Legal and Financial Guides
Explore the legal and financial issues surrounding the establishment and operation of a CMSA chapter.
- 10 Common Mistakes
- 10 Things the Board Must Know
- 2-Year Report Filing Dates
- Association Law Governance
- Communication & Technology Resources
- Guide to Protecting and Managing Chapter Finances
- Legal Position: Providing Funds to Members
- Legal Position: Standards of Practice Presentations
- Sample Chapter Policies
- Template: Chapter Detailed Register (Excel Spreadsheet)
- Template: Major Accounts on Chapter Financial Report
- Useful Disclaimers
Case Management Society of America
5034A Thoroughbred Lane
Brentwood, TN 37027