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
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
For assistance or inquiries, email the Volunteer Experience Team.