Treasurer Pro Tips
Treasurers may change, but the job stays the same.
A "shorts" series with Cyndi Meuchel, serial volunteer and co-founder of MoneyMinder.
The things you wish someone had told you when you volunteered treasurer.
Every year, thousands of people say yes to a job they've never done before. Treasurer of the PTO, booster club, scout troop, HOA, Kiwanis, church group or youth sports organization. Nobody hands you a manual, the last person moved away, and the first bank statement shows up in three weeks.
Cyndi has been that person. She's volunteered as a treasurer, sat on boards, and spent decades listening to treasurers tell us where they got stuck. These are her answers — short, plain, and free. No login, no pitch. Just the things we wish someone had told us.
Each tip is 3 minutes or less, usually under 60 seconds.
Getting started
Banking
Budgets
Payments & Donations
Reports & Meetings
Taxes & Compliance
Got a question Cyndi hasn't answered?
Ask it here. It might just become the next tip.