Embedded Files
Treasurer / Secretary Role
Treasurer / Secretary Role
Your role as the Secretary/Treasurer is to participate in the leadership of the chapter. As well as;
Update and communicate the treasurer / secretary report at the meeting which announces upcoming renewals and members who have renewed (Membership Dues Report). Monthly BNI Notification of upcoming renewals. (renewal email sent 21st every month from BNI connect)
State the Visitor Verbatim at every meeting
Create and Maintain the speaker rotation for presentations. Keep the members inform of the roster and update on BNI Connect®;
Announces the speakers and introduces them every week
Tracks and collects venue fees, if applicable
Maintains the chapter bank account
Read the weekly announcements and communications from the Melbourne Central Admin Team. Share the information with your chapter. These are also shared on the main home page of our Melbourne Central Chapter toolbox.
Weekly or regularly catch up with the leadership team to evaluate the performance of the chapter to make regular adjustments. eg visitor host process, running of the meeting, or member's actions - does everyone have an I Have.
Attend the monthly Leadership Round Table https://bit.ly/BNIMCRoundTable
The treasurer / secretary must say the verbatim for the visitors at every meeting. Download this verbatim above and add your chapters specifics
Treasurer / Secretary
Good Morning, I’m and I am the Secretary/Treasurer of our BNI Chapter.
My role is to:
Manage Chapter Funds
Co-ordinate and Introduce our two Weekly Speakers who will deliver an informative 8 minute presentation
I’m also your time-keeper, making sure our members keep to time when delivering their 45 second presentations
Prepare Speakers
Prepare Speakers
Resources & Information
Resources & Information
Introduction and Verbatim Spiel
Treasurer / Secretary Report - Slide (already included in the Melbourne Central Chapter slides)
Chapter Operations Manual - Treasurer / Secretary Section
Your chapters resources are available on the Reports & Resources webpage.
Managing the Chapters Finances
Managing the Chapters Finances
Regularly balance the bank account with members payments and pay your chapters bills
The purpose of the chapter finances is to pay the chapters ongoing costs like the venue and catering and not to be making a profit. So don't have too much of a higher bank account however enough for the chapter to be comfortable covering the chapter costs.
Keep your bank up to date with who is able to access the bank account. It is difficult to update when the names become out of date.
Information is outlined in the Treasurer / Secretary section of the Chapter Operations Manual regarding bank accounts.
Explanations regarding why chapters do not have an abn are provided in the Chapter Finances document.
Setting up new bank accounts instructions are in the Chapter Finances document. We recommend Beyond Bank for any new accounts. They are experienced in the community banking sector.
Getting Started as a new Treasurer / Secretary
Getting Started as a new Treasurer / Secretary
There will be an overload of information. This is your go to area for the new couple of months as you find your feet and work through the various layers of information.
Your director is there to support you and the leadership team along with Marina Pitisano in anyway they can.
The other main contact for support is our BNI Melbourne Central Admin Team bnimcadminteam@bnimc.com.au
Training
Complete the business builder training for president. Online learning. (All the theory about your role)
Book in the National Training (you meet other Presidents across Australia and it a workshop to learn the key elements of your role)
Book time in your Regional Training (you learn how to do your role and set yourself up at your computer with other Presidents in Melbourne Central)
Details available for the above in our Roles & Leadership Team Training
Get Organised
Bookmark the BNI Melbourne Central Toolbox. Information and resources for conducting any role.
Bookmark the BNIMC Info Hub. This is general information for all members.
Bookmark your chapters report folder. Bit.ly link in in the chapter reports & resources area.
Bookmark your chapters resource folder. Bit.ly link in in the chapter reports & resources area.
Register for the upcoming Leadership Round table Events and save them in your calendar. https://bit.ly/BNIMCRoundTable. 2 will be in person.
Identify when your Chapter Success Meeting is and lock it in your diary. Book in with the chapter the next 12 months. 60 minutes is required.
Review your treasurer / secretary script, verbatim and slides to make sure they are current and up to date. (eg branding, logos, fees)
Review your chapter's bank account details. Are they up to date? Contacts for the account are still in the chapter?
Review your chapter funds. Are they up to date? Are members paying? Have you been paying the venue?
Build your Treasurer / Secretary Muscles
Read the Chapter Operations Manual for complete understanding on how chapters operate and your role.
Work your way through this Treasurer / Secretary section on the BNI Melbourne Central Chapter toolbox.
Work your way through the Leadership team section on the BNI Melbourne Central Chapter toolbox.
The toolbox will mention your chapter plan in your chapter reports & resources area.
Consider investing the time to watch this training on how to create a Roadmap to a Focused Chapter https://youtu.be/4Tr4PcpZiXc
Scripts and Slides
From your previous Treasurer / Secretary you will receive their script and the chapter slides for your section of the meeting.
On the resources section above you will find the original scripts and slide packs.
Your are responsible for the upcoming speaker information on the slides, renewals and sometimes the annoucements. This is all part of the Treasurer / Secretary Report
Go to the Chapter Operations Manual to review the Treasurer / Secreatry Report and consider if your chapter is up to date on the requirements of this section.
Remember the meeting is actually about the visitors journey and not members or housekeeping for the chapter. If you do require time for these topics there is time when visitors are at visitor orientation, the monthly chapter success meeting, your weekly communications, one or one conversations with the members and a membership committee member.
Communications
Communications
To help you keep up to date and therefore the chapter. The following support is provided.
Weekly email from the admin team every week, Mondays.
Weekly announcement slides for you to download and share at your meeting during the announcements section of the agenda.
Cheat Sheet so you can easily copy and paste dates and links into your emails or other communication tools.
Monthly Leadership Round Tables
Monthly email from the Admin team sent to all members. 3rd Business day of the month.
BNI Notifications for upcoming renewals.
The Melbourne Central Toolbox and Information Hub are updated every Monday.
Education & Training
Education & Training
BNI Academy Secretary/Treasurer's Leadership Team Training Secretary/Treasurer's Leadership Team Training | BNI
2026 Upcoming National Training:
11th March 2026
17th March 2026
23rd March 2026
Link for registration here.
2026 Regional Training - 2nd March 2026, Secretary/Treasurer, 1:30 PM - 3:00 PM
Registration Link: https://bnionline.zoom.us/meeting/register/830G1OZpS3eIHa11k0ZNcA
Regional Training - Watch the previous training replay here.
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