2025-2026 Slate of Candidates

The 2025-26 Governance Year Nominations have been extended until January 31, 2025. Please review the job descriptions and nominate a collegue or yourself to serve this upcoming year. FSEA has some great initiatives starting or expanding and would love to have you a part of it.

FSEA PRESIDENT-ELECT JOB DESCRIPTION

OVERVIEW

The President-Elect is elected by the membership to be an officer of the Florida Society of Enrolled Agents (FSEA). The President-Elect serves as back-up to the President, and must be completely familiar with the President’s duties and responsibilities. At the end of a one-year term, the President-Elect automatically becomes President of FSEA and after that one-year term becomes Immediate Past President. If the President is absent, the President-Elect performs the duties of the President during that time. If the President is incapacitated or otherwise unable to complete his or her term of office, the President-Elect serves as

President during the remainder of the term. The President-Elect must know and understand FSEA’s core values, strategic plans, bylaws, and policies and procedures.

RESPONSIBILITIES

The President-Elect is a voting member of the Executive Committee.
The President-Elect assists the President and the Board in promoting the objectives of FSEA.
The President-Elect works closely with the President and the Executive Committee on existing and future projects to ensure a smooth transition in leadership from one year to the next.
The President-Elect establishes and maintains a close working relationship with the Executive

Committee to provide continuity of FSEA’s goals, objectives, purposes, core values, and strategic plans.

The President-Elect assists the incoming President in appointing or nominating potential committee and task force members and chairs.

FSEA SECRETARY JOB DESCRIPTION

OVERVIEW

The Secretary is the Chief Records Officer of the Florida Society of Enrolled Agents (FSEA). The Secretary is elected by the membership and serves a one-year term. The Secretary manages meeting minutes to ensure effective administration of FSEA. The Secretary must know and understand FSEA’s core values, strategic plans, bylaws, and policies and procedures.

RESPONSIBILITIES:

The Secretary is a voting member of the Executive Committee.
The Secretary manages the minutes of the Executive Committee, the Board of Directors meetings and the Annual Member meetings. The Secretary, or designee, issues a meeting notice of the Annual Meeting at least 45 days prior to the meeting.
The Secretary verifies a quorum is present at each Board or Annual Members meeting.
The Secretary assists the President by tracking names of Board members who wish to speak during the meeting.

FSEA TREASURER JOB DESCRIPTION

OVERVIEW

The Treasurer is the Chief Financial Officer of the Florida Society of Enrolled Agents (FSEA). The Treasurer is elected by the membership and serves a one-year term. The Treasurer is responsible for the sound fiscal management of FSEA and keeps the Board of Directors informed about FSEA’s ongoing financial condition. The Treasurer must know and understand FSEA’s core values, strategic plans, bylaws, policies and procedures and be proficient in QuickBooks.

RESPONSIBILITIES:

The Treasurer is a voting member of the Executive Committee.
The Treasurer ensures that FSEA’s incorporation and nonprofit status is maintained through the annual filing of required reports.
The Treasurer, working with the Executive Vice President (EVP), informs members of the Board of Directors of FSEA’s financial condition by overseeing and distributing periodic financial statements.
The Treasurer reports FSEA’s financial condition at each Board meeting.
The Treasurer, working with the incoming President, assists in developing the annual budget for review and approval by the Board of Directors at the first Board of Director’s meeting of the new fiscal year.
The Treasurer is a member of the Audit Committee.
The Treasurer reviews and authorizes expense reimbursement to the EVP.
The Treasurer is a signer on all FSEA bank accounts and may be asked to countersign checks written in excess of $15,000.00
In the unavailability of the President, the Treasurer can approve emergency expenditures

FSEA VICE PRESIDENT JOB DESCRIPTION

OVERVIEW

The Vice President is elected by the membership to be an officer of the Florida Society of Enrolled Agents (FSEA). The Vice President serves as back up to the President-Elect, and must be completely familiar with the President-Elect’s duties and responsibilities. The Vice President must know and understand the FSEA’s core values, strategic plans, bylaws, policies, and procedures.

RESPONSIBILITIES

The Vice President is a voting member of the Executive Committee
The Vice President assists the President and Board in promoting the objectives of the FSEA
As requested by the President, when the President-Elect is unavailable, the Vice President

represents the FSEA President at official FSEA functions

As assigned by the President, the Vice President undertakes other duties
The Vice President serves as the Chair of the Ethics

FSEA Nominations Form

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