Board Volunteer Position Detail


Current Treasurer

Kathleen Carlson , CFA
Kathleen Carlson CFA
  • Vice President-Financial Advisor
  • 7812 McEwen Road
    Dayton , Ohio 45459

Position Summary:

The Treasurer is an elected officer position and serves as the chapter's chief financial officer and financial advisor to the Board of Directors. As such, the Treasurer is responsible for ensuring that the chapter's financial resources are properly and accurately utilized, recorded, and reported to the Board of Directors and the chapter membership.

Primary Responsibilities

  • Prepares an annual financial budget and submits to the Board of Directors for approval.
  • Prepares and maintains all financial records for the chapter, including funds received, disbursements made, accounts receivable, and accounts payable.
  • Prepares and presents financial reports on the chapter's financial position, including a comparison of actual versus budgeted income and expenses, at each Board of Directors meeting.
  • Oversees the timely and accurate preparation of tax returns (if applicable), renewals of insurance and annual financial audits of chapter financial records.
  • Collects monies at monthly membership meetings, professional development workshops, and other chapter events and deposits in the chapter's bank account in a timely manner.
  • Issues checks for payment of chapter obligations.
  • Generates and collects invoices.
  • Completes monthly reconciliations of chapter bank statements.
  • Attends monthly membership and Board of Director meetings.
  • Conducts a fiscal year-end audit (by members or outside firm).
  • Publishes a financial statement for the membership.

Position Requirements:

  • Member of MVHRA and SHRM.
  • Working knowledge of financial reporting and basic accounting.
  • Proficiency in Microsoft Office Excel
  • Accreditation as a PHR or SPHR highly desired.
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