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NELSON LEE

National Finance Team Leader

FINANCE
RESOURCE
MENU
HERE'S EVERYTHING YOU NEED TO KNOW
ARE YOU A NEW MEMBER IN FINANCE?

STEP 1: Welcome to AIESEC

First start with educating yourself on the AIESEC way: the why, the how and the what of the organization

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STEP 2: What is Finance?

Familiarize yourself on basic finance knowledge and skills for a non-profit organization

STEP 3: Your LC's Finance

Learn about your LC's financial policies and budget. Make sure to ask your VP Finance for the resources!

AIESEC

STEP 5: Customer & Revenue Flow

In Finance, you are dealing with the revenue from our  consumers. Take a look a the stages of the customer flow that the consumer goes through to understand the revenue flow.

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STEP 4: Our Programs

Understand AIESEC's core programs to create a budget suitable for the state of your LC

STEP 6: Submission

Learn how to read balance sheets, income and bank statements, bank reconciliations, and create budgets

STEP 8: Submitting Grants

As a non-profit organization, you may need to apply for grants. Learn how to build a strong application.

STEP 7: Record Keeping

Learn how to manage your LC records on Wave Accounting

STEP 9: Synergy

Consultations with other operations is necessary in order to figure out bottlenecks in exchange strategies and invest accordingly.

-Resource Coming Soon-

Want to keep Learning?

There is a variety of educational touch points that you can attend to reinforce your training and learn more about the national strategies.

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a. Train the Trainers Seminar

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b. Subregional, Regional or National Conference

- Subregional Conferences are in February

- Regional Conferences are in September or October

- National Conferences are in January and May.

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c. Basic or Advanced Sales Program

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Ask your VP or LCP to learn more about the dates and registration of conferences and summits!

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