Treasurer/ Assistant Treasurer

 
 Accounting; Brokerage; Disbursements
Tax filing; Monthly reports

Secretary/ Assistant Secretary

 
Minutes; Attendance; Social functions
Liaison with meeting place sponsor
Roster data

Vice-President & Education Director

 Coordinate SSG presentations
Coordinate education: SSG, software, on-line resources, BetterInvesting events
Coordinate mentoring and tutoring

President

Meeting agenda and voting
Adherence to P.A. and By-laws
Coordinate other directors and officers

Portfolio Director

Analysts' report system (training & function);
Diversification Report; "DIG Board"

Membership Director

Greet and follow up with visitors, counsel prospective new members;
BetterInvesting renewals; recruiting

Webmaster

 Website and e-mail

Analysts

Report by e-mail - quarterly and as needed

Teachers

 Classes on SSG, computer software, analysis, analysts' reports, etc.

Hosts

 Host social functions such as potlucks and cocktails