Our Congregational Bylaws, (Article VI. Officers and Governing Body) say:

The Treasurer shall see to it that the financial records of the Congregation are maintained in good order. The responsibilities of the Treasurer shall include, but not be limited to:

3.4.1. Advising the Congregation, the Board of Trustees and other groups of financial aspects and implications of proposed actions;

3.4.2. Summarizing financial statements and interpreting financial data as the Board of Trustees may require; and

3.4.3. Ensuring financial transparency in conveying financial information to the Congregation.

In addition to the responsibilities listed in the bylaws, the Treasurer

  • Is a signer on all congregational financial accounts, (e.g., operational and endowment)
  • Signs checks as needed
  • Reviews and forwards a Summary Report from the Senior Minister or staff designee to the Board President. The reports are included with the Board of Trustees Consent Agenda for monthly business meetings.
  • Collaborates with the Senior Minister or staff designee on financial issues, as needed.
  • Assists the Board President and others with improving Board of Trustees understanding of UUAA finances.