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You are here: Home / How to Be a Branch Treasurer / A Roadmap for Branch Financial Management: All Your Questions Answered

A Roadmap for Branch Financial Management: All Your Questions Answered

May 7, 2020

143 branch members and leaders representing 60% of branches joined this webinar on May 19th to gain valuable information about branch financial management.

 

Download the presentation
Download the reference document
Download the questions and answers

The workshop covered a broad range of finance-related topics useful for branch finance officers and other current or potential leaders such as:

  • Keeping track of income and expenses, what tool to use, budgets, and reviews
  • Taxes and insurance
  • Special Projects Fund and fundraising for Tech Trek, branch projects and scholarships
  • Membership types, dues collection with MPP, payment of dues to State and National, dual membership payments

 You will learn from panelists how other branches handle a variety of finance issues, and take solutions back to your branches. You will also receive valuable references to relevant material and contact information for future interactions.

For additional information contact:

Roli Wendorf Accounting, Taxes and Insurance

Roli Wendorf

AAUW California CFO
cfo@aauw-ca.org
Deanna ArthurMembership

Deanna Arthur

AAUW California Board Director for Membership
membership@aauw-ca.org
Special Projects Fund (SPF)

Sue Cochran

President of AAUW California Special Projects Fund, Past President of AAUW California
spf-ca.president@aauw.net

 

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Filed Under: How to Be a Branch Treasurer Tagged With: "Budget, Donations, Dues, Fundraising, Insurance, Taxes, Treasurer

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