- Access Chapter Reports and Rosters – Chapter officers can add/change/update their officers and can access rosters, reports, and labels at any time
- 501(c)6 Information (PDF) – What it is and what it means to you
- Direct Deposits and Online Dues Reports (PDF) – Specific information regarding direct deposits and online dues reports
- Direct Deposit Form (Word Doc)< – Fill this out if you change banks, accounts, or signatures
- Document Retention Schedule (PDF) – What documents you need to keep and for how long
- Protecting Your Finances (PDF) – Two real-life scenarios to help you protect and manage your Chapter finances
- Sample Chapter Budget (Excel XLS) – Sample budget for your Chapter, in Excel format
- Sample Monthly Chapter Financial Report (Word Doc) – Sample financial report, in Word format
- Sample Monthly Chapter Financial Report (PDF) – Sample financial report, in PDF format
- W-9 Information (PDF) – What you need to give your industry partners when they give you funding or gifts
Chapter Checking Account
It is very important that there be at least two signatures on the Chapter accounts – one signature is the treasurer and the other should be an officer, normally the president. This allows access to the account by two people, along with two people able to sign the checks. Also, best practices recommends that the treasurer AND the president receive the financial statements from the bank.
Chapter Financial Report
According to the 2017 Chapter Accountability Standards, each Chapter must submit a current bank statement and budget to AORN. There are samples of each of these above. If you have any questions, contact AORN Experience Services at (800) 755-2676.