AIP Learning Series
Monday, October 26, 2026
Virtual Workshop - 8:00 PM EDT
You Have Been Elected Treasurer! Now What?
Roles, Duties and Financial Oversight
Evan A. Lemoine, CPA, PRP
How did you get talked into being elected Treasurer of the Association? What is your role? What are your duties? How do you work with the assembly and the Board of Directors?
This interactive, 75- to 90-minute workshop explores theses and other topics, including:
- What does RONR say about the Treasurer's duties?
- How can the governing documents add, modify, or delete these duties?
- What does the Treasurer's Report include, and what does it not?
- What are the common types of Financial reports?
- Which financial transactions require motions
- Which do not? Which common mistakes occur?
- Why are some fiduciary duties solely for the Board of Directors? Which are solely the Treasurer's? Which are joint duties?
- When do you need an audit? When are compilations or reviews adequate?
- How can internal controls be implemented and used?
- What is good financial governance?
Questions and answers will be taken both during and at the end of the workshop.
This workshop is approved for 1.5 CEUs on behalf of the National Association of Parliamentarians for NAP credential renewal
About the Speaker:
Evan A. Lemoine is a highly skilled accounting professional with extensive experience in audit, tax, and advisory services across various industries. He holds multiple certifications, including Certified Public Accountant (CPA), Certified Fraud Examiner (CFE), Chartered Global Management Accountant (CGMA), and Professional Registered Parliamentarian (PRP). His experience spans insurance, not-for-profit entities, defense, manufacturing, real estate holdings, private equity, and professional service firms. He has worked with companies ranging from $10K to over $900M in revenue, providing tailored solutions and strategic guidance.
As a professional parliamentarian, Evan has extensive experience with professional trade associations, homeowners associations, political, religious, and civic organizations. He has authored several organizational bylaw revisions, served as or advised presiding officers in contentious business meetings, and judged national competitive events.
Evan is a trusted leader who actively serves as president, vice president, and treasurer of numerous community, professional, and educational organizations. He is currently serving as Treasurer of AIP. His dedication to professional excellence and community involvement makes him a valuable asset in any role.
To Register:
This is a free workshop for AIP members. Register by clicking the link below.
In order to attend, you must log in and register. To receive NAP CEU credit, you must supply your NAP member number when registering and leave your camera on when attending live.
To join the workshop, you will be set up to attend the course through the AIP Learning Center, You will be sent out a reminder the day of the seminar.
Registrants will get the recording and any handouts approximately one week following the workshop in the Learning Series Course on the AIP Learning Center.
