As the finance manager, you are tasked with the fiscal oversight and management of the district. The finance manager works closely with the district director, program quality director and club growth director to ensure that the district is making cost effective decisions—within policy—that result in effective fiscal management. The finance manager should have knowledge of accounting and be acquainted with the handling of financial matters. The finance manager may be elected or appointed at the will of the district director, subject to the approval of the district executive committee and confirmation by the district council. You are eligible for re-election or re-appointment for one succeeding term only. The office of administration manager and finance manager may be combined. See District Administrative Bylaws, Article VII: Officers, (c) Other Officers.
Message from the District Finance Manager:
Dear District 86 Toastmasters:
It is my honour to be able to serve you as the District Finance Manager. Thank you to Vitaliy for seeing and developing the potential in me. Special thanks to both Hari Iyer and Ron Gorospe for your great work as the District Finance Managers in the past years.
I am looking forward to working with the District 86 leadership team. Together we will stay as a financially prudent District86.
If you require guidance on the Expense and Reimbursement policies of District 86, A copy of the form is available in the path below:
First off, Have you signed up to concur lately. If not, link is below.
Remember, to process your expenses in the year ahead, this is the tool of choice and we will be doing away with the manual expense reporting system.
When you first log in, your username will be your membership number @ toastmasters.org with a few exceptions. If your member number is less than 8 digits, you will need to add leading zeros to equal to 8 digits. So if your membership number was 1-2-3-4-5-6. You would add two zeros to the front making your number 0-0-1-2-3-4-5-6.
The initial password is the same for everyone, “welcome”. Then you will be prompted to change your password.
It’s way easier and you get reimbursed directly to your bank account.
Do it sooner than later as it takes approximately 4 days to get your banking ability setup
If you require assistance, I will do my best to help you out or contact the folks below:
Please find enclosed the links to the slides and video below:
When you need assistance on how to do something in the system, contact District Finance at:
Phone #: 949-858-8255
Wally Kaczor: firstname.lastname@example.org ext. 339
Greg Wingrove: email@example.com ext. 264
Administration – When something needs to be changed, added or fixed in the system, contact us at Toastmasters International (i.e. to add a new user, delete a user, request a credit card, change from expense pay to non-expense pay)
Our email address is: firstname.lastname@example.org
Technical Support – When card charges are not syncing, various error message, challenges with the mobile app. (Non-training related questions/issues) Contact the user support desk: (858) 895-4815
Again, please don’t hesitate to contact me if I can be of your assistance.