Sounds like maybe she is so 'forceful' that she took the books from her husband and its not that he 'gave' her the job at all!! You cant know the real story.
But in any event, I would tell him HE has the job and if HE cant or wont do it for whatever reason, YOU will assign it to someone else, and not HE.
I wouldn't wait until the meeting. I would call him and speak to him beforehand so that if there is a conflict and he chooses to step down (maybe he cannot handle the responsibility due to lack of time) it can be done before the meeting. Who knows, maybe she was actually doing the books for the other org. as well and he was just the front man.
since you do have firsthand knowledge of her conducting PTO business with your account, you have to make it clear that it is unacceptable. Make sure that he is not the only signer on the checks and that all items are clearly checked before any checks are signed by the co-signer. Although he may say he will do them himself, they still may have a tag-team effort going on at home.
If you had concerns about her you should not be surprised that she would have found some way to get involved. Also, If she was that much of a concern to the PTO, you should have stayed clear of the entire situation and have found someone else rather than risk her involvement.
Wow, this is a tough one. I guess, when the next meeting rolls around I would ask him point blank if he is having problems with handling the job and tell him that you understand from his wife that she is actually doing the books. See what he says and go from there. If he says he has found that he doesn't have time for the job, then I would request that he return the books and begin looking for another Treasurer. Just explain that your understanding and agreement was that he was the Treasurer and would be handling all of the group's financial needs and that you are uncomfortable with him just handing over the books to someone else without discussing it with the board.
Due to lack of volunteers, our PTO board last spring approached a father in the school to be our treasurer. He has done the job for other nonprofit org., and we felt he was an active member, had the appropriate background checks and would be an asset to the board. He ageed, and we turned over all of our books etc. at the end of the school year. Now here's the rub....His wife seems to be doing the books. She saw me in a local store and informed me that she is almost done updating and organizing our books but has some questions about expenses and checks written, why we use the bank we use, petty cash (we have no "cash" due to no real treasurer, so we wrote checks for everything and kept all receipts), All of the info she asked for has already been gone over with her husband, and I speak to him often regarding our funds and his opinions on how we could handle the books efficiently. He has never said his wife is doing the work for him, and she is not who we asked to help. All of our money is accounted for, and she isn't implying any wrong doing, our problem is she is not the treasurer or on the board. Am I being petty? I told her this was already discussed with her husband and if he had any questions or found paperwork unaccounted for to call me or one of the board members or wait until our monthly board meeting. The other board members said when his name came up as a possible candidate that they didn't want his wife taking over the position, she is very forceful and rubs many people the wrong way. Well, the school year is just begining and I see a mess coming.
