Treasurer-Elect

Frank Ortega, Ph.D.
Professor
Department of Sociology
Diablo Valley College
Pheasant Hill, CA

Frank J. Ortega earned his A.A. in Liberal Arts from De Anza College, a B.A. in History from San José State University, and his M.S./Ph.D. in Sociology from Texas A&M University, College Station. He is currently a Professor of Sociology at Diablo Valley College.

His research focuses on issues concerning race and racism in the U.S. and centers on the racialized experiences of Students of Color at the college level. Ortega is dedicated to working with at-promise youth and received the 2019, “Community Champions Award,” from Santa Clara County for establishing a tutoring program for Junior High and High School students. He lives in San José, California with his wife, daughter, and son.

He has been involved in NACCS since 2010 and served as the Chair of the Graduate Student Caucus (2014-2015) and Representative for the Northern California Foco (2016-2018)  I have served as primary organizer for two NCAL Foco regional conferences and I am an active member locally and during the annual conference.

As Treasurer-Elect I commit to upholding NACCS’ commitment to financial stability and transparency. I will uphold the term limits and governance obligations as outlined in the Association’s bylaws including all monetary business transactions, membership standing, and financial reports. I want to continue to support NACCS’ aim to advance the Chicana and Chicano community through academics and research by serving as treasurer.

TREASURER-ELECT

Term:  Three years

Duties:  During Treasurer Elect year will be trained in the use of fiscal data access to reports, developing records, and preparing fiscal reports to present to the board and the membership.  During this year will also learn about preparing Foco and Caucus directories and dues and member rebates reports and procedures for accessing funds.  After year one as Treasurer-Elect will become Treasurer.  As Treasurer will oversee financial reporting for NACCS. Prepares and present a report of fiscal standing to the board at the monthly meetings and develops necessary plans for fundraising and outreach to funding possibilities.  Prepares reports of membership and rebates to be distributed at annual meetings.  Works with Foco and Caucus Leadership to prepare documents to access funds.  Meets one time per year with executive director to prepare fiscal report of assets and liabilities.  In the position as Treasurer serves as signer for all Prepares membership reports and oversees annual fundraising activities.  Communicate with individuals regarding bad debt or outstanding payments in collaboration with Executive Director.  Chair fiscal or economic standing committee(s) and prepares reports for Board and to deliver to general membership.  Maintains records of payments to consultants. Works closely with Executive Director receiving all communications dealing with fiscal matters from members, conference registrants, and vendors.  With executive committee [Chair, Chair-Elect, Past-Chair, Secretary, Executive Director and Associate Director (as needed)] discusses actions pertinent to the fiscal well-being, maintenance and standing of non-profit standing, etc.

During the Treasurer-elect year this person does not vote on the board and does not attend the Midyear meeting.  However, there is one trip to meet and work with Treasurer and Executive Director for instruction and integration purposes. 

Attend monthly Conference Call meetings, ten months during the year.  Attend midyear meetings, serve on committees as designated, and attend and participate at Annual meeting.  During annual meeting participate in board meetings.  Participate in NACCS for Beginners and be the Lead in preparing the Leadership Orientation, and participate in the general business meeting.  During the annual meetings work with Executive Director as needed to develop on-site reports on registration revenue.  May hold office hours to assist Foco and Caucus leadership with questions regarding fiscal reporting policies and general organizational financial issues. Must be knowledgeable of fiscal reporting practices and demonstrated experience in preparation of asset and liability reports using excel.  Must have some organizational experience with accounts and non-profit organizational demands.  Must be knowledgeable of NACCS bylaws and procedures.