Sent: 2nd Monday monthly
Who to Contact with Questions
Our staff is here to answer questions and assist. Any question can be sent to firstname.lastname@example.org. We will forward the email to the appropriate person. Want to reach out directly?
Rick Peluso - Contracts, Compliance, Leases, and Foundation Funds
Doug McKenzie - Revenue Classification and Bank of America CashPro deposit app
Erin Schultz - Intacct Accounting System, Expense Classification, National Allocation, Chapter Financial Reporting, Special Requests
Brent Ramsey - SBA grant compliance, Contracts, Procurement
Shawn Little - PayPal, Deposits and Chapter Budgets
Linda Krueger - A/P Manager. Payables for New England, Central, Mid-Atlantic, and Northwest regions
Harinder Kaur - Payables for Southeast, Southwest and Western regions along with Virginia, West Virginia, Nebraska and Montana
Carlos Lee – Supports Linda with payables for New England, Central, Mid-Atlantic, and Northwest regions
Report Deposit Information to email@example.com.
Submit Bills to firstname.lastname@example.org.
Helpful hints with Centralized Accounting
- National PayPal – YOU CAN USE THE NATIONAL PAYPAL ACCOUNT WITH CONSTANT CONTACT (CC) TO CHARGE FOR ONLINE WEBINARS. The Zoom link can be place in the Constant Contact ‘Online Event URL’ field. a) All workshop names in CC Item Title must have “-C####” (dash C four digit chapter number) at the end of the workshop title. Be exact, no exceptions. Note: When you sign into PayPal, you will see everyone's activity. This is normal.
- SEND DEPOSIT INFORMATION ON OR BEFORE YOU MAKE THE DEPOSIT to email@example.com - We are required to book this very quickly. If you don’t send us the information on that day, we have already booked the receipt and perhaps not where it belongs. All unidentified deposits will be posted to Other program revenue as restricted.
- Submitting Bills - Bills must have the chapter number on the bill or in the email and must be sent to firstname.lastname@example.org after approval. Only the chapter chair and a designee on file with us is authorized to approve bills. Is it a new service vendor or contractor? Please submit a W-9 with the bill. Please check to make sure we paid your internet and telephone bills every month. All bills need to be submitted with enough information to justify using federal funds.
Remember your 5 W’s: Who, what, where, when, and why, with the big one being why.
Having a chapter event? We need an attendee list since we cannot use federal funds to pay for family members.
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