For Volunteers
Leader Toolkit
The CUPA-HR volunteer leader toolkit contains a wealth of resources, tools and guidance to help you in your role as a volunteer leader on the chapter, regional or national level.
Important Dates and Deadlines
- Chapter leaders: Submit your Chapter Financial Statement by August 31
Highlighted Resources
- Chapter Connections at National Conferences
- Form 1099-NEC (for payments to speakers and other individuals) – How to Prepare and File
- Chapter Board Member Onboarding
- Chapter Assessment and Action Plan Checklist
- Tips for Chapter Engagement
- CUPA-HR Quick Site Overview and Resources Guide (video and slide deck)
Highlighted Videos
- Creating an Aligned and Engaged Chapter Board - CUPA-HR MEMBER LOGIN REQUIRED
- CUPA-HR Chapter Leader Success Stories: Leadership Pipeline
- CUPA-HR Chapter Leader Success Stories: Programming and Engagement
- CUPA-HR Chapter Leader Success Stories: Strategy and Operations
Have a great example to share with other chapter leaders? Tell us about it.
Resources and Information
Chapter Business, Legal and Financial Resources
- Introduction Video: Chapter Financials 101
- Introduction Video: Chapter Bylaws
- Video: Chapter Finances Review
- Managing Chapter Board Elections
- Viewing and Updating Your Chapter Board List at National
- Preparing and Submitting Your Chapter Financial Statement (August 31)
- Chapter Treasurer’s Guide
- Chapters Acting as a Sponsor, Providing Donations and Honorariums
- Form 1099-NEC (for payments to speakers and other individuals) – How to Prepare and File
- Insurance - Request Certificate of Insurance
- W-9 Form - How to Complete (includes template)
Region Resources
- Accounting Resources
- Region Travel for Chapter Support
- NEW - Building a Framework-Driven, Discussion-Focused Chapter Presentation
- Presentation - Microaggressions
- Presentation - Higher Ed HR Leader Challenges Now and in the Near Future
- Presentation - Finding or Reconnecting to our Meaning and Purpose as Higher Ed HR Leaders
- Presentation - Higher Ed Leadership Pipeline Challenges
- Presentation - Learning Framework