ACTE State Association Leaders’ Resources


Note: The documents are in MS Word, Excel and PDF format. To download, right click on the link and choose the “Save As…” option.

State leaders: We are still migrating documents for this page; if you are unable to download the material you need, please contact Lauren Lessels.

New Leader Assistance
Are you a new state president or executive director? Don’t know where to start? The resources below are for you!? These resources will help orient you to ACTE and state association leadership:


Additional Resources for All State Leaders

ACTE Excellence Awards
Quality Association Standards AwardACTE Contacts
Board of Directors Roster
ACTE Headquarters Staff RosterBoard Orientations
From ACTE:

From other state associations:

Conference Calls – 2010 to present

Governing Documents, Policiesand Procedures

ACTE Customization Module Additional Info

Other Forms
State Dues Change Form
E-Blast Request Form
Membership Spreadsheet Template for State Leaders
Digital Communications GuidelinesArticles for State Newsletters
Take a Moment, by David W. JonesFinance
990 Material List
ACTE Fiduciary
ACTE Financial Literacy
Audit Material List
Course 1 Tax Exempt Status
Course 2 Unrelated Business Income
Course 3 Employment Issues
Course 4 Form 990
Financial Statements
Information 1 Preventing Fraud
Information 2 Payroll Tax
Information 3 Independent Audit
Information 4 Don’t Cut Financial Corners
Information 5 An Insurance Review
Information 6 Financial Blueprint
Information 7 Automatic Revocation of Tax Exempt Status
Tax Exempt Organization Materials 2015

______________________________________________________________________________________________________

State Division Affiliate Resources
ACTE has compiled a listing of most often requested materials for our state division affiliates:

Postsecondary Advisory Group Model

Finance

990 Material List
ACTE Fiduciary
ACTE Financial Literacy
Audit Material List
Course 1 Tax Exempt Status
Course 2 Unrelated Business Income
Course 3 Employment Issues
Course 4 Form 990
Financial Statements
Information 1 Preventing Fraud
Information 2 Payroll Tax
Information 3 Independent Audit
Information 4 Don’t Cut Financial Corners
Information 5 An Insurance Review
Information 6 Financial Blueprint
Information 7 Automatic Revocation of Tax Exempt Status
Tax Exempt Organization Materials 2015

State Association How-to Guide:Great for newcomers and veterans, this guide provides practical how-to steps on various aspects of association management, including finances, legal and tax issues, conference planning, board meetings and more!

State Leadership Training Program: Learn more about association management from ACTE experts!www.acteonline.org/leadership_training