The Treasury Office is one of the most important—and often least understood—roles within a Local Body. Accurate financial records, timely reporting, and sound treasury practices are essential to maintaining healthy, sustainable communities and ensuring compliance with U.S. Grand Lodge requirements.

This Kaaba Academy class provides a practical introduction to the responsibilities of the Local Body Treasurer and the systems that support effective financial administration. Whether you are currently serving as Treasurer, preparing to assume the office, or are a Local Master or officer who wishes to better understand treasury operations, this class is designed to provide a strong foundation.

What You'll Learn

During this 45-minute training, followed by a live Q&A session, participants will explore:

• The role and responsibilities of the Local Body Treasurer

• Organizing and maintaining an effective Treasury Office

• Financial recordkeeping and annual ledger management

• Membership dues tracking and confidentiality

• Quarterly reporting requirements and timelines

• Financial planning and budgeting fundamentals

• Treasury best practices and common reporting mistakes

• Building continuity through documentation and officer transitions

The class is presented by Brother Derek Bales, Vice-Chair of Kaaba Colloquium and E.C. Elector, with Brother Hank Hadeed, U.S.G.L. Grand Treasurer General, joining for discussion and live Q&A.

Included Resource Guide

Every participant will receive a comprehensive Treasury Office Training Guide developed specifically for U.S.G.L. Local Body officers.

Originally written by Brother Hank Hadeed and expanded for Kaaba Academy, this companion guide goes well beyond the material presented during the class. It includes practical guidance, examples, templates, and best practices covering:

• Treasury office organization

• Financial planning and budgeting

• Annual ledgers and dues tracking

• Quarterly reporting procedures

• Recordkeeping and document organization

• Banking and inventory management

• Officer transitions and treasury continuity

Designed as a practical reference, the guide can be used long after the class as an ongoing resource for Local Body Treasurers and leadership teams.

Who May Attend

This class is open to U.S.G.L. members of I° and above who are in good standing (dues current).

Current Treasurers, Local Masters, Secretaries, future officers, and any member interested in Local Body financial administration are encouraged to attend.

RSVP

Attendance is free, but registration is required.

To RSVP and receive the Zoom link, please email:

kaaba.academy@oto-usa.org

Once your U.S.G.L. membership status has been verified, you will receive a confirmation email with the Zoom link and calendar invitation.