1. Account-­‐
Ability
Managing
the
Business
of
Your
Student
Organiza;ons
in
a
Fiscally
Responsible
Manner
Presented
by
UNH
Student
Ac;vity
Fee
Officers
ABBY
MARTINEN,
CHRISTOPHER
MORELLI,
and
SAFC
Finance
Coach
JULIE
PERRON;
Office
of
the
Memorial
Union
&
Student
Ac;vi;es

2. • Lack
of
financial
management
&
fiscal
planning
skills
• Increase
in
students
who
manage
own
finances
www.moneyma)ersoncampus.org
©
SAFC-­‐UNH
2015

3. “Risky
Behaviors”
• Increased
personal
debt
• Late
payment
histories
• Less
Likely
to:
– Follow
a
Budget
– Pay
Bills
on
Time
– Review
Bills
for
Mistakes
www.moneyma)ersoncampus.org
©
SAFC-­‐UNH
2015

4. Personal
Banking
vs.
University
Accounts
• No
“instant
balance”
(pooled
funds,
shared
accoun;ng)
• Audit
Trails
–
need
more
detailed
info
(esp.
food,
travel)
• Hiring
vendor
protocols
©
SAFC-­‐UNH
2015

5. Educa;ng
Org
Officers…
©
SAFC-­‐UNH
2015

6. 3
Simple
Steps…
• Be
ORGANIZED
• Keep
RECORDS
• TRAIN
the
next
officer
before
you
leave!
©
SAFC-­‐UNH
2015

7. ORGANIZATION
• Org
Business:
Same
;me,
each
week!!
(common
exam,
one
afernoon
;meslot,
Sunday
eve…
etc.)
• Binder
or
*Drive
Spot
(Wildcat
Link)
hips://wildcatlink.unh.edu/
• Folders/Budgets/Records
for
every
Event
• Copy
common
forms
AHEAD
of
your
events!
©
SAFC-­‐UNH
2015

8. RECORD
KEEPING
• SPREADSHEET!!
Deposits
&
expenses
• Monthly
Ins;tu;onal
Reports
–
used
to
RECONCILE,
not
to
tell
you
what
you
have
at
any
given
moment!!!
• Calendar!
What
is
due
when?
Did
you
collect
funds
on
;me
to
pay
what’s
due?
• Ending
Balance-­‐
be
sure
to
LEAVE
ONE-­‐
or
a
good
es;mate,
before
you
leave
school
or
your
current
posi;on.
©
SAFC-­‐UNH
2015

9. ACTIVITY
Brainstorming
an
Upcoming
Event:
Performers/Vendors-­‐
tax
info,
contracts,
accommoda;ons,
“no-­‐no’s!”
Space
Needs
–
fire
code,
hours
of
opera;on,
late
fees,
cleanup
expecta;ons
Niiy
Griiy
–
food,
supplies,
decora;ons
Addi;onal
Support
–
AV,
police
coverage
©
SAFC-­‐UNH
2015

10. TRAIN
~
TRAIN
~TRAIN!
• Orgs
die
off
because
people
graduate
and
leave
NO
TRAIL!!
• DELEGATE
tasks
this
year
to
underclassmen
likely
to
take
your
place!
• Keep
records
in
an
accessible
spot.
• DEBRIEF
afer
events
and
talk
about
what
to
do
for
next
year!
©
SAFC-­‐UNH
2015

11. RESOURCE
PAGES
Your
Student
Ac;vi;es
financial
office
should
make
info
EASY
to
access
at
ALL
HOURS!
hip://unhmub.com/involvement-­‐leadership/
student-­‐ac;vity-­‐fee-­‐office
hips://wildcatlink.unh.edu/organiza;on/safc/
documentlibrary
©
SAFC-­‐UNH
2015

12. QUESTIONS?
•
Abby
Mar;nen
–
Student
Ac;vity
Fee
Chairperson;
SAFC.Chair@unh.edu
• Chris
Morelli
–
Student
Ac;vity
Fee
Chief
Financial
Officer;
SAF.CFO2@unh.edu
• Julie
Perron
–
Student
Ac;vity
Fee
Financial
Consultant;
julie.perron@unh.edu
hip://unhmub.com/involvement-­‐leadership/student-­‐
ac;vity-­‐fee-­‐office/safc-­‐execu;ve-­‐commiiee
©
SAFC-­‐UNH
2015