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Reference Materials

To assist in your FO duties, the student managers of Capital Group have created a manual, as well as several other documents. They are subject to change and do not cover all situations-- if you have specific questions about your own situation, please email us at banking@sse.stanford.edu. We recommend that you download your own copies for easy reference.


The checklist is a quick summary of different types of requests and general tips.

FO Checklist 2019 - 2020

 

Here is a step by step guide to submitting reimbursements for Stanford Affiliates.

Stanford Affiliate Request Guide

 

The manual is a more comprehensive document that covers specifics of requests, provides examples, and links to resources.

Financial Officer Manual

 

Fill out this form to order bulk gift cards for your group. Please be sure to completely fill it out and read all instructions before emailing it to Susan Benton at least 10 days in advance of your event.

Bulk Gift Card Order form (must be submitted 10 days in advance)

 

Consult this guide to Zoom Uni event planning logistics if you want to use funds for your events!

Virtual Event Planning Guide