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. 

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, click here
All Voting Directors & Officers of the Chapter: 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. 

To complete this information and certify the region forms via the Cvent survey, click here

Region Annual Financial Review and Guidelines

Region Authorization for Inclusion Form 990 

Region Certification of Organization – No Ed Foundation 

Region Practice of Operating Policies 

Policy Certification Requirements

Conflict of Interest Policy and Resolution Certification 

Record Retention and Destruction Policy Statement 

Whistleblower Policy Statement 

Additional Resources

Treasurer Quick Reference Guide

Financial Tax and Insurance Management Guide – 2022-23

Travel and Entertainment Expense Guidelines

Certificate of Insurance Request

IRS Form 1099-NEC Instructions

For assistance or inquiries, email the Volunteer Experience Team