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13.1. Financial
Procedures
Budgeting
Payments
Receipts
13.2. Administration
Procedures
Membership:
Under this heading I
include the following:
- Handling renewals and new members
- banking incoming cheques,
- processing renewal forms and application
forms
- liaison with membership in the USA
- organising payment
- passing on relevant charges
- passing on CISA CPE hours
- dealing with anomalies (many cheques
arrive without any information attached, these have to be tracked
down, cheque for wrong amounts, remittance forms but no cheque,
remittance forms with credit card details etc).
- Handling the membership database
- importing updated monthly roster disk
- if the disk is late, arrange for it to
be emailed from the USA
- dealing with address changes
- courtesy members
- Other membership related problems:
- Members who claim they have paid, but I
have no record of them doing so.
- Dealing with the at large listing
- Dealing with transferring members in
- Weekly liaison with membership in the
USA.
- Membership Packs (shared between
membership and CISA). As per instructions from a previous committee, I
was told to only send these out when ALL information could be
included. Put together packs when the information is finally
available:
- CISA Bulletin
- Letter from the President
- Up-to-date membership application form
- ISACA London Chapter brochure
- CISA Review Course details (only
available for the last minute packs)
- Joining packs/welcome packs. I was told
to drop these some time ago because of the expense.
- Keeping ‘register’ of attendees at
the monthly meetings in case of audit by the Certification Dept.
- Taking meeting bookings and passing on
to KPMG
13.3. CISA:
- Keep a waiting list of people interested
in receiving information.
- Put together the information/membership
packs once the CISA Bulletins finally arrive.
- Deal with all the telephone
queries/emails regarding CISA. Most frequently asked questions as
follows:
- Can you send me the syllabus?
- I want to re-badge to computer audit,
how do I do it?
- Where will the exam be held?
- How do I do CPE hours?
- Can you lend me the CISA Review Manual?
- Why can’t I register for the exam with
you and not the USA?
- Why can’t I buy books from you?
- Deal with CISA Review Course:
- Organise photocopying and distribution
of advertising material to London Chapter membership and names on my
CISA database
- Handle bookings, payments, joining
instructions etc.
13.4. Publications
13.4.1. Mailshot:
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Chase copy from President for his
monthly report.
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Chase copy for the details of the
upcoming meeting.
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Check minutes to see if anything needs
to go in.
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Liaise with SIGs as necessary
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Find fillers where necessary
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Write fillers where necessary
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Type up and layout.
-
On occasion deal with advertisers (e.g.
Auditware, MIS Training) to enclose material with Mailshot.
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Arrange and collect photocopying.
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Collect envelopes
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Arrange ‘stuffing’
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Produce labels from database
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Reload franking machine
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Label and frank envelopes
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Deliver to main post office for onward despatch.
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Invoice advertisers where necessary.
Problems
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Problems occur because I do not usually
receive the information to go into the Mailshot until the Thursday of
Friday before the chapter meeting. This consequently means I have to work
over a weekend to ensure that the Mailshot hits the membership before the
meeting. I constantly receive complaints from members that they did not
have enough notice. I handle this by reminding them that the programme of
events is printed every month. Having said this, it was not the case until
last ……. If the information is received on time the whole process is
very smooth. I have a small team of helpers that turn the distribution
around extremely quickly.
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I have found that the advertisers who
usually have flyers enclosed with a Mailshot pay relatively promptly. Late
payment is virtually exclusively a Direct Mailing problem.
13.4.2. Datawatch:
13.5. Technical
Sessions
13.6. Board
Meetings
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