Chapter Operations e-Handbook

Treasurer Resources

The following resources are to aid a chapter Treasurer in keep the chapter in sound financial shape.

Suggested Safe Guards

  1. Require two signatures on all checks. 
  2. Require supporting information from your treasurer to support all financial reports. Attach copies of supporting bank statements, etc., that validate the numbers reported. 
  3. Require more than one individual to regularly review bank statements. 
  4. Require more than one individual to have access to online bank and financial information. 
  5. Use extreme caution if your chapter has a credit or debit card. If you do have one, be sure that numbers 2, 3, and 4 above are in place.

Financial Review

It is encouraged that the chapter due a financial review each year after the close of the fiscal year.  See the information on the Financial Review Committee located in the Committee section of this site.