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, 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