Treasurer Workshop – SFWI – 25 July | Surrey Federation of Women's Institutes

Information

Date: Thursday 25 July

Time: 5.00pm-8.00pm

Location: SFWI Headquarters, 6, Paris, Parklands, Railton Rd. GU2 9JX

Sheena your tutor and SFWI Treasurer will cover the essential areas for a treasurer to know, together with the areas most often asked about in recent months. These include ‘What is the role of the Treasurer?’, ‘How and where to record transactions?’, ‘Reconciling the bank Account’, ‘What is an Agent?’, a discussion of expenditure that is allowed, practical problems resulting from bank closures, Covid, and other topics as required. The workshop format means you can have input and will learn from other treasurers too. Participation is helpful but not essential.

These workshops are for Treasurers, Assistant Treasurers, and anyone thinking about the role. If you have an area you would like to be covered, please let the office know when you book so it can be included if possible.

If you have specific queries about your WI’s figures, there may be a chance to answer them, in which case please bring your laptop or accounts book with you. WiFi access is available. The current version of the Surrey spreadsheet and the Treasurers’ Handbook are available in the treasurers section of the Surrey Federation website https://surreyfedwi.org.uk/resources/document-library /.

Tickets cost £9 for the session. With the agreement of your Wl’s members, the ticket cost and reasonable travel costs may be reclaimed from your WI. Biscuits, tea and coffee will be provided.

Free Parking

Surrey WI members only

If your WI has not agreed to cover the costs for this workshop, please state so in the additional information box at the time of booking.

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IMPORTANT – Please read notes 1 to 8 below
1. Applications for tickets before the closing date cannot be guaranteed. Applications for tickets after the closing date may not be accepted. The office will email a confirmation that your application has been received.
2. If the event is oversubscribed at the closing date, then a ballot for tickets will take place and the applicant will be advised of the outcome.
3. PLEASE NOTE – It is the responsibility of the applicant to maintain a list of names of all those on whose behalf they are ordering tickets.
4. REMEMBER – Tickets may only be ordered if the applicant has paid the WI for them. WI funds cannot be used to cover the cost of tickets not required.
5. CANCELLATION – Tickets may be cancelled before the event closing date without charge, otherwise all tickets have to be paid for.
6. All tickets ordered online along with any other instructions and an invoice will be sent to the WI Treasurer for distribution after the closing date.
7. Non-members, where applicable, may order tickets by printing this completed form and sending it to the Federation HQ together with a cheque payable to ‘SFWI’ for the full amount of tickets ordered and a self-addressed envelope for the return of tickets and instructions. Individuals may also apply in this way.
8. REMINDER – Members are reminded that they take part in all events at their own risk.
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Treasurer Workshop – SFWI – 25 July

Information

Date: Thursday 25 July

Time: 5.00pm-8.00pm

Location: SFWI Headquarters, 6, Paris, Parklands, Railton Rd. GU2 9JX

Book Your Training, What's On, Workshops

Important Event Information

IMPORTANT – Please read notes 1 to 8 below

SURREY FEDERATION OF WOMENS INSTITUTES

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