District 86 Finance Manager

Headshot of Finance ManagerAmy (Xiaohong) Li

As the finance manager, I am tasked with the fiscal oversight and management of the district. I will be working closely with the district director, program quality director and club growth director to ensure that the district is making cost-effective decisions—within policy—that result in effective fiscal management. 

Tools for Club Treasurer

TM Club Cash Flow Statement (Excel)

Club Officer Training for Treasurers

If you require guidance on the Expense and Reimbursement policies of District 86, A copy of the form is available in the path below:

D86 Expense and Reimbursement Policies

D86 Expense and Reimbursement Procedures

Have you signed up to concur lately? If not, the link is below:

http://www.concursolutions.com

Remember, Concur is the tool of choice to process your expenses, there is no manual expense reporting system. When you first log in, your username will be your membership number @ toastmasters.org with a few exceptions.  If your member number is less than 8 digits, you will need to add leading zeros to equal to 8 digits.  So if your membership number was 1-2-3-4-5-6.  You would add two zeros to the front making your number 0-0-1-2-3-4-5-6.

The initial password is the same for everyone, “welcome”. Then you will be prompted to change your password. It’s way easier and you get reimbursed directly to your bank account.

Do it sooner than later as it takes approximately 4 days to get your banking ability setup
If you require assistance, I will do my best to help you out or contact the folks below:

Training:

Please find enclosed the links to the slides and video below:

 When you need assistance on how to do something in the system, contact District Finance at:

Phone #: 720.439.5050
Greg Wingrove: gwingrove@toastmasters.org ext. 264

Administration – When something needs to be changed, added or fixed in the system, contact us at Toastmasters International (i.e. to add a new user, delete a user, request a credit card, change from expense pay to non-expense pay)

Our email address is: expensereport@toastmasters.org

Technical Support – When card charges are not syncing, various error messages, challenges with the mobile app. (Non-training related questions/issues) Contact the user support desk: (858) 895-4815

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