RESPONSIBILITIES:
- Receive reservations for the monthly luncheons. Reservations should be called in to the meeting location according to their time requirements. If the meeting is a joint meeting with another organization (e.g., ISACA, IMA), the organization that is paying for the speaker should include the speaker in their headcount.
- Record reservation information, including the name and organization, on the Treasurer’s Record. Also reference the monthly membership database received from International to determine if each attendee is a guest or a member. This information will be used by the President for the monthly CAP report.
- Create the CPE certificates using the Treasurer’s Record and a Word merge document and forward them to an Officer (normally the President) prior to the luncheon for their signature. Instructions for the CPE certificate merge are attached.
- Create/maintain name badges for the monthly luncheons. CIAs, CCSAs, and CGAPs should have ribbons for their nametags noting their certifications. These ribbons can be obtained from International.
- Assist the Treasurer with luncheon registration as needed.
- Maintain a file of pertinent records and correspondence, passing it on to successor at the conclusion of the Chapter year.