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Kate O'Connor
Chief Compliance Officer/Secretary
Miscellaneous Information:

 

Kate OConnor PhotoThe Chief Compliance Officer/Secretary is responsible for preparing, maintaining, recording, circulating all records, correspondence, minutes of meetings, and related affairs of the chapter.

ROLES AND RESPONSIBILITIES:

  • Maintain custody of the approved bylaws, articles of incorporation, charter agreement and of amendments thereto and board policies and committee charters, and all other non-financial records for the chapter.
  • Coordinate and distribute board meeting agendas
  • Maintain all meeting minutes — must document in accordance to specific parliamentary procedures as mandated by their local government (e.g., Roberts Rules)
  • Notify membership not less than the period stated in the chapter bylaws before annual general meetings
  • Circulate board agenda before the meeting to all the members
  • Provide records to members and outside organizations that request information
  • Provide all notifications to the membership, directors, auditors and members of committees
  • Receive and dispatch general correspondence
  • Provide support for membership communication
  • Prepare for, procure and distribute chapter stationary and printed materials
  • Develop and implement succession and transition plan

ROLE SPECIFIC SKILLS:

  • Agenda and Meeting Coordination
  • Ability to Scribe and Record Minutes
  • Proficient use of word processing, spreadsheet, and presentation tools (e.g., Microsoft Office, Open Office)
  • Knowledge of Meeting procedures as mandated by their local government (e.g., Roberts Rules)
  • Knowledge of PMI Bylaws and Policies
  • Knowledge of Records Retention requirements
  • Proficient in Email Communications (e.g., MS Outlook, Google Mail)
  • Proficiency in Editing/Proofreading

AVERAGE HOURS PER MONTH: 11 HOURS

 

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