Finance & Insurance

Chapters and Associated Chapters that utilize resources to structure their financial management, systems, and operations are much more likely to prosper. Similar to small businesses, chapters have expenses, income, and stakeholders that are paying for a service. To support our chapter’s ability to provide a structured budget, answer memberships questions about billing, and to ensure our membership experience is meeting our standard, we have attached several resources for leaders to use in their Chapter’s financial management.

This page is designed to help simplify chapter finances for treasurers and alumnus finance advisors to answer questions or provide resources that may help guide your chapter’s finances.

Please consider the above information guidelines and recommendations. Note, however, these are not directives. Each organization is a separate legal entity, independently operated, and ultimately responsible for making the decisions which it believes are in its best interest.