How to be a Branch Treasurer

The webinar is aimed at incoming branch treasurers. Seasoned treasurers/finance officers, presidents, membership chairs, Funds chairs, project leaders, and other board members will also benefit from the discussion. Finance touches everything, and the entire board shares responsibility for branch finances.

Presentation Materials

• Branch Treasurer’s Accounting Guide – Excel File
• Branch Treasurer’s Accounting Guide – PDF
• Sample Chart of Accounts for QuickBooks
• Webinar Q&A document
• CT-TR-1 Example
• Finance Reporting Template
• Expense Reimbursement Example – Word File
• Expense Reimbursement Example – PDF

Presenters