Quarterly Financial Reporting

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Presentation transcript:

Quarterly Financial Reporting Good Morning

Overview Manuals and Guides Completing AFSA Form 700-5 Submission Process/Timeline Accessing Resources on the Member Site AFSA “Checklist” for Chapters HQ Contacts Summary

Manuals/Guides AFSAM 100-1 AFSAM 100-2 AFSAM 100-4 AFSA “Checklist” for Chapters (Presidents) AFSA Form 700-5 (July 2013)

AFSA Form 700-5 President/Treasurer Info

AFSA Form 700-5 Section 1: Chapter Activities/Visits After you click “Add Comments”

AFSA Form 700-5 Section 2: Americanism Activities/Projects

AFSA Form 700-5 Section 3: Membership Activities Note: Add comment functions work same as Chapter Activities/Visits

AFSA Form 700-5 Section 4: Legislative Activities Note: Add comment functions work same as Chapter Activities/Visits

AFSA Form 700-5 Section 5: Fundraising Activities

AFSA Form 700-5 Section 6: Additional Remarks/Comments Note: Add comment functions work same as Chapter Activities/Visits

AFSA Form 700-5 Section 7: Income – List Gross

AFSA Form 700-5 Section 8: Expenses

AFSA Form 700-5 Section 9: Fund Balance Fund and bank balance MUST be “0”

AFSA Form 700-5 Section 10: Accounts, Cash and Certification

Submission Process Chapters submit AAF Reports to the Division Division submit: Chapter AAF Reports to mfsvc@hqafsa.org Division AAF Reports to the IP International President submits Division AAF reports to mfsvc@hqafsa.org

Accessing Resources Go to AFSA Homepage: www.hqafsa.org Log on to AFSA Member Site—see below:

Accessing Resources Once signed in, click on the “Resources” tab

Accessing Resources Click the “Manuals” link to find a list of resources available for leading the organization

Accessing Resources Necessary AFSA documents

The “Checklist” (Chapters)

HQ Contacts Member and Field Service: 301-899-3500, X288 mfsvc@hqafsa.org Accounting and Finance: 301-899-3500, X248 finance2@hqafsa.org Site Issue: 301-899-3500, X243 fkillebrew@hqafsa.org http://www.hqafsa.org/technical-issues.html

Summary Manuals and Guides Completing AFSA Form 700-5 Submission Process/Timeline Accessing Resources on the Member Site AFSA “Checklist” for Chapters