Officer Training & Forms

Here are training materials and forms for Club Presidents, Presidents-Elect, Secretaries, and Treasurers. More resources are on the General Resources page.

PDF files require Adobe Reader, which you can download for free here.

 

2018-19 Civitan Planning Calendar

 

President Training Manual

President-Elect Training Manual

Secretary Resources

 

President Training Manual

(pdf and doc)

President-Elect Training Manual

(pdf and doc)

Secretary Resources

Secretary Training Manual (pdf and doc) Board Meeting Roll Call (pdf and doc)
US Secretary Certification Test (link to online test) Regular Meeting Roll Call (pdf and doc)
Canada Secretary Certification Test (link to online test) US Member Add Form (pdf and doc)
Club Officer Report Form (pdf and doc) Canada Member Add Form (pdf and doc)
District Officer Report Form (pdf and doc) Delete / Change Address Form (pdf and doc)

Treasurer Resources

US Treasurer Training Manual (pdf and doc)
US Treasurer Certification Test (link to online test)
IRS filing information (link to IRS Filing info page)
Canadian Treasurer Training Manual (pdf and doc)
Filing forms for Canadian Clubs (pdf)
Canadian Treasurer Certification Test (link to online test)

Lieutenant Governor / Area Director Resources

Lt. Gov / Area Director Training Manual (pdf and doc)
Semi-Annual Director Report Form (pdf and doc)
Year-End Conference Report Form (pdf and doc)
Guide to Being an Effective Board Member (pdf)

News & Highlights