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Committees - Treasurer
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Treasurer & Bookkeeping Committee


Ken Painter, CFP®




Specific Responsibilities

  • Prepare an annual operating budget for board approval
  • Assist committees with budget responsibilities
  • Present up-to-date financial statements at each board meeting
  • Report periodically on relevant trends and applicable budget analysis to board members to help ensure budget compliance
  • Ensure sufficient internal controls and separation of duties are in place
  • Maintain proper accounting policies and procedures
  • Supervise receipt and disbursement of Chapter funds
  • Maintain a system to ensure that all authorized invoices are paid timely
  • File Chapter tax return and any other required forms with the IRS
  • Work with the Chapter’s tax firm/CPA as needed throughout the year and especially to ensure timely compilation of financials and preparation of tax returns
  • Coordinate with the Executive Director as needed, whose duties in part include collecting funds and registration fees and properly safeguarding those funds
  • Coordinate with the Finance Manager as needed, whose duties in part include:
    • Make deposits and cut checks
    • Data entry
    • Create financial reports
    • Reconciliation to bank and credit card accounts

FPA DFW Finance Manager:

Brenda Blake 



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