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Leadership Role: Vice President of Finance (or Treasurer)

The vice president of finance:

  • manages the operational finances of the chapter

  • coordinates the budget and operational issues with other board members, as well as administrative services

  • assures that chapter operations are in compliance with ASTD's Chapter Operating Requirements (CORE)

View a sample chapter leadership position description for the vice president of finance

Chapter Leader Community (CLC) resources for the vice president of finance

Chapter support
Chapter Coach
National Advisors for Chapters (NAC)
Chapter Services Department

Chapter Operating Requirements (CORE)
Chapter Operating Requirements (CORE)
CORE Committee

Revenue sharing
Chapter Incentives Program (ChIP)
Chapter Partnership Program

Toolkits (below each toolkit is a list of included samples and templates)

Finance Toolkit

  • Budget Worksheet
  • Annual Budget
  • Budget Variance Report
  • Internal Review Program
  • Sample Letter from an ASTD Chapter Authorizing ASTD to Include it in the Group
  • Exemption Letter
  • Sample Letter to be Included in the ASTD Group Form 990 Filing