How to Conduct a Year End Audit for Your Association
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How to Conduct a Year End Audit for Your Association
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Take stock of how the year went to be sure your association starts strong next year.
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How to Conduct a Year End Audit for Your Association
- 1. How to Conduct a Year End Audit for Your Association
- 2. Importance of an Association Audit Sets the organization up to start the next year strong Provides a realistic and objective view of the association’s health and future Shows what is/isn’t working so adjustments can be made What should an audit include?
- 3. Two Key Areas of Focus •Budget •People
- 4. Budget Look at income and expenses Income Have all deposits been made? Review: bank records, financial statements, deposit documentation Expenses Are expenses less than income? Review: outstanding balances
- 5. People (Membership) Is overall membership increasing or decreasing? Non-renewing members Have their responsibilities been transitioned? Current members Is their documentation for items such as continued education up to date? Are they gaining value from the organization? Is your membership management software data up to date?
- 6. Inspiration for an Audit “Follow effective action with quiet reflection. From the quiet reflection will come even more effective action.” -Peter F. Drucker
- 7. Presented by StarChapter Local Chapter Management Made Easy Website: starchapter.com Email: info@starchapter.com