Merchandise Details

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#7300 A Great Meeting Needs A Great Treasurer
Member Price$39.00
Non-Member Price$39.00
Merchandise Description

A Great Meeting Needs a Great Treasurer is for all of the treasurers who work into the wee hours to keep their associations and clubs in perfect balance. Whether using an abacus, stones, a calculator, or fingers and toes, the job is all about being able to answer basic questions about the finances of the association. Two different types of treasurers are identified: the fiduciary treasurer who interacts with professional staff, and the practicing treasurer, who performs the financial tasks for the organization.

Tabbed sections include:

  • How to be a Great Treasurer

  • Tasks and Responsibilities

  • Making the Transition

  • Basic Records

  • The Paper Trail

  • Financial Reports

  • Budgets

  • Audits 

  • Forms and Templates

Included in the forms and templates section are a sample invoice, receipt, reimbursement form, chart of accounts, monthly report, balance sheet, profit and loss report, project report, and financial policies.