Post-AGM (Governance and Finances) Report
Due within 30 days of your chapter AGM. This form is how Chapters report back to the Branch to provide required governance information for your elected Board of Directors, and to ensure that all approved Chapter financials are submitted. *IF ANY OF THIS INFORMATION CHANGES throughout the coming year, please inform the Branch Outreach Officer (outreach@cpf.bc.ca).
CPF Chapter Name
*
Please Select
Bulkley Valley
Burnaby
Campbell River
Castlegar
Comox-Coutrney
Cowichan Valley
Cranbrook
Dawson Creek
Delta
Fort St. John
Golden
Kamloops
Kitimat
Langley
Nanaimo-Ladysmith
New Westminster
North Vancouver
Okanagan Skaha
Parksville-Oceanside
Port Alberni
Prince Rupert
Quesnel
Richmond
Saanich
Shuswap
Sooke
South Cariboo
Surrey
Terrace
Tri-Cities
Vancouver
Vernon
Victoria
West Vancouver
Williams Lake
Yukon
Chapter email address:
example@example.com
A Chapter Board member must fill this form out
*
Title
First and Last name
Board member
President
Vice-President
Treasurer
Secretary
Other
Date of your AGM
*
-
Month
-
Day
Year
Date
AGM Minutes
*
Submitting Now
AGM Minutes
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Financial Information
What's your total Chapter income for the last fiscal year (between April 1 - March 31)?
*
What is the balance on your bank statement as of March 31st of the reporting year?
*
Financials required
*
Submitting now
Approved Budget for Upcoming Fiscal Year
Balance Sheet for Fiscal Year that's just closed
Income Statement for Fiscal Year that's just closed
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Governance Checklist
Administration and Board Meetings
*
Held a minimum of 1 board meeting this year
Held your Annual General Meeting within 6 months of fiscal year-end (ie: by September 30)
Recorded and circulated the minutes for all your official Board meetings
Annual General Meeting
*
Ensured Quorum, ie: no less 4 chapter voting members
Provided all members with 14 days notice of the AGM date
Held executive elections (mandatory 3 officer positions: President, Vice-President and one other officer)
Approved the budget for the next fiscal year
Reviewed and approved financials for the closing fiscal year (Balance Sheet & Income Statement)
Elected Chapter Board of Directors
As per chapter policies, a Chapter Board of Directors must have at least 3 voting members, including the officer positions of President and Vice-President. Please note that all elected Chapter Board Officers' names must appear in the AGM minutes, along with their positions.
PRESIDENT
*
Phone Number
*
xxx-xxx-xxxx
Email associated with Membership
*
Contact Email (if different)
Please use my email above as a primary contact for our CPF chapter.
Please Select
Yes
No, communicate through chapter email only
VICE-PRESIDENT
*
Phone Number
*
xxx-xxx-xxxx
Email associated with Membership
*
Contact Email (if different)
Please use my email above as a primary contact for our CPF chapter.
Please Select
Yes
No, communicate through chapter email only
OFFICER #3:
*
Treasurer
Secretary
Volunteer/Membership Coordinator
Other
Full Name
*
Phone Number
*
xxx-xxx-xxxx
Email associated with Membership
*
Contact Email (if different)
Please use my email above as a primary contact for our CPF chapter.
Please Select
Yes
No, communicate through chapter email only
OFFICER #4:
Treasurer
Secretary
Volunteer/Membership Coordinator
Other
Full Name
Phone Number
xxx-xxx-xxxx
Email associated with Membership
Contact Email (if different)
Please use my email above as a primary contact for our CPF chapter.
Please Select
Yes
No, communicate through chapter email only
OFFICER #5:
Treasurer
Secretary
Volunteer/Membership Coordinator
Other
Full Name
Phone Number
xxx-xxx-xxxx
Email associated with Membership
Contact Email (if different)
Please use my email above as a primary contact for our CPF chapter.
Please Select
Yes
No, communicate through chapter email only
OFFICER #6
Full Name
Phone Number
xxx-xxx-xxxx
Email associated with Membership
Contact Email (if different)
OFFICER #7
Full Name
Phone Number
xxx-xxx-xxxx
Email associated with Membership
Contact Email (if different)
Additional Officers
Emailed information
This Chapter has additional officers
Summary of any chapter highlights you want us to include in our annual report?
Who will be listed as your chapter's contact person at https://bc-yk.cpf.ca/en/chapters/?
*
First and Last Name
Banking Information
Please resubmit your banking details to ensure we have up-to-date information. If your bank account changes, please submit a void cheque to the office and the meeting minutes that show authorization for the change.
Names of Signatories and their Board Role (2 minimum, 3 advised)
*
Is the following banking information the same as we currently have on file, or updated information?
*
Please Select
The same
Updated
Upload void cheque and meeting minutes that show authorization for the bank change:
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Name on Bank Account
*
Name of Financial Institution
*
Bank Phone Number
xxx-xxx-xxxx
Address
Institution Number
*
Transit Number
*
Account Number
*
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Thank you very much for providing this information. We appreciate your time.
The information collected in this form is used by CPF to ensure that we operate in accordance with the regulatory framework laid out in the BC Societies Act; to provide our funders with the data they require of us; and to ensure the smooth operations of our branch, in tandem with our chapters, from communications to banking to issuing membership rebates. We really appreciate you filling this out!
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