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Finance Chair (Chapter Officer Training)

Thank you for taking on the role of Finance Chair!

As Finance Chair, it is your mission to plan and maintain your Chapter’s financial path. This includes creating and maintaining the yearly budget, acting as financial advisor to the Board, and managing the Chapter's taxes and insurance.

It's an important role, and we want you to have all the tools and support you need to be successful.

In this course you’ll discover:

  • Your Role: What is a Finance Chair and what are your responsibilities?
  • Developing a Chapter Budget: What goes into building an effective budget?
  • Developing an Annual Plan: What is an annual plan and how can it help plan your year?
  • Managing the Chapter’s Finances: What should you plan for, and how do you keep good books?