Finding and Engaging a Treasurer

Who better to provide perspective on key approaches to finding and engaging a Treasurer than a past and current Treasurer – and passionate board member – Gordon Holley, President & CEO of Humanity Financial. Leveraging his professional designations as a Chartered Professional Accountant (CPA, CA) and a Certified Professional Bookkeeper (CPB), Gordon outlines the roles and responsibilities of the Treasurer and how the role intersects with book-keeping and/or Finance staff or contractors. He shares tips on sourcing quality candidates for this critical board role. During the interview, Gordon mentions two resources Humanity Financial has created related to the topic: A Treasurer Roles and Responsibilities Summary and a Treasurer Position Description Template, available at www.humanityfinancial.ca.

Presented by Humanity Financial Management

From our Vantage Point is brought to you by Humanity Financial Management, a Chartered Accounting firm dedicated to helping Canadian not-for-profit, charitable and social enterprises build capacity for strong internal financial management. Humanity Financial Management’s part-time controllers and CFOs provide support for budgeting, reporting, audit preparation, policies and procedures, and internal controls. Their results: Financial risk reduction and asset protection. Visit Humanity Financial Management online at humanityfinancial.ca.

🎙️ From Our Vantage Point is a podcast by Vantage Point, sharing real conversations and practical insights from BC’s non-profit sector. Vantage Point provides high quality, practical education, facilitation, and consulting support to BC’s non-profit sector as well as programs that support sector success through convening, facilitation, and advocacy. 

Because when non-profits thrive, communities do too.

Generously supported by our partners at Humanity Financial.