CFIC President Job Description:
Specific Title: President
Reports to: The General Board
General Summary:
The President’s duty is to preside over meetings, set meeting dates and locations, appoint committees, and see that resolutions passed by the partnerships are carried out. The President shall act as the official representative of the Investment Club to oversee the continuity of the associations’ goals.
Essential Functions:
| Call and conduct meetings of the Investment Club governing board, and assign and supervise the duties of other officers. |
| Carry out the official actions of the governing board. |
| Prepare and distribute an agenda of all business to be discussed in a timely manner. |
| Direct the design and implementation of a detailed operating procedure to administer the business and operating procedures of the Investment Club. |
| Coordinate the efforts of other officers in developing and maintaining the operating structure, constitution and bylaws and the rules and regulations governing the Investment Club and it’s membership. |
| Monitor all business and operations of Conway First Investment Club and delegate new issues to the appropriate officer for assignment. |
| Take emergency action as needed in regard to the improper conduct of any board member or member. |
| Approve expenditure of funds held by the association. |
| Others duties as assigned by the general board |
| Take emergency action as needed in regard to the improper conduct of any board member or member when the President is absent. |
Qualifications:
| Bachelor’s degree required; Master’s preferred |
| Other related experience can be substituted at the discretion of the general board. |
Mental Demands:
The President must be able to read (documents), must be detailed in his/her work, must be able to keep information confidential, have problem solving skills, reasoning, oral and written communication ability, able to handle multiple concurrent tasks, and endure constant interruptions or change.
Leadership is…”Defining and communicating the mission; providing guidance as to how it might be accomplished; equipping people with the proper tools (information, training, etc.); motivating and inspiring through selfless dedication and respect for others; providing both positive and negative feedback, including recognition for achievement; and, ultimately, getting out of the way and giving people the ability and authority to accomplish the mission, with the full confidence they will be supported.” Jim Parker
The above statements are intended to describe the general nature and the level of work being performed by those assigned to the position of President. This is not an exhaustive list of all duties and responsibilities associated with it.
_________________________________ _____________________
President’s Signature Date
_________________________________ _____________________
Vice-President Signature Date
CFIC Vice President's Job Description:
Specific Title: Vice-President
Reports to: President
General Summary:
The Vice-President takes the place of the President when the President is absent or incapacitated. The Vice-President shall assign companies to report on at Club meetings to each partner and shall be responsible for insuring that the Club’s study program is properly carried out. The Vice-President will oversee the general business as directed by the President. The Vice-President will work with the President to insure that policies and procedures are carried out as determined by the governing board and set forth in the bylaws.
Essential Functions:
| Assume the duties of the President in the event the President should refuse or be unable to perform the duties of the Investment Club as set forth by the governing board. |
| Assist the President. |
| Carry out specific duties as assigned by the President. |
| Assist the President with keeping the board advised about current events and changes in policy and procedures. |
| Call and conduct meeting of the Investment Club governing board, and assign and supervise the duties of other officers when President is absent. |
| Carry out the official actions of the governing board when the President is absent. |
| Prepare and distribute an agenda of all business to be discussed in a timely manner when the President is absent. |
| Take emergency action as needed in regard to the improper conduct of any board member or member when the President is absent. |
| Other duties as assigned by the President |
Qualifications:
| Bachelor’s degree required; Master’s preferred |
| Other related experience can be substituted at the discretion of the general board. |
Mental Demands:
The Vice-President must be able to read (documents), must be detailed in his/her work, must be able to keep information confidential, have problem solving skills, reasoning, oral and written communication ability, able to handle multiple concurrent tasks, and endure constant interruptions or change.
Leadership is…”Defining and communicating the mission; providing guidance as to how it might be accomplished; equipping people with the proper tools (information, training, etc.); motivating and inspiring through selfless dedication and respect for others; providing both positive and negative feedback, including recognition for achievement; and, ultimately, getting out of the way and giving people the ability and authority to accomplish the mission, with the full confidence they will be supported.” Jim Parker
________________________________________________________________
The above statements are intended to describe the general nature and the level of work being performed by those assigned to the position of President. This is not an exhaustive list of all duties and responsibilities associated with it.
_________________________________ _____________________
Vice-President Signature Date
_________________________________ _____________________
President Signature Date
CFIC Treasure and Assistant Treasure Job Description:
Specific Title: Treasurer and Assistant Treasurer
Reports to: President
General Summary:
The Treasurer’s duty is to keep record of the Club’s receipts and disbursements and partners’ interests in the Club. The Treasurer will give partners receipts for payments, place the buy and sell orders authorized by the partners with the Club’s broker, and prepare the Club’s monthly valuation statement. He/she will see that the needed tax information is compiled and file the necessary reports. The Treasurer will manage the financial and material resources of the Investment Club and keep the books according to the bylaws of the association. The Treasurer will also keep accurate and detailed records of all income and expenditures and be able to provide reports to the President or governing body at any time.
Essential Functions:
| Ensure all funds are deposited in the general fund and held in a federally insured account as detailed in the constitution and bylaws. Maintain appropriate bank accounts in the club’s name at all times. |
| Make sure that corporate registrations and federal tax forms are filed in a complete and timely manner each year. |
| Administer expenditures of funds and other assets of the Investment Club to its creditors with the approval of the President. |
| Prepare a detailed written financial report, budget and audit report and present it to the entire board upon request. |
| Work with President to prepare a budget and prepare report on finances at Board meetings. |
| Receive and keep accurate records of all incoming money (dues and etc.). |
| Pay all club bills and keep accurate records of all expenses. |
| The Assistant Treasurer must perform all duties when treasure is not present. |
Qualifications:
| High School Diploma or Higher Degree |
| Need to know how to manage a checkbook and manage a budget |
| Knowledge of Microsoft Office products or computer programs |
| Other related experience can be substituted at the discretion of the general board. |
Mental Demands:
The Treasurer must be able to read (documents), must be detailed in his/her work, must be able to keep information confidential, have problem solving skills, reasoning, oral and written communication ability, able to handle multiple concurrent tasks, and endure constant interruptions or change.
Leadership is…”Defining and communicating the mission; providing guidance as to how it might be accomplished; equipping people with the proper tools (information, training, etc.); motivating and inspiring through selfless dedication and respect for others; providing both positive and negative feedback, including recognition for achievement; and, ultimately, getting out of the way and giving people the ability and authority to accomplish the mission, with the full confidence they will be supported.” Jim Parker
________________________________________________________________
The above statements are intended to describe the general nature and the level of work being performed by those assigned to the position of President. This is not an exhaustive list of all duties and responsibilities associated with it.
_________________________________ _____________________
Treasurer Signature Date
_________________________________ _____________________
President Signature Date
CFIC Secretary Job Description:
Specific Title: Secretary
Reports to: President
General Summary:
The Secretary’s duty is to keep a record of the actions authorized by the partners and notify partners of meetings and other activities. The secretary will assist the governing board in developing, maintaining and monitoring the operating structure of the Investment Club. The secretary will also be responsible for keeping the records of all meetings of the Investment Club, and distribute said and approved minutes according to the policy and procedure of the association.
Essential Functions:
| Record and maintain the minutes of all meetings of the Investment Club. |
| Assist in the development and maintenance of the operational structure of the association. |
| Organize, monitor and manage a computerized database of the membership and the structure of the Investment Club, which will include, but not limited to information about the function of the Investment Club, committees, policy and procedures and general business of the club. |
| Distribute minutes to Board members (by mail, email, or in-person). Generate correspondence to members of the executive committee, team representatives and others as necessary, or as directed by the President. |
| Maintain personnel records and reports of all members of the board as assigned by the President. All records shall be help in strict confidence and reviewed only by designated members of the governing board appointed by the President. |
| Notify Board members of meetings (by telephone, email, mail, or in-person), within 72 hours of board meetings and within 10 days of a general monthly meeting. |
Qualifications:
| High School Diploma or Higher Degree |
| Secretarial experience |
| Knowledge of Microsoft Office products or computer programs |
| Other related experience can be substituted at the discretion of the general board. |
Mental Demands:
The Secretary must be able to read (documents), must be detailed in his/her work, must be able to keep information confidential, have problem solving skills, reasoning, oral and written communication ability, able to handle multiple concurrent tasks, and endure constant interruptions or change.
Leadership is…”Defining and communicating the mission; providing guidance as to how it might be accomplished; equipping people with the proper tools (information, training, etc.); motivating and inspiring through selfless dedication and respect for others; providing both positive and negative feedback, including recognition for achievement; and, ultimately, getting out of the way and giving people the ability and authority to accomplish the mission, with the full confidence they will be supported.” Jim Parker
________________________________________________________________
The above statements are intended to describe the general nature and the level of work being performed by those assigned to the position of President. This is not an exhaustive list of all duties and responsibilities associated with it.
_________________________________ _____________________
Secretary Signature Date
_________________________________ _____________________
President Signature Date
CFIC General Board Member Job Description
Specific Title: Board Member
Reports to: President and Board
General Summary:
Each general board member must assure that each partner serves its membership within the scope of the investment club. They must fully understand and be committed to the mission, goals, and objectives of the investment club.
Essential Functions:
| Provide general advice and assistance to the organization upon request by Board Members and/or staff. |
| Inform the Board of all actual and potential conflicts of interest relating to the general purposes and activities of the organization and to specific issues of the board |
| Prepare for and attend all meetings of the Board of Directors. |
| Strong oral communications skills |
| Read and evaluate monthly financial reports and other board materials. |
| Ensure that the investment club complies with all applicable laws, rules and regulations. |
| Approve investment club policies, financial statements, and the business plan. |
| Fill vacancies on the board and supervise meetings in case of emergency. |
| Keep all the business of the investment club and its membership confidential. |
| Disclose all conflicts of interest with any member to the President. |
Qualifications:
| High School Diploma or Higher Degree |
| Professional background and any special skills in the areas of finance, business, marketing/public/relations, etc. |
| Knowledge of Microsoft Office products or computer programs |
| Other related experience can be substituted at the discretion of the general board |
Mental Demands:
The Board Member must be able to read (documents), must be detailed in his/her work, must be able to keep information confidential, have problem solving skills, reasoning, oral and written communication ability, able to handle multiple concurrent tasks, and endure constant interruptions or change.
Leadership is…”Defining and communicating the mission; providing guidance as to how it might be accomplished; equipping people with the proper tools (information, training, etc.); motivating and inspiring through selfless dedication and respect for others; providing both positive and negative feedback, including recognition for achievement; and, ultimately, getting out of the way and giving people the ability and authority to accomplish the mission, with the full confidence they will be supported.” Jim Parker
________________________________________________________________
The above statements are intended to describe the general nature and the level of work being performed by those assigned to the position of President. This is not an exhaustive list of all duties and responsibilities associated with it.
_________________________________ _____________________
Board Member Signature Date
_________________________________ _____________________
President Signature Date
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