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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 2021 - 2022

 

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.

FO Manual 2021-2022

 

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

Virtual Event Planning Guide