Treasurer Training Guide

As Treasurer, you manage the organization's finances, handling budgets, dues and expenses. You maintain financial records and provide reports to ensure transparency and accountability in all monetary transactions within the Chapter.

Estimated Time Commitment: 🕑 Short- up to 30 minutes a week.

What You Do:

• Create a budget
• Collect and submit dues and fees
• Report on the Chapter's finances 
   

How To Prepare:

• Work with the outgoing Treasurer to ensure a smooth transition using this worksheet 
   

Resources & Reference:

• Budget Worksheet
• Due Dates
• How to Deliver Treasurer Report 
   

Tools:

• View financial statement
• Submit Annual Budget Form  
   

Officer Support:

• Faculty Advisor, University Support
• Operations Advisor, Chapter Excellence Board
• Leadership Development Coordinator, National Staff
• Business Manager, National Staff