Getting Started
This website, created and maintained by the International Union, has many of the needed resources for Treasurers.
Financial Standards Training
This training is offered several times a year by the International Union. Sign up to be notified of upcoming virtual or in-person dates!
Get the Latest Alerts
Make sure we have the most up-to-date contact information for you, so you can stay informed on all the latest news!
The Basics
AFSCME Treasurer 101
Download the 4 page quick-start guide for a short overview.
Where to Go
Where to go for answers to common questions.
Compliance Calendar
Download or subscribe to the Compliance Calendar to stay on top of deadlines and dates.
Forms
Surety Bond
Learn about filing the Surety Bond form, due annually on March 1st.
LUAFR
Learn about filing the LUAFR, or Local Union Annual Financial Report, due annually on May 15th.
Bookkeeping
Choosing a Bookkeeping System
How to keep simple financial records using a provided Excel template
Filing 1099 Forms
Paying contractors, landlords, or independent service providers? Issuing grants or prizes? You may need to file these forms annually.
Professional Help
When to call in professional help, and how to find the right person.
Money Management & Banking
Prudent Reserves
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Finding the right balance between saving and spending.
How to Evaluate a Bank
If You Can't Access Your Bank Account
Lost bank access? Previous signers unavailable? Here's how to get your local's money back!
Protecting Money vs Optimizing Investments
How to invest your local's money wisely and effectively.
CD Laddering
A safe and easy investment strategy.
While this is not a requirement for operating, many banks now required you to register with the Oregon Secretary of State.