Finance

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Financial Documents

Budgeting

Cash vs Accrual Accounting Tips (15 KB)

GAAP Generally Accepted Accounting Practices (18 KB)

Budget vs Actual Template (53 KB)

MPI Chapter Cash Flow Analysis Tool (25 KB)

Reserve Fund Guidelines - January 2024 (279 KB)

Reserve Fund Resolution Template (34 KB)

Year End Financial Statements (73 KB)

Chapter Financial Platform

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Quickbooks Online Video Tutorials

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Quickbooks Online Test Drive Environment

Closing your books with QuickBooks Online - Month End (106 KB)

Financial Platform FAQ (809 KB)

MPI Common Chart of Accounts (24 KB)

Finance & Sponsorship

Accrual Accounting (20 KB)

Auction Donation Form Template (32 KB)

Reimbursement of Expenses (56 KB)

Sample of Sponsorship Tracking Tool (538 KB)

US CHAPTERS ONLY - ACH Vendor Payment Form 2024 (248 KB)

Insurance

Certificate of Insurance Request Form (39 KB)

Chapter Insurance Summary (139 KB)

Insurance Contact for Chapters (331 KB)