Leadership Roles and Responsibilities
WSFA Leadership Roles and Responsibilities
The President, Executive Director and Administrative Secretary work closely together in providing leadership for and management of the Association to ensure that it thrives in its mission. They help shape and implement effective policies and procedures for the organization. They also help create the environment for valuable and productive working relationships between the Board, Committees, Staff, Members, internal groups and outside parties.
Executive Director
The Executive Director has the lead responsibility in the administration and operation of the Association. Key areas of responsibility include the WSFA conferences and other events, Certified Sustainable Finance Analyst (CSFA) certificate program, financial management, communications, fundraising, maintaining and updating bylaws and recruiting new members. The Executive Director has supervisory responsibility for the Association’s staff.
Working together, the President and Executive Director are responsible for setting the agendas of quarterly Board meetings. With the Treasurer, they are responsible for reviewing annual budgets and proposing them to Board for approval.
President
The President has the lead responsibility for setting goals and policies for the Association. The President’s areas of responsibility include setting goals (e.g., net income, membership, scope of activities), convening and chairing meetings of the Association’s Board, representing the WSFA at conferences and other events and developing relationships with other organizations.
WSFA Office
The office is responsible for facilitating communications with Committees and Board members, disseminating information and announcements to the membership and assisting Association members as needed. The WSFA office handles the financial details of the Association and works closely with the Executive Director, the Board and Finance Committee on budgets, fundraising and reporting. The WSFA office also works closely with the CSFA Committee on maintaining standards, curriculum, membership records and meeting the needs of the members.
Treasurer
The Treasurer of the WSFA is responsible for organizing the Finance Committee and serving as the Chair of the Finance Committee. On this Committee, the Treasurer creates an annual Treasurer’s Report and presents the report at Board meetings along with the financial status of the Association and recommendations. The Treasurer will work closely with the WSFA office on financial updates and report any significant issues to the President and the Executive Director.
Secretary
The Secretary of the WSFA is responsible for keeping minutes at Board Meetings and performs other duties as prescribed by the Board.
Board
The Board responsibilities are set forth in the By-laws. In addition to the statutory duties and responsibilities, the elected Board members shall each serve as a liaison member of one of the Committees. The President shall appoint these posts.
Nominating Committee
The Nominating Committee helps to creates a slate of candidates for all open positions during the election cycle for the Association each year. The committee is responsible for creating a transparent election process and managing the process. The Committee also re-evaluates position descriptions of the Board members and communicates with WSFA staff on election processes.
