Fwd: HOU DA 32218 FRI Recovery Group: 2024 Treasurer Transition



---------- Forwarded message ---------
From: Sarah Ortiz <sarahfortiz@gmail.com>
Date: Wed, Jul 31, 2024 at 6:27 PM
Subject: HOU DA 32218 FRI Recovery Group: 2024 Treasurer Transition
To: HOU DA FRI Recovery Group <houstonda32218@gmail.com>, Marquita
Tarpley <marquitatarpley@gmail.com>

Please keep this note for group records

Greetings
Treasurer transitions happen periodically and we want ours to be as
smooth and professional as possible. We all know that a smooth
succession to a new treasurer benefits everyone in the group and that
seamless changes can save a lot of time and hassle. Chris S has closed
out as treasurer for DA HOU 32218 Friday Recovery Group. He has
transferred all group funds, $162.08, to a new bank account and
forwarded all group files. The new bank is SoFi and treasury files
were sent directly to the email address of Sarah O. These
action items need to be approved by the group conscious. They are
being put in place for operational purposes but can and will be
removed at the group's direction.

Action Items:
Bank Account Information and access will be shared with the group chair
Group treasury files will be stored in the group's G:Drive
The copy of Sarah O's photo ID is to be deleted from all
group files when her term is completed.

Thank you for your time and I welcome your thoughts

Sarah O

---------- Forwarded message ---------
From: Sarah O
Date: Wed, Jul 31, 2024 at 12:10 PM
Subject: Re: Money Transfer Notification from CHRIS S
To: Chris S

Thank you!

- Sarah

On Tue, Jul 30, 2024 at 8:52 PM <myfrostconfirmation@frostbank.com> wrote:
>
>
> A customer at Frost asked us to notify you about the following transfer of money they scheduled online:
>
> From: CHRIS S
> Transfer Amount: $162.08
> Transfer Date: 07/31/2024
>
> Message from our customer: Here is the money from the treasury.
>
> Transfers to other financial institutions are completed in 2 - 3 business days.
>
> Please do not reply to this email. It was sent to you by Frost on behalf of our customer.
> If you have questions about the information contained in this email, please contact the individual or business who asked us to deliver it to you.




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