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Finance Committee


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Bernesha Pope
Secretary/Treasurer
University of Mississippi Medical Center
Jackson, MS
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What is the Role of the Finance Committee?

The finance committee's responsibility is to review and make recommendations to the Board on operating and capital budgets, review investment guidelines for Reserve Fund, and propose new products and services for the association (see NSNA Bylaws for more details).

Bernesha Pope Secretary/Treasurer and
​Chair, 
Finance Committee, Summer Memo

Greetings--

First, congratulations on being appointed to your position of leadership! I am honored and thrilled to serve as your NSNA Secretary-Treasurer, and I look forward to working with you. I also preside over the NSNA Finance Committee, working alongside committee members Lauren Lodico (President) and Kayla Honeysett (Vice-President). In May, I traveled to New York City for NSNA’s Finance Committee & Board meeting! The Finance Committee is diligently working at these meetings. We discussed the financial uncertainty of the year, ways for NSNA to decrease operating revenues, increase “old” revenues and create new revenues to counteract the losses experienced during 2022. NSNA’s low membership registration rates were also reviewed.

Summer is a great time for strategic thinking on how to overcome these financial difficulties. Together, we can brainstorm ways to get your local or state chapter viable again and pull the finances and records together before the busy time of the school year begins. I would also love to connect with you at our various events throughout the year!
​
My Goals for 2023-2024:
 
Goal # 1: Become and remain knowledgeable about the finances of​ NSNA and communicate them to the Finance Committee, the Board of Directors, and the membership.
 
The primary purpose of the Finance Committee is to be well-informed about the financial status and processes of NSNA and to advise the Board of Directors and the House of Delegates on all financial matters.  

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2023 Treasurer Certificate Leadership U Webinar

NSNA is delighted to present the NSNA’s Leadership University® Treasurers Certificate Program virtually allowing for hundreds of SNA treasurers, aspiring student Leaders, and nursing faculty to attend. Become familiar with the intricacies of financial reporting, the budgetary process, revenue and expenses, statement reporting, cash control procedures, IRS filing requirements, and NSNA policies. Attendees earn a Leadership University Certificate for competency in the role of Treasurer after completing an open-book exam based on the materials covered. All state treasurers, aspiring treasurers, state board members, school chapter leaders, faculty advisors and consultants may participate.

Speakers (Recorded and Live): Daniel Oluwarotimi, NSNA 2022/2023 Secretary/Treasurer; 
​
Dev Persaud, MA, Director of Finance and Administration

View Past Treasurer Certificate Leadership U Webinar Below:
Speaker: Stacie Kinsey, NSNA Secretary/Treasurer, Chair, Finance Committee
Resource Person: Dev Persaud, MA, Director of Finance and Administration

2021 Secretary's Workshop for State and School Chapters

This session provides an overview of record-keeping, drafting agendas, recording minutes, and communications. You will also learn about NSNA's requirements for submission of minutes.

Guidelines for Secretaries
Guidelines for Treasurers
Request A Field Visit
Getting the Pieces to Fit
Awards & Honors

Additional Finance Committee Resources
​

  • ACH Application
  • Board Fiduciary Responsibilities
  • Bonding Coverage
  • 2023 Business Book
  • Checklist for State Associations & School Chapters
  • Email Services Provided by NSNA
  • Fundraising Guidelines
  • Maintaining Official NSNA Constituent Status and Tax Exemption
  • Sample Meeting Agenda
  • School Chapters Basic Financial Accounting Template
  • State Association Minutes and Constituency Policies
  • State Dues Reimbursement Policy for State Board Transitions
  • Strategic Planning Guide for State Associations
Financial Accountability for State Associations and School Chapters

​Presented by Rebeka Rivera, NSNA's 2014-2015 Secretary/Treasurer, this 51 minute webinar discusses some of the skills needed to ensure compliance with finance rules and regulations.  Participants learned about IRS requirements, budgeting and financial reporting, internal control procedures, and a discussion on free or affordable software to assist you in managing and reporting on finances and accounting.

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  • About NSNA
    • Who We Are
    • NSNA President >
      • NSNA President Blog
    • Committees >
      • Breakthrough To Nursing Committee
      • Convention Planning Committee
      • Council of State Presidents
      • Ethics and Governance Committee
      • Finance Committee
      • Health Policy and Advocacy Committee
      • Image of Nursing Committee
      • Membership Committee
      • Population and Global Health Committee
    • Appointed Consultants
    • Nominating and Elections Committee >
      • How To Run For National Office
    • Resolutions Committee >
      • Resolutions by Year
    • Foundation of the NSNA
    • Press/Media
    • Advertise
    • NSNA/FNSNA Staff
    • Contact Us
  • Membership
    • Membership Services >
      • Join/Renew/Update Online
      • Print Replacement Card
      • Membership Brochure/Pamphlet
      • Membership Dues
      • NSNA Calendar
      • Membership Privacy Policy
      • NSNA Membership Gift Card
    • Leadership U Honor Society
    • Sustaining Membership
    • Membership Benefits
    • Partnership Program
    • Membership Recruitment Resources
    • Association & Chapter Resources
    • Membership Reports
    • NSNA Program Awards/Honors
    • NSNA Membership Gift Card
  • Meetings
    • NSNA Annual Convention
    • NSNA MidYear Conference
    • NSNA Leadership Conference
    • Other Meetings and Recordings
  • Faculty
    • Faculty Forum Recordings
    • Testimonials
    • Faculty Fundamentals
    • Faculty Certificate Program
    • Blog
  • Career Center
    • Online Education
    • NCLEX-RN Resources
    • Prospective Nursing Student Resource Guide
    • Career Planning Guides
    • Hospitals
    • Schools of Nursing >
      • Featured Nursing Schools
      • NSNA Stellar Schools
  • Publications
    • NSNA Calendar
    • Imprint >
      • Imprint Archive >
        • Career Planning Guides
      • Get Published in Imprint
      • Imprint FAQs
    • Dean's Notes
    • Getting the Pieces to Fit
    • Guidelines for Planning
    • NSNA Code of Ethics
    • NSNA Program Awards & Honors
    • Resolutions >
      • Resolutions by Year
  • NSNA Store