Member Management for Financial Secretaries Contact Information: - - PowerPoint PPT Presentation

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Member Management for Financial Secretaries Contact Information: - - PowerPoint PPT Presentation

Dec 01, 2023 376 likes •1.24k views

Member Management for Financial Secretaries Contact Information: FS Appointments/MM Access Email: Ann.Moran@kofc.org Phone: 203 752 4717 Financial Secretary Training Consultant Email: Rod.Hofschulte@kofc.org Phone: 402 510 7250 Officers

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Member Management for Financial Secretaries

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Contact Information:

FS Appointments/MM Access Email: Ann.Moran@kofc.org Phone: 203 752 4717 Financial Secretary Training Consultant Email: Rod.Hofschulte@kofc.org Phone: 402 510 7250

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Officer’s Desk Reference

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Officer’s Desk Reference

Use to reference information on subjects such as;

membership issues,

tax issues,

home corporations,

council and assembly concerns,

social communications

Officer’s Desk Reference

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Deacons

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Program Calendar

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Program Calendar

Calendar of activities and events

Monitor important due dates

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By-Laws

  • n Line
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Council By-Laws On-Line

Available to GK, FS and Council Advocate. Template to update or create council by-laws. Automatically approved once completed and submitted.

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Member Management

Section 1 Member information and member profiles

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Member Management

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Opening page shows recent changes and additions

Click here to go to Expert site

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Opening Screen: Shows recent updates and changes to program. Helpful tips and instructions for understanding functions in this system

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Need Help See the Expert

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Video Tutorials See Next Slide

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Regular Honorary Honorary Life

Last name or first letter of last name and an asterisk

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Click on name to select

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PSD, FVSM

Pg 1 of 3

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Pg 2 of 3

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Pg 3 of 3 Always save your work

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Comptroller

  • r FS
  • Pg. 1 of 2
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Enter Proposer #, Name will Appear

Pg 2 of 2

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Must show status for name to show above

Error correction

Single Married Widower Divorced

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Also Update Next of Kin Information and Member Status in Member Billing.

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Spouse name shown

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Continued on next slide

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Member Management

Section 2: Council information and administration

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DGK Position Open

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Now filled

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Add parishes from which your council has members, not necessarily those you serve. Click on search before selecting the Parish

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Member Management

Section 3: Print Center Reports

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.

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Years of Continuous Service

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Vocations & Religious Devotions

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Devotions

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This new MM program will make my job as Financial Secretary much easier and more fun...