Greetings!
I am James Hare, Treasurer of Wikimedia District of Columbia, which represents Washington, DC and four other U.S. states. As treasurer it is my job to keep the books, prepare the budget, answer to our unfortunately undersized Audit Committee, and serve as the ex-officio chairman of the Fundraising Committee. Regrettably, the number of finance-types in our organization is really small. In fact, I'm not even an accountant by trade, nor am I (at this time) studying to become one. But given that I'm responsible for keeping track of mostly cash transactions and not the balance sheet of Goldman Sachs, it hasn't been an excessive burden. Matt Bisanz, who has formal training in accounting, serve as our Audit Committee chair (and its only member).
Our current challenge is fundraising, as we are a brand new chapter that needs to bring in hundreds of thousands of dollars for Wikimania 2012. Last night I finished our fundraising plan for this fiscal year, which focuses largely on the ancillary marketing and networking strategies Wikimedia DC will need to adopt. My ambition going forward is to set up a number of relationships with local organizations so that we can rely less and less on the Wikimedia Foundation for our funding. Our need is particularly pressing since we cannot rely on the website fundraiser for our revenue.
On Fri, Dec 9, 2011 at 8:20 PM, Stuart West stu@wikimedia.org wrote:
Now that we've had some time for people to sign up for the list (28 so far), let's kick things off. I'd like to start with something that's worked well on both the gendergap and developing countries lists: quick personal introductions and then description of why we're interested in this topic and what we hope to get out of the list.
I'll go first.
My name is Stu West and I'm a volunteer on the Wikimedia Foundation's board of trustees. I am the Board's Treasurer and chair of its Audit Committee. I've been involved with Wikipedia for about 5-6 years, and on the Board since early 2008. My day job is in Silicon Valley, where I've worked for private and publicly-traded technology companies in roles including CFO.
I'm really interested in governance/transparency/accountability issues for a few reasons. In my role as WMF Treasurer, it's my responsibility to focus on these. More broadly though, my personal point of view on Wikimedia is very long term. I'm really amazed at what our community has accomplished, and want to ensure we continue to have a huge and growing impact for the next 100 years. To do that, I think we'll need to give our community the best possible organizational/legal/governance support.
As for this list, I'd like it to be a place for high-quality sharing of ideas and best practices around governance/transparency in our movement. I hope we can attract a significant portion of the treasurers, finance staff, and even Audit Committee members. I hope it can be a great way for all of us to learn from each other and hope we can have lots of emails asking for advice/support/ideas from one another. Finally and most importantly, I hope we can use this list to plan Wikimania beers and other in person get-togethers.
Who's next?
-s
Begin forwarded message:
From: Stuart West stu@wikimedia.org Subject: New "treasurers" mailing list Date: November 10, 2011 12:15:12 PM PST To: "internal-l" internal-l@lists.wikimedia.org
I set up a new public mailing list called treasurers@lists.wikimedia.org for discussing and sharing best practices in financial reporting and financial transparency across the Wikimedia movement. The primary intended membership is treasurers, audit committees, and finance staff of movement organizations, but the list is public and anyone interested in financial reporting and transparency is welcome. This list is archived publicly.
You can subscribe here: http://lists.wikimedia.org/mailman/listinfo/treasurers
Please take a moment to forward this on to your favorite Treasurer or finance staffer. Thanks.
(I thought about just using internal but decided against because a) there's lots of traffic on it already and b) i'm not sure all our various treasurers both subscribe to and read internal regularly.)
-s
=============== Stuart West Board Treasurer Wikimedia Foundation stu@wikimedia.org
Treasurers mailing list Treasurers@lists.wikimedia.org https://lists.wikimedia.org/mailman/listinfo/treasurers