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ARMA International

These files should serve as templates, samples, or guides for creating your own customized chapter materials. Be sure you’re not using these materials strictly "as-is”. You should be able to customize these materials using your own chapter information. Each ARMA chapter has a unique set of strategies and initiatives you should consider for customizing these templates. We hope these resources generate ideas and can provide a benchmark against other chapters.

The downloads you see below are a combination of templates and helpful advice that you can put to use immediately. They’re ranked “Olympic style” – so that chapters at the middle-level are doing the things in the Bronze category. Chapters that are a little more advanced tend to also do the things in the Silver level. The top chapters at ARMA usually accomplish the elements of the Gold level. And don’t forget – if you have a useful tool, submit it so you can help other chapters!



Job Description – Treasurer

Chapter Standard Accounting List

990 Chapter-Region Form

Sample Account Statement

Sample Balance Sheet

Sample Treasurer's Report

Sample Annual
Treasurer's Report

Group 990 Financial Instruction Letter



Meeting Billing Letter



Seminar Budget Guidelines

Financial Planning Presentation

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