Sunday, April 27

4:00-5:30 p.m.

Treasurers Learning Lab: Intro to the Chapter Treasurer’s Job

The chapter treasurer interacts with nearly every area of a chapter’s operation affecting educational programming, membership, and strategic planning. This session outlines the responsibilities of the treasurer and will provide you with background on chapter not-for-profit accounting, financial reporting, financial policies, federal tax reporting, internal controls, and management oversight. You will also learn about recent updates to the Federal IRS Form 990, its focus on governance policies, and the implications on HFMA not-for-profit chapters.

Monday, April 28

10:00-10:45 a.m.

Treasurers Learning Lab: Using QuickBooks® Online to Manage Your Chapter's Finances - Session 1 (Limited seating available. Choose Session 1 or Session 2) (includes lunch from 11:00-11:30 a.m.)

This hands-on session will take you through the chapter QuickBooks Online accounting software and how it should be used to record your chapter's accounting transactions, build and maintain financial statements, improve your chapter’s budgeting process, and capture your Federal IRS Form 990 annual tax reporting requirements.

11:00-11:30 a.m.

Treasurers - Lunch

Lunch will be served for all Treasurers following QuickBooks® Online Session 1

11:45 a.m.-12:30 p.m.

Treasurers Learning Lab: Using QuickBooks® Online to Manage Your Chapter's Finances - Session 2 (Limited seating available. Choose Session 1 or Session 2) (includes lunch from 11:00-11:30 a.m.)

This hands-on session will take you through the chapter QuickBooks Online accounting software and how it should be used to record your chapter's accounting transactions, build and maintain financial statements, improve your chapter’s budgeting process, and capture your Federal IRS Form 990 annual tax reporting requirements.

1:00-2:30 p.m.

Treasurers Learning Lab: Chapter Treasurers’ Roundtable

Join us for a discussion of the resources HFMA provides for chapter treasurers and share useful tips and common concerns relative to the treasurer’s role. You will also have an opportunity to revisit questions you may have concerning chapter treasurer responsibilities and chapter QuickBooks Online accounting software.