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Home : Chapter Information : Tools & Resources : Treasurer and Finance Chair Orientation

Treasurer/Finance Chair Orientation

This page contains resources to help chapter leaders transition into the role of the treasurer or finance committee chair. Resources from STTI are linked within the page. The items that are not linked may be chapter-specific resources that should be provided by your chapter.

STTI Resources

 

Chapter Resources

 

Position Specific Resources

  • Last seven years of financial information
    • Copies of the Internal Revenue Service 990 filed (US Chapters only
    • Bank Statement
    • Ledgers/software chapter is using with record
    • Budgets
    • If the financial historical data is stored off-site information regarding location and how to acquire records
    • Investment portfolio
  • Overview of cash flow in and out
    • Chart of Accounts
    • Chapter Check
    • Donation
    • Expenses
    • Cost to send delegate(s) to Biennial Convention
    • Cost to send chapter leader to Leadership Summit
  • Information about the chapter's bank account
    • Location of bank, hours, etc.
    • Instructions for changing signatories on the account(s)
  • Contact information for non-chapter partners
    • Certified public accountant
    • Internal Revenue Service (US Chapters only)
    • Investment firm (if applicable)
  • Information about Insurance
    • Chapter Liability Insurance
    • Directors and Officers Insurance
    • Crime Shield Insurance
  • Other Items:
    • Job Description
    • Last two years of chapter annual report
    • Chapter Template - financial statement for board meeting
    • Chapter Template - financial statement provided to membership at general business meeting
    • Contact information for outgoing treasurer
    • State of the Chapter provided by the outgoing treasurer
 
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