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Insights for chapter leaders

Practical guides on chapter finance, compliance, and operations from people who have been in your shoes.

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FinanceComing Soon

How to Run a Transparent Chapter Budget

A step-by-step guide to building a budget your entire chapter can understand and trust. Covers categorization, reporting cadence, and member communication.

6 min readComing Soon
ComplianceComing Soon

501(c)(7) Compliance: What Every Treasurer Needs to Know

The IRS rules around social clubs are tricky. Here is what your chapter needs to file, when, and what happens if you miss the deadline.

8 min readComing Soon
OperationsComing Soon

Digital Dues Collection: Why Chapters Are Ditching Venmo

Venmo works for splitting pizza. It does not work for tracking $50K in annual dues across 80 members. Here is why chapters are making the switch.

5 min readComing Soon
LeadershipComing Soon

The Treasurer Transition Playbook

Every spring, chapters lose institutional knowledge when officers rotate. This playbook ensures your successor hits the ground running on day one.

7 min readComing Soon
EventsComing Soon

Event Budgeting That Actually Works

From formals to philanthropy events, learn how to build budgets that account for real costs, collect the right deposits, and close the books cleanly.

5 min readComing Soon
InsuranceComing Soon

Insurance and Risk: A Chapter Finance Perspective

Liability insurance, property coverage, and event policies. What your chapter needs, what it costs, and how to file claims without headaches.

6 min readComing Soon