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You are here: Home / 2020-2021 Webinars / 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

Agenda

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
[email protected]
Deanna ArthurMembership

Deanna Arthur

AAUW California Board Director for Membership
[email protected]
Special Projects Fund (SPF)

Sue Cochran

President of AAUW California Special Projects Fund, Past President of AAUW California
[email protected]

 

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Filed Under: 2020-2021 Webinars, How to Be a Branch Treasurer

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