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You are here: Home / How to Be a Branch Treasurer / How to be a Branch Treasurer

How to be a Branch Treasurer

June 2, 2021

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

Roli Wendorf
Roli Wendorf: AAUW California
Chief Financial Officer

 

Roberta Schmalz: Citrus Heights-American River (CHAR), Past Treasurer
Kathy Ford: Beach Cities
Incoming Treasurer;
AAUW California
Chair Investment Committee
Christine Ritter: Danville-Alamo-Walnut Creek,
President and Past Treasurer
Barbara Spencer:
San Francisco
President and Past Treasurer

 

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Filed Under: How to Be a Branch Treasurer Tagged With: "Budget, Accounting, Quickbooks, Raffles

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