Webinars

Register For Our FREE Webinars!

Title Date and Time
Record Keeping for Small Nonprofits Wednesday, September 30th 2015.
7:00 PM - 8:00 PM
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Treasurer’s Briefcase Quick Tour Wednesday, October 14th 2015.
7:00 PM - 8:00 PM
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Treasurer’s Briefcase Quick Start Wednesday, October 21st 2015.
7:00 PM - 8:00 PM
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Recording Your Club’s Financial Data Wednesday, October 28th 2015.
7:00 PM - 8:00 PM
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Treasurer’s Briefcase Quick Tour Wednesday, November 18th 2015.
7:00 PM - 8:00 PM
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How Treasurer’s briefcase Works

Tour video
Enter checks, deposits and other transactions. You can split checks and deposits into multiple categories. Print checks and use our approval workflow to allow your board to authorize payment.
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Store all your important document securely in the cloud. Upload or email your documents to your own private storage locker in the cloud!
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All the reports you need to keep your board and stakeholders informed about the financial state of your organization. You can produce all of the reports in either PDF or Excel format.
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Manage all your members, contacts and vendors using our convenient and easy to use contact management feature.
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Trudy's BudgetMaker is the easiest way to create your yearly budget. You last year's data as a starting point and then create your budget variance reports to show how you are tracking toward your goals.
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Our plans are designed for clubs of all sizes. Try Treasurer's Briefcase for free to start and upgrade as needed.
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