LOMA Society of the Greater Toronto Area (GTA) Officer Roles

Officers should possess effective leadership, organizational and communication skills, and be creative, resourceful, enthusiastic, fair and objective. Officers must be members in good standing with the Society and should be capable and willing to serve in the office for which they have been elected. Non-members may not hold offices nor may they serve as members of the board of directors. 
 
The president and vice-president must have earned the LOMA Fellow, Life Management Institute (FLMI) designation. All other board and committee officers must have successfully completed and passed at least one LOMA designation course (excluding short online courses, onboarding courses, and virtual or instructor-led classroom courses).

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LOMA Society President

The responsibilities of the Society president include:  

  • Serving as the Society’s chief executive 
  • Exercising general administrative responsibilities and control over activities of the Society   
  • Presiding over all Society meetings   
  • Ensuring the timely submission of all Society reports to LOMA   
  • Acting as chairperson of the board of directors   
  • Performing other duties as usually pertain to the office of president 
 

LOMA Society Vice-President

The responsibilities of the Society vice-president include:   

  • Substitute for the president when needed   
  • Ensure the membership is informed of Society meetings and events as specified by the bylaws   
  • Ensure all arrangements are finalized prior to meetings (e.g. meeting room confirmed, A/V requirements addressed, vendors paid, etc.)   
  • Write letters of appreciation to speakers on behalf of the Society   
  • Monitor the quality of programs and meetings through surveys and evaluation forms   
  • Present an annual report summarizing the meetings and events to the membership at the end of the year

LOMA Society Treasurer  

The responsibilities of the Society treasurer include:   

  • Managing all Society finances (budget, bank account(s), financial records, tax records, financial reports, etc.)   
  • Submitting a preliminary budget for the upcoming Society year to the board of directors   
  • Assisting the Audit Committee with the annual audit of Society financial records   
  • Managing the billing and collection of Society dues   
  • Ensuring the prompt payment of Society bills   
  • Staying informed of government tax codes and filing procedures, and file tax returns when required  
  • Informing the board of directors and membership of financial activity throughout the year and presenting a report summarizing financial activity for the preceding year to the membership 
 
LOMA Society Secretary  

The responsibilities of the Society secretary include:   

  • Managing Society records including taking minutes at all meetings of the Society and of the board of directors and distributing the minutes to the Society membership and LOMA   
  • Assisting the treasurer with membership records, mailing lists, etc.   
  • Assisting the president with completing reports   
  • Composing and mailing congratulatory letters under the president’s signature to new designees, new members, and more  
  • Ordering and distributing Society stationary   
  • Keeping the membership roster current and up-to-date and making sure all changes are sent to LOMA in a timely manner  
  • Ensuring LOMA and the membership are kept abreast of all communications   
  • Managing public relations duties   
  • Ensuring that written notice of all Society meetings is sent to the membership at least ten days in advance of each meeting 
 

Committees Within The Society
 
The LOMA Society bylaws require that Societies have the following standing committees (note some may be combined, if feasible):
  • Nominating Committee 
  • Education Committee   
  • Audit Committee   
  • Program Committee   
  • Communications Committee   
  • Membership Committee   
  • Technology Committee 
 
The Society president may appoint other committees as deemed necessary by the board of directors. The purpose of the committees is to:   
  • Assist the board of directors in Society operations   
  • Provide members an opportunity to participate in Society operations   
  • Train future Society leaders 
 
Nominating Committee  

The Nominating Committee must be appointed by the Society president with the approval of the board of directors. The responsibilities of the Nominating Committee include:   
  • Monitoring the dedication and competence of officers as they proceed through the typical succession of offices (e.g. secretary, treasurer, vice-president, and finally president)   
  • Soliciting nominations   
  • Evaluating the eligibility of individuals nominated for office   
  • Announcing nominations to the membership via mail    
  • Recommending individuals to fill vacancies on the board of directors   
  • Making recommendations for committee appointments as requested by the Society board of directors
 
Membership & Education Committee  
The Membership Committee manages Society membership efforts and plans and organizes the recognition of new designees. The responsibilities of the Membership Committee include:   
  • Managing the Society’s annual membership drive, contacting both inactive Society members, new designees, and current members who need to renew their membership   
  • Planning and organizing the Society’s recognition of new designees   
  • Managing all aspects of associate membership for the Society   
  • Coordinating the billing and collection of Society membership dues and/or meeting fees, and ensure that the appropriate records are kept   
  • Developing, producing, and distributing the Society’s annual membership survey   
  • Producing and distributing the Society membership directory in cooperation with the Communications Committee  

The Education Committee coordinates all Society educational activities. The responsibilities of the Education Committee include:  
  • Developing and administering programs such as classes, mentoring programs, and credit-seeking programs to help others earn designations   
  • Working with company Ed Reps to promote the LOMA Programs and Society activities. 
 
Audit Committee  
The Audit Committee provides an independent audit of Society financial records, which ensures internal control. Audits can also prove valuable in the event of an audit by Revenue Canada or similar agency. The Audit Committee should consist of one or more Society members, preferably at least one who is a CPA/CA. The responsibilities of the Audit Committee include:   
  • Auditing the Society's financial records at the end of the Society/Calendar year   
  • Submitting an audit report to the Society president, who will present the results to the board of directors   
  • Reporting the audit results to Society membership. 
 
Program Committee  
The Program Committee coordinates Society meetings and programs. The responsibilities of the Program Committee are to assist the vice president in:  
  • Planning, developing, implementing, and   
  • Evaluating Society meetings and programs 
 
Communications and Technology Committee  
The Communications Committee coordinates all Society communications and publicity as well as promotion of Society activities and serves as a liaison between the Society, other Societies, and LOMA. The responsibilities of the Communications Committee include:  
  • Ensuring that the membership is notified of all Society activities   
  • Producing and distributing the Society membership directory in cooperation with the Membership Committee   
  • Designing, editing, and distributing Society newsletters and promotional materials   
  • Maintaining the Society mailing list   
  • Managing a file of Society permanent records 

The Technology Committee is responsible for:  
  • Coordinating, reviewing, and recommending all technological aspects of the operations of the Society. This includes but is not limited to databases, Web site, and technical equipment


Committee Chairpersons and Members 

Committee Chairpersons  
Committee chairpersons must be a member of the Society and may be elected by the committee they chair or the Society membership, or appointed by the Society president. 
 
The responsibilities of committee chairpersons include:  
  • Convening and conducting committee meetings   
  • Delegating responsibility for committee activities   
  • Filing a written report with the board of directors for presentation to the membership at the annual meeting of the Society. 
 
Committee Members  
Committee members may be appointed by the Society board of directors or selected by the committee chairperson. Society members may serve on more than one committee, but Societies are encouraged to keep involvement by members on more than one committee to a minimum to facilitate a broad range of members’ involvement in Society activities. It is the responsibility of committee members to carry out all duties delegated to them by the committee chairperson. 
 

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