What does the Secretary-Treasurer do?

The role of the Secretary-Treasurer is pivotal in maintaining the administrative and financial integrity of an organization. Keeping official minutes of meetings is essential as it provides a formal record of decisions and discussions that occur, ensuring transparency and accountability. This is particularly important in an optometric practice where decisions directly impact patient care, operational efficiency, and compliance with regulations.

In addition to recording meeting minutes, auditing bank records forms a critical part of financial oversight. This task helps to verify the accuracy of financial statements and ensures that funds are being used appropriately within the practice. It also assists in identifying any discrepancies or potential financial issues early, thereby safeguarding the organization’s resources.

While conducting audits may seem like a similar function, it typically falls under a different capacity, often involving external entities or specific committees rather than the Secretary-Treasurer's responsibilities. Planning training sessions and communicating with the public are important roles within an organization, but they do not fall under the core duties associated with the role of Secretary-Treasurer. Hence, the emphasis on minute-taking and financial audits distinctly characterizes the duties of this position.