Secretary/Treasurer's Monthly Report

Chapter Secretary/Treasurers in the BNI Utah South region use this form to submit a monthly report of their Visitor, Membership, and Speaker activities in the chapter. This report is due on the last business day of each month.

Chapter Name:*

Your Name:*

First NameLast Name

Submission Date:

Date

Month reporting activities for?*

Did you make sure all Visitors (Visitors, Substitutes, and Guests) to the Chapter were properly entered by the Visitor Host team in BNI Connect and their attendance was properly recorded each week no later than 24 hours of the end of the weekly meeting?*

YesNo

If you answered "No," please let us know what challenges are preventing your Visitor Host team from completing this task.

Have all speakers scheduled for the next 6-8 weeks been entered into BNI Connect?*

YesNo

If you answered "No," please let us know what challenges are preventing you from completing this task.

Have you pulled a Membership Dues Report this month and verified that all members who have left the chapter have been dropped and that all new members are reflected on this report accurately?*

YesNo

If you answered "No," please let us know what challenges are preventing you from making sure your chapter membership records are up-to-date.

Have you used the information from the Membership Dues Report showing members due to renew within the next 90-days to report weekly during the meeting about upcoming renewals and make sure members due for renewal know to complete their renewal before the renewal date shown.*

YesNo

If you answered "No," please let us know what challenges are preventing you from completing weekly notification to members due to renew?

Are there any other challenges your chapter is having or big wins that you would like the regional office to know about?