Keep your Chapter Finances on Track

Finances are a critical part of any organization, so understanding how Alpha Kappa Psi manages its finances will help your chapter stay successful. This course provides training related to Alpha Kappa Psi's finances. Topics covered include understanding AKPsi's documents and fees structure, tips for financial management, how to collect and pay dues, as well as fundraising opportunities and ideas.

  • Outline the Fraternity's costs as it relates to dues, fees, and insurance
  • Discuss best practices for creating a financial strategy and financial management
  • Explain how to create a chapter budget
  • Review available resources to assist chapters with financial management
  • Discuss fundraising ideas and opportunities
  • Explain the chapter audit processes

Course curriculum

    1. Understanding Fraternity Costs

    2. Insurance and Claim Manual

    3. Insurance FAQs

    4. AKPsi Finances Knowledge Check

    1. Creating a Financial Strategy

    2. Creating a Chapter Budget

    3. Using a Chapter Debit Card

    4. How to Avoid Embezzlement

    5. Financial Management Knowledge Check

    1. Comparing Payment Processors

    2. Using the MyMembership Finance Admin Tool

    3. Member Payment Plan Template

    4. How to Pay an Invoice

    5. Collecting and Paying Fees Knowledge Check

    1. Creating a Fundraising Plan

    2. Revamp Your Fundraising

    3. Fundraising Campaigns

    4. Securing Corporate Sponsorships

    5. Fundraising Through the Foundation

    6. Successful Fundraising Examples

    7. Fundraising Knowledge Check

    1. Chapter Audits

    2. Internal Audits

    3. Financial Management Checklist

    4. External Audits

    5. Audit Knowledge Check

    1. Continue the Conversation

About this course

  • 27 lessons
  • around 5 hours