Treasurer

Courtney A. Brandon, LPC-MHSP-S, RPT™ serves as our board Treasurer. She is responsible for the oversight and management of all TNAPT funds, including managing tracking reports to be shared monthly during board meetings. 

Duties include:

  • Maintain accurate and complete financial records for TNAPT.

  • Receive, deposit, and monitor all TNAPT funds and revenue sources.

  • Manage TNaPT’s  bank accounts and financial systems.

  • Pay authorized expenses, reimbursements, and invoices in a timely manner.

  • Maintain records of all financial transactions and supporting documentation.

  • Prepare and present financial reports on a  quarterly basis

  • Provide monthly reports on income, expenses, account balances, and budget performance.

  • Develop and recommend an annual operating budget in collaboration with the President, Executive Committee, and Board of Directors.

  • Monitor budget adherence and advise the Board regarding financial trends, opportunities, and concerns.

  • Ensure compliance with all federal, state, and nonprofit financial reporting requirements.

  • Coordinate the preparation and filing of required tax documents, including IRS filings and state reporting requirements.

  • Maintain financial records in accordance with nonprofit accounting best practices and applicable laws.

  • Assist in developing financial policies, internal controls, and procedures to safeguard Association assets.

  • Prepare annual financial reports for members

  • Work with conference, training, and event committees to monitor event budgets and financial outcomes.

  • Oversee membership revenue tracking and other TNAPT  income sources.

  • Maintain records necessary for audits, financial reviews, or other compliance activities.

  • Facilitate a smooth transition of financial records, passwords, and banking information to future Treasurers.

  • Serve as a point of contact for TNAPT members regarding TNAPT finances 

Financial Oversight Responsibilities

  • Advise the Board regarding TNAPT’s  financial position and long-term sustainability.

  • Monitor cash flow and reserve funds.

  • Ensure expenditures are authorized according to Board-approved policies.

  • Recommend financial strategies that support TNAPT's growth and strategic goals.

  • Assist the Board in evaluating the financial impact of proposed initiatives and programs.

Email: Treasurer@TNA4PT.com