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Treasurer

This officer resource page curates the many General Fraternity resources pertinent to your position to provide an overview of available tools. It is recommended you take time to review the resources below to familiarize yourself with relevant expectations, guides, and resources.

Manual Law and Risk Reduction Financial Management Chapter Budgeting
Pursuit of Excellence Officer Transitions Best Practices Library  

Manual

Office of Treasurer Manual 

The Treasurer's Manual has been written as a user guide for the position. Officers are encouraged to review the introduction for an explanation of the manual and how it is organized. Officers should then conduct the included self-assessment of competencies for the position; and then spend time reviewing the areas they're not familiar with, have questions about, or are looking for best practices.

Important Due Dates UPDATED for Fall 2023

This quick reference sheet covers the regular paperwork and billings chapters need to submit to the General Fraternity. Major events are also included.

Law and Risk Reduction

The Law of Sigma Nu Fraternity, Inc.

The Law is the Fraternity's constitution. It sets membership requirements, standards of conduct, and the framework for the operation of all entities of the Fraternity, including collegiate chapters. The Law also includes the Trial Code - a set of due process rules and procedures for disciplining initiated members.

Risk Reduction Policy

Along with The Law of Sigma Nu Fraternity, Inc., the Risk Reduction Policy provides our constituents with specific policies on areas such as the education of initiates and candidates, activities of the chapter, premises of the chapter, and hazing.

Risk Reduction Resources

These resources focus on assisting the chapter as a whole through education and accountability. Take a moment to look through these resources and consider how they could positively impact your chapter.

Anti-Discrimination Policy of Sigma Nu Fraternity

As adopted by the 67th Grand Chapter (2016, San Diego, California)

No member of Sigma Nu Fraternity shall discriminate, with respect to fraternal decisions, on the basis of race, religion, creed, sexual orientation, disability, age, and/or national origin.

Financial Management

Pay Headquarters Webpage

This link takes you to the dedicated section of the Fraternity's website to complete payments to the General Fraternity. Chapters and members can pay for Candidate, Initiate, or Other fees here.  

Cash Management Tool

An advanced and comprehensive tool that will help a chapter not only establish its budget but also track and manage its realized revenue and expenses.

Federal Tax and Form 990 Filing Guide 

An in-depth overview and set of instructions for guiding chapters through the Form 990 and federal tax filing process. This guide includes the information chapters need to know to successfully file each year.

Sample Payment Plan Agreement 

This sample payment plan agreement establishes a formal understanding between a brother and chapter regarding money owed to the chapter.

Chapter Budgeting

Chapter Officer Budget Request

A standardized tool to help chapter officers develop a budget and request funding for a specific area of operations.

Chapter Budget Template – Semester

A basic budgeting tool for chapters that includes embedded features and automatic calculations. Use this template if your host institution is on a semester system.

Chapter Budget Template – Quarter

A basic budgeting tool for chapters that includes embedded features and automatic calculations. Use this template if your host institution is on a quarter system.

Chapter Budget Template - Instructions 

A set of instructions for utilizing either of the two budget templates above.

Pursuit of Excellence Program

Pursuit of Excellence Evaluation Guidelines

As Treasurer, your role is most pertinent to the Chapter Operations subcategory within the Pursuit of Excellence Program. This is a list of criteria for each operational area measured by the program.

Chapter Operations Action Plan

This resource facilitates strategic planning within the operational subcategory of Chapter Operations (as defined by the Pursuit of Excellence Program). This action plan instructs the Treasurer and his committee on how to establish expectations, tasks, goals, and strategies relevant to the fiduciary responsibilities of the chapter. 

Officer Transitions

Officer Transition Resources

Compilation of resources to assist collegiate chapters with elections and officer transitions.

Officer Transition Checklist 

Outgoing officers should use this checklist so they know what to prepare and provide for their successors.

Officer Binder Checklist

This checklist will guide new or outgoing officers on the preparation of the Officer Binder/Notebook, an important resource for the officer transition process.

New Officer Goal Setting

This resource should help new officers hit the ground running and aid them in establishing their goals and acquiring the necessary resources to be successful during their term.

The Art of Delegating

Introductory strategies for sharing the workload, empowering others, and getting things done.

Best Practices Library

Best Practices Library

This library includes activities, programs, processes, and practices that result in or lead to excellent performance. Practices were collected from Sigma Nu chapters across North America of every size, institutional type, and region of the country. The best ideas and practices that could and should be replicated by other chapters are found here.

The library allows users to sort through ideas, examples, and templates. Best practices are sorted by area of operations (as defined by the Pursuit of Excellence Program) and subcategorized by type (e.g., accountability ideas, events, finances).

© 2015-2022 Sigma Nu Fraternity, Inc.
9 North Lewis Street, P.O. Box 1869, Lexington, Virginia 24450
Phone: (540) 463-1869 | Fax: (540) 463-1669 | Email: headquarters@sigmanu.org

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