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Financial Management Resources

Financial Management Toolkit and Samples

A central truth of Board in a Box is: “Do not reinvent the wheel.” The following toolkit and samples enable chapters to draw on the collective financial knowledge and experience of the entire association.?

Financial Reporting Guidelines and Templates

To help chapters with financial reporting, the AMA Support Center has developed the following financial reporting guidelines and templates based upon a QuickBooks model:

Chapters are encouraged but not required to use these templates.  In addition to increasing the usefulness and consistency of financial information reported to the AMA, the template format is also helpful when filing the chapter’s tax return with the IRS.

Learn more: