Northeast Region (RFO 115) - Chapter Management in a Nutshell
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Chapter Management in a "Nutshell"
Background Information

As a fraternal benefit society, Thrivent Financial for Lutherans has a representative form of government. This means that adult (age 16 or older) benefit and associate members of each chapter decide via an annual election who they want to lead the chapter for the next year.

To operate effectively and carry out its mission, a chapter is required to have the following five elected positions filled: president, vice president, records director, financial director and congregational service team director. There are also five optional elected positions: community service team director, assistant financial director, youth director, events director, and communications director. More ideas and a more balanced work load will result when optional positions are filled.

Chapter Leadership Boards are required to meet at least every three months (quarterly), but most meet more often. Meetings may be held in-person or via technology (e.g. teleconference call, chat room or e-mail).

If you are a chapter leader, THANK YOU for the time and talent that you are devoting to fulfilling this volunteer role. This page is designed to help you find the basic tools and information that you will need in your role. Additional resources, which provide a myriad of information, are listed at the bottom of this page.

If you are a member of Thrivent Financial for Lutherans and are interested in serving as a chapter leader, please contact a member of the Lutheran Community Services Team to learn more about the opportunities.



Volunteers, who attend all training workshops that are offered, will be better prepared to carry out their roles as chapter leaders.
Planning Effective Meetings
Chapter meetings are held to conduct chapter business, approve activities, requesting funding, and keep members informed about and involved in chapter activities. Pre-planning, communication, and follow-through are extremely important factors in meeting planning.

AGENDAS--Pre-meeting planning is essential. Items should include:
o Admitting new members. (President)
o Review and approval of minutes from last meeting. (Records Director)
o Report and approval of financial report including beginning balance, a list of deposits, a list of checks written and ending balance for both operating funds and the Care Abounds in Communities allocation. (Financial Director)
o Acceptance of new members into the chapter. A recommended process is in CHIP.
o Report on Care in Congregations® program activities and requests. (Congregational Service Team Director)
o Report on Care Abounds in Communities® program activities and requests. (Community Service Team Director)
o Report on upcoming regional events. (Events Director)
o Report on youth activities. (Youth Director)

QUORUM--To qualify for a meeting, a simple majority (a quorum) of the elected leaders must attend and participate.

MEETING ANNOUNCEMENTS--Use both the mailing service (see Communications on this web page) and the chapter's web site on LutheransOnline to announce meeting dates to all chapter members.

VOTING--Chapter leaders who fill one of the ten elected positions have voting privileges. Advisory positions do not carry voting privileges.

REPORTING--The records director is responsible for entering the meeting minutes online and reporting that the meeting was held. The minutes should include:
o decisions that were made
o action items that require follow-up
o unfinished business items

See also other tips in the Reporting section on this Web page.

Chapter Leadership Board Guidelines

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General Summary
Chapter Leader Roles

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Summary Quick Reference
If you are a chapter leader, or if you would like to serve as a chapter leader, you may wish to review the chapter leader role descriptions. A general summary of chapter leader duties is available by clicking on the button to the left. Or click on the link below and scroll down to "Understanding Your Role" to find all the expanded versions of the "job descriptions."
Detailed Chapter Leader Role Descriptions
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Thrivent Financial for Lutherans, Appleton, WI 54919-0001, is authorized to conduct business in all 50 states and the District of Columbia. NAIC # 2938-56014. Products issued by Thrivent Financial for Lutherans are available to applicants who meet membership, insurability, U.S. citizenship and residency requirements. Not all products described are available in all states. Thrivent Financial representatives are licensed insurance agents. Insurance and retirement products, where available, are individual contracts, (not group coverage), and issued by Thrivent Financial for Lutherans. Investment products are offered through Thrivent Investment Management Inc., 625 Fourth Ave. S., Minneapolis, MN 55415-1665, a wholly owned subsidiary of Thrivent Financial for Lutherans. Member FINRA. Member SIPC. Thrivent Financial representatives are registered representatives of Thrivent Investment Management Inc.