POSITION DESCRIPTION: Treasurer
TERM OF OFFICE: The treasurer serves for a two (2) year term.
APPROXIMATE TIME COMMITMENT: In general, 6-12 hours per month. During Budget
planning process (late November to February), there is an additional 30-35 hours required.
Before and after WM Retreat/Symposium and FNCE, an additional 5-10 hours are needed for
each event. Additional projects added in a budget year could add to this time estimate.
RESPONSIBILITIES:
1. Serve as a voting member of the Executive Committee. Files signature authorization with
ADA Practice Team prior to start of fiscal year. Signs practice group agreements in
conjunction with Practice group chair. Signs other documents on behalf of the practice group
as needed.
2. Process all reimbursement and expense vouchers in accordance with procedures of central
financing. Serves as liaison with the Accounting Department for financial transactions and
participates in national treasurer activities such as conference calls when scheduled. Each
month, tracks sponsorship and grant revenue and deposits mailed to ADA to verify proper
recognition in the respective project code
3. Assists ADA accounting department in recognizing WM sponsor dollars mailed directly to
the ADA lockbox [and bypassing the treasurer step]
4. Maintains project budget records with perpetual balance. Keeps project Chairs aware of
financial status of projects.
5. Facilitates for vendors and sponsors receipt of ADA W9 requests and other documentation
requested by company accounting departments.
6. Plans the annual budget with the Chair/Chair-elect to complement the defined WM DPG
program of work. Signs, dates and forwards budget to DPG Chair for review and approval.
7. Presents financial reports at all Executive Committee meetings, conference calls and at the
annual WM DPG Business Meeting when current statement is made available from ADA.
8. Responsible for long-range financial planning and development efforts.
9. Acts as WM DPG contact for revenue collection by generating invoices for sponsorships.
Tracks grant application process as needed to ensure receipt of funds to ADA.
10. Coordinates all disbursements, including payments for honorariums for webinars by check
requests, payment to vendors and reimbursement to WM DPG officers and EC members
Formulated 3/04- Draft revision 9.07 Accepted7/09
listed in the approved POW for approved expenses. Verifies accuracy and completeness of
invoices and expense reports before submitting to ADA.
11. Works with the WM DPG Chair to authorize service agreements on behalf of the DPG.
12. Works with the WM DPG Chair, Executive Director and External Relations Director to
track Sponsor Letters of Agreement.
QUALIFICATIONS AND COMPETENCIES:
1. The Treasurer must be an active member of ADA and the WM DPG.
2. Demonstrated leadership skills including:
 Excellent accounting, written and verbal communication skills
 Demonstrated ability to facilitate effective meetings, resolve conflicts and develop
consensus
 Ability to delegate tasks and projects
 Outstanding ability to juggle many tasks and multiple timelines by using project
management and planning skills
 General computing skills such as email, word processing, spreadsheet, and
PowerPoint
GIFTS OF LEADERSHIP:
1. Travel reimbursement for Executive Committee Meeting at Fall FNCE and Spring
Leadership Retreat (which may or may not be held in conjunction with WM DPG
Symposium)
2. Free registration for one paid WM webinar or teleseminar
3. Leadership training opportunities and resources
4. Networking with thought leaders in weight management and the ADA organization
5. Opportunities to make new friends and colleagues
Formulated 3/04- Draft revision 9.07 Accepted7/09