccounting training sessions on Saturday mornings
• Recruit and manage instructors
• Plan session content
• Secure locations for sessions
• Maintain up-to-date information about sessions on the www.excelinaccounting.com website
• Manage expenses and revenue with treasurer
• Manage bank account dedicated to ExcelInAccounting program
• Organize Excel certification program

Director of CMA Study Programs

• Research how former SFIMA CMA study group worked
• Secure location for study sessions
• Organize members to participate
• Research CMA study materials
• Create plan for study group sessions
• Recruit instructors
• Manage expenses and revenues with treasurer

Director of Membership

• Welcome new SFIMA members via email
• Manage member email list
• Introduce new members to our website and other chapter resources
• Notify members when their registration is about to expire
• Help members update contact information on www.imanet.org

Director of Technical Meetings

• Plan and Manage 2 to 4 seminars each year pertaining to accounting or the accounting career path
• Find speakers and come up with new ideas for meeting subject matter
• Coordinate locations, and refreshments for meetings
• Work with ASWA or other organizations when co-host meetings
• Broadcast information about upcoming technical meetings through sfima.org website, and emails
• Attend meetings and collect roster of SFIMA attendees
• Log member-earned CPE credits on chapter portal

Open Board Positions

Director of Corporate Outreach

• Manage relationship with corporate partners
• Relay employment opportunities to members through LinkedIn group

Chapter Newsletter Coordinator

• Gather or create articles and graphics
• Manage newsletter sponsors and advertisers
• Layout
• Edit
• Distribute to members through the chapter portal's email blast tool

Archivist

• Take board meeting minutes
• Maintain records of board meeting attendance
• Save minutes in electronic archive
• Manage files and directories in electronic archive
• Gather SFIMA electronic materials for electronic archive
• Record SFIMA operating procedures
• Maintain descriptions of SFIMA board roles and responsibilities

Director of Networking Activities

• Secure locations in downtown San Francisco for networking events
• Manage expenses and revenues for events with treasurer
• Notify members through LinkedIn group notices, sfima.org website, and emails
• Maintain records of attendance at events
• Organize any special activities at networking events
• Represent the board at networking events
• Save organizational details and procedures in electronic archive