Lodge Treasurer – Skills, Personality Traits, Roles and Responsibilities

Richard H. Ryder, 2018

The following is a dynamic list of potential skills, roles, and responsibilities for a Lodge Treasurer.  The lists are not to suggest that every Lodge Treasurer possess everything listed, but rather to raise one’s awareness of areas for self-improvement. This list is not exhaustive and will be periodically updated.

Some of the items below were derived from the Lodge Treasurer Training Presentation developed by R.W. Donald H. LaLiberte and R.W. Kevin J. Willis, conversations with current and past Lodge Secretaries, and personal experience.

Roles

  • Time Manager
  • Recordkeeper
  • Bookkeeper
  • Accounts Payable Clerk
  • Confidant
  • Advisor
  • Leader
  • Organizer
  • Bookkeeping Application Software User

Skills and Personality Traits

  • Honest
  • Trustworthy
  • Ethical
  • Integrity
  • Detail orientated
  • Organized
  • Patience
  • Relationship building
  • Accuracy and attention to detail
  • Time management
  • Budget creation and management
  • Ability to prioritize
  • Ability to organize large amounts of data
  • Sound judgement and discretion
  • Working knowledge bookkeeping software and a spreadsheet application
  • Basic understanding of sound accounting and bookkeeping practices
  • Basic understanding of applicable tax compliance, requirements, and reporting
  • Understanding of applicable Grand Lodge reporting requirements

Responsibilities

  • Effectively manage lodge finances, demonstrating the utmost integrity, honesty, and ethics
  • Consistently follow generally accepted bookkeeping and accounting internal controls
  • In a timely manner, accurately process transactional documents
  • In a timely manner, accurately maintain detailed financial records
  • In a timely manner, accurately provide Lodge and Grand Lodge reporting
  • In a timely manner, accurately comply with all applicable tax requirements
  • Avoid potential conflict of interest
  • Assist the Master in creating and maintaining his budget
  • Assist the Lodge trustees and finance committee in fulfilling their roles and responsibilities
  • Comply with all auditing processes and requirements
This entry was posted in Uncategorized. Bookmark the permalink.