Treasurers must watch the treasury training video, complete the treasury training quiz and complete the necessary forms. Successful completion of the quiz is necessary to acquire treasurer materials.
Steps to Complete
- Watch the Treasury Training Video. Please allow 25-30 minutes to complete the training video.
- Complete the Treasury Training Quiz. SOA will automatically receive notification upon the successful completion of the quiz.
- Complete the Treasurer’s Statement of Financial Responsibility Form.
- Complete the Advisor Signature Form. This form must be signed by the Advisor.
- After items 1-4 are completed, you may pick-up the treasurer materials in our office located in Poplars W109. Please bring photo identification and the two signed signature forms.
NOTE: Be sure to complete the annual beINvolved registration.