Tamiochus Report

● Monitor web-based registration site and provide technical assistance as needed ● Provide updates to the Regional Director and Committee on numbers of registrations, vendors,and guests ● Serve as Chairman of the Credentials Committee ● Provide at least monthly reports of number and type of conference registrations to the RegionalTamias and Event Planner OUTCOMES : 1. Goal: To maintain accurate financial record of all monies received in the name ofSouthwest Region (SWR) Incorporated ● Funds collected, documented, and submitted to the Tamias within 10 business days ● Transmittal of funds form submitted to Tamias with all transactions ● Maintained completed transmittal of funds form with signatures of Tamiochus and Tamias ● Vouchers received with original receipts reviewed and submitted to Regional Director forapproval ● Completed vouchers with signatures from Tamiochus, Regional Director, and Tamias maintained ● Provided receipts for all cash monies received and maintained copy ● Submitted financial activity report to Regional Director for Board of Directors and Executivecommittee meetings ● Updated chapter statement form to reflect current sorority year and deadline 2. Goal: To maintain communication with the Regional Director, Board of Directors,Committee Chairs, and members on financial issues of the region ● Served as a member of the Budget & Finance Committee ● Develop and distributed service letter regarding chapter statement and dues procedure

3. Goal: Enhance knowledge of the role of the chapter Tamiochus and improvecommunication with membership regarding operational changes ● Provided guidance on financial procedures per bylaws and operational procedures ● Used transmittal of funds form in excel to reduce mathematical errors ● Assisted with electronic payment system for chapter dues, fundraising and donations

4. Goal: Assist the SWR 2020 Regional Planning Committee in preparation for the AnnualMeeting and Education Conference ● Monitored web-based registration site and provide technical assistance as needed ● Provided updates to the Regional Director and planning committee on numbers of registrations,vendors, guests, donations ● Serve as Chairman of the Credentials Committee ● Met with planning committee chair, Tamias, and event planner as needed ● Attended planning committee meetings ● Served as chairman of the Credentials/Registration Committee RECOMMENDATION(s): none

Keesha Davis, DNP, MPA, RN

SOUTHWEST REGION CHI ETA PHI SORORITY, INCORPORATED ®

OFFICERS REPORT FORM

DATE: February 16, 2022

OFFICER: Regional Historian CHAPTER: Mu Chi

GOALS & OBJECTIVES:

1. Work closely with Chapter Basilei, Regional Director and National Historian. 2. Perform duties assigned by the Regional Director and National Historian. 3. Collect, compile, and store a chronological record of Southwest Regional Historical events. 4. Compile and submit historical data as requested by Regional Director and National Historian. 5. Advise Chapter Historians/ Archives Chair on the analyzing, evaluating, and archiving historical Material. 6. Serve Chapter Historians as a source of information in terms of officer duties.

OUTCOMES: RECOMMENDATION(s):

1. Regional Historian attends Regional, Executive, Director’s as well as National Quarterly Meetings. 2. Uses Chapter Event data summaries and PowerPoint pictures as a tool in developing and submitting the Chi Eta Phi mandated Annual Historical report. 3. Restore and continue collection of PowerPoint pictures as a means of show casing Chapter activities. 4. Encourage Archives committee initiation of storing historical items digitally. 5. Collaboration with Regional Director and National Historian to provide fluid Sorority operations. 6. Maintains availability to Chapter Historians as a resource via text, telephone and email.

RECOMMENDATION(s): None.

COMMITTEE CHAIR: Mariece Roberts Mariece Roberts

Regional Historian, Southwest Region Historian, Mu Chi Chapter Chi Eta Phi Sorority, Incorporated