Finance Committee

Shantel Rodriguez
Secretary/Treasurer
West Coast University
Los Angeles, CA
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Secretaries Seasonal Memos​
Treasurers Seasonal Memos​

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).

Shantel Rodriguez, Secretary-Treasurer and Chair,
​Finance Committee Fall Memo

Hello everyone and welcome back to the school year! Though COVID-19 have impacted our daily lives in in so many ways, I hope you are ready for the familiar challenges of the school year! I’d like to extend a special congratulations to all newly elected or appointed treasurers!
 
The beginning of the school year is such an exciting time. Some of you are new to your nursing programs and some of you may be wrapping up your formal education. With all the changes this year has brought, I hope you have stayed in touch with your local student nursing associations. They have been hard at work learning and growing with the new times we are in. 
 
For my treasurers out there, early planning for the year’s activities in your chapters will set the stage and motivate your chapter towards a productive year. As you plan your activities for the year, know that it is completely normal to feel a little nervous or uneasy. But remember that growth can only truly happen when you step outside of your comfort zone. Just know that I and the rest of the Board of Directors are here to help you! Feel free to peruse the resources on the NSNA website, particularly the treasurer’s handbook and non-profit status and tax information.
 
A few things to bring to your attention…

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2021-2022 Secretary/Treasurer, Shantel Rodriguez, speaks on the "Role of the Secretary and Treasurer, The Devil is in the Details"

NSNA 2021-2022 Secretary/Treasurer, Shantel Rodriguez, speaks on the role of the secretary and treasurer during the 2021 NSNA Leadership U Summer Summit.

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.

2020 NSNA Leadership U Virtual Treasurers Certificate Program
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, bank reconciliation, 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.

Speaker: Stacie Kinsey, NSNA Secretary/Treasurer, Chair, Finance Committee
Resource Person: Dev Persaud, MA, Director of Finance and Administration

Additional Finance Committee Resources
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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.