Finance Operations

Understand the requirements and responsibilities for managing your chapter’s finances.

Treasurer Training Videos

This library of training videos will help you in your role as chapter or regional treasurer. The videos are broken out by general topic (QuickBooks® and Treasurer Operations) and then sub-topics within each section. For your information, HFMA staff and contact information is also provided in the HFMA Resources section.

Cvent Reporting: https://www.youtube.com/watch?v=DSGh14Xzvdc
How you can use Cvent in your role as Treasurer from Kristen Zebrowski, Hudson Valley NY Chapter
Questions regarding Cvent reporting or issues? Contact Cvent Ecommerce at [email protected]

Staff and contact information:

Perla Gallegos, Chapter Accounting
Steve Saldivar, Vice President, Chief Financial Officer
Email: [email protected]

Chapter Forms (forms are for reference only; certify via the Cvent survey)

Chapters must certify chapter documents via the Cvent survey.
PCI Compliance: Ensure your PCI compliance is completed annually for your merchant account. Do not allow it to expire!

Treasurers: To complete the information and certify the chapter forms via the Cvent survey, use the Cvent survey. Forms included in this survey are the Authorization for Inclusion, Certification of Organization_No Ed Foundation, and Practice of Operating Policies. Treasurers then need to upload applicable financial documents via this Chapter Financial Review Upload survey.

Chapter Treasurers in collaboration with the 2022-23 President will also need to complete the IRS 990 Tax Compliance Survey by August 1. Treasurers will need to complete the Conflict of Interest Form as well.

All Voting Directors & Officers of the Chapter (including Treasurers): To complete your Conflict of Interest Form via the Cvent survey, click here.

Chapter Annual Financial Review & Guidelines

Chapter Authorization for Inclusion Form 990

Chapter Certification of Organization – No Ed Foundation

Chapter Practice of Operating Policies

Region Forms (forms are for reference only; certify via the Cvent survey)

Regions must certify region documents via the Cvent survey.

Regional Treasurers should sign off on all forms via one Cvent survey (this is different than the chapter submission survey) and then submit the regional financial documents via this Regional Financial Review Upload survey.

Regional Treasurers in collaboration with the RE team will also need to complete the IRS 990 Tax Compliance Survey by August 1.

Region Annual Financial Review and Guidelines

Region Authorization for Inclusion Form 990

Region Certification of Organization – No Ed Foundation

Region Practice of Operating Policies