Tag
financial management
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Members onlyOperationsTemplateOver 5 years old
Director of Finance and Administration
A job description from the National Athletic Trainers' Association (NATA) for a director of finance and administration who…
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Members onlyExecutive LeadershipTemplateOver 5 years old
Chief Financial Officer
A job description from Sigma Theta Tau International for a chief financial officer responsible for fiscal planning, financial…
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Members onlyOperationsTemplateOver 5 years old
Membership and Finance Director
A job description from APGA for a membership and finance director, covering financial recordkeeping and compliance, support to…
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Members onlyOperationsTemplateOver 5 years old
Controller
A job description from the American Bus Association (ABA) for a controller responsible for budgeting, financial reporting, investments,…
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Members onlyExecutive LeadershipTemplateOver 5 years old
Chief Financial Officer
A job description for a chief financial officer responsible for financial policies, accounting systems, budgets, reporting, tax returns,…
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Members onlyOperationsTemplateOver 5 years old
Sample Planned Spending Spreadsheet
A blank planned spending worksheet for tracking projects by status, prior-year actual spending, current-year budget, and year-to-date actuals.…
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Members onlyGovernanceTemplateOver 5 years old
Reserve Policy
A reserve policy that defines association reserves, explains their primary purpose as protection against unexpected events and a…
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Members onlyOrganizational StrategyTemplateOver 5 years old
Tate & Tryon CPAs and Consultants – Executive Summary for a Fiscal Year Budget
An executive summary of a proposed fiscal-year budget, prepared with the accounting firm Tate & Tryon, that explains…
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Members onlyOperationsTemplateOver 5 years old
Tate & Tryon CPAs and Consultants – Executive Summary of a Proposed FY Budget
An executive summary of a proposed fiscal-year budget, prepared with the accounting firm Tate & Tryon, that outlines…
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Members onlyOrganizational StrategyTemplateOver 5 years old
ANLA Reserve Policy
A reserve policy from ANLA that defines reserves, sets an annual budgeted contribution, lists acceptable purposes for using…
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Members onlyOperationsTemplateOver 5 years old
Sample Professional Association Investment Policy
A sample investment policy for a professional association that sets goals for safety, liquidity, and return, and defines…
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Members onlyOperationsTemplateOver 5 years old
Investment and Reserve Policy – AGC
An investment and reserve policy from an AGC chapter setting the fiscal year, the purposes of the chapter's…
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Members onlyGovernanceTemplateOver 5 years old
ELA Investment Policy Statement
An investment policy statement from the Equipment Leasing Association of America (ELA) setting responsibilities, objectives, allowable investments, diversification,…
