Greater Philadelphia Chapter

VP Finance:

ATD-PHL is a Pennsylvania incorporated entity and is recognized by the IRS as a 501(c)3 organization.  The latter indicates that the Greater Philadelphia Chapter (PHL) is organized and operated for purposes that are beneficial to the public interest, specifically for the advancement of the workplace learning and performance (WLP) profession.

Term: One year

Estimated Time Requirements per month:

Attending board meetings:  2 hours
Conducting internal Audit with committee:  8 hours plus travel time (one-time annually)
Attending monthly chapter meetings:  3 hours plus travel time
Communicating with administrative office about routine issues:  2-4 hours
Record keeping and financial book upkeep:  2 hours


  Creates an annual operating budget and makes it accessible to members
Conducts Audits
Audits income/expenses and cash-flow on a monthly basis to ensure chapter's sound financial status
Reports the results of financial audits to the board in a timely manner
Ensures compliance with CARE
Ensures chapter is in compliance with state and federal reporting requirements
Oversees operations and finance for the chapter
Reconciles chapter bank accounts on a regular basis
Oversees the accuracy of record-keeping and reporting
Issues payment for invoices in a timely manner
Maintains chapter tax-exempt non-profit status
  Ensures that the chapter maintains adequate insurance coverage
Recruits and trains incoming vice president of operations and finance
Recruits and trains volunteers to support audit functions
Board Participation
Reports all income and expenses to the board on a regular basis
Reports on financial status of chapter each January at membership meeting and each month at board meetings
     Attends and participates in all board meetings and chapter programs
Participates in other chapter events, committee meetings, and conferences as available
Represents chapter professionally and ethically in all business functions/organizational activities
Participates in the ATD International Conference and Exposition and ATD Chapter Leaders Conference (ALC)


Member of ATD and chapter
Demonstrated experience in budget design, fiscal responsibility and accounting practices
Good understanding of operations and finance
Ability to work with administrative services
Time available to fully participate in chapter and board meetings, and represent the chapter regionally and nationally

If you are interested, please email a resume to info@tdphl.orginfo

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