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ElderStudy Annual Cycle of Activities

September
   Financial and Membership Year begins September 1

   Fall Programs begin

   Board of Directors Meeting (first Wednesday): Committee and Treasurer's Reports

   Plan for Annual Audit

   Newly elected Directors and Officers begin their terms-in-office

October
   General Membership Meeting (third Wednesday): Reports by Board and Committees

   Newsletter (with mid-September membership roster and Fall social details)

November
   Committee Meetings (time and place set by committees)

December
   Board of Directors Meeting (first Wednesday):
Committee and Treasurer's Reports

   Decision on BLS Scholarship

   Report of Annual Audit

   Newsletter (includes Spring Semester program)

   Nominating Committee begins work for March election of new Directors

   Fall Social [held in early December]

   Fall Programs completed

January
   Treasurer files past year electronic tax return by January 15th

   Spring Programs begin

February
   Committee Meetings (time and place set by committees)

   Newsletter (includes candidate biographies for election of Directors in March and call for book suggestions for next year's Book Group)

   Election materials distributed not-later-than February 28th

March
   Board of Directors Meeting (first Wednesday): Committee and Treasurer's Reports

   General Membership Meeting (third Wednesday): Election of three directors for 3-year terms beginning in September, Reports by Board and Committees

   Nominating Committee begins to identify Officers for the next year; report due June BOD

   Committees begin preparation of budgets for the next financial year; inputs due to Admin NLT April 28
     -- Budget Call Memo
     -- Working Papers (PDF)
     -- Working Papers (Excel Spreadsheet)

   Committees Review and Submit Changes to their Policy & Procedures Documents; inputs due to Admin NLT May 1
     -- Admin Call for Policies & Procedures Review Memo

April
   Newsletter (includes Board election results and Spring social details)

May
   Committee meetings (time and place set by Committees)

   Administration Committee develops recommended budget & membership fees for next year

   Spring Luncheon [held in mid-May] 

   Spring Programs completed

   ElderStudy property in CLL secured as needed

June
   Board of Directors Meeting (first Wednesday):  Election of Officers, Naming of Committee Chairpersons, Approval of budget for next year, Decisions on fees and excess funds

June-August
   Transition period for current & elected board members and current & new officers; no Programs

August
   Financial and Membership Year ends August 31

   Committee Meetings to prepare for September Board Meeting

   Newsletter (includes Fall Semester Program, membership renewal forms, & budget for next year)